TL
Taiyo Life Insurance Co 13F Holdings & Position Changes (Q3 2026)
Taiyo Life Insurance CoCIK: 0001254890
Quality / disciplined sizingLong-term holder
Total reported value
$1.1B
Reporting period: 2026-09-30 · Number of holdings: 11
TAIYO LIFE INSURANCE CO disclosed 11 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $1.1B and a quarterly turnover rate of 2.3%.
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Personality snowflake
- Concentration
- 54.53
- Portfolio Stability
- 2.25
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 22
- Sizing Uniformity
- 92.59
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.govAdd VGT
0.0% $8.3M
Trim QQQ
0.0% $506.0K
Trim QQQM
0.0% $439.0K
Trim VTI
0.0% $697.0K
Trim XLI
0.0% -$401.0K
Trim VOO
0.0% $3.6M
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 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 21.60% | +0.01% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.99% | -0.02% | — | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 15.19% | +0.42% | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 13.02% | -0.01% | — | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.92% | -0.17% | — | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 7.16% | -0.12% | — | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.87% | — | — | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.56% | -0.05% | — | |
| 9 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 3.39% | -0.02% | — | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 0.96% | — | — | |
| 11 | XLI | Ss Industrial Select Sector | ETF-Other | 0.33% | -0.04% | — |
Portfolio Performance
Performance for Q4 2026
+2.5%
Performance Last 4 Quarters
+13.2%
- Stdev
- +13.1%
- Beta
- +1.06
- Alpha
- -1.2%
- Max Drawdown
- -7.7%
- Annualized Perf
- +23.9%
- Batting Avg vs S&P
- +47.2%
- Sortino
- +4.04
- Stutzer
- +0.51
- Treynor
- +0.21
- Sterling
- +1.49
- Calmar
- +3.09
- Information Ratio
- +0.07
- Tracking Error
- +1.9%
- Stdev Down
- +5.5%
- Winning Months %
- +63.9%
- Losing Months %
- +36.1%
- Best 12 Months
- +36.7%
- Worst 12 Months
- +6.9%
- Efficiency Ratio
- +0.76
- Sharpe
- +1.71
- Stdev Sectors
- —
- Skewness
- +0.26
- Kurtosis
- +0.16
- Upside Potential
- +5.56
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 Q3 | 11 | $1.1B | 2 | ||
| 2026 Q2 | 11 | $1.1B | 0 | ||
| 2026 Q1 | 10 | $906.3M | 25 | ||
| 2025 Q4 | 10 | $1.2B | 2 | ||
| 2025 Q3 | 9 | $1.1B | 27 | ||
| 2025 Q2 | 9 | $1.1B | 0 | ||
| 2025 Q1 | 11 | $1.1B | 100 | ||
| 2024 Q4 | 11 | $1.2B | 0 | ||
| 2024 Q3 | 13 | $1.3B | 0 | ||
| 2024 Q2 | 13 | $1.3B | 0 | ||
| 2024 Q1 | 13 | $1.2B | 0 | ||
| 2023 Q4 | 13 | $1.3B | 0 | ||
| 2023 Q3 | 15 | $1.3B | 0 | ||
| 2023 Q2 | 14 | $1.3B | 0 | ||
| 2023 Q1 | 12 | $1.2B | 0 | ||
| 2022 Q4 | 11 | $1.1B | 0 | ||
| 2022 Q3 | 10 | $849.2M | 0 | ||
| 2022 Q2 | 9 | $757.6M | 0 | ||
| 2022 Q1 | 5 | $668.3M | 0 | ||
| 2021 Q4 | 5 | $701.7M | 0 | ||
| 2021 Q3 | 5 | $633.7M | 0 | ||
| 2021 Q2 | 5 | $633.4M | 100 | ||
| 2021 Q1 | 5 | $588.4M | 6 | ||
| 2020 Q4 | 5 | $554.9M | 11 | ||
| 2020 Q3 | 5 | $498.1M | 8 | ||
| 2020 Q2 | 5 | $458.8M | 27 | ||
| 2020 Q1 | 5 | $351.1M | 100 | ||
| 2019 Q4 | 5 | $179.8M | 7 | ||
| 2019 Q3 | 5 | $166.9M | 19 | ||
| 2019 Q2 | 5 | $196.9M | 3 | ||
| 2019 Q1 | 5 | $191.9M | 12 | ||
| 2018 Q4 | 5 | $170.1M | 15 | ||
| 2018 Q3 | 5 | $197.9M | 56 | ||
| 2018 Q2 | 6 | $216.7M | 38 | ||
| 2018 Q1 | 6 | $206.7M | 42 | ||
| 2017 Q4 | 4 | $138.1M | — |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | +0.4% | — | Unchanged |
| 2 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | — | Unchanged |
| 4 | XLK | Ss Technology Select Sector | — | — | Unchanged |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 6 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 7 | DGRW | Wisdomtree U.s. Quality Divi | 0% | — | Unchanged |
| 8 | XLI | Ss Industrial Select Sector | 0% | — | Unchanged |
| 9 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | — | Unchanged |
| 10 | QQQM | Invesco Nasdaq 100 ETF | -0.1% | — | Unchanged |
| 11 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | — | Unchanged |
Filing History
FAQ
What is Taiyo Life Insurance Co and what type of investor is it?
Taiyo 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 (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $1.1B, spread across 11 disclosed positions.
What are Taiyo Life Insurance Co's largest equity positions?
Based on the latest 13F filing, Taiyo Life Insurance Co's top holdings by market value are:
1. Ishares Core S&p 500 ETF (IVV) — $241.6M (21.6%)
2. Vanguard S&p 500 ETF (VOO) — $178.8M (16.0%)
3. Vanguard Info Tech ETF (VGT) — $169.9M (15.2%)
4. Ss Spdr S&p 500 ETF Trust-us (SPY) — $145.7M (13.0%)
5. Invesco Qqq Trust Series 1 (QQQ) — $111.0M (9.9%)
What changes did Taiyo Life Insurance Co make in its most recent portfolio filing?
No notable portfolio changes were recorded for Taiyo Life Insurance Co in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Taiyo Life Insurance Co focus on?
Sector breakdown data is not yet available for Taiyo Life Insurance Co. Check back after the next 13F processing cycle.
Investment Profile
Taiyo Life Insurance Co returned an annualized 23.9% over the trailing 36 months — underperforming the S&P 500 by 1.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.06 (roughly in line with the market) and a 47% quarterly batting average against the index.
Its portfolio is moderately concentrated and long-term-holding.
Its turnover score has fallen from 27 to 2 over the past 4 quarters — a shift toward longer holding periods.
It has added to its VGT position for two straight quarters, increasing it by $52.0M to reach $169.9M.
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Developer Access
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