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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
+2.66%
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
$1.52B
AUM Growth
-$94.6M
Cap. Flow
-$128M
Cap. Flow %
-8.39%
Top 10 Hldgs %
40.63%
Holding
274
New
13
Increased
19
Reduced
192
Closed
28

Top Buys

Rank Stock Value
1
CME icon
CME Group
CME
+$12.2M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.03M
3
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$673K
4
ISRG icon
Intuitive Surgical
ISRG
+$629K
5
DELL icon
Dell
DELL
+$492K

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$55.6M
2
MS icon
Morgan Stanley
MS
+$34M
3
ABBV icon
AbbVie
ABBV
+$16.4M
4
HD icon
Home Depot
HD
+$16M
5
NVDA icon
NVIDIA
NVDA
+$1.92M

Sector Composition

Rank Sector Weight
1 Technology 31.07%
2 Financials 11.67%
3 Healthcare 10.64%
4 Utilities 7.52%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COIN icon
251
Coinbase
COIN
$39.2B
– –
-766
Closed -$259K
CPRT icon
252
Copart
CPRT
$27.2B
– –
-5,175
Closed -$233K
CSGP icon
253
CoStar Group
CSGP
$12.6B
– –
-2,398
Closed -$202K
CTAS icon
254
Cintas
CTAS
$82.1B
– –
-1,665
Closed -$342K
DDOG icon
255
Datadog
DDOG
$88.6B
– –
-1,460
Closed -$208K
DGX icon
256
Quest Diagnostics
DGX
$26.2B
– –
-1,339
Closed -$255K
EXPE icon
257
Expedia Group
EXPE
$38.5B
– –
-953
Closed -$204K
EXR icon
258
Extra Space Storage
EXR
$31B
– –
-1,481
Closed -$209K
FERG icon
259
Ferguson
FERG
$48.8B
– –
-966
Closed -$217K
KEY icon
260
KeyCorp
KEY
$24.3B
– –
-10,107
Closed -$189K
LEN icon
261
Lennar Class A
LEN
$21.1B
– –
-2,036
Closed -$257K
MPC icon
262
Marathon Petroleum
MPC
$94.5B
– –
-1,152
Closed -$222K
MSTR icon
263
Strategy Inc
MSTR
$37.8B
– –
-792
Closed -$255K
PNR icon
264
Pentair
PNR
$10.7B
– –
-2,079
Closed -$230K
PTC icon
265
PTC
PTC
$16.3B
– –
-1,185
Closed -$241K
PYPL icon
266
PayPal
PYPL
$50.5B
– –
-3,609
Closed -$242K
RMD icon
267
ResMed
RMD
$32.6B
– –
-811
Closed -$222K
RSG icon
268
Republic Services
RSG
$65.9B
– –
-877
Closed -$201K
SPG icon
269
Simon Property Group
SPG
$71.2B
– –
-1,151
Closed -$216K
TROW icon
270
T. Rowe Price
TROW
$24.3B
– –
-2,039
Closed -$209K
VLO icon
271
Valero Energy
VLO
$93.3B
– –
-1,234
Closed -$210K
VRSK icon
272
Verisk Analytics
VRSK
$23.6B
– –
-910
Closed -$229K
WAB icon
273
Wabtec
WAB
$50.3B
– –
-1,108
Closed -$222K
XYZ
274
Block Inc
XYZ
$47.5B
– –
-3,212
Closed -$232K
7 8 9 10
11

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OMC
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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 Q4 2025 Portfolio in Review

As of Q4 2025, Fukoku Mutual Life Insurance held 274 positions worth $1.52B, down 5.8% from $1.62B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Fukoku Mutual Life Insurance withdrew a net $128M in Q4 2025, closing 28 positions and reducing 192 holdings. Its most notable exit was Cintas, an estimated $342K position sold in full.

By sector, the portfolio is most concentrated in Technology at 31% 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 State Street SPDR S&P 500 ETF Trust worth $2.05M.

  • Fukoku Mutual Life Insurance's largest Q4 2025 buy was State Street SPDR S&P 500 ETF Trust: 3,000 shares worth $2.05M.
  • Fukoku Mutual Life Insurance added most to CME Group in Q4 2025, an estimated $12.2M increase.
  • Fukoku Mutual Life Insurance's biggest Q4 2025 reduction was Broadcom, cutting an estimated $55.6M.
  • Fukoku Mutual Life Insurance fully exited Cintas in Q4 2025, selling an estimated $342K.
  • Fukoku Mutual Life Insurance's ten largest holdings make up 41% of its $1.52B portfolio in Q4 2025.
  • Fukoku Mutual Life Insurance opened 13 new positions and closed 28 in Q4 2025.
  • Fukoku Mutual Life Insurance's portfolio value fell 5.8% quarter-over-quarter to $1.52B.

Based on Fukoku Mutual Life Insurance's 13F filing for Q4 2025, filed 10 Feb 2026.