13F
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FUKOKU MUTUAL LIFE INSURANCE Co

13F equity value
$1.5B
Positions
235
Top 10 concentration
40.3%
Quarters / total new picks
31 / 298
13F equity value over time
$0M$809M$2B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 31 quarters, returned +0.9% per quarter — versus +2.2% per quarter from simply owning every 13F stock. It beat that baseline in only 41.9% of quarters (excess t = -0.42, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-0.9%
t-stat
-0.42
Quarterly win rate
42%
Annualized excess
-6.2%
$1 → follow vs universe
$1.09 vs $1.73
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920180930: universe 1.00320181231: universe 0.99220190331: universe 0.97520190630: universe 1.04820190930: universe 1.12720191231: universe 0.90920200630: universe 1.00420200930: universe 1.23220201231: universe 1.28820210331: universe 1.29920210630: universe 1.40320210930: universe 1.26020211231: universe 1.07220220331: universe 1.15120220630: universe 1.06620220930: universe 1.14520221231: universe 1.06420230331: universe 1.12120230630: universe 1.08120230930: universe 1.22720231231: universe 1.28220240331: universe 1.31020240630: universe 1.42920240930: universe 1.41720241231: universe 1.32320250331: universe 1.44220250630: universe 1.48720250930: universe 1.67220251231: universe 1.730 20180331: follow 0.96520180630: follow 0.97720180930: follow 1.14220181231: follow 1.16120190331: follow 1.19620190630: follow 1.27820190930: follow 1.46120191231: follow 1.08620200630: follow 1.15220200930: follow 1.38020201231: follow 1.22820210331: follow 1.04320210630: follow 1.04120210930: follow 0.93020211231: follow 0.80320220331: follow 0.91920220630: follow 0.88420220930: follow 0.86720221231: follow 0.84120230331: follow 0.83920230630: follow 0.84820230930: follow 1.01120231231: follow 1.02520240331: follow 0.97820240630: follow 1.04820240930: follow 1.05420241231: follow 0.98320250331: follow 0.99920250630: follow 0.96120250930: follow 0.91320251231: follow 1.094 0.74 1.30 1.87 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 235 · 2026 Q1

Ticker Value Weight QoQ
AVGO $195M
12.8%
HOLD
MRK $54M
3.5%
HOLD
IDV $52M
3.4%
HOLD
KO $52M
3.4%
HOLD
CSCO $47M
3.0%
HOLD
JPM $45M
3.0%
HOLD
NVDA $45M
3.0%
ADD
MSFT $42M
2.8%
ADD
NEE $42M
2.7%
HOLD
MO $40M
2.6%
HOLD
ABBV $37M
2.4%
HOLD
DIV $35M
2.3%
HOLD
CVX $35M
2.3%
HOLD
FGD $34M
2.2%
HOLD
MCD $33M
2.1%
HOLD
DUK $32M
2.1%
HOLD
EMB $32M
2.1%
HOLD
AEP $32M
2.1%
HOLD
MET $31M
2.1%
HOLD
JNJ $31M
2.1%
HOLD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.