Sumitomo Life Insurance
TOKYO, M0files as SUMITOMO LIFE INSURANCE CO
$6.1bn in 291 US stocks at the end of 30 June 2026. The top 10 are 72.3% of the money. It changed about 14.5% of the portfolio this quarter.
Value
$6.1bn
Stocks
291
Top 10 share
72.3%
Turnover
14.5%
What changed this quarter
New
Bought for the first time this quarter.
- Invesco Exch Traded FD TR IIRDIV4.2% of the fund
- CoherentCOHR0.1% of the fund
- SandiskSNDK<0.1% of the fund
- Brookfield Renewable EnergyBEP<0.1% of the fund
- Marvell TechnologyMRVL<0.1% of the fund
- DonaldsonDCI<0.1% of the fund
- PrologisPLD<0.1% of the fund
- FTAI AviationFTAI<0.1% of the fund
- Brookfield Asset ManagementBAM<0.1% of the fund
- Bloom EnergyBE<0.1% of the fund
- NordsonNDSN<0.1% of the fund
- CienaCIEN<0.1% of the fund
- Lumentum HoldingsLITE<0.1% of the fund
- Rocket LabRKLB<0.1% of the fund
- Monolithic Power SystemsMPWR<0.1% of the fund
- RBC BearingsRBC<0.1% of the fund
- DuPont de NemoursDD<0.1% of the fund
- FedEx Freight Holding CompanyFDXF<0.1% of the fund
Added
Bought more of a stock they already held.
- Schwab Strategic TRSCHD30.9% of the fund+31%
- Ishares TRIVV22.6% of the fund+80%
- Ishares TRTIP3.5% of the fund+28%
- Vanguard Intl Equity Index FVWO1.5% of the fund+126%
- Amazon.comAMZN1.1% of the fund+6%
- Vanguard Index FDSVNQ1.1% of the fund+153%
- Invesco Exch Traded FD TR IIBKLN1.0% of the fund+65%
- Ishares TRUSHY0.8% of the fund+113%
- Schwab Strategic TRSCHP0.7% of the fund+78%
- Vanguard Whitehall FDSVWOB0.7% of the fund+38%
- Vanguard Index FDSVOO0.6% of the fund+18%
- Palo Alto NetworksPANW0.5% of the fund+3%
- Micron TechnologyMU0.4% of the fund+57%
- Ishares TRUSRT0.4% of the fund+42%
- Vertiv HoldingsVRT0.3% of the fund+3%
- Thermo Fisher ScientificTMO0.3% of the fund+8%
- Ishares TRIFRA0.3% of the fund+77%
- NextEra EnergyNEE0.3% of the fund+7%
- Waste ManagementWM0.3% of the fund+6%
- GE VernovaGEV0.3% of the fund+7%
- IsharesIEMG0.3% of the fund+12%
- Procter & GamblePG0.3% of the fund+2%
- SyscoSYY0.2% of the fund+23%
- AmphenolAPH0.2% of the fund+95%
- Intuitive SurgicalISRG0.2% of the fund+17%
Cut
Sold some of their stake.
- AlphabetGOOGL1.4% of the fund-6%
- Ishares TREMB1.4% of the fund-33%
- Eli LillyLLY0.7% of the fund-4%
- Meta PlatformsMETA0.4% of the fund-4%
- AlphabetGOOG0.4% of the fund-11%
- Ishares S&P Gsci Commodity-GSG0.3% of the fund-5%
- Spdr Index SHS FDSFEZ0.3% of the fund-25%
- TeslaTSLA0.2% of the fund-5%
- Bank of AmericaBAC0.1% of the fund-11%
- CaterpillarCAT0.1% of the fund-6%
- Johnson & JohnsonJNJ0.1% of the fund-6%
- KLAKLAC0.1% of the fund-14%
- VisaV0.1% of the fund-5%
- Applied MaterialsAMAT<0.1% of the fund-6%
- ExxonMobil HoldingsXOM<0.1% of the fund-5%
- Berkshire HathawayBRK-B<0.1% of the fund-5%
- General ElectricGE<0.1% of the fund-6%
- CrowdStrike HoldingsCRWD<0.1% of the fund-13%
- Western DigitalWDC<0.1% of the fund-22%
- Lam ResearchLRCX<0.1% of the fund-6%
- AbbVieABBV<0.1% of the fund-10%
- Quanta ServicesPWR<0.1% of the fund-29%
- Philip Morris InternationalPM<0.1% of the fund-13%
- American ExpressAXP<0.1% of the fund-13%
- EatonETN<0.1% of the fund-14%
Sold out
Sold their entire stake.
- ZoetisZTS-100%
- Affirm HoldingsAFRM-100%
- Ingersoll RandIR-100%
- Illinois Tool WorksITW-100%
- Becton DickinsonBDX-100%
- Avery DennisonAVY-100%
- TransDigm GroupTDG-100%
- DuPont de NemoursDD-100%
- WatersWAT-100%
Holdings
- Schwab Strategic TRSCHD
- Share
- 30.9%
- Value
- $1.9bn
- Shares
- 59,569,934
+31%
- Ishares TRIVV
- Share
- 22.6%
- Value
- $1.4bn
- Shares
- 1,850,000
+80%
- Invesco Exch Traded FD TR IIRDIV
- Share
- 4.2%
- Value
- $255m
- Shares
- 4,400,000
New
- Ishares TRTIP
- Share
- 3.5%
- Value
- $212m
- Shares
- 1,939,392
+28%
- Invesco Exchange Traded FD TPBP
- Share
- 2.3%
- Value
- $142m
- Shares
- 6,220,000
Held
- Ishares TRIVVW
- Share
- 2.2%
- Value
- $135m
- Shares
- 3,030,000
Held
- Vanguard Intl Equity Index FVWO
- Share
- 1.5%
- Value
- $93m
- Shares
- 1,554,566
+126%
- Ishares TREMB
- Share
- 1.4%
- Value
- $86m
- Shares
- 890,369
-33%
- Global X FDSXYLD
- Share
- 1.1%
- Value
- $70m
- Shares
- 1,710,000
Held
- Vanguard Index FDSVNQ
- Share
- 1.1%
- Value
- $65m
- Shares
- 671,894
+153%
- Invesco Exch Traded FD TR IIBKLN
- Share
- 1.0%
- Value
- $63m
- Shares
- 3,089,034
+65%
- Ishares TRUSHY
- Share
- 0.8%
- Value
- $48m
- Shares
- 1,300,000
+113%
- Schwab Strategic TRSCHP
- Share
- 0.7%
- Value
- $44m
- Shares
- 1,663,100
+78%
- Vanguard Whitehall FDSVWOB
- Share
- 0.7%
- Value
- $41m
- Shares
- 613,500
+38%
- Vanguard Index FDSVOO
- Share
- 0.6%
- Value
- $34m
- Shares
- 49,000
+18%
- Ishares TRUSRT
- Share
- 0.4%
- Value
- $24m
- Shares
- 355,500
+42%
- Ishares TRIFRA
- Share
- 0.3%
- Value
- $19m
- Shares
- 294,600
+77%
- Ishares S&P Gsci Commodity-GSG
- Share
- 0.3%
- Value
- $18m
- Shares
- 615,300
-5%
- Spdr Index SHS FDSFEZ
- Share
- 0.3%
- Value
- $17m
- Shares
- 242,100
-25%
- IsharesIEMG
- Share
- 0.3%
- Value
- $16m
- Shares
- 193,000
+12%
- Toronto Dominion BankTD
- Share
- <0.1%
- Value
- $3m
- Shares
- 28,467
-5%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Schwab Strategic TRSCHD | 30.9% | $1.9bn | 59,569,934 | +31% |
| Ishares TRIVV | 22.6% | $1.4bn | 1,850,000 | +80% |
| Invesco Exch Traded FD TR IIRDIV | 4.2% | $255m | 4,400,000 | New |
| Ishares TRTIP | 3.5% | $212m | 1,939,392 | +28% |
| Invesco Exchange Traded FD TPBP | 2.3% | $142m | 6,220,000 | Held |
| Ishares TRIVVW | 2.2% | $135m | 3,030,000 | Held |
| NvidiaNVDA | 2.0% | $125m | 622,746 | Held |
| AppleAAPL | 1.7% | $102m | 350,965 | Held |
| Vanguard Intl Equity Index FVWO | 1.5% | $93m | 1,554,566 | +126% |
| AlphabetGOOGL | 1.4% | $87m | 243,379 | -6% |
| Ishares TREMB | 1.4% | $86m | 890,369 | -33% |
| Global X FDSXYLD | 1.1% | $70m | 1,710,000 | Held |
| Amazon.comAMZN | 1.1% | $68m | 286,577 | +6% |
| MicrosoftMSFT | 1.1% | $65m | 175,494 | Held |
| Vanguard Index FDSVNQ | 1.1% | $65m | 671,894 | +153% |
| Invesco Exch Traded FD TR IIBKLN | 1.0% | $63m | 3,089,034 | +65% |
| BroadcomAVGO | 0.8% | $49m | 128,887 | Held |
| Ishares TRUSHY | 0.8% | $48m | 1,300,000 | +113% |
| Eli LillyLLY | 0.7% | $45m | 37,489 | -4% |
| Schwab Strategic TRSCHP | 0.7% | $44m | 1,663,100 | +78% |
| Vanguard Whitehall FDSVWOB | 0.7% | $41m | 613,500 | +38% |
| Vanguard Index FDSVOO | 0.6% | $34m | 49,000 | +18% |
| JPMorgan ChaseJPM | 0.5% | $33m | 102,165 | Held |
| Palo Alto NetworksPANW | 0.5% | $28m | 80,781 | +3% |
| MastercardMA | 0.4% | $25m | 49,435 | Held |
| Micron TechnologyMU | 0.4% | $25m | 21,838 | +57% |
| Meta PlatformsMETA | 0.4% | $25m | 44,583 | -4% |
| Goldman Sachs GroupGS | 0.4% | $25m | 24,746 | Held |
| Ishares TRUSRT | 0.4% | $24m | 355,500 | +42% |
| AlphabetGOOG | 0.4% | $22m | 62,587 | -11% |
| WalmartWMT | 0.3% | $20m | 179,589 | Held |
| Vertiv HoldingsVRT | 0.3% | $19m | 57,878 | +3% |
| Thermo Fisher ScientificTMO | 0.3% | $19m | 37,242 | +8% |
| Ishares TRIFRA | 0.3% | $19m | 294,600 | +77% |
| NextEra EnergyNEE | 0.3% | $18m | 207,072 | +7% |
| Waste ManagementWM | 0.3% | $18m | 79,441 | +6% |
| Ishares S&P Gsci Commodity-GSG | 0.3% | $18m | 615,300 | -5% |
| Spdr Index SHS FDSFEZ | 0.3% | $17m | 242,100 | -25% |
| GE VernovaGEV | 0.3% | $17m | 14,142 | +7% |
| IsharesIEMG | 0.3% | $16m | 193,000 | +12% |
| DatadogDDOG | 0.3% | $16m | 60,687 | Held |
| Procter & GamblePG | 0.3% | $15m | 105,504 | +2% |
| Uber TechnologiesUBER | 0.2% | $15m | 211,619 | Held |
| SyscoSYY | 0.2% | $14m | 171,800 | +23% |
| S&P GlobalSPGI | 0.2% | $14m | 34,778 | Held |
| AmphenolAPH | 0.2% | $14m | 79,027 | +95% |
| MercadoLibreMELI | 0.2% | $12m | 7,300 | Held |
| CME GroupCME | 0.2% | $12m | 55,065 | Held |
| Intuitive SurgicalISRG | 0.2% | $12m | 30,486 | +17% |
| Cadence Design SystemsCDNS | 0.2% | $12m | 31,046 | +4% |
| Vulcan MaterialsVMC | 0.2% | $11m | 38,751 | Held |
| Advanced Micro DevicesAMD | 0.2% | $11m | 18,804 | +5% |
| TeslaTSLA | 0.2% | $10m | 24,030 | -5% |
| T-Mobile USTMUS | 0.2% | $10m | 56,924 | +11% |
| Bank of AmericaBAC | 0.1% | $8m | 142,704 | -11% |
| CaterpillarCAT | 0.1% | $8m | 7,130 | -6% |
| Boston ScientificBSX | 0.1% | $8m | 177,353 | +16% |
| PaychexPAYX | 0.1% | $7m | 73,900 | +31% |
| Cisco SystemsCSCO | 0.1% | $7m | 58,672 | +23% |
| Johnson & JohnsonJNJ | 0.1% | $6m | 25,310 | -6% |
| KLAKLAC | 0.1% | $6m | 20,787 | -14% |
| VisaV | 0.1% | $6m | 18,080 | -5% |
| CoherentCOHR | 0.1% | $6m | 15,612 | New |
| Applied MaterialsAMAT | <0.1% | $6m | 8,446 | -6% |
| ExxonMobil HoldingsXOM | <0.1% | $6m | 43,296 | -5% |
| IntelINTC | <0.1% | $6m | 41,796 | +39% |
| MongoDBMDB | <0.1% | $6m | 16,900 | +30% |
| Berkshire HathawayBRK-B | <0.1% | $5m | 10,849 | -5% |
| General ElectricGE | <0.1% | $5m | 14,249 | -6% |
| CrowdStrike HoldingsCRWD | <0.1% | $5m | 6,789 | -13% |
| Western DigitalWDC | <0.1% | $5m | 7,804 | -22% |
| Lam ResearchLRCX | <0.1% | $5m | 11,458 | -6% |
| AbbVieABBV | <0.1% | $5m | 19,641 | -10% |
| Quanta ServicesPWR | <0.1% | $5m | 6,404 | -29% |
| Philip Morris InternationalPM | <0.1% | $4m | 24,301 | -13% |
| SandiskSNDK | <0.1% | $4m | 1,900 | New |
| American ExpressAXP | <0.1% | $4m | 12,756 | -13% |
| EatonETN | <0.1% | $4m | 9,947 | -14% |
| NewmontNEM | <0.1% | $4m | 44,712 | -17% |
| Morgan StanleyMS | <0.1% | $4m | 19,712 | -5% |
| Williams CompaniesWMB | <0.1% | $4m | 55,380 | -21% |
| Comfort Systems USAFIX | <0.1% | $4m | 2,060 | -19% |
| Costco WholesaleCOST | <0.1% | $4m | 4,334 | -5% |
| Trane TechnologiesTT | <0.1% | $4m | 7,909 | -21% |
| Seagate Technology HoldingsSTX | <0.1% | $4m | 3,927 | -14% |
| Coca-ColaKO | <0.1% | $4m | 44,829 | +24% |
| Home DepotHD | <0.1% | $4m | 10,224 | -5% |
| Parker-HannifinPH | <0.1% | $4m | 3,675 | -21% |
| CorningGLW | <0.1% | $4m | 13,805 | +75% |
| CitigroupC | <0.1% | $4m | 25,161 | -5% |
| Arista NetworksANET | <0.1% | $3m | 20,526 | -36% |
| Toronto Dominion BankTD | <0.1% | $3m | 28,467 | -5% |
| AppLovinAPP | <0.1% | $3m | 6,623 | -14% |
| Howmet AerospaceHWM | <0.1% | $3m | 12,209 | -18% |
| Vertex PharmaceuticalsVRTX | <0.1% | $3m | 6,558 | -15% |
| WelltowerWELL | <0.1% | $3m | 14,344 | -5% |
| EcolabECL | <0.1% | $3m | 11,643 | -14% |
| ChevronCVX | <0.1% | $3m | 19,569 | -5% |
| Keysight TechnologiesKEYS | <0.1% | $3m | 9,197 | -5% |
| Interactive Brokers GroupIBKR | <0.1% | $3m | 36,310 | -28% |
Showing the largest 100 of 291.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 315.0% since 30 June 2025.
Where the money is
Technology9.3%
Financial services3.0%
Media & telecom2.6%
Industrials2.3%
Health care2.0%
Retail & consumer1.6%
Everyday goods1.2%
Materials0.7%
Utilities0.5%
Energy0.4%
Real estate0.2%
Other76.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.