American Family Investments, Inc.

Q4 2025 13F-HR Holdings

Location
Madison, WI
Holdings as of
12/31/2025
Date filed
2/4/2026
Form type
13F-HR
Num holdings
11
Total value ($000)
$2,778,443
Net value change ($000)
+870,350 (45.6%)
New positions
3
Sold out positions
1
Turnover %
19.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BHYB 416,461 36.4%
JNK 202,974 NEW
HYD 148,607 NEW
VCIT 102,594 NEW
IWV 92,081 704.0%
VOO 13,192 12.6%
BOW 7,051 5.5%
IWP 5,317 7.4%
Top Reduces (Value $000, Stocks/ETFs)
HYDW -85,737 -100.0%
SPIB -31,502 -9.7%
LQD -350 -1.1%
TDW -338 -5.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type