Institutional Manager · CIK 0001831944
Southern Farm Bureau Life Insurance
JACKSON, MS · File #028-20484
Latest AUM
$968,395
Positions
16
Top-10 Concentration
89.5%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F COMBINATION REPORTQ/E Dec 202516 pos · $968,395
- 13F COMBINATION REPORTQ/E Sep 202516 pos · $847,899
- 13F COMBINATION REPORTQ/E Jun 202516 pos · $782,179
- 13F COMBINATION REPORTQ/E Mar 202516 pos · $681,218
- 13F COMBINATION REPORTQ/E Dec 202416 pos · $703,924
- 13F COMBINATION REPORTQ/E Sep 202415 pos · $636,359
- 13F COMBINATION REPORTQ/E Jun 202418 pos · $608,578
- 13F COMBINATION REPORTQ/E Mar 202415 pos · $604,361
- 13F COMBINATION REPORTQ/E Dec 202316 pos · $564,568
- 13F COMBINATION REPORTQ/E Sep 202317 pos · $621,534
- 13F COMBINATION REPORTQ/E Jun 202316 pos · $592,546
- 13F COMBINATION REPORT (Amended)Q/E Mar 202317 pos · $623,051
- 13F COMBINATION REPORTQ/E Mar 202317 pos · $623,051
Top 16 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 242,780 | $152,228 | 15.72% |
| 2 | ISHARES INC | 46434G103 | 1,964,259 | $132,051 | 13.64% |
| 3 | VANECK ETF TRUST | 92189F643 | 1,107,967 | $114,720 | 11.85% |
| 4 | SPDR S&P 500 ETF TR | SPY | 161,923 | $110,401 | 11.40% |
| 5 | VANECK ETF TRUST | 92189F437 | 2,587,512 | $76,045 | 7.85% |
| 6 | SIMPLIFY EXCHANGE TRADED FUN | 82889N657 | 2,967,492 | $65,018 | 6.71% |
| 7 | INVESCO EXCHANGE TRADED FD T | IVZ | 328,428 | $62,907 | 6.50% |
| 8 | ISHARES TR | 46432F842 | 685,189 | $61,193 | 6.32% |
| 9 | SPDR INDEX SHS FDS | 78463X202 | 802,765 | $51,820 | 5.35% |
| 10 | VANGUARD SCOTTSDALE FDS | 92206C870 | 480,641 | $40,258 | 4.16% |
| 11 | VANGUARD WHITEHALL FDS | 921946406 | 200,033 | $28,707 | 2.96% |
| 12 | J P MORGAN EXCHANGE TRADED F | 46641Q217 | 384,185 | $25,268 | 2.61% |
| 13 | J P MORGAN EXCHANGE TRADED F | 46641Q134 | 322,180 | $24,135 | 2.49% |
| 14 | VANECK ETF TRUST | 92189F593 | 314,273 | $11,476 | 1.19% |
| 15 | REGIONS FINANCIAL CORP NEW | RF-PF | 279,090 | $7,563 | 0.78% |
| 16 | ALPS ETF TR | 00162Q452 | 97,825 | $4,605 | 0.48% |