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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
CMG icon
251
Chipotle Mexican Grill
CMG
$47.2B
$210K 0.01%
+6,186
New +$202K
IDXX icon
252
Idexx Laboratories
IDXX
$44.1B
$208K 0.01%
395
– –
VST icon
253
Vistra
VST
$50B
$205K 0.01%
+1,294
New +$201K
PAYX icon
254
Paychex
PAYX
$41.6B
$201K 0.01%
+2,043
New +$193K
TROW icon
255
T. Rowe Price
TROW
$23.9B
$200K 0.01%
+1,761
New +$180K
SOFI icon
256
SoFi Technologies
SOFI
$21B
$188K 0.01%
+10,511
New +$178K
ADSK icon
257
Autodesk
ADSK
$49.5B
– –
-867
Closed -$208K
AVB icon
258
AvalonBay Communities
AVB
$26.5B
– –
-1,225
Closed -$200K
BSX icon
259
Boston Scientific
BSX
$69.5B
– –
-7,455
Closed -$468K
CBOE icon
260
Cboe Global Markets
CBOE
$32.5B
– –
-842
Closed -$237K
CMCSA icon
261
Comcast
CMCSA
$85B
– –
-8,138
Closed -$234K
DOW icon
262
Dow Inc
DOW
$21.9B
– –
-5,479
Closed -$228K
EOG icon
263
EOG Resources
EOG
$79.2B
– –
-1,721
Closed -$249K
EQR icon
264
Equity Residential
EQR
$24.9B
– –
-3,485
Closed -$206K
FOX icon
265
Fox Class B
FOX
$21.8B
– –
-4,604
Closed -$244K
HCA icon
266
HCA Healthcare
HCA
$87.2B
– –
-522
Closed -$247K
INTU icon
267
Intuit
INTU
$86.5B
– –
-896
Closed -$387K
IYR icon
268
iShares US Real Estate ETF
IYR
$4.66B
– –
-243,000
Closed -$23M
MDT icon
269
Medtronic
MDT
$109B
– –
-3,419
Closed -$296K
NKE icon
270
Nike
NKE
$61.9B
– –
-4,342
Closed -$229K
NTRS icon
271
Northern Trust
NTRS
$33.3B
– –
-1,516
Closed -$212K
OXY icon
272
Occidental Petroleum
OXY
$56.8B
– –
-3,417
Closed -$222K
SLB icon
273
SLB Ltd
SLB
$73.6B
– –
-4,068
Closed -$209K
VICI icon
274
VICI Properties
VICI
$29B
– –
-9,591
Closed -$262K
ZTS icon
275
Zoetis
ZTS
$32.4B
– –
-1,821
Closed -$215K
7 8 9 10
11

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ESBC
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II
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CC
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FDP
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RIA
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PAIM
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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.