David Graham
American Family Investments, Inc.
Assets Managed
$3.803B
Holdings
13
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
36.87%(2Q avg: 41.24%)
Sustained Growth
4 quarters
Portfolio positions
This chart displays the top 10 holdings in American Family Investments, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 13 positions.
Assets under management
The assets under management (AUM) of American Family Investments, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.803B in assets, with a quarterly growth rate of 36.87% and a 2-quarter average growth rate of 41.24%. The portfolio is managed by David Graham, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
BHYB Xtrackers Us Hy Bb-b Ex Fin
| 49.67% | $1.889B 35.022M shares@ $53.93 avg price | Increased 22.34% |
SPIB Spdr Port Int Corp Bond Etf
| 8.98% | $341.404M 10.179M shares@ $33.54 avg price | Increased 17.07% |
JNK Spdr Bloomberg High Yield Bo
| 8.98% | $341.242M 3.565M shares@ $95.72 avg price | Increased 70.74% |
IWV Ishares Russell 3000 Etf
| 8.23% | $312.757M 843,738 shares@ $370.69 avg price | Increased 210.39% |
VCIT Vanguard Int-term Corporate
| 6% | $228.094M 2.756M shares@ $82.75 avg price | Increased 125.02% |
HYD Vaneck High Yield Muni Etf
| 5.12% | $194.594M 3.881M shares@ $50.15 avg price | Increased 33.51% |
VOO Vanguard S&p 500 Etf
| 3.26% | $123.646M 206,921 shares@ $597.56 avg price | Increased 10.23% |
BOW Bowhead Specialty Holdings I
| 2.78% | $105.438M 4.701M shares@ $22.43 avg price | |
IGF Ishares Global Infrastructur
| 2.42% | $91.838M 1.371M shares@ $67.0 avg price | New Position |
IWP Ishares Russell Mid-cap Grow
| 2.1% | $79.501M 620,523 shares@ $128.13 avg price | Increased 10.48% |
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