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SUMITOMO LIFE INSURANCE CO — 13F Holdings & Portfolio

CIK 937760 · latest 13F-HR filed 2026-05-12

Backtest portfolio

SUMITOMO LIFE INSURANCE CO manages $4.25B in 13F-reported U.S. long-equity assets across 282 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SCHD (32.77%), IVV (15.80%), TIP (3.93%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 12 new positions, exited 11, added to 109, and trimmed 105.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$4.25B

Long-equity book

Holdings

282

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+12 / −11 / ↑109 / ↓105

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SCHWAB STRATEGIC TR US DIVIDEND EQ$542.7M +63.7%
  • ISHARES TR CORE S&P500 ETF$157.8M +30.7%
  • GE VERNOVA INC COM$9.3M +413.0%
  • VANGUARD INDEX FDS S&P 500 ETF SHS$8.2M +49.0%
  • NEXTERA ENERGY INC COM$6.0M +49.5%
Show all 109 →

Top Trims

  • VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF-$70.6M -65.5%
  • INVESCO EXCH TRADED FD TR II SR LN ETF-$28.3M -42.6%
  • MICROSOFT CORP COM-$25.9M -28.3%
  • VANGUARD INDEX FDS REAL ESTATE ETF-$25.0M -51.5%
  • ISHARES TR JPMORGAN USD EMG-$20.5M -14.0%
Show all 105 →

New Positions

  • ISHARES TR TIPS BD ETF$167.0M
  • SEAGATE TECHNOLOGY HLDNGS PL ORD SHS$1.8M
  • WEC ENERGY GROUP INC COM$1.3M
  • ROYALTY PHARMA PLC SHS CLASS A$1.2M
  • CORNING INC COM$1.1M
Show all 12 →

Exited Positions

  • AUTOMATIC DATA PROCESSING IN COM$1.9M
  • BROADRIDGE FINL SOLUTIONS IN COM$1.2M
  • COSTAR GROUP INC COM$947.4K
  • ELEVANCE HEALTH INC FORMERLY COM$697.2K
  • POOL CORP COM$634.3K
Show all 11 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD 808524797 $1.39B 32.77% 45,450,000 SH
2 ISHARES TR CORE S&P500 ETF IVV 464287200 $672.2M 15.80% 1,029,000 SH
3 ISHARES TR TIPS BD ETF TIP 464287176 $167.0M 3.93% 1,513,455 SH
4 INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT PBP 46137V399 $136.8M 3.21% 6,220,000 SH
5 ISHARES TR S&P 500 BUYWRITE IVVW 46438G711 $132.3M 3.11% 3,030,000 SH
6 ISHARES TR JPMORGAN USD EMG EMB 464288281 $125.7M 2.95% 1,337,709 SH
7 NVIDIA CORPORATION COM NVDA 67066G104 $110.7M 2.60% 634,711 SH
8 APPLE INC COM AAPL 037833100 $89.9M 2.11% 354,271 SH
9 ALPHABET INC CAP STK CL A GOOGL 02079K305 $74.2M 1.74% 258,119 SH
10 GLOBAL X FDS S&P 500 COVERED XYLD 37954Y475 $66.9M 1.57% 1,710,000 SH
11 MICROSOFT CORP COM MSFT 594918104 $65.8M 1.55% 177,827 SH
12 AMAZON COM INC COM AMZN 023135106 $56.3M 1.32% 270,259 SH
13 BROADCOM INC COM AVGO 11135F101 $39.5M 0.93% 127,668 SH
14 INVESCO EXCH TRADED FD TR II SR LN ETF BKLN 46138G508 $38.2M 0.90% 1,873,081 SH
15 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO 922042858 $37.2M 0.87% 688,144 SH
16 ELI LILLY & CO COM LLY 532457108 $35.9M 0.84% 38,996 SH
17 JPMORGAN CHASE & CO COM JPM 46625H100 $30.5M 0.72% 103,662 SH
18 VANGUARD WHITEHALL FDS EM MK GOV BD ETF VWOB 921946885 $29.3M 0.69% 446,100 SH
19 META PLATFORMS INC CL A META 30303M102 $26.5M 0.62% 46,235 SH
20 SCHWAB STRATEGIC TR US TIPS ETF SCHP 808524870 $24.9M 0.58% 934,900 SH
21 VANGUARD INDEX FDS S&P 500 ETF SHS VOO 922908363 $24.9M 0.58% 41,600 SH
22 MASTERCARD INCORPORATED CL A MA 57636Q104 $24.5M 0.58% 49,024 SH
23 VANGUARD INDEX FDS REAL ESTATE ETF VNQ 922908553 $23.6M 0.55% 266,083 SH
24 ISHARES TR BROAD USD HIGH USHY 46435U853 $22.5M 0.53% 610,700 SH
25 WALMART INC COM WMT 931142103 $22.1M 0.52% 177,754 SH
26 ISHARES S&P GSCI COMMODITY- UNIT BEN INT GSG 46428R107 $20.8M 0.49% 646,328 SH
27 GOLDMAN SACHS GROUP INC COM GS 38141G104 $20.8M 0.49% 24,597 SH
28 ALPHABET INC CAP STK CL C GOOG 02079K107 $20.2M 0.47% 70,399 SH
29 SPDR INDEX SHS FDS STATE STREET SPD FEZ 78463X202 $19.9M 0.47% 321,200 SH
30 NEXTERA ENERGY INC COM NEE 65339F101 $18.0M 0.42% 193,758 SH
31 WASTE MGMT INC DEL COM WM 94106L109 $17.3M 0.41% 75,195 SH
32 THERMO FISHER SCIENTIFIC INC COM TMO 883556102 $16.9M 0.40% 34,481 SH
33 CME GROUP INC COM CME 12572Q105 $16.4M 0.38% 55,401 SH
34 UBER TECHNOLOGIES INC COM UBER 90353T100 $15.3M 0.36% 213,229 SH
35 PROCTER & GAMBLE CO COM PG 742718109 $14.9M 0.35% 103,252 SH
36 ISHARES TR CRE U S REIT ETF USRT 464288521 $14.8M 0.35% 249,700 SH
37 S&P GLOBAL INC COM SPGI 78409V104 $14.8M 0.35% 34,695 SH
38 VERTIV HOLDINGS CO COM CL A VRT 92537N108 $14.1M 0.33% 56,349 SH
39 MERCADOLIBRE INC COM MELI 58733R102 $12.6M 0.30% 7,300 SH
40 PALO ALTO NETWORKS INC COM PANW 697435105 $12.5M 0.29% 78,075 SH
41 ISHARES INC CORE MSCI EMKT IEMG 46434G103 $12.1M 0.28% 173,000 SH
42 INTUITIVE SURGICAL INC COM NEW ISRG 46120E602 $12.0M 0.28% 25,980 SH
43 GE VERNOVA INC COM GEV 36828A101 $11.6M 0.27% 13,235 SH
44 AIRBNB INC COM CL A ABNB 009066101 $10.8M 0.25% 85,520 SH
45 T-MOBILE US INC COM TMUS 872590104 $10.8M 0.25% 51,312 SH
46 VULCAN MATLS CO COM VMC 929160109 $10.6M 0.25% 39,025 SH
47 SYSCO CORP COM SYY 871829107 $9.9M 0.23% 139,179 SH
48 BOSTON SCIENTIFIC CORP COM BSX 101137107 $9.6M 0.22% 152,429 SH
49 ISHARES TR US INFRASTRUC IFRA 46435U713 $9.5M 0.22% 166,100 SH
50 TESLA INC COM TSLA 88160R101 $9.4M 0.22% 25,420 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-12 $4.25B 282 0001140361-26-020673
2025-12-31 2026-02-13 $3.65B 281 0001140361-26-005135
2025-09-30 2025-11-12 $3.22B 268 0001140361-25-041496
2015-06-30 2015-07-29 $820.7K 294 0001140361-15-028914