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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
+8.16%
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
$1.62B
AUM Growth
+$48.1M
Cap. Flow
-$64M
Cap. Flow %
-3.95%
Top 10 Hldgs %
41.24%
Holding
274
New
10
Increased
10
Reduced
120
Closed
13

Top Buys

Rank Stock Value
1
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$12.2M
2
PFFD icon
Global X US Preferred ETF
PFFD
+$12.2M
3
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$12.2M
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$6.95M
5
PTC icon
PTC
PTC
+$242K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$32.8M
2
AMZN icon
Amazon
AMZN
+$24.2M
3
BLK icon
Blackrock
BLK
+$21M
4
XYLG icon
Global X S&P 500 Covered Call & Growth ETF
XYLG
+$6.93M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.68M

Sector Composition

Rank Sector Weight
1 Technology 31.92%
2 Financials 12.14%
3 Healthcare 10.23%
4 Utilities 7.12%
5 Consumer Staples 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FPEI icon
26
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.94B
$24.3M 1.5%
1,259,000
+639,000
+103% +$12.2M
JNJ icon
27
Johnson & Johnson
JNJ
$631B
$23.9M 1.48%
128,789
-329
-0.3% -$56.4K
JEPI icon
28
JPMorgan Equity Premium Income ETF
JEPI
$46B
$23.7M 1.46%
415,000
– –
IYR icon
29
iShares US Real Estate ETF
IYR
$4.52B
$23.6M 1.46%
243,000
– –
T icon
30
AT&T
T
$165B
$22.3M 1.38%
790,290
-2,825
-0.4% -$80.2K
SO icon
31
Southern Company
SO
$105B
$21.9M 1.35%
230,928
+140
+0.1% +$13.1K
V icon
32
Visa
V
$675B
$21.5M 1.33%
63,093
-395
-0.6% -$137K
HD icon
33
Home Depot
HD
$350B
$19.2M 1.19%
47,402
-137
-0.3% -$53.9K
PFE icon
34
Pfizer
PFE
$154B
$19M 1.17%
745,721
-2,355
-0.3% -$58.1K
TXN icon
35
Texas Instruments
TXN
$256B
$18.3M 1.13%
99,666
– –
VZ icon
36
Verizon
VZ
$195B
$18.2M 1.12%
413,836
-4,388
-1% -$190K
XOM icon
37
ExxonMobil
XOM
$662B
$16.6M 1.03%
147,220
-580
-0.4% -$64.5K
MUB icon
38
iShares National Muni Bond ETF
MUB
$45.8B
$16.3M 1.01%
153,000
– –
GILD icon
39
Gilead Sciences
GILD
$165B
$14.9M 0.92%
134,564
-256
-0.2% -$29.1K
AAPL icon
40
Apple
AAPL
$4.5T
$14M 0.87%
55,152
-2,692
-5% -$608K
WMB icon
41
Williams Companies
WMB
$87.9B
$13.9M 0.86%
218,690
-590
-0.3% -$34.6K
ICF icon
42
iShares Select U.S. REIT ETF
ICF
$2.08B
$10.7M 0.66%
174,000
– –
C icon
43
Citigroup
C
$227B
$10.6M 0.65%
104,456
– –
KMB icon
44
Kimberly-Clark
KMB
$35.9B
$9.92M 0.61%
79,802
– –
AMZN icon
45
Amazon
AMZN
$3T
$8.14M 0.5%
37,050
-106,937
-74% -$24.2M
XYLD icon
46
Global X S&P 500 Covered Call ETF
XYLD
$3.28B
$6.99M 0.43%
+178,000
New +$6.95M
GOOGL icon
47
Alphabet (Google) Class A
GOOGL
$4.37T
$6.36M 0.39%
26,153
-8,008
-23% -$1.68M
META icon
48
Meta Platforms (Facebook)
META
$1.52T
$6.1M 0.38%
8,303
-271
-3% -$202K
INTU icon
49
Intuit
INTU
$91.5B
$4.81M 0.3%
7,037
– –
TSLA icon
50
Tesla
TSLA
$1.31T
$4.7M 0.29%
10,562
-578
-5% -$200K
1
2
3 4 5

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Fukoku Mutual Life Insurance's Q3 2025 Portfolio in Review

As of Q3 2025, Fukoku Mutual Life Insurance held 274 positions worth $1.62B, up 3.1% from $1.57B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Fukoku Mutual Life Insurance withdrew a net $64M in Q3 2025, closing 13 positions and reducing 120 holdings. Its most notable exit was Global X S&P 500 Covered Call & Growth ETF, an estimated $6.93M position sold in full.

By sector, the portfolio is most concentrated in Technology at 32% 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 Global X S&P 500 Covered Call ETF worth $6.99M.

  • Fukoku Mutual Life Insurance's largest Q3 2025 buy was Global X S&P 500 Covered Call ETF: 178,000 shares worth $6.99M.
  • Fukoku Mutual Life Insurance added most to First Trust Institutional Preferred Securities and Income ETF in Q3 2025, an estimated $12.2M increase.
  • Fukoku Mutual Life Insurance's biggest Q3 2025 reduction was Microsoft, cutting an estimated $32.8M.
  • Fukoku Mutual Life Insurance fully exited Global X S&P 500 Covered Call & Growth ETF in Q3 2025, selling an estimated $6.93M.
  • Fukoku Mutual Life Insurance's ten largest holdings make up 41% of its $1.62B portfolio in Q3 2025.
  • Fukoku Mutual Life Insurance opened 10 new positions and closed 13 in Q3 2025.
  • Fukoku Mutual Life Insurance's portfolio value rose 3.1% quarter-over-quarter to $1.62B.

Based on Fukoku Mutual Life Insurance's 13F filing for Q3 2025, filed 12 Nov 2025.