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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
UNH icon
76
UnitedHealth
UNH
$371B
$1.04M 0.07%
3,334
-931
-22% -$356K
PM icon
77
Philip Morris
PM
$290B
$1.03M 0.07%
5,667
-187
-3% -$32.1K
GE icon
78
GE Aerospace
GE
$380B
$981K 0.06%
3,813
-566
-13% -$124K
BSX icon
79
Boston Scientific
BSX
$73.1B
$931K 0.06%
8,665
-1,370
-14% -$139K
LIN icon
80
Linde
LIN
$227B
$930K 0.06%
1,983
-125
-6% -$57.1K
BKNG icon
81
Booking.com
BKNG
$160B
$915K 0.06%
3,950
-350
-8% -$71.7K
ACN icon
82
Accenture
ACN
$109B
$901K 0.06%
3,015
-464
-13% -$141K
WFC icon
83
Wells Fargo
WFC
$265B
$884K 0.06%
11,037
-2,466
-18% -$178K
ABT icon
84
Abbott
ABT
$188B
$878K 0.06%
6,455
-636
-9% -$83.9K
TMUS icon
85
T-Mobile US
TMUS
$191B
$873K 0.06%
3,664
-530
-13% -$129K
AMD icon
86
Advanced Micro Devices
AMD
$767B
$843K 0.05%
5,939
-471
-7% -$51.3K
PWR icon
87
Quanta Services
PWR
$99.4B
$806K 0.05%
2,133
-283
-12% -$90.8K
DIS icon
88
Walt Disney
DIS
$178B
$781K 0.05%
6,294
-1,142
-15% -$119K
CAT icon
89
Caterpillar
CAT
$385B
$766K 0.05%
1,973
-551
-22% -$184K
RTX icon
90
RTX Corp
RTX
$302B
$734K 0.05%
5,028
-621
-11% -$82.7K
ANET icon
91
Arista Networks
ANET
$242B
$727K 0.05%
7,105
– –
TT icon
92
Trane Technologies
TT
$105B
$721K 0.05%
1,649
– –
VRTX icon
93
Vertex Pharmaceuticals
VRTX
$133B
$707K 0.05%
1,589
-226
-12% -$104K
TJX icon
94
TJX Companies
TJX
$175B
$695K 0.04%
5,628
-467
-8% -$59.2K
CDNS icon
95
Cadence Design Systems
CDNS
$91.4B
$677K 0.04%
2,196
– –
SPGI icon
96
S&P Global
SPGI
$121B
$655K 0.04%
1,242
-255
-17% -$127K
AXP icon
97
American Express
AXP
$229B
$653K 0.04%
2,048
-198
-9% -$55.7K
SYK icon
98
Stryker
SYK
$133B
$646K 0.04%
1,634
-57
-3% -$21.3K
UBER icon
99
Uber
UBER
$159B
$638K 0.04%
6,840
-1,057
-13% -$87K
AJG icon
100
Arthur J. Gallagher & Co
AJG
$64.7B
$622K 0.04%
1,942
– –
2 3
4
5 6

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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
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return

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.