TAIYO LIFE INSURANCE CO Long-Term Concentrated

Location: Chuo-Ku, Tokyo, Japan

CIK: 0001254890 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 30, 2026

Total Value: $1.168B (100.0% shares, 0.0% debt)

Holdings (10)

IVV ISHARES TR CORE S&P500 ETF 22.6%

Value $264M Shares 385,475 Share Price $684.94 Est. Cost/Share $291.21 Unrealized @ Report Date +135.2%

VOO VANGUARD INDEX FDS S&P 500 ETF SHS 15.6%

Value $182M Shares 290,100 Share Price $627.13 Est. Cost/Share $271.00 Unrealized @ Report Date +131.4%

SPY SPDR S&P 500 ETF TR TR UNIT 15.2%

Value $178M Shares 261,000 Share Price $681.92 Est. Cost/Share $315.38 Unrealized @ Report Date +116.2%

VGT VANGUARD WORLD FD INF TECH ETF 13.7%

Value $160M Shares 212,000 Share Price $753.78 * Est. Cost/Share $42.81 Unrealized @ Report Date +120.1%

QQQ INVESCO QQQ TR UNIT SER 1 9.7%

Value $113M Shares 184,000 Share Price $614.31 Est. Cost/Share $301.98 Unrealized @ Report Date +103.4%

QQQM INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 8.3%

Value $96.87M Shares 383,000 Share Price $252.92 Est. Cost/Share $113.76 Unrealized @ Report Date +122.3%

SPYM SPDR SERIES TRUST STATE STREET SPD 5.9%

Value $68.63M Shares 855,500 Share Price $80.22 Est. Cost/Share $46.17 Unrealized @ Report Date +73.7%

VTI VANGUARD INDEX FDS TOTAL STK MKT 4.8%

Value $55.66M Shares 166,000 Share Price $335.27 Est. Cost/Share $197.84 Unrealized @ Report Date +69.5%

DGRW WISDOMTREE TR US QTLY DIV GRT 4.0%

Value $46.95M Shares 525,000 Share Price $89.43 Est. Cost/Share $42.03 Unrealized @ Report Date +112.8%

XLI SELECT SECTOR SPDR TR STATE STREET IND 0.3%

Value $3.413M Shares 22,000 Share Price $155.14 Est. Cost/Share $153.86 Unrealized @ Report Date +0.8%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
IVV	ISHARES TR CORE S&P500 ETF	385,475	$264M	22.6%	$684.94	$291.21	+135.2%	Exchanged Traded Fund	464287200
VOO	VANGUARD INDEX FDS S&P 500 ETF SHS	290,100	$182M	15.6%	$627.13	$271.00	+131.4%	Exchanged Traded Fund	922908363
SPY	SPDR S&P 500 ETF TR TR UNIT	261,000	$178M	15.2%	$681.92	$315.38	+116.2%	Exchanged Traded Fund	78462F103
VGT	VANGUARD WORLD FD INF TECH ETF	212,000	$160M	13.7%	$753.78 *	$42.81	+120.1%	Exchanged Traded Fund	92204A702
QQQ	INVESCO QQQ TR UNIT SER 1	184,000	$113M	9.7%	$614.31	$301.98	+103.4%	Exchanged Traded Fund	46090E103
QQQM	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF	383,000	$96.87M	8.3%	$252.92	$113.76	+122.3%	Exchanged Traded Fund	46138G649
SPYM	SPDR SERIES TRUST STATE STREET SPD	855,500	$68.63M	5.9%	$80.22	$46.17	+73.7%	Exchanged Traded Fund	78464A854
VTI	VANGUARD INDEX FDS TOTAL STK MKT	166,000	$55.66M	4.8%	$335.27	$197.84	+69.5%	Exchanged Traded Fund	922908769
DGRW	WISDOMTREE TR US QTLY DIV GRT	525,000	$46.95M	4.0%	$89.43	$42.03	+112.8%	Exchanged Traded Fund	97717X669
XLI	SELECT SECTOR SPDR TR STATE STREET IND	22,000	$3.413M	0.3%	$155.14	$153.86	+0.8%	Exchanged Traded Fund	81369Y704