SUMITOMO LIFE INSURANCE CO
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, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 72.8%; sector active share 58.3% 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
291 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 70.8% | $4,320,936,788 |
| Technology | 9.5% | $577,220,705 |
| Financial Services | 8.2% | $502,129,575 |
| Communication Services | 2.6% | $159,194,468 |
| Healthcare | 2.0% | $124,704,784 |
| Industrials | 2.0% | $119,221,568 |
| Consumer Cyclical | 1.9% | $115,651,734 |
| Consumer Defensive | 1.2% | $72,855,188 |
| Basic Materials | 0.7% | $44,929,783 |
| Utilities | 0.5% | $30,700,006 |
| Energy | 0.4% | $24,919,012 |
| Real Estate | 0.2% | $9,396,236 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SCHD | Schwab U.S. Dividend Equity ETF | +14,119,934 | 59,569,934 | $1,888,962,607 | |
| BKLN | Invesco Ltd. | +1,215,953 | 3,089,034 | $62,923,622 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | +866,422 | 1,554,566 | $92,792,044 | |
| IVV | iShares Core S&P 500 ETF | +821,000 | 1,850,000 | $1,385,446,500 | |
| SCHP | Schwab U.S. TIPS ETF | +728,200 | 1,663,100 | $44,072,150 | |
| USHY | iShares Broad USD High Yield Corporate Bond ETF | +689,300 | 1,300,000 | $48,126,000 | |
| TIP | iShares TIPS Bond ETF | +425,937 | 1,939,392 | $212,227,666 | |
| VNQ | VANGUARD REAL ESTATE INDEX FUND | +405,811 | 671,894 | $64,790,738 | |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND | +167,400 | 613,500 | $41,251,740 | |
| IFRA | iShares U.S. Infrastructure ETF | +128,500 | 294,600 | $18,571,584 | |
| USRT | iShares Core U.S. REIT ETF | +105,800 | 355,500 | $23,622,975 | |
| APH | Amphenol Corp | +38,402 | 79,027 | $13,934,040 | |
| SYY | Sysco Corp | +32,621 | 171,800 | $14,359,044 | |
| BSX | Boston Scientific Corp | +24,924 | 177,353 | $7,569,426 | |
| IEMG | iShares Trust | +20,000 | 193,000 | $0 | |
| KLAC | Kla Corp | +18,363 | 20,787 | $6,271,645 | |
| PAYX | Paychex Inc | +17,400 | 73,900 | $7,266,587 | |
| AMZN | Amazon Com Inc | +16,318 | 286,577 | $68,302,762 | |
| NEE | Nextera Energy Inc | +13,314 | 207,072 | $18,174,709 | |
| INTC | Intel Corp | +11,747 | 41,796 | $5,835,975 | |
| CSCO | Cisco Systems, Inc. | +11,143 | 58,672 | $6,891,613 | |
| RPRX | Royalty Pharma plc | +10,337 | 34,551 | $1,937,274 | |
| KO | Coca Cola Co | +8,610 | 44,829 | $3,643,252 | |
| MU | Micron Technology Inc | +7,924 | 21,838 | $25,207,385 | |
| VOO | VANGUARD 500 INDEX FUND | +7,400 | 49,000 | $33,653,690 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EMB | iShares J.P. Morgan USD Emerging Markets Bond ETF | −447,340 | 890,369 | $85,867,186 | |
| ABNB | Airbnb, Inc. | −82,625 | 2,895 | $414,274 | |
| FEZ | State Street(R) SPDR(R) EURO STOXX 50(R) ETF | −79,100 | 242,100 | $16,627,428 | |
| GSG | iShares S&P GSCI Commodity-Indexed Trust | −31,028 | 615,300 | $17,597,580 | |
| KGC | Kinross Gold Corp | −26,700 | 58,000 | $1,369,960 | |
| SOFI | SoFi Technologies, Inc. | −26,054 | 26,329 | $472,078 | |
| BAC | Bank Of America Corp | −17,079 | 142,704 | $8,131,273 | |
| B | Barrick Mining Corp | −16,100 | 46,300 | $1,700,599 | |
| WMB | Williams Companies, Inc. | −15,056 | 55,380 | $4,116,949 | |
| GOOGL | Alphabet Inc. | −14,740 | 243,379 | $86,976,353 | |
| IBKR | Interactive Brokers Group, Inc. | −14,272 | 36,310 | $3,160,422 | |
| VLTO | Veralto Corp | −13,899 | 2,464 | $218,507 | |
| MIR | Mirion Technologies, Inc. | −12,912 | 63,697 | $1,142,087 | |
| NVDA | Nvidia Corp | −11,965 | 622,746 | $124,605,247 | |
| TRMB | Trimble Inc. | −11,608 | 11,691 | $598,345 | |
| ANET | Arista Networks, Inc. | −11,572 | 20,526 | $3,486,956 | |
| AU | AngloGold Ashanti PLC | −10,560 | 18,840 | $1,523,967 | |
| CL | Colgate Palmolive Co | −8,966 | 14,394 | $1,319,641 | |
| NEM | NEWMONT Corp | −8,916 | 44,712 | $4,176,100 | |
| GFI | Gold Fields Ltd | −8,550 | 41,660 | $1,399,359 | |
| GOOG | Alphabet Inc. | −7,812 | 62,587 | $22,113,864 | |
| FTNT | Fortinet, Inc. | −6,944 | 13,004 | $1,997,674 | |
| EOG | Eog Resources Inc | −6,870 | 15,259 | $1,979,550 | |
| APG | APi Group Corp | −6,825 | 42,887 | $1,816,264 | |
| BNY | Bank of New York Mellon Corp | −6,320 | 21,758 | $3,146,424 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RDIV | Invesco Ltd. | 4,400,000 | $255,200,000 | |
| COHR | Coherent Corp. | 15,612 | $6,158,465 | |
| SNDK | Sandisk Corp | 1,900 | $4,320,087 | |
| BEP | Brookfield Renewable Partners L.P. | 47,700 | $1,656,621 | |
| MRVL | Marvell Technology, Inc. | 4,595 | $1,368,804 | |
| DCI | DONALDSON Co INC | 12,875 | $1,155,788 | |
| PLD | Prologis, Inc. | 8,373 | $1,134,290 | |
| FTAI | FTAI Aviation Ltd. | 3,713 | $1,004,477 | |
| BAM | Brookfield Asset Management Ltd. | 20,921 | $938,306 | |
| BE | Bloom Energy Corp | 2,217 | $671,085 | |
| NDSN | Nordson Corp | 2,127 | $641,694 | |
| CIEN | Ciena Corp | 1,271 | $623,501 | |
| LITE | Lumentum Holdings Inc. | 635 | $544,868 | |
| RKLB | Rocket Lab Corp | 5,134 | $521,871 | |
| MPWR | Monolithic Power Systems, Inc. | 375 | $518,385 | |
| RBC | RBC Bearings INC | 754 | $485,621 | |
| FDXF | FedEx Freight Holding Company, Inc. | 1,287 | $194,337 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ZTS | Zoetis Inc. | 64,900 | $7,671,829 | |
| AFRM | Affirm Holdings, Inc. | 71,600 | $3,280,712 | |
| IR | Ingersoll Rand Inc. | 14,330 | $1,148,119 | |
| ITW | Illinois Tool Works Inc | 3,115 | $810,803 | |
| BDX | Becton Dickinson & Co | 2,334 | $366,974 | |
| AVY | Avery Dennison Corp | 2,067 | $356,929 | |
| TDG | TransDigm Group INC | 277 | $321,031 | |
| WAT | Waters Corp | 315 | $93,807 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SCHD |
Schwab U.S. Dividend Equity ETF
|
Added | 59,569,934 | $1,888,962,607 | 30.96% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 1,850,000 | $1,385,446,500 | 22.71% | |
| RDIV |
Invesco Ltd.
Financial Services
|
NEW | 4,400,000 | $255,200,000 | 4.18% | |
| TIP |
iShares TIPS Bond ETF
|
Added | 1,939,392 | $212,227,666 | 3.48% | |
| PBP |
Invesco S&P 500 BuyWrite ETF
|
Held | 6,220,000 | $142,438,000 | 2.33% | |
| IVVW |
iShares S&P 500 BuyWrite ETF
|
Held | 3,030,000 | $135,138,000 | 2.21% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 622,746 | $124,605,247 | 2.04% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 350,965 | $101,555,232 | 1.66% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Added | 1,554,566 | $92,792,044 | 1.52% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 243,379 | $86,976,353 | 1.43% | |
| EMB |
iShares J.P. Morgan USD Emerging Markets Bond ETF
|
Reduced | 890,369 | $85,867,186 | 1.41% | |
| XYLD |
Global X S&P 500 Covered Call ETF
|
Held | 1,710,000 | $69,750,900 | 1.14% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 286,577 | $68,302,762 | 1.12% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 175,494 | $65,462,771 | 1.07% | |
| VNQ |
VANGUARD REAL ESTATE INDEX FUND
|
Added | 671,894 | $64,790,738 | 1.06% | |
| BKLN |
Invesco Ltd.
Financial Services
|
Added | 3,089,034 | $62,923,622 | 1.03% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 128,887 | $48,687,064 | 0.80% | |
| USHY |
iShares Broad USD High Yield Corporate Bond ETF
|
Added | 1,300,000 | $48,126,000 | 0.79% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 37,489 | $44,965,435 | 0.74% | |
| SCHP |
Schwab U.S. TIPS ETF
|
Added | 1,663,100 | $44,072,150 | 0.72% | |
| VWOB |
VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND
|
Added | 613,500 | $41,251,740 | 0.68% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 49,000 | $33,653,690 | 0.55% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 102,165 | $33,441,669 | 0.55% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 80,781 | $27,547,936 | 0.45% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 49,435 | $25,389,816 | 0.42% | |
| MU |
Micron Technology Inc
Technology
|
Added | 21,838 | $25,207,385 | 0.41% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 44,583 | $25,113,158 | 0.41% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 24,746 | $25,027,362 | 0.41% | |
| USRT |
iShares Core U.S. REIT ETF
|
Added | 355,500 | $23,622,975 | 0.39% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 62,587 | $22,113,864 | 0.36% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 179,589 | $20,340,250 | 0.33% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Added | 57,878 | $19,378,711 | 0.32% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 37,242 | $18,671,649 | 0.31% | |
| IFRA |
iShares U.S. Infrastructure ETF
|
Added | 294,600 | $18,571,584 | 0.30% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 207,072 | $18,174,709 | 0.30% | |
| WM |
Waste Management Inc
Industrials
|
Added | 79,441 | $17,705,810 | 0.29% | |
| GSG |
iShares S&P GSCI Commodity-Indexed Trust
|
Reduced | 615,300 | $17,597,580 | 0.29% | |
| FEZ |
State Street(R) SPDR(R) EURO STOXX 50(R) ETF
|
Reduced | 242,100 | $16,627,428 | 0.27% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 14,142 | $16,614,870 | 0.27% | |
| DDOG |
Datadog, Inc.
Technology
|
Reduced | 60,687 | $15,800,467 | 0.26% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 105,504 | $15,471,106 | 0.25% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 211,619 | $15,270,427 | 0.25% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Added | 171,800 | $14,359,044 | 0.24% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Added | 34,778 | $14,163,687 | 0.23% | |
| APH |
Amphenol Corp
Technology
|
Added | 79,027 | $13,934,040 | 0.23% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Held | 7,300 | $12,390,947 | 0.20% | |
| CME |
Cme Group Inc.
Financial Services
|
Reduced | 55,065 | $12,160,003 | 0.20% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 30,486 | $12,123,672 | 0.20% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Added | 31,046 | $11,652,184 | 0.19% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
Reduced | 38,751 | $11,431,932 | 0.19% |
Showing the top 50 of 291 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.