Southern Farm Bureau Life Insurance
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 96.8%; sector active share 89.6% against the combined 13F book's sector weights.
Over time 23 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
16 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 96.0% | $720,839,774 |
| Industrials | 4.0% | $30,309,282 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ANGL | VanEck Fallen Angel High Yield Bond ETF | +1,722,307 | 4,309,819 | $119,856,066 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VOO |
VANGUARD 500 INDEX FUND
|
Held | 242,780 | $170,154,790 | 22.65% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 161,923 | $123,487,337 | 16.44% | |
| ANGL |
VanEck Fallen Angel High Yield Bond ETF
|
Added | 4,309,819 | $119,856,066 | 15.96% | |
| MOAT |
VanEck Morningstar Wide Moat ETF
|
Held | 1,107,967 | $117,123,191 | 15.59% | |
| FEZ |
State Street(R) SPDR(R) EURO STOXX 50(R) ETF
|
Held | 802,765 | $54,034,112 | 7.19% | |
| VCIT |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
|
Held | 480,641 | $37,638,996 | 5.01% | |
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
Held | 200,033 | $31,045,121 | 4.13% | |
| SPCX |
Space Exploration Technologies Corp
Industrials
|
NEW | 200,910 | $30,309,282 | 4.04% | |
| BBJP |
JPMorgan BetaBuilders Japan ETF
|
Held | 384,185 | $30,158,522 | 4.01% | |
| JIRE |
JPMorgan International Research Enhanced Equity ETF
|
Held | 322,180 | $26,470,308 | 3.52% | |
| MOTI |
VanEck Morningstar International Moat ETF
|
Held | 314,273 | $10,871,331 | 1.45% | |
| RSP |
Victory Portfolios II
|
Held | 328,428 | $0 | 0.00% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Held | 685,189 | $0 | 0.00% | |
| IEMG |
iShares Trust
|
Held | 2,037,659 | $0 | 0.00% | |
| MTUM |
iShares MSCI USA Momentum Factor ETF
|
NEW | 54,875 | $0 | 0.00% | |
| VLUE |
iShares MSCI USA Value Factor ETF
|
NEW | 75,305 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.