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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
+5.72%
1 Year Est. Return
+16.69%
3 Year Est. Return
+47.44%
5 Year Est. Return
+41.71%
10 Year Est. Return
–
AUM
$848M
AUM Growth
+$65.7M
Cap. Flow
+$19.8M
Cap. Flow %
2.33%
Top 10 Hldgs %
88.06%
Holding
16
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$19.8M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$1.03T
$122M 14.39%
199,115
– –
IEMG icon
2
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$119M 14.06%
1,813,759
– –
SPY icon
3
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$108M 12.72%
161,923
– –
MOAT icon
4
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$83.8M 9.88%
845,027
– –
TUA icon
5
Simplify Short Term Treasury Futures Strategy ETF
TUA
$656M
$65M 7.66%
2,967,492
– –
RSP icon
6
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$62.3M 7.35%
328,428
– –
IEFA icon
7
iShares Core MSCI EAFE ETF
IEFA
$195B
$59.9M 7.07%
685,189
– –
FEZ icon
8
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.54B
$49.8M 5.87%
802,765
– –
VCIT icon
9
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
$40.3M 4.75%
479,036
+237,600
+98% +$19.8M
ANGL icon
10
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.1B
$36.5M 4.31%
1,231,447
– –
VYM icon
11
Vanguard High Dividend Yield ETF
VYM
$83.7B
$28.2M 3.33%
200,033
– –
BBJP icon
12
JPMorgan BetaBuilders Japan ETF
BBJP
$18.7B
$25.7M 3.03%
384,185
– –
JIRE icon
13
JPMorgan International Research Enhanced Equity ETF
JIRE
$11.3B
$23.7M 2.8%
322,180
– –
MOTI icon
14
VanEck Morningstar International Moat ETF
MOTI
$77.1M
$11.7M 1.38%
314,273
– –
RF icon
15
Regions Financial
RF
$26.8B
$7.36M 0.87%
279,090
– –
AMLP icon
16
Alerian MLP ETF
AMLP
$13.3B
$4.6M 0.54%
97,825
– –

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WP
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LPC
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AA
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Southern Farm Bureau Life Insurance's Q3 2025 Portfolio in Review

As of Q3 2025, Southern Farm Bureau Life Insurance held 16 positions worth $848M, up 8.4% from $782M the previous quarter. Its ten largest holdings account for 88% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 0%. Southern Farm Bureau Life Insurance opened no new positions and made no exits, leaving the 16-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 0.87% of assets, up from 0.84% a quarter earlier.

  • Southern Farm Bureau Life Insurance added most to Vanguard Intermediate-Term Corporate Bond ETF in Q3 2025, an estimated $19.8M increase.
  • Southern Farm Bureau Life Insurance's ten largest holdings make up 88% of its $848M portfolio in Q3 2025.
  • Southern Farm Bureau Life Insurance opened 0 new positions and closed 0 in Q3 2025.
  • Southern Farm Bureau Life Insurance's portfolio value rose 8.4% quarter-over-quarter to $848M.

Based on Southern Farm Bureau Life Insurance's 13F filing for Q3 2025, filed 14 Oct 2025.