# SUMITOMO LIFE INSURANCE CO

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 937760. Source: https://holderbook.com/funds/937760-sumitomo-life-insurance-co/

- Reported value: $6.1B
- Positions: 291
- Weight of the ten largest: 72.3%
- Filed: 2026-08-12

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $1.9B | 59,569,934 | 30.9% | 4 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $1.4B | 1,850,000 | 22.6% | 4 |
| INVESCO EXCH TRADED FD TR II | [RDIV](https://holderbook.com/stocks/RDIV/) | $255.2M | 4,400,000 | 4.2% | 1 |
| ISHARES TR | [TIP](https://holderbook.com/stocks/TIP/) | $212.2M | 1,939,392 | 3.5% | 2 |
| INVESCO EXCHANGE TRADED FD T | [PBP](https://holderbook.com/stocks/PBP/) | $142.4M | 6,220,000 | 2.3% | 4 |
| ISHARES TR | [IVVW](https://holderbook.com/stocks/IVVW/) | $135.1M | 3,030,000 | 2.2% | 5 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $124.6M | 622,746 | 2.0% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $101.6M | 350,965 | 1.7% | 31 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $92.8M | 1,554,566 | 1.5% | 4 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $87.0M | 243,379 | 1.4% | 31 |
| ISHARES TR | [EMB](https://holderbook.com/stocks/EMB/) | $85.9M | 890,369 | 1.4% | 4 |
| GLOBAL X FDS | [XYLD](https://holderbook.com/stocks/XYLD/) | $69.8M | 1,710,000 | 1.1% | 4 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $68.3M | 286,577 | 1.1% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $65.5M | 175,494 | 1.1% | 31 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $64.8M | 671,894 | 1.1% | 5 |
| INVESCO EXCH TRADED FD TR II | [BKLN](https://holderbook.com/stocks/BKLN/) | $62.9M | 3,089,034 | 1.0% | 19 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $48.7M | 128,887 | 0.8% | 31 |
| ISHARES TR | [USHY](https://holderbook.com/stocks/USHY/) | $48.1M | 1,300,000 | 0.8% | 13 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $45.0M | 37,489 | 0.7% | 31 |
| SCHWAB STRATEGIC TR | [SCHP](https://holderbook.com/stocks/SCHP/) | $44.1M | 1,663,100 | 0.7% | 13 |
| VANGUARD WHITEHALL FDS | [VWOB](https://holderbook.com/stocks/VWOB/) | $41.3M | 613,500 | 0.7% | 13 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $33.7M | 49,000 | 0.6% | 13 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $33.4M | 102,165 | 0.5% | 31 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $27.5M | 80,781 | 0.5% | 7 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $25.4M | 49,435 | 0.4% | 31 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $25.2M | 21,838 | 0.4% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $25.1M | 44,583 | 0.4% | 31 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $25.0M | 24,746 | 0.4% | 31 |
| ISHARES TR | [USRT](https://holderbook.com/stocks/USRT/) | $23.6M | 355,500 | 0.4% | 13 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $22.1M | 62,587 | 0.4% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $20.3M | 179,589 | 0.3% | 31 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $19.4M | 57,878 | 0.3% | 9 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $18.7M | 37,242 | 0.3% | 31 |
| ISHARES TR | [IFRA](https://holderbook.com/stocks/IFRA/) | $18.6M | 294,600 | 0.3% | 13 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $18.2M | 207,072 | 0.3% | 31 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $17.7M | 79,441 | 0.3% | 31 |
| ISHARES S&P GSCI COMMODITY- | [GSG](https://holderbook.com/stocks/GSG/) | $17.6M | 615,300 | 0.3% | 3 |
| SPDR INDEX SHS FDS | [FEZ](https://holderbook.com/stocks/FEZ/) | $16.6M | 242,100 | 0.3% | 13 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $16.6M | 14,142 | 0.3% | 5 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $16.0M | 193,000 | 0.3% | 13 |
| DATADOG INC | [DDOG](https://holderbook.com/stocks/DDOG/) | $15.8M | 60,687 | 0.3% | 15 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $15.5M | 105,504 | 0.3% | 31 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $15.3M | 211,619 | 0.2% | 11 |
| SYSCO CORP | [SYY](https://holderbook.com/stocks/SYY/) | $14.4M | 171,800 | 0.2% | 31 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $14.2M | 34,778 | 0.2% | 31 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $13.9M | 79,027 | 0.2% | 8 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $12.4M | 7,300 | 0.2% | 8 |
| CME GROUP INC | [CME](https://holderbook.com/stocks/CME/) | $12.2M | 55,065 | 0.2% | 31 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $12.1M | 30,486 | 0.2% | 31 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $11.7M | 31,046 | 0.2% | 11 |
| VULCAN MATLS CO | [VMC](https://holderbook.com/stocks/VMC/) | $11.4M | 38,751 | 0.2% | 31 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $10.9M | 18,804 | 0.2% | 23 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $10.1M | 24,030 | 0.2% | 31 |
| T-MOBILE US INC | [TMUS](https://holderbook.com/stocks/TMUS/) | $9.5M | 56,924 | 0.2% | 31 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $8.1M | 142,704 | 0.1% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $7.6M | 7,130 | 0.1% | 31 |
| BOSTON SCIENTIFIC CORP | [BSX](https://holderbook.com/stocks/BSX/) | $7.6M | 177,353 | 0.1% | 31 |
| PAYCHEX INC | [PAYX](https://holderbook.com/stocks/PAYX/) | $7.3M | 73,900 | 0.1% | 10 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $6.9M | 58,672 | 0.1% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $6.4M | 25,310 | 0.1% | 31 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $6.3M | 20,787 | 0.1% | 10 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $6.2M | 18,080 | 0.1% | 31 |
| COHERENT CORP | [COHR](https://holderbook.com/stocks/COHR/) | $6.2M | 15,612 | 0.1% | 1 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $6.1M | 8,446 | 0.1% | 9 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $5.9M | 43,296 | 0.1% | 31 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $5.8M | 41,796 | 0.1% | 31 |
| MONGODB INC | [MDB](https://holderbook.com/stocks/MDB/) | $5.7M | 16,900 | 0.1% | 3 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $5.4M | 10,849 | 0.1% | 31 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $5.3M | 14,249 | 0.1% | 20 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $5.2M | 6,789 | 0.1% | 23 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $5.0M | 7,804 | 0.1% | 31 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $5.0M | 11,458 | 0.1% | 3 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $4.9M | 19,641 | 0.1% | 31 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $4.6M | 6,404 | 0.1% | 9 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $4.4M | 24,301 | 0.1% | 31 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $4.3M | 1,900 | 0.1% | 1 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $4.3M | 12,756 | 0.1% | 31 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $4.2M | 9,947 | 0.1% | 31 |
| NEWMONT CORP | [NEM](https://holderbook.com/stocks/NEM/) | $4.2M | 44,712 | 0.1% | 31 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $4.1M | 19,712 | 0.1% | 31 |
| WILLIAMS COS INC | [WMB](https://holderbook.com/stocks/WMB/) | $4.1M | 55,380 | 0.1% | 31 |
| COMFORT SYS USA INC | [FIX](https://holderbook.com/stocks/FIX/) | $4.1M | 2,060 | 0.1% | 3 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $4.1M | 4,334 | 0.1% | 31 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $3.9M | 7,909 | 0.1% | 26 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $3.8M | 3,927 | 0.1% | 2 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $3.6M | 44,829 | 0.1% | 31 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $3.6M | 10,224 | 0.1% | 31 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $3.6M | 3,675 | 0.1% | 31 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $3.5M | 13,805 | 0.1% | 2 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $3.5M | 25,161 | 0.1% | 31 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $3.5M | 20,526 | 0.1% | 7 |
| TORONTO DOMINION BK ONT | [TD](https://holderbook.com/stocks/TD/) | $3.5M | 28,467 | 0.1% | 9 |
| APPLOVIN CORP | [APP](https://holderbook.com/stocks/APP/) | $3.4M | 6,623 | 0.1% | 5 |
| HOWMET AEROSPACE INC | [HWM](https://holderbook.com/stocks/HWM/) | $3.3M | 12,209 | 0.1% | 14 |
| VERTEX PHARMACEUTICALS INC | [VRTX](https://holderbook.com/stocks/VRTX/) | $3.3M | 6,558 | 0.1% | 14 |
| WELLTOWER INC | [WELL](https://holderbook.com/stocks/WELL/) | $3.3M | 14,344 | 0.1% | 31 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $3.2M | 11,643 | 0.1% | 31 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $3.2M | 19,569 | 0.1% | 31 |
| KEYSIGHT TECHNOLOGIES INC | [KEYS](https://holderbook.com/stocks/KEYS/) | $3.2M | 9,197 | 0.1% | 30 |
| INTERACTIVE BROKERS GROUP IN | [IBKR](https://holderbook.com/stocks/IBKR/) | $3.2M | 36,310 | 0.1% | 8 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +8.4% | +14.8% | -6.5% | 100% |
| Q1 2026 | -0.5% | -4.6% | +4.1% | 100% |
| Q4 2025 | +1.1% | +2.4% | -1.3% | 100% |
| Q3 2025 | +5.3% | +7.8% | -2.5% | 100% |
| Q2 2025 | +4.9% | +10.5% | -5.6% | 100% |
| Q1 2025 | -1.2% | -4.6% | +3.4% | 100% |
| Q4 2024 | -0.4% | +2.1% | -2.5% | 100% |
| Q3 2024 | +6.8% | +5.4% | +1.4% | 107% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $6.1B | 291 |
| Q1 2026 | $4.3B | 282 |
| Q4 2025 | $3.7B | 281 |
| Q3 2025 | $3.2B | 268 |
| Q2 2025 | $1.5B | 265 |
| Q1 2025 | $2.8B | 272 |
| Q4 2024 | $5.3B | 270 |
| Q3 2024 | $5.1B | 269 |
| Q2 2024 | $4.3B | 274 |
| Q1 2024 | $3.9B | 263 |
| Q4 2023 | $3.2B | 258 |
| Q3 2023 | $3.6B | 259 |