2026 Q1 Portfolio Activity
In 2026 Q1, TAIYO LIFE INSURANCE CO maintained a portfolio of 10 distinct positions. The fund also reduced its exposure to SPDR S&P 500 ETF TR TR UNIT by 26.8%.
Position History
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Total Positions
10
Quarter
2026 Q1
Top Holding
IVV (22.7%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-10 of 10
TAIYO LIFE INSURANCE CO Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR CORE...
|
ETF | 22.74% | 22.60% |
#1
Prev: #1
|
6.5 |
—
|
-70,000 | -18.2% |
P
S
|
315,475 | $206,071 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 16.82% | 15.57% |
#2
Prev: #2
|
6.0 |
—
|
-35,000 | -12.1% |
P
S
|
255,100 | $152,435 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 13.71% | 15.23% |
#3
Prev: #3
|
5.0 |
—
|
-70,000 | -26.8% |
P
S
|
191,000 | $124,215 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 13.01% | 13.68% |
#4
Prev: #4
|
4.5 |
—
|
-43,000 | -20.3% |
P
S
|
169,000 | $117,915 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
QQQ
INVESCO QQQ TR ...
|
ETF | 9.55% | 9.68% |
#5
Prev: #5
|
4.8 |
—
|
-34,000 | -18.5% |
P
S
|
150,000 | $86,577 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 7.23% | 5.87% |
#6
1
Prev: #7
|
3.9 |
—
|
no change | no change |
P
S
|
855,500 | $65,480 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 6.90% | 8.29% |
#7
1
Prev: #6
|
2.8 |
—
|
-120,000 | -31.3% |
P
S
|
263,000 | $62,494 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 5.88% | 4.76% |
#8
Prev: #8
|
3.4 |
—
|
no change | no change |
P
S
|
166,000 | $53,254 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DGRW
WISDOMTREE TR U...
|
ETF | 3.78% | 4.02% |
#9
Prev: #9
|
1.5 |
—
|
-135,000 | -25.7% |
P
S
|
390,000 | $34,258 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
XLI
SELECT SECTOR S...
|
Unknown | 0.39% | 0.29% |
#10
Prev: #10
|
1.2 |
—
|
no change | no change |
P
S
|
22,000 | $3,558 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 |
Showing 1-10 of 10 holdings