CIK: 0001033324
Total reported value
$1.5B
Reporting period: 2026-03-31 · Number of holdings: 235
FUKOKU MUTUAL LIFE INSURANCE Co disclosed 235 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.5B and a quarterly turnover rate of 14.0%.
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FUKOKU MUTUAL LIFE INSURANCE Co's disclosed holdings carry a Herfindahl concentration index of 0.034 — mathematically equivalent to about 29 equally-sized positions, well below its 235 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 2.65), 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.
Sector classification currently covers about 61% 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.
Trim AVGO
-0.0% -$23.1M
Trim QCOM
-17.7% -$12.9M
Add TSM
+2549.6% $10.1M
Add CVX
0.0% $9.3M
Add XOM
0.0% $7.1M
Add MRK
0.0% $6.7M
Showing top 200 holdings (of 235 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom INC | Stock-Tech | 12.76% | -1.55% | -0.04% | |
| 2 | MRK | Merck & Co. INC. | Stock-Healthcare | 3.52% | +0.43% | — | |
| 3 | IDV | Ishares International Select | ETF-Other | 3.43% | +0.24% | — | |
| 4 | KO | Coca-cola Co/the | Stock-Consumer Staples | 3.43% | +0.27% | — | |
| 5 | CSCO | Cisco Systems INC | Stock-Tech | 3.05% | — | — | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.98% | -0.29% | -0.15% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.98% | +0.10% | +10.73% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.77% | — | +31.65% | |
| 9 | NEE | Nextera Energy INC | Stock-Utilities | 2.72% | +0.36% | — | |
| 10 | MO | Altria Group INC | Stock-Consumer Staples | 2.64% | +0.32% | -0.17% | |
| 11 | ABBV | Abbvie INC | Stock-Healthcare | 2.44% | -0.14% | -0.24% | |
| 12 | DIV | Global X Superdividend Use | ETF-Other | 2.32% | +0.19% | — | |
| 13 | CVX | Chevron CORP | Stock-Energy | 2.31% | +0.60% | — | |
| 14 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 2.22% | +0.11% | — | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.13% | — | -0.16% | |
| 16 | DUK | Duke Energy CORP | Stock-Utilities | 2.09% | +0.21% | -0.22% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.09% | -0.06% | — | |
| 18 | AEP | American Electric Power | Stock-Utilities | 2.07% | +0.25% | — | |
| 19 | MET | Metlife INC | Stock-Financials | 2.06% | -0.25% | — | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.05% | +0.31% | — | |
| 21 | PFF | Ishares Preferred & Income S | ETF-Other | 1.90% | -0.08% | -2.21% | |
| 22 | PFFD | Global X US Preferred ETF | ETF-Other | 1.87% | -0.05% | — | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 1.82% | -0.41% | -0.13% | |
| 24 | USB | US Bancorp | Stock-Financials | 1.73% | -0.05% | — | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.61% | +0.47% | — | |
| 26 | FPEI | First Trust Institutional Pr | ETF-Other | 1.57% | -0.03% | — | |
| 27 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.54% | — | — | |
| 28 | IYR | Ishares US Real Estate ETF | ETF-Other | 1.50% | — | — | |
| 29 | T | At&t INC | Stock-Comm Services | 1.49% | +0.21% | -0.27% | |
| 30 | SO | Southern Co/the | Stock-Utilities | 1.45% | +0.13% | -0.24% | |
| 31 | QCOM | Qualcomm INC | Stock-Tech | 1.37% | -0.85% | -17.67% | |
| 32 | PFE | Pfizer INC | Stock-Healthcare | 1.37% | +0.15% | — | |
| 33 | VZ | Verizon Communications INC | Stock-Comm Services | 1.36% | +0.26% | — | |
| 34 | TXN | Texas Instruments INC | Stock-Tech | 1.26% | +0.13% | — | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 1.23% | -0.20% | — | |
| 36 | GILD | Gilead Sciences INC | Stock-Healthcare | 1.22% | +0.14% | — | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 1.06% | — | — | |
| 38 | WMB | Williams Cos INC | Stock-Energy | 1.03% | +0.18% | -0.36% | |
| 39 | CME | Cme Group INC | Stock-Financials | 0.90% | +0.07% | — | |
| 40 | AAPL | Apple INC | Stock-Tech | 0.79% | -0.09% | -2.91% | |
| 41 | C | Citigroup INC | Stock-Financials | 0.77% | — | — | |
| 42 | BALI | Is US Lrg Cp Pre INC Act-usd | ETF-Other | 0.74% | +0.74% | NEW | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.69% | +0.67% | +2549.57% | |
| 44 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.46% | — | — | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | -0.04% | -0.32% | |
| 46 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.44% | -0.06% | -1.71% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | -0.05% | -2.36% | |
| 48 | TSLA | Tesla INC | Stock-Consumer Disc | 0.22% | -0.05% | -1.32% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.21% | -0.04% | -7.23% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.17% | -0.06% | -9.77% |
Performance for Q3 2026
-0.6%
Performance Last 4 Quarters
+20.5%
Based on 75% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 235 | $1.5B | 14 | |
| 2025-12-31 | 246 | $1.5B | 14 | |
| 2025-09-30 | 261 | $1.6B | 27 | |
| 2025-06-30 | 264 | $1.6B | 0 | |
| 2025-03-31 | 267 | $1.4B | 100 | |
| 2024-12-31 | 266 | $1.4B | 0 | |
| 2024-09-30 | 275 | $1.4B | 0 | |
| 2024-06-30 | 268 | $1.3B | 0 | |
| 2024-03-31 | 274 | $1.3B | 0 | |
| 2023-12-31 | 281 | $1.2B | 0 | |
| 2023-09-30 | 278 | $1.1B | 0 | |
| 2023-06-30 | 269 | $1.1B | 0 | |
| 2023-03-31 | 255 | $1.1B | 0 | |
| 2022-12-31 | 272 | $1.2B | 0 | |
| 2022-09-30 | 257 | $1.1B | 0 | |
| 2022-06-30 | 317 | $1.2B | 0 | |
| 2022-03-31 | 312 | $1.3B | 0 | |
| 2021-12-31 | 316 | $1.4B | 0 | |
| 2021-09-30 | 326 | $1.3B | 0 | |
| 2021-06-30 | 324 | $1.2B | 91 | |
| 2021-03-31 | 305 | $1.0B | 10 | |
| 2020-12-31 | 305 | $969.5M | 16 | |
| 2020-09-30 | 305 | $946.0M | 15 | |
| 2020-06-30 | 302 | $884.1M | 26 | |
| 2020-03-31 | 294 | $689.4M | 29 | |
| 2019-12-31 | 314 | $915.8M | 14 | |
| 2019-09-30 | 316 | $863.5M | 11 | |
| 2019-06-30 | 312 | $818.3M | 11 | |
| 2019-03-31 | 297 | $779.8M | 15 | |
| 2018-12-31 | 301 | $719.2M | 18 | |
| 2018-09-30 | 308 | $777.8M | 14 | |
| 2018-06-30 | 305 | $703.3M | 18 | |
| 2018-03-31 | 303 | $652.3M | 9 | |
| 2017-12-31 | 297 | $662.9M | 10 | |
| 2017-09-30 | 304 | $677.6M | 22 | |
| 2017-06-30 | 308 | $678.8M | 23 | |
| 2017-03-31 | 296 | $607.3M | 8 | |
| 2016-12-31 | 302 | $595.0M | 29 | |
| 2016-09-30 | 294 | $553.7M | 15 | |
| 2016-06-30 | 295 | $511.2M | 15 | |
| 2016-03-31 | 292 | $459.1M | 45 | |
| 2015-12-31 | 340 | $589.3M | 28 | |
| 2015-09-30 | 341 | $530.0M | 65 | |
| 2015-06-30 | 343 | $632.3M | 40 | |
| 2015-03-31 | 331 | $608.2M | 31 | |
| 2014-12-31 | 334 | $567.0M | 40 | |
| 2014-09-30 | 329 | $545.1M | 43 | |
| 2014-06-30 | 344 | $529.4M | 35 | |
| 2014-03-31 | 334 | $483.1M | 37 | |
| 2013-12-31 | 339 | $496.7M | 32 | |
| 2013-09-30 | 346 | $498.3M | 28 | |
| 2013-06-30 | 339 | $422.0M | 0 |
FUKOKU MUTUAL LIFE INSURANCE Co's most significant position changes for 2026-03-31: New buy: Is US Lrg Cp Pre INC Act-usd (BALI); Sold out: Ishares Select U.s. Reit ETF (ICF); Sold out: Kimberly-clark CORP (KMB); Sold out: Ss Spdr S&p 500 ETF Trust-us (SPY); Sold out: Snowflake INC (SNOW).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | +2549.57% | Add |
| 2 | CVX | Chevron CORP | +0.6% | — | Unchanged |
| 3 | XOM | Exxon Mobil CORP | +0.5% | — | Unchanged |
| 4 | MRK | Merck & Co. INC. | +0.4% | — | Unchanged |
| 5 | NEE | Nextera Energy INC | +0.4% | — | Unchanged |
| 6 | MO | Altria Group INC | +0.3% | -0.17% | Trim |
| 7 | JNJ | Johnson & Johnson | +0.3% | — | Unchanged |
| 8 | KO | Coca-cola Co/the | +0.3% | — | Unchanged |
| 9 | VZ | Verizon Communications INC | +0.3% | — | Unchanged |
| 10 | AEP | American Electric Power | +0.3% | — | Unchanged |
| 11 | IDV | Ishares International Select | +0.2% | — | Unchanged |
| 12 | DUK | Duke Energy CORP | +0.2% | -0.22% | Trim |
| 13 | T | At&t INC | +0.2% | -0.27% | Trim |
| 14 | DIV | Global X Superdividend Use | +0.2% | — | Unchanged |
| 15 | WMB | Williams Cos INC | +0.2% | -0.36% | Trim |
| 16 | PFE | Pfizer INC | +0.2% | — | Unchanged |
| 17 | GILD | Gilead Sciences INC | +0.1% | — | Unchanged |
| 18 | SO | Southern Co/the | +0.1% | -0.24% | Trim |
| 19 | TXN | Texas Instruments INC | +0.1% | — | Unchanged |
| 20 | FGD | First Trust Dj Gl Sel Dvd | +0.1% | — | Unchanged |
| 21 | NVDA | Nvidia CORP | +0.1% | +10.73% | Add |
| 22 | CME | Cme Group INC | +0.1% | — | Unchanged |
| 23 | AXP | American Express Co | 0% | -43.88% | Trim |
| 24 | FPEI | First Trust Institutional Pr | 0% | — | Unchanged |
| 25 | GOOGL | Alphabet Inc-cl A | 0% | -0.32% | Trim |
| 26 | GOOG | Alphabet Inc-cl C | 0% | -7.23% | Trim |
| 27 | MS | Morgan Stanley | 0% | -46.02% | Trim |
| 28 | PFFD | Global X US Preferred ETF | -0.1% | — | Unchanged |
| 29 | TSLA | Tesla INC | -0.1% | -1.32% | Trim |
| 30 | META | Meta Platforms Inc-class A | -0.1% | -2.36% | Trim |
| 31 | USB | US Bancorp | -0.1% | — | Unchanged |
| 32 | ISRG | Intuitive Surgical INC | -0.1% | -48.38% | Trim |
| 33 | AMZN | Amazon.com INC | -0.1% | -1.71% | Trim |
| 34 | EMB | Ishares Jp Morgan Usd Emergi | -0.1% | — | Unchanged |
| 35 | LLY | Eli Lilly & Co | -0.1% | -9.77% | Trim |
| 36 | PFF | Ishares Preferred & Income S | -0.1% | -2.21% | Trim |
| 37 | AAPL | Apple INC | -0.1% | -2.91% | Trim |
| 38 | ABBV | Abbvie INC | -0.1% | -0.24% | Trim |
| 39 | V | Visa Inc-class A Shares | -0.2% | — | Unchanged |
| 40 | MET | Metlife INC | -0.3% | — | Unchanged |
| 41 | INTU | Intuit INC | -0.3% | -87.01% | Trim |
| 42 | JPM | Jpmorgan Chase & Co | -0.3% | -0.15% | Trim |
| 43 | IBM | Intl Business Machines CORP | -0.4% | -0.13% | Trim |
| 44 | QCOM | Qualcomm INC | -0.9% | -17.67% | Trim |
| 45 | AVGO | Broadcom INC | -1.6% | -0.04% | Trim |
| 46 | BALI | Is US Lrg Cp Pre INC Act-usd | — | NEW | New buy |
| 47 | ICF | Ishares Select U.s. Reit ETF | — | EXIT | Sold out |
| 48 | KMB | Kimberly-clark CORP | — | EXIT | Sold out |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | Sold out |
| 50 | SNOW | Snowflake INC | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-28 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-10 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-12 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-01 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-05 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-06 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-01 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-10 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-09 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-09 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-01 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-18 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-31 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-02 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-29 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-10 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-25 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-09 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-12 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-30 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-27 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-03 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-11 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-01 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-31 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-12 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-31 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-01 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-30 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-13 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-06 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-08 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-14 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-14 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-14 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-02 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-08 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-09 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-11 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-09 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-12 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-05 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-08 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-02 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-12 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-12 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-12 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-01-31 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-08 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-08 | 13F-HR | View on EDGAR |
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