Latest SUMITOMO LIFE INSURANCE CO Stock Portfolio
SUMITOMO LIFE INSURANCE CO Performance:
2025 Q2: 7.57%YTD: 5.98%2024: 5.03%
Performance for 2025 Q2 is 7.57%, and YTD is 5.98%, and 2024 is 5.03%.
About SUMITOMO LIFE INSURANCE CO and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, SUMITOMO LIFE INSURANCE CO reported an equity portfolio of $1.5 Billions as of 30 Jun, 2025.
The top stock holdings of SUMITOMO LIFE INSURANCE CO are , IJR, NVDA. The fund has invested 9.4% of it's portfolio in ISHARES TR S&P 500 BUYWRITE and 7.6% of portfolio in ISHARES TR TIPS BD ETF.
The fund managers got completely rid off VANGUARD WHITEHALL FDS HIGH DIV YLD (VIGI), SCHWAB STRATEGIC TR US DIVIDEND EQ (FNDA) and ISHARES TR JPMORGAN USD EMG (AAXJ) stocks. They significantly reduced their stock positions in SCHWAB STRATEGIC TR US TIPS ETF (FNDA), AVERY DENNISON CORP COM (AVY) and CARLISLE COS INC COM (CSL). SUMITOMO LIFE INSURANCE CO opened new stock positions in ISHARES TR S&P 500 BUYWRITE, VANGUARD INDEX FDS REAL ESTATE ETF (VB) and KKR & CO INC COM (KKR). The fund showed a lot of confidence in some stocks as they added substantially to OREILLY AUTOMOTIVE INC COM (ORLY), CME GROUP INC COM (CME) and INTERACTIVE BROKERS GROUP IN COM CL A (IBKR).
The top stock holdings of SUMITOMO LIFE INSURANCE CO are , IJR, NVDA. The fund has invested 9.4% of it's portfolio in ISHARES TR S&P 500 BUYWRITE and 7.6% of portfolio in ISHARES TR TIPS BD ETF.
The fund managers got completely rid off VANGUARD WHITEHALL FDS HIGH DIV YLD (VIGI), SCHWAB STRATEGIC TR US DIVIDEND EQ (FNDA) and ISHARES TR JPMORGAN USD EMG (AAXJ) stocks. They significantly reduced their stock positions in SCHWAB STRATEGIC TR US TIPS ETF (FNDA), AVERY DENNISON CORP COM (AVY) and CARLISLE COS INC COM (CSL). SUMITOMO LIFE INSURANCE CO opened new stock positions in ISHARES TR S&P 500 BUYWRITE, VANGUARD INDEX FDS REAL ESTATE ETF (VB) and KKR & CO INC COM (KKR). The fund showed a lot of confidence in some stocks as they added substantially to OREILLY AUTOMOTIVE INC COM (ORLY), CME GROUP INC COM (CME) and INTERACTIVE BROKERS GROUP IN COM CL A (IBKR).
SUMITOMO LIFE INSURANCE CO Annual Return Estimates Vs S&P 500
Our best estimate is that SUMITOMO LIFE INSURANCE CO made a return of 7.57% in the last quarter. In trailing 12 months, it's portfolio return was 8.39%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr s&p 500 buywrite | 139,278,000 |
| vanguard index fds real estate etf | 23,218,600 |
| kkr & co inc com | 7,556,100 |
| spotify technology s a shs | 3,604,960 |
| ge vernova inc com | 1,866,840 |
| bank new york mellon corp com | 1,429,880 |
| teledyne technologies inc com | 1,165,500 |
| rollins inc com | 1,057,310 |
New stocks bought by SUMITOMO LIFE INSURANCE CO
Additions
Additions to existing portfolio by SUMITOMO LIFE INSURANCE CO
Reductions
| Ticker | % Reduced |
|---|---|
| schwab strategic tr us tips etf | -83.28 |
| avery dennison corp com | -83.02 |
| carlisle cos inc com | -77.08 |
| advanced micro devices inc com | -76.21 |
| vanguard whitehall fds em mk gov bd etf | -74.99 |
| netflix inc com | -73.16 |
| aon plc shs cl a | -70.12 |
| rockwell automation inc com | -66.19 |
SUMITOMO LIFE INSURANCE CO reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| schwab strategic tr us dividend eq | -519,217,000 |
| vanguard whitehall fds high div yld | -744,528,000 |
| ishares s&p gsci commodity- unit ben int | -50,286,000 |
| ishares tr jpmorgan usd emg | -103,603,000 |
| willscot hldgs corp com cl a | -825,326 |
| tetra tech inc new com | -849,976 |
| booz allen hamilton hldg cor cl a | -2,298,460 |
| arch cap group ltd ord | -2,015,360 |
SUMITOMO LIFE INSURANCE CO got rid off the above stocks
Sector Distribution
SUMITOMO LIFE INSURANCE CO has about 27.5% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 27.5 |
| Technology | 26.9 |
| Financial Services | 10.9 |
| Healthcare | 7.1 |
| Communication Services | 6.8 |
| Consumer Cyclical | 6.4 |
| Industrials | 5.7 |
| Consumer Defensive | 4.2 |
| Utilities | 1.3 |
| Energy | 1.3 |
| Basic Materials | 1.2 |
Market Cap. Distribution
SUMITOMO LIFE INSURANCE CO has about 72.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 40.3 |
| LARGE-CAP | 32 |
| UNALLOCATED | 27.5 |
Stocks belong to which Index?
About 67.3% of the stocks held by SUMITOMO LIFE INSURANCE CO either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 67.3 |
| Others | 32.5 |
SUMITOMO LIFE INSURANCE CO Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of SUMITOMO LIFE INSURANCE CO
SUMITOMO LIFE INSURANCE CO has 265 stocks in it's portfolio. About 46.1% of the portfolio is in top 10 stocks. ORLY proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for SUMITOMO LIFE INSURANCE CO last quarter.
Last Reported on: 05 Aug, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc com | 0.05 | 5,708 | 673,601 | reduced | -6.33 | ||
| AAPL | apple inc com | 3.95 | 284,078 | 58,284,300 | reduced | -1.61 | ||
| AAXJ | ishares tr cre u s reit etf | 0.18 | 48,000 | 2,714,880 | reduced | -35.4 | ||
| AAXJ | ishares tr jpmorgan usd emg | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc com | 0.20 | 15,857 | 2,943,380 | reduced | -5.86 | ||
| ABC | cencora inc com | 0.09 | 4,584 | 1,374,510 | reduced | -5.5 | ||
| ABNB | airbnb inc com cl a | 0.52 | 57,435 | 7,600,950 | reduced | -10.48 | ||
| ABT | abbott labs com | 0.11 | 12,043 | 1,637,970 | reduced | -5.87 | ||
| ACGL | arch cap group ltd ord | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACN | accenture plc ireland shs class a | 0.24 | 11,975 | 3,579,210 | reduced | -20.85 | ||
| ADBE | adobe inc com | 0.64 | 24,454 | 9,460,760 | added | 14.86 | ||
| ADI | analog devices inc com | 0.15 | 9,552 | 2,273,570 | reduced | -5.85 | ||
| ADP | automatic data processing in com | 0.16 | 7,688 | 2,370,980 | reduced | -5.85 | ||
| AEP | american elec pwr co inc com | 0.06 | 7,932 | 823,024 | reduced | -5.48 | ||
| AIG | american intl group inc com new | 0.06 | 9,638 | 824,916 | reduced | -4.00 | ||
| AJG | gallagher arthur j & co com | 0.05 | 2,493 | 798,059 | new | |||
| ALL | allstate corp com | 0.08 | 5,962 | 1,200,210 | reduced | -5.47 | ||
| ALNY | alnylam pharmaceuticals inc com | 0.05 | 2,118 | 690,659 | new | |||
| AMAT | applied matls inc com | 0.07 | 5,895 | 1,079,200 | reduced | -6.72 | ||
| AMD | advanced micro devices inc com | 0.17 | 17,799 | 2,525,680 | reduced | -76.21 | ||