SUMITOMO LIFE INSURANCE CO
CIK: 0000937760SEC EDGAR →
Portfolio Value
$3.7B
Holdings
281
As of
Q4 2025
New Positions
14
Closed Positions
11
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR US DIVIDEND EQ | 31,050,000 | $851.0M | 23.31% |
| 2 | ISHARES TR CORE S&P500 ETF | 751,000 | $514.0M | 14.08% |
| 3 | ISHARES TR JPMORGAN USD EMG | 1,517,978 | $146.0M | 4.00% |
| 4 | INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT | 6,220,000 | $142.0M | 3.89% |
| 5 | ISHARES TR S&P 500 BUYWRITE | 3,030,000 | $137.0M | 3.75% |
| 6 | NVIDIA CORPORATION COM | 613,375 | $114.0M | 3.12% |
| 7 | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | 2,005,583 | $107.0M | 2.93% |
| 8 | MICROSOFT CORP COM | 189,751 | $91.0M | 2.49% |
| 9 | APPLE INC COM | 313,432 | $85.0M | 2.33% |
| 10 | ALPHABET INC CAP STK CL A | 243,955 | $76.0M | 2.08% |
Quarterly Changes
Top Buys
New Positions (18)
$40.0M · 1.7M shares
$7.0M · 19K shares
$4.0M · 61K shares
$3.0M · 74K shares
$2.0M · 35K shares
$2.0M · 100K shares
$2.0M · 12K shares
$2.0M · 59K shares
$2.0M · 23K shares
$1.0M · 2K shares
$1.0M · 38K shares
$1.0M · 12K shares
$0 · 5K shares
$0 · 14K shares
$0 · 9K shares
$0 · 1K shares
$0 · 5K shares
$0 · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 58 | $2.4B | 69.2% |
| Technology | 51 | $503.0M | 14.4% |
| Communication Services | 12 | $148.0M | 4.2% |
| Healthcare | 30 | $109.0M | 3.1% |
| Consumer Cyclical | 22 | $100.0M | 2.9% |
| Industrials | 33 | $72.0M | 2.1% |
| Consumer Defensive | 13 | $44.0M | 1.3% |
| Unknown | 13 | $33.0M | 0.9% |
| Basic Materials | 16 | $33.0M | 0.9% |
| Utilities | 11 | $18.0M | 0.5% |
| Energy | 15 | $16.0M | 0.5% |
| Real Estate | 7 | $2.0M | 0.1% |