FUKOKU MUTUAL LIFE INSURANCE CO

CIK 0001033324 · Q1 2026

13F Equity AUM

$1.5B

+0.3% QoQ

Positions

235

-11 QoQ

AUM Rank

#2,133

Top 17%

Skill Alpha (FF)

-0.5%/yr^ns

No Clear Edge

Rank #3,007 · Top 37%

vs S&P -5.9%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 26.2%Top 10: 40.3%Top 20: 62.1%

AVGO12.8%

MRK3.5%

IDV*3.4%

KO3.4%

CSCO3.0%

JPM3.0%

NVDA3.0%

MSFT2.8%

NEE2.7%

MO2.6%

Others (225)59.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services30.6%

Technology28.7%

Healthcare11.3%

Utilities8.5%

Consumer Defensive6.5%

Energy5.1%

Communication Services4.0%

Consumer Cyclical3.2%

Other2.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 235Median: 0.03%Avg: 0.43%

0–0.5%

192(7.7%)

0.5–1%

5(3.9%)

1–3%

33(62.2%)

3–5%

4(13.4%)

5%+

1(12.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 235Unique: 0vs 20 funds

3.2%Low

235

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

4.5%

BANK OF AMERICA CORP /DE/

4.8%

7.9%

5.7%

6.5%

GEODE CAPITAL MANAGEMENT, LLC

6.5%

VANGUARD CAPITAL MANAGEMENT LLC

6.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

7.9%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New11Increased7Decreased64Exited22

New Positions

BALI0.7%

+366K

MPC0.0%

+1K

VLO0.0%

+1K

DOW0.0%

+5K

CIEN0.0%

+585

SLB0.0%

+4K

OXY0.0%

+3K

WAB0.0%

+833

NUE0.0%

+1K

DYH0.0%

+2K

Increased

TSM0.7%

+30K(+2550%)

MSFT2.8%

+27K(+32%)

NVDA3.0%

+25K(+11%)

FOX0.0%

+1K(+39%)

RCL0.0%

+130(+14%)

NEM0.0%

+73(+1%)

APP0.0%

+32(+4%)

Decreased

QCOM1.4%

-35,000(-18%)

PFF1.9%

-21,600(-2%)

INTU0.0%

-6,000(-87%)

SCHW0.0%

-3,600(-41%)

DWD0.0%

-2,760(-46%)

APH0.0%

-2,529(-37%)

DELL0.0%

-2,260(-65%)

PEP0.0%

-2,220(-35%)

T1.5%

-2,156(-0%)

AAPL0.8%

-1,434(-3%)

Exited

-174,000

-79,802

-3,000

-2,733

-5,727

-2,826

-2,312

-966

-2,411

URI

-269

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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