Filed: 8/1/2023ACC: 0001085146-23-002991
📋 What this filing means
FUKOKU MUTUAL LIFE INSURANCE CO filed this quarterly 13F‑HR report disclosing 269 equity positions with a total reported market value of $1.06B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
269
Positions
$1.06B
Total AUM (reported)
14.04M
Total Shares
Allocation by class
COM$817.03M77.0%
COM NEW$45.93M4.3%
JPMORGAN USD EMG$29.42M2.8%
INTL SEL DIV ETF$23.64M2.2%
U.S. REAL ES ETF$21.03M2.0%
US PFD ETF$17.82M1.7%
PFD AND INCM SEC$17.55M1.7%
Portfolio Concentration
Top 3$178.55M16.8%
4–10$223.12M21.0%
11–25$318.77M30.0%
Rest$341.24M32.1%
Top 3 weight
16.8%
Top 10 weight
37.8%
Voting Authority Distribution
Total shares with voting rights: 14.04M
Sole
Full voting authority
14.04M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole269
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings269
Rows:
BROADCOM INC
SOLEShares81.65K
TypeSH
Market value$70.83M
6.67%
Sole
81.65K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares162.21K
TypeSH
Market value$55.24M
5.20%
Sole
162.21K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares454.85K
TypeSH
Market value$52.48M
4.94%
Sole
454.85K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares580.50K
TypeSH
Market value$34.96M
3.29%
Sole
580.50K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares452.64K
TypeSH
Market value$33.59M
3.16%
Sole
452.64K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares245.62K
TypeSH
Market value$33.09M
3.12%
Sole
245.62K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares107.03K
TypeSH
Market value$31.94M
3.01%
Sole
107.03K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares616.47K
TypeSH
Market value$31.90M
3.00%
Sole
616.47K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares340K
TypeSH
Market value$29.42M
2.77%
Sole
340K
Shared
0.00
None
0.00
ALTRIA GROUP INC
SOLEShares623.15K
TypeSH
Market value$28.23M
2.66%
Sole
623.15K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares173.37K
TypeSH
Market value$27.28M
2.57%
Sole
173.37K
Shared
0.00
None
0.00
METLIFE INC
SOLEShares454.98K
TypeSH
Market value$25.72M
2.42%
Sole
454.98K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares898K
TypeSH
Market value$23.64M
2.23%
Sole
898K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares633.88K
TypeSH
Market value$23.57M
2.22%
Sole
633.88K
Shared
0.00
None
0.00
PFIZER INC
SOLEShares637.02K
TypeSH
Market value$23.37M
2.20%
Sole
637.02K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares160.10K
TypeSH
Market value$23.28M
2.19%
Sole
160.10K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares242.64K
TypeSH
Market value$21.77M
2.05%
Sole
242.64K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares243K
TypeSH
Market value$21.03M
1.98%
Sole
243K
Shared
0.00
None
0.00
AMERICAN ELEC PWR CO INC
SOLEShares241.87K
TypeSH
Market value$20.37M
1.92%
Sole
241.87K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares166.54K
TypeSH
Market value$19.83M
1.87%
Sole
166.54K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares148.60K
TypeSH
Market value$19.37M
1.82%
Sole
148.60K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares99.08K
TypeSH
Market value$17.84M
1.68%
Sole
99.08K
Shared
0.00
None
0.00
GLOBAL X FDS
SOLEShares919K
TypeSH
Market value$17.82M
1.68%
Sole
919K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares567.50K
TypeSH
Market value$17.55M
1.65%
Sole
567.50K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares153K
TypeSH
Market value$16.33M
1.54%
Sole
153K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 81.65K | SH | $70.83M 6.67% | 81.65K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 162.21K | SH | $55.24M 5.20% | 162.21K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 454.85K | SH | $52.48M 4.94% | 454.85K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 580.50K | SH | $34.96M 3.29% | 580.50K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 452.64K | SH | $33.59M 3.16% | 452.64K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 245.62K | SH | $33.09M 3.12% | 245.62K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 107.03K | SH | $31.94M 3.01% | 107.03K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 616.47K | SH | $31.90M 3.00% | 616.47K | 0.00 | 0.00 |
ISHARES TRSOLE | JPMORGAN USD EMG | 340K | SH | $29.42M 2.77% | 340K | 0.00 | 0.00 |
ALTRIA GROUP INCSOLE | COM | 623.15K | SH | $28.23M 2.66% | 623.15K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 173.37K | SH | $27.28M 2.57% | 173.37K | 0.00 | 0.00 |
METLIFE INCSOLE | COM | 454.98K | SH | $25.72M 2.42% | 454.98K | 0.00 | 0.00 |
ISHARES TRSOLE | INTL SEL DIV ETF | 898K | SH | $23.64M 2.23% | 898K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 633.88K | SH | $23.57M 2.22% | 633.88K | 0.00 | 0.00 |
PFIZER INCSOLE | COM | 637.02K | SH | $23.37M 2.20% | 637.02K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 160.10K | SH | $23.28M 2.19% | 160.10K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 242.64K | SH | $21.77M 2.05% | 242.64K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. REAL ES ETF | 243K | SH | $21.03M 1.98% | 243K | 0.00 | 0.00 |
AMERICAN ELEC PWR CO INCSOLE | COM | 241.87K | SH | $20.37M 1.92% | 241.87K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 166.54K | SH | $19.83M 1.87% | 166.54K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 148.60K | SH | $19.37M 1.82% | 148.60K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 99.08K | SH | $17.84M 1.68% | 99.08K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | US PFD ETF | 919K | SH | $17.82M 1.68% | 919K | 0.00 | 0.00 |
ISHARES TRSOLE | PFD AND INCM SEC | 567.50K | SH | $17.55M 1.65% | 567.50K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 153K | SH | $16.33M 1.54% | 153K | 0.00 | 0.00 |
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