We are live on ! Find out more
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
+0.42%
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
$1.35B
AUM Growth
-$37.9M
Cap. Flow
-$13.4M
Cap. Flow %
-0.99%
Top 10 Hldgs %
38.33%
Holding
280
New
14
Increased
15
Reduced
68
Closed
13

Top Buys

Rank Stock Value
1
CMI icon
Cummins
CMI
+$396K
2
TEAM icon
Atlassian
TEAM
+$338K
3
APP icon
Applovin
APP
+$277K
4
ITW icon
Illinois Tool Works
ITW
+$274K
5
SNOW icon
Snowflake
SNOW
+$267K

Top Sells

Rank Stock Value
1
VZ icon
Verizon
VZ
+$8.58M
2
MSFT icon
Microsoft
MSFT
+$716K
3
JBL icon
Jabil
JBL
+$474K
4
KKR icon
KKR & Co
KKR
+$442K
5
C icon
Citigroup
C
+$397K

Sector Composition

Rank Sector Weight
1 Technology 27.15%
2 Financials 13.49%
3 Healthcare 12.23%
4 Utilities 8.24%
5 Consumer Staples 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NSC icon
226
Norfolk Southern
NSC
$75.2B
$251K 0.02%
1,059
– –
EW icon
227
Edwards Lifesciences
EW
$54B
$248K 0.02%
3,417
– –
ALNY icon
228
Alnylam Pharmaceuticals
ALNY
$29.6B
$247K 0.02%
914
– –
AIG icon
229
American International
AIG
$40.4B
$247K 0.02%
2,837
– –
CSX icon
230
CSX Corp
CSX
$92.5B
$247K 0.02%
8,377
– –
PCAR icon
231
PACCAR
PCAR
$69.8B
$246K 0.02%
2,525
– –
FDX icon
232
FedEx
FDX
$76.3B
$245K 0.02%
1,006
– –
CAG icon
233
Conagra Brands
CAG
$7.14B
$241K 0.02%
9,042
– –
URI icon
234
United Rentals
URI
$71.2B
$241K 0.02%
384
-261
-40% -$179K
WAB icon
235
Wabtec
WAB
$50.3B
$239K 0.02%
1,317
– –
CNC icon
236
Centene
CNC
$32.1B
$234K 0.02%
3,851
– –
LEN icon
237
Lennar Class A
LEN
$21.1B
$234K 0.02%
2,036
-1,214
-37% -$152K
LULU icon
238
lululemon athletica
LULU
$14.3B
$232K 0.02%
821
– –
MSCI icon
239
MSCI
MSCI
$40.8B
$231K 0.02%
408
– –
SNOW icon
240
Snowflake
SNOW
$116B
$230K 0.02%
+1,573
New +$267K
TEL icon
241
TE Connectivity
TEL
$63.3B
$230K 0.02%
1,626
– –
IDXX icon
242
Idexx Laboratories
IDXX
$46.2B
$230K 0.02%
547
– –
TGT icon
243
Target
TGT
$69.2B
$230K 0.02%
2,200
– –
ABNB icon
244
Airbnb
ABNB
$111B
$227K 0.02%
+1,899
New +$254K
DGX icon
245
Quest Diagnostics
DGX
$26.2B
$227K 0.02%
1,339
– –
XYZ
246
Block Inc
XYZ
$47.5B
$226K 0.02%
4,168
-2,700
-39% -$202K
DFS
247
DELISTED
Discover Financial Services
DFS
$225K 0.02%
1,321
-695
-34% -$127K
CBOE icon
248
Cboe Global Markets
CBOE
$29.5B
$225K 0.02%
+996
New +$207K
FIS icon
249
Fidelity National Information Services
FIS
$22.1B
$225K 0.02%
3,015
– –
A icon
250
Agilent Technologies
A
$42.2B
$222K 0.02%
1,895
– –
8 9
10
11 12

Similar funds

WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 1-Year Est. Return
ESBC
E.S. Barr & Co Lexington, Kentucky $1.72B AUM 12.69% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return

Fukoku Mutual Life Insurance's Q1 2025 Portfolio in Review

As of Q1 2025, Fukoku Mutual Life Insurance held 280 positions worth $1.35B, down 2.7% from $1.39B the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Fukoku Mutual Life Insurance's Q1 2025 filing shows 14 new, 15 increased, 68 reduced and 13 closed positions. Its largest new stake was Cummins: 1,123 shares worth $352K. The largest sale was Verizon, an estimated $8.58M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 31% a quarter earlier, followed by Financials and Healthcare.

  • Fukoku Mutual Life Insurance's largest Q1 2025 buy was Cummins: 1,123 shares worth $352K.
  • Fukoku Mutual Life Insurance added most to Netflix in Q1 2025, an estimated $130K increase.
  • Fukoku Mutual Life Insurance's biggest Q1 2025 reduction was Verizon, cutting an estimated $8.58M.
  • Fukoku Mutual Life Insurance fully exited Jabil in Q1 2025, selling an estimated $474K.
  • Fukoku Mutual Life Insurance's ten largest holdings make up 38% of its $1.35B portfolio in Q1 2025.
  • Fukoku Mutual Life Insurance opened 14 new positions and closed 13 in Q1 2025.
  • Fukoku Mutual Life Insurance's portfolio value fell 2.7% quarter-over-quarter to $1.35B.

Based on Fukoku Mutual Life Insurance's 13F filing for Q1 2025, filed 1 May 2025.