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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
+2.25%
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
$1.53B
AUM Growth
+$3.78M
Cap. Flow
-$816K
Cap. Flow %
-0.05%
Top 10 Hldgs %
40.28%
Holding
257
New
11
Increased
7
Reduced
64
Closed
22

Top Buys

Rank Stock Value
1
BALI icon
iShares U.S. Large Cap Premium Income Active ETF
BALI
+$11.6M
2
MSFT icon
Microsoft
MSFT
+$11.5M
3
TSM icon
TSMC
TSM
+$10.3M
4
NVDA icon
NVIDIA
NVDA
+$4.63M
5
VLO icon
Valero Energy
VLO
+$242K

Top Sells

Rank Stock Value
1
ICF icon
iShares Select U.S. REIT ETF
ICF
+$10.4M
2
KMB icon
Kimberly-Clark
KMB
+$8.05M
3
QCOM icon
Qualcomm
QCOM
+$5.11M
4
INTU icon
Intuit
INTU
+$2.86M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.05M

Sector Composition

Rank Sector Weight
1 Technology 28.68%
2 Healthcare 11.29%
3 Financials 10.65%
4 Utilities 8.44%
5 Consumer Staples 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
51
Berkshire Hathaway Class B
BRK.B
$1.12T
$2.01M 0.13%
4,203
-154
-4% -$75.6K
WMT icon
52
Walmart Inc
WMT
$896B
$1.77M 0.12%
14,214
– –
COST icon
53
Costco
COST
$419B
$1.61M 0.11%
1,615
– –
MA icon
54
Mastercard
MA
$496B
$1.56M 0.1%
3,129
-113
-3% -$59.5K
ARM icon
55
Arm
ARM
$288B
$1.51M 0.1%
10,000
– –
NFLX icon
56
Netflix
NFLX
$317B
$1.49M 0.1%
15,525
– –
PLTR icon
57
Palantir
PLTR
$424B
$1.38M 0.09%
9,463
– –
MU icon
58
Micron Technology
MU
$970B
$1.35M 0.09%
3,986
-1,245
-24% -$488K
GS icon
59
Goldman Sachs
GS
$300B
$1.34M 0.09%
1,581
– –
CAT icon
60
Caterpillar
CAT
$395B
$1.28M 0.08%
1,811
– –
HD icon
61
Home Depot
HD
$356B
$1.26M 0.08%
3,834
– –
BAC icon
62
Bank of America
BAC
$446B
$1.19M 0.08%
24,421
– –
GLW icon
63
Corning
GLW
$139B
$1.15M 0.08%
8,456
-530
-6% -$63.9K
RTX icon
64
RTX Corp
RTX
$303B
$1.02M 0.07%
5,311
– –
AMD icon
65
Advanced Micro Devices
AMD
$765B
$1M 0.07%
4,940
– –
PG icon
66
Procter & Gamble
PG
$335B
$971K 0.06%
6,721
– –
PWR icon
67
Quanta Services
PWR
$101B
$944K 0.06%
1,720
– –
GE icon
68
GE Aerospace
GE
$384B
$886K 0.06%
3,123
-134
-4% -$42.1K
GEV icon
69
GE Vernova
GEV
$273B
$795K 0.05%
911
– –
TJX icon
70
TJX Companies
TJX
$173B
$791K 0.05%
4,956
– –
ORCL icon
71
Oracle
ORCL
$422B
$772K 0.05%
5,245
– –
LRCX icon
72
Lam Research
LRCX
$395B
$770K 0.05%
3,605
-260
-7% -$58.1K
PM icon
73
Philip Morris
PM
$290B
$767K 0.05%
4,636
-278
-6% -$48.3K
AMAT icon
74
Applied Materials
AMAT
$425B
$763K 0.05%
2,232
– –
LIN icon
75
Linde
LIN
$227B
$756K 0.05%
1,525
– –
1 2
3
4 5

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Fukoku Mutual Life Insurance's Q1 2026 Portfolio in Review

As of Q1 2026, Fukoku Mutual Life Insurance held 257 positions worth $1.53B, up 0.25% from $1.52B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Fukoku Mutual Life Insurance's Q1 2026 filing shows 11 new, 7 increased, 64 reduced and 22 closed positions. Its largest new stake was iShares U.S. Large Cap Premium Income Active ETF: 366,000 shares worth $11.3M. The largest sale was iShares Select U.S. REIT ETF, an estimated $10.4M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 31% a quarter earlier, followed by Healthcare and Financials.

  • Fukoku Mutual Life Insurance's largest Q1 2026 buy was iShares U.S. Large Cap Premium Income Active ETF: 366,000 shares worth $11.3M.
  • Fukoku Mutual Life Insurance added most to Microsoft in Q1 2026, an estimated $11.5M increase.
  • Fukoku Mutual Life Insurance's biggest Q1 2026 reduction was Qualcomm, cutting an estimated $5.11M.
  • Fukoku Mutual Life Insurance fully exited iShares Select U.S. REIT ETF in Q1 2026, selling an estimated $10.4M.
  • Fukoku Mutual Life Insurance's ten largest holdings make up 40% of its $1.53B portfolio in Q1 2026.
  • Fukoku Mutual Life Insurance opened 11 new positions and closed 22 in Q1 2026.
  • Fukoku Mutual Life Insurance's portfolio value rose 0.25% quarter-over-quarter to $1.53B.

Based on Fukoku Mutual Life Insurance's 13F filing for Q1 2026, filed 28 Apr 2026.