Portfolio (Quarterly)
Guide ↗
SUMITOMO LIFE INSURANCE CO
· CIK 0000937760| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | AMAT | APPLIED MATLS INC | Technology | 8,446.0 | $6.1M | 0.10% | -524.0 | -5.8% | $723.00 | -33.6% |
| 22 | XOM | EXXON MOBIL CORP | Energy | 43,296.0 | $5.9M | 0.10% | -2K | -5.5% | $136.72 | +17.5% |
| 23 | — | BERKSHIRE HATHAWAY INC DEL | — | 10,849.0 | $5.4M | 0.09% | -628.0 | -5.5% | $500.39 | — |
| 24 | GE | GE AEROSPACE | Industrials | 14,249.0 | $5.3M | 0.09% | -835.0 | -5.5% | $373.73 | -6.5% |
| 25 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 6,789.0 | $5.2M | 0.09% | -1K | -13.3% | $190.78 | -2.8% |
| 26 | WDC | WESTERN DIGITAL CORP | Technology | 7,804.0 | $5.0M | 0.08% | -2K | -22.1% | $638.72 | -29.4% |
| 27 | LRCX | LAM RESEARCH CORP | Technology | 11,458.0 | $5.0M | 0.08% | -670.0 | -5.5% | $433.33 | -27.4% |
| 28 | ABBV | ABBVIE INC | Healthcare | 19,641.0 | $4.9M | 0.08% | -2K | -9.6% | $251.64 | +5.6% |
| 29 | PWR | QUANTA SVCS INC | Industrials | 6,404.0 | $4.6M | 0.07% | -3K | -29.3% | $720.04 | -16.1% |
| 30 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 24,301.0 | $4.4M | 0.07% | -4K | -12.8% | $180.91 | +7.2% |
| 31 | AXP | AMERICAN EXPRESS CO | Financial Services | 12,756.0 | $4.3M | 0.07% | -2K | -13.5% | $338.25 | -0.7% |
| 32 | ETN | EATON CORP PLC | Industrials | 9,947.0 | $4.2M | 0.07% | -2K | -13.7% | $426.12 | -4.0% |
| 33 | NEM | NEWMONT CORP | Basic Materials | 44,712.0 | $4.2M | 0.07% | -9K | -16.6% | $93.38 | +44.7% |
| 34 | MS | MORGAN STANLEY | Financial Services | 19,712.0 | $4.1M | 0.07% | -1K | -5.5% | $209.04 | +3.7% |
| 35 | WMB | WILLIAMS COS INC | Energy | 55,380.0 | $4.1M | 0.07% | -15K | -21.4% | $74.34 | -4.4% |
| 36 | FIX | COMFORT SYS USA INC | Industrials | 2,060.0 | $4.1M | 0.07% | -493.0 | -19.3% | $1981.95 | -21.2% |
| 37 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 4,334.0 | $4.1M | 0.07% | -250.0 | -5.5% | $935.47 | +2.6% |
| 38 | TT | TRANE TECHNOLOGIES PLC | Industrials | 7,909.0 | $3.9M | 0.06% | -2K | -21.0% | $491.16 | -7.3% |
| 39 | STX | SEAGATE TECHNOLOGY HLDNGS PL | Technology | 3,927.0 | $3.8M | 0.06% | -617.0 | -13.6% | $965.00 | -14.9% |
| 40 | HD | HOME DEPOT INC | Consumer Cyclical | 10,224.0 | $3.6M | 0.06% | -592.0 | -5.5% | $352.68 | -4.2% |
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
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%