Southern Farm Bureau Life Insurance

data from 30/09/2025

Capitalization

$ 847.899 M 8.40 %

Average holding period

14 ans

Performance

$ 162.435 M 30.14 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Southern Farm Bureau Life Insurance

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 VOO VANGUARD INDEX FDS 14.39% 121.972 M $ 199115 2020/12/31 8.831 M $ 7.81 %
2025/09/30 IEMG ISHARES INC 14.06% 119.237 M $ 1813759 2020/12/31 10.683 M $ 9.86 %
2025/09/30 SPY SPDR S&P 500 ETF TR 12.72% 107.890 M $ 161923 2020/12/31 7.826 M $ 7.82 %
2025/09/30 MOAT VANECK ETF TRUST 9.88% 83.780 M $ 845027 2022/06/30 4.496 M $ 5.67 %
2025/09/30 TUA SIMPLIFY EXCHANGE TRADED FUN 7.66% 64.988 M $ 2967492 2024/03/31 -474.798 K $ -0.73 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 7.35% 62.319 M $ 328428 2023/09/30 2.614 M $ 4.38 %
2025/09/30 IEFA ISHARES TR 7.07% 59.907 M $ 685189 2020/12/31 2.624 M $ 4.59 %
2025/09/30 FEZ SPDR INDEX SHS FDS 5.87% 49.756 M $ 802765 2023/03/31 1.919 M $ 4.03 %
2025/09/30 VCIT VANGUARD SCOTTSDALE FDS 4.75% 40.268 M $ 479036 2022/06/30 287.308 K $ 1.44 %
2025/09/30 ANGL VANECK ETF TRUST 4.31% 36.543 M $ 1231447 2020/12/31 554.151 K $ 1.54 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 3.33% 28.203 M $ 200033 2021/03/31 1.528 M $ 5.73 %
2025/09/30 BBJP J P MORGAN EXCHANGE TRADED F 3.03% 25.656 M $ 384185 2024/03/31 1.744 M $ 7.33 %
2025/09/30 JIRE J P MORGAN EXCHANGE TRADED F 2.80% 23.725 M $ 322180 2024/06/30 892.438 K $ 3.92 %
2025/09/30 MOTI VANECK ETF TRUST 1.38% 11.699 M $ 314273 2023/03/31 754.255 K $ 6.93 %
2025/09/30 RF REGIONS FINANCIAL CORP NEW 0.87% 7.360 M $ 279090 2020/12/31 795.406 K $ 12.12 %
2025/09/30 AMLP ALPS ETF TR 0.54% 4.596 M $ 97825 2020/12/31 -188.802 K $ -3.95 %