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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
+2.66%
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
$1.52B
AUM Growth
-$94.6M
Cap. Flow
-$128M
Cap. Flow %
-8.39%
Top 10 Hldgs %
40.63%
Holding
274
New
13
Increased
19
Reduced
192
Closed
28

Top Buys

Rank Stock Value
1
CME icon
CME Group
CME
+$12.2M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.03M
3
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$673K
4
ISRG icon
Intuitive Surgical
ISRG
+$629K
5
DELL icon
Dell
DELL
+$492K

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$55.6M
2
MS icon
Morgan Stanley
MS
+$34M
3
ABBV icon
AbbVie
ABBV
+$16.4M
4
HD icon
Home Depot
HD
+$16M
5
NVDA icon
NVIDIA
NVDA
+$1.92M

Sector Composition

Rank Sector Weight
1 Technology 31.07%
2 Financials 11.67%
3 Healthcare 10.64%
4 Utilities 7.52%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LLY icon
51
Eli Lilly
LLY
$1.08T
$3.45M 0.23%
3,213
-96
-3% -$91.8K
BRK.B icon
52
Berkshire Hathaway Class B
BRK.B
$1.12T
$2.19M 0.14%
4,357
-312
-7% -$155K
SPY icon
53
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$2.05M 0.13%
+3,000
New +$2.03M
MA icon
54
Mastercard
MA
$496B
$1.85M 0.12%
3,242
-315
-9% -$176K
PLTR icon
55
Palantir
PLTR
$424B
$1.68M 0.11%
9,463
-862
-8% -$156K
ISRG icon
56
Intuitive Surgical
ISRG
$141B
$1.64M 0.11%
2,894
+1,181
+69% +$629K
WMT icon
57
Walmart Inc
WMT
$895B
$1.58M 0.1%
14,214
-1,709
-11% -$183K
MU icon
58
Micron Technology
MU
$965B
$1.49M 0.1%
5,231
+1,234
+31% +$283K
NFLX icon
59
Netflix
NFLX
$317B
$1.46M 0.1%
15,525
-2,065
-12% -$223K
COST icon
60
Costco
COST
$420B
$1.39M 0.09%
1,615
-219
-12% -$198K
GS icon
61
Goldman Sachs
GS
$301B
$1.39M 0.09%
1,581
-242
-13% -$197K
BAC icon
62
Bank of America
BAC
$446B
$1.34M 0.09%
24,421
-3,917
-14% -$207K
HD icon
63
Home Depot
HD
$356B
$1.32M 0.09%
3,834
-43,568
-92% -$16M
ARM icon
64
Arm
ARM
$289B
$1.09M 0.07%
10,000
– –
MS icon
65
Morgan Stanley
MS
$337B
$1.06M 0.07%
5,997
-203,557
-97% -$34M
AMD icon
66
Advanced Micro Devices
AMD
$765B
$1.06M 0.07%
4,940
-712
-13% -$160K
CAT icon
67
Caterpillar
CAT
$395B
$1.04M 0.07%
1,811
-162
-8% -$90K
ORCL icon
68
Oracle
ORCL
$421B
$1.02M 0.07%
5,245
-463
-8% -$110K
GE icon
69
GE Aerospace
GE
$385B
$1M 0.07%
3,257
-329
-9% -$99.1K
AXP icon
70
American Express
AXP
$230B
$991K 0.07%
2,680
+800
+43% +$286K
RTX icon
71
RTX Corp
RTX
$303B
$974K 0.06%
5,311
+660
+14% +$115K
PG icon
72
Procter & Gamble
PG
$335B
$963K 0.06%
6,721
-1,103
-14% -$163K
APH icon
73
Amphenol
APH
$212B
$923K 0.06%
6,829
+1,609
+31% +$215K
UNH icon
74
UnitedHealth
UNH
$368B
$921K 0.06%
2,790
-459
-14% -$156K
PEP icon
75
PepsiCo
PEP
$188B
$901K 0.06%
6,280
+2,433
+63% +$357K
1 2
3
4 5

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Fukoku Mutual Life Insurance's Q4 2025 Portfolio in Review

As of Q4 2025, Fukoku Mutual Life Insurance held 274 positions worth $1.52B, down 5.8% from $1.62B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Fukoku Mutual Life Insurance withdrew a net $128M in Q4 2025, closing 28 positions and reducing 192 holdings. Its most notable exit was Cintas, an estimated $342K position sold in full.

By sector, the portfolio is most concentrated in Technology at 31% 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 State Street SPDR S&P 500 ETF Trust worth $2.05M.

  • Fukoku Mutual Life Insurance's largest Q4 2025 buy was State Street SPDR S&P 500 ETF Trust: 3,000 shares worth $2.05M.
  • Fukoku Mutual Life Insurance added most to CME Group in Q4 2025, an estimated $12.2M increase.
  • Fukoku Mutual Life Insurance's biggest Q4 2025 reduction was Broadcom, cutting an estimated $55.6M.
  • Fukoku Mutual Life Insurance fully exited Cintas in Q4 2025, selling an estimated $342K.
  • Fukoku Mutual Life Insurance's ten largest holdings make up 41% of its $1.52B portfolio in Q4 2025.
  • Fukoku Mutual Life Insurance opened 13 new positions and closed 28 in Q4 2025.
  • Fukoku Mutual Life Insurance's portfolio value fell 5.8% quarter-over-quarter to $1.52B.

Based on Fukoku Mutual Life Insurance's 13F filing for Q4 2025, filed 10 Feb 2026.