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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
ALNY icon
251
Alnylam Pharmaceuticals
ALNY
$29.2B
$215K 0.01%
659
-255
-28% -$70.6K
FE icon
252
FirstEnergy
FE
$27B
$213K 0.01%
5,290
– –
FERG icon
253
Ferguson
FERG
$49.3B
$210K 0.01%
+966
New +$178K
IT icon
254
Gartner
IT
$11.9B
$210K 0.01%
520
– –
RMD icon
255
ResMed
RMD
$32B
$209K 0.01%
811
-370
-31% -$88.3K
CBRE icon
256
CBRE Group
CBRE
$42.5B
$209K 0.01%
1,491
-135
-8% -$17.1K
EOG icon
257
EOG Resources
EOG
$74.6B
$207K 0.01%
1,729
-257
-13% -$29.4K
FIS icon
258
Fidelity National Information Services
FIS
$22.2B
$207K 0.01%
2,540
-475
-16% -$37K
VLO icon
259
Valero Energy
VLO
$92.7B
$206K 0.01%
1,535
-494
-24% -$61.6K
FCX icon
260
Freeport-McMoran
FCX
$96.3B
$205K 0.01%
+4,733
New +$180K
NTRS icon
261
Northern Trust
NTRS
$34.5B
$203K 0.01%
1,602
-1,148
-42% -$117K
YUM icon
262
Yum! Brands
YUM
$39.4B
$203K 0.01%
1,367
-584
-30% -$85.3K
EA
263
DELISTED
Electronic Arts
EA
$201K 0.01%
+1,257
New +$186K
F icon
264
Ford
F
$56.3B
$199K 0.01%
18,355
– –
AIG icon
265
American International
AIG
$40.4B
– –
-2,837
Closed -$247K
AKAM icon
266
Akamai
AKAM
$17B
– –
-2,634
Closed -$212K
CAG icon
267
Conagra Brands
CAG
$7.11B
– –
-9,042
Closed -$241K
CNC icon
268
Centene
CNC
$32.8B
– –
-3,851
Closed -$234K
CPB icon
269
Campbell Soup
CPB
$6.75B
– –
-5,400
Closed -$216K
DFS
270
DELISTED
Discover Financial Services
DFS
– –
-1,321
Closed -$225K
DOW icon
271
Dow Inc
DOW
$22.6B
– –
-8,453
Closed -$295K
EBAY icon
272
eBay
EBAY
$47.5B
– –
-4,570
Closed -$310K
FOX icon
273
Fox Class B
FOX
$23.5B
– –
-6,184
Closed -$326K
GM icon
274
General Motors
GM
$78.2B
– –
-5,353
Closed -$252K
IQV icon
275
IQVIA
IQV
$39.8B
– –
-1,522
Closed -$268K
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
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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.