$605 Million is the total value of Southern Farm Bureau Life Insurance's 19 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JEPI | New | J P MORGAN EXCHANGE TRADED Fequity premium | $14,006,000 | – | 273,450 | +100.0% | 2.31% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF Trust | 15 | Q2 2024 | 30.4% |
| Vanguard S&P 500 ETF | 15 | Q2 2024 | 20.8% |
| VanEck Vectors Fallen Angel Hi | 15 | Q2 2024 | 9.1% |
| ISHARES INC | 15 | Q2 2024 | 7.5% |
| ALPS ETF TR | 15 | Q2 2024 | 2.0% |
| REGIONS FINANCIAL CORP NEW | 15 | Q2 2024 | 1.0% |
| ISHARES TR | 14 | Q2 2024 | 15.3% |
| VANGUARD WHITEHALL FDS | 14 | Q2 2024 | 4.0% |
| VANGUARD WHITEHALL FDS | 13 | Q4 2023 | 9.8% |
| Golub Capital BDC Inc | 12 | Q2 2024 | 8.8% |
View Southern Farm Bureau Life Insurance's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-24 |
| 13F-HR/A | 2023-01-24 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-08-01 |
View Southern Farm Bureau Life Insurance's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.