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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
+14.45%
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
$1.57B
AUM Growth
+$220M
Cap. Flow
+$73.7M
Cap. Flow %
4.69%
Top 10 Hldgs %
40.05%
Holding
282
New
15
Increased
29
Reduced
141
Closed
18

Top Buys

Rank Stock Value
1
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$23M
2
WMB icon
Williams Companies
WMB
+$12.3M
3
FGD icon
First Trust Dow Jones Global Select Dividend Index Fund
FGD
+$11M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$10.9M
5
NVDA icon
NVIDIA
NVDA
+$7.62M

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$6.02M
2
AAPL icon
Apple
AAPL
+$1.03M
3
MSFT icon
Microsoft
MSFT
+$893K
4
PG icon
Procter & Gamble
PG
+$479K
5
UNH icon
UnitedHealth
UNH
+$356K

Sector Composition

Rank Sector Weight
1 Technology 32.15%
2 Financials 13.14%
3 Healthcare 9.56%
4 Utilities 6.91%
5 Consumer Staples 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HCA icon
201
HCA Healthcare
HCA
$89.6B
$275K 0.02%
719
-219
-23% -$78.9K
PNR icon
202
Pentair
PNR
$10.7B
$275K 0.02%
2,680
-229
-8% -$21.4K
SE icon
203
Sea Limited
SE
$70.3B
$275K 0.02%
1,717
+123
+8% +$17.8K
NSC icon
204
Norfolk Southern
NSC
$75B
$271K 0.02%
1,059
– –
REGN icon
205
Regeneron Pharmaceuticals
REGN
$83.2B
$271K 0.02%
516
-34
-6% -$19K
VRT icon
206
Vertiv
VRT
$104B
$269K 0.02%
+2,094
New +$204K
COIN icon
207
Coinbase
COIN
$39.2B
$268K 0.02%
+766
New +$179K
PYPL icon
208
PayPal
PYPL
$50.5B
$268K 0.02%
3,609
-1,321
-27% -$90.5K
EXC icon
209
Exelon
EXC
$45.8B
$268K 0.02%
6,168
– –
MNST icon
210
Monster Beverage
MNST
$89.6B
$268K 0.02%
8,548
-1,436
-14% -$43.9K
UPS icon
211
United Parcel Service
UPS
$89.1B
$268K 0.02%
2,652
– –
AME icon
212
Ametek
AME
$58B
$267K 0.02%
1,474
– –
DOV icon
213
Dover
DOV
$28.3B
$266K 0.02%
1,454
– –
WEC icon
214
WEC Energy
WEC
$34.6B
$266K 0.02%
2,551
-315
-11% -$33.5K
XYZ
215
Block Inc
XYZ
$47.5B
$264K 0.02%
3,880
-288
-7% -$16.8K
WCN
216
Waste Connections
WCN
$41.8B
$262K 0.02%
+1,404
New +$270K
NDAQ icon
217
Nasdaq
NDAQ
$53.4B
$261K 0.02%
2,920
– –
TEAM icon
218
Atlassian
TEAM
$38.5B
$260K 0.02%
1,280
– –
CPRT icon
219
Copart
CPRT
$27.4B
$254K 0.02%
5,175
-1,595
-24% -$89.3K
CSX icon
220
CSX Corp
CSX
$92.8B
$253K 0.02%
7,757
-620
-7% -$18.7K
CTVA icon
221
Corteva
CTVA
$51B
$252K 0.02%
3,376
– –
TEL icon
222
TE Connectivity
TEL
$62B
$251K 0.02%
1,490
-136
-8% -$20.6K
FANG icon
223
Diamondback Energy
FANG
$55.7B
$250K 0.02%
1,819
– –
ALL icon
224
Allstate
ALL
$68.2B
$245K 0.02%
1,218
-422
-26% -$84.2K
EW icon
225
Edwards Lifesciences
EW
$53B
$243K 0.02%
3,112
-305
-9% -$22.7K
7 8
9
10 11

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PAIM
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ACM
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Fukoku Mutual Life Insurance's Q2 2025 Portfolio in Review

As of Q2 2025, Fukoku Mutual Life Insurance held 282 positions worth $1.57B, up 16% from $1.35B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Fukoku Mutual Life Insurance deployed $73.7M of net new capital in Q2 2025, opening 15 new positions and adding to 29 existing holdings. Its largest new stake was JPMorgan Equity Premium Income ETF: 415,000 shares worth $23.6M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 27% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Broadcom, an estimated $6.02M trimmed.

  • Fukoku Mutual Life Insurance's largest Q2 2025 buy was JPMorgan Equity Premium Income ETF: 415,000 shares worth $23.6M.
  • Fukoku Mutual Life Insurance added most to Williams Companies in Q2 2025, an estimated $12.3M increase.
  • Fukoku Mutual Life Insurance's biggest Q2 2025 reduction was Broadcom, cutting an estimated $6.02M.
  • Fukoku Mutual Life Insurance fully exited Fox Class B in Q2 2025, selling an estimated $326K.
  • Fukoku Mutual Life Insurance's ten largest holdings make up 40% of its $1.57B portfolio in Q2 2025.
  • Fukoku Mutual Life Insurance opened 15 new positions and closed 18 in Q2 2025.
  • Fukoku Mutual Life Insurance's portfolio value rose 16% quarter-over-quarter to $1.57B.

Based on Fukoku Mutual Life Insurance's 13F filing for Q2 2025, filed 12 Aug 2025.