TAIYO LIFE INSURANCE CO Long-Term Concentrated

Location: Chuo-Ku, Tokyo, Japan

CIK: 0001254890 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 7, 2026

Total Value: $906M (100.0% shares, 0.0% debt)

Holdings (10)

IVV ISHARES TR CORE S&P500 ETF 22.7%

Value $206M Shares 315,475 Share Price $653.21 Est. Cost/Share $291.21 Unrealized @ Report Date +124.3%

VOO VANGUARD INDEX FDS S&P 500 ETF SHS 16.8%

Value $152M Shares 255,100 Share Price $597.55 Est. Cost/Share $271.00 Unrealized @ Report Date +120.5%

SPY STATE STR SPDR S&P 500 ETF T TR UNIT 13.7%

Value $124M Shares 191,000 Share Price $650.34 Est. Cost/Share $315.38 Unrealized @ Report Date +106.2%

VGT VANGUARD WORLD FD INF TECH ETF 13.0%

Value $118M Shares 169,000 Share Price $697.72 * Est. Cost/Share $42.81 Unrealized @ Report Date +103.7%

QQQ INVESCO QQQ TR UNIT SER 1 9.6%

Value $86.58M Shares 150,000 Share Price $577.18 Est. Cost/Share $301.98 Unrealized @ Report Date +91.1%

SPYM SPDR SERIES TRUST STATE STREET SPD 7.2%

Value $65.48M Shares 855,500 Share Price $76.54 Est. Cost/Share $46.17 Unrealized @ Report Date +65.8%

QQQM INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 6.9%

Value $62.49M Shares 263,000 Share Price $237.62 Est. Cost/Share $113.76 Unrealized @ Report Date +108.9%

VTI VANGUARD INDEX FDS TOTAL STK MKT 5.9%

Value $53.25M Shares 166,000 Share Price $320.81 Est. Cost/Share $197.84 Unrealized @ Report Date +62.2%

DGRW WISDOMTREE TR US QTLY DIV GRT 3.8%

Value $34.26M Shares 390,000 Share Price $87.84 Est. Cost/Share $42.03 Unrealized @ Report Date +109.0%

XLI SELECT SECTOR SPDR TR STATE STREET IND 0.4%

Value $3.558M Shares 22,000 Share Price $161.73 Est. Cost/Share $153.86 Unrealized @ Report Date +5.1%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
IVV	ISHARES TR CORE S&P500 ETF	315,475	$206M	22.7%	$653.21	$291.21	+124.3%	Exchanged Traded Fund	464287200
VOO	VANGUARD INDEX FDS S&P 500 ETF SHS	255,100	$152M	16.8%	$597.55	$271.00	+120.5%	Exchanged Traded Fund	922908363
SPY	STATE STR SPDR S&P 500 ETF T TR UNIT	191,000	$124M	13.7%	$650.34	$315.38	+106.2%	Exchanged Traded Fund	78462F103
VGT	VANGUARD WORLD FD INF TECH ETF	169,000	$118M	13.0%	$697.72 *	$42.81	+103.7%	Exchanged Traded Fund	92204A702
QQQ	INVESCO QQQ TR UNIT SER 1	150,000	$86.58M	9.6%	$577.18	$301.98	+91.1%	Exchanged Traded Fund	46090E103
SPYM	SPDR SERIES TRUST STATE STREET SPD	855,500	$65.48M	7.2%	$76.54	$46.17	+65.8%	Exchanged Traded Fund	78464A854
QQQM	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF	263,000	$62.49M	6.9%	$237.62	$113.76	+108.9%	Exchanged Traded Fund	46138G649
VTI	VANGUARD INDEX FDS TOTAL STK MKT	166,000	$53.25M	5.9%	$320.81	$197.84	+62.2%	Exchanged Traded Fund	922908769
DGRW	WISDOMTREE TR US QTLY DIV GRT	390,000	$34.26M	3.8%	$87.84	$42.03	+109.0%	Exchanged Traded Fund	97717X669
XLI	SELECT SECTOR SPDR TR STATE STREET IND	22,000	$3.558M	0.4%	$161.73	$153.86	+5.1%	Exchanged Traded Fund	81369Y704