Fukoku Mutual Life Insurance
TOKYO, M0files as FUKOKU MUTUAL LIFE INSURANCE Co
$1.7bn in 256 US stocks at the end of 30 June 2026. The top 10 are 41.6% of the money. It changed about 10.1% of the portfolio this quarter.
Value
$1.7bn
Stocks
256
Top 10 share
41.6%
Turnover
10.1%
What changed this quarter
New
Bought for the first time this quarter.
- Select Sector Spdr TRXLK0.3% of the fund
- J P Morgan Exchange Traded FJEPQ0.2% of the fund
- Select Sector Spdr TRXLF<0.1% of the fund
- Select Sector Spdr TRXLV<0.1% of the fund
- DatadogDDOG<0.1% of the fund
- Select Sector Spdr TRXLI<0.1% of the fund
- CrowdStrike HoldingsCRWD<0.1% of the fund
- SnowflakeSNOW<0.1% of the fund
- Select Sector Spdr TRXLB<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Seagate Technology HoldingsSTX<0.1% of the fund
- FlexFLEX<0.1% of the fund
- Bloom EnergyBE<0.1% of the fund
- TeradyneTER<0.1% of the fund
- Space Exploration TechnologiesSPCX<0.1% of the fund
- Select Sector Spdr TRXLE<0.1% of the fund
- Rocket LabRKLB<0.1% of the fund
- Hewlett Packard EnterpriseHPE<0.1% of the fund
- Robinhood MarketsHOOD<0.1% of the fund
- JabilJBL<0.1% of the fund
- Ross StoresROST<0.1% of the fund
- Rockwell AutomationROK<0.1% of the fund
- United RentalsURI<0.1% of the fund
- WatersWAT<0.1% of the fund
- BlockXYZ<0.1% of the fund
Added
Bought more of a stock they already held.
- NvidiaNVDA4.1% of the fund+35%
- JPMorgan ChaseJPM3.0% of the fund+3%
- MicrosoftMSFT2.5% of the fund+2%
- Taiwan Semiconductor ManufacturingTSM2.1% of the fund+144%
- J P Morgan Exchange Traded FJEPI2.0% of the fund+49%
- Blackrock ETF TrustBALI1.5% of the fund+101%
- Williams CompaniesWMB1.0% of the fund+3%
- CitigroupC0.9% of the fund+6%
- AppleAAPL0.9% of the fund+7%
- AlphabetGOOGL0.8% of the fund+60%
- Amazon.comAMZN0.5% of the fund+10%
- Micron TechnologyMU0.4% of the fund+42%
- EatonETN0.3% of the fund+787%
- Meta PlatformsMETA0.3% of the fund+9%
- TeslaTSLA0.2% of the fund+10%
- Eli LillyLLY0.2% of the fund+17%
- Advanced Micro DevicesAMD0.2% of the fund+33%
- CaterpillarCAT0.1% of the fund+33%
- Goldman Sachs GroupGS0.1% of the fund+45%
- Applied MaterialsAMAT0.1% of the fund+36%
- WalmartWMT0.1% of the fund+18%
- Costco WholesaleCOST0.1% of the fund+23%
- Lam ResearchLRCX0.1% of the fund+10%
- GE VernovaGEV<0.1% of the fund+37%
- Quanta ServicesPWR<0.1% of the fund+15%
Cut
Sold some of their stake.
- BroadcomAVGO13.2% of the fund-5%
- ChevronCVX0.8% of the fund-50%
- AlphabetGOOG0.2% of the fund-3%
- Berkshire HathawayBRK-B0.1% of the fund-5%
- IntelINTC0.1% of the fund-4%
- MastercardMA<0.1% of the fund-6%
- Bank of AmericaBAC<0.1% of the fund-4%
- Home DepotHD<0.1% of the fund-23%
- RTXRTX<0.1% of the fund-8%
- Wells Fargo & CompanyWFC<0.1% of the fund-9%
- Arista NetworksANET<0.1% of the fund-43%
- Walt DisneyDIS<0.1% of the fund-6%
- NewmontNEM<0.1% of the fund-3%
- Charles SchwabSCHW<0.1% of the fund-2%
- Booking HoldingsBKNG<0.1% of the fund-26%
- Waste ManagementWM<0.1% of the fund-16%
- Public Service Enterprise GroupPEG<0.1% of the fund-6%
- FortinetFTNT<0.1% of the fund-20%
- Royal Caribbean CruisesRCL<0.1% of the fund-3%
- Howmet AerospaceHWM<0.1% of the fund-19%
- Travelers CompaniesTRV<0.1% of the fund-7%
- Valero EnergyVLO<0.1% of the fund-10%
- Fifth Third BancorpFITB<0.1% of the fund-23%
- Elevance HealthELV<0.1% of the fund-11%
- Marathon PetroleumMPC<0.1% of the fund-5%
Sold out
Sold their entire stake.
- Ishares TRIYR-100%
- Boston ScientificBSX-100%
- Honeywell InternationalHON-100%
- IntuitINTU-100%
- MedtronicMDT-100%
- Vici PropertiesVICI-100%
- EOG ResourcesEOG-100%
- HCA HealthcareHCA-100%
- FoxFOX-100%
- Cboe Global MktsCBOE-100%
- ComcastCMCSA-100%
- NikeNKE-100%
- DOWDOW-100%
- Occidental PetroleumOXY-100%
- ZoetisZTS-100%
- Northern TrustNTRS-100%
- SLB LimitedSLB-100%
- AutodeskADSK-100%
- Vivmark ResidentialVMRK-100%
- Avalonbay CommunitiesAVB-100%
Holdings
- Ishares TRIDV
- Share
- 3.0%
- Value
- $51m
- Shares
- 1,232,000
Held
- Global X FDSDIV
- Share
- 2.1%
- Value
- $36m
- Shares
- 1,873,000
Held
- J P Morgan Exchange Traded FJEPI
- Share
- 2.0%
- Value
- $35m
- Shares
- 617,000
+49%
- First TR Exchange-Traded FDFGD
- Share
- 2.0%
- Value
- $34m
- Shares
- 1,063,000
Held
- Ishares TREMB
- Share
- 1.9%
- Value
- $33m
- Shares
- 340,000
Held
- Ishares TRPFF
- Share
- 1.7%
- Value
- $29m
- Shares
- 955,500
Held
- Global X FDSPFFD
- Share
- 1.7%
- Value
- $29m
- Shares
- 1,551,000
Held
- Blackrock ETF TrustBALI
- Share
- 1.5%
- Value
- $25m
- Shares
- 737,000
+101%
- First TR Exch Traded FD IIIFPEI
- Share
- 1.4%
- Value
- $24m
- Shares
- 1,259,000
Held
- Ishares TRMUB
- Share
- 1.0%
- Value
- $16m
- Shares
- 153,000
Held
- Global X FDSXYLD
- Share
- 0.4%
- Value
- $7m
- Shares
- 178,000
Held
- Select Sector Spdr TRXLK
- Share
- 0.3%
- Value
- $6m
- Shares
- 29,200
New
- J P Morgan Exchange Traded FJEPQ
- Share
- 0.2%
- Value
- $4m
- Shares
- 60,000
New
- ARM HoldingsARM
- Share
- 0.2%
- Value
- $4m
- Shares
- 10,000
Held
- Select Sector Spdr TRXLF
- Share
- <0.1%
- Value
- $2m
- Shares
- 31,500
New
- Select Sector Spdr TRXLV
- Share
- <0.1%
- Value
- $1m
- Shares
- 6,700
New
- Select Sector Spdr TRXLI
- Share
- <0.1%
- Value
- $740,920
- Shares
- 4,000
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| BroadcomAVGO | 13.2% | $227m | 599,883 | -5% |
| Cisco SystemsCSCO | 4.1% | $71m | 600,335 | Held |
| NvidiaNVDA | 4.1% | $70m | 351,526 | +35% |
| MerckMRK | 3.3% | $57m | 447,246 | Held |
| Coca-ColaKO | 3.3% | $56m | 690,975 | Held |
| JPMorgan ChaseJPM | 3.0% | $52m | 158,696 | +3% |
| Ishares TRIDV | 3.0% | $51m | 1,232,000 | Held |
| Altria GroupMO | 2.6% | $44m | 615,521 | Held |
| MicrosoftMSFT | 2.5% | $44m | 116,648 | +2% |
| AbbVieABBV | 2.5% | $43m | 171,442 | Held |
| NextEra EnergyNEE | 2.3% | $40m | 450,469 | Held |
| MetLifeMET | 2.2% | $38m | 444,935 | Held |
| Taiwan Semiconductor ManufacturingTSM | 2.1% | $36m | 75,769 | +144% |
| Global X FDSDIV | 2.1% | $36m | 1,873,000 | Held |
| J P Morgan Exchange Traded FJEPI | 2.0% | $35m | 617,000 | +49% |
| First TR Exchange-Traded FDFGD | 2.0% | $34m | 1,063,000 | Held |
| American Electric PowerAEP | 1.9% | $33m | 240,766 | Held |
| Johnson & JohnsonJNJ | 1.9% | $33m | 129,663 | Held |
| Ishares TREMB | 1.9% | $33m | 340,000 | Held |
| International Business MachinesIBM | 1.9% | $32m | 114,682 | Held |
| Duke EnergyDUK | 1.8% | $31m | 244,404 | Held |
| US BancorpUSB | 1.8% | $31m | 509,566 | Held |
| QualcommQCOM | 1.8% | $30m | 163,044 | Held |
| Texas InstrumentsTXN | 1.7% | $30m | 99,165 | Held |
| Ishares TRPFF | 1.7% | $29m | 955,500 | Held |
| Global X FDSPFFD | 1.7% | $29m | 1,551,000 | Held |
| McDonald'sMCD | 1.6% | $28m | 104,670 | Held |
| Blackrock ETF TrustBALI | 1.5% | $25m | 737,000 | +101% |
| First TR Exch Traded FD IIIFPEI | 1.4% | $24m | 1,259,000 | Held |
| Southern CompanySO | 1.3% | $22m | 228,779 | Held |
| VisaV | 1.3% | $22m | 63,128 | Held |
| ExxonMobil HoldingsXOM | 1.2% | $20m | 145,620 | Held |
| PfizerPFE | 1.0% | $18m | 741,336 | Held |
| Verizon CommunicationsVZ | 1.0% | $17m | 412,720 | Held |
| Gilead SciencesGILD | 1.0% | $17m | 133,913 | Held |
| Williams CompaniesWMB | 1.0% | $17m | 222,012 | +3% |
| Ishares TRMUB | 1.0% | $16m | 153,000 | Held |
| AT&TT | 0.9% | $16m | 785,318 | Held |
| CitigroupC | 0.9% | $15m | 109,683 | +6% |
| AppleAAPL | 0.9% | $15m | 51,262 | +7% |
| ChevronCVX | 0.8% | $14m | 85,766 | -50% |
| AlphabetGOOGL | 0.8% | $14m | 38,196 | +60% |
| CME GroupCME | 0.6% | $10m | 46,327 | Held |
| Amazon.comAMZN | 0.5% | $8m | 35,426 | +10% |
| Global X FDSXYLD | 0.4% | $7m | 178,000 | Held |
| Micron TechnologyMU | 0.4% | $7m | 5,671 | +42% |
| Select Sector Spdr TRXLK | 0.3% | $6m | 29,200 | New |
| EatonETN | 0.3% | $5m | 11,357 | +787% |
| Meta PlatformsMETA | 0.3% | $4m | 7,911 | +9% |
| TeslaTSLA | 0.2% | $4m | 10,134 | +10% |
| Eli LillyLLY | 0.2% | $4m | 3,390 | +17% |
| AlphabetGOOG | 0.2% | $4m | 10,885 | -3% |
| Advanced Micro DevicesAMD | 0.2% | $4m | 6,590 | +33% |
| J P Morgan Exchange Traded FJEPQ | 0.2% | $4m | 60,000 | New |
| ARM HoldingsARM | 0.2% | $4m | 10,000 | Held |
| CaterpillarCAT | 0.1% | $3m | 2,410 | +33% |
| Goldman Sachs GroupGS | 0.1% | $2m | 2,289 | +45% |
| Applied MaterialsAMAT | 0.1% | $2m | 3,030 | +36% |
| CorningGLW | 0.1% | $2m | 8,356 | Held |
| Berkshire HathawayBRK-B | 0.1% | $2m | 3,987 | -5% |
| IntelINTC | 0.1% | $2m | 13,589 | -4% |
| WalmartWMT | 0.1% | $2m | 16,715 | +18% |
| Costco WholesaleCOST | 0.1% | $2m | 1,993 | +23% |
| Lam ResearchLRCX | 0.1% | $2m | 3,974 | +10% |
| Select Sector Spdr TRXLF | <0.1% | $2m | 31,500 | New |
| MastercardMA | <0.1% | $2m | 2,947 | -6% |
| GE VernovaGEV | <0.1% | $1m | 1,251 | +37% |
| Quanta ServicesPWR | <0.1% | $1m | 1,975 | +15% |
| Marvell TechnologyMRVL | <0.1% | $1m | 4,563 | +35% |
| Bank of AmericaBAC | <0.1% | $1m | 23,519 | -4% |
| LindeLIN | <0.1% | $1m | 2,575 | +69% |
| Palantir TechnologiesPLTR | <0.1% | $1m | 11,164 | +18% |
| General ElectricGE | <0.1% | $1m | 3,123 | Held |
| UnitedHealth GroupUNH | <0.1% | $1m | 2,774 | Held |
| KLAKLAC | <0.1% | $1m | 3,800 | Held |
| Procter & GamblePG | <0.1% | $1m | 7,790 | +16% |
| NetflixNFLX | <0.1% | $1m | 15,471 | Held |
| Palo Alto NetworksPANW | <0.1% | $1m | 3,229 | Held |
| Select Sector Spdr TRXLV | <0.1% | $1m | 6,700 | New |
| Home DepotHD | <0.1% | $1m | 2,934 | -23% |
| RTXRTX | <0.1% | $924,744 | 4,874 | -8% |
| Cadence Design SystemsCDNS | <0.1% | $877,873 | 2,339 | +30% |
| Vertex PharmaceuticalsVRTX | <0.1% | $870,768 | 1,753 | +25% |
| Bank of New York MellonBNY | <0.1% | $861,008 | 5,954 | +26% |
| Philip Morris InternationalPM | <0.1% | $838,699 | 4,636 | Held |
| OracleORCL | <0.1% | $768,655 | 5,245 | Held |
| TJX CompaniesTJX | <0.1% | $760,530 | 5,020 | Held |
| AmphenolAPH | <0.1% | $758,176 | 4,300 | Held |
| Intuitive SurgicalISRG | <0.1% | $755,592 | 1,900 | +27% |
| DatadogDDOG | <0.1% | $748,014 | 2,873 | New |
| Select Sector Spdr TRXLI | <0.1% | $740,920 | 4,000 | New |
| BlackRockBLK | <0.1% | $706,747 | 735 | +26% |
| Wells Fargo & CompanyWFC | <0.1% | $692,110 | 8,375 | -9% |
| CumminsCMI | <0.1% | $681,116 | 955 | Held |
| Morgan StanleyMS | <0.1% | $676,662 | 3,237 | Held |
| Vertiv HoldingsVRT | <0.1% | $638,502 | 1,907 | +39% |
| CrowdStrike HoldingsCRWD | <0.1% | $615,854 | 807 | New |
| EquinixEQIX | <0.1% | $607,713 | 583 | +75% |
| Trane TechnologiesTT | <0.1% | $600,689 | 1,223 | Held |
| Thermo Fisher ScientificTMO | <0.1% | $600,629 | 1,198 | Held |
Showing the largest 100 of 256.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 9.3% since 30 June 2025.
Where the money is
Technology34.6%
Financial services10.8%
Health care10.5%
Utilities7.4%
Everyday goods6.3%
Media & telecom3.4%
Energy3.0%
Retail & consumer2.8%
Industrials1.4%
Materials0.2%
Real estate0.2%
Other19.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.