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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
+13.87%
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
$1.72B
AUM Growth
+$189M
Cap. Flow
+$48.3M
Cap. Flow %
2.81%
Top 10 Hldgs %
41.63%
Holding
275
New
40
Increased
51
Reduced
44
Closed
19

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$18.7M
2
TSM icon
TSMC
TSM
+$18.2M
3
BALI icon
iShares U.S. Large Cap Premium Income Active ETF
BALI
+$12.3M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$11.4M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.18M

Top Sells

Rank Stock Value
1
IYR icon
iShares US Real Estate ETF
IYR
+$23M
2
CVX icon
Chevron
CVX
+$15.8M
3
AVGO icon
Broadcom
AVGO
+$12.1M
4
BSX icon
Boston Scientific
BSX
+$468K
5
ANET icon
Arista Networks
ANET
+$402K

Sector Composition

Rank Sector Weight
1 Technology 34.59%
2 Financials 10.78%
3 Healthcare 10.52%
4 Utilities 7.41%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMT icon
176
American Tower
AMT
$80.8B
$283K 0.02%
1,731
– –
AJG icon
177
Arthur J. Gallagher & Co
AJG
$64.1B
$281K 0.02%
1,225
– –
TRV icon
178
Travelers Companies
TRV
$78.1B
$281K 0.02%
850
-60
-7% -$18.2K
AME icon
179
Ametek
AME
$55.4B
$280K 0.02%
1,158
– –
ETR icon
180
Entergy
ETR
$50.2B
$278K 0.02%
2,421
– –
JBL icon
181
Jabil
JBL
$33B
$277K 0.02%
+719
New +$248K
ROST icon
182
Ross Stores
ROST
$80.5B
$277K 0.02%
+1,300
New +$293K
VLO icon
183
Valero Energy
VLO
$90.1B
$275K 0.02%
1,055
-119
-10% -$29.3K
FITB
184
Fifth Third Bancorp
FITB
$51.2B
$274K 0.02%
4,860
-1,434
-23% -$72.7K
GD icon
185
General Dynamics
GD
$104B
$273K 0.02%
771
– –
TEL icon
186
TE Connectivity
TEL
$59.6B
$271K 0.02%
1,344
– –
SHW icon
187
Sherwin-Williams
SHW
$82.7B
$270K 0.02%
785
– –
EMR icon
188
Emerson Electric
EMR
$83.9B
$270K 0.02%
1,885
– –
SPOT icon
189
Spotify
SPOT
$103B
$268K 0.02%
583
– –
UPS icon
190
United Parcel Service
UPS
$88.6B
$267K 0.02%
2,484
– –
PSX icon
191
Phillips 66
PSX
$84.9B
$267K 0.02%
1,579
-20
-1% -$3.44K
ROK icon
192
Rockwell Automation
ROK
$53.4B
$267K 0.02%
+539
New +$234K
ELV icon
193
Elevance Health
ELV
$81.5B
$267K 0.02%
690
-86
-11% -$31.9K
NUE icon
194
Nucor
NUE
$58.6B
$266K 0.02%
1,192
– –
AON icon
195
Aon
AON
$76.5B
$264K 0.02%
796
– –
GM icon
196
General Motors
GM
$80.4B
$263K 0.02%
3,413
– –
MPC icon
197
Marathon Petroleum
MPC
$92.4B
$261K 0.02%
1,019
-59
-5% -$14.5K
EBAY icon
198
eBay
EBAY
$50.6B
$260K 0.02%
2,329
– –
URI icon
199
United Rentals
URI
$67.2B
$259K 0.02%
+229
New +$218K
SYK icon
200
Stryker
SYK
$125B
$259K 0.02%
824
-388
-32% -$122K
6 7
8
9 10

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PAIM
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Fukoku Mutual Life Insurance's Q2 2026 Portfolio in Review

As of Q2 2026, Fukoku Mutual Life Insurance held 275 positions worth $1.72B, up 12% from $1.53B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Fukoku Mutual Life Insurance's Q2 2026 filing shows 40 new, 51 increased, 44 reduced and 19 closed positions. Its largest new stake was State Street Technology Select Sector SPDR ETF: 29,200 shares worth $5.56M. The largest sale was iShares US Real Estate ETF, an estimated $23M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 29% a quarter earlier, followed by Financials and Healthcare.

  • Fukoku Mutual Life Insurance's largest Q2 2026 buy was State Street Technology Select Sector SPDR ETF: 29,200 shares worth $5.56M.
  • Fukoku Mutual Life Insurance added most to NVIDIA in Q2 2026, an estimated $18.7M increase.
  • Fukoku Mutual Life Insurance's biggest Q2 2026 reduction was Chevron, cutting an estimated $15.8M.
  • Fukoku Mutual Life Insurance fully exited iShares US Real Estate ETF in Q2 2026, selling an estimated $23M.
  • Fukoku Mutual Life Insurance's ten largest holdings make up 42% of its $1.72B portfolio in Q2 2026.
  • Fukoku Mutual Life Insurance opened 40 new positions and closed 19 in Q2 2026.
  • Fukoku Mutual Life Insurance's portfolio value rose 12% quarter-over-quarter to $1.72B.

Based on Fukoku Mutual Life Insurance's 13F filing for Q2 2026, filed 24 Jul 2026.