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 | JPM | JPMORGAN CHASE & CO. COM | Financial Services | 95,604.0 | $30.8M | 0.84% | NEW | — | $322.22 | +3.7% |
| 22 | USHY | ISHARES TR BROAD USD HIGH | — | 754,000.0 | $28.2M | 0.77% | NEW | — | $37.40 | -1.5% |
| 23 | MA | MASTERCARD INCORPORATED CL A | Financial Services | 45,499.0 | $26.0M | 0.71% | NEW | — | $570.88 | -8.5% |
| 24 | FEZ | SPDR INDEX SHS FDS EURO STOXX 50 | — | 391,300.0 | $25.2M | 0.69% | NEW | — | $64.39 | +5.5% |
| 25 | GOOG | ALPHABET INC CAP STK CL C | Communication Services | 71,504.0 | $22.4M | 0.61% | NEW | — | $313.80 | +14.1% |
| 26 | IEMG | ISHARES INC CORE MSCI EMKT | — | 324,000.0 | $21.8M | 0.60% | NEW | — | $67.22 | +19.9% |
| 27 | GS | GOLDMAN SACHS GROUP INC COM | Financial Services | 22,680.0 | $19.9M | 0.55% | NEW | — | $879.00 | +16.0% |
| 28 | WMT | WALMART INC COM | Consumer Defensive | 156,394.0 | $17.4M | 0.48% | NEW | — | $111.41 | -2.3% |
| 29 | USRT | ISHARES TR CRE U S REIT ETF | — | 293,300.0 | $16.7M | 0.46% | NEW | — | $56.96 | +16.9% |
| 30 | VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | — | 26,600.0 | $16.7M | 0.46% | NEW | — | $627.13 | +9.3% |
| 31 | TMO | THERMO FISHER SCIENTIFIC INC COM | Healthcare | 28,470.0 | $16.5M | 0.45% | NEW | — | $579.45 | -11.4% |
| 32 | SPGI | S&P GLOBAL INC COM | Financial Services | 30,949.0 | $16.2M | 0.44% | NEW | — | $522.59 | -20.6% |
| 33 | WM | WASTE MGMT INC DEL COM | Industrials | 72,776.0 | $16.0M | 0.44% | NEW | — | $219.71 | +2.0% |
| 34 | NOW | SERVICENOW INC COM | Technology | 103,070.0 | $15.8M | 0.43% | NEW | — | $153.19 | -30.9% |
| 35 | CME | CME GROUP INC COM | Financial Services | 50,438.0 | $13.8M | 0.38% | NEW | — | $273.08 | -15.4% |
| 36 | UBER | UBER TECHNOLOGIES INC COM | Technology | 168,333.0 | $13.8M | 0.38% | NEW | — | $81.71 | -11.1% |
| 37 | PANW | PALO ALTO NETWORKS INC COM | Technology | 73,658.0 | $13.6M | 0.37% | NEW | — | $184.20 | +91.1% |
| 38 | ISRG | INTUITIVE SURGICAL INC COM NEW | Healthcare | 22,978.0 | $13.0M | 0.36% | NEW | — | $566.36 | -29.0% |
| 39 | BSX | BOSTON SCIENTIFIC CORP COM | Healthcare | 136,372.0 | $13.0M | 0.36% | NEW | — | $95.35 | -54.8% |
| 40 | NEE | NEXTERA ENERGY INC COM | Utilities | 149,957.0 | $12.0M | 0.33% | NEW | — | $80.28 | +7.6% |
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
35.8%
Financial Services
16.9%
Communication Services
11.4%
Healthcare
9.1%
Consumer Cyclical
8.9%
Industrials
6.9%
Consumer Defensive
4.0%
Basic Materials
3.0%
Utilities
1.9%
Energy
1.6%