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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
AVGO icon
1
Broadcom
AVGO
$1.85T
$217M 13.81%
786,788
-27,714
-3% -$6.02M
MSFT icon
2
Microsoft
MSFT
$3.45T
$76.7M 4.88%
154,157
-2,057
-1% -$893K
KO icon
3
Coca-Cola
KO
$377B
$49M 3.12%
692,658
-352
-0.1% -$25.1K
JPM icon
4
JPMorgan Chase
JPM
$935B
$45.4M 2.89%
156,509
-861
-0.5% -$220K
ABBV icon
5
AbbVie
ABBV
$443B
$45.3M 2.88%
244,033
-1,024
-0.4% -$190K
IDV icon
6
iShares International Select Dividend ETF
IDV
$8.45B
$42.5M 2.71%
1,232,000
+334,000
+37% +$10.9M
CSCO icon
7
Cisco
CSCO
$457B
$41.7M 2.66%
601,610
-1,205
-0.2% -$74.1K
NVDA icon
8
NVIDIA
NVDA
$4.86T
$39.2M 2.5%
248,127
+60,558
+32% +$7.62M
MRK icon
9
Merck
MRK
$322B
$36.4M 2.32%
459,797
+9,068
+2% +$721K
MET icon
10
MetLife
MET
$61.9B
$35.9M 2.29%
447,028
– –
MO icon
11
Altria Group
MO
$114B
$35.9M 2.28%
612,032
+446
+0.1% +$26.2K
IBM icon
12
IBM
IBM
$211B
$34M 2.16%
115,310
– –
DIV icon
13
Global X SuperDividend US ETF
DIV
$780M
$32.9M 2.1%
1,873,000
+398,000
+27% +$7.02M
QCOM icon
14
Qualcomm
QCOM
$155B
$31.6M 2.01%
198,591
-260
-0.1% -$38.3K
AMZN icon
15
Amazon
AMZN
$2.92T
$31.6M 2.01%
143,987
+2,352
+2% +$465K
EMB icon
16
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$31.5M 2%
340,000
– –
NEE icon
17
NextEra Energy
NEE
$181B
$31.2M 1.99%
449,433
-1,244
-0.3% -$86.4K
MCD icon
18
McDonald's
MCD
$192B
$30.8M 1.96%
105,384
-260
-0.2% -$80.2K
MS icon
19
Morgan Stanley
MS
$331B
$29.5M 1.88%
209,554
-694
-0.3% -$85.2K
FGD icon
20
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.54B
$29.3M 1.86%
1,063,000
+431,000
+68% +$11M
DUK icon
21
Duke Energy
DUK
$97.8B
$28.8M 1.83%
243,945
-121
-0% -$14.3K
AEP icon
22
American Electric Power
AEP
$69.6B
$25M 1.59%
241,226
– –
CVX icon
23
Chevron
CVX
$392B
$24.5M 1.56%
170,946
-866
-0.5% -$122K
JEPI icon
24
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
$23.6M 1.5%
+415,000
New +$23M
USB icon
25
US Bancorp
USB
$98.2B
$23.1M 1.47%
511,226
-397
-0.1% -$16.7K
1
2 3 4 5

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OMC
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ESBC
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II
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CC
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FDP
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RIA
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PAIM
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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.