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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
IYR icon
26
iShares US Real Estate ETF
IYR
$4.51B
$23M 1.47%
243,000
– –
T icon
27
AT&T
T
$165B
$23M 1.46%
793,115
– –
V icon
28
Visa
V
$671B
$22.5M 1.44%
63,488
-128
-0.2% -$44.6K
SO icon
29
Southern Company
SO
$105B
$21.2M 1.35%
230,788
-894
-0.4% -$80.3K
TXN icon
30
Texas Instruments
TXN
$259B
$20.7M 1.32%
99,666
-660
-0.7% -$117K
BLK icon
31
Blackrock
BLK
$175B
$20.4M 1.3%
19,463
-88
-0.5% -$83.2K
JNJ icon
32
Johnson & Johnson
JNJ
$626B
$19.7M 1.26%
129,118
-615
-0.5% -$94.5K
PFE icon
33
Pfizer
PFE
$154B
$18.1M 1.15%
748,076
-3,822
-0.5% -$89.1K
VZ icon
34
Verizon
VZ
$195B
$18.1M 1.15%
418,224
– –
HD icon
35
Home Depot
HD
$349B
$17.4M 1.11%
47,539
-641
-1% -$232K
PFF icon
36
iShares Preferred and Income Securities ETF
PFF
$13.2B
$17.4M 1.11%
567,500
– –
PFFD icon
37
Global X US Preferred ETF
PFFD
$2.16B
$17.3M 1.1%
919,000
– –
MUB icon
38
iShares National Muni Bond ETF
MUB
$45.8B
$16M 1.02%
153,000
– –
XOM icon
39
ExxonMobil
XOM
$661B
$15.9M 1.01%
147,800
-2,383
-2% -$255K
GILD icon
40
Gilead Sciences
GILD
$165B
$14.9M 0.95%
134,820
– –
WMB icon
41
Williams Companies
WMB
$87.6B
$13.8M 0.88%
219,280
+208,000
+1,844% +$12.3M
AAPL icon
42
Apple
AAPL
$4.49T
$11.9M 0.76%
57,844
-5,103
-8% -$1.03M
FPEI icon
43
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.95B
$11.8M 0.75%
620,000
– –
ICF icon
44
iShares Select U.S. REIT ETF
ICF
$2.08B
$10.6M 0.68%
174,000
– –
KMB icon
45
Kimberly-Clark
KMB
$36B
$10.3M 0.66%
79,802
– –
C icon
46
Citigroup
C
$227B
$8.89M 0.57%
104,456
+94,528
+952% +$6.83M
XYLG icon
47
Global X S&P 500 Covered Call & Growth ETF
XYLG
$65.4M
$6.93M 0.44%
+178,000
New +$4.68M
META icon
48
Meta Platforms (Facebook)
META
$1.51T
$6.33M 0.4%
8,574
-447
-5% -$276K
GOOGL icon
49
Alphabet (Google) Class A
GOOGL
$4.35T
$6.02M 0.38%
34,161
+4,452
+15% +$729K
INTU icon
50
Intuit
INTU
$91.1B
$5.54M 0.35%
7,037
-191
-3% -$129K
1
2
3 4 5

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II
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CC
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PAIM
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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.