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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
NET icon
176
Cloudflare
NET
$109B
$300K 0.02%
1,396
-324
-19% -$66.1K
ELV icon
177
Elevance Health
ELV
$84.7B
$296K 0.02%
915
-125
-12% -$38.9K
VST icon
178
Vistra
VST
$48.6B
$295K 0.02%
1,507
– –
MCO icon
179
Moody's
MCO
$82.5B
$295K 0.02%
619
– –
URI icon
180
United Rentals
URI
$71.2B
$294K 0.02%
308
– –
CAH icon
181
Cardinal Health
CAH
$56.3B
$294K 0.02%
1,870
– –
AVB icon
182
AvalonBay Communities
AVB
$26B
$293K 0.02%
1,516
– –
EMR icon
183
Emerson Electric
EMR
$91.7B
$291K 0.02%
2,219
-323
-13% -$44K
MAR icon
184
Marriott International
MAR
$91.1B
$290K 0.02%
1,112
– –
TRV icon
185
Travelers Companies
TRV
$78.3B
$289K 0.02%
1,036
– –
MNST icon
186
Monster Beverage
MNST
$89.2B
$288K 0.02%
8,548
– –
PAYX icon
187
Paychex
PAYX
$43.1B
$285K 0.02%
2,247
– –
GD icon
188
General Dynamics
GD
$106B
$281K 0.02%
824
-156
-16% -$49.2K
HLT icon
189
Hilton Worldwide
HLT
$70.8B
$278K 0.02%
1,071
-220
-17% -$59.5K
EQR icon
190
Equity Residential
EQR
$24.4B
$278K 0.02%
4,288
– –
ETR icon
191
Entergy
ETR
$49.7B
$276K 0.02%
2,961
-1,185
-29% -$104K
CSX icon
192
CSX Corp
CSX
$92.5B
$275K 0.02%
7,757
– –
PSA icon
193
Public Storage
PSA
$60.7B
$274K 0.02%
949
– –
MMM icon
194
3M
MMM
$94.4B
$274K 0.02%
1,765
-347
-16% -$53.5K
APD icon
195
Air Products & Chemicals
APD
$68.9B
$274K 0.02%
1,004
-122
-11% -$35.3K
KMI icon
196
Kinder Morgan
KMI
$70.1B
$268K 0.02%
9,473
– –
DHI icon
197
D.R. Horton
DHI
$42.2B
$267K 0.02%
1,573
-151
-9% -$23.7K
FTNT icon
198
Fortinet
FTNT
$119B
$263K 0.02%
3,127
– –
ALL icon
199
Allstate
ALL
$66.3B
$261K 0.02%
1,218
– –
FANG icon
200
Diamondback Energy
FANG
$56.5B
$260K 0.02%
1,819
– –
6 7
8
9 10

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ESBC
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II
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CC
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PAIM
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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.