Filed: 11/2/2022ACC: 0001315863-22-000742
📋 What this filing means
FUKOKU MUTUAL LIFE INSURANCE CO filed this quarterly 13F‑HR report disclosing 257 equity positions with a total reported market value of $1.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
257
Positions
$1.07M
Total AUM (reported)
15.55M
Total Shares
Allocation by class
COM$625.0K58.7%
COM NEW$37.9K3.6%
PFD AND INCM SEC$35.9K3.4%
SELECT DIVID ETF$35.2K3.3%
HIGH DIV YLD$31.8K3.0%
REAL ESTATE ETF$30.7K2.9%
CORE HIGH DV ETF$28.8K2.7%
Portfolio Concentration
Top 3$113.5K10.7%
4–10$228.9K21.5%
11–25$337.0K31.6%
Rest$385.8K36.2%
Top 3 weight
10.7%
Top 10 weight
32.1%
Voting Authority Distribution
Total shares with voting rights: 15.55M
Sole
Full voting authority
15.55M
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)
Sole257
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings257
Rows:
MERCK & CO INC
SOLEShares454.85K
TypeSH
Market value$39.2K
3.68%
Sole
454.85K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares163.38K
TypeSH
Market value$38.1K
3.57%
Sole
163.38K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares81.69K
TypeSH
Market value$36.3K
3.40%
Sole
81.69K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.14M
TypeSH
Market value$35.9K
3.37%
Sole
1.14M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares328K
TypeSH
Market value$35.2K
3.30%
Sole
328K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares249.54K
TypeSH
Market value$33.5K
3.14%
Sole
249.54K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares589.14K
TypeSH
Market value$33.0K
3.10%
Sole
589.14K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares335K
TypeSH
Market value$31.8K
2.98%
Sole
335K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares383K
TypeSH
Market value$30.7K
2.88%
Sole
383K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares316K
TypeSH
Market value$28.8K
2.71%
Sole
316K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares354.56K
TypeSH
Market value$27.8K
2.61%
Sole
354.56K
Shared
0.00
None
0.00
METLIFE INC
SOLEShares448.98K
TypeSH
Market value$27.3K
2.56%
Sole
448.98K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares340K
TypeSH
Market value$27.0K
2.53%
Sole
340K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares174.33K
TypeSH
Market value$25.0K
2.35%
Sole
174.33K
Shared
0.00
None
0.00
PFIZER INC
SOLEShares570.47K
TypeSH
Market value$25.0K
2.34%
Sole
570.47K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares106.71K
TypeSH
Market value$24.6K
2.31%
Sole
106.71K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares644.79K
TypeSH
Market value$24.5K
2.30%
Sole
644.79K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares610.98K
TypeSH
Market value$24.4K
2.29%
Sole
610.98K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares898K
TypeSH
Market value$20.2K
1.90%
Sole
898K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares243K
TypeSH
Market value$19.8K
1.86%
Sole
243K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares168.67K
TypeSH
Market value$19.1K
1.79%
Sole
168.67K
Shared
0.00
None
0.00
GLOBAL X FDS
SOLEShares919K
TypeSH
Market value$18.8K
1.77%
Sole
919K
Shared
0.00
None
0.00
ALTRIA GROUP INC
SOLEShares456.52K
TypeSH
Market value$18.4K
1.73%
Sole
456.52K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares280K
TypeSH
Market value$18.3K
1.72%
Sole
280K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares147.21K
TypeSH
Market value$16.6K
1.56%
Sole
147.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERCK & CO INCSOLE | COM | 454.85K | SH | $39.2K 3.68% | 454.85K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 163.38K | SH | $38.1K 3.57% | 163.38K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 81.69K | SH | $36.3K 3.40% | 81.69K | 0.00 | 0.00 |
ISHARES TRSOLE | PFD AND INCM SEC | 1.14M | SH | $35.9K 3.37% | 1.14M | 0.00 | 0.00 |
ISHARES TRSOLE | SELECT DIVID ETF | 328K | SH | $35.2K 3.30% | 328K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 249.54K | SH | $33.5K 3.14% | 249.54K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 589.14K | SH | $33.0K 3.10% | 589.14K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 335K | SH | $31.8K 2.98% | 335K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 383K | SH | $30.7K 2.88% | 383K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE HIGH DV ETF | 316K | SH | $28.8K 2.71% | 316K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 354.56K | SH | $27.8K 2.61% | 354.56K | 0.00 | 0.00 |
METLIFE INCSOLE | COM | 448.98K | SH | $27.3K 2.56% | 448.98K | 0.00 | 0.00 |
ISHARES TRSOLE | JPMORGAN USD EMG | 340K | SH | $27.0K 2.53% | 340K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 174.33K | SH | $25.0K 2.35% | 174.33K | 0.00 | 0.00 |
PFIZER INCSOLE | COM | 570.47K | SH | $25.0K 2.34% | 570.47K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 106.71K | SH | $24.6K 2.31% | 106.71K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 644.79K | SH | $24.5K 2.30% | 644.79K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 610.98K | SH | $24.4K 2.29% | 610.98K | 0.00 | 0.00 |
ISHARES TRSOLE | INTL SEL DIV ETF | 898K | SH | $20.2K 1.90% | 898K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. REAL ES ETF | 243K | SH | $19.8K 1.86% | 243K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 168.67K | SH | $19.1K 1.79% | 168.67K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | US PFD ETF | 919K | SH | $18.8K 1.77% | 919K | 0.00 | 0.00 |
ALTRIA GROUP INCSOLE | COM | 456.52K | SH | $18.4K 1.73% | 456.52K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI INT-UTILS | 280K | SH | $18.3K 1.72% | 280K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 147.21K | SH | $16.6K 1.56% | 147.21K | 0.00 | 0.00 |
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