NMNational Mutual Insurance Federation of Agricultural Cooperatives
Institutional investor · Portfolio as of Q3 2019
Top Holdings62 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD LARGE-CAP ETF | 10.6M | $1.4B | 18.3% | $117.32 | +5.35% | 3 qtrssince 2019-Q1 | Unchanged 0 |
VANGUARD S&P 500 ETF | 5.3M | $1.4B | 18.1% | $233.75 | +5.56% | 3 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 4.6M | $1.4B | 17.2% | $255.16 | +5.57% | 3 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 4.3M | $1.3B | 16.4% | $255.40 | +5.53% | 3 qtrssince 2019-Q1 | Unchanged 0 |
SCHWAB US LARGE-CAP ETF | 7.4M | $522.4M | 6.6% | $10.67 | +0.26% | 2 qtrssince 2019-Q2 | Increased 98 |
ISHARES IBOXX INVESTMENT GRA | 3.8M | $481.7M | 6.1% | $91.57 | +8.95% | 3 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES RUSSELL 1000 ETF | 2.8M | $459.9M | 5.8% | $142.96 | +5.07% | 3 qtrssince 2019-Q1 | Unchanged 0 |
VANGUARD TOTAL STOCK MARKET VIPERS | 2.3M | $346.4M | 4.4% | $136.88 | 0.00% | 1 qtr | New 86 |
UTILITIES SELECT SECTOR SPDR | 1.7M | $109.8M | 1.4% | $24.31 | +9.46% | 3 qtrssince 2019-Q1 | Increased 48 |
CONSUMER STAPLES SPDR | 1.6M | $100.7M | 1.3% | $48.84 | +5.86% | 2 qtrssince 2019-Q2 | Unchanged 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 524,000 | $98.9M | 1.3% | $180.08 | 0.00% | 1 qtr | New 68 |
VANGUARD HIGH DVD YIELD ETF | 1.1M | $94.8M | 1.2% | $71.56 | +2.14% | 2 qtrssince 2019-Q2 | Unchanged 0 |
MICROSOFT CORP | 75,897 | $10.6M | 0.1% | $110.82 | +17.61% | 3 qtrssince 2019-Q1 | Unchanged 0 |
APPLE INC | 42,600 | $9.5M | 0.1% | $45.22 | +18.81% | 3 qtrssince 2019-Q1 | Unchanged 0 |
AMAZON.COM INC | 5,060 | $8.8M | 0.1% | $89.04 | -3.11% | 3 qtrssince 2019-Q1 | Unchanged 0 |
VISA INC-CLASS A SHARES | 38,301 | $6.6M | 0.1% | $148.12 | +10.46% | 3 qtrssince 2019-Q1 | Unchanged 0 |
MASTERCARD INC - A | 22,075 | $6M | 0.1% | $226.44 | +14.60% | 3 qtrssince 2019-Q1 | Unchanged 0 |
JPMORGAN CHASE & CO | 47,881 | $5.6M | 0.1% | $83.49 | +18.01% | 3 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC-CL A | 4,310 | $5.3M | 0.1% | $58.40 | +4.18% | 3 qtrssince 2019-Q1 | Unchanged 0 |
COCA-COLA CO/THE | 86,766 | $4.7M | 0.1% | $38.11 | +17.66% | 3 qtrssince 2019-Q1 | Unchanged 0 |
National Mutual Insurance Federation of Agricultural Cooperatives manages $7.9B across 62 positions as of Q3 2019. Top holdings: VV (18.3%), VOO (18.1%), SPY (17.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Added 4 new positions, exited 4, increased 5, trimmed 7. Top move: SCHX (INCREASED, conviction 98). Portfolio: $7.9B 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