NMNational Mutual Insurance Federation of Agricultural Cooperatives
Institutional investor · Portfolio as of Q2 2019
Top Holdings62 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 6.5M | $1.9B | 23.7% | $255.16 | +4.23% | 2 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD S&P 500 ETF | 5.6M | $1.5B | 18.9% | $233.75 | +4.24% | 2 qtrssince 2019-Q1 | Unchanged 0 |
VANGUARD LARGE-CAP ETF | 10.6M | $1.4B | 17.9% | $117.32 | +4.25% | 2 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES CORE S&P 500 ETF | 4.3M | $1.3B | 16.0% | $255.40 | +4.22% | 2 qtrssince 2019-Q1 | Decreased 0 |
ISHARES IBOXX INVESTMENT GRA | 3.8M | $469.9M | 5.9% | $91.57 | +5.41% | 2 qtrssince 2019-Q1 | Decreased 0 |
ISHARES RUSSELL 1000 ETF | 2.8M | $455M | 5.7% | $142.96 | +4.05% | 2 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES RUSSELL 2000 ETF ETF | 1.7M | $271.3M | 3.4% | $140.43 | +116.52% | 2 qtrssince 2019-Q1 | Unchanged 0 |
SCHWAB US LARGE-CAP ETF | 1.9M | $132.8M | 1.7% | $10.59 | 0.00% | 1 qtr | New 69 |
UTILITIES SELECT SECTOR SPDR | 1.7M | $100.1M | 1.3% | $24.29 | +0.22% | 2 qtrssince 2019-Q1 | Increased 76 |
| 524,000 | $97.9M | 1.2% | — | — | — | Unchanged 0 | |
CONSUMER STAPLES SPDR | 1.6M | $95.2M | 1.2% | $48.84 | 0.00% | 1 qtr | New 68 |
VANGUARD HIGH DVD YIELD ETF | 1.1M | $93.3M | 1.2% | $71.56 | 0.00% | 1 qtr | New 68 |
MICROSOFT CORP | 75,897 | $10.2M | 0.1% | $110.82 | +14.00% | 2 qtrssince 2019-Q1 | Unchanged 0 |
AMAZON.COM INC | 5,060 | $9.6M | 0.1% | $89.04 | +6.33% | 2 qtrssince 2019-Q1 | Unchanged 0 |
APPLE INC | 42,600 | $8.4M | 0.1% | $45.22 | +4.60% | 2 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 38,301 | $6.6M | 0.1% | $148.12 | +11.29% | 2 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 22,075 | $5.8M | 0.1% | $226.44 | +12.51% | 2 qtrssince 2019-Q1 | Unchanged 0 |
JPMORGAN CHASE & CO | 47,881 | $5.4M | 0.1% | $83.49 | +11.29% | 2 qtrssince 2019-Q1 | Unchanged 0 |
CHEVRON CORP | 38,042 | $4.7M | 0.1% | $89.78 | +2.02% | 2 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC-CL A | 4,310 | $4.7M | 0.1% | $58.40 | -8.00% | 2 qtrssince 2019-Q1 | Unchanged 0 |
National Mutual Insurance Federation of Agricultural Cooperatives manages $8B across 62 positions as of Q2 2019. Top holdings: SPY (23.7%), VOO (18.9%), VV (17.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 8 new positions, 3 exits, 4 increased. Top move: XLU (INCREASED, conviction 76). Portfolio: $8.0B across 62 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer