Southern Farm Bureau Life Insurance
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 22, 2024), Southern Farm Bureau Life Insurance reported 17 stock positions worth $608.6 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 18.5% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 14.2%) and Vaneck Morningstar Wide Moat (MOAT, 12.0%). Compared with Q1 2024, it opened 2 new positions and reduced 1. The biggest buy was a new position in JPMorgan Int Res Enh Eqty (JIRE) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- JACKSON, MS
- CIK
- 0001831944
- Portfolio Value
- $608.6M (Q2 2024)
- SEC Filing
- 0001831944-24-000006 ↗ filed Jul 22, 2024
Holdings Value
Holdings 17 stocks · $608.6M
| SPY SS SPDR S&P 500 ETF Trust-US | 18.48% | 206,768 | $112.5M | No change |
| VOO Vanguard S&P 500 ETF | 14.23% | 173,225 | $86.6M | No change |
| MOAT Vaneck Morningstar Wide Moat | 12.03% | 845,027 | $73.2M | No change |
| RSP Invesco S&P 500 Equal Weight | 8.87% | 328,428 | $54.0M | No change |
| IEMG iShares Core MSCI Emerging | 6.97% | 790,499 | $42.4M | No change |
| IEFA iShares Core MSCI Eafe ETF | 6.62% | 556,709 | $40.3M | Reduce -27.2% |
| VCIT Vanguard Int-Term Corporate | 6.40% | 487,736 | $39.0M | No change |
| ANGL Vaneck Fallen Angel High YLD | 5.75% | 1,231,447 | $35.0M | No change |
| FEZ State Street SPDR Euro Stoxx | 5.04% | 613,480 | $30.7M | No change |
| VYM Vanguard High DVD Yield ETF | 3.90% | 200,033 | $23.7M | No change |
| BBJP JPMorgan Betabuilders Japan | 3.55% | 384,185 | $21.6M | No change |
| JIRE JPMorgan Int Res Enh Eqty | 2.52% | 245,980 | $15.3M | New |
| MOTI Vaneck Mstar Int Moat ETF | 1.63% | 314,273 | $9.9M | No change |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 1.53% | 437,050 | $9.3M | No change |
| RF Regions Financial Corp. | 0.92% | 279,090 | $5.6M | No change |
| GBDC Golub Capital BDC Inc. | 0.80% | 307,988 | $4.8M | New |
| AMLP Alerian MLP ETF | 0.77% | 97,825 | $4.7M | No change |
Portfolio Sells Q1 2024 → Q2 2024
| IEFA iShares Core MSCI Eafe ETF | Reduce -27.2% | 6.62% | −2.75 |
Portfolio Buys Q1 2024 → Q2 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 15 | $1.0B | IEMG, VOO, SPY, MOAT, ANGL |
| Q1 2026 | 15 | $947.2M | VOO, IEMG, MOAT, SPY, ANGL |
| Q4 2025 | 16 | $968.4M | VOO, IEMG, MOAT, SPY, ANGL |
| Q3 2025 | 16 | $847.9M | VOO, IEMG, SPY, MOAT, TUA |
| Q2 2025 | 16 | $782.2M | VOO, IEMG, SPY, MOAT, TUA |
| Q1 2025 | 16 | $681.2M | VOO, SPY, MOAT, TUA, RSP |
| Q4 2024 | 16 | $703.9M | SPY, VOO, MOAT, TUA, RSP |
| Q3 2024 | 15 | $636.4M | SPY, VOO, MOAT, RSP, IEMG |
| Q2 2024 | 17 | $608.6M | SPY, VOO, MOAT, RSP, IEMG |
| Q1 2024 | 15 | $604.4M | SPY, VOO, MOAT, IEFA, RSP |