Q4 2025 · 13F-HR
TAIYO LIFE INSURANCE COholdings as filed
Filed 2026-01-30 · accession 0001254890-26-000001
$1.2M
Reported value
10
Positions
2025-12-31
Period end
The Brief · TAIYO LIFE INSURANCE CO · Q4 2025
AI · grounded in 13F
TAIYO LIFE INSURANCE CO established a new position in XLI with a purchase of $3,413. This was the fund's only addition to its portfolio during the period. The fund ended the quarter with 10 total positions and $1,168,287 in total assets under management.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287200 | IVV | ISHARES TR CORE S&P500 ETF | $264,027 | 22.6% | 385,475 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $181,930 | 15.6% | 290,100 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR TR UNIT | $177,981 | 15.2% | 261,000 | Common | SOLE |
| 92204A702 | VGT | VANGUARD WORLD FD INF TECH ETF | $159,801 | 13.7% | 212,000 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR UNIT SER 1 | $113,033 | 9.68% | 184,000 | Common | SOLE |
| 46138G649 | QQQM | INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF | $96,868 | 8.29% | 383,000 | Common | SOLE |
| 78464A854 | SPYM | SPDR SERIES TRUST STATE STREET SPD | $68,628 | 5.87% | 855,500 | Common | SOLE |
| 922908769 | VTI | VANGUARD INDEX FDS TOTAL STK MKT | $55,655 | 4.76% | 166,000 | Common | SOLE |
| 97717X669 | DGRW | WISDOMTREE TR US QTLY DIV GRT | $46,951 | 4.02% | 525,000 | Common | SOLE |
| 81369Y704 | XLI | SELECT SECTOR SPDR TR STATE STREET IND | $3,413 | 0.29% | 22,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.