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Portfolio (Quarterly) Guide ↗

SUMITOMO MITSUI FINANCIAL GROUP, INC.

· CIK 0001022837
13F Portfolio $5.3B AUM 229 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 64 New 60 Added 62 Reduced 40 Exited
Page 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VNQ VANGUARD INDEX FDS 15,803.0 $1.5M 0.03% +796.0 +5.3% $96.43 +2.9%
42 VHT VANGUARD WORLD FD 3,806.0 $1.1M 0.02% +390.0 +11.4% $299.01 +10.0%
43 VCR VANGUARD WORLD FD 2,619.0 $1.0M 0.02% +149.0 +6.0% $396.61 -0.1%
44 LRCX LAM RESEARCH CORP Technology 1,518.0 $658K 0.01% +1K +203.6% $433.33 -27.4%
45 NFLX NETFLIX INC. Communication Services 9,079.0 $648K 0.01% +6K +155.0% $71.40 +15.2%
46 XLE SELECT SECTOR SPDR TR 12,172.0 $646K 0.01% +7K +134.6% $53.11 +16.9%
47 AVGO CALL BROADCOM INC Technology 1,500.0 $567K 0.01% +500.0 +50.0% $377.75 -5.6%
48 REM ISHARES TR 20,442.0 $451K 0.01% +4K +21.4% $22.04 -0.5%
49 MDLZ MONDELEZ INTL INC Consumer Defensive 7,284.0 $421K 0.01% +294.0 +4.2% $57.84 +8.9%
50 CRM SALESFORCE INC Technology 2,255.0 $353K 0.01% +2K +351.0% $156.66 +31.3%
51 MRK MERCK & CO INC Healthcare 2,300.0 $296K 0.01% +300.0 +15.0% $128.50 +21.7%
52 IEO ISHARES TR 2,069.0 $227K 0.00% +507.0 +32.5% $109.72 +21.3%
53 EMLC VANECK ETF TRUST 6,080.0 $155K 0.00% +3K +101.6% $25.56 +1.4%
54 XLI SELECT SECTOR SPDR TR 620.0 $115K 0.00% +548.0 +761.1% $185.23 -3.7%
55 SHOP SHOPIFY INC Technology 900.0 $103K 0.00% +573.0 +175.2% $114.18 +34.8%
56 EIDO ISHARES TR 6,762.0 $76K 0.00% +6K +647.2% $11.31 +13.1%
57 EMQQ EXCHANGE TRADED CONCEPTS TRU 1,323.0 $41K 0.00% +447.0 +51.0% $31.20 +10.4%
58 THD ISHARES INC 421.0 $30K 0.00% +357.0 +557.8% $72.31 +1.3%
59 EWZ ISHARES INC 841.0 $29K 0.00% +726.0 +631.3% $34.50 +4.0%
60 EWT ISHARES INC 259.0 $28K 0.00% +145.0 +127.2% $108.61 -3.0%
Page 3 of 3  ·  60 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
Financial Services 79.3%
Technology 10.6%
Consumer Cyclical 2.7%
Industrials 2.1%
Healthcare 1.4%
Communication Services 1.3%
Consumer Defensive 1.2%
Energy 0.8%
Basic Materials 0.6%
Utilities 0.0%