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SFBLI

Southern Farm Bureau Life Insurance Portfolio holdings

AUM $947M
1-Year Est. Return 13.91%
This Fund
S&P 500
This Quarter Est. Return
-1.84%
1 Year Est. Return
+13.91%
3 Year Est. Return
+39.72%
5 Year Est. Return
+36.72%
10 Year Est. Return
–
AUM
$947M
AUM Growth
-$21.2M
Cap. Flow
+$693K
Cap. Flow %
0.07%
Top 10 Hldgs %
89.6%
Holding
16
New
–
Increased
1
Reduced
–
Closed
1

Top Buys

Rank Stock Value
1
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.3M

Top Sells

Rank Stock Value
1
AMLP icon
Alerian MLP ETF
AMLP
+$4.61M

Sector Composition

Rank Sector Weight
1 Financials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$967B
$145M 15.32%
242,780
– –
IEMG icon
2
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$141M 14.86%
2,037,659
+73,400
+4% +$5.3M
MOAT icon
3
VanEck Morningstar Wide Moat ETF
MOAT
$11.5B
$107M 11.31%
1,107,967
– –
SPY icon
4
State Street SPDR S&P 500 ETF Trust
SPY
$776B
$105M 11.12%
161,923
– –
ANGL icon
5
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.07B
$74.3M 7.84%
2,587,512
– –
RSP icon
6
Invesco S&P 500 Equal Weight ETF
RSP
$96B
$63M 6.65%
328,428
– –
TUA icon
7
Simplify Short Term Treasury Futures Strategy ETF
TUA
$712M
$62.6M 6.6%
2,967,492
– –
IEFA icon
8
iShares Core MSCI EAFE ETF
IEFA
$186B
$61.8M 6.53%
685,189
– –
FEZ icon
9
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.28B
$48.9M 5.17%
802,765
– –
VCIT icon
10
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.1B
$39.7M 4.2%
480,641
– –
VYM icon
11
Vanguard High Dividend Yield ETF
VYM
$81B
$29.6M 3.13%
200,033
– –
BBJP icon
12
JPMorgan BetaBuilders Japan ETF
BBJP
$17.3B
$26.5M 2.79%
384,185
– –
JIRE icon
13
JPMorgan International Research Enhanced Equity ETF
JIRE
$11B
$24.4M 2.57%
322,180
– –
MOTI icon
14
VanEck Morningstar International Moat ETF
MOTI
$70.2M
$10.7M 1.13%
314,273
– –
RF icon
15
Regions Financial
RF
$26.3B
$7.29M 0.77%
279,090
– –
AMLP icon
16
Alerian MLP ETF
AMLP
$13B
– –
-97,825
Closed -$4.61M

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VSQM
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SGCA
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CFO
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SWGC
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DCM
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Southern Farm Bureau Life Insurance's Q1 2026 Portfolio in Review

As of Q1 2026, Southern Farm Bureau Life Insurance held 16 positions worth $947M, down 2.2% from $968M the previous quarter. Its ten largest holdings account for 90% of the portfolio.

Southern Farm Bureau Life Insurance's Q1 2026 filing shows 1 increased and 1 closed positions. The largest sale was Alerian MLP ETF, an estimated $4.61M.

By sector, the portfolio is most concentrated in Financials at 0.77% of assets, down from 0.78% a quarter earlier.

  • Southern Farm Bureau Life Insurance added most to iShares Core MSCI Emerging Markets ETF in Q1 2026, an estimated $5.3M increase.
  • Southern Farm Bureau Life Insurance fully exited Alerian MLP ETF in Q1 2026, selling an estimated $4.61M.
  • Southern Farm Bureau Life Insurance's ten largest holdings make up 90% of its $947M portfolio in Q1 2026.
  • Southern Farm Bureau Life Insurance opened 0 new positions and closed 1 in Q1 2026.
  • Southern Farm Bureau Life Insurance's portfolio value fell 2.2% quarter-over-quarter to $947M.

Based on Southern Farm Bureau Life Insurance's 13F filing for Q1 2026, filed 2 Jun 2026.