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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
CTAS icon
151
Cintas
CTAS
$81.1B
$371K 0.02%
1,665
-1,189
-42% -$256K
MDLZ icon
152
Mondelez International
MDLZ
$78.5B
$369K 0.02%
5,470
-251
-4% -$16.7K
NOC icon
153
Northrop Grumman
NOC
$82.1B
$364K 0.02%
729
+36
+5% +$17.7K
EQIX icon
154
Equinix
EQIX
$103B
$364K 0.02%
457
– –
CL icon
155
Colgate-Palmolive
CL
$74.3B
$361K 0.02%
3,976
– –
BMY icon
156
Bristol-Myers Squibb
BMY
$132B
$357K 0.02%
7,714
-2,950
-28% -$145K
INTC icon
157
Intel
INTC
$492B
$356K 0.02%
15,871
-2,944
-16% -$61K
CMG icon
158
Chipotle Mexican Grill
CMG
$40.7B
$347K 0.02%
6,186
-1,064
-15% -$54.1K
CB icon
159
Chubb
CB
$134B
$345K 0.02%
1,192
– –
ETR icon
160
Entergy
ETR
$49.3B
$345K 0.02%
4,146
-1,308
-24% -$108K
ADSK icon
161
Autodesk
ADSK
$54.1B
$344K 0.02%
1,111
-128
-10% -$36.3K
HLT icon
162
Hilton Worldwide
HLT
$70B
$344K 0.02%
1,291
-312
-19% -$74.3K
NKE icon
163
Nike
NKE
$62.5B
$341K 0.02%
4,800
-1,099
-19% -$66K
CMI icon
164
Cummins
CMI
$87.4B
$341K 0.02%
1,040
-83
-7% -$25.7K
TTWO icon
165
Take-Two Interactive
TTWO
$47.4B
$339K 0.02%
1,396
-111
-7% -$25K
EMR icon
166
Emerson Electric
EMR
$88.5B
$339K 0.02%
2,542
-584
-19% -$67K
NET icon
167
Cloudflare
NET
$111B
$337K 0.02%
+1,720
New +$250K
FTNT icon
168
Fortinet
FTNT
$120B
$331K 0.02%
3,127
+280
+10% +$28.3K
PAYX icon
169
Paychex
PAYX
$43.1B
$327K 0.02%
2,247
– –
VICI icon
170
VICI Properties
VICI
$28.7B
$326K 0.02%
9,994
– –
ZTS icon
171
Zoetis
ZTS
$30.9B
$325K 0.02%
2,084
– –
MMM icon
172
3M
MMM
$93.9B
$322K 0.02%
2,112
-468
-18% -$66.9K
AON icon
173
Aon
AON
$75.7B
$321K 0.02%
901
– –
APP icon
174
Applovin
APP
$113B
$318K 0.02%
908
+104
+13% +$33.7K
APD icon
175
Air Products & Chemicals
APD
$68.6B
$318K 0.02%
1,126
-147
-12% -$40.2K
5 6
7
8 9

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ESBC
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II
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CC
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RIA
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PAIM
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ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return

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.