SUMITOMO LIFE INSURANCE CO's Q1 2026 13F: 12 new positions, 11 exits
Form 13F-HR for the quarter ended Mar 31, 2026 · filed May 12, 2026 · 282 reported positions · accession 0001140361-26-020673
What changed this quarter
| Activity | Security | Weight before | Weight now | Change | Shares | Shares % |
|---|---|---|---|---|---|---|
| Increased | SCHWAB STRATEGIC TR US DIVIDEND EQ (SCHD) | 23.3% | 32.8% | +9.5 pts | +14.4M sh | +46% |
| Increased | ISHARES TR CORE S&P500 ETF (IVV) | 14.1% | 15.8% | +1.7 pts | +278K sh | +37% |
| New | ISHARES TR TIPS BD ETF (TIP) | — | 3.9% | +3.9 pts | +1.51M sh | new |
| Reduced | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (VWO) | 3.0% | 0.9% | −2.1 pts | −1.32M sh | −66% |
| Reduced | ISHARES S&P GSCI COMMODITY- UNIT BEN INT (GSG) | 1.1% | 0.5% | −0.6 pts | −1.1M sh | −63% |
| Reduced | INVESCO EXCH TRADED FD TR II SR LN ETF (BKLN) | 1.8% | 0.9% | −0.9 pts | −1.3M sh | −41% |
| Reduced | VANGUARD INDEX FDS REAL ESTATE ETF (VNQ) | 1.3% | 0.6% | −0.8 pts | −284K sh | −52% |
| Reduced | ISHARES TR JPMORGAN USD EMG (EMB) | 4.0% | 3.0% | −1.0 pts | −180K sh | −12% |
| Reduced | ISHARES INC CORE MSCI EMKT (IEMG) | 0.6% | 0.3% | −0.3 pts | −151K sh | −47% |
| Increased | APPLE INC COM (AAPL) | 2.3% | 2.1% | −0.2 pts | +40,839 sh | +13% |
| Increased | VANGUARD INDEX FDS S&P 500 ETF SHS (VOO) | 0.5% | 0.6% | +0.1 pts | +15,000 sh | +56% |
| Increased | GE VERNOVA INC COM (GEV) | 0.1% | 0.3% | +0.2 pts | +9,789 sh | +284% |
| Reduced | SCHWAB STRATEGIC TR US TIPS ETF (SCHP) | 0.9% | 0.6% | −0.3 pts | −315K sh | −25% |
| Reduced | SERVICENOW INC COM (NOW) | 0.4% | 0.1% | −0.4 pts | −72,581 sh | −70% |
| Increased | ELI LILLY & CO COM (LLY) | 1.0% | 0.8% | −0.1 pts | +6,450 sh | +20% |
| Reduced | ISHARES TR BROAD USD HIGH (USHY) | 0.8% | 0.5% | −0.2 pts | −143K sh | −19% |
| Reduced | MICROSOFT CORP COM (MSFT) | 2.5% | 1.5% | −1.0 pts | −11,924 sh | −6% |
| Reduced | KKR & CO INC COM (KKR) | 0.3% | 0.1% | −0.2 pts | −47,700 sh | −65% |
| Reduced | SPDR INDEX SHS FDS STATE STREET SPD (FEZ) | 0.7% | 0.5% | −0.2 pts | −70,100 sh | −18% |
| Increased | ALPHABET INC CAP STK CL A (GOOGL) | 2.1% | 1.7% | −0.3 pts | +14,164 sh | +6% |
| Increased | NEXTERA ENERGY INC COM (NEE) | 0.3% | 0.4% | +0.1 pts | +43,801 sh | +29% |
| Increased | NVIDIA CORPORATION COM (NVDA) | 3.1% | 2.6% | −0.5 pts | +21,336 sh | +3% |
| Reduced | VANGUARD WHITEHALL FDS EM MK GOV BD ETF (VWOB) | 0.9% | 0.7% | −0.2 pts | −56,200 sh | −11% |
| Increased | PROCTER & GAMBLE CO COM (PG) | 0.3% | 0.4% | 0.0 pts | +24,177 sh | +31% |
| Increased | UBER TECHNOLOGIES INC COM (UBER) | 0.4% | 0.4% | 0.0 pts | +44,896 sh | +27% |
| Increased | SYSCO CORP COM (SYY) | 0.2% | 0.2% | 0.0 pts | +43,761 sh | +46% |
| Increased | BROADCOM INC COM (AVGO) | 1.1% | 0.9% | −0.2 pts | +9,819 sh | +8% |
| Increased | THERMO FISHER SCIENTIFIC INC COM (TMO) | 0.5% | 0.4% | −0.1 pts | +6,011 sh | +21% |
| Increased | WALMART INC COM (WMT) | 0.5% | 0.5% | 0.0 pts | +21,360 sh | +14% |
| Increased | MERCADOLIBRE INC COM (MELI) | 0.3% | 0.3% | 0.0 pts | +1,500 sh | +26% |
| Reduced | PAYCHEX INC COM (PAYX) | 0.3% | 0.1% | −0.1 pts | −28,100 sh | −33% |
| Reduced | ISHARES TR CRE U S REIT ETF (USRT) | 0.5% | 0.3% | −0.1 pts | −43,600 sh | −15% |
| Reduced | VERTIV HOLDINGS CO COM CL A (VRT) | 0.3% | 0.3% | 0.0 pts | −9,783 sh | −15% |
| Increased | JPMORGAN CHASE & CO COM (JPM) | 0.8% | 0.7% | −0.1 pts | +8,058 sh | +8% |
| Increased | T-MOBILE US INC COM (TMUS) | 0.2% | 0.3% | 0.0 pts | +10,992 sh | +27% |
| Exited | AUTOMATIC DATA PROCESSING IN COM (ADP) | 0.1% | — | −0.1 pts | −7,512 sh | −100% |
| Reduced | QUALCOMM INC COM (QCOM) | 0.1% | 0.0% | −0.1 pts | −15,020 sh | −69% |
| Increased | CURTISS WRIGHT CORP COM (CW) | 0.0% | 0.1% | 0.0 pts | +2,735 sh | +195% |
| New | SEAGATE TECHNOLOGY HLDNGS PL ORD SHS (STX) | — | 0.0% | 0.0 pts | +4,544 sh | new |
| Increased | JOHNSON & JOHNSON COM (JNJ) | 0.1% | 0.2% | 0.0 pts | +7,223 sh | +37% |
| Increased | MASTERCARD INCORPORATED CL A (MA) | 0.7% | 0.6% | −0.1 pts | +3,525 sh | +8% |
| Increased | CADENCE DESIGN SYSTEM INC COM (CDNS) | 0.2% | 0.2% | 0.0 pts | +6,336 sh | +27% |
| Increased | EXXON MOBIL CORP COM (XOM) | 0.1% | 0.2% | +0.1 pts | +10,370 sh | +29% |
| Reduced | ISHARES TR US INFRASTRUC (IFRA) | 0.3% | 0.2% | −0.1 pts | −30,600 sh | −16% |
| Increased | GOLDMAN SACHS GROUP INC COM (GS) | 0.5% | 0.5% | −0.1 pts | +1,917 sh | +8% |
| Increased | S&P GLOBAL INC COM (SPGI) | 0.4% | 0.3% | −0.1 pts | +3,746 sh | +12% |
| Increased | LAM RESEARCH CORP COM NEW (LRCX) | 0.0% | 0.1% | 0.0 pts | +7,119 sh | +142% |
| Increased | VULCAN MATLS CO COM (VMC) | 0.3% | 0.2% | 0.0 pts | +5,531 sh | +17% |
| Increased | CME GROUP INC COM (CME) | 0.4% | 0.4% | 0.0 pts | +4,963 sh | +10% |
| Reduced | MONGODB INC CL A (MDB) | 0.2% | 0.1% | −0.1 pts | −5,800 sh | −31% |
The 50 largest of 290 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
Top 10 positions — 69.8% of the equity book
Changes in the top 10 this quarter: TIP entered · XYLD entered · VWO left · MSFT left
| # | Security | Weight before | Weight now | |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR US DIVIDEND EQ (SCHD) | 23.3% | 32.8% | |
| 2 | ISHARES TR CORE S&P500 ETF (IVV) | 14.1% | 15.8% | |
| 3 | ISHARES TR TIPS BD ETF (TIP) | 0.0% | 3.9% | Entered the top 10 |
| 4 | INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT (PBP) | 3.9% | 3.2% | |
| 5 | ISHARES TR S&P 500 BUYWRITE (IVVW) | 3.8% | 3.1% | |
| 6 | ISHARES TR JPMORGAN USD EMG (EMB) | 4.0% | 3.0% | |
| 7 | NVIDIA CORPORATION COM (NVDA) | 3.1% | 2.6% | |
| 8 | APPLE INC COM (AAPL) | 2.3% | 2.1% | |
| 9 | ALPHABET INC CAP STK CL A (GOOGL) | 2.1% | 1.7% | |
| 10 | GLOBAL X FDS S&P 500 COVERED (XYLD) | 1.9% | 1.6% | Entered the top 10 |
| — | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (VWO) | 3.0% | 0.9% | Left the top 10 |
| — | MICROSOFT CORP COM (MSFT) | 2.5% | 1.5% | 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).