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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 6 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SCHW SCHWAB CHARLES CORP COM Financial Services 13,295.0 $1.2M 0.03% +290.0 +2.2% $93.98 +2.6%
102 IBM INTERNATIONAL BUSINESS MACHS COM Technology 5,143.0 $1.2M 0.03% +141.0 +2.8% $242.39 +17.8%
103 ABT ABBOTT LABORATORIES COM Healthcare 12,100.0 $1.2M 0.03% +332.0 +2.8% $102.67 -9.4%
104 ALL ALLSTATE CORP COM Financial Services 5,953.0 $1.2M 0.03% +131.0 +2.2% $207.34 +18.9%
105 CVS CVS HEALTH CORP COM Healthcare 16,037.0 $1.2M 0.03% +439.0 +2.8% $71.82 +44.9%
106 DUK DUKE ENERGY CORP NEW COM NEW Utilities 8,640.0 $1.1M 0.03% +237.0 +2.8% $130.94 -3.2%
107 VLO VALERO ENERGY CORP COM Energy 4,523.0 $1.1M 0.03% +139.0 +3.2% $247.08 +10.2%
108 DLR DIGITAL RLTY TR INC COM Real Estate 6,177.0 $1.1M 0.03% +169.0 +2.8% $180.21 -2.7%
109 LECO LINCOLN ELEC HLDGS INC COM Industrials 4,411.0 $1.1M 0.03% +97.0 +2.2% $249.08 +4.1%
110 SHW SHERWIN WILLIAMS CO COM Basic Materials 3,410.0 $1.1M 0.03% +95.0 +2.9% $320.55 +7.1%
111 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 3,284.0 $1.1M 0.03% +90.0 +2.8% $330.87 -6.2%
112 CNI CANADIAN NATL RY CO COM Industrials 10,419.0 $1.1M 0.03% +229.0 +2.2% $102.77 +18.2%
113 CCK CROWN HLDGS INC COM Consumer Cyclical 10,639.0 $1.1M 0.03% +292.0 +2.8% $100.25 +12.1%
114 LYV LIVE NATION ENTERTAINMENT IN COM Communication Services 6,974.0 $1.1M 0.03% +153.0 +2.2% $152.51 +19.8%
115 AEP AMERICAN ELEC PWR CO INC COM Utilities 7,902.0 $1.0M 0.02% +172.0 +2.2% $131.08 +4.1%
116 ENB ENBRIDGE INC COM Energy 19,057.0 $1.0M 0.02% +436.0 +2.3% $54.14 -1.1%
117 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 10,912.0 $1.0M 0.02% +298.0 +2.8% $92.31 +0.0%
118 SRE SEMPRA COM Utilities 10,336.0 $1.0M 0.02% +284.0 +2.8% $97.17 -5.2%
119 ROL ROLLINS INC COM Consumer Cyclical 18,755.0 $1.0M 0.02% +467.0 +2.5% $53.41 -19.7%
120 NUE NUCOR CORP COM Basic Materials 5,874.0 $993K 0.02% +168.0 +2.9% $169.10 +28.8%
Page 6 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%