2026 Q2 Portfolio Activity
In 2026 Q2, SUMITOMO LIFE INSURANCE CO maintained a portfolio of 300 distinct positions. The most significant new addition was INVESCO EXCH TRADED FD TR II, now representing 4.17% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 79.8%. The fund also reduced its exposure to ISHARES TR JPMORGAN USD EMG by 33.4%.
Position History
hover any row below to update
Loading…
Total Positions
300
Quarter
2026 Q2
Top Holding
SCHD (30.9%)
Top 10 Concentration
72.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 300
SUMITOMO LIFE INSURANCE CO Full Holdings List — 2026 Q2
| 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 | 30.88% | 32.77% |
#1
Prev: #1
|
8.5 |
—
|
14,119,934 | 31.1% |
P
S
|
59,569,934 | $1,888,962,607 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
IVV
ISHARES TR
|
ETF | 22.65% | 15.80% |
#2
Prev: #2
|
8.5 |
—
|
821,000 | 79.8% |
P
S
|
1,850,000 | $1,385,446,500 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
RDIV
INVESCO EXCH TR...
|
ETF | 4.17% | — |
#3
Prev: #—
|
6.2 |
—
|
4,400,000 | — |
NEW
|
4,400,000 | $255,200,000 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
TIP
ISHARES TR
|
ETF | 3.47% | 3.93% |
#4
1
Prev: #3
|
4.4 |
—
|
425,937 | 28.1% |
P
S
|
1,939,392 | $212,227,667 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
PBP
INVESCO EXCHANG...
|
ETF | 2.33% | 3.21% |
#5
1
Prev: #4
|
2.4 |
—
|
no change | no change |
P
S
|
6,220,000 | $142,438,000 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
IVVW
ISHARES TR
|
ETF | 2.21% | 3.11% |
#6
1
Prev: #5
|
1.9 |
—
|
no change | no change |
P
S
|
3,030,000 | $135,138,000 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.04% | 2.60% |
#7
Prev: #7
|
1.3 |
—
|
-11,965 | -1.9% |
P
S
|
622,746 | $124,605,247 | 2005 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AAPL
APPLE INC
|
Technology | 1.66% | 2.11% |
#8
Prev: #8
|
1.2 |
—
|
-3,306 | -0.9% |
P
S
|
350,965 | $101,555,232 | 1999 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 1.52% | 0.87% |
#9
6
Prev: #15
|
3.6 |
—
|
866,422 | 125.9% |
P
S
|
1,554,566 | $92,792,045 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.42% | 1.74% |
#10
1
Prev: #9
|
1.1 |
—
|
-14,740 | -5.7% |
P
S
|
243,379 | $86,976,353 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
EMB
ISHARES TR
|
ETF | 1.40% | 2.95% |
#11
5
Prev: #6
|
0.6 |
—
|
-447,340 | -33.4% |
P
S
|
890,369 | $85,867,186 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
XYLD
GLOBAL X FDS
|
ETF | 1.14% | 1.57% |
#12
2
Prev: #10
|
1.5 |
—
|
no change | no change |
P
S
|
1,710,000 | $69,750,900 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.12% | 1.32% |
#13
1
Prev: #12
|
2.4 |
—
|
16,318 | 6.0% |
P
S
|
286,577 | $68,302,762 | 2003 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.07% | 1.55% |
#14
3
Prev: #11
|
0.9 |
—
|
-2,333 | -1.3% |
P
S
|
175,494 | $65,462,772 | 1999 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 1.06% | 0.55% |
#15
8
Prev: #23
|
3.4 |
—
|
405,811 | 152.5% |
P
S
|
671,894 | $64,790,738 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
BKLN
INVESCO EXCH TR...
|
ETF | 1.03% | 0.90% |
#16
2
Prev: #14
|
3.4 |
—
|
1,215,953 | 64.9% |
P
S
|
3,089,034 | $62,923,623 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.80% | 0.93% |
#17
4
Prev: #13
|
0.8 |
—
|
1,219 | 1.0% |
P
S
|
128,887 | $48,687,064 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
USHY
ISHARES TR
|
ETF | 0.79% | 0.53% |
#18
6
Prev: #24
|
3.3 |
—
|
689,300 | 112.9% |
P
S
|
1,300,000 | $48,126,000 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.73% | 0.84% |
#19
3
Prev: #16
|
0.8 |
—
|
-1,507 | -3.9% |
P
S
|
37,489 | $44,965,431 | 1999 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 0.72% | 0.58% |
#20
Prev: #20
|
3.3 |
—
|
728,200 | 77.9% |
P
S
|
1,663,100 | $44,072,150 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
VWOB
VANGUARD WHITEH...
|
ETF | 0.67% | 0.69% |
#21
3
Prev: #18
|
2.8 |
—
|
167,400 | 37.5% |
P
S
|
613,500 | $41,251,740 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.55% | 0.58% |
#22
1
Prev: #21
|
2.2 |
—
|
7,400 | 17.8% |
P
S
|
49,000 | $33,653,690 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.55% | 0.72% |
#23
6
Prev: #17
|
0.7 |
—
|
-1,497 | -1.4% |
P
S
|
102,165 | $33,441,669 | 1999 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.45% | 0.29% |
#24
16
Prev: #40
|
0.7 |
—
|
2,706 | 3.5% |
P
S
|
80,781 | $27,547,937 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.42% | 0.58% |
#25
3
Prev: #22
|
0.7 |
—
|
411 | 0.8% |
P
S
|
49,435 | $25,389,816 | 2007 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.41% | 0.11% |
#26
39
Prev: #65
|
3.2 |
—
|
7,924 | 56.9% |
P
S
|
21,838 | $25,207,385 | 2001 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.41% | 0.62% |
#27
8
Prev: #19
|
0.7 |
—
|
-1,652 | -3.6% |
P
S
|
44,583 | $25,113,158 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.41% | 0.49% |
#28
1
Prev: #27
|
0.7 |
—
|
149 | 0.6% |
P
S
|
24,746 | $25,027,362 | 2003 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
USRT
ISHARES TR
|
ETF | 0.39% | 0.35% |
#29
7
Prev: #36
|
2.7 |
—
|
105,800 | 42.4% |
P
S
|
355,500 | $23,622,975 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.36% | 0.47% |
#30
2
Prev: #28
|
0.6 |
—
|
-7,812 | -11.1% |
P
S
|
62,587 | $22,113,865 | 2004 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.33% | 0.52% |
#31
6
Prev: #25
|
0.6 |
—
|
1,835 | 1.0% |
P
S
|
179,589 | $20,340,250 | 1999 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 0.32% | 0.33% |
#32
6
Prev: #38
|
0.6 |
—
|
1,529 | 2.7% |
P
S
|
57,878 | $19,378,712 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 0.31% | 0.40% |
#33
1
Prev: #32
|
2.1 |
—
|
2,761 | 8.0% |
P
S
|
37,242 | $18,671,649 | 2004 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
IFRA
ISHARES TR
|
ETF | 0.30% | 0.22% |
#34
15
Prev: #49
|
3.1 |
—
|
128,500 | 77.4% |
P
S
|
294,600 | $18,571,584 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.30% | 0.42% |
#35
5
Prev: #30
|
2.1 |
—
|
13,314 | 6.9% |
P
S
|
207,072 | $18,174,709 | 2010 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
WM
WASTE MGMT INC ...
|
Industrials | 0.29% | 0.41% |
#36
5
Prev: #31
|
2.1 |
—
|
4,246 | 5.6% |
P
S
|
79,441 | $17,705,810 | 1999 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
GSG
ISHARES S&P GSC...
|
Bond/Debt | 0.29% | 0.49% |
#37
11
Prev: #26
|
0.6 |
—
|
-31,028 | -4.8% |
P
S
|
615,300 | $17,597,580 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
FEZ
SPDR INDEX SHS ...
|
ETF | 0.27% | 0.47% |
#38
9
Prev: #29
|
0.1 |
—
|
-79,100 | -24.6% |
P
S
|
242,100 | $16,627,428 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.27% | 0.27% |
#39
4
Prev: #43
|
2.1 |
—
|
907 | 6.9% |
P
S
|
14,142 | $16,614,870 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
IEMG
ISHARES INC
|
ETF | 0.26% | 0.28% |
#40
1
Prev: #41
|
2.1 |
—
|
20,000 | 11.6% |
P
S
|
193,000 | $15,988,120 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DDOG
DATADOG INC
|
Technology | 0.26% | 0.17% |
#41
14
Prev: #55
|
0.6 |
—
|
-503 | -0.8% |
P
S
|
60,687 | $15,800,467 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.25% | 0.35% |
#42
7
Prev: #35
|
0.6 |
—
|
2,252 | 2.2% |
P
S
|
105,504 | $15,471,107 | 1999 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 0.25% | 0.36% |
#43
9
Prev: #34
|
0.6 |
—
|
-1,610 | -0.8% |
P
S
|
211,619 | $15,270,427 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
SYY
SYSCO CORP
|
Consumer Defensive | 0.23% | 0.23% |
#44
3
Prev: #47
|
2.6 |
—
|
32,621 | 23.4% |
P
S
|
171,800 | $14,359,044 | 2003 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 0.23% | 0.35% |
#45
8
Prev: #37
|
0.6 |
—
|
83 | 0.2% |
P
S
|
34,778 | $14,163,688 | 2016 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
APH
AMPHENOL CORP
|
Technology | 0.23% | 0.12% |
#46
15
Prev: #61
|
3.1 |
—
|
38,402 | 94.5% |
P
S
|
79,027 | $13,934,041 | 2005 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 0.20% | 0.30% |
#47
8
Prev: #39
|
1.1 |
—
|
no change | no change |
P
S
|
7,300 | $12,390,947 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
CME
CME GROUP INC
|
Financial Services | 0.20% | 0.38% |
#48
15
Prev: #33
|
0.6 |
—
|
-336 | -0.6% |
P
S
|
55,065 | $12,160,004 | 2007 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.20% | 0.28% |
#49
7
Prev: #42
|
2.1 |
—
|
4,506 | 17.3% |
P
S
|
30,486 | $12,123,672 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
CDNS
CADENCE DESIGN ...
|
Technology | 0.19% | 0.20% |
#50
1
Prev: #51
|
0.6 |
—
|
1,110 | 3.7% |
P
S
|
31,046 | $11,652,185 | 2003 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 |
Showing 1-50 of 300 holdings