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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
+2.25%
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
$1.53B
AUM Growth
+$3.78M
Cap. Flow
-$816K
Cap. Flow %
-0.05%
Top 10 Hldgs %
40.28%
Holding
257
New
11
Increased
7
Reduced
64
Closed
22

Top Buys

Rank Stock Value
1
BALI icon
iShares U.S. Large Cap Premium Income Active ETF
BALI
+$11.6M
2
MSFT icon
Microsoft
MSFT
+$11.5M
3
TSM icon
TSMC
TSM
+$10.3M
4
NVDA icon
NVIDIA
NVDA
+$4.63M
5
VLO icon
Valero Energy
VLO
+$242K

Top Sells

Rank Stock Value
1
ICF icon
iShares Select U.S. REIT ETF
ICF
+$10.4M
2
KMB icon
Kimberly-Clark
KMB
+$8.05M
3
QCOM icon
Qualcomm
QCOM
+$5.11M
4
INTU icon
Intuit
INTU
+$2.86M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.05M

Sector Composition

Rank Sector Weight
1 Technology 28.68%
2 Healthcare 11.29%
3 Financials 10.65%
4 Utilities 8.44%
5 Consumer Staples 6.53%
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
$23.9M 1.57%
1,259,000
– –
JEPI icon
27
JPMorgan Equity Premium Income ETF
JEPI
$46B
$23.5M 1.54%
415,000
– –
IYR icon
28
iShares US Real Estate ETF
IYR
$4.52B
$23M 1.5%
243,000
– –
T icon
29
AT&T
T
$165B
$22.8M 1.49%
785,318
-2,156
-0.3% -$57.6K
SO icon
30
Southern Company
SO
$105B
$22.2M 1.45%
229,541
-560
-0.2% -$51.8K
QCOM icon
31
Qualcomm
QCOM
$170B
$21M 1.37%
163,044
-35,000
-18% -$5.11M
PFE icon
32
Pfizer
PFE
$154B
$20.9M 1.37%
744,012
– –
VZ icon
33
Verizon
VZ
$195B
$20.7M 1.36%
412,720
– –
TXN icon
34
Texas Instruments
TXN
$256B
$19.3M 1.26%
99,165
– –
V icon
35
Visa
V
$675B
$18.8M 1.23%
62,346
– –
GILD icon
36
Gilead Sciences
GILD
$165B
$18.7M 1.22%
133,913
– –
MUB icon
37
iShares National Muni Bond ETF
MUB
$45.8B
$16.2M 1.06%
153,000
– –
WMB icon
38
Williams Companies
WMB
$87.9B
$15.7M 1.03%
215,855
-780
-0.4% -$54K
CME icon
39
CME Group
CME
$94.8B
$13.7M 0.9%
46,327
– –
AAPL icon
40
Apple
AAPL
$4.5T
$12.1M 0.79%
47,841
-1,434
-3% -$373K
C icon
41
Citigroup
C
$227B
$11.7M 0.77%
103,352
– –
BALI icon
42
iShares U.S. Large Cap Premium Income Active ETF
BALI
$1.36B
$11.3M 0.74%
+366,000
New +$11.6M
TSM icon
43
TSMC
TSM
$2.17T
$10.5M 0.69%
31,000
+29,830
+2,550% +$10.3M
XYLD icon
44
Global X S&P 500 Covered Call ETF
XYLD
$3.28B
$6.97M 0.46%
178,000
– –
GOOGL icon
45
Alphabet (Google) Class A
GOOGL
$4.37T
$6.84M 0.45%
23,800
-77
-0.3% -$24.2K
AMZN icon
46
Amazon
AMZN
$3T
$6.72M 0.44%
32,266
-562
-2% -$124K
META icon
47
Meta Platforms (Facebook)
META
$1.52T
$4.16M 0.27%
7,269
-176
-2% -$113K
TSLA icon
48
Tesla
TSLA
$1.31T
$3.41M 0.22%
9,181
-123
-1% -$50.7K
GOOG icon
49
Alphabet (Google) Class C
GOOG
$4.35T
$3.22M 0.21%
11,208
-874
-7% -$275K
LLY icon
50
Eli Lilly
LLY
$1.1T
$2.67M 0.17%
2,899
-314
-10% -$318K
1
2
3 4 5

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Fukoku Mutual Life Insurance's Q1 2026 Portfolio in Review

As of Q1 2026, Fukoku Mutual Life Insurance held 257 positions worth $1.53B, up 0.25% from $1.52B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Fukoku Mutual Life Insurance's Q1 2026 filing shows 11 new, 7 increased, 64 reduced and 22 closed positions. Its largest new stake was iShares U.S. Large Cap Premium Income Active ETF: 366,000 shares worth $11.3M. The largest sale was iShares Select U.S. REIT ETF, an estimated $10.4M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 31% a quarter earlier, followed by Healthcare and Financials.

  • Fukoku Mutual Life Insurance's largest Q1 2026 buy was iShares U.S. Large Cap Premium Income Active ETF: 366,000 shares worth $11.3M.
  • Fukoku Mutual Life Insurance added most to Microsoft in Q1 2026, an estimated $11.5M increase.
  • Fukoku Mutual Life Insurance's biggest Q1 2026 reduction was Qualcomm, cutting an estimated $5.11M.
  • Fukoku Mutual Life Insurance fully exited iShares Select U.S. REIT ETF in Q1 2026, selling an estimated $10.4M.
  • Fukoku Mutual Life Insurance's ten largest holdings make up 40% of its $1.53B portfolio in Q1 2026.
  • Fukoku Mutual Life Insurance opened 11 new positions and closed 22 in Q1 2026.
  • Fukoku Mutual Life Insurance's portfolio value rose 0.25% quarter-over-quarter to $1.53B.

Based on Fukoku Mutual Life Insurance's 13F filing for Q1 2026, filed 28 Apr 2026.