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TAIYO LIFE INSURANCE CO

NIHONBASHI 2-7-1 INVESTMENT ADMINISTRATION DEPARTMENT, CHUO-KU, TOKYO, M0 103-6031 • 81332726901

Q2 2025 · Filed 2025-07-16
Market Value
$1.1B
-4.6%
Holdings
11
New Purchases
0
Added To
0
Closed
2
Reduced
4
Top 10 Concentration
100.0%
Turnover
18.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 22.47% 19.41% +3.06% $239M
VGT 13.20% 10.31% +2.90% $141M
VOO 15.47% 13.36% +2.11% $165M
QQQ 9.53% 7.73% +1.80% $102M
QQQM 8.17% 6.63% +1.54% $87M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VTI 6.04% 10.12% -4.07% $64M
DGRW 4.13% 6.08% -1.96% $44M
XLI 0.00% 1.94% -1.94% $0
XLK 0.00% 1.89% -1.89% $0
SPLG 5.84% 7.28% -1.44% $62M
SPY 15.14% 15.25% -0.11% $161M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 5 $731M 68.7%
Large Cap 6 $334M 31.3%

Portfolio Analytics

Avg Market Cap
$433.0B
Median Market Cap
$149.0B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
1.09
# Stocks
0
# ETFs / Funds
11

Top Holdings (11 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 22.47% 385,475 $239M $620.90 $23M
2 VOO 15.47% 290,100 $165M $568.03 $16M
3 SPY 15.14% 261,000 $161M $617.85 -$9M -43,200 -14.2%
4 VGT 13.20% 212,000 $141M $663.28 $26M
5 QQQ 9.53% 184,000 $102M $551.64 $15M
6 QQQM 8.17% 383,000 $87M $227.10 $13M
7 VTI 6.04% 211,800 $64M $303.93 -$49M -199,000 -48.4%
8 SPLG 5.84% 855,500 $62M $72.69 -$19M -380,000 -30.8%
9 DGRW 4.13% 525,000 $44M $83.74 -$24M -325,000 -38.2%
10 XLK —% -$21M -102,200 -100.0% SOLD
11 XLI —% -$22M -164,900 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
XLK —%
XLI —%
View SEC EDGAR Filings for TAIYO LIFE INSURANCE CO →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms