American Family Investments, Inc.
Long book
$3.80B
Q1 2026
Positions
13
Top-10 weight
97%
concentration
Last quarter
+4.5%
SPY +14.8%
Turnover
15%
of book per quarter
Strategy in plain words
auto-generated from filingsAmerican Family Investments, Inc. is a wealth-management firm allocating client money, specialised in financials (91% of the long book), running a $3.80B US long book across 13 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: XTRACKERS US HY BB-B EX FIN, SS SPDR P INT C CORP ETF, SS SPDR BB HIGH YIELD BOND, ISHARES RUSSELL 3000 ETF, VANGUARD INT-TERM CORPORATE.
Over the last 8 quarters its long book ran on average 2.4pp per quarter behind the S&P 500, beating the index in 3 of 8 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q2 2024
+5.2%
Q3 2024
+2.6%
Q4 2024
+2.2%
Q1 2025
+2.9%
Q2 2025
-0.5%
Q3 2025
+1.5%
Q4 2025
-1.6%
Q1 2026
+4.5%
Sector allocation
Financials 91%
Industrials 9%
Long book by quarter
What does American Family own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 13 | $3.80B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 4, 2026 | 11 | $2.78B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 9 | $1.91B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 15, 2025 | 14 | $1.83B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 11 | $1.44B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 11 | $2.06B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 15, 2024 | 10 | $1.42B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 10 | $1.37B | canonical | SEC ↗ |