SUMITOMO LIFE INSURANCE CO
CIK 937760 · View on SEC EDGAR ↗
- Portfolio value
- $6.1B
- Positions
- 291
- As of
- June 30, 2026
#695 of 9,443 by 13F value · top 7.4%
Portfolio value QoQ: +43.8% 13F does not disclose cash
- Top 10 holdings weight
- 72.34%
- Top 25 holdings weight
- 84.83%
- Positions above 1%
- 16
- Effective number of positions
- 6.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 2.76% Est. buys $1,633,489,215 · sells $143,292,828
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 84.6% still held
- New positions
- 18
- Increased
- 50
- Decreased
- 214
- Closed
- 9
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
8.4%
Industrials
3.0%
Communication Services
2.4%
Retail
2.1%
Healthcare
2.0%
Financial Services
1.8%
Financials
1.1%
Utilities
0.5%
Materials
0.5%
Consumer Discretionary
0.4%
Energy
0.4%
Consumer products
0.3%
Consumer Staples
0.3%
Telecommunication
0.2%
Communications
0.2%
Real Estate
0.2%
Packaging
0.0%
Logistics & Transportation
0.0%
Other/Unmapped
76.2%
Full portfolio 291 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SCHD | $1,888,962,607 | 30.88% | 59,569,934 | $494,556,607 | Up ×2 | ||
| IVV | $1,385,446,500 | 22.65% | 1,850,000 | $713,293,410 | Up ×3 | ||
| RDIV | $255,200,000 | 4.17% | 4,400,000 | Up ×1 | |||
| TIP | $212,227,667 | 3.47% | 1,939,392 | $45,202,773 | Up ×1 | ||
| PBP | $142,438,000 | 2.33% | 6,220,000 | $5,660,200 | |||
| IVVW | $135,138,000 | 2.21% | 3,030,000 | $2,848,200 | |||
| NVDA NVIDIA Corporation - Common Stock | $124,605,247 | 2.04% | 622,746 | $13,911,649 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $101,555,232 | 1.66% | 350,965 | $11,644,795 | Down ×1 | ||
| VWO | $92,792,045 | 1.52% | 1,554,566 | $55,597,862 | Up ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $86,976,353 | 1.42% | 243,379 | $12,751,653 | Down ×1 | ||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $85,867,186 | 1.40% | 890,369 | $-39,783,820 | Down ×2 | ||
| XYLD | $69,750,900 | 1.14% | 1,710,000 | $2,838,600 | |||
| AMZN Amazon.com, Inc. - Common Stock | $68,302,762 | 1.12% | 286,577 | $12,015,920 | Up ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $65,462,772 | 1.07% | 175,494 | $-363,449 | Down ×2 | ||
| VNQ | $64,790,738 | 1.06% | 671,894 | $41,189,176 | Up ×1 | ||
| BKLN | $62,923,623 | 1.03% | 3,089,034 | $24,694,040 | Up ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $48,687,064 | 0.80% | 128,887 | $9,172,541 | Up ×2 | ||
| USHY | $48,126,000 | 0.79% | 1,300,000 | $25,627,812 | Up ×1 | ||
| LLY Eli Lilly and Company Common Stock | $44,965,431 | 0.73% | 37,489 | $9,098,080 | Down ×1 | ||
| SCHP | $44,072,150 | 0.72% | 1,663,100 | $19,194,461 | Up ×1 | ||
| VWOB Vanguard Emerging Markets Government Bond ETF | $41,251,740 | 0.67% | 613,500 | $11,947,431 | Up ×1 | ||
| VOO | $33,653,690 | 0.55% | 49,000 | $8,795,610 | Up ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $33,441,669 | 0.55% | 102,165 | $2,948,455 | Down ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $27,547,937 | 0.45% | 80,781 | $15,030,953 | Up ×5 | ||
| MA Mastercard Incorporated Common Stock | $25,389,816 | 0.42% | 49,435 | $894,484 | Up ×4 | ||
| MU Micron Technology, Inc. - Common Stock | $25,207,385 | 0.41% | 21,838 | $20,506,679 | Up ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $25,113,158 | 0.41% | 44,583 | $-1,339,273 | Down ×3 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $25,027,362 | 0.41% | 24,746 | $4,218,546 | Up ×4 | ||
| USRT | $23,622,975 | 0.39% | 355,500 | $8,843,232 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $22,113,865 | 0.36% | 62,587 | $1,919,208 | Down ×2 | ||
| WMT Walmart Inc. - Common Stock | $20,340,250 | 0.33% | 179,589 | $-1,751,017 | Up ×6 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $19,378,712 | 0.32% | 57,878 | $5,258,780 | Up ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $18,671,649 | 0.31% | 37,242 | $1,723,203 | Up ×6 | ||
| IFRA | $18,571,584 | 0.30% | 294,600 | $9,070,664 | Up ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $18,174,709 | 0.30% | 207,072 | $178,466 | Up ×3 | ||
| WM Waste Management, Inc. Common Stock | $17,705,810 | 0.29% | 79,441 | $426,751 | Up ×4 | ||
| GSG | $17,597,580 | 0.29% | 615,300 | $-3,246,498 | Down ×2 | ||
| FEZ | $16,627,428 | 0.27% | 242,100 | $-3,312,668 | Down ×3 | ||
| GEV GE Vernova Inc. Common Stock | $16,614,870 | 0.27% | 14,142 | $5,062,038 | Up ×3 | ||
| IEMG | $15,988,120 | 0.26% | 193,000 | $3,921,370 | Up ×1 | ||
| DDOG Datadog, Inc. - Class A Common Stock | $15,800,467 | 0.26% | 60,687 | $8,576,987 | Down ×3 | ||
| PG Procter & Gamble Company (The) Common Stock | $15,471,107 | 0.25% | 105,504 | $557,388 | Up ×2 | ||
| UBER Uber Technologies, Inc. Common Stock | $15,270,427 | 0.25% | 211,619 | $-67,135 | Down ×1 | ||
| SYY Sysco Corporation Common Stock | $14,359,044 | 0.23% | 171,800 | $4,431,406 | Up ×3 | ||
| SPGI S&P Global Inc. Common Stock | $14,163,688 | 0.23% | 34,778 | $-593,483 | Up ×4 | ||
| APH Amphenol Corporation Common Stock | $13,934,041 | 0.23% | 79,027 | $8,801,072 | Up ×1 | ||
| MELI MercadoLibre, Inc. - Common Stock | $12,390,947 | 0.20% | 7,300 | $-230,899 | |||
| CME CME Group Inc. - Class A Common Stock | $12,160,004 | 0.20% | 55,065 | $-4,202,681 | Down ×1 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $12,123,672 | 0.20% | 30,486 | $147,152 | Up ×2 | ||
| CDNS Cadence Design Systems, Inc. - Common Stock | $11,652,185 | 0.19% | 31,046 | $3,333,869 | Up ×4 | ||
| VMC Vulcan Materials Company (Holding Company) Common Stock | $11,431,933 | 0.19% | 38,751 | $805,425 | Down ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $10,923,432 | 0.18% | 18,804 | $7,294,037 | Up ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $10,107,018 | 0.17% | 24,030 | $657,133 | Down ×1 | ||
| TMUS T-Mobile US, Inc. - Common Stock | $9,547,863 | 0.16% | 56,924 | $-1,229,196 | Up ×4 | ||
| BAC Bank of America Corporation Common Stock | $8,131,274 | 0.13% | 142,704 | $341,853 | Down ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $7,592,737 | 0.12% | 7,130 | $2,245,281 | Down ×1 | ||
| BSX Boston Scientific Corporation Common Stock | $7,569,426 | 0.12% | 177,353 | $-1,995,494 | Up ×4 | ||
| PAYX Paychex, Inc. - Common Stock | $7,266,587 | 0.12% | 73,900 | $2,061,807 | Up ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $6,891,613 | 0.11% | 58,672 | $3,203,838 | Up ×4 | ||
| JNJ Johnson & Johnson Common Stock | $6,427,981 | 0.11% | 25,310 | $-121,055 | Down ×1 | ||
| KLAC KLA Corporation - Common Stock | $6,271,646 | 0.10% | 20,787 | $2,702,524 | Up ×3 | ||
| V Visa Inc. | $6,203,067 | 0.10% | 18,080 | $422,425 | Down ×1 | ||
| COHR Coherent Corp. Common Stock | $6,158,466 | 0.10% | 15,612 | Up ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $6,106,458 | 0.10% | 8,446 | $3,040,602 | Down ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $5,919,429 | 0.10% | 43,296 | $-1,849,811 | Down ×1 | ||
| INTC Intel Corporation - Common Stock | $5,835,975 | 0.10% | 41,796 | $4,509,913 | Up ×3 | ||
| MDB MongoDB, Inc. - Class A Common Stock | $5,676,710 | 0.09% | 16,900 | $2,494,700 | Up ×1 | ||
| BRKB | $5,428,731 | 0.09% | 10,849 | $-71,047 | Down ×1 | ||
| GE GE Aerospace Common Stock | $5,325,279 | 0.09% | 14,249 | $1,044,892 | Down ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $5,180,957 | 0.08% | 6,789 | $2,124,047 | Down ×2 | ||
| WDC Western Digital Corporation - Common Stock | $4,984,571 | 0.08% | 7,804 | $2,275,884 | Down ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $4,965,095 | 0.08% | 11,458 | $2,373,827 | Down ×1 | ||
| ABBV AbbVie Inc. Common Stock | $4,942,461 | 0.08% | 19,641 | $219,883 | Down ×1 | ||
| PWR Quanta Services, Inc. Common Stock | $4,611,136 | 0.08% | 6,404 | $-359,142 | Down ×2 | ||
| PM Philip Morris International Inc Common Stock | $4,396,294 | 0.07% | 24,301 | $-213,385 | Down ×2 | ||
| SNDK Sandisk Corporation - Common Stock | $4,320,087 | 0.07% | 1,900 | ||||
| AXP American Express Company Common Stock | $4,314,717 | 0.07% | 12,756 | $-145,351 | Down ×2 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $4,238,616 | 0.07% | 9,947 | $116,112 | Down ×2 | ||
| NEM Newmont Corporation | $4,175,235 | 0.07% | 44,712 | $1,033,536 | Down ×1 | ||
| MS Morgan Stanley Common Stock | $4,120,596 | 0.07% | 19,712 | $688,982 | Down ×1 | ||
| WMB Williams Companies, Inc. (The) Common Stock | $4,116,949 | 0.07% | 55,380 | $-1,009,383 | Down ×2 | ||
| FIX Comfort Systems USA, Inc. Common Stock | $4,082,817 | 0.07% | 2,060 | $562,256 | Down ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $4,054,327 | 0.07% | 4,334 | $-513,308 | Down ×1 | ||
| TT Trane Technologies plc | $3,884,584 | 0.06% | 7,909 | $-286,567 | Down ×2 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $3,789,555 | 0.06% | 3,927 | $2,009,398 | Down ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $3,643,253 | 0.06% | 44,829 | $888,798 | Up ×3 | ||
| HD Home Depot, Inc. (The) Common Stock | $3,605,800 | 0.06% | 10,224 | $48,526 | Down ×1 | ||
| PH Parker-Hannifin Corporation Common Stock | $3,594,591 | 0.06% | 3,675 | $-574,542 | Down ×2 | ||
| GLW Corning Incorporated Common Stock | $3,526,211 | 0.06% | 13,805 | $2,451,776 | Up ×1 | ||
| C Citigroup, Inc. Common Stock | $3,521,534 | 0.06% | 25,161 | $503,013 | Down ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $3,486,957 | 0.06% | 20,526 | $-454,035 | Down ×2 | ||
| TD Toronto Dominion Bank (The) Common Stock | $3,456,748 | 0.06% | 28,467 | $646,811 | Down ×1 | ||
| APP Applovin Corporation - Class A Common Stock | $3,412,368 | 0.06% | 6,623 | $341,002 | Down ×1 | ||
| HWM Howmet Aerospace Inc. Common Stock | $3,282,512 | 0.05% | 12,209 | $-134,518 | Down ×2 | ||
| VRTX Vertex Pharmaceuticals Incorporated - Common Stock | $3,257,555 | 0.05% | 6,558 | $-205,363 | Down ×2 | ||
| WELL Welltower Inc. Common Stock | $3,255,658 | 0.05% | 14,344 | $255,804 | Down ×1 | ||
| ECL Ecolab Inc. Common Stock | $3,243,856 | 0.05% | 11,643 | $-371,622 | Down ×2 | ||
| CVX Chevron Corporation Common Stock | $3,243,757 | 0.05% | 19,569 | $-1,039,280 | Down ×1 | ||
| KEYS Keysight Technologies Inc. Common Stock | $3,219,594 | 0.05% | 9,197 | $472,699 | Down ×1 | ||
| IBKR Interactive Brokers Group, Inc. - Class A Common Stock | $3,160,422 | 0.05% | 36,310 | $-232,113 | Down ×2 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| IVV | $1,385,446,500 | 22.65% | up ×3 |
| AMZN | $68,302,762 | 1.12% | up ×6 |
| PANW | $27,547,937 | 0.45% | up ×5 |
| MA | $25,389,816 | 0.42% | up ×4 |
| MU | $25,207,385 | 0.41% | up ×3 |
| GS | $25,027,362 | 0.41% | up ×4 |
| WMT | $20,340,250 | 0.33% | up ×6 |
| TMO | $18,671,649 | 0.31% | up ×6 |
| NEE | $18,174,709 | 0.30% | up ×3 |
| WM | $17,705,810 | 0.29% | up ×4 |
| GEV | $16,614,870 | 0.27% | up ×3 |
| SYY | $14,359,044 | 0.23% | up ×3 |
| SPGI | $14,163,688 | 0.23% | up ×4 |
| CDNS | $11,652,185 | 0.19% | up ×4 |
| AMD | $10,923,432 | 0.18% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| RDIV | $255,200,000 | 4,400,000 | 4.17% |
| COHR | $6,158,466 | 15,612 | 0.10% |
| SNDK | $4,320,087 | 1,900 | 0.07% |
| BEP | $1,654,713 | 47,700 | 0.03% |
| MRVL | $1,368,805 | 4,595 | 0.02% |
| DCI | $1,155,789 | 12,875 | 0.02% |
| PLD | $1,134,290 | 8,373 | 0.02% |
| FTAI | $1,004,478 | 3,713 | 0.02% |
| BAM | $938,307 | 20,921 | 0.02% |
| BE | $671,086 | 2,217 | 0.01% |
| NDSN | $641,695 | 2,127 | 0.01% |
| CIEN | $623,502 | 1,271 | 0.01% |
| LITE | $544,868 | 635 | 0.01% |
| RKLB | $521,871 | 5,134 | 0.01% |
| MPWR | $518,385 | 375 | 0.01% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IVV | Bought more | +821K | +$713.3M |
| SCHD | Bought more | +14.1M | +$494.6M |
| VWO | Bought more | +866K | +$55.6M |
| TIP | Bought more | +426K | +$45.2M |
| VNQ | Bought more | +406K | +$41.2M |
| EMB | Trimmed | -447K | -$39.8M |
| USHY | Bought more | +689K | +$25.6M |
| BKLN | Bought more | +1.2M | +$24.7M |
| SCHP | Bought more | +728K | +$19.2M |
| PANW | Bought more | +3K | +$15.0M |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| VYM | June 30, 2025 | 5,773,322 | $744,527,605 | No longer tracked |
| SPYM | March 31, 2025 | 9,052,600 | $624,086,244 | No longer tracked |
| SCHD | June 30, 2025 | 18,570,000 | $519,217,200 | No longer tracked |
| IVV | March 31, 2025 | 555,000 | $326,717,400 | No longer tracked |
| TIP | Dec. 31, 2025 | 1,471,634 | $163,675,133 | No longer tracked |
| VWO | March 31, 2025 | 2,423,347 | $106,724,202 | No longer tracked |
| EMB | June 30, 2025 | 1,143,647 | $103,602,982 | |
| GSG | June 30, 2025 | 2,208,431 | $50,285,974 | No longer tracked |
| VNQ | March 31, 2025 | 524,956 | $46,763,080 | No longer tracked |
| ZTS | June 30, 2026 | 64,900 | $7,671,829 | 6.6% |
| BX | Sept. 30, 2025 | 39,300 | $5,878,494 | -16.1% |
| AFRM | June 30, 2026 | 71,600 | $3,280,712 | -7.6% |
| BAH | June 30, 2025 | 21,978 | $2,298,459 | -26.3% |
| ACGL | June 30, 2025 | 20,954 | $2,015,356 | 9.5% |
| ADP | March 31, 2026 | 7,512 | $1,932,312 | 37.3% |
| FISV | Dec. 31, 2025 | 13,638 | $1,758,347 | -23.3% |
| IQV | June 30, 2025 | 9,872 | $1,740,434 | 62.5% |
| DFS | June 30, 2025 | 8,144 | $1,390,181 | No longer tracked |
| BR | March 31, 2026 | 5,421 | $1,209,805 | 10.3% |
| ANSS | Sept. 30, 2025 | 3,405 | $1,195,904 | No longer tracked |
| IR | June 30, 2026 | 14,330 | $1,148,120 | -1.6% |
| LULU | June 30, 2025 | 3,843 | $1,087,800 | -50.4% |
| CSGP | March 31, 2026 | 14,090 | $947,412 | -20.6% |
| CHTR | Sept. 30, 2025 | 2,223 | $908,785 | -46.5% |
| EA | March 31, 2025 | 6,163 | $901,647 | No longer tracked |
| TTEK | June 30, 2025 | 29,059 | $849,976 | 2.1% |
| WSC | June 30, 2025 | 29,688 | $825,326 | -19.1% |
| ITW | June 30, 2026 | 3,115 | $810,803 | 4.5% |
| CSL | Dec. 31, 2025 | 2,376 | $781,609 | 12.8% |
| GXO | June 30, 2025 | 17,888 | $699,063 | -5.8% |
| ELV | March 31, 2026 | 1,989 | $697,244 | 36.6% |
| ENTG | June 30, 2025 | 7,385 | $646,040 | 79.6% |
| POOL | March 31, 2026 | 2,773 | $634,324 | -5.5% |
| FTV | June 30, 2025 | 8,398 | $614,566 | 15.0% |
| WY | June 30, 2025 | 20,810 | $609,317 | -3.9% |
| TREX | Sept. 30, 2025 | 10,807 | $587,685 | -8.5% |
| YETI | June 30, 2025 | 17,627 | $583,454 | 39.4% |
| GIS | Sept. 30, 2025 | 11,249 | $582,811 | -22.0% |
| IT | Sept. 30, 2025 | 1,354 | $547,314 | -26.6% |
| OMC | Sept. 30, 2025 | 7,223 | $519,623 | 5.9% |
| UPS | Sept. 30, 2025 | 5,003 | $505,003 | 23.7% |
| WDAY | Dec. 31, 2025 | 2,012 | $484,349 | -9.0% |
| PYPL | March 31, 2026 | 7,448 | $434,814 | 37.6% |
| SWK | June 30, 2025 | 5,473 | $420,764 | 47.0% |
| ADBE | March 31, 2026 | 1,149 | $402,139 | 12.3% |
| DAR | June 30, 2025 | 11,757 | $367,289 | 79.3% |
| BDX | June 30, 2026 | 2,334 | $366,975 | 24.8% |
| AVY | June 30, 2026 | 2,067 | $356,930 | 12.5% |
| APTV | March 31, 2025 | 5,320 | $321,754 | -19.7% |
| TDG | June 30, 2026 | 277 | $321,032 | -10.2% |
| ARE | Sept. 30, 2025 | 3,773 | $274,033 | -37.2% |
| RYAN | March 31, 2026 | 5,059 | $261,196 | 26.6% |
| LUV | Sept. 30, 2025 | 6,967 | $226,009 | 26.5% |
| DD | June 30, 2026 | 4,858 | $222,496 | 3.3% |
| DOC | Sept. 30, 2025 | 12,491 | $218,717 | 10.6% |
| IP | March 31, 2026 | 4,955 | $195,177 | 14.5% |
| DOW | Dec. 31, 2025 | 7,478 | $171,471 | 40.5% |
| DUOL | March 31, 2026 | 783 | $137,417 | 47.1% |
| VEEV | March 31, 2026 | 558 | $124,562 | 41.0% |
| WAT | June 30, 2026 | 315 | $93,807 | 6.1% |
| SNDK | June 30, 2025 | 1,614 | $76,843 | 3439.1% |