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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
AVGO icon
1
Broadcom
AVGO
$1.85T
$259M 16.02%
785,962
-826
-0.1% -$253K
ABBV icon
2
AbbVie
ABBV
$443B
$56.4M 3.49%
243,683
-350
-0.1% -$71.3K
JPM icon
3
JPMorgan Chase
JPM
$935B
$49.4M 3.05%
156,625
+116
+0.1% +$34.5K
MSFT icon
4
Microsoft
MSFT
$3.45T
$46.6M 2.88%
89,916
-64,241
-42% -$32.8M
NVDA icon
5
NVIDIA
NVDA
$4.86T
$45.8M 2.83%
245,733
-2,394
-1% -$417K
KO icon
6
Coca-Cola
KO
$377B
$45.8M 2.83%
691,042
-1,616
-0.2% -$111K
IDV icon
7
iShares International Select Dividend ETF
IDV
$8.47B
$45M 2.78%
1,232,000
– –
CSCO icon
8
Cisco
CSCO
$457B
$41.2M 2.54%
601,610
– –
MO icon
9
Altria Group
MO
$114B
$40.4M 2.5%
612,032
– –
MRK icon
10
Merck
MRK
$322B
$37.6M 2.32%
448,059
-11,738
-3% -$967K
MET icon
11
MetLife
MET
$61.9B
$36.8M 2.27%
446,448
-580
-0.1% -$45.6K
NEE icon
12
NextEra Energy
NEE
$181B
$33.9M 2.1%
449,433
– –
MS icon
13
Morgan Stanley
MS
$331B
$33.3M 2.06%
209,554
– –
DIV icon
14
Global X SuperDividend US ETF
DIV
$784M
$33.1M 2.05%
1,873,000
– –
QCOM icon
15
Qualcomm
QCOM
$155B
$33M 2.04%
198,171
-420
-0.2% -$66.6K
IBM icon
16
IBM
IBM
$211B
$32.5M 2.01%
115,120
-190
-0.2% -$49.7K
EMB icon
17
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$32.4M 2%
340,000
– –
MCD icon
18
McDonald's
MCD
$192B
$32M 1.98%
105,384
– –
FGD icon
19
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.54B
$30.6M 1.89%
1,063,000
– –
PFF icon
20
iShares Preferred and Income Securities ETF
PFF
$13.2B
$30.2M 1.87%
955,500
+388,000
+68% +$12.2M
DUK icon
21
Duke Energy
DUK
$97.8B
$30.2M 1.86%
243,945
– –
PFFD icon
22
Global X US Preferred ETF
PFFD
$2.15B
$30.1M 1.86%
1,551,000
+632,000
+69% +$12.2M
AEP icon
23
American Electric Power
AEP
$69.6B
$27.1M 1.68%
241,226
– –
CVX icon
24
Chevron
CVX
$392B
$26.6M 1.65%
171,481
+535
+0.3% +$82.9K
USB icon
25
US Bancorp
USB
$98.2B
$24.7M 1.52%
510,415
-811
-0.2% -$38.4K
1
2 3 4 5

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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.