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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
+1.85%
1 Year Est. Return
+16.69%
3 Year Est. Return
+47.44%
5 Year Est. Return
+41.71%
10 Year Est. Return
–
AUM
$968M
AUM Growth
+$120M
Cap. Flow
+$104M
Cap. Flow %
10.75%
Top 10 Hldgs %
89.49%
Holding
16
New
–
Increased
5
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$39.9M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$27.1M
3
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$26.9M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$10.1M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$135K

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$1.03T
$152M 15.72%
242,780
+43,665
+22% +$27.1M
IEMG icon
2
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$132M 13.64%
1,964,259
+150,500
+8% +$10.1M
MOAT icon
3
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$115M 11.85%
1,107,967
+262,940
+31% +$26.9M
SPY icon
4
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$110M 11.4%
161,923
– –
ANGL icon
5
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.1B
$76M 7.85%
2,587,512
+1,356,065
+110% +$39.9M
TUA icon
6
Simplify Short Term Treasury Futures Strategy ETF
TUA
$656M
$65M 6.71%
2,967,492
– –
RSP icon
7
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$62.9M 6.5%
328,428
– –
IEFA icon
8
iShares Core MSCI EAFE ETF
IEFA
$195B
$61.2M 6.32%
685,189
– –
FEZ icon
9
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.54B
$51.8M 5.35%
802,765
– –
VCIT icon
10
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
$40.3M 4.16%
480,641
+1,605
+0.3% +$135K
VYM icon
11
Vanguard High Dividend Yield ETF
VYM
$83.7B
$28.7M 2.96%
200,033
– –
BBJP icon
12
JPMorgan BetaBuilders Japan ETF
BBJP
$18.7B
$25.3M 2.61%
384,185
– –
JIRE icon
13
JPMorgan International Research Enhanced Equity ETF
JIRE
$11.3B
$24.1M 2.49%
322,180
– –
MOTI icon
14
VanEck Morningstar International Moat ETF
MOTI
$77.1M
$11.5M 1.19%
314,273
– –
RF icon
15
Regions Financial
RF
$26.8B
$7.56M 0.78%
279,090
– –
AMLP icon
16
Alerian MLP ETF
AMLP
$13.3B
$4.61M 0.48%
97,825
– –

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Southern Farm Bureau Life Insurance's Q4 2025 Portfolio in Review

As of Q4 2025, Southern Farm Bureau Life Insurance held 16 positions worth $968M, up 14% from $848M the previous quarter. Its ten largest holdings account for 89% of the portfolio.

Southern Farm Bureau Life Insurance deployed $104M of net new capital in Q4 2025, adding to 5 existing holdings.

By sector, the portfolio is most concentrated in Financials at 0.78% of assets, down from 0.87% a quarter earlier.

  • Southern Farm Bureau Life Insurance added most to VanEck Fallen Angel High Yield Bond ETF in Q4 2025, an estimated $39.9M increase.
  • Southern Farm Bureau Life Insurance's ten largest holdings make up 89% of its $968M portfolio in Q4 2025.
  • Southern Farm Bureau Life Insurance opened 0 new positions and closed 0 in Q4 2025.
  • Southern Farm Bureau Life Insurance's portfolio value rose 14% quarter-over-quarter to $968M.

Based on Southern Farm Bureau Life Insurance's 13F filing for Q4 2025, filed 28 Jan 2026.