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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
+14.45%
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
$1.57B
AUM Growth
+$220M
Cap. Flow
+$73.7M
Cap. Flow %
4.69%
Top 10 Hldgs %
40.05%
Holding
282
New
15
Increased
29
Reduced
141
Closed
18

Top Buys

Rank Stock Value
1
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$23M
2
WMB icon
Williams Companies
WMB
+$12.3M
3
FGD icon
First Trust Dow Jones Global Select Dividend Index Fund
FGD
+$11M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$10.9M
5
NVDA icon
NVIDIA
NVDA
+$7.62M

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$6.02M
2
AAPL icon
Apple
AAPL
+$1.03M
3
MSFT icon
Microsoft
MSFT
+$893K
4
PG icon
Procter & Gamble
PG
+$479K
5
UNH icon
UnitedHealth
UNH
+$356K

Sector Composition

Rank Sector Weight
1 Technology 32.15%
2 Financials 13.14%
3 Healthcare 9.56%
4 Utilities 6.91%
5 Consumer Staples 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPG icon
226
Simon Property Group
SPG
$71.7B
$241K 0.02%
1,500
-389
-21% -$61.5K
DGX icon
227
Quest Diagnostics
DGX
$26.3B
$241K 0.02%
1,339
– –
PCAR icon
228
PACCAR
PCAR
$69.7B
$240K 0.02%
2,525
– –
AFL icon
229
Aflac
AFL
$60.7B
$240K 0.02%
2,271
– –
CBOE icon
230
Cboe Global Markets
CBOE
$29.8B
$232K 0.01%
996
– –
URI icon
231
United Rentals
URI
$72.4B
$232K 0.01%
308
-76
-20% -$50.8K
HES
232
DELISTED
Hess
HES
$231K 0.01%
1,666
– –
FDX icon
233
FedEx
FDX
$77.1B
$229K 0.01%
1,006
– –
ABNB icon
234
Airbnb
ABNB
$108B
$227K 0.01%
1,714
-185
-10% -$23.4K
DXCM icon
235
DexCom
DXCM
$33.4B
$226K 0.01%
+2,590
New +$203K
LEN icon
236
Lennar Class A
LEN
$20.8B
$225K 0.01%
2,036
– –
A icon
237
Agilent Technologies
A
$42.2B
$224K 0.01%
1,895
– –
DHI icon
238
D.R. Horton
DHI
$41.6B
$222K 0.01%
1,724
– –
PSX icon
239
Phillips 66
PSX
$87.5B
$222K 0.01%
1,861
-276
-13% -$30.9K
BDX icon
240
Becton Dickinson
BDX
$49.1B
$221K 0.01%
1,285
– –
ITW icon
241
Illinois Tool Works
ITW
$84.2B
$220K 0.01%
890
-177
-17% -$42.8K
MSCI icon
242
MSCI
MSCI
$40.9B
$219K 0.01%
379
-29
-7% -$16.1K
EXR icon
243
Extra Space Storage
EXR
$31B
$218K 0.01%
1,481
– –
KEYS icon
244
Keysight
KEYS
$58.8B
$218K 0.01%
+1,331
New +$203K
KEY icon
245
KeyCorp
KEY
$24.3B
$217K 0.01%
12,482
– –
IDXX icon
246
Idexx Laboratories
IDXX
$47B
$217K 0.01%
405
-142
-26% -$67.9K
TGT icon
247
Target
TGT
$69.5B
$217K 0.01%
2,200
– –
INVH icon
248
Invitation Homes
INVH
$17.8B
$217K 0.01%
6,614
-2,497
-27% -$83.8K
RSG icon
249
Republic Services
RSG
$66.1B
$216K 0.01%
+877
New +$217K
GIS icon
250
General Mills
GIS
$19.8B
$216K 0.01%
4,171
-534
-11% -$29.5K
8 9
10
11 12

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ESBC
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II
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CC
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RIA
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PAIM
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ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return

Fukoku Mutual Life Insurance's Q2 2025 Portfolio in Review

As of Q2 2025, Fukoku Mutual Life Insurance held 282 positions worth $1.57B, up 16% from $1.35B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Fukoku Mutual Life Insurance deployed $73.7M of net new capital in Q2 2025, opening 15 new positions and adding to 29 existing holdings. Its largest new stake was JPMorgan Equity Premium Income ETF: 415,000 shares worth $23.6M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 27% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Broadcom, an estimated $6.02M trimmed.

  • Fukoku Mutual Life Insurance's largest Q2 2025 buy was JPMorgan Equity Premium Income ETF: 415,000 shares worth $23.6M.
  • Fukoku Mutual Life Insurance added most to Williams Companies in Q2 2025, an estimated $12.3M increase.
  • Fukoku Mutual Life Insurance's biggest Q2 2025 reduction was Broadcom, cutting an estimated $6.02M.
  • Fukoku Mutual Life Insurance fully exited Fox Class B in Q2 2025, selling an estimated $326K.
  • Fukoku Mutual Life Insurance's ten largest holdings make up 40% of its $1.57B portfolio in Q2 2025.
  • Fukoku Mutual Life Insurance opened 15 new positions and closed 18 in Q2 2025.
  • Fukoku Mutual Life Insurance's portfolio value rose 16% quarter-over-quarter to $1.57B.

Based on Fukoku Mutual Life Insurance's 13F filing for Q2 2025, filed 12 Aug 2025.