Portfolio (Quarterly)
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SUMITOMO LIFE INSURANCE CO
· CIK 0000937760| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | AXP | AMERICAN EXPRESS CO COM | Financial Services | 15,303.0 | $5.7M | 0.15% | NEW | — | $369.95 | -5.7% |
| 62 | — | BERKSHIRE HATHAWAY INC DEL CL B NEW | — | 11,188.0 | $5.6M | 0.15% | NEW | — | $502.65 | — |
| 63 | NEM | NEWMONT CORP COM | Basic Materials | 52,846.0 | $5.3M | 0.14% | NEW | — | $99.88 | -3.2% |
| 64 | ORCL | ORACLE CORP COM | Technology | 26,061.0 | $5.1M | 0.14% | NEW | — | $194.91 | -27.1% |
| 65 | APP | APPLOVIN CORP COM CL A | Technology | 7,270.0 | $4.9M | 0.13% | NEW | — | $673.82 | -18.6% |
| 66 | CRWD | CROWDSTRIKE HLDGS INC CL A | Technology | 10,015.0 | $4.7M | 0.13% | NEW | — | $468.76 | -58.1% |
| 67 | PM | PHILIP MORRIS INTL INC COM | Consumer Defensive | 28,529.0 | $4.6M | 0.12% | NEW | — | $160.40 | +13.7% |
| 68 | AFRM | AFFIRM HLDGS INC COM CL A | Technology | 61,100.0 | $4.5M | 0.12% | NEW | — | $74.43 | +12.8% |
| 69 | WMB | WILLIAMS COS INC COM | Energy | 74,411.0 | $4.5M | 0.12% | NEW | — | $60.11 | +20.6% |
| 70 | ABBV | ABBVIE INC COM | Healthcare | 19,314.0 | $4.4M | 0.12% | NEW | — | $228.49 | +13.3% |
| 71 | ANET | ARISTA NETWORKS INC COM SHS | Technology | 33,504.0 | $4.4M | 0.12% | NEW | — | $131.03 | +22.7% |
| 72 | PH | PARKER-HANNIFIN CORP COM | Industrials | 4,935.0 | $4.3M | 0.12% | NEW | — | $878.96 | +9.0% |
| 73 | XOM | EXXON MOBIL CORP COM | Energy | 35,423.0 | $4.3M | 0.12% | NEW | — | $120.34 | +14.6% |
| 74 | PLTR | PALANTIR TECHNOLOGIES INC CL A | Technology | 23,411.0 | $4.2M | 0.11% | NEW | — | $177.75 | -27.5% |
| 75 | TT | TRANE TECHNOLOGIES PLC SHS | Industrials | 10,620.0 | $4.1M | 0.11% | NEW | — | $389.20 | +22.0% |
| 76 | JNJ | JOHNSON & JOHNSON COM | Healthcare | 19,569.0 | $4.0M | 0.11% | NEW | — | $206.95 | +25.9% |
| 77 | NFLX | NETFLIX INC COM | Communication Services | 42,553.0 | $4.0M | 0.11% | NEW | — | $93.76 | -18.2% |
| 78 | PWR | QUANTA SVCS INC COM | Industrials | 9,414.0 | $4.0M | 0.11% | NEW | — | $422.06 | +60.0% |
| 79 | GE | GE AEROSPACE COM NEW | Industrials | 12,628.0 | $3.9M | 0.11% | NEW | — | $308.03 | +22.4% |
| 80 | MU | MICRON TECHNOLOGY INC COM | Technology | 13,558.0 | $3.9M | 0.11% | NEW | — | $285.41 | +249.9% |
① 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
35.8%
Financial Services
16.9%
Communication Services
11.4%
Healthcare
9.1%
Consumer Cyclical
8.9%
Industrials
6.9%
Consumer Defensive
4.0%
Basic Materials
3.0%
Utilities
1.9%
Energy
1.6%