FUKOKU MUTUAL LIFE INSURANCE CO — 13F Holdings & Portfolio

CIK 1033324 · latest 13F-HR filed 2026-07-24

FUKOKU MUTUAL LIFE INSURANCE CO manages $1.72B in 13F-reported U.S. long-equity assets across 256 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AVGO (13.19%), CSCO (4.11%), NVDA (4.10%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 41 new positions, exited 20, added to 116, and trimmed 47.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
2-2-2 UCHISAIWAICHO
CHIYODA-KU
TOKYO 100-0011
Phone
81.3.3593.7532
Filing Manager
FUKOKU MUTUAL LIFE INSURANCE Co
TOKYO, M0
Signatory
Atsushi Sato
General Manager
Loading holdings…
AUM

$1.72B

Long-equity book

Holdings

256

Distinct positions

Period

2026-06-30

Filed 2026-07-24

Q/Q Activity

+41 / −20 / ↑116 / ↓47

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • BROADCOM INC$31.6M +16.2%
  • TAIWAN SEMICONDUCTOR MANUFAC$25.7M +245.4%
  • NVIDIA CORPORATION$24.9M +54.7%
  • CISCO SYS INC$23.9M +51.4%
  • BLACKROCK ETF TRUST$13.7M +121.1%
Show all 116

Top Trims

  • CHEVRON CORPORATION-$21.1M -59.8%
  • AT&T INC-$6.5M -28.6%
  • EXXON MOBIL CORP-$4.6M -18.8%
  • MCDONALDS CORP-$4.3M -13.2%
  • CME GROUP INC-$3.5M -25.2%
Show all 47

New Positions

  • SELECT SECTOR SPDR TR$5.6M
  • J P MORGAN EXCHANGE TRADED F$3.7M
  • SELECT SECTOR SPDR TR$1.7M
  • SELECT SECTOR SPDR TR$1.1M
  • DATADOG INC$748.0K
Show all 41

Exited Positions

  • ISHARES TR$23.0M
  • BOSTON SCIENTIFIC CORP$467.8K
  • HONEYWELL INTL INC$387.6K
  • INTUIT$387.4K
  • MEDTRONIC PLC$296.3K
Show all 20
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BROADCOM INC AVGO 11135F101 $226.6M 13.19% 599,883 SH
2 CISCO SYS INC CSCO 17275R102 $70.5M 4.11% 600,335 SH
3 NVIDIA CORPORATION NVDA 67066G104 $70.3M 4.10% 351,526 SH
4 MERCK & CO INC MRK 58933Y105 $57.5M 3.35% 447,246 SH
5 COCA COLA CO KO 191216100 $56.2M 3.27% 690,975 SH
6 JPMORGAN CHASE & CO JPM 46625H100 $51.9M 3.02% 158,696 SH
7 ISHARES TR IDV 464288448 $51.0M 2.97% 1,232,000 SH
8 ALTRIA GROUP INC MO 02209S103 $44.3M 2.58% 615,521 SH
9 MICROSOFT CORP MSFT 594918104 $43.5M 2.53% 116,648 SH
10 ABBVIE INC ABBV 00287Y109 $43.1M 2.51% 171,442 SH
11 NEXTERA ENERGY INC NEE 65339F101 $39.5M 2.30% 450,469 SH
12 METLIFE INC MET 59156R108 $37.6M 2.19% 444,935 SH
13 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $36.2M 2.11% 75,769 SH
14 GLOBAL X FDS DIV 37950E291 $35.7M 2.08% 1,873,000 SH
15 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $34.8M 2.03% 617,000 SH
16 FIRST TR EXCHANGE-TRADED FD FGD 33734X200 $34.0M 1.98% 1,063,000 SH
17 AMERICAN ELEC PWR CO INC AEP 025537101 $32.9M 1.92% 240,766 SH
18 JOHNSON & JOHNSON JNJ 478160104 $32.9M 1.92% 129,663 SH
19 ISHARES TR EMB 464288281 $32.8M 1.91% 340,000 SH
20 INTERNATIONAL BUSINESS MACHS IBM 459200101 $32.2M 1.88% 114,682 SH
21 DUKE ENERGY CORP NEW DUK 26441C204 $30.9M 1.80% 244,404 SH
22 US BANCORP USB 902973304 $30.8M 1.79% 509,566 SH
23 QUALCOMM INC QCOM 747525103 $30.1M 1.75% 163,044 SH
24 TEXAS INSTRS INC TXN 882508104 $29.6M 1.72% 99,165 SH
25 ISHARES TR PFF 464288687 $29.1M 1.70% 955,500 SH
26 GLOBAL X FDS PFFD 37954Y657 $29.0M 1.69% 1,551,000 SH
27 MCDONALDS CORP MCD 580135101 $28.3M 1.65% 104,670 SH
28 BLACKROCK ETF TRUST BALI 09290C863 $24.9M 1.45% 737,000 SH
29 FIRST TR EXCH TRADED FD III FPEI 33739P855 $24.3M 1.41% 1,259,000 SH
30 SOUTHERN CO SO 842587107 $21.9M 1.28% 228,779 SH
31 VISA INC V 92826C839 $21.7M 1.26% 63,128 SH
32 EXXON MOBIL CORP XOM 30231G102 $19.9M 1.16% 145,620 SH
33 PFIZER INC PFE 717081103 $17.9M 1.04% 741,336 SH
34 VERIZON COMMUNICATIONS INC VZ 92343V104 $17.5M 1.02% 412,720 SH
35 GILEAD SCIENCES INC GILD 375558103 $16.9M 0.99% 133,913 SH
36 WILLIAMS COS INC WMB 969457100 $16.5M 0.96% 222,012 SH
37 ISHARES TR MUB 464288414 $16.5M 0.96% 153,000 SH
38 AT&T INC T 00206R102 $16.3M 0.95% 785,318 SH
39 CITIGROUP INC C 172967424 $15.4M 0.89% 109,683 SH
40 APPLE INC AAPL 037833100 $14.8M 0.86% 51,262 SH
41 CHEVRON CORPORATION CVX 166764100 $14.2M 0.83% 85,766 SH
42 ALPHABET INC GOOGL 02079K305 $13.7M 0.79% 38,196 SH
43 CME GROUP INC CME 12572Q105 $10.2M 0.60% 46,327 SH
44 AMAZON COM INC AMZN 023135106 $8.4M 0.49% 35,426 SH
45 GLOBAL X FDS XYLD 37954Y475 $7.3M 0.42% 178,000 SH
46 MICRON TECHNOLOGY INC MU 595112103 $6.5M 0.38% 5,671 SH
47 SELECT SECTOR SPDR TR XLK 81369Y803 $5.6M 0.32% 29,200 SH
48 EATON CORP PLC ETN G29183103 $4.8M 0.28% 11,357 SH
49 META PLATFORMS INC META 30303M102 $4.5M 0.26% 7,911 SH
50 TESLA INC TSLA 88160R101 $4.3M 0.25% 10,134 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-24 $1.72B 256 0001033324-26-000003
2026-03-31 2026-04-28 $1.53B 235 0001033324-26-000002
2025-12-31 2026-02-10 $1.52B 246 0001033324-26-000001