FUKOKU MUTUAL LIFE INSURANCE Co

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), FUKOKU MUTUAL LIFE INSURANCE Co reported 274 stock positions worth $1.3 billion. Its top holding was Broadcom (AVGO) at 8.5% of the portfolio, followed by Microsoft (MSFT, 5.2%) and Merck (MRK, 4.7%). Compared with Q4 2023, it opened 13 new positions, sold out of 20, added to 10 and reduced 113. The biggest buy was Gilead Sciences (GILD, shares +165%) and the biggest sale Apple (AAPL, shares −11%).

Most Recent 13F
Q2 2026
Location
TOKYO, M0
CIK
0001033324
Portfolio Value
$1.3B (Q1 2024)
SEC Filing
0001085146-24-002375 ↗ filed May 10, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.3B $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 Q2 2026

Holdings 274 stocks · $1.3B
AVGO Broadcom Inc. 8.52% 81,534 $108.1M Reduce -0.1%
MSFT Microsoft Corp. 5.25% 158,345 $66.6M Reduce -3.5%
MRK Merck & Co. Inc. 4.72% 453,578 $59.8M Reduce -0.2%
ABBV Abbvie Inc. 3.52% 245,081 $44.6M Reduce -0.1%
KO The Coca-Cola Co. 3.33% 691,238 $42.3M Reduce -2.9%
MET Metlife Inc. 2.62% 448,938 $33.3M Reduce -1.2%
JPM JPMorgan Chase & Co. 2.50% 158,377 $31.7M Reduce -6.2%
EMB iShares JP Morgan Usd Emergi 2.40% 340,000 $30.5M No change
MCD McDonald's Corp. 2.37% 106,599 $30.1M Reduce -1.2%
CSCO Cisco Systems Inc. 2.36% 601,315 $30.0M Reduce -2.7%
NEE Nextera Energy Inc. 2.25% 447,679 $28.6M Reduce -1.5%
QCOM Qualcomm Inc. 2.22% 166,543 $28.2M Reduce -1.8%
CVX Chevron Corp. 2.15% 172,685 $27.2M No change
MO Altria Group Inc. 2.11% 613,130 $26.7M Reduce -0.8%
VZ Verizon Communications Inc. 2.07% 626,351 $26.3M Add +0.6%
AMZN Amazon.com Inc. 2.04% 143,362 $25.9M Reduce -3.5%
DIV Global X Superdividend Use 2.02% 1,475,000 $25.7M No change
IDV iShares International Select 1.98% 898,000 $25.2M No change
DUK Duke Energy Corp. 1.86% 243,926 $23.6M Add +0.5%
USB US Bancorp 1.80% 511,623 $22.9M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.74% 115,655 $22.1M No change
IYR iShares US Real Estate ETF 1.72% 243,000 $21.8M No change
PFE Pfizer Inc. 1.64% 751,898 $20.9M No change
AEP American Electric Power 1.64% 242,227 $20.9M No change
JNJ Johnson & Johnson 1.63% 130,997 $20.7M Reduce -7.0%
MS Morgan Stanley 1.57% 210,951 $19.9M Reduce -3.2%
PFFD Global X US Preferred ETF 1.46% 919,000 $18.5M No change
HD Home Depot Inc. 1.46% 48,189 $18.5M Reduce -2.4%
NVDA Nvidia Corp. 1.45% 20,388 $18.4M Reduce -21.3%
PFF iShares Preferred & Income S 1.44% 567,500 $18.3M No change
V Visa Inc. Class A 1.41% 64,158 $17.9M Reduce -5.8%
XOM Exxon Mobil Corp. 1.36% 148,826 $17.3M Reduce -6.3%
TXN Texas Instruments Inc. 1.36% 99,076 $17.3M No change
SO The Southern Co. 1.31% 231,387 $16.6M Reduce -2.1%
MUB iShares National Muni Bond E 1.30% 153,000 $16.5M No change
BLK BlackRock Finance Inc. 1.28% 19,478 $16.2M Reduce -2.0%
FGD First Trust DJ GL Sel DVD 1.13% 632,000 $14.4M No change
T AT&T Inc. 1.10% 793,115 $14.0M Reduce -3.1%
DOW Dow Inc. 0.93% 203,673 $11.8M Reduce -1.7%
AAPL Apple Inc. 0.90% 66,443 $11.4M Reduce -10.8%
FPEI First Trust Institutional PR 0.89% 620,000 $11.3M No change
KMB Kimberly-Clark Corp. 0.82% 80,368 $10.4M No change
ICF iShares Select U.S. REIT ETF 0.79% 174,000 $10.0M No change
GILD Gilead Sciences Inc. 0.78% 134,820 $9.9M Add +165.3%
INTU Intuit Inc. 0.70% 13,691 $8.9M Reduce -0.4%
META Meta Platforms Inc. Class A 0.41% 10,662 $5.2M Reduce -17.9%
GOOGL Alphabet Inc. Class A 0.39% 33,172 $5.0M Reduce -14.3%
LLY Eli Lilly & Co. 0.24% 3,993 $3.1M Reduce -32.5%
GOOG Alphabet Inc. Class C 0.21% 17,304 $2.6M Reduce -21.7%
BRK.B Berkshire Hathaway Inc. Class B 0.18% 5,582 $2.3M Reduce -7.7%
TSLA Tesla Inc. 0.18% 13,204 $2.3M Reduce -3.1%
UNH Unitedhealth Group Inc. 0.18% 4,529 $2.2M Reduce -4.3%
MA Mastercard Inc. Class A 0.17% 4,558 $2.2M Reduce -6.1%
PG The Procter & Gamble Co. 0.14% 11,290 $1.8M Reduce -10.6%
COST Costco Wholesale Corp. 0.13% 2,324 $1.7M Reduce -3.2%
CRM Salesforce Inc. 0.13% 5,384 $1.6M Reduce -10.0%
AMD Advanced Micro Devices 0.13% 8,942 $1.6M Reduce -6.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.12% 39,646 $1.5M Reduce -4.1%
ARM Arm Holdings PLC-ADR 0.10% 10,000 $1.2M Reduce -28.6%
LIN Linde PLC 0.10% 2,679 $1.2M Reduce -3.4%
PEP Pepsico Inc. 0.10% 7,036 $1.2M Reduce -7.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.09% 9,446 $1.2M Reduce -23.5%
NFLX Netflix Inc. 0.09% 1,818 $1.1M Reduce -6.9%
TMO Thermo Fisher Scientific Inc. 0.08% 1,807 $1.1M No change
WMT Walmart Inc. 0.08% 16,677 $1.0M Reduce -44.7%
ADBE Adobe Inc. 0.08% 1,913 $965K Reduce -39.4%
NOW ServiceNow Inc. 0.07% 1,241 $946K Reduce -22.0%
GS Goldman Sachs Group Inc. 0.07% 2,219 $927K Reduce -7.2%
ACN Accenture PLC Class A 0.07% 2,643 $916K Reduce -3.5%
ISRG Intuitive Surgical Inc. 0.07% 2,191 $874K Reduce -36.5%
VRTX Vertex Pharmaceuticals Inc. 0.07% 2,021 $845K Reduce -5.6%
GE General Electric 0.07% 4,714 $827K Reduce -9.6%
WFC Wells Fargo & Co. 0.07% 14,238 $825K Reduce -10.2%
ORCL Oracle Corp. 0.06% 6,546 $822K Reduce -54.1%
ETN Eaton Corp. PLC 0.06% 2,628 $822K Reduce -5.3%
BKNG Booking Holdings Inc. 0.06% 226 $820K Reduce -7.4%
ABT Abbott Laboratories 0.06% 7,091 $806K No change
MU Micron Technology Inc. 0.06% 6,774 $799K Reduce -5.4%
PWR Quanta Services Inc. 0.06% 3,046 $791K Reduce -9.7%
CAT Caterpillar Inc. 0.06% 2,139 $784K No change
DHR Danaher Corp. 0.06% 3,126 $781K Reduce -4.5%
INTC Intel Corp. 0.06% 17,654 $780K No change
REGN Regeneron Pharmaceuticals 0.06% 759 $731K Reduce -9.5%
CRWD CrowdStrike Holdings Inc. Class A 0.06% 2,277 $730K Add +54.2%
SPGI S&P Global Inc. 0.06% 1,700 $723K No change
CDNS Cadence Design SYS Inc. 0.06% 2,316 $721K Reduce -7.6%
TMUS T-Mobile US Inc. 0.06% 4,400 $718K Reduce -10.2%
FCX Freeport-McMoran Inc. 0.06% 14,863 $699K Reduce -7.1%
AMAT Applied Materials Inc. 0.05% 3,357 $692K Reduce -7.6%
CMCSA Comcast Corp. Class A 0.05% 15,341 $665K Reduce -4.6%
RTX RTX Corp. 0.05% 6,733 $657K No change
UNP Union Pacific Corp. 0.05% 2,598 $639K Reduce -9.7%
PLD Prologis Inc. 0.05% 4,877 $635K No change
TGT Target Corp. 0.05% 3,580 $634K Add +40.9%
VRT Vertiv Holdings Co. Class A 0.05% 7,766 $634K Reduce -8.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.05% 6,245 $633K Reduce -28.1%
LOW Lowe's Cos Inc. 0.05% 2,463 $627K No change
MDLZ Mondelez International Inc. Class A 0.05% 8,955 $627K Reduce -4.6%
C Citigroup Inc. 0.05% 9,748 $616K Add +41.1%
COP Conocophillips 0.05% 4,807 $612K Reduce -15.9%

Show all 274 holdings

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -10.8% 0.90% −0.29
MCD McDonald's Corp. Reduce -1.2% 2.37% −0.29
CSCO Cisco Systems Inc. Reduce -2.7% 2.36% −0.23
JNJ Johnson & Johnson Reduce -7.0% 1.63% −0.20
KO The Coca-Cola Co. Reduce -2.9% 3.33% −0.15
MS Morgan Stanley Reduce -3.2% 1.57% −0.12
TSLA Tesla Inc. Reduce -3.1% 0.18% −0.10
ADBE Adobe Inc. Reduce -39.4% 0.08% −0.08
ZS Zscaler Inc. Sold out 0.00% −0.07
SO The Southern Co. Reduce -2.1% 1.31% −0.07
SPLK Splunk Inc. Sold out 0.00% −0.07
V Visa Inc. Class A Reduce -5.8% 1.41% −0.06
SMAR Smartsheet Inc. Class A Sold out 0.00% −0.06
BLK BlackRock Finance Inc. Reduce -2.0% 1.28% −0.06
ORCL Oracle Corp. Reduce -54.1% 0.06% −0.06
NOVT Novanta Inc. Sold out 0.00% −0.06
CRH CRH PLC Sold out 0.00% −0.06
RMD Resmed Inc. Reduce -73.7% 0.02% −0.06
SNPS Synopsys Inc. Reduce -64.5% 0.03% −0.05
GOOGL Alphabet Inc. Class A Reduce -14.3% 0.39% −0.05
ANET Arista Networks Inc. Reduce -61.1% 0.05% −0.05
EGP Eastgroup Properties Inc. Sold out 0.00% −0.05
WMT Walmart Inc. Reduce -44.7% 0.08% −0.05
GOOG Alphabet Inc. Class C Reduce -21.7% 0.21% −0.05
SBUX Starbucks Corp. Reduce -47.9% 0.04% −0.04
PANW Palo Alto Networks Inc. Reduce -51.9% 0.03% −0.04
LLY Eli Lilly & Co. Reduce -32.5% 0.24% −0.04
T AT&T Inc. Reduce -3.1% 1.10% −0.04
STZ Constellation Brands Inc. Class A Reduce -52.0% 0.04% −0.04
NEE Nextera Energy Inc. Reduce -1.5% 2.25% −0.04
ZTS Zoetis Inc. Reduce -39.8% 0.03% −0.03
HUBB Hubbell Inc. Sold out 0.00% −0.03
UNH Unitedhealth Group Inc. Reduce -4.3% 0.18% −0.03
SYK Stryker Corp. Reduce -50.0% 0.04% −0.03
BSX Boston Scientific Corp. Reduce -53.8% 0.03% −0.03
ISRG Intuitive Surgical Inc. Reduce -36.5% 0.07% −0.03
TT Trane Technologies PLC Sold out 0.00% −0.03
OTIS Otis Worldwide Corp. Sold out 0.00% −0.02
DLTR Dollar Tree Inc. Sold out 0.00% −0.02
XBI SS SPDR S&P Biotech ETF Sold out 0.00% −0.02
WBA Walgreens Boots Alliance Inc. Sold out 0.00% −0.02
HUM Humana Inc. Sold out 0.00% −0.02
XYL Xylem Inc. Sold out 0.00% −0.02
NOW ServiceNow Inc. Reduce -22.0% 0.07% −0.02
BIIB Biogen Inc. Sold out 0.00% −0.02
VTRS Viatris Inc. Sold out 0.00% −0.02
TJX TJX Companies Inc. Reduce -28.1% 0.05% −0.02
EXPE Expedia Group Inc. Sold out 0.00% −0.02
PINS Pinterest Inc. Class A Sold out 0.00% −0.02
CCK Crown Holdings Inc. Sold out 0.00% −0.02

Portfolio Buys Q4 2023 → Q1 2024
GILD Gilead Sciences Inc. Add +165.3% 0.78% +0.44
VZ Verizon Communications Inc. Add +0.6% 2.07% +0.12
TDG Transdigm Group Inc. New 0.03% +0.03
DELL Dell Technologies -C New 0.03% +0.03
CRWD CrowdStrike Holdings Inc. Class A Add +54.2% 0.06% +0.03
PTC PTC Inc. New 0.02% +0.02
SMCI Super Micro Computer Inc. New 0.02% +0.02
TGT Target Corp. Add +40.9% 0.05% +0.02
C Citigroup Inc. Add +41.1% 0.05% +0.02
EBAY eBay Inc. New 0.02% +0.02
FANG Diamondback Energy Inc. Add +58.7% 0.04% +0.02
AIG American International Group New 0.02% +0.02
JNPR Juniper Networks Inc. New 0.02% +0.02
VRSK Verisk Analytics Inc. New 0.02% +0.02
DG Dollar General Corp. New 0.02% +0.02
GLW Corning Inc. New 0.02% +0.02
MRNA Moderna Inc. New 0.02% +0.02
TER Teradyne Inc. New 0.02% +0.02
OKTA Okta Inc. New 0.02% +0.02
AJG Arthur J Gallagher & Co. Add +54.1% 0.04% +0.02
URI United Rentals Inc. Add +4.2% 0.04% +0.01
O Realty Income Corp. Add +32.7% 0.04% +0.01
DUK Duke Energy Corp. Add +0.5% 1.86% −0.10

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