American Family Investments
Latest statistics and disclosures from American Family Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BHYB, SPIB, JNK, HYD, BOW, and represent 84.21% of American Family Investments's stock portfolio.
- Added to shares of these 7 stocks: BHYB (+$425M), JNK (+$203M), HYD (+$149M), VCIT (+$103M), IWV (+$92M), VOO (+$11M), IWP (+$8.1M).
- Started 3 new stock positions in JNK, HYD, VCIT.
- Reduced shares in these 2 stocks: HYDW (-$86M), SPIB (-$31M).
- Sold out of its position in HYDW.
- American Family Investments was a net buyer of stock by $873M.
- American Family Investments has $2.8B in assets under management (AUM), dropping by 45.61%.
- Central Index Key (CIK): 0002029723
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Portfolio Holdings for American Family Investments
American Family Investments holds 11 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Xtrackers USD High Yield BB-B ex Financials ETF Etf (BHYB) | 56.2 | $1.6B | +37% | 29M | 54.50 |
|
| Spdr Portfolio Intermediate Term Corporate Bd Etf Etf (SPIB) | 10.6 | $294M | -9% | 8.7M | 33.81 |
|
| Spdr Bloomberg Barclays High Yield Bond Etf Etf (JNK) | 7.3 | $203M | NEW | 2.1M | 97.21 |
|
| Vaneck Vectors High Yield Municipal Index Etf Etf (HYD) | 5.3 | $149M | NEW | 2.9M | 51.12 |
|
| Bowhead Specialty Hldgs (BOW) | 4.8 | $134M | 4.7M | 28.54 |
|
|
| Vanguard Index Fds Etf (VOO) | 4.2 | $118M | +9% | 188k | 627.13 |
|
| Ishares Russell 3000 Index Fund Etf (IWV) | 3.8 | $105M | +687% | 272k | 386.85 |
|
| Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) | 3.7 | $103M | NEW | 1.2M | 83.75 |
|
| iShares Russell Mid-Cap Growth ETF Etf (IWP) | 2.8 | $77M | +11% | 562k | 136.94 |
|
| Ishares Iboxx Investment Grade Corporate Bond Fund Etf Etf (LQD) | 1.1 | $30M | 273k | 110.19 |
|
|
| Tidewater (TDW) | 0.2 | $6.1M | 120k | 50.51 |
|
Past Filings by American Family Investments
SEC 13F filings are viewable for American Family Investments going back to 2024
- American Family Investments 2025 Q4 filed Feb. 4, 2026
- American Family Investments 2025 Q3 filed Nov. 14, 2025
- American Family Investments 2025 Q2 filed Aug. 15, 2025
- American Family Investments 2025 Q1 filed May 15, 2025
- American Family Investments 2024 Q4 filed Feb. 14, 2025
- American Family Investments 2024 Q3 filed Nov. 15, 2024
- American Family Investments 2024 Q2 filed Aug. 14, 2024