Q2 2026 13F · SEC CIK 1033324

FUKOKU MUTUAL LIFE INSURANCE Co

Insurance companyFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.7B
Reported positions: 256
Top holdings a year, 3 yrs: +22.4%
Average holding period: 9.0 yrs

FUKOKU MUTUAL LIFE INSURANCE Co is an insurance company that reported 256 positions worth $1.7B in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were Broadcom Inc (AVGO, 13.2%), Cisco Sys Inc (CSCO, 4.1%), Nvidia Corporation (NVDA, 4.1%). A portfolio copying its top holdings returned 22.4% a year over the last 3 years, against 20.4% for the S&P 500.

FUKOKU MUTUAL LIFE INSURANCE Co holdings largest 50 of 256 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

FUKOKU MUTUAL LIFE INSURANCE Co 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AVGOBroadcom Inc	13.2%	12.8%	599,883	-4.8%	$226.6M
CSCOCisco Sys Inc	4.1%	3.0%	600,335	+0.0%	$70.5M
NVDANvidia Corporation	4.1%	3.0%	351,526	+34.8%	$70.3M
MRKMerck & Co Inc	3.3%	3.5%	447,246	+0.0%	$57.5M
KOCoca Cola Co	3.3%	3.4%	690,975	+0.2%	$56.2M
JPMJpmorgan Chase & Co	3.0%	3.0%	158,696	+2.6%	$51.9M
IDVIshares Tr	3.0%	3.4%	1,232,000	+0.0%	$51.0M
MOAltria Group Inc	2.6%	2.6%	615,521	+0.6%	$44.3M
MSFTMicrosoft Corp	2.5%	2.8%	116,648	+2.0%	$43.5M
ABBVAbbvie Inc	2.5%	2.4%	171,442	+0.0%	$43.1M
NEENextera Energy Inc	2.3%	2.7%	450,469	+0.5%	$39.5M
METMetlife Inc	2.2%	2.1%	444,935	-0.1%	$37.6M
TSMTaiwan Semiconductor Manufac	2.1%	0.7%	75,769	+144.4%	$36.2M
DIVGlobal X Fds	2.1%	2.3%	1,873,000	+0.0%	$35.7M
JEPIJ P Morgan Exchange Traded F	2.0%	1.5%	617,000	+48.7%	$34.8M
FGDFirst Tr Exchange-Traded Fd	2.0%	2.2%	1,063,000	+0.0%	$34.0M
AEPAmerican Elec Pwr Co Inc	1.9%	2.1%	240,766	+0.0%	$32.9M
JNJJohnson & Johnson	1.9%	2.0%	129,663	+1.3%	$32.9M
EMBIshares Tr	1.9%	2.1%	340,000	+0.0%	$32.8M
IBMInternational Business Machs	1.9%	1.8%	114,682	+0.0%	$32.2M
DUKDuke Energy Corp New	1.8%	2.1%	244,404	+0.2%	$30.9M
USBUS Bancorp	1.8%	1.7%	509,566	+0.0%	$30.8M
QCOMQualcomm Inc	1.8%	1.4%	163,044	+0.0%	$30.1M
TXNTexas Instrs Inc	1.7%	1.3%	99,165	+0.0%	$29.6M
PFFIshares Tr	1.7%	1.9%	955,500	+0.0%	$29.1M
PFFDGlobal X US Preferred	1.7%	1.9%	1,551,000	+0.0%	$29.0M
MCDMcdonalds Corp	1.6%	2.1%	104,670	-0.3%	$28.3M
BALIBlackrock ETF Trust	1.5%	0.7%	737,000	+101.4%	$24.9M
FPEIFirst Tr Exch Traded Fd III	1.4%	1.6%	1,259,000	+0.0%	$24.3M
SOSouthern Co	1.3%	1.4%	228,779	-0.3%	$21.9M
VVisa Inc	1.3%	1.2%	63,128	+1.3%	$21.7M
XOMExxon Mobil Corp	1.2%	1.6%	145,620	+0.7%	$19.9M
PFEPfizer Inc	1.0%	1.4%	741,336	-0.4%	$17.9M
VZVerizon Communications Inc	1.0%	1.4%	412,720	+0.0%	$17.5M
GILDGilead Sciences Inc	1.0%	1.2%	133,913	+0.0%	$16.9M
WMBWilliams Cos	1.0%	1.0%	222,012	+2.9%	$16.5M
MUBIshares Tr	1.0%	1.1%	153,000	+0.0%	$16.5M
TAt&t Inc	0.9%	1.5%	785,318	+0.0%	$16.3M
CCitigroup Inc	0.9%	0.8%	109,683	+6.1%	$15.4M
AAPLApple Inc	0.9%	0.8%	51,262	+7.2%	$14.8M
CVXChevron Corporation	0.8%	2.3%	85,766	-49.8%	$14.2M
GOOGLAlphabet Inc	0.8%	0.4%	38,196	+60.5%	$13.7M
CMECme Group Inc	0.6%	0.9%	46,327	+0.0%	$10.2M
AMZNAmazon Com Inc	0.5%	0.4%	35,426	+9.8%	$8.4M
XYLDGlobal X Fds	0.4%	0.5%	178,000	+0.0%	$7.3M
MUMicron Technology Inc	0.4%	—	5,671	—	$6.5M
XLKSelect Sector Spdr Tr	0.3%	—	29,200	—	$5.6M
ETNEaton Corp PLC	0.3%	—	11,357	—	$4.8M
METAMeta Platforms Inc	0.3%	0.3%	7,911	+8.8%	$4.5M
TSLATesla Inc	0.2%	0.2%	10,134	+10.4%	$4.3M

What FUKOKU MUTUAL LIFE INSURANCE Co bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

TSM Taiwan Semiconductor Manufac+144.4% shares
BALI Blackrock ETF Trust+101.4% shares
GOOGL Alphabet Inc+60.5% shares
JEPI J P Morgan Exchange Traded F+48.7% shares
NVDA Nvidia Corporation+34.8% shares
TSLA Tesla Inc+10.4% shares
AMZN Amazon Com Inc+9.8% shares
META Meta Platforms Inc+8.8% shares

Reduced

CVX Chevron Corporation-49.8% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.8% /yr; S&P 500 +20.1%
3 years: +22.4% /yr; S&P 500 +20.4%
5 years: +12.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.7B	256
Q1 2026	$1.5B	235
Q4 2025	$1.5B	246
Q3 2025	$1.6B	261
Q2 2025	$1.6B	264
Q1 2025	$1.4B	267
Q4 2024	$1.4B	266
Q3 2024	$1.4B	275
Q2 2024	$1.3B	268
Q1 2024	$1.3B	274
Q4 2023	$1.2B	281
Q3 2023	$1.1B	278

Questions about FUKOKU MUTUAL LIFE INSURANCE Co's portfolio

What stocks does FUKOKU MUTUAL LIFE INSURANCE Co own?

FUKOKU MUTUAL LIFE INSURANCE Co's latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 256 positions worth $1.7B. The largest are Broadcom Inc (AVGO) at 13.2%, Cisco Sys Inc (CSCO) at 4.1%, Nvidia Corporation (NVDA) at 4.1%, Merck & Co Inc (MRK) at 3.3% and Coca Cola Co (KO) at 3.3%.

What did FUKOKU MUTUAL LIFE INSURANCE Co buy last quarter?

In Q2 2026, FUKOKU MUTUAL LIFE INSURANCE Co added Taiwan Semiconductor Manufac (TSM) (+144.4% shares), Blackrock ETF Trust (BALI) (+101.4% shares) and Alphabet Inc (GOOGL) (+60.5% shares), compared with its Q1 2026 filing.

What did FUKOKU MUTUAL LIFE INSURANCE Co sell last quarter?

In Q2 2026, FUKOKU MUTUAL LIFE INSURANCE Co cut from its top 50 Ishares Tr (IYR), cut from its top 50 Alphabet Inc (GOOG), cut from its top 50 Eli Lilly & Co (LLY) and Chevron Corporation (CVX) (-49.8% shares), compared with its Q1 2026 filing.

How has FUKOKU MUTUAL LIFE INSURANCE Co's portfolio performed?

A portfolio copying FUKOKU MUTUAL LIFE INSURANCE Co's 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.8% against +20.1%. Over 5 years: +12.0% a year against +11.6%.

When is FUKOKU MUTUAL LIFE INSURANCE Co's next 13F filing due?

13F filings are due 45 days after each quarter ends. FUKOKU MUTUAL LIFE INSURANCE Co's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.