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 1 of 2 · 40 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DIA	SPDR DOW JONES INDL AVERAGE	Financial Services	128,000	$59.3M	1.20%	SOLD
2	KW	KENNEDY-WILSON HOLDINGS INC COM	Real Estate	2,765,866	$29.9M	0.61%	SOLD
3	MU PUT	MICRON TECHNOLOGY INC	Technology	2,500	$845K	0.02%	SOLD
4	COF PUT	CAPITAL ONE FINL CORP	Financial Services	4,500	$821K	0.02%	SOLD
5	UBER PUT	UBER TECHNOLOGIES INC	Technology	10,000	$719K	0.01%	SOLD
6	ADBE PUT	ADOBE INC	Technology	2,700	$656K	0.01%	SOLD
7	CRWD PUT	CROWDSTRIKE HLDGS INC	Technology	1,500	$586K	0.01%	SOLD
8	COIN	COINBASE GLOBAL INC	Financial Services	2,800	$489K	0.01%	SOLD
9	COIN PUT	COINBASE GLOBAL INC	Financial Services	2,800	$489K	0.01%	SOLD
10	VZ PUT	VERIZON COMMUNICATIONS INC	Communication Services	7,000	$351K	0.01%	SOLD
11	LULU PUT	LULULEMON ATHLETICA INC	Consumer Cyclical	2,100	$322K	0.01%	SOLD
12	MU	MICRON TECHNOLOGY INC	Technology	943	$319K	0.01%	SOLD
13	ADBE CALL	ADOBE INC	Technology	1,300	$316K	0.01%	SOLD
14	COF CALL	CAPITAL ONE FINL CORP	Financial Services	1,500	$274K	0.01%	SOLD
15	LULU	LULULEMON ATHLETICA INC	Consumer Cyclical	1,400	$214K	0.00%	SOLD
16	ADBE	ADOBE INC	Technology	850	$207K	0.00%	SOLD
17	GOOG PUT	ALPHABET INC	—	700	$201K	0.00%	SOLD
18	VZ CALL	VERIZON COMMUNICATIONS INC	Communication Services	4,000	$201K	0.00%	SOLD
19	LMT	LOCKHEED MARTIN CORP	Industrials	330	$199K	0.00%	SOLD
20	UBER CALL	UBER TECHNOLOGIES INC	Technology	2,500	$180K	0.00%	SOLD

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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%