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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, exited 9, added to 116, and trimmed 97.

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.

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
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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$713.3M +106.1%
  • SCHWAB STRATEGIC TR$494.6M +35.5%
  • VANGUARD INTL EQUITY INDEX F$55.6M +149.5%
  • ISHARES TR$45.2M +27.1%
  • VANGUARD INDEX FDS$41.2M +174.5%
Show all 116 →

Top Trims

  • ISHARES TR-$39.8M -31.7%
  • AIRBNB INC-$10.4M -96.2%
  • CME GROUP INC-$4.2M -25.7%
  • SPDR INDEX SHS FDS-$3.3M -16.6%
  • ISHARES S&P GSCI COMMODITY--$3.2M -15.6%
Show all 97 →

New Positions

  • INVESCO EXCH TRADED FD TR II$255.2M
  • COHERENT CORP$6.2M
  • SANDISK CORP$4.3M
  • BROOKFIELD RENEWABLE ENERGY$1.7M
  • MARVELL TECHNOLOGY INC$1.4M
Show all 18 →

Exited Positions

  • ZOETIS INC CL A$7.7M
  • AFFIRM HLDGS INC COM CL A$3.3M
  • INGERSOLL RAND INC COM$1.1M
  • ILLINOIS TOOL WKS INC COM$810.8K
  • BECTON DICKINSON & CO COM$367.0K
Show all 9 →
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 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 $820.7K 294 0001140361-15-028914