Southern Farm Bureau Life Insurance

Latest statistics and disclosures from Southern Farm Bureau Life Insurance's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SPY, VOO, IEFA, VCIT, ANGL, and represent 70.42% of Southern Farm Bureau Life Insurance's stock portfolio.
  • Added to shares of these 2 stocks: JEPI (+$14M), MOAT (+$7.6M).
  • Started 1 new stock positions in JEPI.
  • Reduced shares in these 10 stocks: SPY (-$26M), QQQ (-$15M), BST, , , GOOGL, CVS, AAPL, , BX.
  • Sold out of its positions in ABBV, GOOGL, AMZN, AAPL, BST, BX, CVS, QQQ, XLC, XLU. VDC, VHT, VGT.
  • Southern Farm Bureau Life Insurance was a net seller of stock by $-25M.
  • Southern Farm Bureau Life Insurance has $605M in assets under management (AUM), dropping by -10.54%.
  • Central Index Key (CIK): 0001831944

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Portfolio Holdings for Southern Farm Bureau Life Insurance

Southern Farm Bureau Life Insurance holds 18 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 23.3 $141M -15% 395k 357.14
Vanguard Index Fds S&p 500 Etf Shs (VOO) 20.4 $123M 376k 328.23
Ishares Tr Core Msci Eafe (IEFA) 15.3 $93M 1.8M 52.67
Vanguard Scottsdale Fds Int-term Corp (VCIT) 6.1 $37M 488k 75.61
Vaneck Etf Trust Fallen Angel Hg (ANGL) 5.3 $32M 1.2M 26.22
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 5.3 $32M +31% 531k 60.73
Ishares Core Msci Emkt (IEMG) 4.7 $28M 660k 42.97
Golub Capital BDC (GBDC) 4.0 $24M 2.0M 12.39
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.3 $14M NEW 274k 51.22
Vanguard Whitehall Fds High Div Yld (VYM) 2.3 $14M 148k 94.84
Vanguard Whitehall Fds Intl High Etf (VYMI) 2.3 $14M 264k 52.00
Fortress Trans Infrst Invs L Cl A Com Shs (FTAI) 2.0 $12M 801k 15.01
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 2.0 $12M 190k 62.26
Wisdomtree Tr Em Ex St-owned (XSOE) 1.5 $9.1M 370k 24.60

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Ishares Tr Msci Usa Value (VLUE) 1.0 $5.9M 72k 81.80
Regions Financial Corporation (RF) 0.9 $5.6M 279k 20.07
Select Sector Spdr Tr Energy (XLE) 0.7 $4.5M 62k 72.01
Alps Etf Tr Alerian Mlp (AMLP) 0.6 $3.6M 98k 36.62

Past Filings by Southern Farm Bureau Life Insurance

SEC 13F filings are viewable for Southern Farm Bureau Life Insurance going back to 2020