American Family Investments, Inc.

Q2 2026 13F-HR Holdings

Location
Madison, WI
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
13
Total value ($000)
$5,541,262
Net value change ($000)
+1,738,572 (45.7%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 721,394 38.2%
IWV 381,177 121.9%
JNK 206,392 60.5%
VCIT 185,853 81.5%
SPIB 148,123 43.4%
IGF 77,204 84.1%
XLRE 56,448 101.1%
BOW 35,256 33.4%
IWP 26,473 33.3%
VOO 25,948 21.0%
Top Reduces (Value $000, Stocks/ETFs)
HYD -110,823 -57.0%
LQD -12,849 -43.1%
TDW -2,028 -20.3%
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