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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 5 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EMB ISHARES TR 25,113.0 $2.4M 0.05% +2K +9.5% $96.44 -1.1%
82 GDX VANECK ETF TRUST 29,935.0 $2.3M 0.04% +1K +4.3% $75.45 +39.9%
83 META PUT META PLATFORMS INC Communication Services 4,000.0 $2.3M 0.04% NEW $563.29 +1.2%
84 IHI ISHARES TR 35,868.0 $1.8M 0.03% +7K +23.7% $49.41 +12.8%
85 OMC OMNICOM GROUP INC Communication Services 23,795.0 $1.7M 0.03% -2K -6.1% $72.83 +21.1%
86 VT VANGUARD INTL EQUITY INDEX F 10,495.0 $1.6M 0.03% +350.0 +3.5% $156.95 +2.6%
87 T AT&T INC Communication Services 77,817.0 $1.6M 0.03% -7K -8.2% $20.70 +24.5%
88 MRVL MARVELL TECHNOLOGY INC Technology 5,217.0 $1.6M 0.03% NEW $297.89 -19.3%
89 VNQ VANGUARD INDEX FDS 15,803.0 $1.5M 0.03% +796.0 +5.3% $96.43 +2.9%
90 IEMG ISHARES INC 18,244.0 $1.5M 0.03% -182.0 -1.0% $82.84 -1.1%
91 XBI SPDR SERIES TRUST 8,359.0 $1.3M 0.03% -1K -13.0% $158.25 +6.9%
92 BOTZ GLOBAL X FDS 31,448.0 $1.2M 0.02% NEW $37.94 -5.5%
93 ROBO EXCHANGE TRADED CONCEPTS TRU 13,689.0 $1.2M 0.02% NEW $85.66 -5.5%
94 MU CALL MICRON TECHNOLOGY INC Technology 1,000.0 $1.2M 0.02% NEW $1154.29 -19.2%
95 VHT VANGUARD WORLD FD 3,806.0 $1.1M 0.02% +390.0 +11.4% $299.01 +10.0%
96 VCR VANGUARD WORLD FD 2,619.0 $1.0M 0.02% +149.0 +6.0% $396.61 -0.1%
97 VZ VERIZON COMMUNICATIONS INC Communication Services 24,230.0 $1.0M 0.02% -977.0 -3.9% $42.34 +18.7%
98 XLC SELECT SECTOR SPDR TR 9,563.0 $1.0M 0.02% -347.0 -3.5% $107.13 +5.6%
99 SYY SYSCO CORP Consumer Defensive 10,536.0 $881K 0.02% $83.58 -0.1%
100 WCLD WISDOMTREE TR 27,378.0 $878K 0.02% -6K -18.0% $32.06 +24.3%
Page 5 of 11  ·  214 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%