2026 Q3 Portfolio Activity
In 2026 Q3, TAIYO LIFE INSURANCE CO maintained a portfolio of 11 distinct positions.
Position History
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Total Positions
11
Quarter
2026 Q3
Top Holding
IVV (21.6%)
Top 10 Concentration
99.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-11 of 11
TAIYO LIFE INSURANCE CO Full Holdings List — 2026 Q3
| 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 | 21.60% | 21.59% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
315,475 | $241,607 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 15.99% | 16.01% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
255,100 | $178,789 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 15.19% | 14.77% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
1,352,000 | $169,906 | 2022 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 13.02% | 13.03% |
#4
Prev: #4
|
5.5 |
—
|
no change | no change |
P
S
|
191,000 | $145,662 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
QQQ
INVESCO QQQ TR ...
|
ETF | 9.92% | 10.09% |
#5
Prev: #5
|
5.5 |
—
|
no change | no change |
P
S
|
150,000 | $110,966 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 7.16% | 7.28% |
#6
Prev: #6
|
3.9 |
—
|
no change | no change |
P
S
|
263,000 | $80,120 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 6.87% | 6.87% |
#7
Prev: #7
|
3.7 |
—
|
no change | no change |
P
S
|
855,500 | $76,790 | 2022 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 5.56% | 5.61% |
#8
Prev: #8
|
3.2 |
—
|
no change | no change |
P
S
|
166,000 | $62,124 | 2022 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
DGRW
WISDOMTREE TR U...
|
ETF | 3.39% | 3.41% |
#9
Prev: #9
|
2.4 |
—
|
no change | no change |
P
S
|
390,000 | $37,924 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
XLK
SELECT SECTOR S...
|
ETF | 0.96% | 0.96% |
#10
Prev: #10
|
1.4 |
—
|
no change | no change |
P
S
|
55,000 | $10,766 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
XLI
SELECT SECTOR S...
|
ETF | 0.33% | 0.37% |
#11
Prev: #11
|
1.1 |
—
|
no change | no change |
P
S
|
22,000 | $3,674 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 |
Showing 1-11 of 11 holdings