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 | VWOB | VANGUARD WHITEHALL FDS | — | 613,500.0 | $41.3M | 0.67% | +167K | +37.5% | $67.24 | -1.4% |
| 22 | VOO | VANGUARD INDEX FDS | — | 49,000.0 | $33.7M | 0.55% | +7K | +17.8% | $686.81 | +2.5% |
| 23 | JPM | JPMORGAN CHASE & CO | Financial Services | 102,165.0 | $33.4M | 0.55% | -1K | -1.4% | $327.33 | +9.0% |
| 24 | PANW | PALO ALTO NETWORKS INC | Technology | 80,781.0 | $27.5M | 0.45% | +3K | +3.5% | $341.02 | -0.3% |
| 25 | MA | MASTERCARD INCORPORATED | Financial Services | 49,435.0 | $25.4M | 0.41% | +411.0 | +0.8% | $513.60 | +16.7% |
| 26 | MU | MICRON TECHNOLOGY INC | Technology | 21,838.0 | $25.2M | 0.41% | +8K | +57.0% | $1154.29 | -19.2% |
| 27 | META | META PLATFORMS INC | Communication Services | 44,583.0 | $25.1M | 0.41% | -2K | -3.6% | $563.29 | +1.2% |
| 28 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 24,746.0 | $25.0M | 0.41% | +149.0 | +0.6% | $1011.37 | +4.7% |
| 29 | USRT | ISHARES TR | — | 355,500.0 | $23.6M | 0.39% | +106K | +42.4% | $66.45 | +1.7% |
| 30 | GOOG | ALPHABET INC | — | 62,587.0 | $22.1M | 0.36% | -8K | -11.1% | $353.33 | — |
| 31 | WMT | WALMART INC | Consumer Defensive | 179,589.0 | $20.3M | 0.33% | +2K | +1.0% | $113.26 | -7.0% |
| 32 | VRT | VERTIV HOLDINGS CO | Industrials | 57,878.0 | $19.4M | 0.32% | +2K | +2.7% | $334.82 | -23.6% |
| 33 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 37,242.0 | $18.7M | 0.30% | +3K | +8.0% | $501.36 | +25.3% |
| 34 | IFRA | ISHARES TR | — | 294,600.0 | $18.6M | 0.30% | +128K | +77.4% | $63.04 | -5.5% |
| 35 | NEE | NEXTERA ENERGY INC | Utilities | 207,072.0 | $18.2M | 0.30% | +13K | +6.9% | $87.77 | -4.0% |
| 36 | WM | WASTE MGMT INC DEL | Industrials | 79,441.0 | $17.7M | 0.29% | +4K | +5.7% | $222.88 | -0.4% |
| 37 | GSG | ISHARES S&P GSCI COMMODITY- | Financial Services | 615,300.0 | $17.6M | 0.29% | -31K | -4.8% | $28.60 | +14.8% |
| 38 | FEZ | SPDR INDEX SHS FDS | — | 242,100.0 | $16.6M | 0.27% | -79K | -24.6% | $68.68 | +4.6% |
| 39 | GEV | GE VERNOVA INC | Utilities | 14,142.0 | $16.6M | 0.27% | +907.0 | +6.8% | $1174.86 | -21.2% |
| 40 | IEMG | ISHARES INC | — | 193,000.0 | $16.0M | 0.26% | +20K | +11.6% | $82.84 | -1.1% |
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
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%