Institutional
TAIYO LIFE INSURANCE CO
CIK 0001254890
$906,257
Reported AUM
10
Positions
Q1 2026
Period
2026-05-07
Filed
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR CORE S&P500 ETF | $740.91 | -2.62% | 24.60% | 80.03% | $206K | 22.74% | −70,000 | −18.2% |
| 2 | VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $678.00 | -2.59% | 24.60% | 80.00% | $152K | 16.82% | −35,000 | −12.1% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | $737.55 | -2.58% | 24.51% | 79.50% | $124K | 13.71% | −70,000 | −26.8% |
| 4 | VGT | VANGUARD WORLD FD INF TECH ETF | $115.28 | -6.14% | 47.86% | 130.97% | $118K | 13.01% | −43,000 | −20.3% |
| 5 | QQQ | INVESCO QQQ TR UNIT SER 1 | $705.06 | -4.80% | 33.69% | 99.06% | $87K | 9.55% | −34,000 | −18.5% |
| 6 | SPYM | SPDR SERIES TRUST STATE STREET SPD | $86.81 | -2.58% | 24.60% | 80.04% | $65K | 7.23% | — | HELD |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF | $290.35 | -4.78% | 33.80% | 99.76% | $62K | 6.90% | −120,000 | −31.3% |
| 8 | VTI | VANGUARD INDEX FDS TOTAL STK MKT | $363.38 | -2.68% | 24.59% | 71.45% | $53K | 5.88% | — | HELD |
| 9 | DGRW | WISDOMTREE TR US QTLY DIV GRT | $95.95 | -1.94% | 18.58% | 70.54% | $34K | 3.78% | −135,000 | −25.7% |
| 10 | XLI | SELECT SECTOR SPDR TR STATE STREET IND | $174.18 | -1.12% | 21.80% | 81.29% | $4K | 0.39% | — | HELD |
Source: SEC EDGAR · accession 0001254890-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.