SUMITOMO LIFE INSURANCE CO

Q2 2024 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
6/30/2024
Date filed
7/19/2024
Form type
13F-HR
Num holdings
274
Total value ($000)
$4,322,341
Net value change ($000)
+470,371 (12.2%)
New positions
19
Sold out positions
8
Turnover %
11.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/26/2024 Next filing: 10/16/2024 SEC filing

Snapshot: Change Analysis

Compared to Q1 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYM 308,840 NEW
SCHD 206,273 43.8%
USHY 20,777 134.2%
EMB 18,867 26.9%
VWOB 17,684 120.1%
AAPL 14,245 42.4%
SCHP 12,484 52.6%
GSG 10,804 23.2%
NVDA 9,014 19.2%
AVGO 6,722 86.8%
Top Reduces (Value $000, Stocks/ETFs)
TIP -137,555 -100.0%
VWO -17,965 -10.2%
FEZ -3,742 -24.1%
ZTS -3,726 -58.2%
NKE -3,719 -62.0%
VOO -2,968 -11.3%
HD -2,477 -34.8%
RTX -1,898 -100.0%
UNH -1,671 -13.4%
VNQ -1,514 -3.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type