2026 Q1 Portfolio Activity
In 2026 Q1, SUMITOMO LIFE INSURANCE CO maintained a portfolio of 293 distinct positions. The most significant new addition was ISHARES TR TIPS BD ETF, now representing 3.93% of the total fund value. They heavily accumulated shares in SCHWAB STRATEGIC TR US DIVIDEN, increasing the position by 46.4%. The fund also reduced its exposure to VANGUARD INTL EQUITY INDEX F F by 65.7%.
Position History
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Total Positions
293
Quarter
2026 Q1
Top Holding
SCHD (32.8%)
Top 10 Concentration
69.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 293
SUMITOMO LIFE INSURANCE CO Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SCHD
SCHWAB STRATEGI...
|
ETF | 32.77% | 23.32% |
#1
Prev: #1
|
8.5 |
—
|
14,400,000 | 46.4% |
P
S
|
45,450,000 | $1,394,406,000 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IVV
ISHARES TR CORE...
|
ETF | 15.80% | 14.09% |
#2
Prev: #2
|
8.0 |
—
|
278,000 | 37.0% |
P
S
|
1,029,000 | $672,153,090 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
TIP
ISHARES TR TIPS...
|
ETF | 3.93% | — |
#3
Prev: #—
|
6.1 |
—
|
1,513,455 | — |
NEW
|
1,513,455 | $167,024,894 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PBP
INVESCO EXCHANG...
|
ETF | 3.21% | 3.89% |
#4
Prev: #4
|
2.8 |
—
|
no change | no change |
P
S
|
6,220,000 | $136,777,800 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IVVW
ISHARES TR S&P ...
|
ETF | 3.11% | 3.78% |
#5
Prev: #5
|
2.7 |
—
|
no change | no change |
P
S
|
3,030,000 | $132,289,800 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
EMB
ISHARES TR JPMO...
|
ETF | 2.95% | 4.00% |
#6
3
Prev: #3
|
1.7 |
—
|
-180,269 | -11.9% |
P
S
|
1,337,709 | $125,651,006 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.60% | 3.13% |
#7
1
Prev: #6
|
1.5 |
—
|
21,336 | 3.5% |
P
S
|
634,711 | $110,693,598 | 2005 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AAPL
APPLE INC COM
|
Technology | 2.11% | 2.33% |
#8
1
Prev: #9
|
2.8 |
—
|
40,839 | 13.0% |
P
S
|
354,271 | $89,910,437 | 1999 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GOOGL
ALPHABET INC CA...
|
Communication Services | 1.74% | 2.09% |
#9
1
Prev: #10
|
2.7 |
—
|
14,164 | 5.8% |
P
S
|
258,119 | $74,224,700 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
XYLD
GLOBAL X FDS S&...
|
ETF | 1.57% | 1.90% |
#10
1
Prev: #11
|
1.6 |
—
|
no change | no change |
P
S
|
1,710,000 | $66,912,300 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MSFT
MICROSOFT CORP ...
|
Technology | 1.55% | 2.51% |
#11
3
Prev: #8
|
1.1 |
—
|
-11,924 | -6.3% |
P
S
|
177,827 | $65,826,221 | 1999 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AMZN
AMAZON COM INC ...
|
Consumer Cyclical | 1.32% | 1.68% |
#12
1
Prev: #13
|
1.0 |
—
|
3,968 | 1.5% |
P
S
|
270,259 | $56,286,842 | 2003 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AVGO
BROADCOM INC CO...
|
Technology | 0.93% | 1.12% |
#13
2
Prev: #15
|
2.4 |
—
|
9,819 | 8.3% |
P
S
|
127,668 | $39,514,523 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BKLN
INVESCO EXCH TR...
|
ETF | 0.90% | 1.82% |
#14
2
Prev: #12
|
0.4 |
—
|
-1,296,919 | -40.9% |
P
S
|
1,873,081 | $38,229,583 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.87% | 2.95% |
#15
8
Prev: #7
|
0.3 |
—
|
-1,317,439 | -65.7% |
P
S
|
688,144 | $37,194,183 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
LLY
ELI LILLY & CO ...
|
Healthcare | 0.84% | 0.96% |
#16
1
Prev: #17
|
2.3 |
—
|
6,450 | 19.8% |
P
S
|
38,996 | $35,867,351 | 1999 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.72% | 0.84% |
#17
4
Prev: #21
|
2.3 |
—
|
8,058 | 8.4% |
P
S
|
103,662 | $30,493,214 | 1999 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VWOB
VANGUARD WHITEH...
|
ETF | 0.69% | 0.93% |
#18
Prev: #18
|
0.8 |
—
|
-56,200 | -11.2% |
P
S
|
446,100 | $29,304,309 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.62% | 0.86% |
#19
1
Prev: #20
|
0.7 |
—
|
-1,276 | -2.7% |
P
S
|
46,235 | $26,452,431 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 0.58% | 0.91% |
#20
1
Prev: #19
|
0.2 |
—
|
-315,100 | -25.2% |
P
S
|
934,900 | $24,877,689 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.58% | 0.46% |
#21
9
Prev: #30
|
3.2 |
—
|
15,000 | 56.4% |
P
S
|
41,600 | $24,858,080 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.58% | 0.71% |
#22
1
Prev: #23
|
2.2 |
—
|
3,525 | 7.7% |
P
S
|
49,024 | $24,495,332 | 2007 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.55% | 1.33% |
#23
9
Prev: #14
|
0.2 |
—
|
-283,679 | -51.6% |
P
S
|
266,083 | $23,601,562 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
USHY
ISHARES TR BROA...
|
ETF | 0.53% | 0.77% |
#24
2
Prev: #22
|
0.7 |
—
|
-143,300 | -19.0% |
P
S
|
610,700 | $22,498,188 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
WMT
WALMART INC COM
|
Consumer Defensive | 0.52% | 0.48% |
#25
3
Prev: #28
|
2.2 |
—
|
21,360 | 13.7% |
P
S
|
177,754 | $22,091,267 | 1999 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GSG
ISHARES S&P GSC...
|
ETF | 0.49% | 1.10% |
#26
10
Prev: #16
|
0.2 |
—
|
-1,100,568 | -63.0% |
P
S
|
646,328 | $20,844,078 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.49% | 0.55% |
#27
Prev: #27
|
2.2 |
—
|
1,917 | 8.5% |
P
S
|
24,597 | $20,808,816 | 2003 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GOOG
ALPHABET INC CA...
|
Communication Services | 0.47% | 0.61% |
#28
3
Prev: #25
|
0.7 |
—
|
-1,105 | -1.5% |
P
S
|
70,399 | $20,194,657 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
FEZ
SPDR INDEX SHS ...
|
Unknown | 0.47% | 0.69% |
#29
5
Prev: #24
|
0.7 |
—
|
-70,100 | -17.9% |
P
S
|
321,200 | $19,940,096 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.42% | 0.33% |
#30
10
Prev: #40
|
2.7 |
—
|
43,801 | 29.2% |
P
S
|
193,758 | $17,996,243 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
WM
WASTE MGMT INC ...
|
Industrials | 0.41% | 0.44% |
#31
2
Prev: #33
|
0.7 |
—
|
2,419 | 3.3% |
P
S
|
75,195 | $17,279,059 | 1999 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 0.40% | 0.45% |
#32
1
Prev: #31
|
2.7 |
—
|
6,011 | 21.1% |
P
S
|
34,481 | $16,948,446 | 2004 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CME
CME GROUP INC C...
|
Financial Services | 0.38% | 0.38% |
#33
2
Prev: #35
|
2.2 |
—
|
4,963 | 9.8% |
P
S
|
55,401 | $16,362,685 | 2007 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 0.36% | 0.38% |
#34
2
Prev: #36
|
2.6 |
—
|
44,896 | 26.7% |
P
S
|
213,229 | $15,337,562 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.35% | 0.31% |
#35
7
Prev: #42
|
2.6 |
—
|
24,177 | 30.6% |
P
S
|
103,252 | $14,913,719 | 1999 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
USRT
ISHARES TR CRE ...
|
ETF | 0.35% | 0.46% |
#36
7
Prev: #29
|
0.6 |
—
|
-43,600 | -14.9% |
P
S
|
249,700 | $14,779,743 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SPGI
S&P GLOBAL INC ...
|
Financial Services | 0.35% | 0.44% |
#37
5
Prev: #32
|
2.1 |
—
|
3,746 | 12.1% |
P
S
|
34,695 | $14,757,171 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 0.33% | 0.29% |
#38
6
Prev: #44
|
0.6 |
—
|
-9,783 | -14.8% |
P
S
|
56,349 | $14,119,932 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 0.30% | 0.32% |
#39
2
Prev: #41
|
2.6 |
—
|
1,500 | 25.9% |
P
S
|
7,300 | $12,621,846 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.29% | 0.37% |
#40
3
Prev: #37
|
2.1 |
—
|
4,417 | 6.0% |
P
S
|
78,075 | $12,516,984 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IEMG
ISHARES INC COR...
|
ETF | 0.28% | 0.60% |
#41
15
Prev: #26
|
0.1 |
—
|
-151,000 | -46.6% |
P
S
|
173,000 | $12,066,750 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.28% | 0.36% |
#42
4
Prev: #38
|
2.1 |
—
|
3,002 | 13.1% |
P
S
|
25,980 | $11,976,520 | 2005 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GEV
GE VERNOVA INC ...
|
Industrials | 0.27% | 0.06% |
#43
83
Prev: #126
|
3.1 |
—
|
9,789 | 284.1% |
P
S
|
13,235 | $11,552,832 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ABNB
AIRBNB INC COM ...
|
Consumer Cyclical | 0.25% | 0.29% |
#44
1
Prev: #45
|
2.1 |
—
|
8,818 | 11.5% |
P
S
|
85,520 | $10,799,466 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
TMUS
T-MOBILE US INC...
|
Communication Services | 0.25% | 0.22% |
#45
7
Prev: #52
|
2.6 |
—
|
10,992 | 27.3% |
P
S
|
51,312 | $10,777,059 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VMC
VULCAN MATLS CO...
|
Basic Materials | 0.25% | 0.26% |
#46
2
Prev: #48
|
2.1 |
—
|
5,531 | 16.5% |
P
S
|
39,025 | $10,626,508 | 2005 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SYY
SYSCO CORP COM
|
Consumer Defensive | 0.23% | 0.19% |
#47
9
Prev: #56
|
2.6 |
—
|
43,761 | 45.9% |
P
S
|
139,179 | $9,927,638 | 2003 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 0.22% | 0.36% |
#48
9
Prev: #39
|
2.1 |
—
|
16,057 | 11.8% |
P
S
|
152,429 | $9,564,920 | 2003 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IFRA
ISHARES TR US I...
|
ETF | 0.22% | 0.28% |
#49
3
Prev: #46
|
0.6 |
—
|
-30,600 | -15.6% |
P
S
|
166,100 | $9,500,920 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
TSLA
TESLA INC COM
|
Consumer Cyclical | 0.22% | 0.31% |
#50
7
Prev: #43
|
0.6 |
—
|
649 | 2.6% |
P
S
|
25,420 | $9,449,885 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 |
Showing 1-50 of 293 holdings