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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 Financials 0.81%

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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 Financials at 0.81% of assets, up from 0.77% a quarter earlier.

  • 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.