Southern Farm Bureau Life Insurance
Annual return '25
+13.8%
SPY '25
+17.7%
Alpha
-4.0ptsvs SPY
Invested
$968K
Holdings
16
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
15.7%
02
$IEMG
ISHARES INC
Held since at least Q1 2024
13.6%
03
$MOAT
VANECK ETF TRUST
Held since at least Q1 2024
11.8%
04
$SPY
SPDR S&P 500 ETF TR
Held since at least Q1 2024
11.4%
05
$ANGL
VANECK ETF TRUST
Held since at least Q1 2024
7.9%
06
$TUA
SIMPLIFY EXCHANGE TRADED FUN
Held since at least Q1 2024
6.7%
07
$RSP
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
6.5%
08
$IEFA
ISHARES TR
Held since at least Q1 2024
6.3%
09
$FEZ
SPDR INDEX SHS FDS
Held since at least Q1 2024
5.4%
10
$VCIT
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
4.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:42 UTC.