American Family Investments, Inc.

Q1 2026 13F-HR Holdings

Location
Madison, WI
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
13
Total value ($000)
$3,802,690
Net value change ($000)
+1,024,247 (36.9%)
New positions
2
Sold out positions
0
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 328,413 21.1%
IWV 207,596 197.4%
JNK 138,268 68.1%
VCIT 125,500 122.3%
IGF 91,838 NEW
XLRE 55,818 NEW
SPIB 47,426 16.1%
HYD 45,987 30.9%
VOO 5,913 5.0%
TDW 3,959 65.4%
Top Reduces (Value $000, Stocks/ETFs)
BOW -28,722 -21.4%
LQD -328 -1.1%
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