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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
PGR icon
101
Progressive
PGR
$124B
$612K 0.04%
2,295
-258
-10% -$70.7K
COF icon
102
Capital One
COF
$134B
$609K 0.04%
2,864
+812
+40% +$152K
BA icon
103
Boeing
BA
$184B
$600K 0.04%
2,863
-28
-1% -$5.29K
CRH icon
104
CRH
CRH
$66.9B
$589K 0.04%
6,414
-204
-3% -$18.6K
ADBE icon
105
Adobe
ADBE
$109B
$575K 0.04%
1,487
-257
-15% -$99K
GLW icon
106
Corning
GLW
$136B
$575K 0.04%
10,928
-1,538
-12% -$72K
PEP icon
107
PepsiCo
PEP
$188B
$570K 0.04%
4,315
-515
-11% -$69.4K
WM icon
108
Waste Management
WM
$90.6B
$567K 0.04%
2,478
– –
BNY
109
Bank of New York Mellon
BNY
$108B
$555K 0.04%
6,091
-260
-4% -$22.1K
WELL icon
110
Welltower
WELL
$169B
$541K 0.03%
3,522
– –
SCHW
111
Charles Schwab
SCHW
$187B
$541K 0.03%
5,928
-793
-12% -$66.4K
TMO icon
112
Thermo Fisher Scientific
TMO
$222B
$532K 0.03%
1,313
-221
-14% -$92.4K
MELI icon
113
Mercado Libre
MELI
$92.5B
$531K 0.03%
203
-8
-4% -$18.7K
ADP icon
114
Automatic Data Processing
ADP
$109B
$519K 0.03%
1,684
– –
HON icon
115
Honeywell
HON
$77B
$516K 0.03%
2,349
-481
-17% -$97.4K
APH icon
116
Amphenol
APH
$207B
$515K 0.03%
5,220
-1,167
-18% -$95.4K
SPOT icon
117
Spotify
SPOT
$105B
$510K 0.03%
665
+35
+6% +$22.5K
AMGN icon
118
Amgen
AMGN
$226B
$503K 0.03%
1,801
-440
-20% -$125K
MU icon
119
Micron Technology
MU
$972B
$493K 0.03%
3,997
-313
-7% -$29.2K
BX icon
120
Blackstone
BX
$113B
$490K 0.03%
3,278
– –
DHR icon
121
Danaher
DHR
$147B
$474K 0.03%
2,402
-411
-15% -$79.7K
LOW icon
122
Lowe's Companies
LOW
$123B
$464K 0.03%
2,093
– –
CEG icon
123
Constellation Energy
CEG
$95.8B
$462K 0.03%
1,430
– –
DE icon
124
Deere & Co
DE
$164B
$459K 0.03%
903
– –
ADI icon
125
Analog Devices
ADI
$187B
$458K 0.03%
1,925
– –
3 4
5
6 7

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II
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CC
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PAIM
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ACM
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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.