Latest TAIYO LIFE INSURANCE CO Stock Portfolio
$906Million– No. of Holdings #10
TAIYO LIFE INSURANCE CO Performance:
2026 Q1: -4.65%YTD: -4.65%2025: 16.6%
Performance for 2026 Q1 is -4.65%, and YTD is -4.65%, and 2025 is 16.6%.
About TAIYO LIFE INSURANCE CO and 13F Hedge Fund Stock Holdings
On 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, TAIYO LIFE INSURANCE CO reported an equity portfolio of $906.3 Millions as of 31 Mar, 2026.
The top stock holdings of TAIYO LIFE INSURANCE CO are IJR, VB, SPY. The fund has invested 22.7% of it's portfolio in ISHARES TR CORE S&P500 ETF and 16.8% of portfolio in VANGUARD INDEX FDS S&P 500 ETF SHS.
They significantly reduced their stock positions in INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF (BAB), STATE STR SPDR S&P 500 ETF T TR UNIT (SPY) and WISDOMTREE TR US QTLY DIV GRT (JAMF).
The top stock holdings of TAIYO LIFE INSURANCE CO are IJR, VB, SPY. The fund has invested 22.7% of it's portfolio in ISHARES TR CORE S&P500 ETF and 16.8% of portfolio in VANGUARD INDEX FDS S&P 500 ETF SHS.
They significantly reduced their stock positions in INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF (BAB), STATE STR SPDR S&P 500 ETF T TR UNIT (SPY) and WISDOMTREE TR US QTLY DIV GRT (JAMF).
TAIYO LIFE INSURANCE CO Equity Portfolio Value
Last Reported on: 07 May, 2026
TAIYO LIFE INSURANCE CO Annual Return Estimates Vs S&P 500
Our best estimate is that TAIYO LIFE INSURANCE CO made a return of -4.65% in the last quarter. In trailing 12 months, it's portfolio return was 18.2%.
- Performance
- S&P 500
New Buys
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| invesco exch traded fd tr ii nasdaq 100 etf | -31.33 |
| state str spdr s&p 500 etf t tr unit | -26.82 |
| wisdomtree tr us qtly div grt | -25.71 |
| vanguard world fd inf tech etf | -20.28 |
| invesco qqq tr unit ser 1 | -18.48 |
| ishares tr core s&p500 etf | -18.16 |
| vanguard index fds s&p 500 etf shs | -12.06 |
TAIYO LIFE INSURANCE CO reduced stake in above stock
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Sector Distribution
TAIYO LIFE INSURANCE CO has about 96.2% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 96.2 |
| Technology | 3.8 |
Market Cap. Distribution
TAIYO LIFE INSURANCE CO has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- SMALL-CAP
| Category | % |
|---|---|
| UNALLOCATED | 96.2 |
| SMALL-CAP | 3.8 |
Stocks belong to which Index?
About 3.8% of the stocks held by TAIYO LIFE INSURANCE CO either belong to S&P 500 or RUSSELL 2000 index.
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 96.2 |
| RUSSELL 2000 | 3.8 |
| Top 5 Winners (%) | % | |
|---|---|---|
| XLB | 4.3 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| XLB | 0.1 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| VAW | -6.7 % | |
| QQQ | -5.5 % | |
| BAB | -5.1 % | |
| BIL | -4.6 % | |
| VB | -4.4 % | |
| Top 5 Losers ($) | $ | |
|---|---|---|
| IJR | -11.1 M | |
| VAW | -10.7 M | |
| VB | -8.1 M | |
| SPY | -7.1 M | |
| QQQ | -6.2 M | |
TAIYO LIFE INSURANCE CO Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of TAIYO LIFE INSURANCE CO
TAIYO LIFE INSURANCE CO has 10 stocks in it's portfolio. IJR proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for TAIYO LIFE INSURANCE CO last quarter.
Last Reported on: 07 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| BAB | invesco exch traded fd tr ii nasdaq 100 etf | 6.90 | 263,000 | 62,494,000 | reduced | -31.33 | ||
| BIL | spdr series trust state street spd | 7.22 | 855,500 | 65,480,000 | unchanged | 0.00 | ||
| IJR | ishares tr core s&p500 etf | 22.74 | 315,475 | 206,071,000 | reduced | -18.16 | ||
| JAMF | wisdomtree tr us qtly div grt | 3.78 | 390,000 | 34,258,000 | reduced | -25.71 | ||
| QQQ | invesco qqq tr unit ser 1 | 9.55 | 150,000 | 86,577,000 | reduced | -18.48 | ||
| SPY | state str spdr s&p 500 etf t tr unit | 13.71 | 191,000 | 124,215,000 | reduced | -26.82 | ||
| VAW | vanguard world fd inf tech etf | 13.01 | 169,000 | 117,915,000 | reduced | -20.28 | ||
| VB | vanguard index fds s&p 500 etf shs | 16.82 | 255,100 | 152,435,000 | reduced | -12.06 | ||
| VB | vanguard index fds total stk mkt | 5.88 | 166,000 | 53,254,000 | unchanged | 0.00 | ||
| XLB | select sector spdr tr state street ind | 0.39 | 22,000 | 3,558,000 | unchanged | 0.00 | ||