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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 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 WEC WEC ENERGY GROUP INC Utilities 10,614.0 $1.2M 0.02% -622.0 -5.5% $116.77 -8.1%
182 NUE NUCOR CORP Basic Materials 5,540.0 $1.2M 0.02% -334.0 -5.7% $222.75 +13.4%
183 LYV LIVE NATION ENTERTAINMENT IN Communication Services 6,593.0 $1.2M 0.02% -381.0 -5.5% $183.11 +0.3%
184 CNI CANADIAN NATL RY CO Industrials 9,848.0 $1.2M 0.02% -571.0 -5.5% $119.24 +7.2%
185 COF CAPITAL ONE FINL CORP Financial Services 5,828.0 $1.2M 0.02% -6K -51.2% $200.62 +8.1%
186 SCHW SCHWAB CHARLES CORP Financial Services 12,619.0 $1.2M 0.02% -676.0 -5.1% $92.27 +18.6%
187 DCI DONALDSON INC Industrials 12,875.0 $1.2M 0.02% NEW $89.77 +5.8%
188 MIR MIRION TECHNOLOGIES INC Industrials 63,697.0 $1.1M 0.02% -13K -16.9% $17.93 -16.8%
189 PLD PROLOGIS INC. Real Estate 8,373.0 $1.1M 0.02% NEW $135.47 +4.9%
190 CCK CROWN HLDGS INC Consumer Cyclical 10,076.0 $1.1M 0.02% -563.0 -5.3% $111.82 +7.2%
191 VLO VALERO ENERGY CORP Energy 4,294.0 $1.1M 0.02% -229.0 -5.1% $260.44 +33.6%
192 SHW SHERWIN WILLIAMS CO Basic Materials 3,229.0 $1.1M 0.02% -181.0 -5.3% $344.32 +1.1%
193 PFE PFIZER INC Healthcare 46,132.0 $1.1M 0.02% -2K -5.1% $24.08 +17.8%
194 LECO LINCOLN ELEC HLDGS INC Industrials 4,169.0 $1.1M 0.02% -242.0 -5.5% $265.51 +9.2%
195 MFC MANULIFE FINL CORP Financial Services 26,401.0 $1.1M 0.02% -1K -5.1% $40.51 +7.1%
196 DLR DIGITAL RLTY TR INC Real Estate 5,851.0 $1.1M 0.02% -326.0 -5.3% $179.58 +7.2%
197 ABT ABBOTT LABORATORIES Healthcare 11,459.0 $1.0M 0.02% -641.0 -5.3% $90.74 +26.4%
198 DUK DUKE ENERGY CORP NEW Utilities 8,183.0 $1.0M 0.02% -457.0 -5.3% $126.58 -3.7%
199 AEP AMERICAN ELEC PWR CO INC Utilities 7,502.0 $1.0M 0.02% -400.0 -5.1% $136.81 -9.9%
200 FTAI AVIATION LTD 3,713.0 $1.0M 0.02% NEW $270.53
Page 10 of 15  ·  291 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%