FUKOKU MUTUAL LIFE INSURANCE Co

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), FUKOKU MUTUAL LIFE INSURANCE Co reported 264 stock positions worth $1.6 billion. Its top holding was Broadcom (AVGO) at 13.8% of the portfolio, followed by Microsoft (MSFT, 4.9%) and Coca-Cola (KO, 3.1%). Compared with Q1 2025, it opened 15 new positions, sold out of 18, added to 29 and reduced 141. The biggest buy was a new position in JPMorgan Equity Premium Inco (JEPI) and the biggest sale Abbvie (ABBV, shares −0%).

Most Recent 13F
Q2 2026
Location
TOKYO, M0
CIK
0001033324
Portfolio Value
$1.6B (Q2 2025)
SEC Filing
0001085146-25-004847 ↗ filed Aug 12, 2025

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 $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 264 stocks · $1.6B
AVGO Broadcom Inc. 13.81% 786,788 $216.9M Reduce -3.4%
MSFT Microsoft Corp. 4.88% 154,157 $76.7M Reduce -1.3%
KO The Coca-Cola Co. 3.12% 692,658 $49.0M Reduce -0.1%
JPM JPMorgan Chase & Co. 2.89% 156,509 $45.4M Reduce -0.6%
ABBV Abbvie Inc. 2.88% 244,033 $45.3M Reduce -0.4%
IDV iShares International Select 2.71% 1,232,000 $42.5M Add +37.2%
CSCO Cisco Systems Inc. 2.66% 601,610 $41.7M Reduce -0.2%
NVDA Nvidia Corp. 2.50% 248,127 $39.2M Add +32.3%
MRK Merck & Co. Inc. 2.32% 459,797 $36.4M Add +2.0%
MET Metlife Inc. 2.29% 447,028 $35.9M No change
MO Altria Group Inc. 2.28% 612,032 $35.9M Add +0.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.16% 115,310 $34.0M No change
DIV Global X Superdividend Use 2.10% 1,873,000 $32.9M Add +27.0%
QCOM Qualcomm Inc. 2.01% 198,591 $31.6M Reduce -0.1%
AMZN Amazon.com Inc. 2.01% 143,987 $31.6M Add +1.7%
EMB iShares JP Morgan Usd Emergi 2.00% 340,000 $31.5M No change
NEE Nextera Energy Inc. 1.99% 449,433 $31.2M Reduce -0.3%
MCD McDonald's Corp. 1.96% 105,384 $30.8M Reduce -0.3%
MS Morgan Stanley 1.88% 209,554 $29.5M Reduce -0.3%
FGD First Trust DJ GL Sel DVD 1.86% 1,063,000 $29.3M Add +68.2%
DUK Duke Energy Corp. 1.83% 243,945 $28.8M Reduce -0.1%
AEP American Electric Power 1.59% 241,226 $25.0M No change
CVX Chevron Corp. 1.56% 170,946 $24.5M Reduce -0.5%
JEPI JPMorgan Equity Premium Inco 1.50% 415,000 $23.6M New
USB US Bancorp 1.47% 511,226 $23.1M Reduce -0.1%
IYR iShares US Real Estate ETF 1.47% 243,000 $23.0M No change
T AT&T Inc. 1.46% 793,115 $23.0M No change
V Visa Inc. Class A 1.44% 63,488 $22.5M Reduce -0.2%
SO The Southern Co. 1.35% 230,788 $21.2M Reduce -0.4%
TXN Texas Instruments Inc. 1.32% 99,666 $20.7M Reduce -0.7%
BLK BlackRock Inc. 1.30% 19,463 $20.4M Reduce -0.5%
JNJ Johnson & Johnson 1.26% 129,118 $19.7M Reduce -0.5%
PFE Pfizer Inc. 1.15% 748,076 $18.1M Reduce -0.5%
VZ Verizon Communications Inc. 1.15% 418,224 $18.1M No change
HD Home Depot Inc. 1.11% 47,539 $17.4M Reduce -1.3%
PFF iShares Preferred & Income S 1.11% 567,500 $17.4M No change
PFFD Global X US Preferred ETF 1.10% 919,000 $17.3M No change
MUB iShares National Muni Bond E 1.02% 153,000 $16.0M No change
XOM Exxon Mobil Corp. 1.01% 147,800 $15.9M Reduce -1.6%
GILD Gilead Sciences Inc. 0.95% 134,820 $14.9M No change
WMB Williams Cos Inc. 0.88% 219,280 $13.8M Add +1844.0%
AAPL Apple Inc. 0.76% 57,844 $11.9M Reduce -8.1%
FPEI First Trust Institutional PR 0.75% 620,000 $11.8M No change
ICF iShares Select U.S. REIT ETF 0.68% 174,000 $10.6M No change
KMB Kimberly-Clark Corp. 0.66% 79,802 $10.3M No change
C Citigroup Inc. 0.57% 104,456 $8.9M Add +952.1%
XYLG Global X S&P 500 Covc & GRW 0.44% 178,000 $6.9M New
META Meta Platforms Inc. Class A 0.40% 8,574 $6.3M Reduce -5.0%
GOOGL Alphabet Inc. Class A 0.38% 34,161 $6.0M Add +15.0%
INTU Intuit Inc. 0.35% 7,037 $5.5M Reduce -2.6%
LLY Eli Lilly & Co. 0.24% 4,900 $3.8M Add +33.0%
TSLA Tesla Inc. 0.23% 11,140 $3.5M Reduce -7.3%
GOOG Alphabet Inc. Class C 0.17% 14,778 $2.6M Reduce -7.5%
NFLX Netflix Inc. 0.16% 1,826 $2.4M Reduce -0.2%
BRK.B Berkshire Hathaway Inc. Class B 0.16% 5,031 $2.4M Reduce -6.4%
MA Mastercard Inc. Class A 0.14% 3,826 $2.1M Reduce -2.3%
NOW ServiceNow Inc. 0.13% 1,922 $2.0M Add +52.2%
COST Costco Wholesale Corp. 0.12% 1,956 $1.9M Reduce -3.5%
CRM Salesforce Inc. 0.12% 6,799 $1.9M Add +73.6%
ETN Eaton Corp. PLC 0.11% 4,874 $1.7M Add +174.6%
PANW Palo Alto Networks Inc. 0.11% 8,500 $1.7M Add +98.7%
WMT Walmart Inc. 0.11% 17,059 $1.7M Reduce -5.6%
ARM Arm Holdings PLC-ADR 0.10% 10,000 $1.6M No change
GEV GE Vernova Inc. 0.10% 2,925 $1.5M Add +118.0%
KKR KKR & Co. Inc. 0.10% 11,463 $1.5M Add +262.4%
PLTR Palantir Technologies Inc. Class A 0.10% 11,012 $1.5M Reduce -8.8%
VRSK Verisk Analytics Inc. 0.09% 4,720 $1.5M Add +418.7%
FISV Fiserv Inc. 0.09% 8,037 $1.4M Add +236.6%
SNOW Snowflake Inc. 0.09% 6,003 $1.3M Add +281.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.09% 28,338 $1.3M Reduce -7.8%
PG The Procter & Gamble Co. 0.08% 8,105 $1.3M Reduce -26.6%
GS Goldman Sachs Group Inc. 0.08% 1,823 $1.3M Reduce -13.6%
ORCL Oracle Corp. 0.08% 5,828 $1.3M Reduce -6.6%
MRVL Marvell Technology Inc. 0.08% 15,885 $1.2M Add +256.3%
ISRG Intuitive Surgical Inc. 0.07% 2,086 $1.1M Reduce -6.3%
UNH Unitedhealth Group Inc. 0.07% 3,334 $1.0M Reduce -21.8%
PM Philip Morris International 0.07% 5,667 $1.0M Reduce -3.2%
GE General Electric filed as GE AEROSPACE 0.06% 3,813 $981K Reduce -12.9%
BSX Boston Scientific Corp. 0.06% 8,665 $931K Reduce -13.7%
LIN Linde PLC 0.06% 1,983 $930K Reduce -5.9%
BKNG Booking Holdings Inc. 0.06% 158 $915K Reduce -8.1%
ACN Accenture PLC Class A 0.06% 3,015 $901K Reduce -13.3%
WFC Wells Fargo & Co. 0.06% 11,037 $884K Reduce -18.3%
ABT Abbott Laboratories 0.06% 6,455 $878K Reduce -9.0%
TMUS T-Mobile US Inc. 0.06% 3,664 $873K Reduce -12.6%
AMD Advanced Micro Devices 0.05% 5,939 $843K Reduce -7.3%
PWR Quanta Services Inc. 0.05% 2,133 $806K Reduce -11.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 6,294 $781K Reduce -15.4%
CAT Caterpillar Inc. 0.05% 1,973 $766K Reduce -21.8%
RTX RTX Corp. 0.05% 5,028 $734K Reduce -11.0%
ANET Arista Networks Inc. 0.05% 7,105 $727K No change
TT Trane Technologies PLC 0.05% 1,649 $721K No change
VRTX Vertex Pharmaceuticals Inc. 0.04% 1,589 $707K Reduce -12.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.04% 5,628 $695K Reduce -7.7%
CDNS Cadence Design SYS Inc. 0.04% 2,196 $677K No change
SPGI S&P Global Inc. 0.04% 1,242 $655K Reduce -17.0%
AXP American Express Co. 0.04% 2,048 $653K Reduce -8.8%
SYK Stryker Corp. 0.04% 1,634 $646K Reduce -3.4%
UBER Uber Technologies Inc. 0.04% 6,840 $638K Reduce -13.4%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.04% 1,942 $622K No change

Show all 264 holdings

Portfolio Sells Q1 2025 → Q2 2025
ABBV Abbvie Inc. Reduce -0.4% 2.88% −0.92
CVX Chevron Corp. Reduce -0.5% 1.56% −0.57
KO The Coca-Cola Co. Reduce -0.1% 3.12% −0.55
MCD McDonald's Corp. Reduce -0.3% 1.96% −0.48
NEE Nextera Energy Inc. Reduce -0.3% 1.99% −0.38
DUK Duke Energy Corp. Reduce -0.1% 1.83% −0.37
JNJ Johnson & Johnson Reduce -0.5% 1.26% −0.34
XOM Exxon Mobil Corp. Reduce -1.6% 1.01% −0.31
AAPL Apple Inc. Reduce -8.1% 0.76% −0.28
PFE Pfizer Inc. Reduce -0.5% 1.15% −0.26
QCOM Qualcomm Inc. Reduce -0.1% 2.01% −0.25
SO The Southern Co. Reduce -0.4% 1.35% −0.23
V Visa Inc. Class A Reduce -0.2% 1.44% −0.21
HD Home Depot Inc. Reduce -1.3% 1.11% −0.20
USB US Bancorp Reduce -0.1% 1.47% −0.13
UNH Unitedhealth Group Inc. Reduce -21.8% 0.07% −0.10
CSCO Cisco Systems Inc. Reduce -0.2% 2.66% −0.10
BLK BlackRock Inc. Reduce -0.5% 1.30% −0.07
PG The Procter & Gamble Co. Reduce -26.6% 0.08% −0.06
BRK.B Berkshire Hathaway Inc. Class B Reduce -6.4% 0.16% −0.06
TMUS T-Mobile US Inc. Reduce -12.6% 0.06% −0.03
BMY Bristol-Myers Squibb Co. Reduce -27.7% 0.02% −0.03
FOX Fox Corp. Class B Sold out 0.00% −0.02
ACN Accenture PLC Class A Reduce -13.3% 0.06% −0.02
EBAY eBay Inc. Sold out 0.00% −0.02
TMO Thermo Fisher Scientific Inc. Reduce -14.4% 0.03% −0.02
MA Mastercard Inc. Class A Reduce -2.3% 0.14% −0.02
DOW Dow Inc. Sold out 0.00% −0.02
MPC Marathon Petroleum Corp. Sold out 0.00% −0.02
ROK Rockwell Automation Inc. Sold out 0.00% −0.02
VRTX Vertex Pharmaceuticals Inc. Reduce -12.4% 0.04% −0.02
IQV Iqvia Holdings Inc. Sold out 0.00% −0.02
SLB SLB Ltd. Sold out 0.00% −0.02
CTAS Cintas Corp. Reduce -41.7% 0.02% −0.02
AMGN Amgen Inc. Reduce -19.6% 0.03% −0.02
PTC PTC Inc. Sold out 0.00% −0.02
GM General Motors Co. Sold out 0.00% −0.02
COST Costco Wholesale Corp. Reduce -3.5% 0.12% −0.02
AIG American International Group Sold out 0.00% −0.02
GOOG Alphabet Inc. Class C Reduce -7.5% 0.17% −0.02
CAG Conagra Brands Inc. Sold out 0.00% −0.02
CNC Centene Corp. Sold out 0.00% −0.02
PEP Pepsico Inc. Reduce -10.7% 0.04% −0.02
LULU Lululemon Athletica Inc. Sold out 0.00% −0.02
TXN Texas Instruments Inc. Reduce -0.7% 1.32% −0.02
DFS Discover Financial Services Sold out 0.00% −0.02
CPB The Campbell's Company Sold out 0.00% −0.02
AKAM Akamai Technologies Inc. Sold out 0.00% −0.02
BSX Boston Scientific Corp. Reduce -13.7% 0.06% −0.02
TROW T Rowe Price Group Inc. Sold out 0.00% −0.02

Portfolio Buys Q1 2025 → Q2 2025
JEPI JPMorgan Equity Premium Inco New 1.50% +1.50
NVDA Nvidia Corp. Add +32.3% 2.50% +0.99
WMB Williams Cos Inc. Add +1844.0% 0.88% +0.83
FGD First Trust DJ GL Sel DVD Add +68.2% 1.86% +0.73
IDV iShares International Select Add +37.2% 2.71% +0.65
C Citigroup Inc. Add +952.1% 0.57% +0.51
XYLG Global X S&P 500 Covc & GRW New 0.44% +0.44
ETN Eaton Corp. PLC Add +174.6% 0.11% +0.08
VRSK Verisk Analytics Inc. Add +418.7% 0.09% +0.07
KKR KKR & Co. Inc. Add +262.4% 0.10% +0.07
SNOW Snowflake Inc. Add +281.6% 0.09% +0.07
GEV GE Vernova Inc. Add +118.0% 0.10% +0.07
MRVL Marvell Technology Inc. Add +256.3% 0.08% +0.06
PANW Palo Alto Networks Inc. Add +98.7% 0.11% +0.06
NOW ServiceNow Inc. Add +52.2% 0.13% +0.05
FISV Fiserv Inc. Add +236.6% 0.09% +0.05
GOOGL Alphabet Inc. Class A Add +15.0% 0.38% +0.04
CRM Salesforce Inc. Add +73.6% 0.12% +0.04
DIV Global X Superdividend Use Add +27.0% 2.10% +0.04
NET Cloudflare Inc. Class A New 0.02% +0.02
MSTR Strategy Inc. New 0.02% +0.02
HOOD Robinhood Markets Inc. Class A New 0.02% +0.02
VST Vistra Corp. New 0.02% +0.02
LLY Eli Lilly & Co. Add +33.0% 0.24% +0.02
COIN Coinbase Global Inc. Class A New 0.02% +0.02
VRT Vertiv Holdings Co. Class A New 0.02% +0.02
AMZN Amazon.com Inc. Add +1.7% 2.01% +0.02
WCN Waste Connections Inc. New 0.02% +0.02
DXCM Dexcom Inc. New 0.01% +0.01
KEYS Keysight Technologies Inc. New 0.01% +0.01
RSG Republic Services Inc. New 0.01% +0.01
FERG Ferguson Enterprises Inc. New 0.01% +0.01
FCX Freeport-McMoran Inc. New 0.01% +0.01
EA Electronic Arts Inc. New 0.01% +0.01
COF Capital One Financial Corp. Add +39.6% 0.04% +0.01
SPOT Spotify Technology SA Add +5.6% 0.03% +0.01
APP AppLovin Corp. Class A Add +12.9% 0.02% +0.00
SE Sea Ltd.-ADR Add +7.7% 0.02% +0.00
FTNT Fortinet Inc. Add +9.8% 0.02% +0.00
LMT Lockheed Martin Corp. Add +10.8% 0.03% −0.00
CI The Cigna Group Add +7.3% 0.02% −0.00
NOC Northrop Grumman Corp. Add +5.2% 0.02% −0.00
MO Altria Group Inc. Add +0.1% 2.28% −0.43
MRK Merck & Co. Inc. Add +2.0% 2.32% −0.68

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