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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
+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
NDAQ icon
251
Nasdaq
NDAQ
$53.1B
$222K 0.02%
+2,920
New +$230K
EXR icon
252
Extra Space Storage
EXR
$31B
$220K 0.02%
1,481
– –
DHI icon
253
D.R. Horton
DHI
$42.2B
$219K 0.02%
1,724
– –
IT icon
254
Gartner
IT
$11.8B
$218K 0.02%
520
– –
CPB icon
255
Campbell Soup
CPB
$6.78B
$216K 0.02%
5,400
– –
DDOG icon
256
Datadog
DDOG
$88.6B
$215K 0.02%
2,167
– –
FE icon
257
FirstEnergy
FE
$27.1B
$214K 0.02%
5,290
– –
APP icon
258
Applovin
APP
$107B
$213K 0.02%
+804
New +$277K
CBRE icon
259
CBRE Group
CBRE
$42.7B
$213K 0.02%
1,626
-415
-20% -$56.4K
CTVA icon
260
Corteva
CTVA
$50.9B
$212K 0.02%
+3,376
New +$209K
AKAM icon
261
Akamai
AKAM
$16.8B
$212K 0.02%
+2,634
New +$236K
SE icon
262
Sea Limited
SE
$80.5B
$208K 0.02%
+1,594
New +$198K
TROW icon
263
T. Rowe Price
TROW
$24.3B
$207K 0.02%
2,258
– –
RCL icon
264
Royal Caribbean
RCL
$82.1B
$206K 0.02%
+1,003
New +$237K
OKTA icon
265
Okta
OKTA
$26.1B
$203K 0.02%
+1,930
New +$189K
KEY icon
266
KeyCorp
KEY
$24.3B
$200K 0.01%
12,482
– –
F icon
267
Ford
F
$55.7B
$184K 0.01%
18,355
– –
DD icon
268
DuPont de Nemours
DD
$19.5B
– –
-2,100
Closed -$201K
DELL icon
269
Dell
DELL
$285B
– –
-2,106
Closed -$243K
DOCU
270
DocuSign
DOCU
$11.3B
– –
-2,604
Closed -$234K
DXCM icon
271
DexCom
DXCM
$33.8B
– –
-2,857
Closed -$222K
EXPE icon
272
Expedia Group
EXPE
$38.5B
– –
-1,098
Closed -$205K
HAL icon
273
Halliburton
HAL
$28.2B
– –
-7,780
Closed -$212K
JBL icon
274
Jabil
JBL
$37.4B
– –
-3,292
Closed -$474K
KEYS icon
275
Keysight
KEYS
$58.7B
– –
-1,331
Closed -$214K
8 9 10
11
12

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II
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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.