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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
NSC icon
201
Norfolk Southern
NSC
$75.2B
$259K 0.02%
862
-197
-19% -$54.7K
IDXX icon
202
Idexx Laboratories
IDXX
$46.2B
$259K 0.02%
405
– –
COIN icon
203
Coinbase
COIN
$39.2B
$259K 0.02%
766
– –
NDAQ icon
204
Nasdaq
NDAQ
$53.1B
$258K 0.02%
2,920
– –
LEN icon
205
Lennar Class A
LEN
$21.1B
$257K 0.02%
2,036
– –
MSTR icon
206
Strategy Inc
MSTR
$37.8B
$255K 0.02%
792
+16
+2% +$5.94K
DGX icon
207
Quest Diagnostics
DGX
$26.2B
$255K 0.02%
1,339
– –
CMCSA icon
208
Comcast
CMCSA
$91B
$254K 0.02%
8,073
-3,163
-28% -$106K
EA
209
DELISTED
Electronic Arts
EA
$254K 0.02%
1,257
– –
PSX icon
210
Phillips 66
PSX
$89.5B
$253K 0.02%
1,861
– –
ALNY icon
211
Alnylam Pharmaceuticals
ALNY
$29.6B
$251K 0.02%
551
-108
-16% -$44K
VRT icon
212
Vertiv
VRT
$108B
$249K 0.02%
1,652
-442
-21% -$59K
PCAR icon
213
PACCAR
PCAR
$69.8B
$248K 0.02%
2,525
– –
WCN
214
Waste Connections
WCN
$42B
$247K 0.02%
1,404
– –
CBOE icon
215
Cboe Global Markets
CBOE
$29.5B
$244K 0.02%
996
– –
A icon
216
Agilent Technologies
A
$42.2B
$243K 0.02%
1,895
– –
GIS icon
217
General Mills
GIS
$20.2B
$243K 0.02%
4,819
+648
+16% +$32.5K
CMG icon
218
Chipotle Mexican Grill
CMG
$40.5B
$242K 0.02%
6,186
– –
FE icon
219
FirstEnergy
FE
$27.1B
$242K 0.02%
5,290
– –
PYPL icon
220
PayPal
PYPL
$50.5B
$242K 0.02%
3,609
– –
PTC icon
221
PTC
PTC
$16.3B
$241K 0.01%
+1,185
New +$242K
BDX icon
222
Becton Dickinson
BDX
$49.4B
$241K 0.01%
1,285
– –
FDX icon
223
FedEx
FDX
$76.3B
$237K 0.01%
1,006
– –
WEC icon
224
WEC Energy
WEC
$34.8B
$235K 0.01%
2,052
-499
-20% -$54.1K
CBRE icon
225
CBRE Group
CBRE
$42.7B
$235K 0.01%
1,491
– –
7 8
9
10 11

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OMC
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ESBC
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II
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CC
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RIA
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PAIM
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ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return

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.