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SUMITOMO LIFE INSURANCE CO
hedge fundUpdated 30 days agoManaged by Sumitomo Life Insurance Co • Latest filing Q2 2026
Portfolio value
$6.1B
Q2 2026
Filings
13
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
20.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 13 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q2 2023 | $2.3B |
| Q3 2023 | $3.6B |
| Q4 2023 | $3.2B |
| Q1 2024 | $3.9B |
| Q2 2024 | $4.3B |
| Q3 2024 | $5.1B |
| Q4 2024 | $5.3B |
| Q1 2025 | $2.8B |
| Q2 2025 | $1.5B |
| Q3 2025 | $3.2B |
| Q4 2025 | $3.7B |
| Q1 2026 | $4.3B |
| Q2 2026 | $6.1B |
Top holdings
291 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SCHW-PJ SCHWAB STRATEGIC TR | $1.9B | 59.57M | 30.88% | — |
| 2 | E ETHA ISHARES TR | $1.4B | 1.85M | 22.65% | — |
| 3 | ? N/A INVESCO EXCH TRADED FD TR II | $255.2M | 4.40M | 4.17% | — |
| 4 | B BLK ISHARES TR | $212.2M | 1.94M | 3.47% | — |
| 5 | ? N/A INVESCO EXCHANGE TRADED FD T | $142.4M | 6.22M | 2.33% | — |
| 6 | ? N/A ISHARES TR | $135.1M | 3.03M | 2.21% | — |
| 7 | N NVDA NVIDIA CORPORATION | $124.6M | 622.7K | 2.04% | — |
| 8 | A AAPL APPLE INC | $101.6M | 351.0K | 1.66% | — |
| 9 | V VGES VANGUARD INTL EQUITY INDEX F | $92.8M | 1.55M | 1.52% | — |
| 10 | G GOOGN ALPHABET INC | $87M | 243.4K | 1.42% | — |
| 11 | E ETHA ISHARES TR | $85.9M | 890.4K | 1.40% | — |
| 12 | ? N/A GLOBAL X FDS | $69.8M | 1.71M | 1.14% | — |
| 13 | A AMZN AMAZON COM INC | $68.3M | 286.6K | 1.12% | — |
| 14 | M MSFT MICROSOFT CORP | $65.5M | 175.5K | 1.07% | — |
| 15 | V VGES VANGUARD INDEX FDS | $64.8M | 671.9K | 1.06% | — |
| 16 | V VVR INVESCO EXCH TRADED FD TR II | $62.9M | 3.09M | 1.03% | — |
| 17 | A AVGO BROADCOM INC | $48.7M | 128.9K | 0.80% | — |
| 18 | E ETHA ISHARES TR | $48.1M | 1.30M | 0.79% | — |
| 19 | L LLY ELI LILLY & CO | $45M | 37.5K | 0.73% | — |
| 20 | S SCHW-PJ SCHWAB STRATEGIC TR | $44.1M | 1.66M | 0.72% | — |