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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
+2.66%
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
$1.52B
AUM Growth
-$94.6M
Cap. Flow
-$128M
Cap. Flow %
-8.39%
Top 10 Hldgs %
40.63%
Holding
274
New
13
Increased
19
Reduced
192
Closed
28

Top Buys

Rank Stock Value
1
CME icon
CME Group
CME
+$12.2M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.03M
3
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$673K
4
ISRG icon
Intuitive Surgical
ISRG
+$629K
5
DELL icon
Dell
DELL
+$492K

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$55.6M
2
MS icon
Morgan Stanley
MS
+$34M
3
ABBV icon
AbbVie
ABBV
+$16.4M
4
HD icon
Home Depot
HD
+$16M
5
NVDA icon
NVIDIA
NVDA
+$1.92M

Sector Composition

Rank Sector Weight
1 Technology 31.07%
2 Financials 11.67%
3 Healthcare 10.64%
4 Utilities 7.52%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPGI icon
101
S&P Global
SPGI
$121B
$572K 0.04%
1,094
-148
-12% -$73.2K
CDNS icon
102
Cadence Design Systems
CDNS
$90.1B
$562K 0.04%
1,798
-248
-12% -$80.9K
BNY
103
Bank of New York Mellon
BNY
$109B
$550K 0.04%
4,742
-726
-13% -$80.3K
NEM icon
104
Newmont
NEM
$123B
$535K 0.04%
5,361
-182
-3% -$16.4K
BA icon
105
Boeing
BA
$185B
$528K 0.03%
2,431
-225
-8% -$46.3K
ACN icon
106
Accenture
ACN
$110B
$527K 0.03%
1,965
-220
-10% -$55.9K
INTC icon
107
Intel
INTC
$492B
$522K 0.03%
14,133
-1,738
-11% -$65.6K
TT icon
108
Trane Technologies
TT
$106B
$515K 0.03%
1,324
-243
-16% -$101K
APP icon
109
Applovin
APP
$107B
$510K 0.03%
757
-151
-17% -$95.1K
COF icon
110
Capital One
COF
$134B
$510K 0.03%
2,104
-351
-14% -$78.1K
UBER icon
111
Uber
UBER
$160B
$504K 0.03%
6,173
-667
-10% -$60.1K
WELL icon
112
Welltower
WELL
$163B
$501K 0.03%
2,700
-822
-23% -$154K
CMI icon
113
Cummins
CMI
$87.3B
$487K 0.03%
955
-85
-8% -$39.7K
SYK icon
114
Stryker
SYK
$134B
$482K 0.03%
1,370
-264
-16% -$96.2K
AMGN icon
115
Amgen
AMGN
$224B
$472K 0.03%
1,442
-160
-10% -$50.8K
KLAC icon
116
KLA
KLAC
$262B
$462K 0.03%
3,800
-550
-13% -$64.5K
PGR icon
117
Progressive
PGR
$124B
$456K 0.03%
2,003
-292
-13% -$65.9K
WM icon
118
Waste Management
WM
$91.1B
$454K 0.03%
2,068
-208
-9% -$44.3K
ADBE icon
119
Adobe
ADBE
$105B
$448K 0.03%
1,279
-208
-14% -$70.7K
DHR icon
120
Danaher
DHR
$146B
$443K 0.03%
1,934
-244
-11% -$53.6K
DELL icon
121
Dell
DELL
$285B
$440K 0.03%
+3,494
New +$492K
PLD icon
122
Prologis
PLD
$132B
$435K 0.03%
3,409
-368
-10% -$45.9K
ADI icon
123
Analog Devices
ADI
$188B
$430K 0.03%
1,585
-80
-5% -$20.1K
BX icon
124
Blackstone
BX
$118B
$411K 0.03%
2,668
-150
-5% -$22.8K
ETN icon
125
Eaton
ETN
$179B
$408K 0.03%
1,280
-204
-14% -$72.3K
3 4
5
6 7

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Fukoku Mutual Life Insurance's Q4 2025 Portfolio in Review

As of Q4 2025, Fukoku Mutual Life Insurance held 274 positions worth $1.52B, down 5.8% from $1.62B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Fukoku Mutual Life Insurance withdrew a net $128M in Q4 2025, closing 28 positions and reducing 192 holdings. Its most notable exit was Cintas, an estimated $342K position sold in full.

By sector, the portfolio is most concentrated in Technology at 31% 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 State Street SPDR S&P 500 ETF Trust worth $2.05M.

  • Fukoku Mutual Life Insurance's largest Q4 2025 buy was State Street SPDR S&P 500 ETF Trust: 3,000 shares worth $2.05M.
  • Fukoku Mutual Life Insurance added most to CME Group in Q4 2025, an estimated $12.2M increase.
  • Fukoku Mutual Life Insurance's biggest Q4 2025 reduction was Broadcom, cutting an estimated $55.6M.
  • Fukoku Mutual Life Insurance fully exited Cintas in Q4 2025, selling an estimated $342K.
  • Fukoku Mutual Life Insurance's ten largest holdings make up 41% of its $1.52B portfolio in Q4 2025.
  • Fukoku Mutual Life Insurance opened 13 new positions and closed 28 in Q4 2025.
  • Fukoku Mutual Life Insurance's portfolio value fell 5.8% quarter-over-quarter to $1.52B.

Based on Fukoku Mutual Life Insurance's 13F filing for Q4 2025, filed 10 Feb 2026.