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American Family Investments, Inc.

· CIK 0002029723
13F Portfolio $2.8B AUM 11 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 BHYB Xtrackers USD High Yield BB-B ex Financials ETF 28,627,800 $1.56B 56.15% NEW $54.50 -1.1%
2 SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BD ETF 8,695,000 $294.0M 10.58% NEW $33.81 -1.5%
3 JNK SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 2,088,000 $203.0M 7.30% NEW $97.21 -1.5%
4 HYD VANECK VECTORS HIGH YIELD MUNICIPAL INDEX ETF 2,907,018 $148.6M 5.35% NEW $51.12 -1.2%
5 BOW Bowhead Specialty Holdings Inc Financial Services 4,700,761 $134.2M 4.83% NEW $28.54 -1.0%
6 VOO VANGUARD INDEX FDS 187,733 $117.7M 4.24% NEW $627.13 +8.3%
7 IWV ISHARES RUSSELL 3000 INDEX FUND 271,840 $105.2M 3.79% NEW $386.85 +8.1%
8 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 1,225,000 $102.6M 3.69% NEW $83.75 -2.1%
9 IWP iShares Russell Mid-Cap Growth ETF 561,707 $76.9M 2.77% NEW $136.94 -0.6%
10 LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND FUND ETF 273,400 $30.1M 1.08% NEW $110.19 -2.1%
11 TDW TIDEWATER INC Energy 119,817 $6.1M 0.22% NEW $50.51 +61.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 95.7%
Energy 4.3%