SUMITOMO MITSUI FINANCIAL GROUP, INC.

CIK

1022837

Location

TOKYO, M0

Portfolio Value

Micro $51,553,277

Diversification

Moderately concentrated

Filing Date

Global Rank

#780 / 8,586 ▼ 39

Top Industry

Asset Management 48.3%

3Y Alpha vs SPY

-1.7%

Period ended 3 months ago

Filed May 14, 2026 · 33d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+70.6%

SPY

+78.1%

Annualised alpha

-1.7%

Max drawdown

−31.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

87 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

36.6%

−10.2 pts

Top 5

69.7%

−8.2 pts

Top 10

81.4%

−5.0 pts

HHI

1,694

Moderately concentrated−832

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	52.2%	$2,079,724,225	9
Unclassified	23.0%	$914,351,465	4
Technology	10.6%	$422,632,398	26
Consumer Cyclical	7.1%	$282,449,585	10
Industrials	1.6%	$62,778,146	8
Healthcare	1.5%	$58,227,465	8
Communication Services	1.3%	$52,865,420	8
Consumer Defensive	1.3%	$51,553,277	11
Real Estate	0.8%	$29,926,670	1
Basic Materials	0.7%	$27,296,536	1
Energy	0.0%	$118,762	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CELH	Celsius Holdings, Inc.	+100,000	200,000	$7,096,000
BSX	Boston Scientific Corp	+64,889	334,764	$21,006,441
NEM	NEWMONT Corp /DE/	+62,158	252,162	$27,296,536
GLD	Spdr Gold Trust	+43,283	590,062	$253,897,777
ANET	Arista Networks, Inc.	+27,690	490,302	$60,199,279
KO	Coca Cola Co	+23,080	311,294	$23,673,907
MSFT	Microsoft Corp	+18,492	126,985	$47,006,037
FSLR	First Solar, Inc.	+18,369	130,494	$25,741,246
DHI	Horton D R Inc /De/	+17,270	186,525	$25,594,960
AVGO	Broadcom Inc.	+15,552	238,896	$73,940,700
VZ	Verizon Communications Inc	+15,219	36,207	$1,817,591
QCOM	Qualcomm Inc/De	+14,624	79,001	$10,173,748
GE	General Electric Co	+13,498	123,548	$35,059,215
AMZN	Amazon Com Inc	+13,154	223,139	$46,473,159
QQQ	Invesco Qqq Trust, Series 1	+11,140	189,766	$109,529,139
INTU	Intuit Inc.	+11,132	55,562	$24,023,897
JPM	Jpmorgan Chase & Co	+11,098	143,253	$42,139,302
NVDA	Nvidia Corp	+10,684	468,510	$81,708,144
AXP	American Express Co	+9,047	95,918	$29,013,276
TXN	Texas Instruments Inc	+6,072	25,799	$5,008,617
META	Meta Platforms, Inc.	+4,918	80,274	$45,927,163
ADBE	Adobe Inc.	+4,770	4,850	$1,178,938
AMGN	Amgen Inc	+3,923	82,046	$28,867,885
BMY	Bristol Myers Squibb Co	+3,564	46,346	$2,810,884
BNY	Bank of New York Mellon Corp	+2,935	26,325	$3,122,934
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	−6,756	183,447	$5,151,191
GIS	General Mills Inc	−3,902	12,987	$483,376
SYY	Sysco Corp	−2,890	10,564	$753,530
PG	PROCTER & GAMBLE Co	−2,117	26,121	$3,772,916
MDLZ	Mondelez International, Inc.	−1,735	6,990	$402,903
JNJ	Johnson & Johnson	−1,238	305	$74,554
CRM	Salesforce, Inc.	−1,094	500	$93,335
SHOP	Shopify Inc.	−846	327	$38,788
CSCO	Cisco Systems, Inc.	−803	68,526	$5,316,932
PEP	Pepsico Inc	−622	24,327	$3,777,739
AAPL	Apple Inc.	−572	1,735	$440,325
GOOGL	Alphabet Inc.	−558	687	$197,553
LRCX	Lam Research Corp	−550	500	$106,830
T	At&T Inc.	−461	84,771	$2,457,511
XYZ	Block, Inc.	−286	907,930	$54,639,227
LLY	ELI LILLY & Co	−222	8	$7,358
IBM	International Business Machines Corp	−169	195	$47,266
CAT	Caterpillar Inc	−120	100	$70,846
ZS	Zscaler, Inc.	−115	100	$14,029
No positions match the current search.

New Positions

Positions the filer opened this quarter

19 positions

Ticker	Company	Shares	Value
PSNY	Polestar Automotive Holding UK PLC	10,341,261	$190,486,027
DIA	Spdr Dow Jones Industrial Average ETF Trust	128,000	$59,288,320
APH	Amphenol Corp /De/	226,551	$28,624,718
UBER	Uber Technologies, Inc	19,600	$1,409,828
COF	Capital One Financial Corp	6,700	$1,222,281
COIN	Coinbase Global, Inc.	5,600	$977,816
ORCL	Oracle Corp	1,822	$268,034
MRK	Merck & Co., Inc.	2,000	$240,580
LMT	Lockheed Martin Corp	330	$199,448
CHTR	Charter Communications, Inc. /Mo/	700	$151,116
XOM	Exxon Mobil Corp	700	$118,762
AMAT	Applied Materials Inc /De	300	$102,537
TGT	Target Corp	600	$72,720
ALGN	Align Technology Inc	400	$68,572
TMUS	T-Mobile US, Inc.	300	$63,009
GM	General Motors Co	800	$59,600
UPS	United Parcel Service Inc	600	$59,028
UNP	Union Pacific Corp	200	$48,524
BA	Boeing Co	200	$39,806
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
UNH	Unitedhealth Group Inc	102,260	$33,757,048
APD	Air Products & Chemicals, Inc.	8,286	$2,046,807
VRT	Vertiv Holdings Co	2,960	$479,549
TSM	Taiwan Semiconductor Manufacturing Co Ltd	1,230	$373,784
ROKU	Roku, Inc	2,700	$292,923
ALB	Albemarle Corp	1,810	$256,006
V	Visa Inc.	600	$210,426
MS	Morgan Stanley	1,000	$177,530
GS	Goldman Sachs Group Inc	200	$175,800
ASML	Asml Holding NV	160	$171,177
GLW	Corning Inc /Ny	1,900	$166,364
TSLA	Tesla, Inc.	359	$161,449
B	Barrick Mining Corp	2,200	$95,810
AFL	Aflac Inc	852	$93,950
CDNS	Cadence Design Systems Inc	200	$62,516
MRVL	Marvell Technology, Inc.	700	$59,486
MA	Mastercard Inc	100	$57,088
FCX	Freeport-Mcmoran Inc	1,000	$50,790
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

11 positions · $51,553,277 total · Consumer Defensive only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
KO	Coca Cola Co Consumer Defensive	Added	311,294	+23,080	$23,673,907	+17.5%	45.92%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	10,739	+135	$10,700,661	+17.0%	20.76%
CELH	Celsius Holdings, Inc. Consumer Defensive	Added	200,000	+100,000	$7,096,000	+55.1%	13.76%
PEP	Pepsico Inc Consumer Defensive	Reduced	24,327	-622	$3,777,739	+5.5%	7.33%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	26,121	-2,117	$3,772,916	−6.8%	7.32%
KMB	Kimberly Clark Corp Consumer Defensive	Added	7,851	+2,156	$757,385	+31.8%	1.47%
SYY	Sysco Corp Consumer Defensive	Reduced	10,564	-2,890	$753,530	−24.0%	1.46%
GIS	General Mills Inc Consumer Defensive	Reduced	12,987	-3,902	$483,376	−38.4%	0.94%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	6,990	-1,735	$402,903	−14.2%	0.78%
TGT	Target Corp Consumer Defensive	NEW	600	NEW	$72,720	NEW	0.14%
WMT	Walmart Inc. Consumer Defensive	Added	500	+418	$62,140	+580.2%	0.12%