Portfolio (Quarterly)
Guide ↗
SUMITOMO LIFE INSURANCE CO
· CIK 0000937760| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | MELI | MERCADOLIBRE INC COM | Consumer Cyclical | 7,300.0 | $12.6M | 0.30% | +2K | +25.9% | $1729.02 | +0.8% |
| 22 | PANW | PALO ALTO NETWORKS INC COM | Technology | 78,075.0 | $12.5M | 0.29% | +4K | +6.0% | $160.32 | +119.6% |
| 23 | ISRG | INTUITIVE SURGICAL INC COM NEW | Healthcare | 25,980.0 | $12.0M | 0.28% | +3K | +13.1% | $460.99 | -12.7% |
| 24 | GEV | GE VERNOVA INC COM | Utilities | 13,235.0 | $11.6M | 0.27% | +10K | +284.1% | $872.90 | +30.0% |
| 25 | ABNB | AIRBNB INC COM CL A | Consumer Cyclical | 85,520.0 | $10.8M | 0.25% | +9K | +11.5% | $126.28 | +16.7% |
| 26 | TMUS | T-MOBILE US INC COM | Communication Services | 51,312.0 | $10.8M | 0.25% | +11K | +27.3% | $210.03 | -17.6% |
| 27 | VMC | VULCAN MATLS CO COM | Basic Materials | 39,025.0 | $10.6M | 0.25% | +6K | +16.5% | $272.30 | +8.3% |
| 28 | SYY | SYSCO CORP COM | Consumer Defensive | 139,179.0 | $9.9M | 0.23% | +44K | +45.9% | $71.33 | +17.1% |
| 29 | BSX | BOSTON SCIENTIFIC CORP COM | Healthcare | 152,429.0 | $9.6M | 0.23% | +16K | +11.8% | $62.75 | -31.4% |
| 30 | TSLA | TESLA INC COM | Consumer Cyclical | 25,420.0 | $9.4M | 0.22% | +649.0 | +2.6% | $371.75 | +14.4% |
| 31 | CDNS | CADENCE DESIGN SYSTEM INC COM | Technology | 29,936.0 | $8.3M | 0.20% | +6K | +26.9% | $277.87 | +35.9% |
| 32 | XOM | EXXON MOBIL CORP COM | Energy | 45,793.0 | $7.8M | 0.18% | +10K | +29.3% | $169.66 | -19.7% |
| 33 | ZTS | ZOETIS INC CL A | Healthcare | 64,900.0 | $7.7M | 0.18% | +6K | +11.1% | $118.21 | -38.7% |
| 34 | JNJ | JOHNSON & JOHNSON COM | Healthcare | 26,792.0 | $6.5M | 0.15% | +7K | +36.9% | $244.44 | +3.9% |
| 35 | V | VISA INC COM CL A | Financial Services | 19,126.0 | $5.8M | 0.14% | +481.0 | +2.6% | $302.24 | +16.2% |
| 36 | — | BERKSHIRE HATHAWAY INC DEL CL B NEW | — | 11,477.0 | $5.5M | 0.13% | +289.0 | +2.6% | $479.20 | — |
| 37 | CAT | CATERPILLAR INC COM | Industrials | 7,548.0 | $5.3M | 0.13% | +1K | +17.1% | $708.46 | +39.9% |
| 38 | ABBV | ABBVIE INC COM | Healthcare | 21,714.0 | $4.7M | 0.11% | +2K | +12.4% | $217.49 | +15.4% |
| 39 | MU | MICRON TECHNOLOGY INC COM | Technology | 13,914.0 | $4.7M | 0.11% | +356.0 | +2.6% | $337.84 | +205.6% |
| 40 | COST | COSTCO WHOLESALE CORPORATION COM | Consumer Defensive | 4,584.0 | $4.6M | 0.11% | +116.0 | +2.6% | $996.43 | -7.2% |
① 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%