We are live on ! Find out more
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
LLY icon
51
Eli Lilly
LLY
$1.02T
$4.07M 0.24%
3,390
+491
+17% +$502K
GOOG icon
52
Alphabet (Google) Class C
GOOG
$4.36T
$3.85M 0.22%
10,885
-323
-3% -$115K
AMD icon
53
Advanced Micro Devices
AMD
$776B
$3.83M 0.22%
6,590
+1,650
+33% +$676K
JEPQ icon
54
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.3B
$3.69M 0.21%
+60,000
New +$3.56M
ARM icon
55
Arm
ARM
$256B
$3.55M 0.21%
10,000
– –
CAT icon
56
Caterpillar
CAT
$375B
$2.57M 0.15%
2,410
+599
+33% +$526K
GS icon
57
Goldman Sachs
GS
$300B
$2.32M 0.13%
2,289
+708
+45% +$690K
AMAT icon
58
Applied Materials
AMAT
$403B
$2.19M 0.13%
3,030
+798
+36% +$368K
GLW icon
59
Corning
GLW
$119B
$2.13M 0.12%
8,356
-100
-1% -$18.2K
BRK.B icon
60
Berkshire Hathaway Class B
BRK.B
$1.1T
$2M 0.12%
3,987
-216
-5% -$104K
INTC icon
61
Intel
INTC
$455B
$1.9M 0.11%
13,589
-544
-4% -$55K
WMT icon
62
Walmart Inc
WMT
$885B
$1.89M 0.11%
16,715
+2,501
+18% +$310K
COST icon
63
Costco
COST
$422B
$1.86M 0.11%
1,993
+378
+23% +$377K
LRCX icon
64
Lam Research
LRCX
$367B
$1.72M 0.1%
3,974
+369
+10% +$112K
XLF icon
65
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$1.69M 0.1%
+31,500
New +$1.64M
MA icon
66
Mastercard
MA
$502B
$1.51M 0.09%
2,947
-182
-6% -$90.7K
GEV icon
67
GE Vernova
GEV
$264B
$1.47M 0.09%
1,251
+340
+37% +$347K
PWR icon
68
Quanta Services
PWR
$100B
$1.42M 0.08%
1,975
+255
+15% +$174K
MRVL icon
69
Marvell Technology
MRVL
$168B
$1.36M 0.08%
4,563
+1,181
+35% +$237K
BAC icon
70
Bank of America
BAC
$435B
$1.34M 0.08%
23,519
-902
-4% -$48K
LIN icon
71
Linde
LIN
$221B
$1.34M 0.08%
2,575
+1,050
+69% +$532K
PLTR icon
72
Palantir
PLTR
$295B
$1.3M 0.08%
11,164
+1,701
+18% +$232K
GE icon
73
GE Aerospace
GE
$374B
$1.17M 0.07%
3,123
– –
UNH icon
74
UnitedHealth
UNH
$376B
$1.15M 0.07%
2,774
-16
-0.6% -$5.93K
KLAC icon
75
KLA
KLAC
$239B
$1.15M 0.07%
3,800
– –
1 2
3
4 5

Similar funds

WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 1-Year Est. Return
ESBC
E.S. Barr & Co Lexington, Kentucky $1.72B AUM 12.69% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return
FDP
Financiere des Professionnels Montreal, Quebec, Canada $1.71B AUM 21.77% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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.