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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
+0.42%
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
$1.35B
AUM Growth
-$37.9M
Cap. Flow
-$13.4M
Cap. Flow %
-0.99%
Top 10 Hldgs %
38.33%
Holding
280
New
14
Increased
15
Reduced
68
Closed
13

Top Buys

Rank Stock Value
1
CMI icon
Cummins
CMI
+$396K
2
TEAM icon
Atlassian
TEAM
+$338K
3
APP icon
Applovin
APP
+$277K
4
ITW icon
Illinois Tool Works
ITW
+$274K
5
SNOW icon
Snowflake
SNOW
+$267K

Top Sells

Rank Stock Value
1
VZ icon
Verizon
VZ
+$8.58M
2
MSFT icon
Microsoft
MSFT
+$716K
3
JBL icon
Jabil
JBL
+$474K
4
KKR icon
KKR & Co
KKR
+$442K
5
C icon
Citigroup
C
+$397K

Sector Composition

Rank Sector Weight
1 Technology 27.15%
2 Financials 13.49%
3 Healthcare 12.23%
4 Utilities 8.24%
5 Consumer Staples 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
51
UnitedHealth
UNH
$366B
$2.23M 0.17%
4,265
-50
-1% -$25.6K
MA icon
52
Mastercard
MA
$493B
$2.15M 0.16%
3,917
-60
-2% -$32.7K
COST icon
53
Costco
COST
$419B
$1.92M 0.14%
2,026
-106
-5% -$103K
PG icon
54
Procter & Gamble
PG
$337B
$1.88M 0.14%
11,042
-110
-1% -$18.4K
NFLX icon
55
Netflix
NFLX
$311B
$1.71M 0.13%
18,300
+1,370
+8% +$130K
WMT icon
56
Walmart Inc
WMT
$900B
$1.59M 0.12%
18,068
-110
-0.6% -$10.3K
BAC icon
57
Bank of America
BAC
$447B
$1.28M 0.09%
30,725
-1,936
-6% -$86.3K
GS icon
58
Goldman Sachs
GS
$301B
$1.15M 0.09%
2,109
-60
-3% -$36.1K
TMUS icon
59
T-Mobile US
TMUS
$192B
$1.12M 0.08%
4,194
-110
-3% -$27.1K
ISRG icon
60
Intuitive Surgical
ISRG
$141B
$1.1M 0.08%
2,226
+19
+0.9% +$10.5K
ACN icon
61
Accenture
ACN
$110B
$1.09M 0.08%
3,479
-50
-1% -$17.7K
ARM icon
62
Arm
ARM
$286B
$1.07M 0.08%
10,000
– –
CRM icon
63
Salesforce
CRM
$162B
$1.05M 0.08%
3,916
– –
PLTR icon
64
Palantir
PLTR
$422B
$1.02M 0.08%
12,074
-3,230
-21% -$284K
BSX icon
65
Boston Scientific
BSX
$74.3B
$1.01M 0.07%
10,035
-190
-2% -$19.1K
NOW icon
66
ServiceNow
NOW
$132B
$1.01M 0.07%
6,315
-1,070
-14% -$206K
LIN icon
67
Linde
LIN
$226B
$982K 0.07%
2,108
-30
-1% -$13.5K
WFC icon
68
Wells Fargo
WFC
$265B
$969K 0.07%
13,503
-796
-6% -$59.8K
ABT icon
69
Abbott
ABT
$190B
$941K 0.07%
7,091
– –
PM icon
70
Philip Morris
PM
$290B
$929K 0.07%
5,854
+474
+9% +$67.1K
VRTX icon
71
Vertex Pharmaceuticals
VRTX
$135B
$880K 0.07%
1,815
-40
-2% -$18.6K
GE icon
72
GE Aerospace
GE
$381B
$876K 0.06%
4,379
– –
ORCL icon
73
Oracle
ORCL
$418B
$872K 0.06%
6,240
– –
CAT icon
74
Caterpillar
CAT
$389B
$832K 0.06%
2,524
-30
-1% -$10.7K
BKNG icon
75
Booking.com
BKNG
$161B
$792K 0.06%
4,300
-50
-1% -$9.56K
1 2
3
4 5

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Fukoku Mutual Life Insurance's Q1 2025 Portfolio in Review

As of Q1 2025, Fukoku Mutual Life Insurance held 280 positions worth $1.35B, down 2.7% from $1.39B the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Fukoku Mutual Life Insurance's Q1 2025 filing shows 14 new, 15 increased, 68 reduced and 13 closed positions. Its largest new stake was Cummins: 1,123 shares worth $352K. The largest sale was Verizon, an estimated $8.58M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 31% a quarter earlier, followed by Financials and Healthcare.

  • Fukoku Mutual Life Insurance's largest Q1 2025 buy was Cummins: 1,123 shares worth $352K.
  • Fukoku Mutual Life Insurance added most to Netflix in Q1 2025, an estimated $130K increase.
  • Fukoku Mutual Life Insurance's biggest Q1 2025 reduction was Verizon, cutting an estimated $8.58M.
  • Fukoku Mutual Life Insurance fully exited Jabil in Q1 2025, selling an estimated $474K.
  • Fukoku Mutual Life Insurance's ten largest holdings make up 38% of its $1.35B portfolio in Q1 2025.
  • Fukoku Mutual Life Insurance opened 14 new positions and closed 13 in Q1 2025.
  • Fukoku Mutual Life Insurance's portfolio value fell 2.7% quarter-over-quarter to $1.35B.

Based on Fukoku Mutual Life Insurance's 13F filing for Q1 2025, filed 1 May 2025.