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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

InvestmentPortfolio %Reported Value
BHYB
Xtrackers Us Hy Bb-b Ex Fin
Recent Activity
Increased 22.34%
49.67%
$1.889B
35.022M shares@ $53.93 avg price
SPIB
Spdr Port Int Corp Bond Etf
Recent Activity
Increased 17.07%
8.98%
$341.404M
10.179M shares@ $33.54 avg price
JNK
Spdr Bloomberg High Yield Bo
Recent Activity
Increased 70.74%
8.98%
$341.242M
3.565M shares@ $95.72 avg price
IWV
Ishares Russell 3000 Etf
Recent Activity
Increased 210.39%
8.23%
$312.757M
843,738 shares@ $370.69 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 125.02%
6%
$228.094M
2.756M shares@ $82.75 avg price
HYD
Vaneck High Yield Muni Etf
Recent Activity
Increased 33.51%
5.12%
$194.594M
3.881M shares@ $50.15 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 10.23%
3.26%
$123.646M
206,921 shares@ $597.56 avg price
BOW
Bowhead Specialty Holdings I
Recent Activity
2.78%
$105.438M
4.701M shares@ $22.43 avg price
IGF
Ishares Global Infrastructur
Recent Activity
New Position
2.42%
$91.838M
1.371M shares@ $67.0 avg price
IWP
Ishares Russell Mid-cap Grow
Recent Activity
Increased 10.48%
2.1%
$79.501M
620,523 shares@ $128.13 avg price

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