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FMLI

Fukoku Mutual Life Insurance Portfolio holdings

AUM $1.72B
1-Year Est. Return 29.29%
This Fund
S&P 500
This Quarter Est. Return
+13.87%
1 Year Est. Return
+29.29%
3 Year Est. Return
+102.78%
5 Year Est. Return
+118.88%
10 Year Est. Return
+244.09%
AUM
$1.72B
AUM Growth
+$189M
Cap. Flow
+$48.3M
Cap. Flow %
2.81%
Top 10 Hldgs %
41.63%
Holding
275
New
40
Increased
51
Reduced
44
Closed
19

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$18.7M
2
TSM icon
TSMC
TSM
+$18.2M
3
BALI icon
iShares U.S. Large Cap Premium Income Active ETF
BALI
+$12.3M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$11.4M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.18M

Top Sells

Rank Stock Value
1
IYR icon
iShares US Real Estate ETF
IYR
+$23M
2
CVX icon
Chevron
CVX
+$15.8M
3
AVGO icon
Broadcom
AVGO
+$12.1M
4
BSX icon
Boston Scientific
BSX
+$468K
5
ANET icon
Arista Networks
ANET
+$402K

Sector Composition

Rank Sector Weight
1 Technology 34.59%
2 Financials 10.78%
3 Healthcare 10.52%
4 Utilities 7.41%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
1
Broadcom
AVGO
$1.85T
$227M 13.2%
599,883
-30,232
-5% -$12.1M
CSCO icon
2
Cisco
CSCO
$457B
$70.5M 4.11%
600,335
– –
NVDA icon
3
NVIDIA
NVDA
$4.86T
$70.3M 4.1%
351,526
+90,842
+35% +$18.7M
MRK icon
4
Merck
MRK
$322B
$57.5M 3.35%
447,246
– –
KO icon
5
Coca-Cola
KO
$377B
$56.2M 3.27%
690,975
+1,667
+0.2% +$132K
JPM icon
6
JPMorgan Chase
JPM
$935B
$51.9M 3.02%
158,696
+4,059
+3% +$1.26M
IDV icon
7
iShares International Select Dividend ETF
IDV
$8.45B
$51M 2.97%
1,232,000
– –
MO icon
8
Altria Group
MO
$114B
$44.3M 2.58%
615,521
+3,656
+0.6% +$255K
MSFT icon
9
Microsoft
MSFT
$3.45T
$43.5M 2.53%
116,648
+2,292
+2% +$927K
ABBV icon
10
AbbVie
ABBV
$443B
$43.1M 2.51%
171,442
– –
NEE icon
11
NextEra Energy
NEE
$181B
$39.5M 2.3%
450,469
+2,252
+0.5% +$204K
MET icon
12
MetLife
MET
$61.9B
$37.6M 2.19%
444,935
-451
-0.1% -$36.4K
TSM icon
13
TSMC
TSM
$2.1T
$36.2M 2.11%
75,769
+44,769
+144% +$18.2M
DIV icon
14
Global X SuperDividend US ETF
DIV
$780M
$35.7M 2.08%
1,873,000
– –
JEPI icon
15
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
$34.8M 2.03%
617,000
+202,000
+49% +$11.4M
FGD icon
16
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.54B
$34M 1.98%
1,063,000
– –
AEP icon
17
American Electric Power
AEP
$69.6B
$32.9M 1.92%
240,766
– –
JNJ icon
18
Johnson & Johnson
JNJ
$618B
$32.9M 1.92%
129,663
+1,684
+1% +$392K
EMB icon
19
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$32.8M 1.91%
340,000
– –
IBM icon
20
IBM
IBM
$211B
$32.2M 1.88%
114,682
– –
DUK icon
21
Duke Energy
DUK
$97.8B
$30.9M 1.8%
244,404
+460
+0.2% +$58K
USB icon
22
US Bancorp
USB
$98.2B
$30.8M 1.79%
509,566
– –
QCOM icon
23
Qualcomm
QCOM
$155B
$30.1M 1.75%
163,044
– –
TXN icon
24
Texas Instruments
TXN
$252B
$29.6M 1.72%
99,165
– –
PFF icon
25
iShares Preferred and Income Securities ETF
PFF
$13.3B
$29.1M 1.7%
955,500
– –
1
2 3 4 5

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Fukoku Mutual Life Insurance's Q2 2026 Portfolio in Review

As of Q2 2026, Fukoku Mutual Life Insurance held 275 positions worth $1.72B, up 12% from $1.53B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Fukoku Mutual Life Insurance's Q2 2026 filing shows 40 new, 51 increased, 44 reduced and 19 closed positions. Its largest new stake was State Street Technology Select Sector SPDR ETF: 29,200 shares worth $5.56M. The largest sale was iShares US Real Estate ETF, an estimated $23M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 29% a quarter earlier, followed by Financials and Healthcare.

  • Fukoku Mutual Life Insurance's largest Q2 2026 buy was State Street Technology Select Sector SPDR ETF: 29,200 shares worth $5.56M.
  • Fukoku Mutual Life Insurance added most to NVIDIA in Q2 2026, an estimated $18.7M increase.
  • Fukoku Mutual Life Insurance's biggest Q2 2026 reduction was Chevron, cutting an estimated $15.8M.
  • Fukoku Mutual Life Insurance fully exited iShares US Real Estate ETF in Q2 2026, selling an estimated $23M.
  • Fukoku Mutual Life Insurance's ten largest holdings make up 42% of its $1.72B portfolio in Q2 2026.
  • Fukoku Mutual Life Insurance opened 40 new positions and closed 19 in Q2 2026.
  • Fukoku Mutual Life Insurance's portfolio value rose 12% quarter-over-quarter to $1.72B.

Based on Fukoku Mutual Life Insurance's 13F filing for Q2 2026, filed 24 Jul 2026.