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Portfolio (Quarterly) Guide ↗

SUMITOMO MITSUI FINANCIAL GROUP, INC.

· CIK 0001022837
13F Portfolio $4.9B AUM 203 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 46 New 76 Added 46 Reduced 34 Exited
Page 4 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FXI ISHARES TR 15,000.0 $538K 0.01% +2K +18.4% $35.90 -0.1%
62 ITW ILLINOIS TOOL WKS INC Industrials 1,389.0 $362K 0.01% +16.0 +1.2% $260.29 -4.0%
63 NFLX NETFLIX INC. Communication Services 3,560.0 $342K 0.01% +3K +256.0% $96.15 -7.1%
64 CRWD CROWDSTRIKE HLDGS INC Technology 840.0 $328K 0.01% +594.0 +241.5% $390.41 +66.0%
65 XLE SELECT SECTOR SPDR TR 5,189.0 $318K 0.01% +3K +99.6% $61.26 -3.5%
66 QCLN FIRST TR EXCHANGE-TRADED FD 5,876.0 $273K 0.01% +235.0 +4.2% $46.47 +33.6%
67 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1,400.0 $214K 0.00% +800.0 +133.3% $153.10 -17.2%
68 ADBE ADOBE INC Technology 850.0 $207K 0.00% +770.0 +962.5% $243.08 +0.4%
69 PLTR PALANTIR TECHNOLOGIES INC Technology 1,114.0 $163K 0.00% +395.0 +54.9% $146.28 -6.2%
70 SPLV INVESCO EXCH TRADED FD TR II 2,168.0 $159K 0.00% +2K +1006.1% $73.14 +0.8%
71 ZM ZOOM COMMUNICATIONS INC Technology 1,268.0 $102K 0.00% +800.0 +170.9% $80.39 +23.7%
72 WMT WALMART INC Consumer Defensive 500.0 $62K 0.00% +418.0 +509.8% $124.28 +5.3%
73 XLF SELECT SECTOR SPDR TR 817.0 $40K 0.00% +263.0 +47.5% $49.37 +4.8%
74 CCL CARNIVAL CORP Consumer Cyclical 1,226.0 $32K 0.00% +84.0 +7.4% $25.88 +1.2%
75 EIDO ISHARES TR 905.0 $14K +262.0 +40.8% $15.79 -17.2%
76 XLI SELECT SECTOR SPDR TR 72.0 $12K +69.0 +2300.0% $161.74 +5.4%
Page 4 of 4  ·  76 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 78.8%
Technology 8.9%
Communication Services 3.3%
Consumer Cyclical 2.4%
Industrials 1.7%
Healthcare 1.5%
Consumer Defensive 1.3%
Real Estate 0.8%
Energy 0.7%
Basic Materials 0.7%