§ 13F · FUND PROFILE
TAIYO LIFE INSURANCE CO.
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $1M (13F)Positions · 9Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR CORE S&P500 ETF | 315K | $206K | 22.7% | −18% |
| 2 | VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | 255K | $152K | 16.8% | −12% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | 191K | $124K | 13.7% | −27% |
| 4 | VGT | VANGUARD WORLD FD INF TECH ETF | 169K | $118K | 13.0% | −20% |
| 5 | QQQ | INVESCO QQQ TR UNIT SER 1 | 150K | $87K | 9.6% | −18% |
| 6 | SPYM | SPDR SERIES TRUST STATE STREET SPD | 856K | $65K | 7.2% | ±0% |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF | 263K | $62K | 6.9% | −31% |
| 8 | VTI | VANGUARD INDEX FDS TOTAL STK MKT | 166K | $53K | 5.9% | ±0% |
| 9 | DGRW | WISDOMTREE TR US QTLY DIV GRT | 390K | $34K | 3.8% | −26% |
| 10 | XLI | SELECT SECTOR SPDR TR STATE STREET IND | 22K | $4K | 0.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TAIYO SIGNAL
AC read
TAIYO LIFE INSURANCE CO is a Income / Defensive fund managing $1 million in assets. The fund runs a focused portfolio of just 9 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed