1y return+18.8%S&P 500 +20.9%
3y return+63.0%S&P 500 +68.5%
5y return+60.8%S&P 500 +74.5%
10y return+121.4%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $221 against $357 in the S&P 500.2
FUKOKU MUTUAL LIFE INSURANCE CoS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AVGOBroadcom Inc | $226.6M | 13.2% | −4.8% |
| CSCOCisco Sys Inc | $70.5M | 4.1% | |
| NVDANvidia Corporation | $70.3M | 4.1% | +34.8% |
| MRKMerck & Co Inc | $57.5M | 3.3% | |
| KOCoca Cola Co | $56.2M | 3.3% | |
| JPMJpmorgan Chase & Co | $51.9M | 3.0% | +2.6% |
| IDVIshares Tr | $51.0M | 3.0% | |
| MOAltria Group Inc | $44.3M | 2.6% | |
| MSFTMicrosoft Corp | $43.5M | 2.5% | +2.0% |
| ABBVAbbvie Inc | $43.1M | 2.5% | |
| NEENextera Energy Inc | $39.5M | 2.3% | |
| METMetlife Inc | $37.6M | 2.2% | |
| TSMTaiwan Semiconductor Manufac | $36.2M | 2.1% | +144.4% |
| DIVGlobal X Fds | $35.7M | 2.1% | |
| JEPIJ P Morgan Exchange Traded F | $34.8M | 2.0% | +48.7% |
| FGDFirst Tr Exchange-traded Fd | $34.0M | 2.0% | |
| AEPAmerican Elec Pwr Co Inc | $32.9M | 1.9% | |
| JNJJohnson & Johnson | $32.9M | 1.9% | +1.3% |
| EMBIshares Tr | $32.8M | 1.9% | |
| IBMInternational Business Machs | $32.2M | 1.9% | |
| DUKDuke Energy Corp New | $30.9M | 1.8% | |
| USBUs Bancorp | $30.8M | 1.8% | |
| QCOMQualcomm Inc | $30.1M | 1.8% | |
| TXNTexas Instrs Inc | $29.6M | 1.7% | |
| PFFIshares Tr | $29.1M | 1.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $70.3M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $226.6M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $51.9M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $14.8M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $19.9M |
| CCitigroup Inc | June 30, 2020 | +173.9% | $15.4M |
| ABBVAbbvie Inc | June 30, 2020 | +156.3% | $43.1M |
| CSCOCisco Sys Inc | June 30, 2020 | +151.8% | $70.5M |
| TXNTexas Instrs Inc | June 30, 2020 | +134.8% | $29.6M |
| IBMInternational Business Machs | June 30, 2020 | +132.9% | $32.2M |
Sold off last quarter
- IYRIshares Tr was $23.0M
- BSXBoston Scientific Corp was $468K
- Honeywell Intl IncCUSIP 438516106 was $388K
- INTUIntuit was $387K
- Medtronic PLCCUSIP G5960L103 was $296K
- VICIVici Pptys Inc was $262K
- EOGEog Res Inc was $249K
- HCAHca Healthcare Inc was $247K
- FOXFox Corp was $244K
- CBOECboe Global Mkts Inc was $237K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.3% | +14.8% |
| March 31, 2026 | +0.3% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +7.2% | +7.8% |
| June 30, 2025 | +10.2% | +10.5% |
| March 31, 2025 | −1.8% | −4.6% |
| December 31, 2024 | +1.1% | +2.1% |
| September 30, 2024 | +7.3% | +5.4% |
| June 30, 2024 | +2.4% | +4.0% |
| March 31, 2024 | +8.6% | +10.0% |
| December 31, 2023 | +10.0% | +11.2% |
| September 30, 2023 | −4.4% | −3.6% |
| June 30, 2023 | +2.5% | +8.3% |
| March 31, 2023 | +1.3% | +7.0% |
| December 31, 2022 | +10.7% | +7.1% |
| September 30, 2022 | −8.2% | −5.3% |
| June 30, 2022 | −11.2% | −16.5% |
| March 31, 2022 | −2.7% | −4.9% |
| December 31, 2021 | +9.4% | +10.7% |
| September 30, 2021 | −1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: FUKOKU MUTUAL LIFE INSURANCE Co Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1033324&type=13F-HR&dateb=&owner=include&count=40CIK 1033324
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1033324/000103332426000003/Filed July 24, 2026 · accession 0001033324-26-000003