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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
+13.87%
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
$1.72B
AUM Growth
+$189M
Cap. Flow
+$48.3M
Cap. Flow %
2.81%
Top 10 Hldgs %
41.63%
Holding
275
New
40
Increased
51
Reduced
44
Closed
19

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$18.7M
2
TSM icon
TSMC
TSM
+$18.2M
3
BALI icon
iShares U.S. Large Cap Premium Income Active ETF
BALI
+$12.3M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$11.4M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.18M

Top Sells

Rank Stock Value
1
IYR icon
iShares US Real Estate ETF
IYR
+$23M
2
CVX icon
Chevron
CVX
+$15.8M
3
AVGO icon
Broadcom
AVGO
+$12.1M
4
BSX icon
Boston Scientific
BSX
+$468K
5
ANET icon
Arista Networks
ANET
+$402K

Sector Composition

Rank Sector Weight
1 Technology 34.59%
2 Financials 10.78%
3 Healthcare 10.52%
4 Utilities 7.41%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADI icon
101
Analog Devices
ADI
$179B
$573K 0.03%
1,443
– –
ANET icon
102
Arista Networks
ANET
$227B
$571K 0.03%
3,359
-2,560
-43% -$402K
MNST icon
103
Monster Beverage
MNST
$94.3B
$569K 0.03%
5,916
+2,053
+53% +$173K
WELL icon
104
Welltower
WELL
$169B
$563K 0.03%
2,479
– –
CAH icon
105
Cardinal Health
CAH
$53.9B
$542K 0.03%
2,281
+736
+48% +$153K
PEP icon
106
PepsiCo
PEP
$190B
$539K 0.03%
3,981
-79
-2% -$11.8K
DELL icon
107
Dell
DELL
$262B
$532K 0.03%
1,234
– –
BA icon
108
Boeing
BA
$171B
$526K 0.03%
2,431
– –
AMGN icon
109
Amgen
AMGN
$208B
$522K 0.03%
1,442
– –
DIS icon
110
Walt Disney
DIS
$167B
$511K 0.03%
5,313
-329
-6% -$33.5K
KEYS icon
111
Keysight
KEYS
$54.5B
$511K 0.03%
1,460
+464
+47% +$158K
AXP icon
112
American Express
AXP
$227B
$509K 0.03%
1,504
– –
DE icon
113
Deere & Co
DE
$160B
$508K 0.03%
801
– –
TMUS icon
114
T-Mobile US
TMUS
$185B
$506K 0.03%
3,019
– –
NEM icon
115
Newmont
NEM
$98.7B
$491K 0.03%
5,254
-180
-3% -$19.6K
NOW icon
116
ServiceNow
NOW
$115B
$467K 0.03%
4,705
– –
SCHW
117
Charles Schwab
SCHW
$183B
$466K 0.03%
5,050
-127
-2% -$11.6K
SNOW icon
118
Snowflake
SNOW
$102B
$459K 0.03%
+1,804
New +$332K
SPGI icon
119
S&P Global
SPGI
$121B
$446K 0.03%
1,094
– –
ABT icon
120
Abbott
ABT
$183B
$444K 0.03%
4,896
– –
FIX icon
121
Comfort Systems
FIX
$60.9B
$444K 0.03%
224
+27
+14% +$49K
UBER icon
122
Uber
UBER
$143B
$440K 0.03%
6,095
-78
-1% -$5.72K
CRM icon
123
Salesforce
CRM
$151B
$440K 0.03%
2,806
– –
PGR icon
124
Progressive
PGR
$123B
$438K 0.03%
2,003
– –
UNP icon
125
Union Pacific
UNP
$174B
$437K 0.03%
1,607
– –
3 4
5
6 7

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PAIM
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Fukoku Mutual Life Insurance's Q2 2026 Portfolio in Review

As of Q2 2026, Fukoku Mutual Life Insurance held 275 positions worth $1.72B, up 12% from $1.53B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Fukoku Mutual Life Insurance's Q2 2026 filing shows 40 new, 51 increased, 44 reduced and 19 closed positions. Its largest new stake was State Street Technology Select Sector SPDR ETF: 29,200 shares worth $5.56M. The largest sale was iShares US Real Estate ETF, an estimated $23M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 29% a quarter earlier, followed by Financials and Healthcare.

  • Fukoku Mutual Life Insurance's largest Q2 2026 buy was State Street Technology Select Sector SPDR ETF: 29,200 shares worth $5.56M.
  • Fukoku Mutual Life Insurance added most to NVIDIA in Q2 2026, an estimated $18.7M increase.
  • Fukoku Mutual Life Insurance's biggest Q2 2026 reduction was Chevron, cutting an estimated $15.8M.
  • Fukoku Mutual Life Insurance fully exited iShares US Real Estate ETF in Q2 2026, selling an estimated $23M.
  • Fukoku Mutual Life Insurance's ten largest holdings make up 42% of its $1.72B portfolio in Q2 2026.
  • Fukoku Mutual Life Insurance opened 40 new positions and closed 19 in Q2 2026.
  • Fukoku Mutual Life Insurance's portfolio value rose 12% quarter-over-quarter to $1.72B.

Based on Fukoku Mutual Life Insurance's 13F filing for Q2 2026, filed 24 Jul 2026.