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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
NOW icon
101
ServiceNow
NOW
$131B
$492K 0.03%
4,705
– –
WELL icon
102
Welltower
WELL
$165B
$490K 0.03%
2,479
-221
-8% -$43.7K
SCHW
103
Charles Schwab
SCHW
$187B
$487K 0.03%
5,177
-3,600
-41% -$353K
CRH icon
104
CRH
CRH
$67.6B
$485K 0.03%
4,611
-514
-10% -$60.4K
BA icon
105
Boeing
BA
$185B
$484K 0.03%
2,431
– –
WM icon
106
Waste Management
WM
$91.5B
$475K 0.03%
2,068
– –
BSX icon
107
Boston Scientific
BSX
$74.4B
$468K 0.03%
7,455
-618
-8% -$49.4K
SPGI icon
108
S&P Global
SPGI
$121B
$465K 0.03%
1,094
– –
ADI icon
109
Analog Devices
ADI
$189B
$459K 0.03%
1,443
-142
-9% -$45.2K
ETN icon
110
Eaton
ETN
$179B
$458K 0.03%
1,280
– –
AXP icon
111
American Express
AXP
$231B
$455K 0.03%
1,504
-1,176
-44% -$394K
DE icon
112
Deere & Co
DE
$167B
$451K 0.03%
801
– –
UBER icon
113
Uber
UBER
$160B
$444K 0.03%
6,173
– –
PLD icon
114
Prologis
PLD
$132B
$398K 0.03%
3,014
-395
-12% -$52.8K
SYK icon
115
Stryker
SYK
$134B
$398K 0.03%
1,212
-158
-12% -$56.7K
LMT icon
116
Lockheed Martin
LMT
$137B
$398K 0.03%
658
-72
-10% -$44.4K
PGR icon
117
Progressive
PGR
$124B
$397K 0.03%
2,003
– –
UNP icon
118
Union Pacific
UNP
$173B
$390K 0.03%
1,607
– –
ACN icon
119
Accenture
ACN
$110B
$390K 0.03%
1,965
– –
CB icon
120
Chubb
CB
$135B
$389K 0.03%
1,192
– –
HON icon
121
Honeywell
HON
$74.7B
$388K 0.03%
1,715
– –
INTU icon
122
Intuit
INTU
$91.9B
$387K 0.03%
896
-6,000
-87% -$2.86M
LOW icon
123
Lowe's Companies
LOW
$125B
$379K 0.02%
1,604
– –
O icon
124
Realty Income
O
$58.6B
$377K 0.02%
6,163
– –
PEG icon
125
Public Service Enterprise Group
PEG
$37.4B
$376K 0.02%
4,647
– –
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 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.