FUKOKU MUTUAL LIFE INSURANCE Co

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), FUKOKU MUTUAL LIFE INSURANCE Co reported 256 stock positions worth $1.7 billion. Its top holding was Broadcom (AVGO) at 13.2% of the portfolio, followed by Cisco Systems (CSCO, 4.1%) and Nvidia (NVDA, 4.1%). Compared with Q1 2026, it opened 40 new positions, sold out of 19, added to 52 and reduced 44. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +144%) and the biggest sale an exit from iShares US Real Estate ETF (IYR).

Most Recent 13F
Q2 2026
Location
TOKYO, M0
CIK
0001033324
Portfolio Value
$1.7B (Q2 2026)
SEC Filing
0001033324-26-000003 ↗ filed Jul 24, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.3B Q1 2024 Q2 2024: $1.3B Q2 2024 Q3 2024: $1.4B Q3 2024 Q4 2024: $1.4B Q4 2024 Q1 2025: $1.4B Q1 2025 Q2 2025: $1.6B Q2 2025 Q3 2025: $1.6B Q3 2025 Q4 2025: $1.5B Q4 2025 Q1 2026: $1.5B Q1 2026 Q2 2026: $1.7B $1.7B Q2 2026

Holdings 256 stocks · $1.7B

AVGO Broadcom Inc. 13.20% 599,883 $226.6M Reduce -4.8%
CSCO Cisco Systems Inc. 4.11% 600,335 $70.5M No change
NVDA Nvidia Corp. 4.10% 351,526 $70.3M Add +34.9%
MRK Merck & Co. Inc. 3.35% 447,246 $57.5M No change
KO The Coca-Cola Co. 3.27% 690,975 $56.2M Add +0.2%
JPM JPMorgan Chase & Co. 3.02% 158,696 $51.9M Add +2.6%
IDV iShares International Select 2.97% 1,232,000 $51.0M No change
MO Altria Group Inc. 2.58% 615,521 $44.3M Add +0.6%
MSFT Microsoft Corp. 2.53% 116,648 $43.5M Add +2.0%
ABBV Abbvie Inc. 2.51% 171,442 $43.1M No change
NEE Nextera Energy Inc. 2.30% 450,469 $39.5M Add +0.5%
MET Metlife Inc. 2.19% 444,935 $37.6M Reduce -0.1%
TSM Taiwan Semiconductor-SP ADR 2.11% 75,769 $36.2M Add +144.4%
DIV Global X Superdividend Use 2.08% 1,873,000 $35.7M No change
JEPI JPMorgan Equity Premium Inco 2.03% 617,000 $34.8M Add +48.7%
FGD First Trust DJ GL Sel DVD 1.98% 1,063,000 $34.0M No change
AEP American Electric Power 1.92% 240,766 $32.9M No change
JNJ Johnson & Johnson 1.92% 129,663 $32.9M Add +1.3%
EMB iShares JP Morgan Usd Emergi 1.91% 340,000 $32.8M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.88% 114,682 $32.2M No change
DUK Duke Energy Corp. 1.80% 244,404 $30.9M Add +0.2%
USB US Bancorp 1.79% 509,566 $30.8M No change
QCOM Qualcomm Inc. 1.75% 163,044 $30.1M No change
TXN Texas Instruments Inc. 1.72% 99,165 $29.6M No change
PFF iShares Preferred & Income S 1.70% 955,500 $29.1M No change
PFFD Global X US Preferred ETF 1.69% 1,551,000 $29.0M No change
MCD McDonald's Corp. 1.65% 104,670 $28.3M Reduce -0.3%
BALI Is US LRG CP Pre Inc. Act-Usd 1.45% 737,000 $24.9M Add +101.4%
FPEI First Trust Institutional PR 1.41% 1,259,000 $24.3M No change
SO The Southern Co. 1.27% 228,779 $21.9M Reduce -0.3%
V Visa Inc. Class A 1.26% 63,128 $21.7M Add +1.3%
XOM Exxon Mobil Corp. 1.16% 145,620 $19.9M Add +0.7%
PFE Pfizer Inc. 1.04% 741,336 $17.9M Reduce -0.4%
VZ Verizon Communications Inc. 1.02% 412,720 $17.5M No change
GILD Gilead Sciences Inc. 0.99% 133,913 $16.9M No change
WMB Williams Cos Inc. 0.96% 222,012 $16.5M Add +2.9%
MUB iShares National Muni Bond E 0.96% 153,000 $16.5M No change
T AT&T Inc. 0.95% 785,318 $16.3M No change
C Citigroup Inc. 0.89% 109,683 $15.4M Add +6.1%
AAPL Apple Inc. 0.86% 51,262 $14.8M Add +7.2%
CVX Chevron Corp. 0.83% 85,766 $14.2M Reduce -49.8%
GOOGL Alphabet Inc. Class A 0.79% 38,196 $13.7M Add +60.5%
CME Cme Group Inc. 0.60% 46,327 $10.2M No change
AMZN Amazon.com Inc. 0.49% 35,426 $8.4M Add +9.8%
XYLD Global X S&P 500 Cove Call E 0.42% 178,000 $7.3M No change
MU Micron Technology Inc. 0.38% 5,671 $6.5M Add +42.3%
XLK SS Technology Select Sector 0.32% 29,200 $5.6M New
ETN Eaton Corp. PLC 0.28% 11,357 $4.8M Add +787.3%
META Meta Platforms Inc. Class A 0.26% 7,911 $4.5M Add +8.8%
TSLA Tesla Inc. 0.25% 10,134 $4.3M Add +10.4%
LLY Eli Lilly & Co. 0.24% 3,390 $4.1M Add +16.9%
GOOG Alphabet Inc. Class C 0.22% 10,885 $3.8M Reduce -2.9%
AMD Advanced Micro Devices 0.22% 6,590 $3.8M Add +33.4%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.21% 60,000 $3.7M New
ARM Arm Holdings PLC-ADR 0.21% 10,000 $3.5M No change
CAT Caterpillar Inc. 0.15% 2,410 $2.6M Add +33.1%
GS Goldman Sachs Group Inc. 0.13% 2,289 $2.3M Add +44.8%
AMAT Applied Materials Inc. 0.13% 3,030 $2.2M Add +35.8%
GLW Corning Inc. 0.12% 8,356 $2.1M Reduce -1.2%
BRK.B Berkshire Hathaway Inc. Class B 0.12% 3,987 $2.0M Reduce -5.1%
INTC Intel Corp. 0.11% 13,589 $1.9M Reduce -3.9%
WMT Walmart Inc. 0.11% 16,715 $1.9M Add +17.6%
COST Costco Wholesale Corp. 0.11% 1,993 $1.9M Add +23.4%
LRCX Lam Research Corp. 0.10% 3,974 $1.7M Add +10.2%
XLF SS Financial Select Sector 0.10% 31,500 $1.7M New
MA Mastercard Inc. Class A 0.09% 2,947 $1.5M Reduce -5.8%
GEV GE Vernova Inc. 0.09% 1,251 $1.5M Add +37.3%
PWR Quanta Services Inc. 0.08% 1,975 $1.4M Add +14.8%
MRVL Marvell Technology Inc. 0.08% 4,563 $1.4M Add +34.9%
BAC Bank of America Corp. 0.08% 23,519 $1.3M Reduce -3.7%
LIN Linde PLC 0.08% 2,575 $1.3M Add +68.8%
PLTR Palantir Technologies Inc. Class A 0.08% 11,164 $1.3M Add +18.0%
GE General Electric filed as GE AEROSPACE 0.07% 3,123 $1.2M No change
UNH Unitedhealth Group Inc. 0.07% 2,774 $1.2M Reduce -0.6%
KLAC KLA Corp. 0.07% 3,800 $1.1M No change
PG The Procter & Gamble Co. 0.07% 7,790 $1.1M Add +15.9%
NFLX Netflix Inc. 0.06% 15,471 $1.1M Reduce -0.3%
PANW Palo Alto Networks Inc. 0.06% 3,229 $1.1M No change
XLV SS Health Care Select Sector 0.06% 6,700 $1.1M New
HD Home Depot Inc. 0.06% 2,934 $1.0M Reduce -23.5%
RTX RTX Corp. 0.05% 4,874 $925K Reduce -8.2%
CDNS Cadence Design SYS Inc. 0.05% 2,339 $878K Add +30.1%
VRTX Vertex Pharmaceuticals Inc. 0.05% 1,753 $871K Add +25.5%
BNY Bank of New York Mellon Corp. 0.05% 5,954 $861K Add +25.6%
PM Philip Morris International 0.05% 4,636 $839K No change
ORCL Oracle Corp. 0.04% 5,245 $769K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.04% 5,020 $761K Add +1.3%
APH Amphenol Corp. Class A 0.04% 4,300 $758K No change
ISRG Intuitive Surgical Inc. 0.04% 1,900 $756K Add +27.2%
DDOG Datadog Inc. Class A 0.04% 2,873 $748K New
XLI SS Industrial Select Sector 0.04% 4,000 $741K New
BLK BlackRock Inc. 0.04% 735 $707K Add +25.6%
WFC Wells Fargo & Co. 0.04% 8,375 $692K Reduce -9.5%
CMI Cummins Inc. 0.04% 955 $681K No change
MS Morgan Stanley 0.04% 3,237 $677K No change
VRT Vertiv Holdings Co. Class A 0.04% 1,907 $639K Add +38.6%
CRWD CrowdStrike Holdings Inc. Class A 0.04% 807 $616K New
EQIX Equinix Inc. 0.04% 583 $608K Add +75.1%
TT Trane Technologies PLC 0.04% 1,223 $601K No change
TMO Thermo Fisher Scientific Inc. 0.04% 1,198 $601K No change

Show all 256 holdings

Portfolio Sells Q1 2026 → Q2 2026

IYR iShares US Real Estate ETF Sold out 0.00% −1.50
CVX Chevron Corp. Reduce -49.8% 0.83% −1.48
MCD McDonald's Corp. Reduce -0.3% 1.65% −0.49
PFE Pfizer Inc. Reduce -0.4% 1.04% −0.33
SO The Southern Co. Reduce -0.3% 1.27% −0.17
NFLX Netflix Inc. Reduce -0.3% 0.06% −0.03
BSX Boston Scientific Corp. Sold out 0.00% −0.03
INTU Intuit Inc. Sold out 0.00% −0.03
HD Home Depot Inc. Reduce -23.5% 0.06% −0.02
MDT Medtronic PLC Sold out 0.00% −0.02
CRH CRH PLC Reduce -54.4% 0.01% −0.02
VICI Vici Properties Inc. Sold out 0.00% −0.02
EOG EOG Resources Inc. Sold out 0.00% −0.02
HCA HCA Healthcare Inc. Sold out 0.00% −0.02
FOX Fox Corp. Class B Sold out 0.00% −0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -5.1% 0.12% −0.02
CBOE Cboe Global Markets Inc. Sold out 0.00% −0.02
CMCSA Comcast Corp. Class A Sold out 0.00% −0.02
NKE Nike Inc. Class B Sold out 0.00% −0.01
DOW Dow Inc. Sold out 0.00% −0.01
OXY Occidental Petroleum Corp. Sold out 0.00% −0.01
ANET Arista Networks Inc. Reduce -43.3% 0.03% −0.01
MA Mastercard Inc. Class A Reduce -5.8% 0.09% −0.01
ZTS Zoetis Inc. Sold out 0.00% −0.01
NTRS Northern Trust Corp. Sold out 0.00% −0.01
SLB SLB Ltd. Sold out 0.00% −0.01
ADSK Autodesk Inc. Sold out 0.00% −0.01
VMRK Vivmark Residential Sold out 0.00% −0.01
RTX RTX Corp. Reduce -8.2% 0.05% −0.01
AVB Avalonbay Communities Inc. Sold out 0.00% −0.01
SYK Stryker Corp. Reduce -32.0% 0.02% −0.01
BKNG Booking Holdings Inc. Reduce -26.0% 0.03% −0.01
NEM Newmont Corp. Reduce -3.3% 0.03% −0.01
PEP Pepsico Inc. Reduce -1.9% 0.03% −0.01
WM Waste Management Inc. Reduce -16.3% 0.02% −0.01
WFC Wells Fargo & Co. Reduce -9.5% 0.04% −0.01
FANG Diamondback Energy Inc. Reduce -18.4% 0.01% −0.01
DIS The Walt Disney Co. Reduce -5.8% 0.03% −0.01
APD Air Products & Chemicals Inc. Reduce -20.9% 0.01% −0.01
SCHW Schwab (charles) Corp. Reduce -2.5% 0.03% −0.00
PEG Public Service Enterprise GP Reduce -5.7% 0.02% −0.00
PSX Phillips 66 Reduce -1.3% 0.02% −0.00
HWM Howmet Aerospace Inc. Reduce -18.5% 0.02% −0.00
UBER Uber Technologies Inc. Reduce -1.3% 0.03% −0.00
FITB Fifth Third Bancorp Reduce -22.8% 0.02% −0.00
VLO Valero Energy Corp. Reduce -10.1% 0.02% −0.00
MPC Marathon Petroleum Corp. Reduce -5.5% 0.02% −0.00
CI The Cigna Group Reduce -4.1% 0.01% −0.00
CTVA Corteva Inc. Reduce -1.2% 0.01% −0.00
ALL Allstate Corp. Reduce -12.6% 0.01% −0.00

Portfolio Buys Q1 2026 → Q2 2026

TSM Taiwan Semiconductor-SP ADR Add +144.4% 2.11% +1.42
NVDA Nvidia Corp. Add +34.9% 4.10% +1.12
BALI Is US LRG CP Pre Inc. Act-Usd Add +101.4% 1.45% +0.71
JEPI JPMorgan Equity Premium Inco Add +48.7% 2.03% +0.49
GOOGL Alphabet Inc. Class A Add +60.5% 0.79% +0.35
XLK SS Technology Select Sector New 0.32% +0.32
MU Micron Technology Inc. Add +42.3% 0.38% +0.29
ETN Eaton Corp. PLC Add +787.3% 0.28% +0.25
JEPQ JPM Nasdaq Equity Premium New 0.21% +0.21
AMD Advanced Micro Devices Add +33.4% 0.22% +0.16
C Citigroup Inc. Add +6.1% 0.89% +0.13
XLF SS Financial Select Sector New 0.10% +0.10
AMAT Applied Materials Inc. Add +35.8% 0.13% +0.08
AAPL Apple Inc. Add +7.2% 0.86% +0.07
CAT Caterpillar Inc. Add +33.1% 0.15% +0.07
LLY Eli Lilly & Co. Add +16.9% 0.24% +0.06
XLV SS Health Care Select Sector New 0.06% +0.06
MRVL Marvell Technology Inc. Add +34.9% 0.08% +0.06
AMZN Amazon.com Inc. Add +9.8% 0.49% +0.05
LRCX Lam Research Corp. Add +10.2% 0.10% +0.05
JPM JPMorgan Chase & Co. Add +2.6% 3.02% +0.05
GS Goldman Sachs Group Inc. Add +44.8% 0.13% +0.05
DDOG Datadog Inc. Class A New 0.04% +0.04
XLI SS Industrial Select Sector New 0.04% +0.04
CRWD CrowdStrike Holdings Inc. Class A New 0.04% +0.04
GEV GE Vernova Inc. Add +37.3% 0.09% +0.03
LIN Linde PLC Add +68.8% 0.08% +0.03
V Visa Inc. Class A Add +1.3% 1.26% +0.03
SNOW Snowflake Inc. New 0.03% +0.03
XLB SS Materials Select Sector New 0.02% +0.02
TSLA Tesla Inc. Add +10.4% 0.25% +0.02
STX Seagate Technology Holdings New 0.02% +0.02
FLEX Flex Ltd. New 0.02% +0.02
PWR Quanta Services Inc. Add +14.8% 0.08% +0.02
BE Bloom Energy Corp. Class A New 0.02% +0.02
TER Teradyne Inc. New 0.02% +0.02
SPCX Space Exploration Techn Class A New 0.02% +0.02
CDNS Cadence Design SYS Inc. Add +30.1% 0.05% +0.02
XLE SS Energy Select Sector New 0.02% +0.02
RKLB Rocket Lab Corp. New 0.02% +0.02
HPE Hewlett Packard Enterprise New 0.02% +0.02
HOOD Robinhood Markets Inc. Class A New 0.02% +0.02
JBL Jabil Inc. New 0.02% +0.02
ROST Ross Stores Inc. New 0.02% +0.02
ROK Rockwell Automation Inc. New 0.02% +0.02
URI United Rentals Inc. New 0.02% +0.02
MNST Monster Beverage Corp. Add +53.1% 0.03% +0.01
VRT Vertiv Holdings Co. Class A Add +38.6% 0.04% +0.01
EQIX Equinix Inc. Add +75.1% 0.04% +0.01
WAT Waters Corp. New 0.01% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 256$1.7BAVGO, CSCO, NVDA, MRK, KO
Q1 2026 235$1.5BAVGO, MRK, IDV, KO, CSCO
Q4 2025 246$1.5BAVGO, JPM, IDV, KO, MRK
Q3 2025 261$1.6BAVGO, ABBV, JPM, MSFT, NVDA
Q2 2025 264$1.6BAVGO, MSFT, KO, JPM, ABBV
Q1 2025 267$1.4BAVGO, MSFT, ABBV, KO, MRK
Q4 2024 266$1.4BAVGO, MSFT, MRK, ABBV, KO
Q3 2024 275$1.4BAVGO, MSFT, MRK, KO, ABBV
Q2 2024 268$1.3BAVGO, MSFT, MRK, KO, ABBV
Q1 2024 274$1.3BAVGO, MSFT, MRK, ABBV, KO