American Family Investments, Inc.

CIK 0002029723 · Q2 2026

13F Equity AUM

$5.5B

+45.7% QoQ

Positions

-13 QoQ

AUM Rank

#1,436

Top 11%

Skill Alpha (FF)

—

Building track record (7q)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 85.8%Top 10: 98.0%Top 20: 100.0%

BHYB47.1%

IWV12.5%

JNK9.9%

SPIB8.8%

VCIT7.5%

IGF3.0%

VOO2.7%

BOW2.5%

XLRE2.0%

IWP1.9%

Others (3)2.0%

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

Sector Allocation

No sector data available.

Position Sizing

Positions: 13Median: 2.70%Avg: 7.69%

0–0.5%

2(0.5%)

0.5–1%

0(0.0%)

1–3%

5(10.7%)

3–5%

1(3.0%)

5%+

5(85.8%)

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

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 13vs 20 funds

0%Low

Fund positions

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.

Loading overlap analysis...

Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

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

Loading position changes...

Holdings

Loading holdings...