SUMITOMO LIFE INSURANCE CO

Q2 2026 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
291
Total value ($000)
$6,117,841
Net value change ($000)
+1,863,108 (43.8%)
New positions
18
Sold out positions
9
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 713,294 106.1%
SCHD 494,557 35.5%
RDIV 255,200 NEW
VWO 55,598 149.5%
TIP 45,203 27.1%
VNQ 41,189 174.5%
USHY 25,628 113.9%
BKLN 24,694 64.6%
MU 20,506 436.2%
SCHP 19,194 77.2%
Top Reduces (Value $000, Stocks/ETFs)
EMB -39,784 -31.7%
ABNB -10,385 -96.2%
ZTS -7,672 -100.0%
CME -4,203 -25.7%
FEZ -3,313 -16.6%
AFRM -3,281 -100.0%
GSG -3,246 -15.6%
INTU -2,516 -83.5%
BKNG -2,015 -60.2%
BSX -1,996 -20.9%
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