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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
MCK icon
126
McKesson
MCK
$104B
$395K 0.03%
482
-50
-9% -$40.8K
LOW icon
127
Lowe's Companies
LOW
$124B
$387K 0.03%
1,604
-295
-16% -$70.8K
BMY icon
128
Bristol-Myers Squibb
BMY
$130B
$381K 0.03%
7,065
-649
-8% -$31.2K
COP icon
129
ConocoPhillips
COP
$151B
$377K 0.02%
4,026
-386
-9% -$34.9K
PEG icon
130
Public Service Enterprise Group
PEG
$37.4B
$373K 0.02%
4,647
-396
-8% -$32.3K
DE icon
131
Deere & Co
DE
$167B
$373K 0.02%
801
-102
-11% -$47.9K
CB icon
132
Chubb
CB
$134B
$372K 0.02%
1,192
– –
UNP icon
133
Union Pacific
UNP
$173B
$372K 0.02%
1,607
-278
-15% -$63.5K
PH icon
134
Parker-Hannifin
PH
$135B
$359K 0.02%
409
-61
-13% -$49.9K
TSM icon
135
TSMC
TSM
$2.19T
$356K 0.02%
+1,170
New +$343K
TFC icon
136
Truist Financial
TFC
$64B
$354K 0.02%
7,199
-85
-1% -$3.92K
LMT icon
137
Lockheed Martin
LMT
$138B
$353K 0.02%
730
-131
-15% -$62.7K
MELI icon
138
Mercado Libre
MELI
$97.2B
$348K 0.02%
173
-19
-10% -$39.9K
O icon
139
Realty Income
O
$58.7B
$347K 0.02%
6,163
– –
SPOT icon
140
Spotify
SPOT
$103B
$339K 0.02%
583
-82
-12% -$51.3K
ORLY icon
141
O'Reilly Automotive
ORLY
$75.5B
$338K 0.02%
3,711
-416
-10% -$40.6K
HON icon
142
Honeywell
HON
$74.4B
$335K 0.02%
1,715
-412
-19% -$80.6K
KKR icon
143
KKR & Co
KKR
$99.8B
$333K 0.02%
2,616
-150
-5% -$18.7K
HWM icon
144
Howmet Aerospace
HWM
$113B
$332K 0.02%
1,619
-145
-8% -$28.9K
SBUX icon
145
Starbucks
SBUX
$121B
$329K 0.02%
3,910
-237
-6% -$20K
MDT icon
146
Medtronic
MDT
$115B
$328K 0.02%
3,419
-191
-5% -$18.6K
ICE icon
147
Intercontinental Exchange
ICE
$84.5B
$323K 0.02%
1,993
-219
-10% -$34.3K
CVS icon
148
CVS Health
CVS
$119B
$322K 0.02%
4,058
+1,315
+48% +$104K
MRSH
149
Marsh
MRSH
$91.7B
$321K 0.02%
1,730
-107
-6% -$20K
HOOD icon
150
Robinhood
HOOD
$84.1B
$320K 0.02%
2,826
-439
-13% -$57.1K
4 5
6
7 8

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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.