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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
+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
TMUS icon
76
T-Mobile US
TMUS
$192B
$833K 0.05%
3,478
-186
-5% -$45K
ABT icon
77
Abbott
ABT
$190B
$828K 0.05%
6,184
-271
-4% -$35.6K
TJX icon
78
TJX Companies
TJX
$172B
$813K 0.05%
5,628
– –
GLW icon
79
Corning
GLW
$137B
$812K 0.05%
9,895
-1,033
-9% -$67.5K
RTX icon
80
RTX Corp
RTX
$302B
$778K 0.05%
4,651
-377
-7% -$58.5K
BLK icon
81
Blackrock
BLK
$178B
$773K 0.05%
663
-18,800
-97% -$21M
ISRG icon
82
Intuitive Surgical
ISRG
$142B
$766K 0.05%
1,713
-373
-18% -$179K
PANW icon
83
Palo Alto Networks
PANW
$313B
$749K 0.05%
3,680
-4,820
-57% -$923K
DIS icon
84
Walt Disney
DIS
$179B
$721K 0.04%
6,294
– –
CDNS icon
85
Cadence Design Systems
CDNS
$90.2B
$719K 0.04%
2,046
-150
-7% -$51.6K
CRH icon
86
CRH
CRH
$67.4B
$711K 0.04%
5,931
-483
-8% -$51K
CRM icon
87
Salesforce
CRM
$162B
$706K 0.04%
2,980
-3,819
-56% -$963K
UBER icon
88
Uber
UBER
$160B
$670K 0.04%
6,840
– –
MU icon
89
Micron Technology
MU
$981B
$669K 0.04%
3,997
– –
TT icon
90
Trane Technologies
TT
$106B
$661K 0.04%
1,567
-82
-5% -$35K
APP icon
91
Applovin
APP
$107B
$652K 0.04%
908
– –
APH icon
92
Amphenol
APH
$206B
$646K 0.04%
5,220
– –
TMO icon
93
Thermo Fisher Scientific
TMO
$224B
$637K 0.04%
1,313
– –
WELL icon
94
Welltower
WELL
$163B
$627K 0.04%
3,522
– –
AXP icon
95
American Express
AXP
$230B
$624K 0.04%
1,880
-168
-8% -$53.4K
VRTX icon
96
Vertex Pharmaceuticals
VRTX
$134B
$622K 0.04%
1,589
– –
GEV icon
97
GE Vernova
GEV
$269B
$620K 0.04%
1,008
-1,917
-66% -$1.16M
SPGI icon
98
S&P Global
SPGI
$120B
$604K 0.04%
1,242
– –
SYK icon
99
Stryker
SYK
$134B
$604K 0.04%
1,634
– –
AJG icon
100
Arthur J. Gallagher & Co
AJG
$65B
$602K 0.04%
1,942
– –
2 3
4
5 6

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ESBC
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PAIM
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ACM
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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.