Institutional
American Family Investments, Inc.
CIK 0002029723
$3.80B
Reported AUM
13
Positions
Q1 2026
Period
2026-05-14
Filed
The Brief · American Family Investments, Inc. · Q1 2026
AI · grounded in 13F
American Family Investments, Inc. established a new position in the ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND IGF worth $91.8M. The fund also opened a new position in the REAL ESTATE SELECT SECTOR SPDR FUND XLRE valued at $55.8M. Additionally, the manager increased its holdings in the ISHARES RUSSELL 3000 INDEX FUND IWV by 210.38% and the VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF VCIT by 125.01%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BHYB | Xtrackers USD High Yield BB-B ex Financials ETF | $53.94 | -0.34% | 7.62% | 21.09% | $1.89B | 49.66% | +6,394,000 | +22.3% |
| 2 | SPIB | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BD ETF | $33.24 | -0.45% | 5.57% | 7.88% | $341.4M | 8.98% | +1,484,000 | +17.1% |
| 3 | JNK | SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF | $95.73 | -0.44% | 7.50% | 18.65% | $341.2M | 8.97% | +1,477,000 | +70.7% |
| 4 | IWV | ISHARES RUSSELL 3000 INDEX FUND | $418.71 | -2.61% | 24.02% | 70.65% | $312.8M | 8.22% | +571,898 | +210.4% |
| 5 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $81.91 | -0.56% | 6.42% | 3.84% | $228.1M | 6.00% | +1,531,420 | +125.0% |
| 6 | HYD | VANECK VECTORS HIGH YIELD MUNICIPAL INDEX ETF | $51.24 | -0.23% | 8.75% | -1.74% | $194.6M | 5.12% | +974,000 | +33.5% |
| 7 | VOO | VANGUARD INDEX FDS | $678.00 | -2.59% | 24.60% | 80.00% | $123.6M | 3.25% | +19,188 | +10.2% |
| 8 | BOW | Bowhead Specialty Holdings Inc | $25.75 | 5.53% | -29.24% | 1.62% | $105.4M | 2.77% | — | HELD |
| 9 | IGF | ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND | $66.18 | -0.81% | 14.72% | 64.98% | $91.8M | 2.42% | +1,370,709 | NEW |
| 10 | IWP | iShares Russell Mid-Cap Growth ETF | $139.23 | -2.75% | 2.88% | 24.78% | $79.5M | 2.09% | +58,816 | +10.5% |
| 11 | XLRE | REAL ESTATE SELECT SECTOR SPDR FUND | $44.70 | 0.68% | 10.44% | 12.93% | $55.8M | 1.47% | +1,367,087 | NEW |
| 12 | LQD | ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND FUND ETF | $108.17 | -0.62% | 6.23% | -3.50% | $29.8M | 0.78% | — | HELD |
| 13 | TDW | TIDEWATER INC NEW | $72.48 | -2.42% | 66.89% | 540.28% | $10.0M | 0.26% | — | HELD |
Source: SEC EDGAR · accession 0001420506-26-001005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.