American Family Investments, Inc. — 13F Holdings & Portfolio
CIK 2029723 · latest 13F-HR filed 2026-05-14
American Family Investments, Inc. manages $3.80B in 13F-reported U.S. long-equity assets across 13 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BHYB (49.66%), SPIB (8.98%), JNK (8.97%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 0, added to 8, and trimmed 1.
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.
$3.80B
Long-equity book
13
Distinct positions
2026-03-31
Filed 2026-05-14
+2 / −0 / ↑8 / ↓1
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Xtrackers USD High Yield BB-B ex Financials ETF$328.4M +21.1%
- ISHARES RUSSELL 3000 INDEX FUND$207.6M +197.4%
- SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF$138.3M +68.1%
- VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF$125.5M +122.3%
- SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BD ETF$47.4M +16.1%
New Positions
- ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND$91.8M
- REAL ESTATE SELECT SECTOR SPDR FUND$55.8M
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 | Xtrackers USD High Yield BB-B ex Financials ETF | BHYB | 23306X878 | $1.89B | 49.66% | 35,021,800 | SH |
| 2 | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BD ETF | SPIB | 78464A375 | $341.4M | 8.98% | 10,179,000 | SH |
| 3 | SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF | JNK | 78468R622 | $341.2M | 8.97% | 3,565,000 | SH |
| 4 | ISHARES RUSSELL 3000 INDEX FUND | IWV | 464287689 | $312.8M | 8.22% | 843,738 | SH |
| 5 | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | VCIT | 92206C870 | $228.1M | 6.00% | 2,756,420 | SH |
| 6 | VANECK VECTORS HIGH YIELD MUNICIPAL INDEX ETF | HYD | 92189H409 | $194.6M | 5.12% | 3,881,018 | SH |
| 7 | VANGUARD INDEX FDS | VOO | 922908363 | $123.6M | 3.25% | 206,921 | SH |
| 8 | Bowhead Specialty Holdings Inc | BOW | 10240L102 | $105.4M | 2.77% | 4,700,761 | SH |
| 9 | ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND | IGF | 464288372 | $91.8M | 2.42% | 1,370,709 | SH |
| 10 | iShares Russell Mid-Cap Growth ETF | IWP | 464287481 | $79.5M | 2.09% | 620,523 | SH |
| 11 | REAL ESTATE SELECT SECTOR SPDR FUND | XLRE | 81369Y860 | $55.8M | 1.47% | 1,367,087 | SH |
| 12 | ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND FUND ETF | LQD | 464287242 | $29.8M | 0.78% | 273,400 | SH |
| 13 | TIDEWATER INC NEW | TDW | 88642R109 | $10.0M | 0.26% | 119,817 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $3.80B | 13 | 0001420506-26-001005 |
| 2025-12-31 | 2026-02-04 | $2.78B | 11 | 0001420506-26-000164 |
| 2025-09-30 | 2025-11-14 | $1.91B | 9 | 0001420506-25-003393 |