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
+8.16%
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
$1.62B
AUM Growth
+$48.1M
Cap. Flow
-$64M
Cap. Flow %
-3.95%
Top 10 Hldgs %
41.24%
Holding
274
New
10
Increased
10
Reduced
120
Closed
13

Top Buys

Rank Stock Value
1
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$12.2M
2
PFFD icon
Global X US Preferred ETF
PFFD
+$12.2M
3
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$12.2M
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$6.95M
5
PTC icon
PTC
PTC
+$242K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$32.8M
2
AMZN icon
Amazon
AMZN
+$24.2M
3
BLK icon
Blackrock
BLK
+$21M
4
XYLG icon
Global X S&P 500 Covered Call & Growth ETF
XYLG
+$6.93M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.68M

Sector Composition

Rank Sector Weight
1 Technology 31.92%
2 Financials 12.14%
3 Healthcare 10.23%
4 Utilities 7.12%
5 Consumer Staples 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOG icon
51
Alphabet (Google) Class C
GOOG
$4.29T
$3.42M 0.21%
14,059
-719
-5% -$151K
LLY icon
52
Eli Lilly
LLY
$1.08T
$2.52M 0.16%
3,309
-1,591
-32% -$1.18M
BRK.B icon
53
Berkshire Hathaway Class B
BRK.B
$1.12T
$2.35M 0.15%
4,669
-362
-7% -$175K
NFLX icon
54
Netflix
NFLX
$317B
$2.11M 0.13%
17,590
-670
-4% -$81.8K
MA icon
55
Mastercard
MA
$496B
$2.02M 0.13%
3,557
-269
-7% -$154K
PLTR icon
56
Palantir
PLTR
$424B
$1.88M 0.12%
10,325
-687
-6% -$111K
COST icon
57
Costco
COST
$420B
$1.7M 0.1%
1,834
-122
-6% -$117K
WMT icon
58
Walmart Inc
WMT
$895B
$1.64M 0.1%
15,923
-1,136
-7% -$113K
ORCL icon
59
Oracle
ORCL
$424B
$1.61M 0.1%
5,708
-120
-2% -$30.6K
BAC icon
60
Bank of America
BAC
$446B
$1.46M 0.09%
28,338
– –
GS icon
61
Goldman Sachs
GS
$301B
$1.45M 0.09%
1,823
– –
ARM icon
62
Arm
ARM
$289B
$1.41M 0.09%
10,000
– –
PG icon
63
Procter & Gamble
PG
$336B
$1.2M 0.07%
7,824
-281
-3% -$43.9K
UNH icon
64
UnitedHealth
UNH
$368B
$1.12M 0.07%
3,249
-85
-3% -$25.7K
GE icon
65
GE Aerospace
GE
$384B
$1.08M 0.07%
3,586
-227
-6% -$62K
NOW icon
66
ServiceNow
NOW
$132B
$990K 0.06%
5,380
-4,230
-44% -$790K
BSX icon
67
Boston Scientific
BSX
$72.9B
$953K 0.06%
9,765
+1,100
+13% +$114K
ANET icon
68
Arista Networks
ANET
$249B
$952K 0.06%
6,531
-574
-8% -$73.9K
CAT icon
69
Caterpillar
CAT
$395B
$941K 0.06%
1,973
– –
AMD icon
70
Advanced Micro Devices
AMD
$764B
$914K 0.06%
5,652
-287
-5% -$46.3K
LIN icon
71
Linde
LIN
$228B
$896K 0.06%
1,886
-97
-5% -$45.9K
PM icon
72
Philip Morris
PM
$289B
$889K 0.05%
5,483
-184
-3% -$31K
WFC icon
73
Wells Fargo
WFC
$264B
$873K 0.05%
10,421
-616
-6% -$50K
BKNG icon
74
Booking.com
BKNG
$160B
$853K 0.05%
3,950
– –
PWR icon
75
Quanta Services
PWR
$102B
$838K 0.05%
2,023
-110
-5% -$42.8K
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
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
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return

Fukoku Mutual Life Insurance's Q3 2025 Portfolio in Review

As of Q3 2025, Fukoku Mutual Life Insurance held 274 positions worth $1.62B, up 3.1% from $1.57B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Fukoku Mutual Life Insurance withdrew a net $64M in Q3 2025, closing 13 positions and reducing 120 holdings. Its most notable exit was Global X S&P 500 Covered Call & Growth ETF, an estimated $6.93M position sold in full.

By sector, the portfolio is most concentrated in Technology at 32% 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 Global X S&P 500 Covered Call ETF worth $6.99M.

  • Fukoku Mutual Life Insurance's largest Q3 2025 buy was Global X S&P 500 Covered Call ETF: 178,000 shares worth $6.99M.
  • Fukoku Mutual Life Insurance added most to First Trust Institutional Preferred Securities and Income ETF in Q3 2025, an estimated $12.2M increase.
  • Fukoku Mutual Life Insurance's biggest Q3 2025 reduction was Microsoft, cutting an estimated $32.8M.
  • Fukoku Mutual Life Insurance fully exited Global X S&P 500 Covered Call & Growth ETF in Q3 2025, selling an estimated $6.93M.
  • Fukoku Mutual Life Insurance's ten largest holdings make up 41% of its $1.62B portfolio in Q3 2025.
  • Fukoku Mutual Life Insurance opened 10 new positions and closed 13 in Q3 2025.
  • Fukoku Mutual Life Insurance's portfolio value rose 3.1% quarter-over-quarter to $1.62B.

Based on Fukoku Mutual Life Insurance's 13F filing for Q3 2025, filed 12 Nov 2025.