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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
+2.25%
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
$1.53B
AUM Growth
+$3.78M
Cap. Flow
-$816K
Cap. Flow %
-0.05%
Top 10 Hldgs %
40.28%
Holding
257
New
11
Increased
7
Reduced
64
Closed
22

Top Buys

Rank Stock Value
1
BALI icon
iShares U.S. Large Cap Premium Income Active ETF
BALI
+$11.6M
2
MSFT icon
Microsoft
MSFT
+$11.5M
3
TSM icon
TSMC
TSM
+$10.3M
4
NVDA icon
NVIDIA
NVDA
+$4.63M
5
VLO icon
Valero Energy
VLO
+$242K

Top Sells

Rank Stock Value
1
ICF icon
iShares Select U.S. REIT ETF
ICF
+$10.4M
2
KMB icon
Kimberly-Clark
KMB
+$8.05M
3
QCOM icon
Qualcomm
QCOM
+$5.11M
4
INTU icon
Intuit
INTU
+$2.86M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.05M

Sector Composition

Rank Sector Weight
1 Technology 28.68%
2 Healthcare 11.29%
3 Financials 10.65%
4 Utilities 8.44%
5 Consumer Staples 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
1
Broadcom
AVGO
$1.85T
$195M 12.76%
630,115
-265
-0% -$87.2K
MRK icon
2
Merck
MRK
$314B
$53.8M 3.52%
447,246
– –
IDV icon
3
iShares International Select Dividend ETF
IDV
$8.45B
$52.4M 3.43%
1,232,000
– –
KO icon
4
Coca-Cola
KO
$374B
$52.4M 3.43%
689,308
– –
CSCO icon
5
Cisco
CSCO
$453B
$46.6M 3.05%
600,335
– –
JPM icon
6
JPMorgan Chase
JPM
$935B
$45.5M 2.98%
154,637
-236
-0.2% -$71.6K
NVDA icon
7
NVIDIA
NVDA
$5.01T
$45.5M 2.98%
260,684
+25,258
+11% +$4.63M
MSFT icon
8
Microsoft
MSFT
$3.63T
$42.3M 2.77%
114,356
+27,495
+32% +$11.5M
NEE icon
9
NextEra Energy
NEE
$180B
$41.6M 2.72%
448,217
– –
MO icon
10
Altria Group
MO
$114B
$40.4M 2.64%
611,865
-1,030
-0.2% -$66.3K
ABBV icon
11
AbbVie
ABBV
$435B
$37.3M 2.44%
171,442
-419
-0.2% -$92.9K
DIV icon
12
Global X SuperDividend US ETF
DIV
$783M
$35.4M 2.32%
1,873,000
– –
CVX icon
13
Chevron
CVX
$387B
$35.3M 2.31%
170,766
– –
FGD icon
14
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.56B
$33.9M 2.22%
1,063,000
– –
MCD icon
15
McDonald's
MCD
$191B
$32.6M 2.13%
104,935
-166
-0.2% -$52.9K
DUK icon
16
Duke Energy
DUK
$97B
$31.9M 2.09%
243,944
-526
-0.2% -$65.8K
EMB icon
17
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$31.9M 2.09%
340,000
– –
AEP icon
18
American Electric Power
AEP
$69.8B
$31.6M 2.07%
240,766
– –
MET icon
19
MetLife
MET
$61.8B
$31.5M 2.06%
445,386
– –
JNJ icon
20
Johnson & Johnson
JNJ
$609B
$31.3M 2.05%
127,979
– –
PFF icon
21
iShares Preferred and Income Securities ETF
PFF
$13.2B
$29M 1.9%
955,500
-21,600
-2% -$676K
PFFD icon
22
Global X US Preferred ETF
PFFD
$2.16B
$28.5M 1.87%
1,551,000
– –
IBM icon
23
IBM
IBM
$214B
$27.8M 1.82%
114,682
-154
-0.1% -$41.7K
USB icon
24
US Bancorp
USB
$98.5B
$26.5M 1.73%
509,566
– –
XOM icon
25
ExxonMobil
XOM
$643B
$24.5M 1.61%
144,560
– –
1
2 3 4 5

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Fukoku Mutual Life Insurance's Q1 2026 Portfolio in Review

As of Q1 2026, Fukoku Mutual Life Insurance held 257 positions worth $1.53B, up 0.25% from $1.52B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Fukoku Mutual Life Insurance's Q1 2026 filing shows 11 new, 7 increased, 64 reduced and 22 closed positions. Its largest new stake was iShares U.S. Large Cap Premium Income Active ETF: 366,000 shares worth $11.3M. The largest sale was iShares Select U.S. REIT ETF, an estimated $10.4M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 31% a quarter earlier, followed by Healthcare and Financials.

  • Fukoku Mutual Life Insurance's largest Q1 2026 buy was iShares U.S. Large Cap Premium Income Active ETF: 366,000 shares worth $11.3M.
  • Fukoku Mutual Life Insurance added most to Microsoft in Q1 2026, an estimated $11.5M increase.
  • Fukoku Mutual Life Insurance's biggest Q1 2026 reduction was Qualcomm, cutting an estimated $5.11M.
  • Fukoku Mutual Life Insurance fully exited iShares Select U.S. REIT ETF in Q1 2026, selling an estimated $10.4M.
  • Fukoku Mutual Life Insurance's ten largest holdings make up 40% of its $1.53B portfolio in Q1 2026.
  • Fukoku Mutual Life Insurance opened 11 new positions and closed 22 in Q1 2026.
  • Fukoku Mutual Life Insurance's portfolio value rose 0.25% quarter-over-quarter to $1.53B.

Based on Fukoku Mutual Life Insurance's 13F filing for Q1 2026, filed 28 Apr 2026.