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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 7 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HCA HCA HEALTHCARE INC COM Healthcare 2,071.0 $980K 0.02% +45.0 +2.2% $473.24 -13.9%
122 TER TERADYNE INC COM Technology 3,233.0 $958K 0.02% +122.0 +3.9% $296.46 +36.2%
123 MFC MANULIFE FINL CORP COM Financial Services 27,813.0 $958K 0.02% +607.0 +2.2% $34.44 +18.3%
124 CRM SALESFORCE INC COM Technology 5,098.0 $952K 0.02% +157.0 +3.2% $186.67 -11.6%
125 FDX FEDEX CORP COM Industrials 2,599.0 $926K 0.02% +99.0 +4.0% $356.18 -11.8%
126 TGT TARGET CORP COM Consumer Defensive 7,631.0 $925K 0.02% +159.0 +2.1% $121.20 +7.6%
127 CI THE CIGNA GROUP COM Healthcare 3,442.0 $918K 0.02% +95.0 +2.8% $266.75 +6.5%
128 USB US BANCORP COM NEW Financial Services 17,385.0 $904K 0.02% +494.0 +2.9% $52.01 +18.5%
129 NSC NORFOLK SOUTHN CORP COM Industrials 3,133.0 $899K 0.02% +46.0 +1.5% $287.00 +12.6%
130 PGR PROGRESSIVE CORP COM Financial Services 4,404.0 $873K 0.02% +97.0 +2.2% $198.24 +14.2%
131 DELL DELL TECHNOLOGIES INC CL C Technology 5,190.0 $852K 0.02% +149.0 +3.0% $164.13 +147.0%
132 SLB SLB LIMITED COM STK Energy 16,338.0 $840K 0.02% +681.0 +4.3% $51.39 -12.3%
133 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 2,563.0 $838K 0.02% +73.0 +2.9% $327.07 +12.9%
134 PNC PNC FINL SVCS GROUP INC COM Financial Services 4,004.0 $833K 0.02% +107.0 +2.8% $208.09 +20.0%
135 CMS CMS ENERGY CORP COM Utilities 10,718.0 $832K 0.02% +344.0 +3.3% $77.58 -1.4%
136 AMT AMERICAN TOWER CORP COM Real Estate 4,794.0 $827K 0.02% +127.0 +2.7% $172.58 -3.2%
137 ITW ILLINOIS TOOL WKS INC COM Industrials 3,115.0 $811K 0.02% +100.0 +3.3% $260.29 +3.8%
138 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 4,033.0 $800K 0.02% +99.0 +2.5% $198.29 -31.8%
139 DVN DEVON ENERGY CORP NEW COM Energy 15,684.0 $789K 0.02% +503.0 +3.3% $50.32 -19.5%
140 SPG SIMON PPTY GROUP INC NEW COM Real Estate 4,227.0 $788K 0.02% +112.0 +2.7% $186.53 +20.5%
Page 7 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%