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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

BHYB$1.89BSPIB$341.4MJNK$341.2MIWV$312.8MVCIT$228.1MHYD$194.6MVOOBOWIGFIWPAI

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1BHYBXtrackers USD High Yield BB-B ex Financials ETF$53.94-0.34%7.62%21.09%$1.89B49.66%+6,394,000+22.3%
2SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BD ETF$33.24-0.45%5.57%7.88%$341.4M8.98%+1,484,000+17.1%
3JNKSPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF$95.73-0.44%7.50%18.65%$341.2M8.97%+1,477,000+70.7%
4IWVISHARES RUSSELL 3000 INDEX FUND$418.71-2.61%24.02%70.65%$312.8M8.22%+571,898+210.4%
5VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF$81.91-0.56%6.42%3.84%$228.1M6.00%+1,531,420+125.0%
6HYDVANECK VECTORS HIGH YIELD MUNICIPAL INDEX ETF$51.24-0.23%8.75%-1.74%$194.6M5.12%+974,000+33.5%
7VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$123.6M3.25%+19,188+10.2%
8BOWBowhead Specialty Holdings Inc$25.755.53%-29.24%1.62%$105.4M2.77%HELD
9IGFISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND$66.18-0.81%14.72%64.98%$91.8M2.42%+1,370,709NEW
10IWPiShares Russell Mid-Cap Growth ETF$139.23-2.75%2.88%24.78%$79.5M2.09%+58,816+10.5%
11XLREREAL ESTATE SELECT SECTOR SPDR FUND$44.700.68%10.44%12.93%$55.8M1.47%+1,367,087NEW
12LQDISHARES IBOXX INVESTMENT GRADE CORPORATE BOND FUND ETF$108.17-0.62%6.23%-3.50%$29.8M0.78%HELD
13TDWTIDEWATER INC NEW$72.48-2.42%66.89%540.28%$10.0M0.26%HELD

Source: SEC EDGAR · accession 0001420506-26-001005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.