American Family Investments, Inc.

CIK: 0002029723Latest portfolio: $2.8B · Q4 2025

Holdings

11

Total Value

$2.8B

New Positions

3

Closed Positions

1

Top Holdings

#StockSharesValue% PortfolioChangeType
1
BHYBXtrackers USD High Yield BB-B ex Financials ETF
28,627,800$1.6B56.15%+7.8M
2
SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BD ETF
8,695,000$294.0M10.58%-909,000
3
JNKSPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF
2,088,000$203.0M7.31%NEW
4
HYDVANECK VECTORS HIGH YIELD MUNICIPAL INDEX ETF
2,907,018$148.6M5.35%NEW
5
BOWBowhead Specialty Holdings Inc
4,700,761$134.2M4.83%
6
VOOVANGUARD INDEX FDS
187,733$117.7M4.24%+17K
7
IWVISHARES RUSSELL 3000 INDEX FUND
271,840$105.2M3.78%+237K
8
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
1,225,000$102.6M3.69%NEW
9
IWPiShares Russell Mid-Cap Growth ETF
561,707$76.9M2.77%+59K
10
LQDISHARES IBOXX INVESTMENT GRADE CORPORATE BOND FUND ETF
273,400$30.1M1.08%
11
TDWTIDEWATER INC
119,817$6.1M0.22%

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
BHYB28.6M+7.8M
IWP562K+59K
VOO188K+17K

Decreased Positions

NameSharesChange
SPIB8.7M-909000
IWV272K237K

Sector Breakdown

Financial Services0.0% ($1.560137293977203e+49T)
Energy0.0% ($6.1M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 4, 2026$2.8B11
Q3 2025Nov 14, 2025$1.9T9
Q2 2025Aug 15, 2025$1.8T14
Q1 2025May 15, 2025$1.4T11
Q4 2024Feb 14, 2025$2.1T11
Q3 2024Nov 15, 2024$1417.3T10
Q2 2024Aug 14, 2024$1373.8T10

Fund Information

CIK0002029723
Most Recent FilingFeb 4, 2026
Number of Filings7

American Family Investments, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $2.8B across 11 holdings. The largest position is Xtrackers USD High Yield BB-B ex Financials ETF (BHYB), representing 56.2% of the portfolio. Compared to the previous quarter, the fund opened 3 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.