Southern Farm Bureau Life Insurance
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Southern Farm Bureau Life Insurance reported 16 stock positions worth $681.2 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 15.0% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 14.1%) and Vaneck Morningstar Wide Moat (MOAT, 10.9%). Compared with Q4 2024, it added to 4 and reduced 3. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +23%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- JACKSON, MS
- CIK
- 0001831944
- Portfolio Value
- $681.2M (Q1 2025)
- SEC Filing
- 0001831944-25-000002 ↗ filed May 15, 2025
Holdings Value
Holdings 16 stocks · $681.2M
| VOO Vanguard S&P 500 ETF | 15.02% | 199,115 | $102.3M | Reduce -8.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 14.08% | 171,633 | $95.9M | Reduce -17.0% |
| MOAT Vaneck Morningstar Wide Moat | 10.91% | 845,027 | $74.3M | No change |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 9.55% | 2,967,492 | $65.0M | No change |
| RSP Invesco S&P 500 Equal Weight | 8.35% | 328,428 | $56.9M | No change |
| IEMG iShares Core MSCI Emerging | 7.68% | 971,169 | $52.3M | Add +22.9% |
| IEFA iShares Core MSCI Eafe ETF | 7.60% | 685,189 | $51.8M | Add +23.1% |
| FEZ State Street SPDR Euro Stoxx | 5.57% | 702,100 | $38.0M | Add +14.4% |
| ANGL Vaneck Fallen Angel High YLD | 5.21% | 1,231,447 | $35.5M | No change |
| VYM Vanguard High DVD Yield ETF | 3.79% | 200,033 | $25.8M | No change |
| BBJP JPMorgan Betabuilders Japan | 3.17% | 384,185 | $21.6M | No change |
| JIRE JPMorgan Int Res Enh Eqty | 3.01% | 322,180 | $20.5M | Add +31.0% |
| VCIT Vanguard Int-Term Corporate | 2.90% | 241,436 | $19.7M | Reduce -50.5% |
| MOTI Vaneck Mstar Int Moat ETF | 1.53% | 314,273 | $10.4M | No change |
| RF Regions Financial Corp. | 0.89% | 279,090 | $6.1M | No change |
| AMLP Alerian MLP ETF | 0.74% | 97,825 | $5.1M | No change |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
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 |