Portfolio (Quarterly)
Guide ↗
SUMITOMO LIFE INSURANCE CO
· CIK 0000937760| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | KLAC | KLA CORP | Technology | 20,787.0 | $6.3M | 0.10% | +18K | +757.5% | $301.71 | -39.2% |
| 62 | V | VISA INC | Financial Services | 18,080.0 | $6.2M | 0.10% | -1K | -5.5% | $343.09 | +12.0% |
| 63 | COHR | COHERENT CORP | Technology | 15,612.0 | $6.2M | 0.10% | NEW | — | $394.47 | -27.0% |
| 64 | AMAT | APPLIED MATLS INC | Technology | 8,446.0 | $6.1M | 0.10% | -524.0 | -5.8% | $723.00 | -33.6% |
| 65 | XOM | EXXON MOBIL CORP | Energy | 43,296.0 | $5.9M | 0.10% | -2K | -5.5% | $136.72 | +17.5% |
| 66 | INTC | INTEL CORP | Technology | 41,796.0 | $5.8M | 0.10% | +12K | +39.1% | $139.63 | -37.3% |
| 67 | MDB | MONGODB INC | Technology | 16,900.0 | $5.7M | 0.09% | +4K | +30.0% | $335.90 | +20.5% |
| 68 | — | BERKSHIRE HATHAWAY INC DEL | — | 10,849.0 | $5.4M | 0.09% | -628.0 | -5.5% | $500.39 | — |
| 69 | GE | GE AEROSPACE | Industrials | 14,249.0 | $5.3M | 0.09% | -835.0 | -5.5% | $373.73 | -6.5% |
| 70 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 6,789.0 | $5.2M | 0.09% | -1K | -13.3% | $190.78 | -2.8% |
| 71 | WDC | WESTERN DIGITAL CORP | Technology | 7,804.0 | $5.0M | 0.08% | -2K | -22.1% | $638.72 | -29.4% |
| 72 | LRCX | LAM RESEARCH CORP | Technology | 11,458.0 | $5.0M | 0.08% | -670.0 | -5.5% | $433.33 | -27.4% |
| 73 | ABBV | ABBVIE INC | Healthcare | 19,641.0 | $4.9M | 0.08% | -2K | -9.6% | $251.64 | +5.6% |
| 74 | PWR | QUANTA SVCS INC | Industrials | 6,404.0 | $4.6M | 0.07% | -3K | -29.3% | $720.04 | -16.1% |
| 75 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 24,301.0 | $4.4M | 0.07% | -4K | -12.8% | $180.91 | +7.2% |
| 76 | SNDK | SANDISK CORP | Technology | 1,900.0 | $4.3M | 0.07% | NEW | — | $2273.73 | -34.9% |
| 77 | AXP | AMERICAN EXPRESS CO | Financial Services | 12,756.0 | $4.3M | 0.07% | -2K | -13.5% | $338.25 | -0.7% |
| 78 | ETN | EATON CORP PLC | Industrials | 9,947.0 | $4.2M | 0.07% | -2K | -13.7% | $426.12 | -4.0% |
| 79 | NEM | NEWMONT CORP | Basic Materials | 44,712.0 | $4.2M | 0.07% | -9K | -16.6% | $93.38 | +44.7% |
| 80 | MS | MORGAN STANLEY | Financial Services | 19,712.0 | $4.1M | 0.07% | -1K | -5.5% | $209.04 | +3.7% |
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%