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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
AVGO icon
1
Broadcom
AVGO
$1.85T
$218M 14.31%
630,380
-155,582
-20% -$55.6M
JPM icon
2
JPMorgan Chase
JPM
$935B
$49.9M 3.27%
154,873
-1,752
-1% -$542K
IDV icon
3
iShares International Select Dividend ETF
IDV
$8.45B
$48.6M 3.19%
1,232,000
– –
KO icon
4
Coca-Cola
KO
$377B
$48.2M 3.16%
689,308
-1,734
-0.3% -$121K
MRK icon
5
Merck
MRK
$322B
$47.1M 3.09%
447,246
-813
-0.2% -$76.3K
CSCO icon
6
Cisco
CSCO
$457B
$46.2M 3.03%
600,335
-1,275
-0.2% -$94.6K
NVDA icon
7
NVIDIA
NVDA
$4.86T
$43.9M 2.88%
235,426
-10,307
-4% -$1.92M
MSFT icon
8
Microsoft
MSFT
$3.45T
$42M 2.76%
86,861
-3,055
-3% -$1.53M
ABBV icon
9
AbbVie
ABBV
$443B
$39.3M 2.58%
171,861
-71,822
-29% -$16.4M
NEE icon
10
NextEra Energy
NEE
$181B
$36M 2.36%
448,217
-1,216
-0.3% -$101K
MO icon
11
Altria Group
MO
$114B
$35.3M 2.32%
612,895
+863
+0.1% +$52.1K
MET icon
12
MetLife
MET
$61.9B
$35.2M 2.31%
445,386
-1,062
-0.2% -$84.1K
IBM icon
13
IBM
IBM
$211B
$34M 2.23%
114,836
-284
-0.2% -$85.1K
QCOM icon
14
Qualcomm
QCOM
$155B
$33.9M 2.22%
198,044
-127
-0.1% -$21.8K
EMB icon
15
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$32.7M 2.15%
340,000
– –
DIV icon
16
Global X SuperDividend US ETF
DIV
$780M
$32.4M 2.13%
1,873,000
– –
FGD icon
17
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.54B
$32.2M 2.11%
1,063,000
– –
MCD icon
18
McDonald's
MCD
$192B
$32.1M 2.11%
105,101
-283
-0.3% -$86.7K
PFF icon
19
iShares Preferred and Income Securities ETF
PFF
$13.3B
$30.3M 1.98%
977,100
+21,600
+2% +$673K
PFFD icon
20
Global X US Preferred ETF
PFFD
$2.15B
$29.3M 1.92%
1,551,000
– –
DUK icon
21
Duke Energy
DUK
$97.8B
$28.7M 1.88%
244,470
+525
+0.2% +$64.1K
AEP icon
22
American Electric Power
AEP
$69.6B
$27.8M 1.82%
240,766
-460
-0.2% -$54.3K
USB icon
23
US Bancorp
USB
$98.2B
$27.2M 1.78%
509,566
-849
-0.2% -$41.8K
JNJ icon
24
Johnson & Johnson
JNJ
$618B
$26.5M 1.74%
127,979
-810
-0.6% -$160K
CVX icon
25
Chevron
CVX
$392B
$26M 1.71%
170,766
-715
-0.4% -$109K
1
2 3 4 5

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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.