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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 5 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 COP CONOCOPHILLIPS COM Energy 13,475.0 $1.8M 0.04% +295.0 +2.2% $132.00 -21.1%
82 CSX CSX CORP COM Industrials 41,123.0 $1.7M 0.04% +1K +2.8% $41.05 +19.9%
83 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 3,838.0 $1.7M 0.04% +1K +48.1% $433.97 -3.0%
84 BLK BLACKROCK INC COM Financial Services 1,715.0 $1.6M 0.04% +47.0 +2.8% $961.71 +3.2%
85 SO SOUTHERN CO COM Utilities 16,905.0 $1.6M 0.04% +463.0 +2.8% $96.52 -0.7%
86 TRV TRAVELERS COMPANIES INC COM Financial Services 5,383.0 $1.6M 0.04% +147.0 +2.8% $291.68 +15.4%
87 GM GENERAL MTRS CO COM Consumer Cyclical 20,026.0 $1.5M 0.04% +549.0 +2.8% $74.50 +1.1%
88 LOW LOWES COS INC COM Consumer Cyclical 6,314.0 $1.5M 0.04% +174.0 +2.8% $236.28 -5.9%
89 DE DEERE & CO COM Industrials 2,624.0 $1.5M 0.04% +73.0 +2.9% $563.30 +12.1%
90 TXN TEXAS INSTRS INC COM Technology 7,563.0 $1.5M 0.04% +207.0 +2.8% $194.14 +54.7%
91 EQIX EQUINIX INC COM Real Estate 1,483.0 $1.5M 0.03% +584.0 +65.0% $980.24 +2.7%
92 CENCORA INC COM 4,588.0 $1.4M 0.03% +126.0 +2.8% $314.14
93 T AT&T INC COM Communication Services 49,327.0 $1.4M 0.03% +1K +2.2% $28.99 -28.6%
94 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 11,897.0 $1.4M 0.03% +300.0 +2.6% $118.62 +1.0%
95 PFE PFIZER INC COM Healthcare 48,600.0 $1.4M 0.03% +1K +2.2% $28.08 -13.2%
96 INTC INTEL CORP COM Technology 30,049.0 $1.3M 0.03% +12K +66.9% $44.13 +184.1%
97 DHR DANAHER CORP DEL COM Healthcare 6,987.0 $1.3M 0.03% +192.0 +2.8% $189.60 +2.9%
98 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 22,761.0 $1.3M 0.03% +623.0 +2.8% $57.64 +4.1%
99 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 4,288.0 $1.3M 0.03% +2K +79.6% $304.08 +9.8%
100 MO ALTRIA GROUP INC COM Consumer Defensive 19,134.0 $1.3M 0.03% +524.0 +2.8% $65.99 +9.9%
Page 5 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%