American Family Investments, Inc.

Q2 2026 13F-HR Detailed 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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 5/14/2026 Next filing: — SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 AmFam Holdings, Inc. 028-20014
2 AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I. 028-00997
3 American Family Investments Holdings, Inc. 028-24296
4 American Family Insurance Mutual Holding Co 028-20013