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Portfolio (Quarterly) Guide ↗

SUMITOMO LIFE INSURANCE CO

· CIK 0000937760
13F Portfolio $6.1B AUM 291 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 49 Added 212 Reduced 9 Exited
Page 10 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AWK AMERICAN WTR WKS CO INC NEW Utilities 4,331.0 $570K 0.01% -6K -58.4% $131.58 +4.5%
182 AJG GALLAGHER ARTHUR J & CO Financial Services 2,436.0 $559K 0.01% -74.0 -3.0% $229.57 +15.4%
183 DASH DOORDASH INC Communication Services 2,877.0 $531K 0.01% -91.0 -3.1% $184.53 +28.4%
184 CENCORA INC 1,831.0 $518K 0.01% -3K -60.1% $282.98
185 OXY OCCIDENTAL PETE CORP Energy 10,655.0 $518K 0.01% -231.0 -2.1% $48.57 +20.7%
186 HSY HERSHEY CO Consumer Defensive 2,896.0 $508K 0.01% -63.0 -2.1% $175.45 +5.6%
187 REGN REGENERON PHARMACEUTICALS Healthcare 806.0 $503K 0.01% -20.0 -2.4% $623.54 +30.7%
188 INTU INTUIT Technology 1,907.0 $498K 0.01% -5K -72.6% $261.00 +32.5%
189 GRMN GARMIN LTD Technology 2,089.0 $496K 0.01% -56.0 -2.6% $237.54 +21.7%
190 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 6,106.0 $496K 0.01% -201.0 -3.2% $81.16 -8.8%
191 NKE NIKE INC Consumer Cyclical 11,995.0 $492K 0.01% -299.0 -2.4% $41.05 -6.0%
192 CMCSA COMCAST CORP NEW Communication Services 19,589.0 $481K 0.01% -535.0 -2.7% $24.55 +10.8%
193 ACN ACCENTURE PLC IRELAND Technology 3,836.0 $477K 0.01% -197.0 -4.9% $124.44 +45.8%
194 SOFI SOFI TECHNOLOGIES INC Financial Services 26,329.0 $472K 0.01% -26K -49.7% $17.93 +5.1%
195 XEL XCEL ENERGY INC Utilities 5,842.0 $469K 0.01% -159.0 -2.6% $80.30 -3.3%
196 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,851.0 $452K 0.01% -242.0 -3.0% $57.62 +17.3%
197 CHD CHURCH & DWIGHT CO INC Consumer Defensive 4,552.0 $441K 0.01% -123.0 -2.6% $96.88 +6.2%
198 PSA PUBLIC STORAGE Real Estate 1,375.0 $438K 0.01% -11.0 -0.8% $318.31 -0.3%
199 TSN TYSON FOODS INC Consumer Defensive 7,501.0 $429K 0.01% -231.0 -3.0% $57.25 -1.2%
200 EQR EQUITY RESIDENTIAL Real Estate 6,306.0 $428K 0.01% -88.0 -1.4% $67.93 +0.3%
Page 10 of 11  ·  212 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 39.6%
Financial Services 13.4%
Communication Services 9.3%
Healthcare 8.6%
Consumer Cyclical 8.0%
Industrials 7.5%
Consumer Defensive 4.9%
Utilities 3.3%
Basic Materials 2.9%
Energy 1.7%