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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
BMY icon
126
Bristol-Myers Squibb
BMY
$130B
$369K 0.02%
6,082
-983
-14% -$57.3K
DHR icon
127
Danaher
DHR
$146B
$367K 0.02%
1,934
– –
PH icon
128
Parker-Hannifin
PH
$135B
$366K 0.02%
409
– –
COF icon
129
Capital One
COF
$135B
$360K 0.02%
1,976
-128
-6% -$26.8K
SBUX icon
130
Starbucks
SBUX
$121B
$350K 0.02%
3,910
– –
VRT icon
131
Vertiv
VRT
$107B
$345K 0.02%
1,376
-88
-6% -$19.5K
MCK icon
132
McKesson
MCK
$104B
$344K 0.02%
397
-85
-18% -$75.9K
ORLY icon
133
O'Reilly Automotive
ORLY
$75.1B
$343K 0.02%
3,711
– –
MRVL icon
134
Marvell Technology
MRVL
$188B
$335K 0.02%
3,382
– –
HWM icon
135
Howmet Aerospace
HWM
$113B
$335K 0.02%
1,452
-167
-10% -$38.9K
FANG icon
136
Diamondback Energy
FANG
$56.7B
$334K 0.02%
1,690
– –
TFC icon
137
Truist Financial
TFC
$64B
$331K 0.02%
7,199
– –
NOC icon
138
Northrop Grumman
NOC
$81.8B
$331K 0.02%
485
– –
CAH icon
139
Cardinal Health
CAH
$55.8B
$326K 0.02%
1,545
– –
EQIX icon
140
Equinix
EQIX
$103B
$326K 0.02%
333
-56
-14% -$49.8K
APP icon
141
Applovin
APP
$107B
$314K 0.02%
789
+32
+4% +$15.5K
ICE icon
142
Intercontinental Exchange
ICE
$84.6B
$313K 0.02%
1,993
– –
REGN icon
143
Regeneron Pharmaceuticals
REGN
$83.2B
$308K 0.02%
399
– –
BX icon
144
Blackstone
BX
$118B
$307K 0.02%
2,668
– –
MRSH
145
Marsh
MRSH
$91.8B
$300K 0.02%
1,730
– –
MELI icon
146
Mercado Libre
MELI
$98B
$299K 0.02%
173
– –
AMT icon
147
American Tower
AMT
$79.2B
$299K 0.02%
1,731
– –
RCL icon
148
Royal Caribbean
RCL
$81.3B
$298K 0.02%
1,084
+130
+14% +$38.7K
MDT icon
149
Medtronic
MDT
$116B
$296K 0.02%
3,419
– –
FITB
150
Fifth Third Bancorp
FITB
$52.3B
$292K 0.02%
6,294
– –
4 5
6
7 8

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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.