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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
+8.16%
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
$1.62B
AUM Growth
+$48.1M
Cap. Flow
-$64M
Cap. Flow %
-3.95%
Top 10 Hldgs %
41.24%
Holding
274
New
10
Increased
10
Reduced
120
Closed
13

Top Buys

Rank Stock Value
1
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$12.2M
2
PFFD icon
Global X US Preferred ETF
PFFD
+$12.2M
3
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$12.2M
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$6.95M
5
PTC icon
PTC
PTC
+$242K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$32.8M
2
AMZN icon
Amazon
AMZN
+$24.2M
3
BLK icon
Blackrock
BLK
+$21M
4
XYLG icon
Global X S&P 500 Covered Call & Growth ETF
XYLG
+$6.93M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.68M

Sector Composition

Rank Sector Weight
1 Technology 31.92%
2 Financials 12.14%
3 Healthcare 10.23%
4 Utilities 7.12%
5 Consumer Staples 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
REGN icon
226
Regeneron Pharmaceuticals
REGN
$82.1B
$234K 0.01%
416
-100
-19% -$56.5K
KEYS icon
227
Keysight
KEYS
$58.7B
$233K 0.01%
1,331
– –
CPRT icon
228
Copart
CPRT
$27.2B
$233K 0.01%
5,175
– –
XYZ
229
Block Inc
XYZ
$47.5B
$232K 0.01%
3,212
-668
-17% -$50K
PNR icon
230
Pentair
PNR
$10.7B
$230K 0.01%
2,079
-601
-22% -$64.2K
VRSK icon
231
Verisk Analytics
VRSK
$23.6B
$229K 0.01%
910
-3,810
-81% -$1.05M
CTVA icon
232
Corteva
CTVA
$50.9B
$228K 0.01%
3,376
– –
EXC icon
233
Exelon
EXC
$46.2B
$227K 0.01%
5,046
-1,122
-18% -$49.3K
WAB icon
234
Wabtec
WAB
$50.3B
$222K 0.01%
1,108
-209
-16% -$41.2K
MPC icon
235
Marathon Petroleum
MPC
$94.5B
$222K 0.01%
+1,152
New +$203K
RMD icon
236
ResMed
RMD
$32.6B
$222K 0.01%
811
– –
UPS icon
237
United Parcel Service
UPS
$88.8B
$222K 0.01%
2,652
– –
GM icon
238
General Motors
GM
$78.4B
$221K 0.01%
+3,632
New +$203K
FISV
239
Fiserv Inc
FISV
$28B
$220K 0.01%
1,707
-6,330
-79% -$907K
F icon
240
Ford
F
$55.7B
$220K 0.01%
18,355
– –
FERG icon
241
Ferguson
FERG
$48.8B
$217K 0.01%
966
– –
FOX icon
242
Fox Class B
FOX
$23.2B
$216K 0.01%
+3,774
New +$199K
SPG icon
243
Simon Property Group
SPG
$71.2B
$216K 0.01%
1,151
-349
-23% -$60.2K
NTRS icon
244
Northern Trust
NTRS
$34.4B
$216K 0.01%
1,602
– –
MSCI icon
245
MSCI
MSCI
$40.8B
$215K 0.01%
379
– –
AMP icon
246
Ameriprise Financial
AMP
$49.7B
$214K 0.01%
435
-86
-17% -$44.1K
EBAY icon
247
eBay
EBAY
$47.2B
$212K 0.01%
+2,329
New +$206K
VLO icon
248
Valero Energy
VLO
$93.3B
$210K 0.01%
1,234
-301
-20% -$44.9K
TROW icon
249
T. Rowe Price
TROW
$24.3B
$209K 0.01%
+2,039
New +$214K
EXR icon
250
Extra Space Storage
EXR
$31B
$209K 0.01%
1,481
– –
7 8 9
10
11

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II
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CC
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PAIM
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ACM
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Fukoku Mutual Life Insurance's Q3 2025 Portfolio in Review

As of Q3 2025, Fukoku Mutual Life Insurance held 274 positions worth $1.62B, up 3.1% from $1.57B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Fukoku Mutual Life Insurance withdrew a net $64M in Q3 2025, closing 13 positions and reducing 120 holdings. Its most notable exit was Global X S&P 500 Covered Call & Growth ETF, an estimated $6.93M position sold in full.

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

Against the trend, Fukoku Mutual Life Insurance opened a new position in Global X S&P 500 Covered Call ETF worth $6.99M.

  • Fukoku Mutual Life Insurance's largest Q3 2025 buy was Global X S&P 500 Covered Call ETF: 178,000 shares worth $6.99M.
  • Fukoku Mutual Life Insurance added most to First Trust Institutional Preferred Securities and Income ETF in Q3 2025, an estimated $12.2M increase.
  • Fukoku Mutual Life Insurance's biggest Q3 2025 reduction was Microsoft, cutting an estimated $32.8M.
  • Fukoku Mutual Life Insurance fully exited Global X S&P 500 Covered Call & Growth ETF in Q3 2025, selling an estimated $6.93M.
  • Fukoku Mutual Life Insurance's ten largest holdings make up 41% of its $1.62B portfolio in Q3 2025.
  • Fukoku Mutual Life Insurance opened 10 new positions and closed 13 in Q3 2025.
  • Fukoku Mutual Life Insurance's portfolio value rose 3.1% quarter-over-quarter to $1.62B.

Based on Fukoku Mutual Life Insurance's 13F filing for Q3 2025, filed 12 Nov 2025.