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SFBLI

Southern Farm Bureau Life Insurance Portfolio holdings

AUM $1.05B
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
+10.4%
1 Year Est. Return
+16.69%
3 Year Est. Return
+47.44%
5 Year Est. Return
+41.71%
10 Year Est. Return
–
AUM
$1.05B
AUM Growth
+$98.3M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
89.85%
Holding
15
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 99.19%
2 Financials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEMG icon
1
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
$169M 16.18%
2,037,659
– –
VOO icon
2
Vanguard S&P 500 ETF
VOO
$1.05T
$167M 15.95%
242,780
– –
SPY icon
3
State Street SPDR S&P 500 ETF Trust
SPY
$814B
$121M 11.57%
161,923
– –
MOAT icon
4
VanEck Morningstar Wide Moat ETF
MOAT
$12.1B
$115M 11.02%
1,107,967
– –
ANGL icon
5
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.17B
$75.7M 7.24%
2,587,512
– –
RSP icon
6
Invesco S&P 500 Equal Weight ETF
RSP
$100B
$69.9M 6.69%
328,428
– –
IEFA icon
7
iShares Core MSCI EAFE ETF
IEFA
$197B
$66.2M 6.33%
685,189
– –
TUA icon
8
Simplify Short Term Treasury Futures Strategy ETF
TUA
$521M
$60.7M 5.8%
2,967,492
– –
FEZ icon
9
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.47B
$55.2M 5.28%
802,765
– –
VCIT icon
10
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$69.6B
$39.7M 3.8%
480,641
– –
VYM icon
11
Vanguard High Dividend Yield ETF
VYM
$83.3B
$31.6M 3.02%
200,033
– –
BBJP icon
12
JPMorgan BetaBuilders Japan ETF
BBJP
$19.8B
$29M 2.77%
384,185
– –
JIRE icon
13
JPMorgan International Research Enhanced Equity ETF
JIRE
$11.3B
$26.6M 2.54%
322,180
– –
MOTI icon
14
VanEck Morningstar International Moat ETF
MOTI
$74.7M
$10.5M 1%
314,273
– –
RF icon
15
Regions Financial
RF
$25.9B
$8.43M 0.81%
279,090
– –

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TNA
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MFS
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AWM
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CFA
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GKFF
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Southern Farm Bureau Life Insurance's Q2 2026 Portfolio in Review

As of Q2 2026, Southern Farm Bureau Life Insurance held 15 positions worth $1.05B, up 10% from $947M the previous quarter. Its ten largest holdings account for 90% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 0%. Southern Farm Bureau Life Insurance opened no new positions and made no exits, leaving the 15-position portfolio largely intact.

By sector, the portfolio is most concentrated in Miscellaneous at 99% of assets, down from 99% a quarter earlier, followed by Financials.

  • Southern Farm Bureau Life Insurance's ten largest holdings make up 90% of its $1.05B portfolio in Q2 2026.
  • Southern Farm Bureau Life Insurance opened 0 new positions and closed 0 in Q2 2026.
  • Southern Farm Bureau Life Insurance's portfolio value rose 10% quarter-over-quarter to $1.05B.

Based on Southern Farm Bureau Life Insurance's 13F filing for Q2 2026, filed 29 Jul 2026.