Data as of Q4 2025 (Dec 31, 2025)

TAIYO LIFE INSURANCE CO

โ€ขCIK: 1254890โ€ขFiling: Q4 2025

**TAIYO LIFE INSURANCE CO** manages $1.2B across a concentrated portfolio of 10 holdings, exhibiting a strong tilt toward broad U.S. equity indices. The top five positions alone account for over $890 million, heavily weighted toward core market ETFs such as IVV ($264.0M), VOO ($181.9M), and SPY ($178.0M). Significant allocations are also directed into sector-specific and technology indices, notably VGT ($159.8M) and NDQ ($113.0M). This structure suggests a core mandate focused on capturing broad market beta exposure with tactical overweighting in growth technology sectors.

Total AUM
$1.2B
QoQ Performance
+2.4%
Positions
10
Top 10 Concentration
100.0%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
VOO
SPY
VGT
NDQ
QQQM
SPYM
IVV22.6%
VOO15.6%
SPY15.2%
VGT13.7%
NDQ9.7%
QQQM8.3%
SPYM5.9%
VTI4.8%

๐Ÿ“ˆ Biggest Buys

XLI
SELECT SECTOR SPDR TR STATE STREET IND
NEW
0.3% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

ETF53.4%
Other46.6%

Changes from Q3 2025

NEW1 new position

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023