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CIK: 0001254890
Total reported value
$1.1B
$1.1B
10 檔
82.0%
The Q4 2025 SEC filing reveals that Taiyo Life Insurance Co held a total portfolio value of $1.1B, covering 10 public equity positions.
In Q4 2025, Taiyo Life Insurance Co displayed an active expansion posture, initiating 1 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VOO, SPY) accounted for 82.0% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 22.60% | -1.15% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.57% | -0.81% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 15.23% | -0.68% | — | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 13.68% | +1.76% | — | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.68% | +0.54% | — | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 8.29% | +0.38% | — | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.87% | -0.36% | — | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.76% | -0.27% | — | |
| 9 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 4.02% | -0.37% | — | |
| 10 | XLI | Ss Industrial Select Sector | ETF-Other | 0.29% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
| 2 | QQQ | Invesco Qqq Trust Series 1 | — | — | Unchanged |
| 3 | QQQM | Invesco Nasdaq 100 ETF | — | — | Unchanged |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | — | Unchanged |
| 5 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 7 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 8 | DGRW | Wisdomtree U.s. Quality Divi | -0.1% | — | Unchanged |
| 9 | VGT | Vanguard Info Tech ETF | -0.2% | — | Unchanged |
| 10 | XLI | Ss Industrial Select Sector | — | NEW | New buy |
According to official SEC Form 13F filings, Taiyo Life Insurance Co reported a total U.S. public equity portfolio value of $1.1B across 10 disclosed positions in Q4 2025.
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Top New Position Initiated
XLI
市值: $3.4M
During Q4 2025, Taiyo Life Insurance Co's top holdings by market value included IVV (22.6%)、VOO (15.6%)、SPY (15.2%). The largest single position, IVV, represented 22.6% of total portfolio value.
In Q4 2025, Taiyo Life Insurance Co made 1 total portfolio adjustments, initiating 1 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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