☆DAIDO LIFE INSURANCE CO
Quality Q
0.920
AUM ($M)
735
Positions
6
Turnover
0.08
Top-10 wt
100%
Herfindahl
0.404
History (qtrs)
6
Excess Return
+2.7%
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Holdings · 7 positions · portfolio value $735M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | HOLD | — | 55.3% | +3.1% | 406.5 | 544,324 | +0 | 5 | — |
| ☆IVV funds › | ISHARES TR | TRIM | ETP | 30.5% | -1.8% | 224.2 | 299,416 | -36,021 | 5 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | HOLD | — | 4.4% | +1.1% | 32.5 | 170,556 | +0 | 4 | +21.9% |
| ☆OMFL funds › | INVESCO EXCH TRD SLF IDX FD | HOLD | ETP | 3.8% | +0.2% | 27.6 | 403,056 | +0 | 5 | — |
| ☆XLY funds › | SELECT SECTOR SPDR TR | NEW | — | 3.6% | +3.6% | 26.4 | 225,195 | +225,195 | 1 | -16.5% |
| ☆IWB funds › | ISHARES TR | TRIM | ETP | 2.4% | -2.7% | 17.9 | 43,602 | -54,379 | 5 | — |
| ☆SPYM funds › | SPDR SERIES TRUST | EXIT | — | 0.0% | -3.4% | 0.0 | 0 | -300,182 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 735 | 6 | 0.08 | 100% | 0.404 | 0.919 | — | in |
| 2026Q1 | 678 | 6 | 0.00 | 100% | 0.383 | 0.955 | — | in |
| 2025Q4 | 711 | 6 | 0.03 | 100% | 0.383 | 0.933 | — | in |
| 2025Q3 | 695 | 6 | 0.07 | 100% | 0.404 | 0.915 | — | in |
| 2025Q2 | 668 | 6 | 0.16 | 100% | 0.369 | 0.845 | — | entered |
| 2025Q1 | 738 | 6 | 0.00 | 100% | 0.277 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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