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Southern Farm Bureau Life Insurance Portfolio
$1.1B across 16 positions as of 2026-09-30, with 88% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+12.7%
-1.8% a year vs the S&P 500
3 years
+16.5%
-4.8% a year vs the S&P 500
5 years
+7.9%
-4.3% a year vs the S&P 500
Quarters ahead
6 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.1% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +12.0% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.6% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.1% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.8% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.5% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -1.5% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -2.5% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VOOVanguard S&P 500 ETF | $170.1M | 15.7% | 242,780 |
| IEMGiShares Core MSCI Emerging Markets ETF | $165.7M | 15.3% | 2,037,659 |
| SPYState Street SPDR S&P 500 ETF Trust | $123.4M | 11.4% | 161,923 |
| VANECK ETF TRUST | $120.2M | 11.1% | 4,309,819 |
| MOATVanEck Morningstar Wide Moat ETF | $117.1M | 10.8% | 1,107,967 |
| RSPInvesco S&P 500 Equal Weight ETF | $68.3M | 6.3% | 328,428 |
| IEFAiShares Core MSCI EAFE ETF | $66.4M | 6.1% | 685,189 |
| SPDR INDEX SHS FDS | $54.3M | 5.0% | 802,765 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $37.7M | 3.5% | 480,641 |
| VYMVanguard High Dividend Yield ETF | $31M | 2.9% | 200,033 |
| SPCXSpace Exploration Technologies Corp | $30.3M | 2.8% | 200,910 |
| BBJPJPMorgan BetaBuilders Japan ETF | $30.2M | 2.8% | 384,185 |
| JIREJ.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF | $26.4M | 2.4% | 322,180 |
| MTUMiShares MSCI USA Momentum Factor ETF | $17.4M | 1.6% | 54,875 |
| VLUEiShares MSCI USA Value Factor ETF | $14.9M | 1.4% | 75,305 |
| VANECK ETF TRUST | $10.9M | 1.0% | 314,273 |
Quarter ending 2026-09-30.
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