American Family Investments, Inc.
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, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 93.5%; sector active share 84.9% against the combined 13F book's sector weights.
Over time 9 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
13 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 97.3% | $5,392,584,615 |
| Financial Services | 2.5% | $140,693,776 |
| Energy | 0.1% | $7,983,406 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BHYB | Xtrackers USD High Yield BB-B ex Financials ETF | +13,087,789 | 48,109,589 | $2,609,945,203 | |
| SPIB | State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF | +4,451,218 | 14,630,218 | $489,527,094 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | +2,252,018 | 5,008,438 | $413,947,400 | |
| JNK | State Street(R) SPDR(R) Bloomberg High Yield Bond ETF | +2,117,623 | 5,682,623 | $547,634,378 | |
| XLRE | State Street(R) Real Estate Select Sector SPDR(R) ETF | +1,182,674 | 2,549,761 | $112,265,976 | |
| IGF | iShares Global Infrastructure ETF | +1,167,453 | 2,538,162 | $169,041,589 | |
| IWV | iShares Russell 3000 ETF | +783,688 | 1,627,426 | $693,934,446 | |
| — | +103,294 | 723,817 | $105,974,046 | ||
| VOO | VANGUARD 500 INDEX FUND | +10,889 | 217,810 | $149,594,086 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BHYB |
Xtrackers USD High Yield BB-B ex Financials ETF
|
Added | 48,109,589 | $2,609,945,203 | 47.10% | |
| IWV |
iShares Russell 3000 ETF
|
Added | 1,627,426 | $693,934,446 | 12.52% | |
| JNK |
State Street(R) SPDR(R) Bloomberg High Yield Bond ETF
|
Added | 5,682,623 | $547,634,378 | 9.88% | |
| SPIB |
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF
|
Added | 14,630,218 | $489,527,094 | 8.83% | |
| VCIT |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
|
Added | 5,008,438 | $413,947,400 | 7.47% | |
| IGF |
iShares Global Infrastructure ETF
|
Added | 2,538,162 | $169,041,589 | 3.05% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 217,810 | $149,594,086 | 2.70% | |
| BOW |
Bowhead Specialty Holdings Inc.
Financial Services
|
Held | 4,700,761 | $140,693,776 | 2.54% | |
| XLRE |
State Street(R) Real Estate Select Sector SPDR(R) ETF
|
Added | 2,549,761 | $112,265,976 | 2.03% | |
|
|
Added | 723,817 | $105,974,046 | 1.91% | ||
| HYD |
VanEck High Yield Muni ETF
|
Reduced | 1,626,304 | $83,770,919 | 1.51% | |
| LQD |
iShares iBoxx $ Investment Grade Corporate Bond ETF
|
Reduced | 155,400 | $16,949,478 | 0.31% | |
| TDW |
Tidewater Inc
Energy
|
Held | 119,817 | $7,983,406 | 0.14% |
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.