DL
Daido Life Insurance Co — 13F Portfolio Analysis & Stock Picks (Q2 2026)
Daido Life Insurance CoCIK: 0001173460
Concentrated strategyContrarianQuality / disciplined sizing
Total reported value
$735.1M
Reporting period: 2026-06-30 · Number of holdings: 6
DAIDO LIFE INSURANCE CO disclosed 6 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $735.1M and a quarterly turnover rate of 19.4%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 19.43
- Momentum
- 0
- Sector conviction
- 0
- Diversification
- 12
- Sizing Uniformity
- 86.93
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNew buy XLY
Sold out SPYM
Add SPY
0.0% $52.5M
Trim IWB
-55.5% -$17.1M
Trim IVV
-10.7% $5.1M
Add XLK
0.0% $9.8M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 55.30% | +3.08% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 30.50% | -1.82% | -10.74% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 4.42% | +1.08% | — | |
| 4 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 3.76% | +0.19% | — | |
| 5 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 3.59% | +3.59% | NEW | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.43% | -2.72% | -55.50% |
Portfolio Performance
Performance for Q3 2026
+1.9%
Performance Last 4 Quarters
+21.3%
- Stdev
- +13.1%
- Beta
- +1.01
- Alpha
- -0.1%
- Max Drawdown
- -7.6%
- Annualized Perf
- +21.1%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +3.31
- Stutzer
- +0.46
- Treynor
- +0.2
- Sterling
- +1.34
- Calmar
- +2.8
- Information Ratio
- +0.24
- Tracking Error
- +0.6%
- Stdev Down
- +6.1%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +37.3%
- Worst 12 Months
- +7.9%
- Efficiency Ratio
- +0.66
- Sharpe
- +1.54
- Stdev Sectors
- —
- Skewness
- +0.11
- Kurtosis
- -0.14
- Upside Potential
- +4.91
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 6 | $735.1M | 19 | ||
| 2026 Q1 | 6 | $677.9M | 5 | ||
| 2025 Q4 | 6 | $710.8M | 7 | ||
| 2025 Q3 | 6 | $695.1M | 42 | ||
| 2025 Q2 | 6 | $668.4M | 0 | ||
| 2025 Q1 | 6 | $737.6M | 100 | ||
| 2024 Q4 | 6 | $815.0M | 0 | ||
| 2024 Q3 | 5 | $750.7M | 0 | ||
| 2024 Q2 | 6 | $873.9M | 0 | ||
| 2024 Q1 | 6 | $947.5M | 0 | ||
| 2023 Q4 | 6 | $886.3M | 0 | ||
| 2023 Q3 | 6 | $761.8M | 0 | ||
| 2023 Q2 | 11 | $904.1M | 0 | ||
| 2023 Q1 | 11 | $1.0B | 0 | ||
| 2022 Q4 | 12 | $1.1B | 0 | ||
| 2022 Q3 | 12 | $1.1B | 0 | ||
| 2022 Q2 | 12 | $1.2B | 0 | ||
| 2022 Q1 | 12 | $1.7B | 0 | ||
| 2021 Q4 | 12 | $1.8B | 0 | ||
| 2021 Q3 | 12 | $1.7B | 0 | ||
| 2021 Q2 | 12 | $1.7B | 100 | ||
| 2021 Q1 | 12 | $1.5B | 9 | ||
| 2020 Q4 | 12 | $1.4B | 26 | ||
| 2020 Q3 | 11 | $1.1B | 12 | ||
| 2020 Q2 | 11 | $1.0B | 28 | ||
| 2020 Q1 | 13 | $1.0B | 32 | ||
| 2019 Q4 | 12 | $1.3B | 12 | ||
| 2019 Q3 | 14 | $1.3B | 12 | ||
| 2019 Q2 | 15 | $1.4B | 24 | ||
| 2019 Q1 | 15 | $1.2B | 39 | ||
| 2018 Q4 | 13 | $1.1B | 27 | ||
| 2018 Q3 | 14 | $1.2B | 14 | ||
| 2018 Q2 | 15 | $1.3B | 36 | ||
| 2018 Q1 | 15 | $1.0B | 40 | ||
| 2017 Q4 | 7 | $881.1M | 19 | ||
| 2017 Q3 | 7 | $807.5M | 21 | ||
| 2017 Q2 | 7 | $703.8M | 18 | ||
| 2017 Q1 | 7 | $589.0M | 18 | ||
| 2016 Q4 | 7 | $502.2M | — |
Holding changes this quarter
Daido Life Insurance Co's most significant position changes for 2026-06-30: New buy: Ss Consumer Disc Select Sect (XLY); Sold out: Ste Str Spdr Pt S&p 500 ETF (SPYM); Trim: Ishares Russell 1000 ETF (IWB) — shares -55.50%; Trim: Ishares Core S&p 500 ETF (IVV) — shares -10.74%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLY | Ss Consumer Disc Select Sect | +3.6% | NEW | New buy |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +3.1% | — | Unchanged |
| 3 | XLK | Ss Technology Select Sector | +1.1% | — | Unchanged |
| 4 | OMFL | Invesco Russell 1000 Dyn M/f | +0.2% | — | Unchanged |
| 5 | IVV | Ishares Core S&p 500 ETF | -1.8% | -10.74% | Trim |
| 6 | IWB | Ishares Russell 1000 ETF | -2.7% | -55.50% | Trim |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -3.4% | EXIT | Sold out |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is Daido Life Insurance Co and what type of investor is it?
Daido Life Insurance Co is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $735.1M, spread across 6 disclosed positions.
What are Daido Life Insurance Co's largest equity positions?
Based on the latest 13F filing, Daido Life Insurance Co's top holdings by market value are:
1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $406.5M (55.3%)
2. Ishares Core S&p 500 ETF (IVV) — $224.2M (30.5%)
3. Ss Technology Select Sector (XLK) — $32.5M (4.4%)
4. Invesco Russell 1000 Dyn M/f (OMFL) — $27.6M (3.8%)
5. Ss Consumer Disc Select Sect (XLY) — $26.4M (3.6%)
What changes did Daido Life Insurance Co make in its most recent portfolio filing?
In the latest reported quarter, Daido Life Insurance Co made 4 notable position adjustments: 1 new positions were initiated, 0 existing holdings were added to, 2 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Ss Consumer Disc Select Sect (XLY); Sold out: Ste Str Spdr Pt S&p 500 ETF (SPYM); Trim: Ishares Russell 1000 ETF (IWB) — shares -55.50%; Trim: Ishares Core S&p 500 ETF (IVV) — shares -10.74%
What sectors does Daido Life Insurance Co focus on?
Sector breakdown data is not yet available for Daido Life Insurance Co. Check back after the next 13F processing cycle.
Investment Profile
Daido Life Insurance Co returned an annualized 21.1% over the trailing 36 months — underperforming the S&P 500 by 0.1 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.01 (roughly in line with the market) and a 39% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding.
Its turnover score has risen from 0 to 19 over the past 4 quarters — a shift toward more active trading.
It has trimmed its IWB position for two straight quarters, cutting it by $18.7M while still holding $17.9M.
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Developer Access
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