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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
HCA icon
176
HCA Healthcare
HCA
$89.1B
$324K 0.02%
938
– –
PYPL icon
177
PayPal
PYPL
$50.5B
$322K 0.02%
4,930
– –
INVH icon
178
Invitation Homes
INVH
$17.7B
$318K 0.02%
9,111
– –
GD icon
179
General Dynamics
GD
$106B
$316K 0.02%
1,160
+279
+32% +$72.5K
KMI icon
180
Kinder Morgan
KMI
$70.1B
$315K 0.02%
11,040
– –
SPG icon
181
Simon Property Group
SPG
$71.2B
$314K 0.02%
1,889
– –
WEC icon
182
WEC Energy
WEC
$34.8B
$312K 0.02%
2,866
– –
TTWO icon
183
Take-Two Interactive
TTWO
$46.8B
$312K 0.02%
1,507
– –
SNPS icon
184
Synopsys
SNPS
$78.7B
$312K 0.02%
727
– –
EBAY icon
185
eBay
EBAY
$47.2B
$310K 0.02%
4,570
– –
NEM icon
186
Newmont
NEM
$124B
$309K 0.02%
6,397
– –
YUM icon
187
Yum! Brands
YUM
$39.5B
$307K 0.02%
1,951
– –
EQR icon
188
Equity Residential
EQR
$24.4B
$307K 0.02%
4,288
– –
CARR icon
189
Carrier Global
CARR
$52.4B
$304K 0.02%
4,796
– –
JCI icon
190
Johnson Controls International
JCI
$93.7B
$304K 0.02%
3,792
– –
DOW icon
191
Dow Inc
DOW
$22.6B
$295K 0.02%
8,453
+2,197
+35% +$84.4K
BDX icon
192
Becton Dickinson
BDX
$49.4B
$294K 0.02%
1,285
– –
MNST icon
193
Monster Beverage
MNST
$89.2B
$292K 0.02%
9,984
– –
MSI icon
194
Motorola Solutions
MSI
$77.3B
$292K 0.02%
667
-127
-16% -$56.7K
UPS icon
195
United Parcel Service
UPS
$88.8B
$292K 0.02%
2,652
– –
FANG icon
196
Diamondback Energy
FANG
$56.5B
$291K 0.02%
1,819
– –
CEG icon
197
Constellation Energy
CEG
$98.6B
$288K 0.02%
1,430
– –
MCO icon
198
Moody's
MCO
$82.5B
$288K 0.02%
619
-40
-6% -$19.3K
MPC icon
199
Marathon Petroleum
MPC
$94.5B
$288K 0.02%
1,975
– –
FITB
200
Fifth Third Bancorp
FITB
$52.2B
$288K 0.02%
7,338
– –
6 7
8
9 10

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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.