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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
+7.77%
1 Year Est. Return
+16.69%
3 Year Est. Return
+47.44%
5 Year Est. Return
+41.71%
10 Year Est. Return
–
AUM
$782M
AUM Growth
+$101M
Cap. Flow
+$47.2M
Cap. Flow %
6.04%
Top 10 Hldgs %
88.65%
Holding
16
New
–
Increased
2
Reduced
1
Closed
–

Top Buys

Rank Stock Value
1
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$47M
2
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$5.75M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.55M

Sector Composition

Rank Sector Weight
1 Financials 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$1.03T
$113M 14.46%
199,115
– –
IEMG icon
2
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$108M 13.85%
1,813,759
+842,590
+87% +$47M
SPY icon
3
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$100M 12.8%
161,923
-9,710
-6% -$5.55M
MOAT icon
4
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$79.3M 10.14%
845,027
– –
TUA icon
5
Simplify Short Term Treasury Futures Strategy ETF
TUA
$656M
$65.3M 8.35%
2,967,492
– –
RSP icon
6
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$59.7M 7.63%
328,428
– –
IEFA icon
7
iShares Core MSCI EAFE ETF
IEFA
$195B
$57.1M 7.31%
685,189
– –
FEZ icon
8
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.54B
$47.6M 6.09%
802,765
+100,665
+14% +$5.75M
ANGL icon
9
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.1B
$36M 4.6%
1,231,447
– –
VYM icon
10
Vanguard High Dividend Yield ETF
VYM
$83.7B
$26.7M 3.41%
200,033
– –
BBJP icon
11
JPMorgan BetaBuilders Japan ETF
BBJP
$18.7B
$23.8M 3.04%
384,185
– –
JIRE icon
12
JPMorgan International Research Enhanced Equity ETF
JIRE
$11.3B
$22.8M 2.91%
322,180
– –
VCIT icon
13
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
$20M 2.56%
241,436
– –
MOTI icon
14
VanEck Morningstar International Moat ETF
MOTI
$77.1M
$10.9M 1.39%
314,273
– –
RF icon
15
Regions Financial
RF
$26.8B
$6.56M 0.84%
279,090
– –
AMLP icon
16
Alerian MLP ETF
AMLP
$13.3B
$4.78M 0.61%
97,825
– –

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Southern Farm Bureau Life Insurance's Q2 2025 Portfolio in Review

As of Q2 2025, Southern Farm Bureau Life Insurance held 16 positions worth $782M, up 15% from $681M the previous quarter. Its ten largest holdings account for 89% of the portfolio.

Southern Farm Bureau Life Insurance deployed $47.2M of net new capital in Q2 2025, adding to 2 existing holdings.

By sector, the portfolio is most concentrated in Financials at 0.84% of assets, down from 0.89% a quarter earlier.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $5.55M trimmed.

  • Southern Farm Bureau Life Insurance added most to iShares Core MSCI Emerging Markets ETF in Q2 2025, an estimated $47M increase.
  • Southern Farm Bureau Life Insurance's biggest Q2 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $5.55M.
  • Southern Farm Bureau Life Insurance's ten largest holdings make up 89% of its $782M portfolio in Q2 2025.
  • Southern Farm Bureau Life Insurance opened 0 new positions and closed 0 in Q2 2025.
  • Southern Farm Bureau Life Insurance's portfolio value rose 15% quarter-over-quarter to $782M.

Based on Southern Farm Bureau Life Insurance's 13F filing for Q2 2025, filed 30 Jul 2025.