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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 8 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BLK BLACKROCK INC COM Financial Services 1,715.0 $1.6M 0.04% +47.0 +2.8% $961.71 +3.1%
142 SO SOUTHERN CO COM Utilities 16,905.0 $1.6M 0.04% +463.0 +2.8% $96.52 +0.2%
143 FORTINET INC COM 19,948.0 $1.6M 0.04% -2K -9.4% $81.72
144 TRV TRAVELERS COMPANIES INC COM Financial Services 5,383.0 $1.6M 0.04% +147.0 +2.8% $291.68 +16.1%
145 TRMB TRIMBLE INC COM Technology 23,299.0 $1.5M 0.04% -16K -41.1% $65.23 -18.9%
146 GM GENERAL MTRS CO COM Consumer Cyclical 20,026.0 $1.5M 0.04% +549.0 +2.8% $74.50 +0.3%
147 LOW LOWES COS INC COM Consumer Cyclical 6,314.0 $1.5M 0.04% +174.0 +2.8% $236.28 -4.7%
148 DE DEERE & CO COM Industrials 2,624.0 $1.5M 0.04% +73.0 +2.9% $563.30 +11.1%
149 MSCI MSCI INC COM Financial Services 2,736.0 $1.5M 0.04% -1K -32.6% $539.01 +11.0%
150 TXN TEXAS INSTRS INC COM Technology 7,563.0 $1.5M 0.04% +207.0 +2.8% $194.14 +51.8%
151 EQIX EQUINIX INC COM Real Estate 1,483.0 $1.5M 0.03% +584.0 +65.0% $980.24 +2.6%
152 VLTO VERALTO CORP COM SHS Industrials 16,363.0 $1.4M 0.03% -995.0 -5.7% $88.42 +3.2%
153 CENCORA INC COM 4,588.0 $1.4M 0.03% +126.0 +2.8% $314.14
154 ARES ARES MANAGEMENT CORPORATION CL A COM STK Financial Services 13,139.0 $1.4M 0.03% -1K -8.7% $109.10 +5.9%
155 T AT&T INC COM Communication Services 49,327.0 $1.4M 0.03% +1K +2.2% $28.99 -29.7%
156 MIR MIRION TECHNOLOGIES INC COM CL A Industrials 76,609.0 $1.4M 0.03% -5K -6.5% $18.59 -6.7%
157 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 10,405.0 $1.4M 0.03% -831.0 -7.4% $136.09 +0.6%
158 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 11,897.0 $1.4M 0.03% +300.0 +2.6% $118.62 +1.1%
159 PFE PFIZER INC COM Healthcare 48,600.0 $1.4M 0.03% +1K +2.2% $28.08 -13.2%
160 INTC INTEL CORP COM Technology 30,049.0 $1.3M 0.03% +12K +66.9% $44.13 +178.6%
Page 8 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%