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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 8 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PNC PNC FINL SVCS GROUP INC Financial Services 3,786.0 $932K 0.01% -218.0 -5.4% $246.22 -0.0%
142 NSC NORFOLK SOUTHN CORP Industrials 2,957.0 $930K 0.01% -176.0 -5.6% $314.59 +12.6%
143 PGR PROGRESSIVE CORP Financial Services 4,181.0 $913K 0.01% -223.0 -5.1% $218.45 +1.8%
144 SRE SEMPRA Utilities 9,790.0 $908K 0.01% -546.0 -5.3% $92.71 -8.1%
145 HOOD ROBINHOOD MKTS INC Financial Services 8,987.0 $901K 0.01% -532.0 -5.6% $100.28 +8.4%
146 CI THE CIGNA GROUP Healthcare 3,259.0 $898K 0.01% -183.0 -5.3% $275.68 +2.6%
147 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,420.0 $897K 0.01% -143.0 -5.6% $370.59 -3.7%
148 SPG SIMON PPTY GROUP INC NEW Real Estate 3,997.0 $894K 0.01% -230.0 -5.4% $223.65 -2.5%
149 FCX FREEPORT MCMORAN INC Basic Materials 13,663.0 $859K 0.01% -740.0 -5.1% $62.89 +25.0%
150 SNOW SNOWFLAKE INC Technology 3,338.0 $850K 0.01% -91.0 -2.6% $254.50 +23.7%
151 DHI D R HORTON INC Consumer Cyclical 4,987.0 $812K 0.01% -298.0 -5.6% $162.88 -8.1%
152 SBUX STARBUCKS CORP Consumer Cyclical 7,935.0 $811K 0.01% -504.0 -6.0% $102.19 +5.0%
153 FDX FEDEX CORP Industrials 2,575.0 $806K 0.01% -24.0 -0.9% $313.13 +8.2%
154 CMS CMS ENERGY CORP Utilities 10,079.0 $771K 0.01% -639.0 -6.0% $76.50 -9.7%
155 HCA HCA HEALTHCARE INC Healthcare 1,966.0 $767K 0.01% -105.0 -5.1% $389.89 +9.8%
156 CRM SALESFORCE INC Technology 4,812.0 $754K 0.01% -286.0 -5.6% $156.66 +29.9%
157 A AGILENT TECHNOLOGIES INC Healthcare 5,639.0 $749K 0.01% -153.0 -2.6% $132.83 +15.0%
158 CRH PLC 6,965.0 $745K 0.01% -416.0 -5.6% $107.00
159 PCAR PACCAR INC Industrials 6,201.0 $745K 0.01% -370.0 -5.6% $120.12 +7.8%
160 AMT AMERICAN TOWER CORP Real Estate 4,533.0 $741K 0.01% -261.0 -5.4% $163.57 +8.0%
Page 8 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%