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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
+0.42%
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
$1.35B
AUM Growth
-$37.9M
Cap. Flow
-$13.4M
Cap. Flow %
-0.99%
Top 10 Hldgs %
38.33%
Holding
280
New
14
Increased
15
Reduced
68
Closed
13

Top Buys

Rank Stock Value
1
CMI icon
Cummins
CMI
+$396K
2
TEAM icon
Atlassian
TEAM
+$338K
3
APP icon
Applovin
APP
+$277K
4
ITW icon
Illinois Tool Works
ITW
+$274K
5
SNOW icon
Snowflake
SNOW
+$267K

Top Sells

Rank Stock Value
1
VZ icon
Verizon
VZ
+$8.58M
2
MSFT icon
Microsoft
MSFT
+$716K
3
JBL icon
Jabil
JBL
+$474K
4
KKR icon
KKR & Co
KKR
+$442K
5
C icon
Citigroup
C
+$397K

Sector Composition

Rank Sector Weight
1 Technology 27.15%
2 Financials 13.49%
3 Healthcare 12.23%
4 Utilities 8.24%
5 Consumer Staples 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCK icon
126
McKesson
MCK
$105B
$431K 0.03%
640
– –
INTC icon
127
Intel
INTC
$493B
$427K 0.03%
18,815
– –
MDT icon
128
Medtronic
MDT
$116B
$425K 0.03%
4,735
– –
DE icon
129
Deere & Co
DE
$167B
$424K 0.03%
903
– –
APH icon
130
Amphenol
APH
$206B
$419K 0.03%
6,387
– –
PEG icon
131
Public Service Enterprise Group
PEG
$37.5B
$415K 0.03%
5,043
-140
-3% -$11.7K
MELI icon
132
Mercado Libre
MELI
$98.4B
$412K 0.03%
211
– –
GEV icon
133
GE Vernova
GEV
$269B
$410K 0.03%
1,342
– –
TFC icon
134
Truist Financial
TFC
$63.9B
$401K 0.03%
9,744
– –
ADI icon
135
Analog Devices
ADI
$188B
$388K 0.03%
1,925
– –
MDLZ icon
136
Mondelez International
MDLZ
$78.9B
$388K 0.03%
5,721
– –
SHW icon
137
Sherwin-Williams
SHW
$88.5B
$387K 0.03%
1,107
– –
CPRT icon
138
Copart
CPRT
$27.2B
$383K 0.03%
6,770
– –
AZO icon
139
AutoZone
AZO
$49.7B
$381K 0.03%
100
– –
MAR icon
140
Marriott International
MAR
$91.1B
$380K 0.03%
1,595
– –
PH icon
141
Parker-Hannifin
PH
$134B
$380K 0.03%
625
-94
-13% -$61.5K
MMM icon
142
3M
MMM
$94.4B
$379K 0.03%
2,580
– –
LMT icon
143
Lockheed Martin
LMT
$138B
$377K 0.03%
844
– –
TDG icon
144
TransDigm Group
TDG
$68.7B
$376K 0.03%
272
– –
APD icon
145
Air Products & Chemicals
APD
$68.9B
$375K 0.03%
1,273
– –
MU icon
146
Micron Technology
MU
$981B
$374K 0.03%
4,310
-569
-12% -$54.6K
NKE icon
147
Nike
NKE
$61.3B
$374K 0.03%
5,899
– –
EQIX icon
148
Equinix
EQIX
$102B
$373K 0.03%
457
-72
-14% -$64.7K
CL icon
149
Colgate-Palmolive
CL
$73.6B
$373K 0.03%
3,976
– –
COF icon
150
Capital One
COF
$134B
$368K 0.03%
2,052
– –
4 5
6
7 8

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Fukoku Mutual Life Insurance's Q1 2025 Portfolio in Review

As of Q1 2025, Fukoku Mutual Life Insurance held 280 positions worth $1.35B, down 2.7% from $1.39B the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Fukoku Mutual Life Insurance's Q1 2025 filing shows 14 new, 15 increased, 68 reduced and 13 closed positions. Its largest new stake was Cummins: 1,123 shares worth $352K. The largest sale was Verizon, an estimated $8.58M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 31% a quarter earlier, followed by Financials and Healthcare.

  • Fukoku Mutual Life Insurance's largest Q1 2025 buy was Cummins: 1,123 shares worth $352K.
  • Fukoku Mutual Life Insurance added most to Netflix in Q1 2025, an estimated $130K increase.
  • Fukoku Mutual Life Insurance's biggest Q1 2025 reduction was Verizon, cutting an estimated $8.58M.
  • Fukoku Mutual Life Insurance fully exited Jabil in Q1 2025, selling an estimated $474K.
  • Fukoku Mutual Life Insurance's ten largest holdings make up 38% of its $1.35B portfolio in Q1 2025.
  • Fukoku Mutual Life Insurance opened 14 new positions and closed 13 in Q1 2025.
  • Fukoku Mutual Life Insurance's portfolio value fell 2.7% quarter-over-quarter to $1.35B.

Based on Fukoku Mutual Life Insurance's 13F filing for Q1 2025, filed 1 May 2025.