Latest National Mutual Insurance Federation of Agricultur Stock Portfolio
National Mutual Insurance Federation of Agricultur Performance:
2024 Q3: 2.32%YTD: 8.23%2023: 13.87%
Performance for 2024 Q3 is 2.32%, and YTD is 8.23%, and 2023 is 13.87%.
About National Mutual Insurance Federation of Agricultur and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, National Mutual Insurance Federation of Agricultural Cooperatives reported an equity portfolio of $11.1 Billions as of 30 Sep, 2024.
The top stock holdings of National Mutual Insurance Federation of Agricultural Cooperatives are IJR, VB, VB. The fund has invested 18.6% of it's portfolio in ISHARES TR and 15.5% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off JOHNSON & JOHNSON (JNJ), NIKE INC (NKE) and PFIZER INC (PFE) stocks. They significantly reduced their stock positions in NORFOLK SOUTHN CORP (NSC) and VANGUARD INDEX FDS (VB). National Mutual Insurance Federation of Agricultural Cooperatives opened new stock positions in ELI LILLY & CO (LLY), DEERE & CO (DE) and SUPER MICRO COMPUTER INC (SMCI). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCH TRADED FD TR II (BAB), SPDR SER TR (BIL) and NVIDIA CORPORATION (NVDA).
The top stock holdings of National Mutual Insurance Federation of Agricultural Cooperatives are IJR, VB, VB. The fund has invested 18.6% of it's portfolio in ISHARES TR and 15.5% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off JOHNSON & JOHNSON (JNJ), NIKE INC (NKE) and PFIZER INC (PFE) stocks. They significantly reduced their stock positions in NORFOLK SOUTHN CORP (NSC) and VANGUARD INDEX FDS (VB). National Mutual Insurance Federation of Agricultural Cooperatives opened new stock positions in ELI LILLY & CO (LLY), DEERE & CO (DE) and SUPER MICRO COMPUTER INC (SMCI). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCH TRADED FD TR II (BAB), SPDR SER TR (BIL) and NVIDIA CORPORATION (NVDA).
National Mutual Insurance Federation of Agricultur Annual Return Estimates Vs S&P 500
Our best estimate is that National Mutual Insurance Federation of Agricultural Cooperatives made a return of 2.32% in the last quarter. In trailing 12 months, it's portfolio return was 15.1%.
New Buys
| Ticker | $ Bought |
|---|---|
| eli lilly & co | 15,061,000 |
| deere & co | 8,346,600 |
| super micro computer inc | 3,123,000 |
New stocks bought by National Mutual Insurance Federation of Agricultur
Additions
| Ticker | % Inc. |
|---|---|
| invesco exch traded fd tr ii | 260 |
| spdr ser tr | 154 |
| nvidia corporation | 40.00 |
Additions to existing portfolio by National Mutual Insurance Federation of Agricultur
Reductions
| Ticker | % Reduced |
|---|---|
| norfolk southn corp | -55.25 |
| vanguard index fds | -7.82 |
National Mutual Insurance Federation of Agricultur reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| pfizer inc | -3,973,160 |
| nike inc | -7,084,780 |
| johnson & johnson | -13,300,600 |
National Mutual Insurance Federation of Agricultur got rid off the above stocks
Sector Distribution
National Mutual Insurance Federation of Agricultural Cooperatives has about 91.2% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 91.2 |
| Technology | 2.4 |
| Financial Services | 1.9 |
| Communication Services | 1.2 |
Market Cap. Distribution
National Mutual Insurance Federation of Agricultural Cooperatives has about 8.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 91.2 |
| MEGA-CAP | 5.5 |
| LARGE-CAP | 3.2 |
Stocks belong to which Index?
About 8.8% of the stocks held by National Mutual Insurance Federation of Agricultural Cooperatives either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 91.2 |
| S&P 500 | 8.8 |
National Mutual Insurance Federation of Agricultur Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of National Mutual Insurance Federation of Agricultur
National Mutual Insurance Federation of Agricultural Cooperatives has 45 stocks in it's portfolio. About 91.2% of the portfolio is in top 10 stocks. SMCI proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for National Mutual Insurance Federation of Agricultural Cooperatives last quarter.
Last Reported on: 24 Oct, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.67 | 319,400 | 74,420,200 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.45 | 270,000 | 50,309,100 | unchanged | 0.00 | ||
| AZO | autozone inc | 0.19 | 6,800 | 21,420,300 | unchanged | 0.00 | ||
| BAB | invesco exch traded fd tr ii | 4.28 | 2,370,000 | 476,014,000 | added | 260 | ||
| BIL | spdr ser tr | 4.59 | 7,555,000 | 510,038,000 | added | 154 | ||
| BLK | blackrock inc | 0.25 | 29,400 | 27,915,600 | unchanged | 0.00 | ||
| COST | costco whsl corp new | 0.10 | 13,000 | 11,524,800 | unchanged | 0.00 | ||
| CVX | chevron corp new | 0.13 | 99,000 | 14,579,700 | unchanged | 0.00 | ||
| DE | deere & co | 0.07 | 20,000 | 8,346,600 | new | |||
| DIS | disney walt co | 0.17 | 193,000 | 18,564,700 | unchanged | 0.00 | ||
| EMR | emerson elec co | 0.17 | 170,800 | 18,680,400 | unchanged | 0.00 | ||
| ETN | eaton corp plc | 0.25 | 84,300 | 27,940,400 | unchanged | 0.00 | ||
| GOOG | alphabet inc | 0.54 | 360,500 | 59,788,900 | unchanged | 0.00 | ||
| HON | honeywell intl inc | 0.13 | 71,000 | 14,676,400 | unchanged | 0.00 | ||
| ICE | intercontinental exchange in | 0.23 | 160,000 | 25,702,400 | unchanged | 0.00 | ||
| IJR | ishares tr | 18.58 | 3,581,850 | 2,066,080,000 | unchanged | 0.00 | ||
| IJR | ishares tr | 4.10 | 4,040,400 | 456,484,000 | unchanged | 0.00 | ||
| IJR | ishares tr | 2.24 | 791,000 | 248,682,000 | unchanged | 0.00 | ||
| INTU | intuit | 0.24 | 42,900 | 26,640,900 | unchanged | 0.00 | ||
| ISRG | intuitive surgical inc | 0.40 | 89,400 | 43,919,500 | unchanged | 0.00 | ||