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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
MDLZ icon
151
Mondelez International
MDLZ
$78.9B
$342K 0.02%
5,470
– –
TDG icon
152
TransDigm Group
TDG
$68.7B
$337K 0.02%
256
– –
CB icon
153
Chubb
CB
$134B
$336K 0.02%
1,192
– –
TFC icon
154
Truist Financial
TFC
$63.9B
$333K 0.02%
7,284
– –
AZO icon
155
AutoZone
AZO
$49.7B
$330K 0.02%
77
– –
TEL icon
156
TE Connectivity
TEL
$63.3B
$327K 0.02%
1,490
– –
FITB
157
Fifth Third Bancorp
FITB
$52.2B
$327K 0.02%
7,338
– –
CI icon
158
Cigna
CI
$72.4B
$326K 0.02%
1,132
– –
VICI icon
159
VICI Properties
VICI
$28.6B
$326K 0.02%
9,994
– –
SNPS icon
160
Synopsys
SNPS
$78.7B
$322K 0.02%
652
-75
-10% -$42.4K
AON icon
161
Aon
AON
$75.6B
$321K 0.02%
901
– –
MRVL icon
162
Marvell Technology
MRVL
$191B
$321K 0.02%
3,820
-12,065
-76% -$888K
JCI icon
163
Johnson Controls International
JCI
$93.7B
$320K 0.02%
2,908
– –
NOC icon
164
Northrop Grumman
NOC
$81.8B
$319K 0.02%
524
-205
-28% -$116K
ADSK icon
165
Autodesk
ADSK
$53.1B
$319K 0.02%
1,005
-106
-10% -$32.3K
TDY icon
166
Teledyne Technologies
TDY
$31.6B
$318K 0.02%
543
– –
CL icon
167
Colgate-Palmolive
CL
$73.6B
$318K 0.02%
3,976
– –
NKE icon
168
Nike
NKE
$61.3B
$311K 0.02%
4,467
-333
-7% -$24.8K
PNC icon
169
PNC Financial Services
PNC
$101B
$311K 0.02%
1,548
– –
RCL icon
170
Royal Caribbean
RCL
$82.1B
$309K 0.02%
954
-49
-5% -$16.4K
SE icon
171
Sea Limited
SE
$80.5B
$307K 0.02%
1,717
– –
HCA icon
172
HCA Healthcare
HCA
$89.1B
$306K 0.02%
719
– –
EQIX icon
173
Equinix
EQIX
$102B
$305K 0.02%
390
-67
-15% -$52.4K
MSI icon
174
Motorola Solutions
MSI
$77.3B
$305K 0.02%
667
– –
ZTS icon
175
Zoetis
ZTS
$31.1B
$305K 0.02%
2,084
– –
5 6
7
8 9

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ESBC
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II
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CC
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ACM
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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.