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Portfolio (Quarterly) Guide ↗

SUMITOMO LIFE INSURANCE CO

· CIK 0000937760
13F Portfolio $6.1B AUM 291 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 49 Added 212 Reduced 9 Exited
Page 8 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PEP PEPSICO INC Consumer Defensive 12,954.0 $1.8M 0.03% -759.0 -5.5% $135.40 +5.1%
142 SU SUNCOR ENERGY INC NEW Energy 32,316.0 $1.7M 0.03% -2K -5.7% $53.68 +21.8%
143 BKR BAKER HUGHES COMPANY Energy 30,705.0 $1.7M 0.03% -5K -14.4% $55.50 +11.4%
144 B BARRICK MNG CORP Basic Materials 46,300.0 $1.7M 0.03% -16K -25.8% $36.72 +33.1%
145 TRV TRAVELERS COMPANIES INC Financial Services 5,077.0 $1.7M 0.03% -306.0 -5.7% $330.12 +12.0%
146 BEP BROOKFIELD RENEWABLE ENERGY Utilities 47,700.0 $1.7M 0.03% NEW $34.69 -5.4%
147 NXT NEXTPOWER INC Technology 13,736.0 $1.6M 0.03% -4K -21.1% $119.14 -28.8%
148 CTAS CINTAS CORP Industrials 9,611.0 $1.6M 0.03% -578.0 -5.7% $170.08 +20.4%
149 QCOM QUALCOMM INC Technology 8,659.0 $1.6M 0.03% +2K +25.7% $184.79 -13.1%
150 DE DEERE & CO Industrials 2,475.0 $1.6M 0.03% -149.0 -5.7% $634.33 -0.6%
151 CVS CVS HEALTH CORP Healthcare 15,126.0 $1.6M 0.03% -911.0 -5.7% $103.45 -10.2%
152 BLK BLACKROCK INC Financial Services 1,618.0 $1.6M 0.03% -97.0 -5.7% $961.56 +22.4%
153 HQY HEALTHEQUITY INC Healthcare 17,142.0 $1.5M 0.03% +6K +57.7% $90.32 +16.7%
154 SO SOUTHERN CO Utilities 15,945.0 $1.5M 0.03% -960.0 -5.7% $95.71 -6.0%
155 WPM WHEATON PRECIOUS METALS CORP Basic Materials 13,570.0 $1.5M 0.03% -6K -29.7% $112.30 +45.8%
156 ANGLOGOLD ASHANTI PLC 18,840.0 $1.5M 0.03% -11K -35.9% $80.88
157 CEG CONSTELLATION ENERGY CORP Utilities 6,059.0 $1.5M 0.03% -4K -41.5% $248.37 +12.1%
158 ROK ROCKWELL AUTOMATION INC Industrials 2,983.0 $1.5M 0.02% +1K +56.9% $495.08 -13.3%
159 TER TERADYNE INC Technology 3,050.0 $1.5M 0.02% -183.0 -5.7% $483.84 -24.3%
160 GM GENERAL MTRS CO Consumer Cyclical 18,889.0 $1.5M 0.02% -1K -5.7% $77.08 +11.3%
Page 8 of 15  ·  291 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 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%