SUMITOMO LIFE INSURANCE CO
CIK: 0000937760Latest portfolio: $3.7B · Q4 2025
Holdings
281
Total Value
$3.7B
New Positions
18
Closed Positions
5
Top Holdings
View All 281 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SCHDSCHWAB STRATEGIC TR US DIVIDEND EQ | 31,050,000 | $851.0M | 23.31% | — | |
| 2 | IVVISHARES TR CORE S&P500 ETF | 751,000 | $514.0M | 14.08% | +591K | |
| 3 | EMBISHARES TR JPMORGAN USD EMG | 1,517,978 | $146.0M | 4.00% | +222K | |
| 4 | PBPINVESCO EXCHANGE TRADED FD T S&P500 BUY WRT | 6,220,000 | $142.0M | 3.89% | — | |
| 5 | IVVWISHARES TR S&P 500 BUYWRITE | 3,030,000 | $137.0M | 3.75% | — | |
| 6 | NVDANVIDIA CORPORATION COM | 613,375 | $114.0M | 3.12% | +61K | |
| 7 | VWOVANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | 2,005,583 | $107.0M | 2.93% | -99,990 | |
| 8 | MSFTMICROSOFT CORP COM | 189,751 | $91.0M | 2.49% | +8K | |
| 9 | AAPLAPPLE INC COM | 313,432 | $85.0M | 2.33% | +24K | |
| 10 | GOOGLALPHABET INC CAP STK CL A | 243,955 | $76.0M | 2.08% | +12K | |
| 11 | XYLDGLOBAL X FDS S&P 500 COVERED | 1,710,000 | $69.0M | 1.89% | — | |
| 12 | BKLNINVESCO EXCH TRADED FD TR II SR LN ETF | 3,170,000 | $66.0M | 1.81% | +252K | |
| 13 | AMZNAMAZON COM INC COM | 266,291 | $61.0M | 1.67% | +28K | |
| 14 | VNQVANGUARD INDEX FDS REAL ESTATE ETF | 549,762 | $48.0M | 1.31% | +51K | |
| 15 | GSGISHARES S&P GSCI COMMODITY- UNIT BEN INT | 1,746,896 | $40.0M | 1.10% | NEW | |
| 16 | AVGOBROADCOM INC COM | 117,849 | $40.0M | 1.10% | -12,668 | |
| 17 | LLYELI LILLY & CO COM | 32,546 | $34.0M | 0.93% | +4K | |
| 18 | SCHPSCHWAB STRATEGIC TR US TIPS ETF | 1,250,000 | $33.0M | 0.90% | +387K | |
| 19 | VWOBVANGUARD WHITEHALL FDS EM MK GOV BD ETF | 502,300 | $33.0M | 0.90% | +126K | |
| 20 | METAMETA PLATFORMS INC CL A | 47,511 | $31.0M | 0.85% | -12,591 | |
| 21 | JPMJPMORGAN CHASE & CO. COM | 95,604 | $30.0M | 0.82% | +3K | |
| 22 | USHYISHARES TR BROAD USD HIGH | 754,000 | $28.0M | 0.77% | +103K | |
| 23 | FEZSPDR INDEX SHS FDS EURO STOXX 50 | 391,300 | $25.0M | 0.68% | -57,600 | |
| 24 | MAMASTERCARD INCORPORATED CL A | 45,499 | $25.0M | 0.68% | +7K | |
| 25 | GOOGALPHABET INC CAP STK CL C | 71,504 | $22.0M | 0.60% | +12K |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial Services0.0% ($8.51000514000146e+202T)
Technology0.0% ($1.1400091000850004e+167T)
Industrials0.0% ($1.5000100009000399e+91T)
Healthcare0.0% ($3.4000160001300013e+81T)
Consumer Cyclical0.0% ($6.100011000100006e+51T)
Basic Materials0.0% ($9.000500030003e+39T)
Unknown0.0% ($1.1000500040003e+34T)
Communication Services0.0% ($7.600031000220008e+32T)
Consumer Defensive0.0% ($1.70001100070003e+32T)
Energy0.0% ($4.0004000300020004e+26T)
Utilities0.0% ($120003000200010.0T)
Real Estate0.0% ($2.0T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 13, 2026 | $3.7B | 281 |
| Q3 2025 | Nov 12, 2025 | $3.2T | 268 |
| Q2 2025 | Aug 5, 2025 | $1.5T | 265 |
| Q1 2025 | May 2, 2025 | $2.8T | 272 |
| Q4 2024 | Jan 23, 2025 | $5297.9T | 270 |
| Q3 2024 | Oct 16, 2024 | $5093.3T | 269 |
| Q2 2024 | Jul 19, 2024 | $4322.3T | 274 |
| Q1 2024 | Apr 26, 2024 | $3852.0T | 263 |
| Q4 2023 | Jan 30, 2024 | $3216.3T | 258 |
| Q3 2023 | Oct 23, 2023 | $3552.2T | 259 |
| Q2 2023 | Jul 20, 2023 | $2273.6T | 261 |
| Q1 2023 | Apr 27, 2023 | $1.2T | 256 |
| Q4 2022 | Jan 18, 2023 | $1.4T | 262 |
| Q3 2022 | Oct 31, 2022 | $2.4T | 266 |
| Q2 2022 | Jul 22, 2022 | $3.6T | 275 |
| Q1 2022 | Apr 27, 2022 | $4.0T | 271 |
| Q4 2021 | Feb 4, 2022 | $4.2T | 273 |
| Q3 2021 | Oct 25, 2021 | $3.7T | 270 |
| Q2 2021 | Jul 20, 2021 | $3.1T | 285 |
| Q1 2021 | Apr 27, 2021 | $2.5T | 281 |
| Q4 2020 | Feb 5, 2021 | $2.4T | 273 |
| Q3 2020 | Oct 29, 2020 | $2.1T | 266 |
| Q2 2020 | Jul 22, 2020 | $1.9T | 261 |
| Q1 2020 | May 1, 2020 | $1.4T | 268 |
| Q4 2019 | Jan 24, 2020 | $882.6B | 264 |
| Q3 2019 | Oct 24, 2019 | $768.7B | 265 |
| Q2 2019 | Jul 26, 2019 | $847.3B | 269 |
| Q1 2019 | Apr 17, 2019 | $743.9B | 258 |
| Q4 2018 | Jan 24, 2019 | $721.5B | 255 |
| Q3 2018 | Oct 18, 2018 | $832.2B | 259 |
| Q2 2018 | Jul 23, 2018 | $815.3B | 253 |
| Q1 2018 | Apr 27, 2018 | $756.4B | 255 |
| Q4 2017 | Feb 1, 2018 | $797.0B | 257 |
| Q3 2017 | Oct 17, 2017 | $785.1B | 258 |
| Q2 2017 | Jul 27, 2017 | $766.7B | 261 |
| Q1 2017 | Apr 26, 2017 | $707.5B | 285 |
| Q4 2016 | Jan 27, 2017 | $701.3B | 278 |
| Q3 2016 | Oct 25, 2016 | $674.0B | 291 |
| Q2 2016 | Jul 15, 2016 | $729.7B | 282 |
| Q1 2016 | Apr 26, 2016 | $768.8B | 283 |
Fund Information
SUMITOMO LIFE INSURANCE CO is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $3.7B across 281 holdings. The largest position is SCHWAB STRATEGIC TR US DIVIDEND EQ (SCHD), representing 23.3% of the portfolio. Compared to the previous quarter, the fund opened 18 new positions and closed 5 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.