TAIYO LIFE INSURANCE CO
CIK 1254890 · View on SEC EDGAR ↗
- Portfolio value
- $1.1M
- Positions
- 11
- As of
- June 30, 2026
#9,155 of 9,443 by 13F value · top 97.0%
Portfolio value QoQ: +20.7% 13F does not disclose cash
- Top 10 holdings weight
- 99.63%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 9
- Effective number of positions
- 7.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $151,871 · sells $0
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held
- New positions
- 1
- Increased
- 1
- Decreased
- 0
- Closed
- 2
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Other/Unmapped
100.0%
Full portfolio 11 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IVV | $236,256 | 21.59% | 315,475 | $30,185 | |||
| VOO | $175,205 | 16.01% | 255,100 | $22,770 | |||
| VGT | $161,591 | 14.77% | 1,352,000 | $43,676 | Up ×1 | ||
| SPY SPY | $142,633 | 13.03% | 191,000 | $18,418 | |||
| QQQ Invesco QQQ Trust, Series 1 | $110,460 | 10.09% | 150,000 | $23,883 | |||
| QQQM Invesco NASDAQ 100 ETF | $79,681 | 7.28% | 263,000 | $17,187 | |||
| SPYM | $75,181 | 6.87% | 855,500 | $9,701 | |||
| VTI | $61,427 | 5.61% | 166,000 | $8,173 | |||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $37,292 | 3.41% | 390,000 | $3,034 | |||
| XLK XLK | $10,479 | 0.96% | 55,000 | ||||
| XLI XLI | $4,075 | 0.37% | 22,000 | $517 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| XLK | $10,479 | 55,000 | 0.96% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VGT | Bought more | +1.2M | +$44K |
| IVV | Price move only | +0 | +$30K |
| QQQ | Price move only | +0 | +$24K |
| VOO | Price move only | +0 | +$23K |
| SPY | Price move only | +0 | +$18K |
| QQQM | Price move only | +0 | +$17K |
| SPYM | Price move only | +0 | +$10K |
| VTI | Price move only | +0 | +$8K |
| DGRW | Price move only | +0 | +$3K |
| XLI | Price move only | +0 | +$517 |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| XLI | June 30, 2025 | 164,900 | $21,613 | No longer tracked |
| XLK | June 30, 2025 | 102,200 | $21,102 | No longer tracked |