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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 4 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LLY ELI LILLY & CO Healthcare 1.0 $1K -7.0 -87.5% $1199.00 +4.1%
62 UBER UBER TECHNOLOGIES INC Technology 4.0 $289.0 -7K -99.9% $72.25 +10.4%
Page 4 of 4  ·  62 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%