Portfolio (Quarterly)
Guide ↗
SUMITOMO LIFE INSURANCE CO
· CIK 0000937760| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | IEMG | ISHARES INC CORE MSCI EMKT | — | 173,000.0 | $12.1M | 0.28% | -151K | -46.6% | $69.75 | +15.6% |
| 42 | ISRG | INTUITIVE SURGICAL INC COM NEW | Healthcare | 25,980.0 | $12.0M | 0.28% | +3K | +13.1% | $460.99 | -12.7% |
| 43 | GEV | GE VERNOVA INC COM | Utilities | 13,235.0 | $11.6M | 0.27% | +10K | +284.1% | $872.90 | +30.0% |
| 44 | ABNB | AIRBNB INC COM CL A | Consumer Cyclical | 85,520.0 | $10.8M | 0.25% | +9K | +11.5% | $126.28 | +16.7% |
| 45 | TMUS | T-MOBILE US INC COM | Communication Services | 51,312.0 | $10.8M | 0.25% | +11K | +27.3% | $210.03 | -17.6% |
| 46 | VMC | VULCAN MATLS CO COM | Basic Materials | 39,025.0 | $10.6M | 0.25% | +6K | +16.5% | $272.30 | +8.3% |
| 47 | SYY | SYSCO CORP COM | Consumer Defensive | 139,179.0 | $9.9M | 0.23% | +44K | +45.9% | $71.33 | +17.1% |
| 48 | BSX | BOSTON SCIENTIFIC CORP COM | Healthcare | 152,429.0 | $9.6M | 0.23% | +16K | +11.8% | $62.75 | -31.4% |
| 49 | IFRA | ISHARES TR US INFRASTRUC | — | 166,100.0 | $9.5M | 0.22% | -31K | -15.6% | $57.20 | +8.2% |
| 50 | TSLA | TESLA INC COM | Consumer Cyclical | 25,420.0 | $9.4M | 0.22% | +649.0 | +2.6% | $371.75 | +14.4% |
| 51 | CDNS | CADENCE DESIGN SYSTEM INC COM | Technology | 29,936.0 | $8.3M | 0.20% | +6K | +26.9% | $277.87 | +35.9% |
| 52 | BAC | BANK AMERICA CORP COM | Financial Services | 159,783.0 | $7.8M | 0.18% | -2K | -1.3% | $48.75 | +19.7% |
| 53 | XOM | EXXON MOBIL CORP COM | Energy | 45,793.0 | $7.8M | 0.18% | +10K | +29.3% | $169.66 | -19.7% |
| 54 | ZTS | ZOETIS INC CL A | Healthcare | 64,900.0 | $7.7M | 0.18% | +6K | +11.1% | $118.21 | -38.7% |
| 55 | DDOG | DATADOG INC CL A COM | Technology | 61,190.0 | $7.2M | 0.17% | -11K | -15.4% | $118.05 | +124.0% |
| 56 | JNJ | JOHNSON & JOHNSON COM | Healthcare | 26,792.0 | $6.5M | 0.15% | +7K | +36.9% | $244.44 | +3.9% |
| 57 | V | VISA INC COM CL A | Financial Services | 19,126.0 | $5.8M | 0.14% | +481.0 | +2.6% | $302.24 | +16.2% |
| 58 | — | BERKSHIRE HATHAWAY INC DEL CL B NEW | — | 11,477.0 | $5.5M | 0.13% | +289.0 | +2.6% | $479.20 | — |
| 59 | CAT | CATERPILLAR INC COM | Industrials | 7,548.0 | $5.3M | 0.13% | +1K | +17.1% | $708.46 | +39.9% |
| 60 | PAYX | PAYCHEX INC COM | Industrials | 56,500.0 | $5.2M | 0.12% | -28K | -33.2% | $92.12 | +11.5% |
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%