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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 9 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DHR DANAHER CORP DEL COM Healthcare 6,987.0 $1.3M 0.03% +192.0 +2.8% $189.60 +4.0%
162 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 22,761.0 $1.3M 0.03% +623.0 +2.8% $57.64 +4.7%
163 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 4,288.0 $1.3M 0.03% +2K +79.6% $304.08 +10.6%
164 WEC WEC ENERGY GROUP INC COM Utilities 11,236.0 $1.3M 0.03% NEW $115.77 +2.1%
165 MO ALTRIA GROUP INC COM Consumer Defensive 19,134.0 $1.3M 0.03% +524.0 +2.8% $65.99 +9.5%
166 SCHW SCHWAB CHARLES CORP COM Financial Services 13,295.0 $1.2M 0.03% +290.0 +2.2% $93.98 +2.7%
167 IBM INTERNATIONAL BUSINESS MACHS COM Technology 5,143.0 $1.2M 0.03% +141.0 +2.8% $242.39 +18.2%
168 ABT ABBOTT LABORATORIES COM Healthcare 12,100.0 $1.2M 0.03% +332.0 +2.8% $102.67 -7.0%
169 ALL ALLSTATE CORP COM Financial Services 5,953.0 $1.2M 0.03% +131.0 +2.2% $207.34 +19.9%
170 UNH UNITEDHEALTH GROUP INC COM Healthcare 4,553.0 $1.2M 0.03% -4K -47.1% $270.59 +57.6%
171 RPRX ROYALTY PHARMA PLC SHS CLASS A Healthcare 24,214.0 $1.2M 0.03% NEW $47.97 +18.6%
172 CVS CVS HEALTH CORP COM Healthcare 16,037.0 $1.2M 0.03% +439.0 +2.8% $71.82 +44.5%
173 INGERSOLL RAND INC COM 14,330.0 $1.1M 0.03% -7K -32.7% $80.12
174 DUK DUKE ENERGY CORP NEW COM NEW Utilities 8,640.0 $1.1M 0.03% +237.0 +2.8% $130.94 -2.4%
175 VLO VALERO ENERGY CORP COM Energy 4,523.0 $1.1M 0.03% +139.0 +3.2% $247.08 +8.9%
176 DLR DIGITAL RLTY TR INC COM Real Estate 6,177.0 $1.1M 0.03% +169.0 +2.8% $180.21 -2.8%
177 LECO LINCOLN ELEC HLDGS INC COM Industrials 4,411.0 $1.1M 0.03% +97.0 +2.2% $249.08 +3.2%
178 AEM AGNICO EAGLE MINES LTD COM Basic Materials 17,989.0 $1.1M 0.03% -2K -10.8% $60.95 +151.7%
179 SHW SHERWIN WILLIAMS CO COM Basic Materials 3,410.0 $1.1M 0.03% +95.0 +2.9% $320.55 +9.1%
180 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 3,284.0 $1.1M 0.03% +90.0 +2.8% $330.87 -5.5%
Page 9 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%