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CIK: 0000937760
Total reported value
$6.1B
$6.1B
281 檔
29.3%
As reported in its official Q4 2025 Form 13F filing, Sumitomo Life Insurance Co's tracked investment portfolio stood at $6.1B with 281 total positions.
In Q4 2025, Sumitomo Life Insurance Co displayed an active expansion posture, initiating 18 new positions and adding to 143 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 281 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 23.32% | -1.89% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.09% | +6.85% | +369.38% | |
| 3 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 4.00% | -1.55% | +17.16% | |
| 4 | PBP | Invesco S&p 500 Buywrite ETF | ETF-Large Cap & Growth | 3.89% | -0.88% | — | |
| 5 | IVVW | Ishares S&p 500 Buywrite ETF | ETF-Large Cap & Growth | 3.78% | -0.90% | — | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.13% | -0.56% | +11.02% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.95% | +0.65% | -4.75% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.51% | -0.48% | +4.32% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.33% | -0.45% | +8.38% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.09% | -0.32% | +5.37% | |
| 11 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 1.90% | -0.43% | — | |
| 12 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.82% | +0.13% | +8.64% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | -0.20% | +11.86% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.33% | +0.51% | +10.22% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.12% | -0.13% | -9.71% | |
| 16 | GSG | Ishares S&p Gsci Commodity I | ETF-Commodities | 1.10% | -0.20% | — | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.96% | -0.10% | +14.36% | |
| 18 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.93% | -0.02% | +33.59% | |
| 19 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.91% | +0.14% | +44.89% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | -0.21% | -20.95% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | -0.17% | +3.33% | |
| 22 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.77% | +0.26% | +15.79% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 0.71% | -0.16% | +19.04% | |
| 24 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 0.69% | -0.20% | -12.83% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | -0.11% | +19.73% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.60% | -0.02% | -30.61% | |
| 27 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.55% | -0.08% | +19.11% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.19% | +4.68% | |
| 29 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.46% | +0.04% | +3.90% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | -0.03% | -48.65% | |
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.45% | -0.09% | +5.32% | |
| 32 | SPGI | S&p Global Inc | Stock-Financials | 0.44% | -0.12% | +5.49% | |
| 33 | WM | Waste Management Inc | Stock-Industrials | 0.44% | -0.12% | +20.24% | |
| 34 | NOW | Servicenow Inc | Stock-Tech | 0.43% | -0.02% | +477.00% | |
| 35 | CME | Cme Group Inc | Stock-Financials | 0.38% | -0.18% | +13.85% | |
| 36 | UBER | Uber Technologies Inc | Stock-Industrials | 0.38% | -0.11% | +6.78% | |
| 37 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.37% | +0.16% | +3.75% | |
| 38 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.36% | -0.08% | -10.75% | |
| 39 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.36% | -0.10% | +6.87% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.33% | -0.12% | +15.95% | |
| 41 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.32% | -0.10% | +5.45% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.31% | -0.10% | -6.19% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | -0.05% | +8.46% | |
| 44 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.29% | -0.01% | +0.91% | |
| 45 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.29% | -0.24% | +16.09% | |
| 46 | IFRA | Ishares US Infrastructure | ETF-Other | 0.28% | +0.08% | +161.57% | |
| 47 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.27% | +0.09% | -29.07% | |
| 48 | VMC | Vulcan Materials Co | Stock-Materials | 0.26% | -0.06% | +30.06% | |
| 49 | PAYX | Paychex Inc | Stock-Tech | 0.26% | — | +16.85% | |
| 50 | KKR | Kkr & Co Inc | Stock-Financials | 0.26% | -0.02% | -25.28% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +10.8% | +369.38% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | +5.37% | Add |
| 3 | LLY | Eli Lilly & Co | +0.3% | +14.36% | Add |
| 4 | SCHP | Schwab U.s. Tips ETF | +0.2% | +44.89% | Add |
| 5 | EMB | Ishares Jp Morgan Usd Emergi | +0.2% | +17.16% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | +19.73% | Add |
| 7 | IFRA | Ishares US Infrastructure | +0.2% | +161.57% | Add |
| 8 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.2% | +33.59% | Add |
| 9 | NEM | Newmont CORP | +0.1% | +370.16% | Add |
| 10 | GS | Goldman Sachs Group Inc | +0.1% | +19.11% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | +11.86% | Add |
| 12 | AEM | Agnico Eagle Mines LTD | +0.1% | +287.29% | Add |
| 13 | MU | Micron Technology Inc | +0.1% | +43.08% | Add |
| 14 | AAPL | Apple Inc | 0% | +8.38% | Add |
| 15 | TMO | Thermo Fisher Scientific Inc | 0% | +5.32% | Add |
| 16 | ABNB | Airbnb Inc-class A | 0% | +16.09% | Add |
| 17 | BNY | Bank Of New York Mellon CORP | 0% | +95.16% | Add |
| 18 | MA | Mastercard Inc - A | 0% | +19.04% | Add |
| 19 | NEE | Nextera Energy Inc | 0% | +15.95% | Add |
| 20 | CEG | Constellation Energy | 0% | +50.93% | Add |
| 21 | TD | Toronto-dominion Bank | 0% | +47.69% | Add |
| 22 | WM | Waste Management Inc | 0% | +20.24% | Add |
| 23 | WDC | Western Digital CORP | 0% | +0.79% | Add |
| 24 | USHY | Ishares Broad Usd High Yield | 0% | +15.79% | Add |
| 25 | CME | Cme Group Inc | 0% | +13.85% | Add |
| 26 | VMC | Vulcan Materials Co | 0% | +30.06% | Add |
| 27 | AMD | Advanced Micro Devices | 0% | +0.88% | Add |
| 28 | VRTX | Vertex Pharmaceuticals Inc | 0% | +14.56% | Add |
| 29 | ABBV | Abbvie Inc | 0% | +25.74% | Add |
| 30 | SOFI | Sofi Technologies Inc | 0% | +43.30% | Add |
| 31 | CAT | Caterpillar Inc | 0% | +0.86% | Add |
| 32 | MRK | Merck & Co. Inc. | 0% | +0.65% | Add |
| 33 | REGN | Regeneron Pharmaceuticals | 0% | +1.13% | Add |
| 34 | TER | Teradyne Inc | 0% | -0.10% | Trim |
| 35 | NUE | Nucor CORP | 0% | +0.02% | Add |
| 36 | WMT | Walmart Inc | — | +4.68% | Add |
| 37 | SPGI | S&p Global Inc | — | +5.49% | Add |
| 38 | ISRG | Intuitive Surgical Inc | — | -10.75% | Trim |
| 39 | BAC | Bank Of America CORP | — | +8.43% | Add |
| 40 | PH | Parker Hannifin CORP | — | +0.33% | Add |
| 41 | AXP | American Express Co | — | +0.57% | Add |
| 42 | JNJ | Johnson & Johnson | — | +0.87% | Add |
| 43 | CSCO | Cisco Systems Inc | — | +0.87% | Add |
| 44 | C | Citigroup Inc | — | +0.87% | Add |
| 45 | MS | Morgan Stanley | — | +0.87% | Add |
| 46 | GM | General Motors Co | — | +0.66% | Add |
| 47 | WFC | Wells Fargo & Co | — | +0.87% | Add |
| 48 | RY | Royal Bank Of Canada | — | +0.87% | Add |
| 49 | COF | Capital One Financial CORP | — | +0.87% | Add |
| 50 | AMAT | Applied Materials Inc | — | +0.66% | Add |
According to official SEC Form 13F filings, Sumitomo Life Insurance Co reported a total U.S. public equity portfolio value of $6.1B across 281 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHD, IVV, EMB) accounted for 29.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
GSG
市值: $40.3M
Top Position Liquidated / Trimmed
TIP
前期市值: $163.7M
During Q4 2025, Sumitomo Life Insurance Co's top holdings by market value included SCHD (23.3%)、IVV (14.1%)、EMB (4.0%). The largest single position, SCHD, represented 23.3% of total portfolio value.
In Q4 2025, Sumitomo Life Insurance Co made 196 total portfolio adjustments, initiating 18 new buys, adding to 143 positions, trimming 30 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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