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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
TMO icon
76
Thermo Fisher Scientific
TMO
$224B
$763K 0.06%
1,534
– –
SPGI icon
77
S&P Global
SPGI
$120B
$761K 0.06%
1,497
– –
RTX icon
78
RTX Corp
RTX
$302B
$748K 0.06%
5,649
– –
TJX icon
79
TJX Companies
TJX
$172B
$742K 0.05%
6,095
-80
-1% -$9.71K
DIS icon
80
Walt Disney
DIS
$179B
$734K 0.05%
7,436
– –
PANW icon
81
Palo Alto Networks
PANW
$313B
$730K 0.05%
4,278
-70
-2% -$12.9K
PEP icon
82
PepsiCo
PEP
$189B
$724K 0.05%
4,830
– –
PGR icon
83
Progressive
PGR
$123B
$723K 0.05%
2,553
– –
C icon
84
Citigroup
C
$228B
$705K 0.05%
9,928
-5,200
-34% -$397K
AMGN icon
85
Amgen
AMGN
$224B
$698K 0.05%
2,241
– –
WMB icon
86
Williams Companies
WMB
$88.4B
$674K 0.05%
11,280
+1,860
+20% +$106K
AJG icon
87
Arthur J. Gallagher & Co
AJG
$65B
$670K 0.05%
1,942
-40
-2% -$12.6K
ADBE icon
88
Adobe
ADBE
$105B
$669K 0.05%
1,744
– –
AMD icon
89
Advanced Micro Devices
AMD
$774B
$659K 0.05%
6,410
-788
-11% -$87.6K
BMY icon
90
Bristol-Myers Squibb
BMY
$130B
$650K 0.05%
10,664
-190
-2% -$11.1K
SYK icon
91
Stryker
SYK
$134B
$629K 0.05%
1,691
-30
-2% -$11.4K
PWR icon
92
Quanta Services
PWR
$101B
$614K 0.05%
2,416
-80
-3% -$23.1K
AXP icon
93
American Express
AXP
$230B
$604K 0.04%
2,246
– –
CTAS icon
94
Cintas
CTAS
$82.1B
$587K 0.04%
2,854
-50
-2% -$9.96K
CRH icon
95
CRH
CRH
$67.4B
$582K 0.04%
6,618
-170
-3% -$16.7K
DHR icon
96
Danaher
DHR
$146B
$577K 0.04%
2,813
– –
UBER icon
97
Uber
UBER
$160B
$575K 0.04%
7,897
– –
WM icon
98
Waste Management
WM
$90.7B
$574K 0.04%
2,478
-40
-2% -$8.86K
GLW icon
99
Corning
GLW
$137B
$571K 0.04%
12,466
+1,440
+13% +$71.1K
HON icon
100
Honeywell
HON
$72.9B
$565K 0.04%
2,830
– –
2 3
4
5 6

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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.