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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
MCK icon
126
McKesson
MCK
$103B
$453K 0.03%
618
-22
-3% -$15.5K
O icon
127
Realty Income
O
$58.6B
$446K 0.03%
7,739
-287
-4% -$16.2K
AMAT icon
128
Applied Materials
AMAT
$415B
$439K 0.03%
2,398
-115
-5% -$18.2K
PH icon
129
Parker-Hannifin
PH
$134B
$437K 0.03%
625
– –
MRSH
130
Marsh
MRSH
$91B
$434K 0.03%
1,985
– –
UNP icon
131
Union Pacific
UNP
$174B
$434K 0.03%
1,885
-138
-7% -$30.6K
LMT icon
132
Lockheed Martin
LMT
$139B
$433K 0.03%
935
+91
+11% +$42.6K
COP icon
133
ConocoPhillips
COP
$148B
$431K 0.03%
4,807
– –
AMT icon
134
American Tower
AMT
$78.8B
$431K 0.03%
1,951
-599
-23% -$129K
PEG icon
135
Public Service Enterprise Group
PEG
$37.2B
$425K 0.03%
5,043
– –
SBUX icon
136
Starbucks
SBUX
$119B
$423K 0.03%
4,612
– –
CME icon
137
CME Group
CME
$94.8B
$421K 0.03%
1,526
-216
-12% -$58.7K
LRCX icon
138
Lam Research
LRCX
$383B
$418K 0.03%
4,291
-319
-7% -$25.3K
MDT icon
139
Medtronic
MDT
$114B
$413K 0.03%
4,735
– –
ICE icon
140
Intercontinental Exchange
ICE
$84.5B
$406K 0.03%
2,212
-493
-18% -$84.7K
ELV icon
141
Elevance Health
ELV
$86.2B
$405K 0.03%
1,040
-108
-9% -$43.4K
CMCSA icon
142
Comcast
CMCSA
$89.4B
$401K 0.03%
11,236
-1,223
-10% -$42.3K
PLD icon
143
Prologis
PLD
$132B
$397K 0.03%
3,777
-758
-17% -$79.5K
KLAC icon
144
KLA
KLAC
$252B
$390K 0.02%
4,350
-930
-18% -$70K
TDG icon
145
TransDigm Group
TDG
$67.6B
$389K 0.02%
256
-16
-6% -$22.5K
SHW icon
146
Sherwin-Williams
SHW
$88.1B
$380K 0.02%
1,107
– –
CI icon
147
Cigna
CI
$73.6B
$374K 0.02%
1,132
+77
+7% +$24.8K
SNPS icon
148
Synopsys
SNPS
$78.8B
$373K 0.02%
727
– –
NEM icon
149
Newmont
NEM
$124B
$373K 0.02%
6,397
– –
ORLY icon
150
O'Reilly Automotive
ORLY
$74.6B
$372K 0.02%
4,127
-838
-17% -$76.4K
4 5
6
7 8

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ESBC
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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.