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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
UNH icon
76
UnitedHealth
UNH
$368B
$755K 0.05%
2,790
– –
WFC icon
77
Wells Fargo
WFC
$265B
$737K 0.05%
9,253
– –
ANET icon
78
Arista Networks
ANET
$247B
$727K 0.05%
5,919
-130
-2% -$17.4K
ISRG icon
79
Intuitive Surgical
ISRG
$141B
$689K 0.05%
1,494
-1,400
-48% -$708K
TMUS icon
80
T-Mobile US
TMUS
$194B
$634K 0.04%
3,019
– –
PEP icon
81
PepsiCo
PEP
$188B
$630K 0.04%
4,060
-2,220
-35% -$346K
VRTX icon
82
Vertex Pharmaceuticals
VRTX
$134B
$624K 0.04%
1,397
– –
INTC icon
83
Intel
INTC
$491B
$624K 0.04%
14,133
– –
TMO icon
84
Thermo Fisher Scientific
TMO
$223B
$589K 0.04%
1,198
– –
NEM icon
85
Newmont
NEM
$123B
$588K 0.04%
5,434
+73
+1% +$8.41K
BLK icon
86
Blackrock
BLK
$178B
$563K 0.04%
585
– –
BNY
87
Bank of New York Mellon
BNY
$109B
$563K 0.04%
4,742
– –
KLAC icon
88
KLA
KLAC
$259B
$560K 0.04%
3,800
– –
BKNG icon
89
Booking.com
BKNG
$161B
$547K 0.04%
3,250
– –
DIS icon
90
Walt Disney
DIS
$178B
$544K 0.04%
5,642
– –
APH icon
91
Amphenol
APH
$208B
$543K 0.04%
4,300
-2,529
-37% -$356K
MS icon
92
Morgan Stanley
MS
$339B
$533K 0.03%
3,237
-2,760
-46% -$478K
COP icon
93
ConocoPhillips
COP
$151B
$531K 0.03%
4,026
– –
CRM icon
94
Salesforce
CRM
$161B
$524K 0.03%
2,806
– –
PANW icon
95
Palo Alto Networks
PANW
$314B
$518K 0.03%
3,229
– –
CMI icon
96
Cummins
CMI
$87.5B
$514K 0.03%
955
– –
TT icon
97
Trane Technologies
TT
$106B
$510K 0.03%
1,223
-101
-8% -$42.9K
AMGN icon
98
Amgen
AMGN
$224B
$507K 0.03%
1,442
– –
ABT icon
99
Abbott
ABT
$190B
$503K 0.03%
4,896
-423
-8% -$47.8K
CDNS icon
100
Cadence Design Systems
CDNS
$89.8B
$500K 0.03%
1,798
– –
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
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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.