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
| # | 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 | $53.87 | 0.31% | 5.61% | 21.57% | $1.89B | 49.66% | — | HELD |
| 2 | SPIB | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BD ETF | $33.16 | 0.09% | 2.79% | 8.08% | $341.4M | 8.98% | — | HELD |
| 3 | JNK | SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF | $95.66 | 0.28% | 5.37% | 18.08% | $341.2M | 8.97% | — | HELD |
| 4 | IWV | ISHARES RUSSELL 3000 INDEX FUND | $422.43 | 1.59% | 20.78% | 67.81% | $312.8M | 8.22% | — | HELD |
| 5 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $81.38 | 0.15% | 2.35% | 3.75% | $228.1M | 6.00% | — | HELD |
| 6 | HYD | VANECK VECTORS HIGH YIELD MUNICIPAL INDEX ETF | $50.27 | -0.12% | 5.82% | -3.26% | $194.6M | 5.12% | — | HELD |
| 7 | VOO | VANGUARD INDEX FDS | $681.79 | 1.66% | 20.72% | 76.33% | $123.6M | 3.25% | — | HELD |
| 8 | BOW | Bowhead Specialty Holdings Inc | $30.45 | -4.72% | -4.61% | 20.17% | $105.4M | 2.77% | — | HELD |
| 9 | IGF | ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND | $67.00 | 1.04% | 16.63% | 67.08% | $91.8M | 2.42% | — | HELD |
| 10 | IWP | iShares Russell Mid-Cap Growth ETF | $137.48 | 2.35% | -2.05% | 18.01% | $79.5M | 2.09% | — | HELD |
| 11 | XLRE | REAL ESTATE SELECT SECTOR SPDR FUND | $45.30 | -1.44% | 13.49% | 12.30% | $55.8M | 1.47% | — | HELD |
| 12 | LQD | ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND FUND ETF | $106.41 | 0.18% | 1.10% | -4.60% | $29.8M | 0.78% | — | HELD |
| 13 | TDW | TIDEWATER INC NEW | $73.48 | 0.60% | 54.56% | 538.78% | $10.0M | 0.26% | — | HELD |
Source: SEC EDGAR · accession 0001420506-26-001005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.