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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
AVGO icon
1
Broadcom
AVGO
$1.87T
$136M 10.09%
814,502
-536
-0.1% -$113K
MSFT icon
2
Microsoft
MSFT
$3.62T
$58.6M 4.34%
156,214
-1,755
-1% -$716K
ABBV icon
3
AbbVie
ABBV
$433B
$51.3M 3.8%
245,057
– –
KO icon
4
Coca-Cola
KO
$374B
$49.6M 3.67%
693,010
-150
-0% -$10K
MRK icon
5
Merck
MRK
$316B
$40.5M 2.99%
450,729
+743
+0.2% +$69.4K
JPM icon
6
JPMorgan Chase
JPM
$937B
$38.6M 2.86%
157,370
-530
-0.3% -$135K
CSCO icon
7
Cisco
CSCO
$457B
$37.2M 2.75%
602,815
– –
MO icon
8
Altria Group
MO
$114B
$36.7M 2.72%
611,586
– –
MET icon
9
MetLife
MET
$62B
$35.9M 2.66%
447,028
-200
-0% -$16.6K
MCD icon
10
McDonald's
MCD
$188B
$33M 2.44%
105,644
– –
NEE icon
11
NextEra Energy
NEE
$181B
$31.9M 2.36%
450,677
-150
-0% -$10.6K
EMB icon
12
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$30.8M 2.28%
340,000
– –
QCOM icon
13
Qualcomm
QCOM
$159B
$30.5M 2.26%
198,851
– –
DUK icon
14
Duke Energy
DUK
$96.9B
$29.8M 2.2%
244,066
-90
-0% -$10.3K
CVX icon
15
Chevron
CVX
$385B
$28.7M 2.13%
171,812
– –
IBM icon
16
IBM
IBM
$213B
$28.7M 2.12%
115,310
– –
IDV icon
17
iShares International Select Dividend ETF
IDV
$8.47B
$27.9M 2.06%
898,000
– –
DIV icon
18
Global X SuperDividend US ETF
DIV
$784M
$27.8M 2.06%
1,475,000
– –
AMZN icon
19
Amazon
AMZN
$3.06T
$26.9M 1.99%
141,635
+135
+0.1% +$29.3K
AEP icon
20
American Electric Power
AEP
$69.9B
$26.4M 1.95%
241,226
– –
MS icon
21
Morgan Stanley
MS
$332B
$24.5M 1.82%
210,248
– –
IYR icon
22
iShares US Real Estate ETF
IYR
$4.67B
$23.3M 1.72%
243,000
– –
T icon
23
AT&T
T
$162B
$22.4M 1.66%
793,115
– –
V icon
24
Visa
V
$683B
$22.3M 1.65%
63,616
– –
USB icon
25
US Bancorp
USB
$99.6B
$21.6M 1.6%
511,623
– –
1
2 3 4 5

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PAIM
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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.