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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
+14.45%
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
$1.57B
AUM Growth
+$220M
Cap. Flow
+$73.7M
Cap. Flow %
4.69%
Top 10 Hldgs %
40.05%
Holding
282
New
15
Increased
29
Reduced
141
Closed
18

Top Buys

Rank Stock Value
1
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$23M
2
WMB icon
Williams Companies
WMB
+$12.3M
3
FGD icon
First Trust Dow Jones Global Select Dividend Index Fund
FGD
+$11M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$10.9M
5
NVDA icon
NVIDIA
NVDA
+$7.62M

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$6.02M
2
AAPL icon
Apple
AAPL
+$1.03M
3
MSFT icon
Microsoft
MSFT
+$893K
4
PG icon
Procter & Gamble
PG
+$479K
5
UNH icon
UnitedHealth
UNH
+$356K

Sector Composition

Rank Sector Weight
1 Technology 32.15%
2 Financials 13.14%
3 Healthcare 9.56%
4 Utilities 6.91%
5 Consumer Staples 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LLY icon
51
Eli Lilly
LLY
$1.1T
$3.82M 0.24%
4,900
+1,215
+33% +$944K
TSLA icon
52
Tesla
TSLA
$1.31T
$3.54M 0.23%
11,140
-881
-7% -$265K
GOOG icon
53
Alphabet (Google) Class C
GOOG
$4.35T
$2.62M 0.17%
14,778
-1,205
-8% -$199K
NFLX icon
54
Netflix
NFLX
$318B
$2.45M 0.16%
18,260
-40
-0.2% -$4.52K
BRK.B icon
55
Berkshire Hathaway Class B
BRK.B
$1.14T
$2.44M 0.16%
5,031
-343
-6% -$174K
MA icon
56
Mastercard
MA
$493B
$2.15M 0.14%
3,826
-91
-2% -$50.3K
NOW icon
57
ServiceNow
NOW
$132B
$1.98M 0.13%
9,610
+3,295
+52% +$622K
COST icon
58
Costco
COST
$423B
$1.94M 0.12%
1,956
-70
-3% -$69.6K
CRM icon
59
Salesforce
CRM
$162B
$1.85M 0.12%
6,799
+2,883
+74% +$771K
ETN icon
60
Eaton
ETN
$173B
$1.74M 0.11%
4,874
+3,099
+175% +$954K
PANW icon
61
Palo Alto Networks
PANW
$314B
$1.74M 0.11%
8,500
+4,222
+99% +$784K
WMT icon
62
Walmart Inc
WMT
$897B
$1.67M 0.11%
17,059
-1,009
-6% -$96.1K
ARM icon
63
Arm
ARM
$286B
$1.62M 0.1%
10,000
– –
GEV icon
64
GE Vernova
GEV
$264B
$1.55M 0.1%
2,925
+1,583
+118% +$659K
KKR icon
65
KKR & Co
KKR
$93.2B
$1.52M 0.1%
11,463
+8,300
+262% +$972K
PLTR icon
66
Palantir
PLTR
$421B
$1.5M 0.1%
11,012
-1,062
-9% -$125K
VRSK icon
67
Verisk Analytics
VRSK
$23.6B
$1.47M 0.09%
4,720
+3,810
+419% +$1.16M
FISV
68
Fiserv Inc
FISV
$27.8B
$1.39M 0.09%
8,037
+5,649
+237% +$1.02M
SNOW icon
69
Snowflake
SNOW
$116B
$1.34M 0.09%
6,003
+4,430
+282% +$801K
BAC icon
70
Bank of America
BAC
$447B
$1.34M 0.09%
28,338
-2,387
-8% -$100K
PG icon
71
Procter & Gamble
PG
$340B
$1.29M 0.08%
8,105
-2,937
-27% -$479K
GS icon
72
Goldman Sachs
GS
$301B
$1.29M 0.08%
1,823
-286
-14% -$166K
ORCL icon
73
Oracle
ORCL
$435B
$1.27M 0.08%
5,828
-412
-7% -$66.5K
MRVL icon
74
Marvell Technology
MRVL
$187B
$1.23M 0.08%
15,885
+11,426
+256% +$713K
ISRG icon
75
Intuitive Surgical
ISRG
$139B
$1.13M 0.07%
2,086
-140
-6% -$73.2K
1 2
3
4 5

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OMC
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ESBC
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II
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CC
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RIA
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PAIM
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ACM
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Fukoku Mutual Life Insurance's Q2 2025 Portfolio in Review

As of Q2 2025, Fukoku Mutual Life Insurance held 282 positions worth $1.57B, up 16% from $1.35B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Fukoku Mutual Life Insurance deployed $73.7M of net new capital in Q2 2025, opening 15 new positions and adding to 29 existing holdings. Its largest new stake was JPMorgan Equity Premium Income ETF: 415,000 shares worth $23.6M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 27% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Broadcom, an estimated $6.02M trimmed.

  • Fukoku Mutual Life Insurance's largest Q2 2025 buy was JPMorgan Equity Premium Income ETF: 415,000 shares worth $23.6M.
  • Fukoku Mutual Life Insurance added most to Williams Companies in Q2 2025, an estimated $12.3M increase.
  • Fukoku Mutual Life Insurance's biggest Q2 2025 reduction was Broadcom, cutting an estimated $6.02M.
  • Fukoku Mutual Life Insurance fully exited Fox Class B in Q2 2025, selling an estimated $326K.
  • Fukoku Mutual Life Insurance's ten largest holdings make up 40% of its $1.57B portfolio in Q2 2025.
  • Fukoku Mutual Life Insurance opened 15 new positions and closed 18 in Q2 2025.
  • Fukoku Mutual Life Insurance's portfolio value rose 16% quarter-over-quarter to $1.57B.

Based on Fukoku Mutual Life Insurance's 13F filing for Q2 2025, filed 12 Aug 2025.