National Mutual Insurance Federation of Agricultural Cooperatives
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 84.6%; sector active share 72.1% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
42 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 90.5% | $13,172,468,111 |
| Technology | 3.9% | $574,322,988 |
| Financial Services | 1.4% | $197,644,519 |
| Communication Services | 1.0% | $152,516,208 |
| Healthcare | 0.8% | $115,195,435 |
| Consumer Cyclical | 0.7% | $96,231,486 |
| Consumer Defensive | 0.6% | $90,124,810 |
| Industrials | 0.5% | $76,146,633 |
| Energy | 0.3% | $47,148,675 |
| Real Estate | 0.3% | $39,451,620 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQM | Invesco Ltd. | +217,000 | 3,539,000 | $0 | |
| WMT | Walmart Inc. | +65,000 | 404,100 | $41,994,072 | |
| AMZN | Amazon Com Inc | +39,000 | 309,000 | $76,987,350 | |
| ISRG | Intuitive Surgical Inc | +15,000 | 87,200 | $35,458,136 | |
| EQIX | Equinix Inc | +12,000 | 39,000 | $39,451,620 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| V | Visa Inc. | −35,000 | 75,300 | $27,057,549 | |
| META | Meta Platforms, Inc. | −27,000 | 65,600 | $47,571,808 | |
| AAPL | Apple Inc. | −19,000 | 345,400 | $115,025,108 | |
| MU | Micron Technology Inc | −11,000 | 89,000 | $94,794,790 | |
| AMAT | Applied Materials Inc | −8,000 | 97,000 | $49,603,860 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IVV |
iShares Core S&P 500 ETF
|
Held | 3,581,847 | $2,743,157,524 | 18.84% | |
| VV |
VANGUARD LARGE-CAP INDEX FUND
|
Held | 6,543,317 | $2,302,266,086 | 15.81% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Held | 2,925,650 | $2,050,471,059 | 14.08% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 2,617,832 | $1,996,437,218 | 13.71% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 1,759,000 | $1,301,255,430 | 8.94% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Held | 2,686,800 | $1,005,508,032 | 6.91% | |
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
Held | 9,536,000 | $855,951,360 | 5.88% | |
| LQD |
iShares iBoxx $ Investment Grade Corporate Bond ETF
|
Held | 4,040,400 | $412,848,072 | 2.84% | |
| IWB |
iShares Russell 1000 ETF
|
Held | 791,000 | $329,158,830 | 2.26% | |
| BBUS |
JPMORGAN BETABUILDERS U.S. EQUITY ETF
|
Held | 1,275,000 | $175,414,500 | 1.20% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 511,000 | $116,702,180 | 0.80% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 345,400 | $115,025,108 | 0.79% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 219,900 | $112,786,710 | 0.77% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 305,000 | $104,944,400 | 0.72% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 89,000 | $94,794,790 | 0.65% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 309,000 | $76,987,350 | 0.53% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 156,000 | $54,785,640 | 0.38% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 160,900 | $53,230,547 | 0.37% | |
| AMAT |
Applied Materials Inc
Technology
|
Reduced | 97,000 | $49,603,860 | 0.34% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 65,600 | $47,571,808 | 0.33% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 289,700 | $47,148,675 | 0.32% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 36,300 | $42,002,004 | 0.29% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 404,100 | $41,994,072 | 0.29% | |
| EQIX |
Equinix Inc
Real Estate
|
Added | 39,000 | $39,451,620 | 0.27% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Held | 55,900 | $37,735,295 | 0.26% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 68,100 | $37,555,107 | 0.26% | |
| ETN |
Eaton Corp plc
Industrials
|
Held | 84,300 | $36,224,553 | 0.25% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 87,200 | $35,458,136 | 0.24% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Held | 29,400 | $31,113,726 | 0.21% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Held | 203,000 | $30,862,090 | 0.21% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 75,300 | $27,057,549 | 0.19% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 308,500 | $26,555,680 | 0.18% | |
| EMR |
Emerson Electric Co
Industrials
|
Held | 170,800 | $26,491,080 | 0.18% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Held | 23,700 | $21,575,058 | 0.15% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
Held | 6,800 | $19,244,136 | 0.13% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Held | 50,000 | $17,825,500 | 0.12% | |
| DE |
Deere & Co
Industrials
|
Held | 20,000 | $13,431,000 | 0.09% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 19,000 | $11,623,440 | 0.08% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 33,000 | $10,840,830 | 0.07% | |
| ANET |
Arista Networks, Inc.
Technology
|
NEW | 21,000 | $4,275,390 | 0.03% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
NEW | 4,000 | $3,885,040 | 0.03% | |
| QQQM |
Invesco Ltd.
Financial Services
|
Added | 3,539,000 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.