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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 4 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NOW SERVICENOW INC Technology 28,226.0 $2.8M 0.05% -2K -7.4% $99.28 +27.9%
62 TKO TKO GROUP HOLDINGS INC Communication Services 12,933.0 $2.6M 0.04% -3K -17.9% $201.31 -3.9%
63 ORCL ORACLE CORP Technology 16,984.0 $2.5M 0.04% -995.0 -5.5% $146.55 -1.3%
64 AME AMETEK INC Industrials 9,915.0 $2.4M 0.04% -573.0 -5.5% $241.94 -0.1%
65 CW CURTISS WRIGHT CORP Industrials 3,062.0 $2.3M 0.04% -1K -26.0% $757.76 -19.5%
66 MCD MCDONALDS CORP Consumer Cyclical 8,580.0 $2.3M 0.04% -497.0 -5.5% $270.31 -0.8%
67 AEM AGNICO EAGLE MINES LTD Basic Materials 14,255.0 $2.2M 0.04% -4K -20.8% $155.15 +44.4%
68 TXN TEXAS INSTRS INC Technology 7,134.0 $2.1M 0.04% -429.0 -5.7% $298.07 -12.8%
69 HEI HEICO CORP NEW Industrials 5,927.0 $2.1M 0.04% -4K -39.7% $356.19 -1.4%
70 DELL DELL TECHNOLOGIES INC Technology 4,875.0 $2.1M 0.03% -315.0 -6.1% $431.46 +4.5%
71 SNPS SYNOPSYS INC Technology 4,697.0 $2.1M 0.03% -395.0 -7.8% $446.07 -8.4%
72 FORTINET INC 13,004.0 $2.0M 0.03% -7K -34.8% $153.62
73 EOG EOG RES INC Energy 15,259.0 $2.0M 0.03% -7K -31.1% $129.73 +13.2%
74 LIN LINDE PLC Basic Materials 3,736.0 $1.9M 0.03% -223.0 -5.6% $518.94 -6.1%
75 GILD GILEAD SCIENCES INC Healthcare 15,313.0 $1.9M 0.03% -923.0 -5.7% $126.34 +17.8%
76 UNP UNION PAC CORP Industrials 7,105.0 $1.9M 0.03% -470.0 -6.2% $272.00 +13.8%
77 TDY TELEDYNE TECHNOLOGIES INC Technology 2,774.0 $1.8M 0.03% -345.0 -11.1% $666.90 -6.0%
78 AMGN AMGEN INC Healthcare 5,099.0 $1.8M 0.03% -308.0 -5.7% $362.12 +22.1%
79 CSX CSX CORP Industrials 38,787.0 $1.8M 0.03% -2K -5.7% $47.53 +8.4%
80 APG API GROUP CORP Industrials 42,887.0 $1.8M 0.03% -7K -13.7% $42.35 -4.7%
Page 4 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%