SEC 13F Intelligence

Managers / Q2 2023 · view latest →

FUKOKU MUTUAL LIFE INSURANCE CO

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

Reported Value
$1.1B
Q2 2023
Positions
269
Filings on Record
30
2019–present window
Filed
Aug 1, 2023
original filing

Summary

Fukoku Mutual Life Insurance Co reported $1.1B in U.S.-listed holdings across 269 positions for Q2 2023.

Its largest position, AVGO, represents 6.7% of the portfolio.

Compared with Q1 2023, the fund opened 22 new positions and exited 8.

Portfolio Metrics

Turnover
+8.9%
vs prior filed quarter
Top-10 Concentration
+37.8%
share of reported value
Largest Position
+6.7%
Broadcom
New / Exited
22 / 8
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: 84.5%ETP: 14.7%Other: 0.4%REIT: 0.4%
  • Common Stock · 84.5% · $897M
  • ETP · 14.7% · $156M
  • Other · 0.4% · $5M
  • REIT · 0.4% · $4M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
GLOBAL X FDSNEW+433.0K433.0K+$7M$7M
PLDPROLOGIS INC.NEW+4.5K4.5K+$553,184$553,184
AMTAMERICAN TOWER CORP NEWNEW+2.3K2.3K+$441,989$441,989
MGMMGM RESORTS INTERNATIONALNEW+10.0K10.0K+$439,200$439,200
OREALTY INCOME CORPNEW+6.9K6.9K+$410,817$410,817
EQIXEQUINIX INCNEW+522522+$409,217$409,217
WELLWELLTOWER INCNEW+4.2K4.2K+$336,745$336,745
CPRTCOPART INCNEW+3.4K3.4K+$308,746$308,746

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

Holdings — Q2 2023

43 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1ISHARES TRJPMORGAN USD EMG · INTL SEL DIV ETF · U.S. REAL ES ETF · PFD AND INCM SEC · NATIONAL MUN ETF · COHEN STEER REIT11.08%$118M2.38M
2AVGOBROADCOM INChistory →COM6.67%$71M81.7K
3MSFTMICROSOFT CORPhistory →COM5.20%$55M162.2K
4MRKMERCK & CO INChistory →COM4.94%$52M454.8K
5KOCOCA COLA COhistory →COM3.29%$35M580.5K
6NEENEXTERA ENERGY INChistory →COM3.16%$34M452.6K
7ABBVABBVIE INChistory →COM3.12%$33M245.6K
8MCDMCDONALDS CORPhistory →COM3.01%$32M107.0K
9CSCOCISCO SYS INChistory →COM3.00%$32M616.5K
10MOALTRIA GROUP INChistory →COM2.66%$28M623.2K
11CHVCHEVRON CORP NEWhistory →COM2.57%$27M173.4K
12METMETLIFE INChistory →COM2.42%$26M455.0K
13GLOBAL X FDSUS PFD ETF · GLOBX SUPDV US2.36%$25M1.35M
14BACVERIZON COMMUNICATIONS INChistory →COM2.22%$24M633.9K
15PFEPFIZER INChistory →COM2.20%$23M637.0K
16JPMJPMORGAN CHASE & COhistory →COM2.19%$23M160.1K
17DUKDUKE ENERGY CORP NEWhistory →COM NEW2.05%$22M242.6K
18AEPAMERICAN ELEC PWR CO INChistory →COM1.92%$20M241.9K
19QCOMQUALCOMM INChistory →COM1.87%$20M166.5K
20AMZNAMAZON COM INChistory →COM1.82%$19M148.6K
21TXNTEXAS INSTRS INChistory →COM1.68%$18M99.1K
22EXMOCEXXON MOBIL CORPhistory →COM1.53%$16M151.7K
23SOSOUTHERN COhistory →COM1.52%$16M229.3K
24VVISA INChistory →COM CL A1.44%$15M64.5K
25HDHOME DEPOT INChistory →COM1.42%$15M48.6K
26AAPLAPPLE INChistory →COM1.41%$15M77.1K
27APDAIR PRODS & CHEMS INChistory →COM1.30%$14M46.1K
28FIRST TR EXCHANGE TRADED FDDJ GLBL DIVID1.28%$14M632.0K
29BLKCHFBLACKROCK INChistory →COM1.27%$13M19.5K
30TAT&T INChistory →COM1.19%$13M793.1K
31DWDMORGAN STANLEYhistory →COM NEW1.09%$12M135.0K
32KMBKIMBERLY-CLARK CORPhistory →COM1.05%$11M80.7K
33DOWDOW INChistory →COM1.01%$11M201.2K
34JNJJOHNSON & JOHNSONhistory →COM0.98%$10M63.0K
35USBUS BANCORP DELhistory →COM NEW0.97%$10M310.6K
36IBMINTERNATIONAL BUSINESS MACHShistory →COM0.96%$10M76.5K
37GOOGLALPHABET INCCAP STK CL A · CAP STK CL C0.61%$7M54.2K
38NVDANVIDIA CORPORATIONCOM0.61%$6M15.2K
39INTUINTUITCOM0.60%$6M13.8K
40TSLATESLA INCCOM0.36%$4M14.6K
41METAMETA PLATFORMS INCCL A0.29%$3M10.7K
42UNHUNITEDHEALTH GROUP INCCOM0.24%$3M5.2K
43LLYLILLY ELI & COCOM0.20%$2M4.5K

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 ↗.