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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
KKR icon
151
KKR & Co
KKR
$99.6B
$366K 0.03%
3,163
-3,210
-50% -$442K
HLT icon
152
Hilton Worldwide
HLT
$70.8B
$365K 0.03%
1,603
-269
-14% -$67K
AMAT icon
153
Applied Materials
AMAT
$417B
$365K 0.03%
2,513
– –
CMG icon
154
Chipotle Mexican Grill
CMG
$40.5B
$364K 0.03%
7,250
– –
TDY icon
155
Teledyne Technologies
TDY
$31.6B
$360K 0.03%
724
– –
CB icon
156
Chubb
CB
$134B
$360K 0.03%
1,192
– –
AON icon
157
Aon
AON
$75.6B
$360K 0.03%
901
– –
KLAC icon
158
KLA
KLAC
$262B
$359K 0.03%
5,280
– –
NOC icon
159
Northrop Grumman
NOC
$81.8B
$355K 0.03%
693
– –
CMI icon
160
Cummins
CMI
$87.1B
$352K 0.03%
+1,123
New +$396K
REGN icon
161
Regeneron Pharmaceuticals
REGN
$82.1B
$349K 0.03%
550
– –
CI icon
162
Cigna
CI
$72.4B
$347K 0.03%
1,055
– –
PAYX icon
163
Paychex
PAYX
$43.1B
$347K 0.03%
2,247
– –
SPOT icon
164
Spotify
SPOT
$103B
$347K 0.03%
630
+133
+27% +$74.3K
PSA icon
165
Public Storage
PSA
$60.7B
$344K 0.03%
1,149
– –
ZTS icon
166
Zoetis
ZTS
$31.1B
$343K 0.03%
2,084
– –
EMR icon
167
Emerson Electric
EMR
$91.7B
$343K 0.03%
3,126
– –
ALL icon
168
Allstate
ALL
$66.3B
$340K 0.03%
1,640
– –
LRCX icon
169
Lam Research
LRCX
$390B
$335K 0.02%
4,610
– –
HWM icon
170
Howmet Aerospace
HWM
$112B
$330K 0.02%
2,542
– –
VICI icon
171
VICI Properties
VICI
$28.6B
$326K 0.02%
9,994
– –
FOX icon
172
Fox Class B
FOX
$23.2B
$326K 0.02%
6,184
– –
AVB icon
173
AvalonBay Communities
AVB
$26B
$325K 0.02%
1,516
– –
PNC icon
174
PNC Financial Services
PNC
$101B
$325K 0.02%
1,850
– –
ADSK icon
175
Autodesk
ADSK
$53.1B
$324K 0.02%
1,239
– –
5 6
7
8 9

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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.