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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
BNY
101
Bank of New York Mellon
BNY
$109B
$596K 0.04%
5,468
-623
-10% -$63.5K
LRCX icon
102
Lam Research
LRCX
$389B
$575K 0.04%
4,291
– –
BA icon
103
Boeing
BA
$185B
$573K 0.04%
2,656
-207
-7% -$46.7K
PGR icon
104
Progressive
PGR
$124B
$567K 0.04%
2,295
– –
SCHW
105
Charles Schwab
SCHW
$186B
$566K 0.04%
5,928
– –
ETN icon
106
Eaton
ETN
$178B
$555K 0.03%
1,484
-3,390
-70% -$1.23M
PEP icon
107
PepsiCo
PEP
$188B
$540K 0.03%
3,847
-468
-11% -$66.8K
ACN icon
108
Accenture
ACN
$109B
$539K 0.03%
2,185
-830
-28% -$216K
INTC icon
109
Intel
INTC
$490B
$532K 0.03%
15,871
– –
ADBE icon
110
Adobe
ADBE
$105B
$525K 0.03%
1,487
– –
COF icon
111
Capital One
COF
$134B
$522K 0.03%
2,455
-409
-14% -$89.5K
WM icon
112
Waste Management
WM
$91.1B
$503K 0.03%
2,276
-202
-8% -$45.5K
AMAT icon
113
Applied Materials
AMAT
$416B
$491K 0.03%
2,398
– –
BX icon
114
Blackstone
BX
$118B
$481K 0.03%
2,818
-460
-14% -$78.8K
LOW icon
115
Lowe's Companies
LOW
$124B
$477K 0.03%
1,899
-194
-9% -$47.7K
KLAC icon
116
KLA
KLAC
$260B
$469K 0.03%
4,350
– –
HOOD icon
117
Robinhood
HOOD
$84B
$467K 0.03%
3,265
– –
NEM icon
118
Newmont
NEM
$123B
$467K 0.03%
5,543
-854
-13% -$59.6K
SPOT icon
119
Spotify
SPOT
$103B
$464K 0.03%
665
– –
AMGN icon
120
Amgen
AMGN
$224B
$452K 0.03%
1,602
-199
-11% -$57.7K
MELI icon
121
Mercado Libre
MELI
$98.1B
$449K 0.03%
192
-11
-5% -$26.4K
UNP icon
122
Union Pacific
UNP
$173B
$446K 0.03%
1,885
– –
ORLY icon
123
O'Reilly Automotive
ORLY
$75.2B
$445K 0.03%
4,127
– –
CMI icon
124
Cummins
CMI
$87.3B
$439K 0.03%
1,040
– –
PLD icon
125
Prologis
PLD
$133B
$433K 0.03%
3,777
– –
3 4
5
6 7

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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 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.