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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TIP ISHARES TR TIPS BD ETF 1,513,455.0 $167.0M 3.93% NEW $110.36 -2.0%
2 STX SEAGATE TECHNOLOGY HLDNGS PL ORD SHS Technology 4,544.0 $1.8M 0.04% NEW $391.76 +133.6%
3 WEC WEC ENERGY GROUP INC COM Utilities 11,236.0 $1.3M 0.03% NEW $115.77 +0.4%
4 RPRX ROYALTY PHARMA PLC SHS CLASS A Healthcare 24,214.0 $1.2M 0.03% NEW $47.97 +16.3%
5 GLW CORNING INC COM Technology 7,902.0 $1.1M 0.03% NEW $135.97 +62.3%
6 FCX FREEPORT MCMORAN INC CL B Basic Materials 14,403.0 $847K 0.02% NEW $58.78 +3.0%
7 IHG INTERCONTINENTAL HOTELS GROU SPONSORED ADS Consumer Cyclical 6,020.0 $803K 0.02% NEW $133.46 +26.2%
8 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 2,584.0 $711K 0.02% NEW $275.18 +11.3%
9 WAT WATERS CORP COM Healthcare 315.0 $94K 0.00% NEW $297.80 +27.0%
10 CTVA CORTEVA INC COM Basic Materials 26,800.0 $2K NEW $0.08 +99716.0%
11 BUNGE GLOBAL SA COM SHS 17,500.0 $2K NEW $0.13
12 NTR NUTRIEN LTD COM Basic Materials 28,700.0 $2K NEW $0.08 +84170.6%

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%