SUMITOMO LIFE INSURANCE CO's Q4 2024 13F: 8 new positions, 7 exits
Form 13F-HR for the quarter ended Dec 31, 2024 · filed Jan 23, 2025 · 270 reported positions · accession 0001140361-25-001666
What changed this quarter
| Activity | Security | Weight before | Weight now | Change | Shares | Shares % |
|---|---|---|---|---|---|---|
| Reduced | ISHARES TR JPMORGAN USD EMG (EMB) | 7.0% | 1.9% | −5.1 pts | −2.71M sh | −71% |
| New | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (VWO) | — | 2.0% | +2.0 pts | +2.42M sh | new |
| Increased | SPDR SER TR PORTFOLIO S&P500 (SPYM) | 10.1% | 11.8% | +1.6 pts | +1.41M sh | +18% |
| Increased | ISHARES TR TIPS BD ETF (TIP) | 2.0% | 2.9% | +0.9 pts | +537K sh | +58% |
| Increased | INVESCO EXCH TRADED FD TR II SR LN ETF (BKLN) | 0.5% | 1.2% | +0.7 pts | +1.87M sh | +152% |
| New | ISHARES S&P GSCI COMMODITY- UNIT BEN INT (GSG) | — | 0.7% | +0.7 pts | +1.6M sh | new |
| Increased | VANGUARD INDEX FDS REAL ESTATE ETF (VNQ) | 0.4% | 0.9% | +0.5 pts | +329K sh | +169% |
| Increased | ISHARES TR BROAD USD HIGH (USHY) | 0.0% | 0.5% | +0.5 pts | +660K sh | +1027% |
| Increased | VANGUARD WHITEHALL FDS EM MK GOV BD ETF (VWOB) | 0.1% | 0.3% | +0.2 pts | +201K sh | +256% |
| Increased | GOLDMAN SACHS GROUP INC COM (GS) | 0.0% | 0.3% | +0.2 pts | +21,798 sh | +598% |
| Increased |
SCHWAB STRATEGIC TR US TIPS ETF (SCHP)
prior share count adjusted for a stock split
|
0.1% | 0.3% | +0.2 pts | +418K sh | +279% |
| New | BLACKSTONE INC COM (BX) | — | 0.2% | +0.2 pts | +57,900 sh | new |
| Reduced | UNITEDHEALTH GROUP INC COM (UNH) | 0.3% | 0.1% | −0.2 pts | −15,721 sh | −62% |
| Increased | TESLA INC COM (TSLA) | 0.2% | 0.4% | +0.2 pts | +19,273 sh | +62% |
| Increased | BROADCOM INC COM (AVGO) | 0.4% | 0.6% | +0.3 pts | +33,468 sh | +30% |
| Reduced | COSTCO WHSL CORP NEW COM (COST) | 0.2% | 0.1% | −0.1 pts | −7,918 sh | −62% |
| Reduced | CME GROUP INC COM (CME) | 0.2% | 0.0% | −0.1 pts | −29,990 sh | −83% |
| New | PALO ALTO NETWORKS INC COM (PANW) | — | 0.1% | +0.1 pts | +37,600 sh | new |
| Reduced | MERCK & CO INC COM (MRK) | 0.2% | 0.0% | −0.2 pts | −63,656 sh | −71% |
| Increased | APPLE INC COM (AAPL) | 1.2% | 1.3% | +0.1 pts | +19,283 sh | +8% |
| Increased | VULCAN MATLS CO COM (VMC) | 0.1% | 0.1% | +0.1 pts | +15,584 sh | +123% |
| Increased | NVIDIA CORPORATION COM (NVDA) | 1.2% | 1.4% | +0.2 pts | +29,127 sh | +6% |
| Increased | ISHARES INC CORE MSCI EMKT (IEMG) | 0.2% | 0.3% | 0.0 pts | +73,900 sh | +35% |
| Increased | ISHARES TR CRE U S REIT ETF (USRT) | 0.0% | 0.1% | +0.1 pts | +66,600 sh | +172% |
| Increased | MERCADOLIBRE INC COM (MELI) | 0.0% | 0.1% | +0.1 pts | +2,100 sh | +191% |
| Increased | CONSTELLATION ENERGY CORP COM (CEG) | 0.0% | 0.1% | +0.1 pts | +15,111 sh | +308% |
| Increased | SPDR INDEX SHS FDS EURO STOXX 50 (FEZ) | 0.3% | 0.3% | 0.0 pts | +62,400 sh | +20% |
| Increased | AMAZON COM INC COM (AMZN) | 0.6% | 0.8% | +0.1 pts | +12,540 sh | +7% |
| Reduced | KLA CORP COM NEW (KLAC) | 0.1% | 0.0% | −0.1 pts | −4,359 sh | −71% |
| Reduced | ALPHABET INC CAP STK CL A (GOOGL) | 0.6% | 0.6% | 0.0 pts | −14,377 sh | −8% |
| Increased | MICROSOFT CORP COM (MSFT) | 1.3% | 1.3% | 0.0 pts | +6,426 sh | +4% |
| Increased | VANGUARD INDEX FDS S&P 500 ETF SHS (VOO) | 0.5% | 0.5% | 0.0 pts | +4,600 sh | +10% |
| Increased | WASTE MGMT INC DEL COM (WM) | 0.1% | 0.2% | 0.0 pts | +11,884 sh | +37% |
| Increased | S&P GLOBAL INC COM (SPGI) | 0.2% | 0.3% | 0.0 pts | +4,671 sh | +21% |
| Increased | MASTERCARD INCORPORATED CL A (MA) | 0.3% | 0.3% | +0.1 pts | +4,377 sh | +16% |
| Reduced | NEXTERA ENERGY INC COM (NEE) | 0.2% | 0.1% | −0.1 pts | −28,435 sh | −25% |
| New | CARLISLE COS INC COM (CSL) | — | 0.0% | 0.0 pts | +5,011 sh | new |
| Increased | PAYCHEX INC COM (PAYX) | 0.1% | 0.1% | 0.0 pts | +12,600 sh | +31% |
| Reduced | ABBVIE INC COM (ABBV) | 0.1% | 0.1% | 0.0 pts | −9,798 sh | −36% |
| Increased | AIRBNB INC COM CL A (ABNB) | 0.1% | 0.2% | 0.0 pts | +13,122 sh | +27% |
| Increased | INTERACTIVE BROKERS GROUP IN COM CL A (IBKR) | 0.0% | 0.1% | 0.0 pts | +9,715 sh | +175% |
| Increased | CADENCE DESIGN SYSTEM INC COM (CDNS) | 0.1% | 0.1% | 0.0 pts | +5,000 sh | +28% |
| Increased | SYSCO CORP COM (SYY) | 0.1% | 0.1% | 0.0 pts | +18,435 sh | +25% |
| Increased | DATADOG INC CL A COM (DDOG) | 0.0% | 0.1% | 0.0 pts | +8,969 sh | +77% |
| Reduced | INTUITIVE SURGICAL INC COM NEW (ISRG) | 0.2% | 0.2% | 0.0 pts | −2,419 sh | −11% |
| Reduced | CONOCOPHILLIPS COM (COP) | 0.1% | 0.0% | 0.0 pts | −12,624 sh | −46% |
| Exited | ZSCALER INC COM (ZS) | 0.0% | — | 0.0 pts | −6,920 sh | −100% |
| New | PALANTIR TECHNOLOGIES INC CL A (PLTR) | — | 0.0% | 0.0 pts | +15,699 sh | new |
| Increased | AMPHENOL CORP NEW CL A (APH) | 0.0% | 0.1% | 0.0 pts | +15,642 sh | +50% |
| Increased | ORACLE CORP COM (ORCL) | 0.1% | 0.1% | 0.0 pts | +6,374 sh | +26% |
The 50 largest of 271 changes, by size of the trade. Full holdings for this quarter.
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
* Prior share counts adjusted or corrected for a stock split — changes are measured from the adjusted count:
- SCHWAB STRATEGIC TR US TIPS ETF (SCHP): 74,800 shares as filed last quarter, 150K after adjustment → 568K now (prior share count adjusted for a stock split)
- SCHWAB STRATEGIC TR US DIVIDEND EQ (SCHD): 8.94M shares as filed last quarter, 26.82M after adjustment → 26.82M now (prior share count adjusted for a stock split)
† Security identifier (CUSIP) changed — read as one continuing position, not an exit and a new position:
- APTIV PLC COM (APTV): G6095L109 → G3265R107, 16,490 → 5,320 shares (share count changed with the identifier; not shown as a trade)
- BLACKROCK INC COM (BLK): 09247X101 → 09290D101, 1,891 → 1,835 shares (share count changed with the identifier; not shown as a trade)
- ARISTA NETWORKS INC COM (ANET): 040413106 → 040413205, 9,028 → 35,395 shares (share count changed with the identifier; not shown as a trade)
Top 10 positions — 79.0% of the equity book
Changes in the top 10 this quarter: VWO entered · AMZN left
| # | Security | Weight before | Weight now | |
|---|---|---|---|---|
| 1 | VANGUARD WHITEHALL FDS HIGH DIV YLD (VYM) | 38.1% | 36.4% | |
| 2 | SCHWAB STRATEGIC TR US DIVIDEND EQ (SCHD) | 14.8% | 13.8% | |
| 3 | SPDR SER TR PORTFOLIO S&P500 (SPYM) | 10.1% | 11.8% | |
| 4 | ISHARES TR CORE S&P500 ETF (IVV) | 6.3% | 6.2% | |
| 5 | ISHARES TR TIPS BD ETF (TIP) | 2.0% | 2.9% | |
| 6 | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (VWO) | 0.0% | 2.0% | Entered the top 10 |
| 7 | ISHARES TR JPMORGAN USD EMG (EMB) | 7.0% | 1.9% | |
| 8 | NVIDIA CORPORATION COM (NVDA) | 1.2% | 1.4% | |
| 9 | APPLE INC COM (AAPL) | 1.2% | 1.3% | |
| 10 | MICROSOFT CORP COM (MSFT) | 1.3% | 1.3% | |
| — | AMAZON COM INC COM (AMZN) | 0.6% | 0.8% | Left the top 10 |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).