Southern Farm Bureau Life Insurance — 13F Holdings & Portfolio
CIK 1831944 · latest 13F-HR filed 2026-07-29
Southern Farm Bureau Life Insurance manages $1.0M in 13F-reported U.S. long-equity assets across 15 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IEMG (16.18%), VOO (15.95%), SPY (11.57%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 11, and trimmed 0.
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.
JACKSON, MS 39213
$1.0M
Long-equity book
15
Distinct positions
2026-06-30
Filed 2026-07-29
+0 / −0 / ↑11 / ↓0
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES INC$28.4K +20.2%
- VANGUARD INDEX FDS$21.6K +14.9%
- STATE STR SPDR S&P 500 ETF T$15.7K +14.9%
- VANECK ETF TRUST$8.0K +7.5%
- INVESCO EXCHANGE TRADED FD T$6.9K +10.9%
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 | ISHARES INC | IEMG | 46434G103 | $169.1K | 16.18% | 2,037,659 | SH |
| 2 | VANGUARD INDEX FDS | VOO | 922908363 | $166.7K | 15.95% | 242,780 | SH |
| 3 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $121.0K | 11.57% | 161,923 | SH |
| 4 | VANECK ETF TRUST | MOAT | 92189F643 | $115.2K | 11.02% | 1,107,967 | SH |
| 5 | VANECK ETF TRUST | ANGL | 92189F437 | $75.7K | 7.24% | 2,587,512 | SH |
| 6 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $69.9K | 6.69% | 328,428 | SH |
| 7 | ISHARES TR | IEFA | 46432F842 | $66.2K | 6.33% | 685,189 | SH |
| 8 | SIMPLIFY EXCHANGE TRADED FUN | TUA | 82889N657 | $60.7K | 5.80% | 2,967,492 | SH |
| 9 | SPDR INDEX SHS FDS | FEZ | 78463X202 | $55.2K | 5.28% | 802,765 | SH |
| 10 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $39.7K | 3.80% | 480,641 | SH |
| 11 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $31.6K | 3.02% | 200,033 | SH |
| 12 | J P MORGAN EXCHANGE TRADED F | BBJP | 46641Q217 | $29.0K | 2.77% | 384,185 | SH |
| 13 | J P MORGAN EXCHANGE TRADED F | JIRE | 46641Q134 | $26.6K | 2.54% | 322,180 | SH |
| 14 | VANECK ETF TRUST | MOTI | 92189F593 | $10.5K | 1.00% | 314,273 | SH |
| 15 | REGIONS FINANCIAL CORP NEW | RF | 7591EP100 | $8.4K | 0.81% | 279,090 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-29 | $1.0M | 15 | 0001831944-26-000062 |
| 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 |