Latest SUMITOMO LIFE INSURANCE CO Stock Portfolio

SUMITOMO LIFE INSURANCE CO Performance:

2025 Q4: 1.21%YTD: 12.08%2024: -4.41%

Performance for 2025 Q4 is 1.21%, and YTD is 12.08%, and 2024 is -4.41%.

About SUMITOMO LIFE INSURANCE CO and 13F Hedge Fund Stock Holdings

On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, SUMITOMO LIFE INSURANCE CO reported an equity portfolio of $3.7 Billions as of 31 Dec, 2025.

The top stock holdings of SUMITOMO LIFE INSURANCE CO are FNDA, IJR, AAXJ. The fund has invested 23.3% of it's portfolio in SCHWAB STRATEGIC TR US DIVIDEND EQ and 14.1% of portfolio in ISHARES TR CORE S&P500 ETF.

The fund managers got completely rid off ISHARES TR TIPS BD ETF (IJR), FISERV INC COM and CARLISLE COS INC COM (CSL) stocks. They significantly reduced their stock positions in VEEVA SYS INC CL A COM (VEEV), DOVER CORP COM (DOV) and WATSCO INC COM (WSO). SUMITOMO LIFE INSURANCE CO opened new stock positions in ISHARES S&P GSCI COMMODITY- UNIT BEN INT (GSG), MONGODB INC CL A (MDB) and AFFIRM HLDGS INC COM CL A (AFRM). The fund showed a lot of confidence in some stocks as they added substantially to NEWMONT CORP COM (NEM), ISHARES TR CORE S&P500 ETF (IJR) and AGNICO EAGLE MINES LTD COM (AEM).

SUMITOMO LIFE INSURANCE CO Annual Return Estimates Vs S&P 500

Our best estimate is that SUMITOMO LIFE INSURANCE CO made a return of 1.21% in the last quarter. In trailing 12 months, it's portfolio return was 12.08%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares s&p gsci commodity- unit ben int	40,283,400
mongodb inc cl a	7,890,170
affirm hldgs inc com cl a	4,547,670
barrick mng corp com shs	3,211,130
anglogold ashanti plc com shs	2,960,600
kinross gold corp com	2,825,770
wheaton precious metals corp com	2,680,710
gold fields ltd sponsored adr	2,581,950

New stocks bought by SUMITOMO LIFE INSURANCE CO

Additions

Ticker	% Inc.
newmont corp com	370
ishares tr core s&p500 etf	369
agnico eagle mines ltd com	287
ishares tr us infrastruc	161
bank new york mellon corp com	95.16
constellation energy corp com	50.93
toronto dominion bk ont com new	47.69
schwab strategic tr us tips etf	44.89

Additions to existing portfolio by SUMITOMO LIFE INSURANCE CO

Reductions

Ticker	% Reduced
veeva sys inc cl a com	-89.04
dover corp com	-83.42
watsco inc com	-76.27
lpl finl hldgs inc com	-66.15
ryan specialty holdings inc cl a	-63.82
idexx labs inc com	-62.61
dupont de nemours inc com	-57.7
vanguard index fds s&p 500 etf shs	-48.65

SUMITOMO LIFE INSURANCE CO reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr tips bd etf	-163,675,000
fiserv inc com	-1,758,350
dow inc com	-171,471
carlisle cos inc com	-781,609
workday inc cl a	-484,349

SUMITOMO LIFE INSURANCE CO got rid off the above stocks

Sector Distribution

SUMITOMO LIFE INSURANCE CO has about 64.7% of it's holdings in Others sector.

Sector	%
Others	64.7
Technology	13.3
Financial Services	5
Communication Services	4.1
Healthcare	3.4
Consumer Cyclical	3.3
Industrials	2.5
Consumer Defensive	1.5

Market Cap. Distribution

SUMITOMO LIFE INSURANCE CO has about 35.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	64.8
MEGA-CAP	21.8
LARGE-CAP	13.3

Stocks belong to which Index?

About 32.2% of the stocks held by SUMITOMO LIFE INSURANCE CO either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	67.6
S&P 500	32.2

Top 5 Winners (%)		%
MU	micron technology inc com	54.2 %
WDC	western digital corp com	43.2 %
TER	teradyne inc com	40.6 %
LLY	eli lilly & co com	37.3 %
REGN	regeneron pharmaceuticals com	37.0 %

Top 5 Winners ($)		$
GOOG	alphabet inc cap stk cl a	16.6 M
LLY	eli lilly & co com	9.5 M
IJR	ishares tr core s&p500 etf	7.1 M
AAPL	apple inc com	5.2 M
GOOG	alphabet inc cap stk cl c	4.6 M

Top 5 Losers (%)		%
DUOL	duolingo inc cl a com	-45.3 %
ORCL	oracle corp com	-28.5 %
POOL	pool corp com	-26.1 %
NFLX	netflix inc com	-21.7 %
HOOD	robinhood mkts inc com cl a	-20.9 %

Top 5 Losers ($)		$
MSFT	microsoft corp com	-6.4 M
META	meta platforms inc cl a	-4.0 M
	ishares tr s&p 500 buywrite	-3.1 M
NOW	servicenow inc com	-3.0 M
UBER	uber technologies inc com	-2.7 M

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 281 stocks in it's portfolio. About 62.1% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for SUMITOMO LIFE INSURANCE CO last quarter.

Last Reported on: 13 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc com	0.02	5,606	762,808	added	0.27

AAPL	apple inc com	2.33	313,432	85,209,600	added	8.38

AAXJ	ishares tr jpmorgan usd emg	4.00	1,517,980	146,151,000	added	17.16

AAXJ	ishares tr cre u s reit etf	0.46	293,300	16,706,400	added	3.9

ABBV	abbvie inc com	0.12	19,314	4,413,060	added	25.74

ABC	cencora inc com	0.04	4,462	1,507,040	added	0.88

ABNB	airbnb inc com cl a	0.28	76,702	10,410,000	added	16.09

ABT	abbott labs com	0.04	11,768	1,474,410	added	0.66

ACN	accenture plc ireland shs class a	0.03	3,934	1,055,490	reduced	-34.58

ADBE	adobe inc com	0.01	1,149	402,139	added	1.14

ADI	analog devices inc com	0.05	6,153	1,668,690	reduced	-33.49

ADP	automatic data processing in com	0.05	7,512	1,932,310	added	0.87

AEM	agnico eagle mines ltd com	0.09	20,166	3,419,920	added	287

AEP	american elec pwr co inc com	0.02	7,730	891,346	added	1.23

AFRM	affirm hldgs inc com cl a	0.12	61,100	4,547,670	new

AGNG	global x fds s&p 500 covered	1.90	1,710,000	69,477,300	unchanged	0.00

AIG	american intl group inc com new	0.02	9,382	802,630	added	1.11

AJG	gallagher arthur j & co com	0.02	2,430	628,860	added	1.12

ALL	allstate corp com	0.03	5,822	1,211,850	added	1.22

ALNY	alnylam pharmaceuticals inc com	0.04	3,194	1,270,090	added	0.85