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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
+2.66%
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
$1.52B
AUM Growth
-$94.6M
Cap. Flow
-$128M
Cap. Flow %
-8.39%
Top 10 Hldgs %
40.63%
Holding
274
New
13
Increased
19
Reduced
192
Closed
28

Top Buys

Rank Stock Value
1
CME icon
CME Group
CME
+$12.2M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.03M
3
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$673K
4
ISRG icon
Intuitive Surgical
ISRG
+$629K
5
DELL icon
Dell
DELL
+$492K

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$55.6M
2
MS icon
Morgan Stanley
MS
+$34M
3
ABBV icon
AbbVie
ABBV
+$16.4M
4
HD icon
Home Depot
HD
+$16M
5
NVDA icon
NVIDIA
NVDA
+$1.92M

Sector Composition

Rank Sector Weight
1 Technology 31.07%
2 Financials 11.67%
3 Healthcare 10.64%
4 Utilities 7.52%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APD icon
201
Air Products & Chemicals
APD
$68.7B
$240K 0.02%
970
-34
-3% -$8.62K
AME icon
202
Ametek
AME
$58.4B
$238K 0.02%
1,158
+51
+5% +$9.92K
MMM icon
203
3M
MMM
$94.3B
$237K 0.02%
1,482
-283
-16% -$46.3K
VRT icon
204
Vertiv
VRT
$107B
$237K 0.02%
1,464
-188
-11% -$32.6K
FE icon
205
FirstEnergy
FE
$27.2B
$237K 0.02%
5,290
– –
ABNB icon
206
Airbnb
ABNB
$112B
$232K 0.02%
1,713
-1
-0.1% -$125
ALL icon
207
Allstate
ALL
$66.6B
$230K 0.02%
1,107
-111
-9% -$22.7K
PAYX icon
208
Paychex
PAYX
$43.1B
$229K 0.02%
2,043
-204
-9% -$23.9K
ZTS icon
209
Zoetis
ZTS
$30.9B
$229K 0.02%
1,821
-263
-13% -$34.3K
CMG icon
210
Chipotle Mexican Grill
CMG
$40.7B
$229K 0.02%
6,186
– –
FTNT icon
211
Fortinet
FTNT
$119B
$228K 0.01%
2,866
-261
-8% -$21.6K
NDAQ icon
212
Nasdaq
NDAQ
$53.3B
$225K 0.01%
2,312
-608
-21% -$54.7K
AVB icon
213
AvalonBay Communities
AVB
$26.1B
$222K 0.01%
1,225
-291
-19% -$52.8K
EXC icon
214
Exelon
EXC
$46.2B
$220K 0.01%
5,043
-3
-0.1% -$137
EQR icon
215
Equity Residential
EQR
$24.6B
$220K 0.01%
3,485
-803
-19% -$49.3K
A icon
216
Agilent Technologies
A
$42.3B
$220K 0.01%
1,614
-281
-15% -$40.4K
IQV icon
217
IQVIA
IQV
$40.2B
$218K 0.01%
+966
New +$210K
URI icon
218
United Rentals
URI
$71.5B
$218K 0.01%
269
-39
-13% -$33.9K
MSI icon
219
Motorola Solutions
MSI
$76.7B
$217K 0.01%
567
-100
-15% -$40.2K
WEC icon
220
WEC Energy
WEC
$34.8B
$216K 0.01%
2,052
– –
F icon
221
Ford
F
$55.9B
$216K 0.01%
16,460
-1,895
-10% -$24.4K
EOG icon
222
EOG Resources
EOG
$75B
$215K 0.01%
+2,047
New +$220K
FOX icon
223
Fox Class B
FOX
$23.1B
$215K 0.01%
3,304
-470
-12% -$27.4K
EA
224
DELISTED
Electronic Arts
EA
$212K 0.01%
1,037
-220
-18% -$44.4K
CBOE icon
225
Cboe Global Markets
CBOE
$29.4B
$211K 0.01%
842
-154
-15% -$38.3K
7 8
9
10 11

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Fukoku Mutual Life Insurance's Q4 2025 Portfolio in Review

As of Q4 2025, Fukoku Mutual Life Insurance held 274 positions worth $1.52B, down 5.8% from $1.62B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Fukoku Mutual Life Insurance withdrew a net $128M in Q4 2025, closing 28 positions and reducing 192 holdings. Its most notable exit was Cintas, an estimated $342K position sold in full.

By sector, the portfolio is most concentrated in Technology at 31% 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 State Street SPDR S&P 500 ETF Trust worth $2.05M.

  • Fukoku Mutual Life Insurance's largest Q4 2025 buy was State Street SPDR S&P 500 ETF Trust: 3,000 shares worth $2.05M.
  • Fukoku Mutual Life Insurance added most to CME Group in Q4 2025, an estimated $12.2M increase.
  • Fukoku Mutual Life Insurance's biggest Q4 2025 reduction was Broadcom, cutting an estimated $55.6M.
  • Fukoku Mutual Life Insurance fully exited Cintas in Q4 2025, selling an estimated $342K.
  • Fukoku Mutual Life Insurance's ten largest holdings make up 41% of its $1.52B portfolio in Q4 2025.
  • Fukoku Mutual Life Insurance opened 13 new positions and closed 28 in Q4 2025.
  • Fukoku Mutual Life Insurance's portfolio value fell 5.8% quarter-over-quarter to $1.52B.

Based on Fukoku Mutual Life Insurance's 13F filing for Q4 2025, filed 10 Feb 2026.