American Family Investments, Inc.

CIK 0002029723 · Q2 2026

13F Equity AUM

$5.5B

+45.7% QoQ

Positions

0 QoQ

AUM Rank

#783

Top 9%

Skill Alpha (FF)

—

Building track record (8q)

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

Financial Services99.9%

Other0.1%

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

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

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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.

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Position Changes This Quarter

New0Increased9Decreased2Exited0

Increased

BHYB47.1%

+13.1M(+37%)

SPIB8.8%

+4.5M(+44%)

VCIT7.5%

+2.3M(+82%)

JNK9.9%

+2.1M(+59%)

XLRE2.0%

+1.2M(+87%)

IGF3.0%

+1.2M(+85%)

IWV12.5%

+784K(+93%)

IWP1.9%

+103K(+17%)

VOO2.7%

+11K(+5%)

Decreased

HYD1.5%

-2,254,714(-58%)

LQD0.3%

-118,000(-43%)

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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