FM
Fukoku Mutual Life Insurance Co 13F Holdings Tracker (Q2 2026)
Fukoku Mutual Life Insurance CoCIK: 0001033324
Diversified strategyMomentum followerSector-focused
Total reported value
$1.7B
Reporting period: 2026-06-30 · Number of holdings: 256
FUKOKU MUTUAL LIFE INSURANCE CO disclosed 256 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $1.7B and a quarterly turnover rate of 22.0%.
Browse other institutions with $1B to $10B AUMBrowse other institutions starting with "F"
Personality snowflake
- Concentration
- 13.94
- Portfolio Stability
- 22.03
- Momentum
- 100
- Sector conviction
- 71.61
- Diversification
- 100
- Sizing Uniformity
- 71.8
Fukoku Mutual Life Insurance Co's disclosed holdings carry a Herfindahl concentration index of 0.035 — mathematically equivalent to about 29 equally-sized positions, well below its 256 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.82), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govSold out IYR
Trim CVX
-49.8% -$21.1M
Add TSM
+144.4% $25.7M
Add NVDA
+34.8% $24.9M
Add CSCO
0.0% $23.9M
Add BALI
+101.4% $13.7M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 256 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 13.19% | +0.44% | -4.80% | |
| 2 | CSCO | Cisco Systems Inc | Stock-Tech | 4.11% | +1.06% | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.10% | +1.12% | +34.85% | |
| 4 | MRK | Merck & Co. Inc. | Stock-Healthcare | 3.35% | -0.17% | — | |
| 5 | KO | Coca-cola Co/the | Stock-Consumer Staples | 3.27% | -0.16% | +0.24% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.02% | +0.04% | +2.62% | |
| 7 | IDV | Ishares International Select | ETF-Other | 2.97% | -0.46% | — | |
| 8 | MO | Altria Group Inc | Stock-Consumer Staples | 2.58% | -0.06% | +0.60% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.53% | -0.24% | +2.00% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.51% | +0.07% | — | |
| 11 | NEE | Nextera Energy Inc | Stock-Utilities | 2.30% | -0.42% | +0.50% | |
| 12 | MET | Metlife Inc | Stock-Financials | 2.19% | +0.13% | -0.10% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.11% | +1.42% | +144.42% | |
| 14 | DIV | Global X Superdividend Use | ETF-Other | 2.08% | -0.24% | — | |
| 15 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.03% | +0.49% | +48.67% | |
| 16 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 1.98% | -0.24% | — | |
| 17 | AEP | American Electric Power | Stock-Utilities | 1.92% | -0.15% | — | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.92% | -0.13% | +1.32% | |
| 19 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.91% | -0.18% | — | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 1.88% | +0.06% | — | |
| 21 | DUK | Duke Energy CORP | Stock-Utilities | 1.80% | -0.29% | +0.19% | |
| 22 | USB | US Bancorp | Stock-Financials | 1.79% | +0.06% | — | |
| 23 | QCOM | Qualcomm Inc | Stock-Tech | 1.75% | +0.38% | — | |
| 24 | TXN | Texas Instruments Inc | Stock-Tech | 1.72% | +0.46% | — | |
| 25 | PFF | Ishares Preferred & Income S | ETF-Other | 1.70% | -0.20% | — | |
| 26 | PFFD | Global X US Preferred ETF | ETF-Other | 1.69% | -0.18% | — | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.65% | -0.48% | -0.25% | |
| 28 | BALI | Is US Lrg Cp Pre Inc Act-usd | ETF-Other | 1.45% | +0.71% | +101.37% | |
| 29 | FPEI | First Trust Institutional Pr | ETF-Other | 1.41% | -0.16% | — | |
| 30 | SO | Southern Co/the | Stock-Utilities | 1.28% | -0.18% | -0.33% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 1.26% | +0.03% | +1.25% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 1.16% | -0.45% | +0.73% | |
| 33 | PFE | Pfizer Inc | Stock-Healthcare | 1.04% | -0.33% | -0.36% | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.02% | -0.34% | — | |
| 35 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.99% | -0.23% | — | |
| 36 | WMB | Williams Cos Inc | Stock-Energy | 0.96% | -0.07% | +2.85% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.96% | -0.10% | — | |
| 38 | T | At&t Inc | Stock-Comm Services | 0.95% | -0.54% | — | |
| 39 | C | Citigroup Inc | Stock-Financials | 0.89% | +0.12% | +6.13% | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.86% | +0.07% | +7.15% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.83% | -1.48% | -49.78% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | +0.34% | +60.49% | |
| 43 | CME | Cme Group Inc | Stock-Financials | 0.60% | -0.30% | — | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | +0.05% | +9.79% | |
| 45 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.42% | -0.04% | — | |
| 46 | MU | Micron Technology Inc | Stock-Tech | 0.38% | +0.29% | +42.27% | |
| 47 | XLK | Ss Technology Select Sector | ETF-Tech | 0.32% | +0.32% | NEW | |
| 48 | ETN | Eaton Corporation plc | Stock-Industrials | 0.28% | +0.25% | +787.27% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | -0.01% | +8.83% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | +0.03% | +10.38% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+0.1%
Performance Last 4 Quarters
+20.1%
- Stdev
- +10.6%
- Beta
- +0.75
- Alpha
- +4.5%
- Max Drawdown
- -4.2%
- Annualized Perf
- +20.7%
- Batting Avg vs S&P
- +50%
- Sortino
- +3.95
- Stutzer
- +0.54
- Treynor
- +0.26
- Sterling
- +1.53
- Calmar
- +4.93
- Information Ratio
- -0.09
- Tracking Error
- +5.4%
- Stdev Down
- +4.9%
- Winning Months %
- +75%
- Losing Months %
- +25%
- Best 12 Months
- +35.4%
- Worst 12 Months
- +11%
- Efficiency Ratio
- +0.72
- Sharpe
- +1.84
- Stdev Sectors
- +11.6%
- Skewness
- -0.1
- Kurtosis
- -0.21
- Upside Potential
- +5.54
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 256 | $1.7B | 22 | ||
| 2026 Q1 | 235 | $1.5B | 14 | ||
| 2025 Q4 | 246 | $1.5B | 14 | ||
| 2025 Q3 | 261 | $1.6B | 27 | ||
| 2025 Q2 | 264 | $1.6B | 0 | ||
| 2025 Q1 | 267 | $1.4B | 100 | ||
| 2024 Q4 | 266 | $1.4B | 0 | ||
| 2024 Q3 | 275 | $1.4B | 0 | ||
| 2024 Q2 | 268 | $1.3B | 0 | ||
| 2024 Q1 | 274 | $1.3B | 0 | ||
| 2023 Q4 | 281 | $1.2B | 0 | ||
| 2023 Q3 | 278 | $1.1B | 0 | ||
| 2023 Q2 | 269 | $1.1B | 0 | ||
| 2023 Q1 | 255 | $1.1B | 0 | ||
| 2022 Q4 | 272 | $1.2B | 0 | ||
| 2022 Q3 | 257 | $1.1B | 0 | ||
| 2022 Q2 | 317 | $1.2B | 0 | ||
| 2022 Q1 | 312 | $1.3B | 0 | ||
| 2021 Q4 | 316 | $1.4B | 0 | ||
| 2021 Q3 | 326 | $1.3B | 0 | ||
| 2021 Q2 | 324 | $1.2B | 91 | ||
| 2021 Q1 | 305 | $1.0B | 10 | ||
| 2020 Q4 | 305 | $969.5M | 16 | ||
| 2020 Q3 | 305 | $946.0M | 15 | ||
| 2020 Q2 | 302 | $884.1M | 26 | ||
| 2020 Q1 | 294 | $689.4M | 29 | ||
| 2019 Q4 | 314 | $915.8M | 14 | ||
| 2019 Q3 | 316 | $863.5M | 11 | ||
| 2019 Q2 | 312 | $818.3M | 11 | ||
| 2019 Q1 | 297 | $779.8M | 15 | ||
| 2018 Q4 | 301 | $719.2M | 18 | ||
| 2018 Q3 | 308 | $777.8M | 14 | ||
| 2018 Q2 | 305 | $703.3M | 18 | ||
| 2018 Q1 | 303 | $652.3M | 9 | ||
| 2017 Q4 | 297 | $662.9M | 10 | ||
| 2017 Q3 | 304 | $677.6M | 22 | ||
| 2017 Q2 | 308 | $678.8M | 23 | ||
| 2017 Q1 | 296 | $607.3M | 8 | ||
| 2016 Q4 | 302 | $595.0M | 29 | ||
| 2016 Q3 | 294 | $553.7M | 15 | ||
| 2016 Q2 | 295 | $511.2M | 15 | ||
| 2016 Q1 | 292 | $459.1M | 45 | ||
| 2015 Q4 | 340 | $589.3M | 28 | ||
| 2015 Q3 | 341 | $530.0M | 65 | ||
| 2015 Q2 | 343 | $632.3M | 40 | ||
| 2015 Q1 | 331 | $608.2M | 31 | ||
| 2014 Q4 | 334 | $567.0M | 40 | ||
| 2014 Q3 | 329 | $545.1M | 43 | ||
| 2014 Q2 | 344 | $529.4M | 35 | ||
| 2014 Q1 | 334 | $483.1M | 37 | ||
| 2013 Q4 | 339 | $496.7M | 32 | ||
| 2013 Q3 | 346 | $498.3M | 28 | ||
| 2013 Q2 | 339 | $422.0M | 0 |
Holding changes this quarter
Fukoku Mutual Life Insurance Co's most significant position changes for 2026-06-30: Sold out: Ishares US Real Estate ETF (IYR); New buy: Ss Technology Select Sector (XLK); New buy: JPM Nasdaq Equity Premium (JEPQ); New buy: Ss Financial Select Sector (XLF); New buy: Ss Health Care Select Sector (XLV).
Showing top 200 changes by size (of 276 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +1.4% | +144.42% | Add |
| 2 | NVDA | Nvidia CORP | +1.1% | +34.85% | Add |
| 3 | CSCO | Cisco Systems Inc | +1.1% | — | Unchanged |
| 4 | BALI | Is US Lrg Cp Pre Inc Act-usd | +0.7% | +101.37% | Add |
| 5 | JEPI | Jpmorgan Equity Premium Inco | +0.5% | +48.67% | Add |
| 6 | TXN | Texas Instruments Inc | +0.5% | — | Unchanged |
| 7 | AVGO | Broadcom Inc | +0.4% | -4.80% | Trim |
| 8 | QCOM | Qualcomm Inc | +0.4% | — | Unchanged |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | +60.49% | Add |
| 10 | XLK | Ss Technology Select Sector | +0.3% | NEW | New buy |
| 11 | MU | Micron Technology Inc | +0.3% | +42.27% | Add |
| 12 | ETN | Eaton Corporation plc | +0.3% | +787.27% | Add |
| 13 | JEPQ | JPM Nasdaq Equity Premium | +0.2% | NEW | New buy |
| 14 | AMD | Advanced Micro Devices | +0.2% | +33.40% | Add |
| 15 | MET | Metlife Inc | +0.1% | -0.10% | Trim |
| 16 | C | Citigroup Inc | +0.1% | +6.13% | Add |
| 17 | ARM | Arm Holdings Plc-adr | +0.1% | — | Unchanged |
| 18 | XLF | Ss Financial Select Sector | +0.1% | NEW | New buy |
| 19 | AMAT | Applied Materials Inc | +0.1% | +35.75% | Add |
| 20 | ABBV | Abbvie Inc | +0.1% | — | Unchanged |
| 21 | AAPL | Apple Inc | +0.1% | +7.15% | Add |
| 22 | LLY | Eli Lilly & Co | +0.1% | +16.94% | Add |
| 23 | CAT | Caterpillar Inc | +0.1% | +33.08% | Add |
| 24 | INTC | Intel CORP | +0.1% | -3.85% | Trim |
| 25 | IBM | Intl Business Machines CORP | +0.1% | — | Unchanged |
| 26 | USB | US Bancorp | +0.1% | — | Unchanged |
| 27 | XLV | Ss Health Care Select Sector | +0.1% | NEW | New buy |
| 28 | MRVL | Marvell Technology Inc | +0.1% | +34.92% | Add |
| 29 | AMZN | Amazon.com Inc | +0.1% | +9.79% | Add |
| 30 | LRCX | Lam Research CORP | +0.1% | +10.24% | Add |
| 31 | JPM | Jpmorgan Chase & Co | 0% | +2.62% | Add |
| 32 | GLW | Corning Inc | 0% | -1.18% | Trim |
| 33 | GS | Goldman Sachs Group Inc | 0% | +44.78% | Add |
| 34 | DDOG | Datadog Inc - Class A | 0% | NEW | New buy |
| 35 | XLI | Ss Industrial Select Sector | 0% | NEW | New buy |
| 36 | GEV | GE Vernova Inc | 0% | +37.32% | Add |
| 37 | CRWD | Crowdstrike Holdings Inc - A | 0% | NEW | New buy |
| 38 | V | Visa Inc-class A Shares | 0% | +1.25% | Add |
| 39 | TSLA | Tesla Inc | 0% | +10.38% | Add |
| 40 | KLAC | Kla CORP | 0% | +900.00% | Add |
| 41 | PANW | Palo Alto Networks Inc | 0% | — | Unchanged |
| 42 | LIN | Linde plc | 0% | +68.85% | Add |
| 43 | SNOW | Snowflake Inc | 0% | NEW | New buy |
| 44 | PWR | Quanta Services Inc | 0% | +14.83% | Add |
| 45 | XLB | Ss Materials Select Sector | 0% | NEW | New buy |
| 46 | UNH | Unitedhealth Group Inc | 0% | -0.57% | Trim |
| 47 | ✓ | 0% | NEW | New buy | |
| 48 | CDNS | Cadence Design Sys Inc | 0% | +30.09% | Add |
| 49 | STX | Seagate Technology Holdings plc | 0% | NEW | New buy |
| 50 | FLEX | Flex Ltd. | 0% | NEW | New buy |
1–50 of 200
Filing History
FAQ
What is Fukoku Mutual Life Insurance Co and what type of investor is it?
Fukoku Mutual 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 $1.7B, spread across 256 disclosed positions.
What are Fukoku Mutual Life Insurance Co's largest equity positions?
Based on the latest 13F filing, Fukoku Mutual Life Insurance Co's top holdings by market value are:
1. Broadcom Inc (AVGO) — $226.6M (13.2%)
2. Cisco Systems Inc (CSCO) — $70.5M (4.1%)
3. Nvidia CORP (NVDA) — $70.3M (4.1%)
4. Merck & Co. Inc. (MRK) — $57.5M (3.4%)
5. Coca-cola Co/the (KO) — $56.2M (3.3%)
What changes did Fukoku Mutual Life Insurance Co make in its most recent portfolio filing?
In the latest reported quarter, Fukoku Mutual Life Insurance Co made 138 notable position adjustments: 41 new positions were initiated, 51 existing holdings were added to, 26 positions were partially reduced, and 20 were completely exited. The largest of these moves: Sold out: Ishares US Real Estate ETF (IYR); New buy: Ss Technology Select Sector (XLK); New buy: JPM Nasdaq Equity Premium (JEPQ); New buy: Ss Financial Select Sector (XLF); New buy: Ss Health Care Select Sector (XLV)
What sectors does Fukoku Mutual Life Insurance Co focus on?
Fukoku Mutual Life Insurance Co is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 43.0%
• Financials: 13.3%
• Health Care: 13.1%
• Utilities: 9.2%
• Consumer Staples: 7.8%
• Communication Services: 4.2%
* 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.
Investment Profile
Fukoku Mutual Life Insurance Co returned an annualized 20.7% over the trailing 36 months — outperforming the S&P 500 by 4.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.75 (less volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 43.0% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 22 over the past 4 quarters — a shift toward more active trading.
It has added to its TSM position over the past two quarters (+$35.8M, now $36.2M), while trimming CRH over the same stretch (-$414.8K, still holding $224.8K).
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Developer Access
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REST API
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