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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
PFFD icon
26
Global X US Preferred ETF
PFFD
$2.15B
$29M 1.69%
1,551,000
– –
MCD icon
27
McDonald's
MCD
$192B
$28.3M 1.65%
104,670
-265
-0.3% -$76K
BALI icon
28
iShares U.S. Large Cap Premium Income Active ETF
BALI
$1.31B
$24.9M 1.45%
737,000
+371,000
+101% +$12.3M
FPEI icon
29
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.93B
$24.3M 1.41%
1,259,000
– –
SO icon
30
Southern Company
SO
$109B
$21.9M 1.28%
228,779
-762
-0.3% -$71.7K
V icon
31
Visa
V
$684B
$21.7M 1.26%
63,128
+782
+1% +$251K
XOM icon
32
ExxonMobil
XOM
$644B
$19.9M 1.16%
145,620
+1,060
+0.7% +$159K
PFE icon
33
Pfizer
PFE
$143B
$17.9M 1.04%
741,336
-2,676
-0.4% -$70K
VZ icon
34
Verizon
VZ
$195B
$17.5M 1.02%
412,720
– –
GILD icon
35
Gilead Sciences
GILD
$162B
$16.9M 0.99%
133,913
– –
WMB icon
36
Williams Companies
WMB
$87.5B
$16.5M 0.96%
222,012
+6,157
+3% +$453K
MUB icon
37
iShares National Muni Bond ETF
MUB
$45.1B
$16.5M 0.96%
153,000
– –
T icon
38
AT&T
T
$159B
$16.3M 0.95%
785,318
– –
C icon
39
Citigroup
C
$222B
$15.4M 0.89%
109,683
+6,331
+6% +$824K
AAPL icon
40
Apple
AAPL
$4.54T
$14.8M 0.86%
51,262
+3,421
+7% +$979K
CVX icon
41
Chevron
CVX
$392B
$14.2M 0.83%
85,766
-85,000
-50% -$15.8M
GOOGL icon
42
Alphabet (Google) Class A
GOOGL
$4.36T
$13.7M 0.79%
38,196
+14,396
+60% +$5.18M
CME icon
43
CME Group
CME
$96.3B
$10.2M 0.6%
46,327
– –
AMZN icon
44
Amazon
AMZN
$2.92T
$8.44M 0.49%
35,426
+3,160
+10% +$793K
XYLD icon
45
Global X S&P 500 Covered Call ETF
XYLD
$3.24B
$7.26M 0.42%
178,000
– –
MU icon
46
Micron Technology
MU
$930B
$6.55M 0.38%
5,671
+1,685
+42% +$1.26M
XLK icon
47
State Street Technology Select Sector SPDR ETF
XLK
$115B
$5.56M 0.32%
+29,200
New +$4.99M
ETN icon
48
Eaton
ETN
$161B
$4.84M 0.28%
11,357
+10,077
+787% +$4.06M
META icon
49
Meta Platforms (Facebook)
META
$1.42T
$4.46M 0.26%
7,911
+642
+9% +$393K
TSLA icon
50
Tesla
TSLA
$1.23T
$4.26M 0.25%
10,134
+953
+10% +$379K
1
2
3 4 5

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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.