FUKOKU MUTUAL LIFE INSURANCE Co

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), FUKOKU MUTUAL LIFE INSURANCE Co reported 235 stock positions worth $1.5 billion. Its top holding was Broadcom (AVGO) at 12.8% of the portfolio, followed by Merck (MRK, 3.5%) and iShares International Select (IDV, 3.4%). Compared with Q4 2025, it opened 11 new positions, sold out of 22, added to 7 and reduced 64. The biggest buy was a new position in Is US LRG CP Pre Inc. Act-Usd (BALI) and the biggest sale Broadcom (AVGO, shares −0%).

Most Recent 13F
Q2 2026
Location
TOKYO, M0
CIK
0001033324
Portfolio Value
$1.5B (Q1 2026)
SEC Filing
0001033324-26-000002 ↗ filed Apr 28, 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 $1.5B Q1 2026 Q2 2026: $1.7B Q2 2026

Holdings 235 stocks · $1.5B
AVGO Broadcom Inc. 12.76% 630,115 $195.0M Reduce -0.0%
MRK Merck & Co. Inc. 3.52% 447,246 $53.8M No change
IDV iShares International Select 3.43% 1,232,000 $52.4M No change
KO The Coca-Cola Co. 3.43% 689,308 $52.4M No change
CSCO Cisco Systems Inc. 3.05% 600,335 $46.6M No change
JPM JPMorgan Chase & Co. 2.98% 154,637 $45.5M Reduce -0.1%
NVDA Nvidia Corp. 2.98% 260,684 $45.5M Add +10.7%
MSFT Microsoft Corp. 2.77% 114,356 $42.3M Add +31.6%
NEE Nextera Energy Inc. 2.72% 448,217 $41.6M No change
MO Altria Group Inc. 2.64% 611,865 $40.4M Reduce -0.2%
ABBV Abbvie Inc. 2.44% 171,442 $37.3M Reduce -0.2%
DIV Global X Superdividend Use 2.32% 1,873,000 $35.4M No change
CVX Chevron Corp. 2.31% 170,766 $35.3M No change
FGD First Trust DJ GL Sel DVD 2.22% 1,063,000 $33.9M No change
MCD McDonald's Corp. 2.13% 104,935 $32.6M Reduce -0.2%
DUK Duke Energy Corp. 2.09% 243,944 $31.9M Reduce -0.2%
EMB iShares JP Morgan Usd Emergi 2.09% 340,000 $31.9M No change
AEP American Electric Power 2.07% 240,766 $31.6M No change
MET Metlife Inc. 2.06% 445,386 $31.5M No change
JNJ Johnson & Johnson 2.05% 127,979 $31.3M No change
PFF iShares Preferred & Income S 1.90% 955,500 $29.0M Reduce -2.2%
PFFD Global X US Preferred ETF 1.87% 1,551,000 $28.5M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.82% 114,682 $27.8M Reduce -0.1%
USB US Bancorp 1.73% 509,566 $26.5M No change
XOM Exxon Mobil Corp. 1.61% 144,560 $24.5M No change
FPEI First Trust Institutional PR 1.57% 1,259,000 $23.9M No change
JEPI JPMorgan Equity Premium Inco 1.54% 415,000 $23.5M No change
IYR iShares US Real Estate ETF 1.50% 243,000 $23.0M No change
T AT&T Inc. 1.49% 785,318 $22.8M Reduce -0.3%
SO The Southern Co. 1.45% 229,541 $22.2M Reduce -0.2%
QCOM Qualcomm Inc. 1.37% 163,044 $21.0M Reduce -17.7%
PFE Pfizer Inc. 1.37% 744,012 $20.9M No change
VZ Verizon Communications Inc. 1.36% 412,720 $20.7M No change
TXN Texas Instruments Inc. 1.26% 99,165 $19.3M No change
V Visa Inc. Class A 1.23% 62,346 $18.8M No change
GILD Gilead Sciences Inc. 1.22% 133,913 $18.7M No change
MUB iShares National Muni Bond E 1.06% 153,000 $16.2M No change
WMB Williams Cos Inc. 1.03% 215,855 $15.7M Reduce -0.4%
CME Cme Group Inc. 0.90% 46,327 $13.7M No change
AAPL Apple Inc. 0.79% 47,841 $12.1M Reduce -2.9%
C Citigroup Inc. 0.77% 103,352 $11.7M No change
BALI Is US LRG CP Pre Inc. Act-Usd 0.74% 366,000 $11.3M New
TSM Taiwan Semiconductor-SP ADR 0.69% 31,000 $10.5M Add +2549.6%
XYLD Global X S&P 500 Cove Call E 0.46% 178,000 $7.0M No change
GOOGL Alphabet Inc. Class A 0.45% 23,800 $6.8M Reduce -0.3%
AMZN Amazon.com Inc. 0.44% 32,266 $6.7M Reduce -1.7%
META Meta Platforms Inc. Class A 0.27% 7,269 $4.2M Reduce -2.4%
TSLA Tesla Inc. 0.22% 9,181 $3.4M Reduce -1.3%
GOOG Alphabet Inc. Class C 0.21% 11,208 $3.2M Reduce -7.2%
LLY Eli Lilly & Co. 0.17% 2,899 $2.7M Reduce -9.8%
BRK.B Berkshire Hathaway Inc. Class B 0.13% 4,203 $2.0M Reduce -3.5%
WMT Walmart Inc. 0.12% 14,214 $1.8M No change
COST Costco Wholesale Corp. 0.11% 1,615 $1.6M No change
MA Mastercard Inc. Class A 0.10% 3,129 $1.6M Reduce -3.5%
ARM Arm Holdings PLC-ADR 0.10% 10,000 $1.5M No change
NFLX Netflix Inc. 0.10% 15,525 $1.5M No change
PLTR Palantir Technologies Inc. Class A 0.09% 9,463 $1.4M No change
MU Micron Technology Inc. 0.09% 3,986 $1.3M Reduce -23.8%
GS Goldman Sachs Group Inc. 0.09% 1,581 $1.3M No change
CAT Caterpillar Inc. 0.08% 1,811 $1.3M No change
HD Home Depot Inc. 0.08% 3,834 $1.3M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.08% 24,421 $1.2M No change
GLW Corning Inc. 0.08% 8,456 $1.1M Reduce -5.9%
RTX RTX Corp. 0.07% 5,311 $1.0M No change
AMD Advanced Micro Devices 0.07% 4,940 $1.0M No change
PG The Procter & Gamble Co. 0.06% 6,721 $971K No change
PWR Quanta Services Inc. 0.06% 1,720 $944K No change
GE General Electric filed as GE AEROSPACE 0.06% 3,123 $886K Reduce -4.1%
GEV GE Vernova Inc. 0.05% 911 $795K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.05% 4,956 $791K No change
ORCL Oracle Corp. 0.05% 5,245 $772K No change
LRCX Lam Research Corp. 0.05% 3,605 $770K Reduce -6.7%
PM Philip Morris International 0.05% 4,636 $767K Reduce -5.7%
AMAT Applied Materials Inc. 0.05% 2,232 $763K No change
LIN Linde PLC 0.05% 1,525 $756K No change
UNH Unitedhealth Group Inc. 0.05% 2,790 $755K No change
WFC Wells Fargo & Co. 0.05% 9,253 $737K No change
ANET Arista Networks Inc. 0.05% 5,919 $727K Reduce -2.1%
ISRG Intuitive Surgical Inc. 0.05% 1,494 $689K Reduce -48.4%
TMUS T-Mobile US Inc. 0.04% 3,019 $634K No change
PEP Pepsico Inc. 0.04% 4,060 $630K Reduce -35.4%
VRTX Vertex Pharmaceuticals Inc. 0.04% 1,397 $624K No change
INTC Intel Corp. 0.04% 14,133 $624K No change
TMO Thermo Fisher Scientific Inc. 0.04% 1,198 $589K No change
NEM Newmont Corp. 0.04% 5,434 $588K Add +1.4%
BLK BlackRock Inc. 0.04% 585 $563K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.04% 4,742 $563K No change
KLAC KLA Corp. 0.04% 380 $560K No change
BKNG Booking Holdings Inc. 0.04% 130 $547K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.04% 5,642 $544K No change
APH Amphenol Corp. Class A 0.04% 4,300 $543K Reduce -37.0%
MS Morgan Stanley 0.03% 3,237 $533K Reduce -46.0%
COP Conocophillips 0.03% 4,026 $531K No change
CRM Salesforce Inc. 0.03% 2,806 $524K No change
PANW Palo Alto Networks Inc. 0.03% 3,229 $518K No change
CMI Cummins Inc. 0.03% 955 $514K No change
TT Trane Technologies PLC 0.03% 1,223 $510K Reduce -7.6%
AMGN Amgen Inc. 0.03% 1,442 $507K No change
ABT Abbott Laboratories 0.03% 4,896 $503K Reduce -8.0%
CDNS Cadence Design SYS Inc. 0.03% 1,798 $500K No change

Show all 235 holdings

Portfolio Sells Q4 2025 → Q1 2026
AVGO Broadcom Inc. Reduce -0.0% 12.76% −1.55
QCOM Qualcomm Inc. Reduce -17.7% 1.37% −0.85
ICF iShares Select U.S. REIT ETF Sold out 0.00% −0.68
KMB Kimberly-Clark Corp. Sold out 0.00% −0.53
IBM Intl Business Machines Corp. Reduce -0.1% 1.82% −0.41
JPM JPMorgan Chase & Co. Reduce -0.1% 2.98% −0.30
INTU Intuit Inc. Reduce -87.0% 0.03% −0.27
ABBV Abbvie Inc. Reduce -0.2% 2.44% −0.14
SPY SS SPDR S&P 500 ETF Trust-US Sold out 0.00% −0.13
PFF iShares Preferred & Income S Reduce -2.2% 1.90% −0.09
AAPL Apple Inc. Reduce -2.9% 0.79% −0.08
ISRG Intuitive Surgical Inc. Reduce -48.4% 0.05% −0.06
AMZN Amazon.com Inc. Reduce -1.7% 0.44% −0.06
LLY Eli Lilly & Co. Reduce -9.8% 0.17% −0.05
TSLA Tesla Inc. Reduce -1.3% 0.22% −0.05
META Meta Platforms Inc. Class A Reduce -2.4% 0.27% −0.05
GOOGL Alphabet Inc. Class A Reduce -0.3% 0.45% −0.04
SNOW Snowflake Inc. Sold out 0.00% −0.04
GOOG Alphabet Inc. Class C Reduce -7.2% 0.21% −0.04
AXP American Express Co. Reduce -43.9% 0.03% −0.04
MS Morgan Stanley Reduce -46.0% 0.03% −0.04
SCHW Schwab (charles) Corp. Reduce -41.0% 0.03% −0.03
APH Amphenol Corp. Class A Reduce -37.0% 0.04% −0.03
CEG Constellation Energy Reduce -42.8% 0.02% −0.02
HOOD Robinhood Markets Inc. Class A Sold out 0.00% −0.02
BSX Boston Scientific Corp. Reduce -7.7% 0.03% −0.02
MA Mastercard Inc. Class A Reduce -3.5% 0.10% −0.02
PEP Pepsico Inc. Reduce -35.4% 0.04% −0.02
GIS General Mills Inc. Sold out 0.00% −0.02
DELL Dell Technologies -C Reduce -64.7% 0.01% −0.02
CMG Chipotle Mexican Grill Inc. Sold out 0.00% −0.01
PAYX Paychex Inc. Sold out 0.00% −0.01
NDAQ Nasdaq Inc. Sold out 0.00% −0.01
A Agilent Technologies Inc. Sold out 0.00% −0.01
IQV Iqvia Holdings Inc. Sold out 0.00% −0.01
URI United Rentals Inc. Sold out 0.00% −0.01
FISV Fiserv Inc. Sold out 0.00% −0.01
ROK Rockwell Automation Inc. Sold out 0.00% −0.01
SOFI Sofi Technologies Inc. Sold out 0.00% −0.01
VST Vistra Corp. Sold out 0.00% −0.01
CTSH Cognizant Tech Solutions-A Sold out 0.00% −0.01
EW Edwards Lifesciences Corp. Sold out 0.00% −0.01
SE Sea Ltd.-ADR Sold out 0.00% −0.01
MSCI MSCI Inc. Sold out 0.00% −0.01
RKLB Rocket Lab Corp. Sold out 0.00% −0.01
BDX Becton Dickinson and Co. Sold out 0.00% −0.01
ADBE Adobe Inc. Reduce -16.2% 0.02% −0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -3.5% 0.13% −0.01
ABT Abbott Laboratories Reduce -8.0% 0.03% −0.01
CRH CRH PLC Reduce -10.0% 0.03% −0.01

Portfolio Buys Q4 2025 → Q1 2026
BALI Is US LRG CP Pre Inc. Act-Usd New 0.74% +0.74
TSM Taiwan Semiconductor-SP ADR Add +2549.6% 0.69% +0.66
NVDA Nvidia Corp. Add +10.7% 2.98% +0.09
VLO Valero Energy Corp. New 0.02% +0.02
MPC Marathon Petroleum Corp. New 0.02% +0.02
CIEN Ciena Corp. New 0.01% +0.01
DOW Dow Inc. New 0.01% +0.01
OXY Occidental Petroleum Corp. New 0.01% +0.01
MSFT Microsoft Corp. Add +31.6% 2.77% +0.01
ADM Archer-Daniels-Midland Co. New 0.01% +0.01
SLB SLB Ltd. New 0.01% +0.01
TGT Target Corp. New 0.01% +0.01
WAB Wabtec Corp. New 0.01% +0.01
NUE Nucor Corp. New 0.01% +0.01
NEM Newmont Corp. Add +1.4% 0.04% +0.00
RCL Royal Caribbean Cruises Ltd. Add +13.6% 0.02% +0.00
FOX Fox Corp. Class B Add +39.4% 0.02% +0.00
APP AppLovin Corp. Class A Add +4.2% 0.02% −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