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TLIC

Taiyo Life Insurance Company Portfolio holdings

AUM $1.09B
1-Year Est. Return 26.68%
This Fund
S&P 500
This Quarter Est. Return
+2.08%
1 Year Est. Return
+26.68%
3 Year Est. Return
+79.19%
5 Year Est. Return
+91.68%
10 Year Est. Return
–
AUM
$1.17B
AUM Growth
+$27.2M
Cap. Flow
+$3.39M
Cap. Flow %
0.29%
Top 10 Hldgs %
100%
Holding
10
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$3.39M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$904B
$264M 22.6%
385,475
– –
VOO icon
2
Vanguard S&P 500 ETF
VOO
$1.03T
$182M 15.57%
290,100
– –
SPY icon
3
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$178M 15.23%
261,000
– –
VGT icon
4
Vanguard Information Technology ETF
VGT
$148B
$160M 13.68%
1,696,000
– –
QQQ icon
5
Invesco QQQ Trust
QQQ
$479B
$113M 9.68%
184,000
– –
QQQM icon
6
Invesco NASDAQ 100 ETF
QQQM
$102B
$96.9M 8.29%
383,000
– –
SPYM
7
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
$68.6M 5.87%
855,500
– –
VTI icon
8
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$55.7M 4.76%
166,000
– –
DGRW icon
9
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$47M 4.02%
525,000
– –
XLI icon
10
State Street Industrial Select Sector SPDR ETF
XLI
$34.5B
$3.41M 0.29%
+22,000
New +$3.39M

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Taiyo Life Insurance Company's Q4 2025 Portfolio in Review

As of Q4 2025, Taiyo Life Insurance Company held 10 positions worth $1.17B, up 2.4% from $1.14B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Taiyo Life Insurance Company's Q4 2025 filing shows 1 new position. Its largest new stake was State Street Industrial Select Sector SPDR ETF: 22,000 shares worth $3.41M.

  • Taiyo Life Insurance Company's largest Q4 2025 buy was State Street Industrial Select Sector SPDR ETF: 22,000 shares worth $3.41M.
  • Taiyo Life Insurance Company's ten largest holdings make up 100% of its $1.17B portfolio in Q4 2025.
  • Taiyo Life Insurance Company opened 1 new position and closed 0 in Q4 2025.
  • Taiyo Life Insurance Company's portfolio value rose 2.4% quarter-over-quarter to $1.17B.

Based on Taiyo Life Insurance Company's 13F filing for Q4 2025, filed 30 Jan 2026.