NMNational Mutual Insurance Federation of Agricultural Cooperatives
Institutional investor · Portfolio as of Q4 2020
Top Holdings50 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 10M | $2B | 19.1% | $132.17 | +36.62% | 6 qtrssince 2019-Q3 | Unchanged 0 |
VANGUARD LARGE-CAP ETF | 10.8M | $1.9B | 18.5% | $117.51 | +38.91% | 8 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES CORE S&P 500 ETF | 4.4M | $1.6B | 16.1% | $255.91 | +35.83% | 8 qtrssince 2019-Q1 | Increased 63 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 4.1M | $1.5B | 15.1% | $255.16 | +36.09% | 8 qtrssince 2019-Q1 | Unchanged 0 |
VANGUARD S&P 500 ETF | 3.3M | $1.1B | 11.1% | $233.75 | +36.13% | 8 qtrssince 2019-Q1 | Unchanged 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 2.5M | $790.9M | 7.7% | $267.31 | +13.62% | 2 qtrssince 2020-Q3 | Unchanged 0 |
ISHARES IBOXX INVESTMENT GRA | 3.8M | $521.9M | 5.1% | $91.57 | +22.66% | 8 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES RUSSELL 1000 ETF | 688,000 | $145.7M | 1.4% | $149.39 | +32.42% | 8 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB US LARGE-CAP ETF | 1.5M | $137.9M | 1.4% | $10.50 | +34.33% | 7 qtrssince 2019-Q2 | Unchanged 0 |
MICROSOFT CORP | 145,900 | $32.5M | 0.3% | $159.71 | +33.19% | 8 qtrssince 2019-Q1 | Increased 56 |
AMAZON.COM INC | 9,500 | $30.9M | 0.3% | $124.21 | +32.27% | 8 qtrssince 2019-Q1 | Increased 55 |
ALPHABET INC-CL A | 17,400 | $30.5M | 0.3% | $79.28 | +8.67% | 8 qtrssince 2019-Q1 | Increased 57 |
VISA INC-CLASS A SHARES | 133,300 | $29.2M | 0.3% | $191.99 | +9.21% | 8 qtrssince 2019-Q1 | Increased 57 |
JPMORGAN CHASE & CO | 227,900 | $29M | 0.3% | $104.12 | +5.27% | 8 qtrssince 2019-Q1 | Increased 56 |
MASTERCARD INC - A | 79,100 | $28.2M | 0.3% | $311.99 | +10.62% | 8 qtrssince 2019-Q1 | Increased 56 |
COCA-COLA CO/THE | 456,800 | $25.1M | 0.2% | $45.18 | +3.67% | 8 qtrssince 2019-Q1 | Increased 56 |
THERMO FISHER SCIENTIFIC INC | 50,600 | $23.6M | 0.2% | $398.31 | +14.41% | 8 qtrssince 2019-Q1 | Increased 56 |
MEDTRONIC PLC | 194,900 | $22.8M | 0.2% | $98.26 | +2.09% | 7 qtrssince 2019-Q2 | Increased 56 |
WALMART INC | 157,700 | $22.7M | 0.2% | $42.19 | +6.42% | 8 qtrssince 2019-Q1 | Increased 56 |
APPLE INC | 170,400 | $22.6M | 0.2% | $95.48 | +34.91% | 8 qtrssince 2019-Q1 | Unchanged 0 |
National Mutual Insurance Federation of Agricultural Cooperatives manages $10.2B across 50 positions as of Q4 2020. Top holdings: VTI (19.1%), VV (18.5%), IVV (16.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Exited 4, increased 17, trimmed 1. Top move: IVV (INCREASED, conviction 63). Portfolio: $10.2B across 50 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