SUMITOMO LIFE INSURANCE CO

Est. AUM

$4.25B

13F long equity, this entity only

Positions

282

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR US DIVIDEND EQ	Common	$1.39B	45450000	32.77%	SOLE
2	ISHARES TR CORE S&P500 ETF	Common	$672.2M	1029000	15.80%	SOLE
3	ISHARES TR TIPS BD ETF	Common	$167.0M	1513455	3.93%	SOLE
4	INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT	Common	$136.8M	6220000	3.21%	SOLE
5	ISHARES TR S&P 500 BUYWRITE	Common	$132.3M	3030000	3.11%	SOLE
6	ISHARES TR JPMORGAN USD EMG	Common	$125.7M	1337709	2.95%	SOLE
7	NVIDIA CORPORATION COM	Common	$110.7M	634711	2.60%	SOLE
8	APPLE INC COM	Common	$89.9M	354271	2.11%	SOLE
9	ALPHABET INC CAP STK CL A	Common	$74.2M	258119	1.74%	SOLE
10	GLOBAL X FDS S&P 500 COVERED	Common	$66.9M	1710000	1.57%	SOLE
11	MICROSOFT CORP COM	Common	$65.8M	177827	1.55%	SOLE
12	AMAZON COM INC COM	Common	$56.3M	270259	1.32%	SOLE
13	BROADCOM INC COM	Common	$39.5M	127668	0.93%	SOLE
14	INVESCO EXCH TRADED FD TR II SR LN ETF	Common	$38.2M	1873081	0.90%	SOLE
15	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF	Common	$37.2M	688144	0.87%	SOLE
16	ELI LILLY & CO COM	Common	$35.9M	38996	0.84%	SOLE
17	JPMORGAN CHASE & CO COM	Common	$30.5M	103662	0.72%	SOLE
18	VANGUARD WHITEHALL FDS EM MK GOV BD ETF	Common	$29.3M	446100	0.69%	SOLE
19	META PLATFORMS INC CL A	Common	$26.5M	46235	0.62%	SOLE
20	SCHWAB STRATEGIC TR US TIPS ETF	Common	$24.9M	934900	0.58%	SOLE
21	VANGUARD INDEX FDS S&P 500 ETF SHS	Common	$24.9M	41600	0.58%	SOLE
22	MASTERCARD INCORPORATED CL A	Common	$24.5M	49024	0.58%	SOLE
23	VANGUARD INDEX FDS REAL ESTATE ETF	Common	$23.6M	266083	0.55%	SOLE
24	ISHARES TR BROAD USD HIGH	Common	$22.5M	610700	0.53%	SOLE
25	WALMART INC COM	Common	$22.1M	177754	0.52%	SOLE
26	ISHARES S&P GSCI COMMODITY- UNIT BEN INT	Common	$20.8M	646328	0.49%	SOLE
27	GOLDMAN SACHS GROUP INC COM	Common	$20.8M	24597	0.49%	SOLE
28	ALPHABET INC CAP STK CL C	Common	$20.2M	70399	0.47%	SOLE
29	SPDR INDEX SHS FDS STATE STREET SPD	Common	$19.9M	321200	0.47%	SOLE
30	NEXTERA ENERGY INC COM	Common	$18.0M	193758	0.42%	SOLE
31	WASTE MGMT INC DEL COM	Common	$17.3M	75195	0.41%	SOLE
32	THERMO FISHER SCIENTIFIC INC COM	Common	$16.9M	34481	0.40%	SOLE
33	CME GROUP INC COM	Common	$16.4M	55401	0.38%	SOLE
34	UBER TECHNOLOGIES INC COM	Common	$15.3M	213229	0.36%	SOLE
35	PROCTER & GAMBLE CO COM	Common	$14.9M	103252	0.35%	SOLE
36	ISHARES TR CRE U S REIT ETF	Common	$14.8M	249700	0.35%	SOLE
37	S&P GLOBAL INC COM	Common	$14.8M	34695	0.35%	SOLE
38	VERTIV HOLDINGS CO COM CL A	Common	$14.1M	56349	0.33%	SOLE
39	MERCADOLIBRE INC COM	Common	$12.6M	7300	0.30%	SOLE
40	PALO ALTO NETWORKS INC COM	Common	$12.5M	78075	0.29%	SOLE
41	ISHARES INC CORE MSCI EMKT	Common	$12.1M	173000	0.28%	SOLE
42	INTUITIVE SURGICAL INC COM NEW	Common	$12.0M	25980	0.28%	SOLE
43	GE VERNOVA INC COM	Common	$11.6M	13235	0.27%	SOLE
44	AIRBNB INC COM CL A	Common	$10.8M	85520	0.25%	SOLE
45	T-MOBILE US INC COM	Common	$10.8M	51312	0.25%	SOLE
46	VULCAN MATLS CO COM	Common	$10.6M	39025	0.25%	SOLE
47	SYSCO CORP COM	Common	$9.9M	139179	0.23%	SOLE
48	BOSTON SCIENTIFIC CORP COM	Common	$9.6M	152429	0.22%	SOLE
49	ISHARES TR US INFRASTRUC	Common	$9.5M	166100	0.22%	SOLE
50	TESLA INC COM	Common	$9.4M	25420	0.22%	SOLE

1–50 of 282

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.