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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
FPEI icon
26
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.94B
$24.4M 1.6%
1,259,000
– –
JEPI icon
27
JPMorgan Equity Premium Income ETF
JEPI
$46B
$23.8M 1.56%
415,000
– –
IYR icon
28
iShares US Real Estate ETF
IYR
$4.52B
$22.8M 1.5%
243,000
– –
V icon
29
Visa
V
$675B
$21.9M 1.43%
62,346
-747
-1% -$255K
SO icon
30
Southern Company
SO
$105B
$20.1M 1.32%
230,101
-827
-0.4% -$75.5K
T icon
31
AT&T
T
$165B
$19.6M 1.28%
787,474
-2,816
-0.4% -$71.3K
PFE icon
32
Pfizer
PFE
$154B
$18.5M 1.22%
744,012
-1,709
-0.2% -$43.1K
XOM icon
33
ExxonMobil
XOM
$662B
$17.4M 1.14%
144,560
-2,660
-2% -$309K
TXN icon
34
Texas Instruments
TXN
$256B
$17.2M 1.13%
99,165
-501
-0.5% -$85.8K
VZ icon
35
Verizon
VZ
$195B
$16.8M 1.1%
412,720
-1,116
-0.3% -$45.3K
GILD icon
36
Gilead Sciences
GILD
$165B
$16.4M 1.08%
133,913
-651
-0.5% -$79.1K
MUB icon
37
iShares National Muni Bond ETF
MUB
$45.8B
$16.4M 1.08%
153,000
– –
AAPL icon
38
Apple
AAPL
$4.5T
$13.4M 0.88%
49,275
-5,877
-11% -$1.58M
WMB icon
39
Williams Companies
WMB
$87.9B
$13M 0.85%
216,635
-2,055
-0.9% -$124K
CME icon
40
CME Group
CME
$94.8B
$12.7M 0.83%
46,327
+44,801
+2,936% +$12.2M
C icon
41
Citigroup
C
$227B
$12.1M 0.79%
103,352
-1,104
-1% -$115K
ICF icon
42
iShares Select U.S. REIT ETF
ICF
$2.08B
$10.4M 0.68%
174,000
– –
KMB icon
43
Kimberly-Clark
KMB
$35.9B
$8.05M 0.53%
79,802
– –
AMZN icon
44
Amazon
AMZN
$3T
$7.58M 0.5%
32,828
-4,222
-11% -$966K
GOOGL icon
45
Alphabet (Google) Class A
GOOGL
$4.37T
$7.47M 0.49%
23,877
-2,276
-9% -$650K
XYLD icon
46
Global X S&P 500 Covered Call ETF
XYLD
$3.28B
$7.23M 0.47%
178,000
– –
META icon
47
Meta Platforms (Facebook)
META
$1.52T
$4.91M 0.32%
7,445
-858
-10% -$573K
INTU icon
48
Intuit
INTU
$91.5B
$4.57M 0.3%
6,896
-141
-2% -$93.2K
TSLA icon
49
Tesla
TSLA
$1.31T
$4.18M 0.27%
9,304
-1,258
-12% -$558K
GOOG icon
50
Alphabet (Google) Class C
GOOG
$4.35T
$3.79M 0.25%
12,082
-1,977
-14% -$566K
1
2
3 4 5

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ESBC
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II
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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.