Fukoku Mutual Life Insurance Co reported 237 positions worth $1.38B for the quarter ended Jun 30, 2026, up 14.3% on the prior quarter. It opened 33 new positions, added to 50, trimmed 44 and exited 17. Its largest holding is Broadcom Inc. at 16.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +44.8K | +144.4% | $21.38M | 2.61% |
| NVDA Nvidia Corp | +90.8K | +34.8% | $18.18M | 5.08% |
| GOOGL Alphabet Inc. | +14.4K | +60.5% | $5.14M | 0.986% |
| ETN Eaton Corp plc | +10.1K | +787.3% | $4.29M | 0.35% |
| MU Micron Technology Inc | +1,685 | +42.3% | $1.94M | 0.473% |
| JPM Jpmorgan Chase & Co | +4,059 | +2.6% | $1.33M | 3.75% |
| AAPL Apple Inc. | +3,421 | +7.2% | $989.90K | 1.07% |
| AMD Advanced Micro Devices Inc | +1,650 | +33.4% | $958.50K | 0.277% |
| C Citigroup Inc | +6,331 | +6.1% | $886.09K | 1.11% |
| MSFT Microsoft Corp | +2,292 | +2.0% | $854.96K | 3.14% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CVX Chevron Corp | -85.0K | -49.8% | $14.09M | 1.03% |
| AVGO Broadcom Inc. | -30.2K | -4.8% | $11.42M | 16.37% |
| BSX Boston Scientific Corp | -7,455 | -100.0% | $467.80K | Exited |
| ANET Arista Networks, Inc. | -2,560 | -43.3% | $434.89K | 0.041% |
| INTU Intuit Inc. | -896 | -100.0% | $387.41K | Exited |
| HD Home Depot, Inc. | -900 | -23.5% | $317.41K | 0.075% |
| MDT Medtronic plc | -3,419 | -100.0% | $296.26K | Exited |
| CRH Crh Public Ltd Co | -2,510 | -54.4% | $268.57K | 0.016% |
| VICI Vici Properties Inc. | -9,591 | -100.0% | $262.03K | Exited |
| EOG Eog Resources Inc | -1,721 | -100.0% | $248.81K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| DDOG Datadog, Inc. | +2,873 | $748.01K | 0.054% |
| CRWD CrowdStrike Holdings, Inc. | +3,228 | $615.85K | 0.044% |
| SNOW Snowflake Inc. | +1,804 | $459.12K | 0.033% |
| STX Seagate Technology Holdings plc | +380 | $366.70K | 0.026% |
| FLEX Flex Ltd. | +2,247 | $364.17K | 0.026% |
| BE Bloom Energy Corp | +1,096 | $331.76K | 0.024% |
| TER Teradyne, Inc | +670 | $324.17K | 0.023% |
| SPCX Space Exploration Technologies Corp | +1,860 | $317.80K | 0.023% |
| RKLB Rocket Lab Corp | +3,008 | $305.76K | 0.022% |
| HPE Hewlett Packard Enterprise Co | +6,560 | $295.92K | 0.021% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| BSX Boston Scientific Corp | -7,455 | $467.80K | 0.039% |
| INTU Intuit Inc. | -896 | $387.41K | 0.032% |
| MDT Medtronic plc | -3,419 | $296.26K | 0.024% |
| VICI Vici Properties Inc. | -9,591 | $262.03K | 0.022% |
| EOG Eog Resources Inc | -1,721 | $248.81K | 0.021% |
| HCA HCA Healthcare, Inc. | -522 | $247.03K | 0.02% |
| FOX Fox Corp | -4,604 | $244.47K | 0.02% |
| CBOE Cboe Global Markets, Inc. | -842 | $236.66K | 0.02% |
| CMCSA Comcast Corp | -8,138 | $233.64K | 0.019% |
| NKE NIKE, Inc. | -4,342 | $229.34K | 0.019% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AVGO Broadcom Inc. | Technology | 599.9K | $226.61M | 16.37% | -30.2K | -4.8% | Reduced | 0.01% |
| 2 | CSCO Cisco Systems, Inc. | Technology | 600.3K | $70.52M | 5.09% | 0 | 0.0% | Unchanged | 0.02% |
| 3 | NVDA Nvidia Corp | Technology | 351.5K | $70.34M | 5.08% | +90.8K | +34.8% | Added | 0% |
| 4 | MRK Merck & Co., Inc. | Healthcare | 447.2K | $57.47M | 4.15% | 0 | 0.0% | Unchanged | 0.02% |
| 5 | KO Coca Cola Co | Consumer Staples | 691.0K | $56.16M | 4.06% | +1,667 | +0.2% | Added | 0.02% |
| 6 | JPM Jpmorgan Chase & Co | Financial Services | 158.7K | $51.95M | 3.75% | +4,059 | +2.6% | Added | 0.01% |
| 7 | MO Altria Group, Inc. | Consumer Staples | 615.5K | $44.29M | 3.2% | +3,656 | +0.6% | Added | 0.04% |
| 8 | MSFT Microsoft Corp | Technology | 116.6K | $43.51M | 3.14% | +2,292 | +2.0% | Added | 0% |
| 9 | ABBV AbbVie Inc. | Healthcare | 171.4K | $43.14M | 3.12% | 0 | 0.0% | Unchanged | 0.01% |
| 10 | NEE Nextera Energy Inc | Utilities | 450.5K | $39.54M | 2.86% | +2,252 | +0.5% | Added | 0.02% |
| 11 | MET Metlife Inc | Financial Services | 444.9K | $37.65M | 2.72% | -451 | -0.1% | Reduced | 0.07% |
| 12 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 75.8K | $36.19M | 2.61% | +44.8K | +144.4% | Added | 0% |
| 13 | AEP American Electric Power Co Inc | Utilities | 240.8K | $32.94M | 2.38% | 0 | 0.0% | Unchanged | 0.04% |
| 14 | JNJ Johnson & Johnson | Healthcare | 129.7K | $32.93M | 2.38% | +1,684 | +1.3% | Added | 0.01% |
| 15 | IBM International Business Machines Corp | Technology | 114.7K | $32.25M | 2.33% | 0 | 0.0% | Unchanged | 0.01% |
Tip. Select a row to see that position’s full history at Fukoku Mutual Life Insurance.
As of its Q2 2026 13F filing, Fukoku Mutual Life Insurance Co’s five largest positions were Broadcom Inc. (AVGO) at 16.4%, Cisco Systems, Inc. (CSCO) at 5.1%, Nvidia Corp (NVDA) at 5.1%, Merck & Co., Inc. (MRK) at 4.2%, Coca Cola Co (KO) at 4.1% of the reported portfolio.
Fukoku Mutual Life Insurance Co reported a 13F portfolio worth $1.38B across 237 positions for Q2 2026. That is up 14.3% from the previous quarter.
Its largest purchases by value were Taiwan Semiconductor Manufacturing Co Ltd ($21.38M), Nvidia Corp ($18.18M), Alphabet Inc. ($5.14M). It opened 33 new positions.
Its largest sales by value were Chevron Corp ($14.09M), Broadcom Inc. ($11.42M), Boston Scientific Corp ($467.80K). It exited 17 positions entirely.
From the Form 13F-HR reports Fukoku Mutual Life Insurance Co files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.