SUMITOMO LIFE INSURANCE CO
Long book
$4.25B
Q1 2026
Positions
282
Top-10 weight
70%
concentration
Last quarter
+10.1%
SPY +14.8%
Turnover
8%
of book per quarter
Strategy in plain words
auto-generated from filingsSUMITOMO LIFE INSURANCE CO is a wealth-management firm allocating client money, running a $4.25B US long book across 282 positions.
The portfolio is concentrated: the top 10 names carry 70% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: SCHWAB US DVD EQUITY ETF, ISHARES CORE S&P 500 ETF, ISHARES TIPS BOND ETF, INVESCO S&P 500 BUYWRITE ETF, ISHARES S&P 500 BUYWRITE ETF.
Over the last 9 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+0.8%
Q2 2024
+7.5%
Q3 2024
+0.3%
Q4 2024
-0.6%
Q1 2025
+5.6%
Q2 2025
+6.1%
Q3 2025
+2.3%
Q4 2025
+0.1%
Q1 2026
+10.1%
Sector allocation
Technology 43%
Financials 11%
Consumer discretionary 9%
Services media 8%
Healthcare 8%
Industrials 7%
Utilities 4%
Other 4%
Long book by quarter
What does SUMITOMO LIFE own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 634.7K | $110.7M | 2.6% | +3.5% |
| AAPL APPLE INC | Technology | 354.3K | $89.9M | 2.1% | +13.0% |
| GOOGL ALPHABET INC-CL A | Technology | 258.1K | $74.2M | 1.7% | +5.8% |
| MSFT MICROSOFT CORP | Technology | 177.8K | $65.8M | 1.5% | -6.3% |
| AMZN AMAZON.COM INC | Consumer discretionary | 270.3K | $56.3M | 1.3% | +1.5% |
| AVGO BROADCOM INC | Technology | 127.7K | $39.5M | 0.9% | +8.3% |
| LLY ELI LILLY & CO | Healthcare | 39.0K | $35.9M | 0.8% | +19.8% |
| JPM JPMORGAN CHASE & CO | Financials | 103.7K | $30.5M | 0.7% | +8.4% |
| META META PLATFORMS INC-CLASS A | Technology | 46.2K | $26.5M | 0.6% | -2.7% |
| MA MASTERCARD INC - A | Services media | 49.0K | $24.5M | 0.6% | +7.7% |
| WMT WALMART INC | Consumer discretionary | 177.8K | $22.1M | 0.5% | +13.7% |
| GS GOLDMAN SACHS GROUP INC | Financials | 24.6K | $20.8M | 0.5% | +8.5% |
| GOOG ALPHABET INC-CL C | Technology | 70.4K | $20.2M | 0.5% | -1.5% |
| NEE NEXTERA ENERGY INC | Utilities | 193.8K | $18.0M | 0.4% | +29.2% |
| WM WASTE MANAGEMENT INC | Utilities | 75.2K | $17.3M | 0.4% | +3.3% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 34.5K | $16.9M | 0.4% | +21.1% |
| CME CME GROUP INC | Financials | 55.4K | $16.4M | 0.4% | +9.8% |
| UBER UBER TECHNOLOGIES INC | Services media | 213.2K | $15.3M | 0.4% | +26.7% |
| PG PROCTER & GAMBLE CO/THE | Other | 103.3K | $14.9M | 0.4% | +30.6% |
| SPGI S&P GLOBAL INC | Services media | 34.7K | $14.8M | 0.3% | +12.1% |
| VRT VERTIV HOLDINGS CO-A | Technology | 56.3K | $14.1M | 0.3% | -14.8% |
| MELI MERCADOLIBRE INC | Services media | 7.3K | $12.6M | 0.3% | +25.9% |
| PANW PALO ALTO NETWORKS INC | Technology | 78.1K | $12.5M | 0.3% | +6.0% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 26.0K | $12.0M | 0.3% | +13.1% |
| GEV GE VERNOVA INC | Industrials | 13.2K | $11.6M | 0.3% | +284.1% |
| ABNB AIRBNB INC-CLASS A | Services media | 85.5K | $10.8M | 0.3% | +11.5% |
| TMUS T-MOBILE US INC | Communications | 51.3K | $10.8M | 0.3% | +27.3% |
| VMC VULCAN MATERIALS CO | Materials | 39.0K | $10.6M | 0.2% | +16.5% |
| SYY SYSCO CORP | Consumer discretionary | 139.2K | $9.9M | 0.2% | +45.9% |
| BSX BOSTON SCIENTIFIC CORP | Healthcare | 152.4K | $9.6M | 0.2% | +11.8% |
| TSLA TESLA INC | Industrials | 25.4K | $9.4M | 0.2% | +2.6% |
| CDNS CADENCE DESIGN SYS INC | Technology | 29.9K | $8.3M | 0.2% | +26.8% |
| BAC BANK OF AMERICA CORP | Financials | 159.8K | $7.8M | 0.2% | -1.3% |
| XOM EXXON MOBIL CORP | Energy | 45.8K | $7.8M | 0.2% | +29.3% |
| ZTS ZOETIS INC | Healthcare | 64.9K | $7.7M | 0.2% | +11.0% |
| DDOG DATADOG INC - CLASS A | Technology | 61.2K | $7.2M | 0.2% | -15.4% |
| JNJ JOHNSON & JOHNSON | Healthcare | 26.8K | $6.5M | 0.2% | +36.9% |
| V VISA INC-CLASS A SHARES | Services media | 19.1K | $5.8M | 0.1% | +2.6% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 11.5K | $5.5M | 0.1% | +2.6% |
| CAT CATERPILLAR INC | Industrials | 7.5K | $5.3M | 0.1% | +17.1% |
| PAYX PAYCHEX INC | Services media | 56.5K | $5.2M | 0.1% | -33.2% |
| APH AMPHENOL CORP-CL A | Technology | 40.6K | $5.1M | 0.1% | -13.2% |
| WMB WILLIAMS COS INC | Utilities | 70.4K | $5.1M | 0.1% | -5.3% |
| PWR QUANTA SERVICES INC | Industrials | 9.1K | $5.0M | 0.1% | -3.8% |
| ABBV ABBVIE INC | Healthcare | 21.7K | $4.7M | 0.1% | +12.4% |
| MU MICRON TECHNOLOGY INC | Technology | 13.9K | $4.7M | 0.1% | +2.6% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 27.9K | $4.6M | 0.1% | -2.3% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 4.6K | $4.6M | 0.1% | +2.6% |
| AXP AMERICAN EXPRESS CO | Financials | 14.7K | $4.5M | 0.1% | -3.6% |
| CVX CHEVRON CORP | Energy | 20.7K | $4.3M | 0.1% | +2.6% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 12, 2026 | 282 | $4.25B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 281 | $3.65B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 268 | $3.22B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 5, 2025 | 265 | $1.47B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 2, 2025 | 272 | $2.79B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 23, 2025 | 270 | $5.30B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 16, 2024 | 269 | $5.09B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 19, 2024 | 274 | $4.32B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 26, 2024 | 263 | $3.85B | canonical | SEC ↗ |