Southern Farm Bureau Life Insurance

CIK 0001831944 · Q1 2026

13F Equity AUM

$947K

-99.9% QoQ

Positions

-1 QoQ

AUM Rank

#11,991

Top 96%

Skill Alpha (FF)

-4.3%/yr^ns

No Clear Edge

Rank #7,127 · Top 87%

vs S&P -7.9%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 60.5%Top 10: 89.6%Top 20: 100.0%

VOO15.3%

IEMG14.9%

MOAT11.3%

SPY11.1%

ANGL7.8%

RSP6.7%

TUA6.6%

IEFA6.5%

FEZ5.2%

VCIT4.2%

Others (5)10.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services100.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 15Median: 6.53%Avg: 6.67%

0–0.5%

0(0.0%)

0.5–1%

1(0.8%)

1–3%

3(6.5%)

3–5%

2(7.3%)

5%+

9(85.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 14Unique: 1vs 20 funds

0.2%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

0.3%

JPMORGAN CHASE & CO

0.3%

BANK OF AMERICA CORP /DE/

0.3%

FMR LLC

0.4%

BlackRock, Inc.

0.2%

STATE STREET CORP

0.1%

VANGUARD CAPITAL MANAGEMENT LLC

0.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

GEODE CAPITAL MANAGEMENT, LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New0Increased1Decreased0Exited1

Increased

IEMG14.9%

+73K(+4%)

Exited

AMLP

-97,825

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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