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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 14 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 REGN REGENERON PHARMACEUTICALS Healthcare 806.0 $503K 0.01% -20.0 -2.4% $623.54 +33.7%
262 INTU INTUIT Technology 1,907.0 $498K 0.01% -5K -72.6% $261.00 +37.0%
263 GRMN GARMIN LTD Technology 2,089.0 $496K 0.01% -56.0 -2.6% $237.54 +21.4%
264 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 6,106.0 $496K 0.01% -201.0 -3.2% $81.16 -9.7%
265 NKE NIKE INC Consumer Cyclical 11,995.0 $492K 0.01% -299.0 -2.4% $41.05 -3.8%
266 RBC RBC BEARINGS INC Industrials 754.0 $486K 0.01% NEW $644.06 -23.0%
267 CMCSA COMCAST CORP NEW Communication Services 19,589.0 $481K 0.01% -535.0 -2.7% $24.55 +10.4%
268 ACN ACCENTURE PLC IRELAND Technology 3,836.0 $477K 0.01% -197.0 -4.9% $124.44 +50.2%
269 SOFI SOFI TECHNOLOGIES INC Financial Services 26,329.0 $472K 0.01% -26K -49.7% $17.93 +6.0%
270 XEL XCEL ENERGY INC Utilities 5,842.0 $469K 0.01% -159.0 -2.6% $80.30 -3.9%
271 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,851.0 $452K 0.01% -242.0 -3.0% $57.62 +17.9%
272 CHD CHURCH & DWIGHT CO INC Consumer Defensive 4,552.0 $441K 0.01% -123.0 -2.6% $96.88 +5.9%
273 PSA PUBLIC STORAGE Real Estate 1,375.0 $438K 0.01% -11.0 -0.8% $318.31 +1.4%
274 TSN TYSON FOODS INC Consumer Defensive 7,501.0 $429K 0.01% -231.0 -3.0% $57.25 -0.1%
275 EQR EQUITY RESIDENTIAL Real Estate 6,306.0 $428K 0.01% -88.0 -1.4% $67.93 +0.3%
276 MKC MCCORMICK & CO INC Consumer Defensive 8,396.0 $423K 0.01% -258.0 -3.0% $50.42 +8.1%
277 ABNB AIRBNB INC Consumer Cyclical 2,895.0 $414K 0.01% -83K -96.6% $143.10 +33.1%
278 Q QNITY ELECTRONICS INC Technology 2,385.0 $389K 0.01% -43.0 -1.8% $163.31 -22.5%
279 DG DOLLAR GEN CORP Consumer Defensive 3,138.0 $361K 0.01% -46.0 -1.4% $115.11 +6.5%
280 BIIB BIOGEN INC Healthcare 1,648.0 $356K 0.01% -24.0 -1.4% $216.06 +2.2%
Page 14 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%