1y return−0.9%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2024: $106 against $137 in the S&P 500.2
American Family Investments, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BHYBXtrackers USD High Yield BB-B ex Financials ETF | $2.6B | 47.1% | +37.4% |
| IWVIshares Russell 3000 Index Fund | $693.9M | 12.5% | +92.9% |
| JNKSpdr Bloomberg Barclays High Yield Bond Etf | $547.6M | 9.9% | +59.4% |
| SPIBSpdr Portfolio Intermediate Term Corporate Bd Etf | $489.5M | 8.8% | +43.7% |
| VCITVanguard Intermediate-term Corporate Bond Etf | $413.9M | 7.5% | +81.7% |
| IGFIshares S&p Global Infrastructure Index Fund | $169.0M | 3.1% | +85.2% |
| VOOVanguard Index Fds | $149.6M | 2.7% | +5.3% |
| BOWBowhead Specialty Holdings Inc | $140.7M | 2.5% | |
| XLREReal Estate Select Sector Spdr Fund | $112.3M | 2.0% | +86.5% |
| IWPiShares Russell Mid-Cap Growth ETF | $106.0M | 1.9% | +16.6% |
| HYDVaneck Vectors High Yield Municipal Index Etf | $83.8M | 1.5% | −58.1% |
| LQDIshares Iboxx Investment Grade Corporate Bond Fund Etf | $16.9M | 0.3% | −43.2% |
| TDWTidewater Inc New | $8.0M | 0.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| IWPiShares Russell Mid-Cap Growth ETF | June 30, 2024 | +32.7% | $106.0M |
| VOOVanguard Index Fds | December 31, 2024 | +27.5% | $149.6M |
| IWVIshares Russell 3000 Index Fund | June 30, 2025 | +21.5% | $693.9M |
| XLREReal Estate Select Sector Spdr Fund | March 31, 2026 | +7.8% | $112.3M |
| BOWBowhead Specialty Holdings Inc | September 30, 2024 | +6.9% | $140.7M |
| BHYBXtrackers USD High Yield BB-B ex Financials ETF | June 30, 2024 | +1.4% | $2.6B |
| HYDVaneck Vectors High Yield Municipal Index Etf | December 31, 2025 | +0.8% | $83.8M |
| SPIBSpdr Portfolio Intermediate Term Corporate Bd Etf | June 30, 2025 | −0.4% | $489.5M |
| LQDIshares Iboxx Investment Grade Corporate Bond Fund Etf | June 30, 2025 | −0.5% | $16.9M |
| IGFIshares S&p Global Infrastructure Index Fund | March 31, 2026 | −0.6% | $169.0M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +3.5% | +14.8% |
| March 31, 2026 | −2.4% | −4.6% |
| December 31, 2025 | −0.1% | +2.4% |
| September 30, 2025 | −1.8% | +7.8% |
| June 30, 2025 | +1.6% | +10.5% |
| March 31, 2025 | +1.3% | −4.6% |
| December 31, 2024 | +1.0% | +2.1% |
| September 30, 2024 | +3.1% | +5.4% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: American Family Investments, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2029723&type=13F-HR&dateb=&owner=include&count=40CIK 2029723
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2029723/000142050626001838/Filed August 17, 2026 · accession 0001420506-26-001838