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Portfolio (Quarterly) Guide ↗

SUMITOMO LIFE INSURANCE CO

· CIK 0000937760
13F Portfolio $4.3B AUM 282 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 192 Added 74 Reduced 11 Exited
Page 10 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BDX BECTON DICKINSON & CO COM Healthcare 2,334.0 $367K 0.01% +75.0 +3.3% $157.23 -2.8%
182 LPLA LPL FINL HLDGS INC COM Financial Services 1,217.0 $366K 0.01% +39.0 +3.3% $300.83 -2.5%
183 AVY AVERY DENNISON CORP COM Industrials 2,067.0 $357K 0.01% +66.0 +3.3% $172.68 -5.5%
184 HAL HALLIBURTON CO COM Energy 8,724.0 $340K 0.01% +191.0 +2.2% $38.99 -15.3%
185 BIIB BIOGEN INC COM Healthcare 1,672.0 $307K 0.01% +67.0 +4.2% $183.33 +14.4%
186 AON AON PLC SHS CL A Financial Services 926.0 $299K 0.01% +29.0 +3.2% $322.78 +6.4%
187 COOPER COS INC COM 4,075.0 $291K 0.01% +167.0 +4.3% $71.50
188 Q QNITY ELECTRONICS INC COMMON STOCK Technology 2,428.0 $280K 0.01% +97.0 +4.2% $115.38 +33.0%
189 DD DUPONT DE NEMOURS INC COM Basic Materials 4,858.0 $222K 0.01% +193.0 +4.1% $45.80 +202.3%
190 DOV DOVER CORP COM Industrials 934.0 $195K 0.01% +30.0 +3.3% $208.45 +4.2%
191 MET METLIFE INC COM Financial Services 2,630.0 $186K 0.00% +57.0 +2.2% $70.72 +23.3%
192 WSO WATSCO INC COM Industrials 497.0 $181K 0.00% +16.0 +3.3% $363.79 +12.0%
Page 10 of 10  ·  192 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.8%
Financial Services 15.0%
Communication Services 11.4%
Healthcare 9.5%
Consumer Cyclical 8.9%
Industrials 7.6%
Consumer Defensive 5.3%
Utilities 3.3%
Energy 2.5%
Basic Materials 2.0%