American Family Investments, Inc.
CIK 2029723 · View on SEC EDGAR ↗
- Portfolio value
- $5.5B
- Positions
- 13
- As of
- June 30, 2026
#742 of 9,443 by 13F value · top 7.9%
Portfolio value QoQ: +45.7% 13F does not disclose cash
- Top 10 holdings weight
- 98.04%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 11
- Effective number of positions
- 3.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 2.76% Est. buys $1,735,746,942 · sells $129,010,578
Median holding: 4.5 quarters Tracked Q4 2024–Q2 2026 · 72.2% still held
- New positions
- 0
- Increased
- 9
- Decreased
- 2
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Financials
2.5%
Energy
0.1%
Other/Unmapped
97.3%
Full portfolio 13 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| BHYB | $2,609,945,203 | 47.10% | 48,109,589 | $721,394,638 | Up ×6 | ||
| IWV | $693,934,446 | 12.52% | 1,627,426 | $381,177,644 | Up ×3 | ||
| JNK | $547,634,379 | 9.88% | 5,682,623 | $206,392,579 | Up ×2 | ||
| SPIB | $489,527,094 | 8.83% | 14,630,218 | $148,123,434 | Up ×2 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $413,947,401 | 7.47% | 5,008,438 | $185,853,646 | Up ×2 | ||
| IGF iShares Global Infrastructure ETF | $169,041,589 | 3.05% | 2,538,162 | $77,204,086 | Up ×1 | ||
| VOO | $149,594,086 | 2.70% | 217,810 | $25,948,442 | Up ×5 | ||
| BOW Bowhead Specialty Holdings Inc. Common Stock | $140,693,777 | 2.54% | 4,700,761 | $35,255,708 | |||
| XLRE XLRE | $112,265,977 | 2.03% | 2,549,761 | $56,447,815 | Up ×1 | ||
| IWP | $105,974,047 | 1.91% | 723,817 | $26,472,640 | Up ×3 | ||
| HYD | $83,770,919 | 1.51% | 1,626,304 | $-110,823,324 | Down ×1 | ||
| LQD | $16,949,478 | 0.31% | 155,400 | $-12,848,388 | Down ×1 | ||
| TDW Tidewater Inc. Common Stock | $7,983,407 | 0.14% | 119,817 | $-2,027,303 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| BHYB | $2,609,945,203 | 47.10% | up ×6 |
| IWV | $693,934,446 | 12.52% | up ×3 |
| VOO | $149,594,086 | 2.70% | up ×5 |
| IWP | $105,974,047 | 1.91% | up ×3 |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| BHYB | Bought more | +13.1M | +$721.4M |
| IWV | Bought more | +784K | +$381.2M |
| JNK | Bought more | +2.1M | +$206.4M |
| VCIT | Bought more | +2.3M | +$185.9M |
| SPIB | Bought more | +4.5M | +$148.1M |
| HYD | Trimmed | -2.3M | -$110.8M |
| IGF | Bought more | +1.2M | +$77.2M |
| XLRE | Bought more | +1.2M | +$56.4M |
| BOW | Price move only | +0 | +$35.3M |
| IWP | Bought more | +103K | +$26.5M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| HYDW | Dec. 31, 2025 | 1,813,000 | $85,736,770 | No longer tracked |
| VCSH | Sept. 30, 2025 | 845,187 | $67,192,367 | |
| VCIT | Sept. 30, 2025 | 673,619 | $55,856,487 | |
| IGIB | Sept. 30, 2025 | 425,000 | $22,648,250 | |
| HYLB | Sept. 30, 2025 | 284,808 | $10,515,111 | No longer tracked |
| IGSB | Sept. 30, 2025 | 185,000 | $9,760,600 |