Top Institutional Investors

SUMITOMO LIFE INSURANCE CO — 13F Holdings & Portfolio

CIK 937760 · latest 13F-HR filed 2026-08-12

Backtest portfolio

SUMITOMO LIFE INSURANCE CO manages $6.12B in 13F-reported U.S. long-equity assets across 291 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SCHD (30.88%), IVV (22.65%), RDIV (4.17%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 18 new positions and exited 9; 116 existing positions rose in reported value and 97 fell.

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.

Loading holdings…
AUM
$6.12B

Long-equity book

Holdings
291

Distinct positions

Period
2026-06-30

Filed 2026-08-12

Q/Q Activity
+18 / −9 / ↑116 / ↓97

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
SCHD30.9% · +31%IVV22.6% · +80%RDIV4.2% · newTIP3.5% · +28%PBP2.3% · 0%IVVW2.2% · 0%NVDA2.0% · -2%AAPL1.7% · -1%VWO1.5% · +126%GOOGL1.4% · -6%EMB1.4% · -33%XYLD1.1% · 0%AMZN1.1% · +6%MSFT1.1% · -1%VNQ1.1% · +152%BKLN1.0% · +65%AVGO0.8% · +1%USHY0.8% · +113%LLY0.7% · -4%SCHP0.7% · +78%VWOB0.7% · +38%VOO0.6% · +18%JPM0.5% · -1%PANW0.5% · +4%MA0.4% · +1%MU0.4% · +57%META0.4% · -4%GS0.4% · +1%USRT0.4% · +42%GOOG0.4% · -11%WMT0.3% · +1%VRT0.3% · +3%TMO0.3% · +8%IFRA0.3% · +77%NEE0.3% · +7%WM0.3% · +6%GSG0.3% · -5%FEZ0.3% · -25%GEV0.3% · +7%IEMG0.3% · +12%DDOG0.3% · -1%PG0.3% · +2%UBER0.2% · -1%SYY0.2% · +23%SPGI0.2% · +0%APH0.2% · +94%MELI0.2% · 0%CME0.2% · -1%ISRG0.2% · +17%CDNS0.2% · +4%VMC0.2% · -1%AMD0.2% · +5%TSLA0.2% · -6%TMUS0.2% · +11%BAC0.1% · -11%CAT0.1% · -6%BSX0.1% · +16%PAYX0.1% · +31%CSCO0.1% · +23%JNJ0.1% · -6%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

5 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 72.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

SUMITOMO LIFE INSURANCE CO Holdings (2026-06-30)

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 SCHD 808524797 $1.89B 30.88% 59,569,934 SH
2 ISHARES TR IVV 464287200 $1.39B 22.65% 1,850,000 SH
3 INVESCO EXCH TRADED FD TR II RDIV 46138G656 $255.2M 4.17% 4,400,000 SH
4 ISHARES TR TIP 464287176 $212.2M 3.47% 1,939,392 SH
5 INVESCO EXCHANGE TRADED FD T PBP 46137V399 $142.4M 2.33% 6,220,000 SH
6 ISHARES TR IVVW 46438G711 $135.1M 2.21% 3,030,000 SH
7 NVIDIA CORPORATION NVDA 67066G104 $124.6M 2.04% 622,746 SH
8 APPLE INC AAPL 037833100 $101.6M 1.66% 350,965 SH
9 VANGUARD INTL EQUITY INDEX F VWO 922042858 $92.8M 1.52% 1,554,566 SH
10 ALPHABET INC GOOGL 02079K305 $87.0M 1.42% 243,379 SH
11 ISHARES TR EMB 464288281 $85.9M 1.40% 890,369 SH
12 GLOBAL X FDS XYLD 37954Y475 $69.8M 1.14% 1,710,000 SH
13 AMAZON COM INC AMZN 023135106 $68.3M 1.12% 286,577 SH
14 MICROSOFT CORP MSFT 594918104 $65.5M 1.07% 175,494 SH
15 VANGUARD INDEX FDS VNQ 922908553 $64.8M 1.06% 671,894 SH
16 INVESCO EXCH TRADED FD TR II BKLN 46138G508 $62.9M 1.03% 3,089,034 SH
17 BROADCOM INC AVGO 11135F101 $48.7M 0.80% 128,887 SH
18 ISHARES TR USHY 46435U853 $48.1M 0.79% 1,300,000 SH
19 ELI LILLY & CO LLY 532457108 $45.0M 0.73% 37,489 SH
20 SCHWAB STRATEGIC TR SCHP 808524870 $44.1M 0.72% 1,663,100 SH
21 VANGUARD WHITEHALL FDS VWOB 921946885 $41.3M 0.67% 613,500 SH
22 VANGUARD INDEX FDS VOO 922908363 $33.7M 0.55% 49,000 SH
23 JPMORGAN CHASE & CO JPM 46625H100 $33.4M 0.55% 102,165 SH
24 PALO ALTO NETWORKS INC PANW 697435105 $27.5M 0.45% 80,781 SH
25 MASTERCARD INCORPORATED MA 57636Q104 $25.4M 0.42% 49,435 SH
26 MICRON TECHNOLOGY INC MU 595112103 $25.2M 0.41% 21,838 SH
27 META PLATFORMS INC META 30303M102 $25.1M 0.41% 44,583 SH
28 GOLDMAN SACHS GROUP INC GS 38141G104 $25.0M 0.41% 24,746 SH
29 ISHARES TR USRT 464288521 $23.6M 0.39% 355,500 SH
30 ALPHABET INC GOOG 02079K107 $22.1M 0.36% 62,587 SH
31 WALMART INC WMT 931142103 $20.3M 0.33% 179,589 SH
32 VERTIV HOLDINGS CO VRT 92537N108 $19.4M 0.32% 57,878 SH
33 THERMO FISHER SCIENTIFIC INC TMO 883556102 $18.7M 0.31% 37,242 SH
34 ISHARES TR IFRA 46435U713 $18.6M 0.30% 294,600 SH
35 NEXTERA ENERGY INC NEE 65339F101 $18.2M 0.30% 207,072 SH
36 WASTE MGMT INC DEL WM 94106L109 $17.7M 0.29% 79,441 SH
37 ISHARES S&P GSCI COMMODITY- GSG 46428R107 $17.6M 0.29% 615,300 SH
38 SPDR INDEX SHS FDS FEZ 78463X202 $16.6M 0.27% 242,100 SH
39 GE VERNOVA INC GEV 36828A101 $16.6M 0.27% 14,142 SH
40 ISHARES INC IEMG 46434G103 $16.0M 0.26% 193,000 SH
41 DATADOG INC DDOG 23804L103 $15.8M 0.26% 60,687 SH
42 PROCTER & GAMBLE CO PG 742718109 $15.5M 0.25% 105,504 SH
43 UBER TECHNOLOGIES INC UBER 90353T100 $15.3M 0.25% 211,619 SH
44 SYSCO CORP SYY 871829107 $14.4M 0.23% 171,800 SH
45 S&P GLOBAL INC SPGI 78409V104 $14.2M 0.23% 34,778 SH
46 AMPHENOL CORP APH 032095101 $13.9M 0.23% 79,027 SH
47 MERCADOLIBRE INC MELI 58733R102 $12.4M 0.20% 7,300 SH
48 CME GROUP INC CME 12572Q105 $12.2M 0.20% 55,065 SH
49 INTUITIVE SURGICAL INC ISRG 46120E602 $12.1M 0.20% 30,486 SH
50 CADENCE DESIGN SYSTEM INC CDNS 127387108 $11.7M 0.19% 31,046 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $6.12B 291 0001140361-26-032353
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 $820.7M 294 0001140361-15-028914
Filer Information
Address
2-2-1, YAESU, CHUO-KU
TOKYO 104-8430
Phone
81356172132
Filing Manager
SUMITOMO LIFE INSURANCE CO
TOKYO, M0
Signatory
Nozomu Kato
Manager