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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
+2.25%
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
$1.53B
AUM Growth
+$3.78M
Cap. Flow
-$816K
Cap. Flow %
-0.05%
Top 10 Hldgs %
40.28%
Holding
257
New
11
Increased
7
Reduced
64
Closed
22

Top Buys

Rank Stock Value
1
BALI icon
iShares U.S. Large Cap Premium Income Active ETF
BALI
+$11.6M
2
MSFT icon
Microsoft
MSFT
+$11.5M
3
TSM icon
TSMC
TSM
+$10.3M
4
NVDA icon
NVIDIA
NVDA
+$4.63M
5
VLO icon
Valero Energy
VLO
+$242K

Top Sells

Rank Stock Value
1
ICF icon
iShares Select U.S. REIT ETF
ICF
+$10.4M
2
KMB icon
Kimberly-Clark
KMB
+$8.05M
3
QCOM icon
Qualcomm
QCOM
+$5.11M
4
INTU icon
Intuit
INTU
+$2.86M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.05M

Sector Composition

Rank Sector Weight
1 Technology 28.68%
2 Healthcare 11.29%
3 Financials 10.65%
4 Utilities 8.44%
5 Consumer Staples 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
YUM icon
226
Yum! Brands
YUM
$39.5B
$210K 0.01%
1,348
– –
SLB icon
227
SLB Ltd
SLB
$79.7B
$209K 0.01%
+4,068
New +$197K
WAB icon
228
Wabtec
WAB
$50.3B
$208K 0.01%
+833
New +$201K
ADSK icon
229
Autodesk
ADSK
$53.1B
$208K 0.01%
867
– –
EQR icon
230
Equity Residential
EQR
$24.4B
$206K 0.01%
3,485
– –
DELL icon
231
Dell
DELL
$285B
$203K 0.01%
1,234
-2,260
-65% -$301K
NUE icon
232
Nucor
NUE
$61.9B
$202K 0.01%
+1,192
New +$208K
DHI icon
233
D.R. Horton
DHI
$42.2B
$201K 0.01%
1,464
– –
AVB icon
234
AvalonBay Communities
AVB
$26B
$200K 0.01%
1,225
– –
F icon
235
Ford
F
$55.7B
$190K 0.01%
16,460
– –
A icon
236
Agilent Technologies
A
$42.2B
– –
-1,614
Closed -$220K
BDX icon
237
Becton Dickinson
BDX
$49.4B
– –
-1,034
Closed -$201K
CMG icon
238
Chipotle Mexican Grill
CMG
$40.5B
– –
-6,186
Closed -$229K
CTSH icon
239
Cognizant
CTSH
$26.4B
– –
-2,506
Closed -$208K
EW icon
240
Edwards Lifesciences
EW
$54B
– –
-2,411
Closed -$206K
FISV
241
Fiserv Inc
FISV
$28B
– –
-3,122
Closed -$210K
GIS icon
242
General Mills
GIS
$20.2B
– –
-5,727
Closed -$266K
HOOD icon
243
Robinhood
HOOD
$84.9B
– –
-2,826
Closed -$320K
ICF icon
244
iShares Select U.S. REIT ETF
ICF
$2.07B
– –
-174,000
Closed -$10.4M
IQV icon
245
IQVIA
IQV
$40.1B
– –
-966
Closed -$218K
KMB icon
246
Kimberly-Clark
KMB
$36.1B
– –
-79,802
Closed -$8.05M
MSCI icon
247
MSCI
MSCI
$40.8B
– –
-354
Closed -$203K
NDAQ icon
248
Nasdaq
NDAQ
$53.1B
– –
-2,312
Closed -$225K
PAYX icon
249
Paychex
PAYX
$43.1B
– –
-2,043
Closed -$229K
RKLB icon
250
Rocket Lab Corp
RKLB
$50B
– –
-2,903
Closed -$203K
7 8 9
10
11

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Fukoku Mutual Life Insurance's Q1 2026 Portfolio in Review

As of Q1 2026, Fukoku Mutual Life Insurance held 257 positions worth $1.53B, up 0.25% from $1.52B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Fukoku Mutual Life Insurance's Q1 2026 filing shows 11 new, 7 increased, 64 reduced and 22 closed positions. Its largest new stake was iShares U.S. Large Cap Premium Income Active ETF: 366,000 shares worth $11.3M. The largest sale was iShares Select U.S. REIT ETF, an estimated $10.4M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 31% a quarter earlier, followed by Healthcare and Financials.

  • Fukoku Mutual Life Insurance's largest Q1 2026 buy was iShares U.S. Large Cap Premium Income Active ETF: 366,000 shares worth $11.3M.
  • Fukoku Mutual Life Insurance added most to Microsoft in Q1 2026, an estimated $11.5M increase.
  • Fukoku Mutual Life Insurance's biggest Q1 2026 reduction was Qualcomm, cutting an estimated $5.11M.
  • Fukoku Mutual Life Insurance fully exited iShares Select U.S. REIT ETF in Q1 2026, selling an estimated $10.4M.
  • Fukoku Mutual Life Insurance's ten largest holdings make up 40% of its $1.53B portfolio in Q1 2026.
  • Fukoku Mutual Life Insurance opened 11 new positions and closed 22 in Q1 2026.
  • Fukoku Mutual Life Insurance's portfolio value rose 0.25% quarter-over-quarter to $1.53B.

Based on Fukoku Mutual Life Insurance's 13F filing for Q1 2026, filed 28 Apr 2026.