American Family Investments, Inc.

Q3 2026 13F-HR Holdings

Location
Madison, WI
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
13
Total value ($000)
$6,409,443
Net value change ($000)
+868,181 (15.7%)
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: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 431,266 16.5%
IWV 167,963 24.2%
VCIT 114,880 27.8%
JNK 100,799 18.4%
SPIB 45,191 9.2%
IGF 39,291 23.2%
XLRE 26,355 23.5%
BOW 18,051 12.8%
VOO 3,060 2.0%
TDW 1,734 21.7%
Top Reduces (Value $000, Stocks/ETFs)
HYD -73,018 -87.2%
IWP -6,319 -6.0%
LQD -1,070 -6.3%
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