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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
CVS icon
151
CVS Health
CVS
$120B
$291K 0.02%
4,058
– –
PSX icon
152
Phillips 66
PSX
$88.8B
$291K 0.02%
1,599
– –
VLO icon
153
Valero Energy
VLO
$92.9B
$290K 0.02%
+1,174
New +$242K
JCI icon
154
Johnson Controls International
JCI
$93.3B
$289K 0.02%
2,206
-363
-14% -$46.9K
CL icon
155
Colgate-Palmolive
CL
$73.7B
$289K 0.02%
3,386
– –
MDLZ icon
156
Mondelez International
MDLZ
$78.5B
$287K 0.02%
4,975
– –
PNC icon
157
PNC Financial Services
PNC
$101B
$286K 0.02%
1,376
– –
NET icon
158
Cloudflare
NET
$111B
$284K 0.02%
1,375
– –
CEG icon
159
Constellation Energy
CEG
$98.3B
$283K 0.02%
1,015
-760
-43% -$231K
SPOT icon
160
Spotify
SPOT
$102B
$283K 0.02%
583
– –
APD icon
161
Air Products & Chemicals
APD
$68.5B
$282K 0.02%
970
– –
KEYS icon
162
Keysight
KEYS
$58.4B
$281K 0.02%
996
– –
TEL icon
163
TE Connectivity
TEL
$63.3B
$281K 0.02%
1,344
– –
MNST icon
164
Monster Beverage
MNST
$89.7B
$280K 0.02%
7,726
– –
FCX icon
165
Freeport-McMoran
FCX
$95.9B
$278K 0.02%
4,733
– –
PCAR icon
166
PACCAR
PCAR
$69.6B
$274K 0.02%
2,374
– –
CSX icon
167
CSX Corp
CSX
$92.9B
$272K 0.02%
6,638
– –
ETR icon
168
Entergy
ETR
$49.7B
$272K 0.02%
2,421
-228
-9% -$22.9K
FIX icon
169
Comfort Systems
FIX
$59.7B
$272K 0.02%
197
-18
-8% -$22.9K
FE icon
170
FirstEnergy
FE
$27.1B
$268K 0.02%
5,290
– –
TRV icon
171
Travelers Companies
TRV
$78.7B
$265K 0.02%
910
– –
AJG icon
172
Arthur J. Gallagher & Co
AJG
$65.4B
$265K 0.02%
1,225
– –
GD icon
173
General Dynamics
GD
$106B
$265K 0.02%
771
– –
HLT icon
174
Hilton Worldwide
HLT
$70.5B
$264K 0.02%
868
-181
-17% -$54.9K
MPC icon
175
Marathon Petroleum
MPC
$93.5B
$263K 0.02%
+1,078
New +$218K
5 6
7
8 9

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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.