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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 MU MICRON TECHNOLOGY INC Technology 100,000.0 $115.4M 0.76% -32K -24.2% $1154.29 -20.6%
2 GOOGL ALPHABET INC Communication Services 305,000.0 $109.0M 0.71% -35K -10.3% $357.37 -1.8%

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%