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Portfolio (Quarterly) Guide ↗

SUMITOMO LIFE INSURANCE CO

· CIK 0000937760
13F Portfolio $4.3B AUM 282 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 192 Added 74 Reduced 11 Exited
Page 5 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HD HOME DEPOT INC COM Consumer Cyclical 10,816.0 $3.6M 0.08% +273.0 +2.6% $328.89 +6.7%
82 FIX COMFORT SYS USA INC COM Industrials 2,553.0 $3.5M 0.08% +564.0 +28.4% $1378.99 +35.3%
83 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 24,025.0 $3.5M 0.08% +614.0 +2.6% $146.28 -14.0%
84 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 7,755.0 $3.5M 0.08% -371.0 -4.6% $446.54 +11.5%
85 MS MORGAN STANLEY COM NEW Financial Services 20,852.0 $3.4M 0.08% +525.0 +2.6% $164.57 +28.7%
86 HWM HOWMET AEROSPACE INC COM Industrials 14,827.0 $3.4M 0.08% -2K -11.2% $230.46 +16.0%
87 IBKR INTERACTIVE BROKERS GROUP IN COM CL A Financial Services 50,582.0 $3.4M 0.08% -8K -13.6% $67.07 +39.0%
88 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 795.0 $3.3M 0.08% -309.0 -28.0% $4210.32 -95.7%
89 BK BANK NEW YORK MELLON CORP COM Financial Services 28,078.0 $3.3M 0.08% -2K -5.6% $118.63 +19.6%
90 AFRM AFFIRM HLDGS INC COM CL A Technology 71,600.0 $3.3M 0.08% +10K +17.2% $45.82 +83.0%
91 SYK STRYKER CORPORATION COM Healthcare 9,964.0 $3.3M 0.08% -369.0 -3.6% $328.59 -4.6%
92 EOG EOG RES INC COM Energy 22,129.0 $3.2M 0.07% -655.0 -2.9% $144.57 -11.1%
93 NOW SERVICENOW INC COM Technology 30,489.0 $3.2M 0.07% -73K -70.4% $104.55 +1.2%
94 MDB MONGODB INC CL A Technology 13,000.0 $3.2M 0.07% -6K -30.9% $244.77 +46.8%
95 TKO TKO GROUP HOLDINGS INC CL A Communication Services 15,755.0 $3.2M 0.07% -1K -6.0% $201.65 +0.4%
96 NEM NEWMONT CORP COM Basic Materials 53,628.0 $3.1M 0.07% +782.0 +1.5% $58.58 +59.3%
97 WFC WELLS FARGO & CO COM Financial Services 39,416.0 $3.1M 0.07% +994.0 +2.6% $79.61 +8.0%
98 APP APPLOVIN CORP COM CL A Technology 7,717.0 $3.1M 0.07% +447.0 +6.2% $398.00 +41.9%
99 AMAT APPLIED MATLS INC COM Technology 8,970.0 $3.1M 0.07% +3K +55.7% $341.79 +90.4%
100 CRWD CROWDSTRIKE HLDGS INC CL A Technology 7,830.0 $3.1M 0.07% -2K -21.8% $390.41 +97.9%
Page 5 of 15  ·  282 positions

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%