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American Family Investments, Inc.

· CIK 0002029723
13F Portfolio $3.8B AUM 13 positions Filed May 14, 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 35,021,800.0 $1.89B 49.66% +6.4M +22.3% $53.92 -0.0%
2 SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BD ETF 10,179,000.0 $341.4M 8.98% +1.5M +17.1% $33.54 -0.7%
3 SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 3,565,000.0 $341.2M 8.97% +1.5M +70.7% $95.72
4 IWV ISHARES RUSSELL 3000 INDEX FUND 843,738.0 $312.8M 8.22% +572K +210.4% $370.68 +12.8%
5 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 2,756,420.0 $228.1M 6.00% +1.5M +125.0% $82.75 -0.9%
6 HYD VANECK VECTORS HIGH YIELD MUNICIPAL INDEX ETF 3,881,018.0 $194.6M 5.12% +974K +33.5% $50.14 +0.8%
7 VOO VANGUARD INDEX FDS 206,921.0 $123.6M 3.25% +19K +10.2% $597.55 +13.7%
8 BOW Bowhead Specialty Holdings Inc Financial Services 4,700,761.0 $105.4M 2.77% $22.43 +25.9%
9 IGF ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND 1,370,709.0 $91.8M 2.42% NEW $67.00 -1.4%
10 IWP iShares Russell Mid-Cap Growth ETF 620,523.0 $79.5M 2.09% +59K +10.5% $128.12 +6.2%
11 XLRE REAL ESTATE SELECT SECTOR SPDR FUND 1,367,087.0 $55.8M 1.47% NEW $40.83 +5.9%
12 LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND FUND ETF 273,400.0 $29.8M 0.78% $108.99 -1.0%
13 TDW TIDEWATER INC NEW Energy 119,817.0 $10.0M 0.26% $83.55 -2.2%

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 91.3%
Energy 8.7%