FUKOKU MUTUAL LIFE INSURANCE Co
Long book
$1.53B
Q1 2026
Positions
235
Top-10 weight
40%
concentration
Last quarter
+9.6%
SPY +14.8%
Turnover
13%
of book per quarter
Strategy in plain words
auto-generated from filingsFUKOKU MUTUAL LIFE INSURANCE Co is an institutional manager, running a $1.53B US long book across 235 positions.
The portfolio is moderately concentrated (top 10 ≈ 40% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: BROADCOM INC, MERCK & CO. INC., ISHARES INTERNATIONAL SELECT, COCA-COLA CO/THE, CISCO SYSTEMS INC.
Over the last 9 quarters its long book ran on average 0.5pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.2%
Q2 2024
+8.1%
Q3 2024
+1.8%
Q4 2024
-1.1%
Q1 2025
+11.0%
Q2 2025
+7.9%
Q3 2025
+2.8%
Q4 2025
+0.9%
Q1 2026
+9.6%
Sector allocation
Technology 37%
Healthcare 14%
Utilities 12%
Financials 12%
Consumer staples 8%
Energy 5%
Consumer discretionary 4%
Communications 4%
Long book by quarter
What does FUKOKU MUTUAL own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AVGO BROADCOM INC | Technology | 630.1K | $195.0M | 12.8% | 0.0% |
| MRK MERCK & CO. INC. | Healthcare | 447.2K | $53.8M | 3.5% | Held |
| KO COCA-COLA CO/THE | Consumer staples | 689.3K | $52.4M | 3.4% | Held |
| CSCO CISCO SYSTEMS INC | Technology | 600.3K | $46.6M | 3.0% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 154.6K | $45.5M | 3.0% | -0.2% |
| NVDA NVIDIA CORP | Technology | 260.7K | $45.5M | 3.0% | +10.7% |
| MSFT MICROSOFT CORP | Technology | 114.4K | $42.3M | 2.8% | +31.7% |
| NEE NEXTERA ENERGY INC | Utilities | 448.2K | $41.6M | 2.7% | Held |
| MO ALTRIA GROUP INC | Consumer staples | 611.9K | $40.4M | 2.6% | -0.2% |
| ABBV ABBVIE INC | Healthcare | 171.4K | $37.3M | 2.4% | -0.2% |
| CVX CHEVRON CORP | Energy | 170.8K | $35.3M | 2.3% | Held |
| MCD MCDONALD'S CORP | Consumer discretionary | 104.9K | $32.6M | 2.1% | -0.2% |
| DUK DUKE ENERGY CORP | Utilities | 243.9K | $31.9M | 2.1% | -0.2% |
| AEP AMERICAN ELECTRIC POWER | Utilities | 240.8K | $31.6M | 2.1% | Held |
| MET METLIFE INC | Financials | 445.4K | $31.5M | 2.1% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 128.0K | $31.3M | 2.0% | Held |
| IBM INTL BUSINESS MACHINES CORP | Technology | 114.7K | $27.8M | 1.8% | -0.1% |
| USB US BANCORP | Financials | 509.6K | $26.5M | 1.7% | Held |
| XOM EXXON MOBIL CORP | Energy | 144.6K | $24.5M | 1.6% | Held |
| T AT&T INC | Communications | 785.3K | $22.8M | 1.5% | -0.3% |
| SO SOUTHERN CO/THE | Utilities | 229.5K | $22.2M | 1.4% | -0.2% |
| QCOM QUALCOMM INC | Technology | 163.0K | $21.0M | 1.4% | -17.7% |
| PFE PFIZER INC | Healthcare | 744.0K | $20.9M | 1.4% | Held |
| VZ VERIZON COMMUNICATIONS INC | Communications | 412.7K | $20.7M | 1.4% | Held |
| TXN TEXAS INSTRUMENTS INC | Technology | 99.2K | $19.3M | 1.3% | Held |
| V VISA INC-CLASS A SHARES | Services media | 62.3K | $18.8M | 1.2% | Held |
| GILD GILEAD SCIENCES INC | Healthcare | 133.9K | $18.7M | 1.2% | Held |
| WMB WILLIAMS COS INC | Utilities | 215.9K | $15.7M | 1.0% | -0.4% |
| CME CME GROUP INC | Financials | 46.3K | $13.7M | 0.9% | Held |
| AAPL APPLE INC | Technology | 47.8K | $12.1M | 0.8% | -2.9% |
| C CITIGROUP INC | Financials | 103.4K | $11.7M | 0.8% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 23.8K | $6.8M | 0.4% | -0.3% |
| AMZN AMAZON.COM INC | Consumer discretionary | 32.3K | $6.7M | 0.4% | -1.7% |
| META META PLATFORMS INC-CLASS A | Technology | 7.3K | $4.2M | 0.3% | -2.4% |
| TSLA TESLA INC | Industrials | 9.2K | $3.4M | 0.2% | -1.3% |
| GOOG ALPHABET INC-CL C | Technology | 11.2K | $3.2M | 0.2% | -7.2% |
| LLY ELI LILLY & CO | Healthcare | 2.9K | $2.7M | 0.2% | -9.8% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 4.2K | $2.0M | 0.1% | -3.5% |
| WMT WALMART INC | Consumer discretionary | 14.2K | $1.8M | 0.1% | Held |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.6K | $1.6M | 0.1% | Held |
| MA MASTERCARD INC - A | Services media | 3.1K | $1.6M | 0.1% | -3.5% |
| NFLX NETFLIX INC | Services media | 15.5K | $1.5M | 0.1% | Held |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 9.5K | $1.4M | 0.1% | Held |
| MU MICRON TECHNOLOGY INC | Technology | 4.0K | $1.3M | 0.1% | -23.8% |
| GS GOLDMAN SACHS GROUP INC | Financials | 1.6K | $1.3M | 0.1% | Held |
| CAT CATERPILLAR INC | Industrials | 1.8K | $1.3M | 0.1% | Held |
| HD HOME DEPOT INC | Consumer discretionary | 3.8K | $1.3M | 0.1% | Held |
| BAC BANK OF AMERICA CORP | Financials | 24.4K | $1.2M | 0.1% | Held |
| GLW CORNING INC | Industrials | 8.5K | $1.1M | 0.1% | -5.9% |
| RTX RTX CORP | Industrials | 5.3K | $1.0M | 0.1% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 28, 2026 | 235 | $1.53B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 10, 2026 | 246 | $1.52B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 261 | $1.62B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 12, 2025 | 264 | $1.57B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 1, 2025 | 267 | $1.35B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 5, 2025 | 266 | $1.39B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 6, 2024 | 275 | $1.40B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 1, 2024 | 268 | $1.30B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 10, 2024 | 274 | $1.27B | canonical | SEC ↗ |
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