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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
DHR icon
126
Danaher
DHR
$146B
$432K 0.03%
2,178
-224
-9% -$44.6K
LMT icon
127
Lockheed Martin
LMT
$138B
$430K 0.03%
861
-74
-8% -$33.6K
HON icon
128
Honeywell
HON
$73.6B
$422K 0.03%
2,127
-222
-9% -$46.4K
PEG icon
129
Public Service Enterprise Group
PEG
$37.5B
$421K 0.03%
5,043
– –
COP icon
130
ConocoPhillips
COP
$151B
$417K 0.03%
4,412
-395
-8% -$37.3K
DE icon
131
Deere & Co
DE
$167B
$413K 0.03%
903
– –
CME icon
132
CME Group
CME
$93.5B
$412K 0.03%
1,526
– –
MCK icon
133
McKesson
MCK
$105B
$411K 0.03%
532
-86
-14% -$60.6K
ADI icon
134
Analog Devices
ADI
$188B
$409K 0.03%
1,665
-260
-14% -$62.5K
ADP icon
135
Automatic Data Processing
ADP
$108B
$386K 0.02%
1,315
-369
-22% -$111K
CEG icon
136
Constellation Energy
CEG
$98.6B
$384K 0.02%
1,166
-264
-18% -$85.2K
AMT icon
137
American Tower
AMT
$79.3B
$375K 0.02%
1,951
– –
O icon
138
Realty Income
O
$58.6B
$375K 0.02%
6,163
-1,576
-20% -$91.8K
ICE icon
139
Intercontinental Exchange
ICE
$84.5B
$373K 0.02%
2,212
– –
MRSH
140
Marsh
MRSH
$91.6B
$370K 0.02%
1,837
-148
-7% -$30.4K
TTWO icon
141
Take-Two Interactive
TTWO
$46.8B
$361K 0.02%
1,396
– –
KKR icon
142
KKR & Co
KKR
$99.4B
$359K 0.02%
2,766
-8,697
-76% -$1.23M
PH icon
143
Parker-Hannifin
PH
$134B
$356K 0.02%
470
-155
-25% -$114K
SNOW icon
144
Snowflake
SNOW
$116B
$355K 0.02%
1,573
-4,430
-74% -$951K
SBUX icon
145
Starbucks
SBUX
$121B
$351K 0.02%
4,147
-465
-10% -$41.6K
BMY icon
146
Bristol-Myers Squibb
BMY
$130B
$348K 0.02%
7,714
– –
HWM icon
147
Howmet Aerospace
HWM
$112B
$346K 0.02%
1,764
+256
+17% +$46.7K
SHW icon
148
Sherwin-Williams
SHW
$88.4B
$344K 0.02%
993
-114
-10% -$40.2K
MDT icon
149
Medtronic
MDT
$116B
$344K 0.02%
3,610
-1,125
-24% -$103K
CTAS icon
150
Cintas
CTAS
$82.4B
$342K 0.02%
1,665
– –
4 5
6
7 8

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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.