2026 Q2 Portfolio Activity
In 2026 Q2, SUMITOMO MITSUI FINANCIAL GROUP, INC. maintained a portfolio of 254 distinct positions. The most significant new addition was MARVELL TECHNOLOGY INC, now representing 0.03% of the total fund value. They heavily accumulated shares in INVESCO QQQ TR, increasing the position by 4633.8%. The fund also reduced its exposure to INVESCO QQQ TR by 97.0%.
Position History
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Total Positions
254
Quarter
2026 Q2
Top Holding
ARES (28.2%)
Top 10 Concentration
67.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 254
SUMITOMO MITSUI FINANCIAL GROUP, INC. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ARES
ARES MANAGEMENT...
|
Financial Services | 28.22% | 29.54% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
13,364,740 | $1,487,629,209 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 10.87% | 9.96% |
#2
Prev: #2
|
6.0 |
—
|
11,256 | 1.5% |
P
S
|
767,224 | $572,939,866 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
JEF
JEFFERIES FINL ...
|
Financial Services | 6.10% | 7.73% |
#3
Prev: #3
|
3.4 |
—
|
-2,817,744 | -30.5% |
P
S
|
6,429,337 | $321,338,263 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 5.29% | 2.13% |
#4
4
Prev: #8
|
5.6 |
—
|
196,940 | 108.3% |
P
S
|
378,706 | $278,879,098 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GLD
SPDR GOLD TR
|
ETF | 4.32% | 5.14% |
#5
1
Prev: #4
|
2.7 |
—
|
27,763 | 4.7% |
P
S
|
617,825 | $227,594,374 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PSNY
POLESTAR AUTOMO...
|
Consumer Cyclical | 3.68% | 3.86% |
#6
1
Prev: #5
|
2.5 |
—
|
no change | no change |
P
S
|
10,341,261 | $194,208,882 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AGG
ISHARES TR
|
ETF | 2.51% | 2.72% |
#7
Prev: #7
|
1.5 |
—
|
-17,941 | -1.3% |
P
S
|
1,336,039 | $132,241,140 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
XLB
SELECT SECTOR S...
|
ETF | 2.35% | 0.00% |
#8
162
Prev: #170
|
3.9 |
—
|
2,440,000 | 205733.6% |
P
S
|
2,441,186 | $124,085,484 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CME
CME GROUP INC
|
Financial Services | 1.98% | 2.82% |
#9
3
Prev: #6
|
1.8 |
—
|
no change | no change |
P
S
|
471,846 | $104,197,697 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.80% | 1.66% |
#10
Prev: #10
|
1.2 |
—
|
6,934 | 1.5% |
P
S
|
475,444 | $95,131,590 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
LQD
ISHARES TR
|
ETF | 1.78% | 1.84% |
#11
2
Prev: #9
|
1.2 |
—
|
24,167 | 2.9% |
P
S
|
859,205 | $93,713,489 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.72% | 1.48% |
#12
1
Prev: #13
|
1.2 |
—
|
1,407 | 0.6% |
P
S
|
256,147 | $90,504,419 | 2017 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.70% | 1.49% |
#13
1
Prev: #12
|
1.2 |
—
|
618 | 0.3% |
P
S
|
237,514 | $89,720,914 | 2017 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 1.58% | 1.22% |
#14
2
Prev: #16
|
1.1 |
—
|
520 | 0.1% |
P
S
|
490,822 | $83,380,841 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IEF
ISHARES TR
|
ETF | 1.57% | 1.65% |
#15
4
Prev: #11
|
1.1 |
—
|
22,135 | 2.6% |
P
S
|
877,332 | $82,969,287 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
XYZ
BLOCK INC
|
Technology | 1.31% | 1.11% |
#16
3
Prev: #19
|
1.0 |
—
|
1,390 | 0.2% |
P
S
|
909,320 | $69,108,320 | 2017 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
HYG
ISHARES TR
|
ETF | 1.18% | 1.25% |
#17
2
Prev: #15
|
1.0 |
—
|
3,643 | 0.5% |
P
S
|
780,473 | $62,414,426 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IGSB
ISHARES TR
|
ETF | 1.03% | 1.11% |
#18
Prev: #18
|
0.9 |
—
|
-97 | -0.0% |
P
S
|
1,039,573 | $54,484,021 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.03% | 0.94% |
#19
3
Prev: #22
|
0.9 |
—
|
3,948 | 1.8% |
P
S
|
227,087 | $54,123,916 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SJNK
SPDR SERIES TRU...
|
ETF | 0.98% | 1.00% |
#20
Prev: #20
|
0.9 |
—
|
93,146 | 4.7% |
P
S
|
2,061,130 | $51,590,084 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.91% | 0.71% |
#21
6
Prev: #27
|
0.9 |
—
|
4,318 | 3.5% |
P
S
|
127,866 | $47,787,360 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.91% | 0.85% |
#22
3
Prev: #25
|
0.9 |
—
|
2,720 | 1.9% |
P
S
|
145,973 | $47,781,342 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.89% | 0.95% |
#23
2
Prev: #21
|
0.9 |
—
|
-1,035 | -0.8% |
P
S
|
125,950 | $46,981,869 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.88% | 0.93% |
#24
1
Prev: #23
|
0.9 |
—
|
2,146 | 2.7% |
P
S
|
82,420 | $46,426,362 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
APH
AMPHENOL CORP
|
Technology | 0.87% | 0.58% |
#25
6
Prev: #31
|
2.3 |
—
|
32,577 | 14.4% |
P
S
|
259,128 | $45,689,449 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MBB
ISHARES TR
|
ETF | 0.84% | 0.91% |
#26
2
Prev: #24
|
0.8 |
—
|
-878 | -0.2% |
P
S
|
470,874 | $44,507,010 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PFF
ISHARES TR
|
Preferred | 0.76% | 0.80% |
#27
1
Prev: #26
|
0.8 |
—
|
9,835 | 0.8% |
P
S
|
1,309,459 | $39,925,405 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GWW
WW GRAINGER INC
|
Industrials | 0.63% | 0.55% |
#28
5
Prev: #33
|
0.8 |
—
|
-316 | -1.3% |
P
S
|
24,381 | $33,167,912 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.62% | 0.59% |
#29
Prev: #29
|
0.7 |
—
|
611 | 0.6% |
P
S
|
96,529 | $32,650,934 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.58% | 0.41% |
#30
12
Prev: #42
|
3.2 |
—
|
227,572 | 786.3% |
P
S
|
256,515 | $30,658,673 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
DHI
D R HORTON INC
|
Consumer Cyclical | 0.58% | 0.52% |
#31
5
Prev: #36
|
0.7 |
—
|
9 | 0.0% |
P
S
|
186,534 | $30,382,658 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
FSLR
FIRST SOLAR INC
|
Technology | 0.58% | 0.52% |
#32
2
Prev: #34
|
0.7 |
—
|
-1,838 | -1.4% |
P
S
|
128,656 | $30,357,670 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.57% | 0.58% |
#33
3
Prev: #30
|
0.7 |
—
|
1,474 | 1.8% |
P
S
|
83,520 | $30,244,262 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.48% | 0.48% |
#34
5
Prev: #39
|
0.7 |
—
|
1,447 | 0.5% |
P
S
|
312,741 | $25,416,462 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TLT
ISHARES TR
|
ETF | 0.48% | 0.52% |
#35
Prev: #35
|
0.7 |
—
|
-3,233 | -1.1% |
P
S
|
292,387 | $25,268,085 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NEM
NEWMONT CORP
|
Basic Materials | 0.47% | 0.55% |
#36
4
Prev: #32
|
2.2 |
—
|
13,788 | 5.5% |
P
S
|
265,950 | $24,839,730 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BLK
BLACKROCK INC
|
Financial Services | 0.46% | 0.49% |
#37
Prev: #37
|
0.7 |
—
|
92 | 0.4% |
P
S
|
25,223 | $24,253,428 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SOXX
ISHARES TR
|
ETF | 0.43% | 1.38% |
#38
24
Prev: #14
|
0.2 |
—
|
-171,656 | -82.9% |
P
S
|
35,285 | $22,609,217 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 0.33% | 0.43% |
#39
1
Prev: #40
|
2.6 |
—
|
77,768 | 23.2% |
P
S
|
412,532 | $17,606,866 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BAB
INVESCO EXCH TR...
|
ETF | 0.32% | 0.36% |
#40
3
Prev: #43
|
0.6 |
—
|
-21,105 | -3.2% |
P
S
|
637,933 | $17,122,122 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SHV
ISHARES TR
|
ETF | 0.31% | 0.42% |
#41
Prev: #41
|
0.6 |
—
|
-36,718 | -19.8% |
P
S
|
148,967 | $16,438,508 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
INTU
INTUIT
|
Technology | 0.30% | 0.49% |
#42
4
Prev: #38
|
2.1 |
—
|
5,506 | 9.9% |
P
S
|
61,068 | $15,938,748 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GOVT
ISHARES TR
|
ETF | 0.29% | 0.31% |
#43
1
Prev: #44
|
0.6 |
—
|
7,135 | 1.1% |
P
S
|
678,839 | $15,453,770 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
QCOM
QUALCOMM INC
|
Technology | 0.27% | 0.19% |
#44
7
Prev: #51
|
0.6 |
—
|
3,417 | 4.7% |
P
S
|
76,418 | $14,121,282 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IYR
ISHARES TR
|
ETF | 0.23% | 0.24% |
#45
Prev: #45
|
0.6 |
—
|
-7,842 | -6.2% |
P
S
|
118,215 | $12,087,484 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.22% | 0.21% |
#46
2
Prev: #48
|
0.6 |
—
|
-541 | -3.2% |
P
S
|
16,547 | $11,364,645 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SHY
ISHARES TR
|
ETF | 0.21% | 0.20% |
#47
2
Prev: #49
|
2.1 |
—
|
14,709 | 12.0% |
P
S
|
137,118 | $11,258,759 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.19% | 0.22% |
#48
1
Prev: #47
|
0.6 |
—
|
-261 | -2.4% |
P
S
|
10,478 | $9,801,855 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
XLP
SELECT SECTOR S...
|
ETF | 0.18% | 0.19% |
#49
3
Prev: #52
|
0.6 |
—
|
991 | 0.9% |
P
S
|
115,545 | $9,598,323 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ULTA
ULTA BEAUTY INC
|
Consumer Cyclical | 0.18% | 0.22% |
#50
4
Prev: #46
|
0.6 |
—
|
397 | 1.9% |
P
S
|
21,048 | $9,492,227 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-50 of 254 holdings