Southern Farm Bureau Life Insurance
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 17, 2025), Southern Farm Bureau Life Insurance reported 16 stock positions worth $703.9 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 17.2% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 16.7%) and Vaneck Morningstar Wide Moat (MOAT, 11.1%). Compared with Q3 2024, it opened 1 new position and added to 1. The biggest buy was a new position in Sim St Treas Fut Strat ETF (TUA).
- Most Recent 13F
- Q2 2026
- Location
- JACKSON, MS
- CIK
- 0001831944
- Portfolio Value
- $703.9M (Q4 2024)
- SEC Filing
- 0001831944-25-000001 ↗ filed Jan 17, 2025
Holdings Value
Holdings 16 stocks · $703.9M
| SPY SS SPDR S&P 500 ETF Trust-US | 17.21% | 206,768 | $121.1M | No change |
| VOO Vanguard S&P 500 ETF | 16.70% | 218,225 | $117.5M | Add +26.0% |
| MOAT Vaneck Morningstar Wide Moat | 11.13% | 845,027 | $78.3M | No change |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 8.95% | 2,967,492 | $63.0M | New |
| RSP Invesco S&P 500 Equal Weight | 8.17% | 328,428 | $57.5M | No change |
| IEMG iShares Core MSCI Emerging | 5.88% | 790,499 | $41.4M | No change |
| IEFA iShares Core MSCI Eafe ETF | 5.56% | 556,709 | $39.1M | No change |
| VCIT Vanguard Int-Term Corporate | 5.56% | 487,736 | $39.1M | No change |
| ANGL Vaneck Fallen Angel High YLD | 5.02% | 1,231,447 | $35.3M | No change |
| FEZ State Street SPDR Euro Stoxx | 4.21% | 613,480 | $29.6M | No change |
| VYM Vanguard High DVD Yield ETF | 3.63% | 200,033 | $25.5M | No change |
| BBJP JPMorgan Betabuilders Japan | 2.99% | 384,185 | $21.0M | No change |
| JIRE JPMorgan Int Res Enh Eqty | 2.04% | 245,980 | $14.4M | No change |
| MOTI Vaneck Mstar Int Moat ETF | 1.36% | 314,273 | $9.6M | No change |
| RF Regions Financial Corp. | 0.93% | 279,090 | $6.6M | No change |
| AMLP Alerian MLP ETF | 0.67% | 97,825 | $4.7M | No change |
Portfolio Sells Q3 2024 → Q4 2024
| None this quarter. | |||
Portfolio Buys Q3 2024 → Q4 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 |