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 | VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | — | 41,600.0 | $24.9M | 0.58% | +15K | +56.4% | $597.55 | +14.7% |
| 22 | MA | MASTERCARD INCORPORATED CL A | Financial Services | 49,024.0 | $24.5M | 0.58% | +4K | +7.8% | $499.66 | +4.6% |
| 23 | VNQ | VANGUARD INDEX FDS REAL ESTATE ETF | — | 266,083.0 | $23.6M | 0.56% | -284K | -51.6% | $88.70 | +9.2% |
| 24 | USHY | ISHARES TR BROAD USD HIGH | — | 610,700.0 | $22.5M | 0.53% | -143K | -19.0% | $36.84 | +0.0% |
| 25 | WMT | WALMART INC COM | Consumer Defensive | 177,754.0 | $22.1M | 0.52% | +21K | +13.7% | $124.28 | -12.4% |
| 26 | GSG | ISHARES S&P GSCI COMMODITY- UNIT BEN INT | Financial Services | 646,328.0 | $20.8M | 0.49% | -1.1M | -63.0% | $32.25 | -12.2% |
| 27 | GS | GOLDMAN SACHS GROUP INC COM | Financial Services | 24,597.0 | $20.8M | 0.49% | +2K | +8.4% | $845.99 | +20.5% |
| 28 | GOOG | ALPHABET INC CAP STK CL C | Communication Services | 70,399.0 | $20.2M | 0.47% | -1K | -1.6% | $286.86 | +24.8% |
| 29 | FEZ | SPDR INDEX SHS FDS STATE STREET SPD | — | 321,200.0 | $19.9M | 0.47% | -70K | -17.9% | $62.08 | +9.4% |
| 30 | NEE | NEXTERA ENERGY INC COM | Utilities | 193,758.0 | $18.0M | 0.42% | +44K | +29.2% | $92.88 | -7.0% |
| 31 | WM | WASTE MGMT INC DEL COM | Industrials | 75,195.0 | $17.3M | 0.41% | +2K | +3.3% | $229.79 | -2.5% |
| 32 | TMO | THERMO FISHER SCIENTIFIC INC COM | Healthcare | 34,481.0 | $16.9M | 0.40% | +6K | +21.1% | $491.53 | +4.4% |
| 33 | CME | CME GROUP INC COM | Financial Services | 55,401.0 | $16.4M | 0.39% | +5K | +9.8% | $295.35 | -21.8% |
| 34 | UBER | UBER TECHNOLOGIES INC COM | Technology | 213,229.0 | $15.3M | 0.36% | +45K | +26.7% | $71.93 | +1.0% |
| 35 | PG | PROCTER & GAMBLE CO COM | Consumer Defensive | 103,252.0 | $14.9M | 0.35% | +24K | +30.6% | $144.44 | +2.1% |
| 36 | USRT | ISHARES TR CRE U S REIT ETF | — | 249,700.0 | $14.8M | 0.35% | -44K | -14.9% | $59.19 | +12.5% |
| 37 | SPGI | S&P GLOBAL INC COM | Financial Services | 34,695.0 | $14.8M | 0.35% | +4K | +12.1% | $425.34 | -2.4% |
| 38 | VRT | VERTIV HOLDINGS CO COM CL A | Industrials | 56,349.0 | $14.1M | 0.33% | -10K | -14.8% | $250.58 | +24.3% |
| 39 | MELI | MERCADOLIBRE INC COM | Consumer Cyclical | 7,300.0 | $12.6M | 0.30% | +2K | +25.9% | $1729.02 | +0.8% |
| 40 | PANW | PALO ALTO NETWORKS INC COM | Technology | 78,075.0 | $12.5M | 0.29% | +4K | +6.0% | $160.32 | +119.6% |
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
33.8%
Financial Services
15.0%
Communication Services
11.4%
Healthcare
9.5%
Consumer Cyclical
8.9%
Industrials
7.6%
Consumer Defensive
5.3%
Utilities
3.3%
Energy
2.5%
Basic Materials
2.0%