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Portfolio (Quarterly) Guide ↗

SUMITOMO LIFE INSURANCE CO

· CIK 0000937760
13F Portfolio $6.1B AUM 291 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 49 Added 212 Reduced 9 Exited
Page 2 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IFRA ISHARES TR 294,600.0 $18.6M 0.30% +128K +77.4% $63.04 -5.5%
22 NEE NEXTERA ENERGY INC Utilities 207,072.0 $18.2M 0.30% +13K +6.9% $87.77 -4.0%
23 WM WASTE MGMT INC DEL Industrials 79,441.0 $17.7M 0.29% +4K +5.7% $222.88 -0.3%
24 GEV GE VERNOVA INC Utilities 14,142.0 $16.6M 0.27% +907.0 +6.8% $1174.86 -21.1%
25 IEMG ISHARES INC 193,000.0 $16.0M 0.26% +20K +11.6% $82.84 -1.1%
26 PG PROCTER & GAMBLE CO Consumer Defensive 105,504.0 $15.5M 0.25% +2K +2.2% $146.64 -0.8%
27 SYY SYSCO CORP Consumer Defensive 171,800.0 $14.4M 0.23% +33K +23.4% $83.58 -0.1%
28 APH AMPHENOL CORP Technology 79,027.0 $13.9M 0.23% +38K +94.5% $176.32 -9.9%
29 ISRG INTUITIVE SURGICAL INC Healthcare 30,486.0 $12.1M 0.20% +5K +17.3% $397.68 -6.5%
30 CDNS CADENCE DESIGN SYSTEM INC Technology 31,046.0 $11.7M 0.19% +1K +3.7% $375.32 -11.6%
31 AMD ADVANCED MICRO DEVICES INC Technology 18,804.0 $10.9M 0.18% +963.0 +5.4% $580.91 -17.5%
32 TMUS T-MOBILE US INC Communication Services 56,924.0 $9.5M 0.16% +6K +10.9% $167.73 +8.3%
33 BSX BOSTON SCIENTIFIC CORP Healthcare 177,353.0 $7.6M 0.12% +25K +16.4% $42.68 +16.8%
34 PAYX PAYCHEX INC Industrials 73,900.0 $7.3M 0.12% +17K +30.8% $98.33 +27.1%
35 CSCO CISCO SYS INC Technology 58,672.0 $6.9M 0.11% +11K +23.4% $117.46 -5.4%
36 KLAC KLA CORP Technology 20,787.0 $6.3M 0.10% +18K +757.5% $301.71 -39.2%
37 INTC INTEL CORP Technology 41,796.0 $5.8M 0.10% +12K +39.1% $139.63 -37.3%
38 MDB MONGODB INC Technology 16,900.0 $5.7M 0.09% +4K +30.0% $335.90 +20.5%
39 KO COCA COLA CO Consumer Defensive 44,829.0 $3.6M 0.06% +9K +23.8% $81.27 +12.8%
40 GLW CORNING INC Technology 13,805.0 $3.5M 0.06% +6K +74.7% $255.43 -42.4%
Page 2 of 3  ·  49 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 39.6%
Financial Services 13.4%
Communication Services 9.3%
Healthcare 8.6%
Consumer Cyclical 8.0%
Industrials 7.5%
Consumer Defensive 4.9%
Utilities 3.3%
Basic Materials 2.9%
Energy 1.7%