Southern Farm Bureau Life Insurance — 13F Holdings & Portfolio

CIK 1831944 · latest 13F-HR filed 2026-06-02

Southern Farm Bureau Life Insurance manages $947.2K in 13F-reported U.S. long-equity assets across 15 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VOO (15.32%), IEMG (14.86%), MOAT (11.31%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 1, added to 1, and trimmed 3.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$947.2K

Long-equity book

Holdings

15

Distinct positions

Period

2026-03-31

Filed 2026-06-02

Q/Q Activity

+0 / −1 / ↑1 / ↓3

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES INC$8.7K +6.6%
Show all 1

Top Trims

  • VANECK ETF TRUST-$7.6K -6.6%
  • SPDR INDEX SHS FDS-$2.9K -5.6%
  • VANECK ETF TRUST-$752 -6.6%
Show all 3

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • ALPS ETF TR$4.6K
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VOO 922908363 $145.2K 15.32% 242,780 SH
2 ISHARES INC IEMG 46434G103 $140.8K 14.86% 2,037,659 SH
3 VANECK ETF TRUST MOAT 92189F643 $107.2K 11.31% 1,107,967 SH
4 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $105.3K 11.12% 161,923 SH
5 VANECK ETF TRUST ANGL 92189F437 $74.3K 7.84% 2,587,512 SH
6 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $63.0K 6.65% 328,428 SH
7 SIMPLIFY EXCHANGE TRADED FUN TUA 82889N657 $62.6K 6.60% 2,967,492 SH
8 ISHARES TR IEFA 46432F842 $61.8K 6.53% 685,189 SH
9 SPDR INDEX SHS FDS FEZ 78463X202 $48.9K 5.17% 802,765 SH
10 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $39.7K 4.20% 480,641 SH
11 VANGUARD WHITEHALL FDS VYM 921946406 $29.6K 3.13% 200,033 SH
12 J P MORGAN EXCHANGE TRADED F BBJP 46641Q217 $26.5K 2.79% 384,185 SH
13 J P MORGAN EXCHANGE TRADED F JIRE 46641Q134 $24.4K 2.57% 322,180 SH
14 VANECK ETF TRUST MOTI 92189F593 $10.7K 1.13% 314,273 SH
15 REGIONS FINANCIAL CORP NEW RF 7591EP100 $7.3K 0.77% 279,090 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-06-02 $947.2K 15 0001831944-26-000037
2025-12-31 2026-01-28 $968.4K 16 0001831944-26-000001
2025-09-30 2025-10-14 $847.9K 16 0001831944-25-000007