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Portfolio (Quarterly) Guide ↗

National Mutual Insurance Federation of Agricultural Cooperatives

· CIK 0001542927
13F Portfolio $15.3B AUM 39 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 5 Added 2 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQM INVESCO EXCH TRADED FD TR II 3,322,000.0 $1.01B 6.58% +631K +23.4% $302.97 -3.7%
2 AAPL APPLE INC Technology 364,400.0 $105.4M 0.69% +45K +14.1% $289.36 +7.9%
3 MSFT MICROSOFT CORP Technology 219,900.0 $82.0M 0.54% +42K +23.6% $373.02 +31.1%
4 AVGO BROADCOM INC Technology 156,000.0 $58.9M 0.39% +57K +57.6% $377.75 -4.3%
5 XOM EXXON MOBIL CORP Energy 289,700.0 $39.6M 0.26% +123K +73.8% $136.72 +19.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 75.4%
Technology 12.1%
Communication Services 3.5%
Healthcare 2.2%
Consumer Cyclical 1.9%
Consumer Defensive 1.9%
Industrials 1.6%
Energy 0.9%
Real Estate 0.6%