NMNational Mutual Insurance Federation of Agricultural Cooperatives
Institutional investor · Portfolio as of Q3 2019
Top Holdings62 positions
VANGUARD MORNINGSTAR LARGE-CAP ETF | 10.6M | $1.4B | 18.3% | $116.35 | +5.92% | 3 qtrssince 2019-Q1 | Unchanged 0 |
Vanguard Index Funds S&P 500 ETF SHS | 5.3M | $1.4B | 18.1% | $231.74 | +6.08% | 3 qtrssince 2019-Q1 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 4.6M | $1.4B | 17.2% | $253.19 | +6.06% | 3 qtrssince 2019-Q1 | Decreased 0 |
iShares Trust CORE S&P500 ETF | 4.3M | $1.3B | 16.4% | $253.31 | +6.07% | 3 qtrssince 2019-Q1 | Unchanged 0 |
SCHWAB U.S. LARGE-CAP ETF | 7.4M | $522.4M | 6.6% | $10.67 | +0.26% | 2 qtrssince 2019-Q2 | Increased 98 |
ISHARES TR | 3.8M | $481.7M | 6.1% | $90.80 | +8.95% | 3 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES RUSSELL 1000 ETF | 2.8M | $459.9M | 5.8% | $141.98 | +5.63% | 3 qtrssince 2019-Q1 | Unchanged 0 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 2.3M | $346.4M | 4.4% | $136.35 | 0.00% | 1 qtr | New 86 |
STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 1.7M | $109.8M | 1.4% | $24.31 | +9.46% | 3 qtrssince 2019-Q1 | Increased 48 |
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 1.6M | $100.7M | 1.3% | $48.84 | +5.86% | 2 qtrssince 2019-Q2 | Unchanged 0 |
Invesco QQQ Trust, Series 1 UNIT SER 1 | 524,000 | $98.9M | 1.3% | $180.08 | 0.00% | 1 qtr | New 68 |
VANGUARD WHITEHALL FDS INC | 1.1M | $94.8M | 1.2% | $71.56 | +2.14% | 2 qtrssince 2019-Q2 | Unchanged 0 |
Microsoft Corp. | 75,897 | $10.6M | 0.1% | $110.12 | +18.71% | 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 | -2.52% | 3 qtrssince 2019-Q1 | Unchanged 0 |
Visa Inc | 38,301 | $6.6M | 0.1% | $148.12 | +10.46% | 3 qtrssince 2019-Q1 | Unchanged 0 |
MasterCard Incorporated | 22,075 | $6M | 0.1% | $225.67 | +15.64% | 3 qtrssince 2019-Q1 | Unchanged 0 |
JPMorgan Chase & Co. | 47,881 | $5.6M | 0.1% | $82.70 | +17.98% | 3 qtrssince 2019-Q1 | Unchanged 0 |
Alphabet Inc. | 4,310 | $5.3M | 0.1% | $58.29 | +3.76% | 3 qtrssince 2019-Q1 | Unchanged 0 |
Coca-Cola Co (The) | 86,766 | $4.7M | 0.1% | $37.39 | +17.94% | 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 Score: 5/5.0.
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
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