TAIYO LIFE INSURANCE CO Long-Term Concentrated

Location: Chuo-Ku, Tokyo, Japan

CIK: 0001254890 · Show all filings

Period: Q3 2026 (← Previous)

Filing Date: Oct 20, 2026

Total Value: $1.118B (100.0% shares, 0.0% debt)

Holdings (11)

Unchanged Positions (11)

VGT VANGUARD WORLD FD INF TECH ETF 15.2%

Value $170M Shares 1,352,000 Share Price $125.67 Est. Cost/Share $101.16 Unrealized @ Report Date +24.2%

IVV ISHARES TR CORE S&P500 ETF 21.6%

Value $242M Shares 315,475 Share Price $765.85 Est. Cost/Share $291.21 Unrealized @ Report Date +163.0%

VOO VANGUARD INDEX FDS S&P 500 ETF SHS 16.0%

Value $179M Shares 255,100 Share Price $700.86 Est. Cost/Share $271.00 Unrealized @ Report Date +158.6%

SPY STATE STR SPDR S&P 500 ETF T TR UNIT 13.0%

Value $146M Shares 191,000 Share Price $762.63 Est. Cost/Share $315.38 Unrealized @ Report Date +141.8%

SPYM SPDR SERIES TRUST ST STR P500ETF 6.9%

Value $76.79M Shares 855,500 Share Price $89.76 Est. Cost/Share $46.17 Unrealized @ Report Date +94.4%

VTI VANGUARD INDEX FDS MRNGSTR TTL STK 5.6%

Value $62.12M Shares 166,000 Share Price $374.24 Est. Cost/Share $197.84 Unrealized @ Report Date +89.2%

DGRW WISDOMTREE TR US QTLY DIV GRT 3.4%

Value $37.92M Shares 390,000 Share Price $97.24 Est. Cost/Share $42.03 Unrealized @ Report Date +131.3%

QQQ INVESCO QQQ TR UNIT SER 1 9.9%

Value $111M Shares 150,000 Share Price $739.77 Est. Cost/Share $301.98 Unrealized @ Report Date +145.0%

QQQM INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 7.2%

Value $80.12M Shares 263,000 Share Price $304.64 Est. Cost/Share $113.76 Unrealized @ Report Date +167.8%

XLI SELECT SECTOR SPDR TR ST STR INDL ETF 0.3%

Value $3.674M Shares 22,000 Share Price $167.00 Est. Cost/Share $153.86 Unrealized @ Report Date +8.5%

XLK SELECT SECTOR SPDR TR ST STR TECHN ETF 1.0%

Value $10.77M Shares 55,000 Share Price $195.75 Est. Cost/Share $170.86 Unrealized @ Report Date +14.6%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
VGT	VANGUARD WORLD FD INF TECH ETF	1,352,000	$170M	15.2%	$125.67	$101.16	+24.2%	Exchanged Traded Fund	92204A702
IVV	ISHARES TR CORE S&P500 ETF	315,475	$242M	21.6%	$765.85	$291.21	+163.0%	Exchanged Traded Fund	464287200
VOO	VANGUARD INDEX FDS S&P 500 ETF SHS	255,100	$179M	16.0%	$700.86	$271.00	+158.6%	Exchanged Traded Fund	922908363
SPY	STATE STR SPDR S&P 500 ETF T TR UNIT	191,000	$146M	13.0%	$762.63	$315.38	+141.8%	Exchanged Traded Fund	78462F103
SPYM	SPDR SERIES TRUST ST STR P500ETF	855,500	$76.79M	6.9%	$89.76	$46.17	+94.4%	Exchanged Traded Fund	78464A854
VTI	VANGUARD INDEX FDS MRNGSTR TTL STK	166,000	$62.12M	5.6%	$374.24	$197.84	+89.2%	Exchanged Traded Fund	922908769
DGRW	WISDOMTREE TR US QTLY DIV GRT	390,000	$37.92M	3.4%	$97.24	$42.03	+131.3%	Exchanged Traded Fund	97717X669
QQQ	INVESCO QQQ TR UNIT SER 1	150,000	$111M	9.9%	$739.77	$301.98	+145.0%	Exchanged Traded Fund	46090E103
QQQM	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF	263,000	$80.12M	7.2%	$304.64	$113.76	+167.8%	Exchanged Traded Fund	46138G649
XLI	SELECT SECTOR SPDR TR ST STR INDL ETF	22,000	$3.674M	0.3%	$167.00	$153.86	+8.5%	Exchanged Traded Fund	81369Y704
XLK	SELECT SECTOR SPDR TR ST STR TECHN ETF	55,000	$10.77M	1.0%	$195.75	$170.86	+14.6%	Exchanged Traded Fund	81369Y803