SEC 13F Intelligence

Managers / Q2 2021 · view latest →

FUKOKU MUTUAL LIFE INSURANCE CO

CIK 0001033324 · 2-2-2 UCHISAIWAICHO, CHIYODA-KU, TOKYO, 100-0011 · 81.3.3593.7532

Reported Value
$1.2B
Q2 2021
Positions
324
Filings on Record
30
2019–present window
Filed
Aug 12, 2021
original filing

Summary

Fukoku Mutual Life Insurance Co reported $1.2B in U.S.-listed holdings across 324 positions for Q2 2021.

Its largest position, Ishares Tr, represents 3.6% of the portfolio.

Compared with Q1 2021, the fund opened 22 new positions and exited 3.

Portfolio Metrics

Turnover
+0.8%
vs prior filed quarter
Top-10 Concentration
+29.3%
share of reported value
Largest Position
+3.6%
Ishares Tr
New / Exited
22 / 3
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $719MQ4 ’18Q1 ’19: $780MQ2 ’19: $818MQ3 ’19: $864MQ4 ’19: $916MQ4 ’19Q1 ’20: $689MQ2 ’20: $884MQ3 ’20: $946MQ4 ’20: $970MQ4 ’20Q1 ’21: $1.0BQ2 ’21: $1.2BQ3 ’21: $1.3BQ4 ’21: $1.4BQ4 ’21Q1 ’22: $1.3BQ2 ’22: $1.2BQ3 ’22: $1.1BQ4 ’22: $1.2BQ4 ’22Q1 ’23: $1.1BQ2 ’23: $1.1BQ3 ’23: $1.1BQ4 ’23: $1.2BQ4 ’23Q1 ’24: $1.3BQ2 ’24: $1.3BQ3 ’24: $1.4BQ4 ’24: $1.4BQ4 ’24Q1 ’25: $1.4BQ2 ’25: $1.6BQ3 ’25: $1.6BQ4 ’25: $1.5BQ4 ’25Q1 ’26: $1.5Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 62.0%ETP: 37.2%Other: 0.7%REIT: 0.1%
  • Common Stock · 62.0% · $774M
  • ETP · 37.2% · $464M
  • Other · 0.7% · $9M
  • REIT · 0.1% · $826,000

Quarter-over-Quarter Changes full breakdown →

vs Q1 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
APOEURAPOLLO GLOBAL MGMT INCNEW+80.0K80.0K+$5M$5M
LBEURL BRANDS INCNEW+21.4K21.4K+$2M$2M
VANGUARD WORLD FDSNEW+17.0K17.0K+$2M$2M
SELECT SECTOR SPDR TRNEW+15.0K15.0K+$2M$2M
ISHARES TRNEW+3.0K3.0K+$1M$1M
ISHARES TRNEW+5.0K5.0K+$1M$1M
SPDR SER TRNEW+9.3K9.3K+$1M$1M
AMEAMETEK INCNEW+9.3K9.3K+$1M$1M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2021

40 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1ISHARES TRPFD AND INCM SEC · SELECT DIVID ETF · JPMORGAN USD EMG · CORE HIGH DV ETF · INTL SEL DIV ETF · U.S. REAL ES ETF · NATIONAL MUN ETF · EXPANDED TECH · COHEN STEER REIT · ESG MSCI LEADR20.96%$262M3.76M
2VANGUARD INDEX FDSREAL ESTATE ETF3.12%$39M383.0K
3AVGOBROADCOM INChistory →COM3.11%$39M81.5K
4MRKMERCK & CO INChistory →COM2.91%$36M466.6K
5VANGUARD WHITEHALL FDSHIGH DIV YLD2.81%$35M335.0K
6WISDOMTREE TREMER MKT HIGH FD · US HIGH DIVIDEND2.62%$33M608.0K
7MSFTMICROSOFT CORPhistory →COM2.61%$33M120.4K
8CSCOCISCO SYS INChistory →COM2.56%$32M602.3K
9KOCOCA COLA COhistory →COM2.51%$31M579.0K
10ABBVABBVIE INChistory →COM2.23%$28M247.2K
11METMETLIFE INChistory →COM2.14%$27M445.8K
12AMZNAMAZON COM INChistory →COM2.02%$25M7.3K
13MCDMCDONALDS CORPhistory →COM1.98%$25M106.8K
14GLOBAL X FDSUS PFD ETF1.93%$24M919.0K
15QCOMQUALCOMM INChistory →COM1.92%$24M168.0K
16NEENEXTERA ENERGY INChistory →COM1.77%$22M301.0K
17JPMJPMORGAN CHASE & COhistory →COM1.71%$21M137.4K
18BACVERIZON COMMUNICATIONS INChistory →COM1.67%$21M371.3K
19TXNTEXAS INSTRS INChistory →COM1.51%$19M98.2K
20PFEPFIZER INChistory →COM1.51%$19M480.3K
21CHVCHEVRON CORP NEWhistory →COM1.45%$18M172.7K
22TAT&T INChistory →COM1.44%$18M625.4K
23USBUS BANCORP DELhistory →COM NEW1.42%$18M310.9K
24XLUSELECT SECTOR SPDR TRhistory →SBI INT-UTILS1.35%$17M267.0K
25KMBKIMBERLY-CLARK CORPhistory →COM1.28%$16M119.3K
26DBX ETF TRXTRACK HRVST CSI1.21%$15M374.0K
27VVISA INChistory →COM CL A1.20%$15M64.3K
28INTCINTEL CORPhistory →COM1.20%$15M267.5K
29ISHARES INCMSCI TAIWAN ETF1.13%$14M221.5K
30SOSOUTHERN COhistory →COM1.12%$14M232.0K
31HDHOME DEPOT INChistory →COM1.11%$14M43.4K
32AEPAMERICAN ELEC PWR CO INChistory →COM1.08%$13M158.8K
33APDAIR PRODS & CHEMS INChistory →COM1.06%$13M46.1K
34DOWDOW INChistory →COM1.02%$13M201.1K
35DUKDUKE ENERGY CORP NEWhistory →COM NEW0.97%$12M122.5K
36AAPLAPPLE INChistory →COM0.94%$12M85.7K
37VPUVANGUARD WORLD FDShistory →UTILITIES ETF0.86%$11M77.0K
38PPLPPL CORPhistory →COM0.81%$10M363.0K
39MOALTRIA GROUP INCCOM0.78%$10M205.0K
40BLKCHFBLACKROCK INCCOM0.66%$8M9.4K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.5B235Apr 28, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.5B246Feb 10, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.6B261Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.6B264Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.4B267May 1, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.4B266Feb 5, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.4B275Nov 6, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.3B268Aug 1, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.3B274May 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.2B281Feb 9, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.1B278Nov 9, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.1B269Aug 1, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.1B255Apr 18, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.2B272Jan 31, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.1B257Nov 2, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.2B317Jul 29, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.3B312May 10, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.4B316Jan 25, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.3B326Nov 9, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.2B324Aug 12, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.0B305Apr 30, 202113F-HRchanges · EDGAR ↗
Q4 2020$970M305Jan 27, 202113F-HRchanges · EDGAR ↗
Q3 2020$946M305Nov 3, 202013F-HRchanges · EDGAR ↗
Q2 2020$884M302Aug 11, 202013F-HRchanges · EDGAR ↗
Q1 2020$689M294May 1, 202013F-HRchanges · EDGAR ↗
Q4 2019$916M314Jan 31, 202013F-HRchanges · EDGAR ↗
Q3 2019$864M316Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$818M312Jul 31, 201913F-HRchanges · EDGAR ↗
Q1 2019$780M297May 1, 201913F-HRchanges · EDGAR ↗
Q4 2018$719M301Jan 30, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.