TAIYO LIFE INSURANCE CO
Long book
$906.3M
Q1 2026
Positions
10
Top-10 weight
100%
concentration
Last quarter
+18.3%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsTAIYO LIFE INSURANCE CO is a wealth-management firm allocating client money, running a $906.3M US long book across 10 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: ISHARES CORE S&P 500 ETF, VANGUARD S&P 500 ETF, SS SPDR S&P 500 ETF TRUST-US, VANGUARD INFO TECH ETF, INVESCO QQQ TRUST SERIES 1.
Over the last 9 quarters its long book ran on average 0.4pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+5.1%
Q2 2024
+4.8%
Q3 2024
+2.7%
Q4 2024
-5.9%
Q1 2025
+13.0%
Q2 2025
+8.8%
Q3 2025
+2.3%
Q4 2025
-4.9%
Q1 2026
+18.3%
Sector allocation
No sector data
Long book by quarter
What does TAIYO LIFE own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 7, 2026 | 10 | $906.3M | confidential $K fixed canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 30, 2026 | 10 | $1.17B | confidential $K fixed canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 4, 2025 | 9 | $1.14B | confidential $K fixed canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 16, 2025 | 9 | $1.07B | confidential $K fixed canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 30, 2025 | 11 | $1.12B | confidential $K fixed canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 30, 2025 | 11 | $1.23B | $K fixed canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 5, 2024 | 13 | $1.26B | confidential $K fixed canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 1, 2024 | 13 | $1.25B | confidential $K fixed canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 26, 2024 | 13 | $1.24B | confidential $K fixed canonical | SEC ↗ |