$3.55 Billion is the total value of SUMITOMO LIFE INSURANCE CO's 259 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 2.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VYM | Buy | VANGUARD WHITEHALL FDS HIGH DIV YLD | $1,966,802,944 | +83.5% | 18,483,322 | +81.5% | 55.37% | +17.4% |
| SPY | Buy | SPDR S&P 500 ETF TR TR UNIT | $506,478,247 | +214.9% | 1,160,000 | +205.3% | 14.26% | +101.6% |
| EMB | Sell | ISHARES TR JPMORGAN USD EMG | $73,930,658 | -32.6% | 895,912 | -29.3% | 2.08% | -56.9% |
| GSG | Buy | ISHARES S&P GSCI COMMODITY- UNIT BEN INT | $66,426,605 | +84.1% | 2,950,982 | +59.4% | 1.87% | +17.8% |
| BKLN | INVESCO EXCH TRADED FD TR II SR LN ETF | $62,040,668 | -0.2% | 2,955,725 | 0.0% | 1.75% | -36.1% | |
| VNQ | Buy | VANGUARD INDEX FDS REAL ESTATE ETF | $57,744,923 | +71.9% | 763,216 | +89.8% | 1.63% | +10.0% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | $52,414,673 | -61.9% | 1,336,768 | -60.5% | 1.48% | -75.6% |
| AAPL | Sell | APPLE INC COM | $36,608,122 | -15.1% | 213,820 | -3.8% | 1.03% | -45.6% |
| MSFT | Sell | MICROSOFT CORP COM | $34,738,815 | -7.5% | 110,020 | -0.2% | 0.98% | -40.8% |
| VOO | Buy | VANGUARD INDEX FDS S&P 500 ETF SHS | $33,447,219 | +253.0% | 83,000 | +238.8% | 0.94% | +125.9% |
| SCHP | Buy | SCHWAB STRATEGIC TR US TIPS ETF | $32,593,422 | +295.1% | 628,900 | +305.5% | 0.92% | +152.9% |
| IEMG | Sell | ISHARES INC CORE MSCI EMKT | $30,599,087 | +718.2% | 622,200 | -80.9% | 0.86% | +425.0% |
| USHY | Buy | ISHARES TR BROAD USD HIGH | $29,090,566 | +300.2% | 829,900 | +300.9% | 0.82% | +155.9% |
| FEZ | Buy | SPDR INDEX SHS FDS EURO STOXX 50 | $22,772,782 | +280.2% | 513,900 | +288.4% | 0.64% | +143.7% |
| NVDA | Sell | NVIDIA CORPORATION COM | $20,765,118 | -3.8% | 47,737 | -6.4% | 0.58% | -38.4% |
| VWOB | Buy | VANGUARD WHITEHALL FDS EM MK GOV BD ETF | $19,173,771 | +46.7% | 310,700 | +46.5% | 0.54% | -6.1% |
| IFRA | Buy | ISHARES TR US INFRASTRUC | $15,923,935 | +5.3% | 418,000 | +3.4% | 0.45% | -32.6% |
| GOOGL | Buy | ALPHABET INC CAP STK CL A | $15,379,322 | +11.5% | 117,525 | +2.0% | 0.43% | -28.5% |
| AMZN | Sell | AMAZON COM INC COM | $14,336,848 | -3.8% | 112,782 | -1.3% | 0.40% | -38.3% |
| USRT | Buy | ISHARES TR CRE U S REIT ETF | $12,471,901 | +40.1% | 245,200 | +38.1% | 0.35% | -10.5% |
| FB | Buy | META PLATFORMS INC CL A | $11,191,529 | +12.2% | 37,279 | +7.2% | 0.32% | -28.2% |
| GOOG | Sell | ALPHABET INC CAP STK CL C | $11,148,972 | +8.9% | 84,558 | -0.1% | 0.31% | -30.2% |
| LLY | Buy | ELI LILLY & CO COM | $10,730,246 | +16.3% | 19,977 | +1.5% | 0.30% | -25.6% |
| JPM | Buy | JPMORGAN CHASE & CO COM | $7,933,174 | +0.2% | 54,704 | +0.5% | 0.22% | -35.9% |
| V | Buy | VISA INC COM CL A | $7,848,861 | -2.0% | 34,124 | +1.1% | 0.22% | -37.2% |
| TSLA | Sell | TESLA INC COM | $7,733,550 | -5.7% | 30,907 | -1.3% | 0.22% | -39.6% |
| UNH | Sell | UNITEDHEALTH GROUP INC COM | $6,909,924 | -11.1% | 13,705 | -15.3% | 0.20% | -43.0% |
| HD | Buy | HOME DEPOT INC COM | $6,189,143 | -1.0% | 20,483 | +1.7% | 0.17% | -36.7% |
| ADBE | Buy | ADOBE INC COM | $6,011,721 | +6.2% | 11,790 | +1.9% | 0.17% | -32.1% |
| XOM | Sell | EXXON MOBIL CORP COM | $5,655,951 | +8.2% | 48,103 | -1.3% | 0.16% | -30.9% |
| CVX | Sell | CHEVRON CORP NEW COM | $5,617,575 | +5.8% | 33,315 | -1.3% | 0.16% | -32.5% |
| AVGO | Sell | BROADCOM INC COM | $5,297,439 | -5.5% | 6,378 | -1.3% | 0.15% | -39.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEW | $5,100,718 | +1.4% | 14,561 | -1.3% | 0.14% | -34.8% |
| ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS A | $5,050,117 | +1.8% | 16,444 | +2.3% | 0.14% | -34.9% |
| JNJ | Sell | JOHNSON & JOHNSON COM | $4,897,247 | -7.1% | 31,443 | -1.3% | 0.14% | -40.5% |
| MA | Sell | MASTERCARD INCORPORATED CL A | $4,676,489 | -0.7% | 11,812 | -1.3% | 0.13% | -36.2% |
| MCD | Buy | MCDONALDS CORP COM | $4,620,474 | -8.1% | 17,539 | +4.1% | 0.13% | -41.2% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC COM | $4,593,493 | -5.9% | 9,075 | -3.0% | 0.13% | -40.0% |
| SNPS | Sell | SYNOPSYS INC COM | $4,450,632 | -1.7% | 9,697 | -6.8% | 0.12% | -37.2% |
| INTU | Buy | INTUIT COM | $4,254,597 | +15.0% | 8,327 | +3.1% | 0.12% | -26.4% |
| PG | Sell | PROCTER AND GAMBLE CO COM | $4,055,783 | -5.1% | 27,806 | -1.3% | 0.11% | -39.4% |
| BKNG | Buy | BOOKING HOLDINGS INC COM | $3,947,456 | +16.8% | 1,280 | +2.2% | 0.11% | -25.5% |
| ABBV | Sell | ABBVIE INC COM | $3,835,910 | +9.2% | 25,734 | -1.3% | 0.11% | -29.9% |
| COP | Buy | CONOCOPHILLIPS COM | $3,844,142 | +18.3% | 32,088 | +2.3% | 0.11% | -24.5% |
| ETN | Buy | EATON CORP PLC SHS | $3,755,434 | +25.4% | 17,608 | +18.3% | 0.11% | -19.7% |
| COST | Sell | COSTCO WHSL CORP NEW COM | $3,682,974 | -20.7% | 6,519 | -24.4% | 0.10% | -49.0% |
| EOG | Buy | EOG RES INC COM | $3,671,730 | +13.9% | 28,966 | +2.8% | 0.10% | -27.5% |
| NOW | Buy | SERVICENOW INC COM | $3,624,297 | +2.7% | 6,484 | +3.3% | 0.10% | -34.2% |
| PEP | Sell | PEPSICO INC COM | $3,583,656 | -9.6% | 21,150 | -1.2% | 0.10% | -42.0% |
| TT | Buy | TRANE TECHNOLOGIES PLC SHS | $3,286,736 | +35.8% | 16,198 | +28.0% | 0.09% | -12.3% |
| MRK | Sell | MERCK & CO INC COM | $3,311,284 | -11.9% | 32,164 | -1.3% | 0.09% | -43.6% |
| SYK | Buy | STRYKER CORPORATION COM | $3,280,333 | -8.4% | 12,004 | +2.3% | 0.09% | -41.8% |
| NKE | Buy | NIKE INC CL B | $3,224,020 | -12.0% | 33,717 | +1.6% | 0.09% | -43.5% |
| AXP | Buy | AMERICAN EXPRESS CO COM | $3,119,265 | -12.9% | 20,908 | +1.7% | 0.09% | -43.9% |
| ISRG | Buy | INTUITIVE SURGICAL INC COM NEW | $3,126,334 | -12.3% | 10,696 | +2.6% | 0.09% | -43.9% |
| CTAS | Buy | CINTAS CORP COM | $3,081,831 | -0.5% | 6,407 | +2.8% | 0.09% | -36.0% |
| ADI | Buy | ANALOG DEVICES INC COM | $2,944,489 | -7.8% | 16,817 | +2.5% | 0.08% | -41.1% |
| ROK | Buy | ROCKWELL AUTOMATION INC COM | $2,943,318 | -9.9% | 10,296 | +3.9% | 0.08% | -42.4% |
| ABNB | Buy | AIRBNB INC COM CL A | $2,880,038 | +9.8% | 20,990 | +2.6% | 0.08% | -29.6% |
| ZTS | Buy | ZOETIS INC CL A | $2,864,581 | +4.0% | 16,465 | +2.9% | 0.08% | -33.1% |
| MMC | Buy | MARSH & MCLENNAN COS INC COM | $2,836,231 | +3.9% | 14,904 | +2.7% | 0.08% | -33.3% |
| LULU | Buy | LULULEMON ATHLETICA INC COM | $2,798,372 | +5.5% | 7,257 | +3.5% | 0.08% | -32.5% |
| BAC | Buy | BANK AMERICA CORP COM | $2,777,811 | -2.9% | 101,454 | +1.8% | 0.08% | -38.1% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC COM | $2,748,885 | +0.3% | 7,905 | +1.5% | 0.08% | -36.4% |
| KO | Sell | COCA COLA CO COM | $2,684,185 | -8.3% | 47,949 | -1.3% | 0.08% | -41.1% |
| APTV | Buy | APTIV PLC SHS | $2,700,084 | +20.2% | 27,387 | +24.4% | 0.08% | -23.2% |
| CRM | Sell | SALESFORCE INC COM | $2,658,243 | -5.3% | 13,109 | -1.3% | 0.08% | -39.0% |
| FTNT | Buy | FORTINET INC COM | $2,681,559 | -17.3% | 45,698 | +6.5% | 0.08% | -47.6% |
| SPGI | Buy | S&P GLOBAL INC COM | $2,638,260 | -6.4% | 7,220 | +2.7% | 0.07% | -40.3% |
| WMT | Sell | WALMART INC COM | $2,501,305 | +0.4% | 15,640 | -1.3% | 0.07% | -36.4% |
| TRMB | Buy | TRIMBLE INC COM | $2,472,497 | +53.9% | 45,906 | +51.3% | 0.07% | -1.4% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN COM | $2,454,397 | +8.0% | 10,202 | -1.3% | 0.07% | -31.0% |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC COM | $2,403,279 | -4.3% | 18,164 | +21.1% | 0.07% | -38.2% |
| MSCI | Buy | MSCI INC COM | $2,406,345 | +52.3% | 4,690 | +39.3% | 0.07% | -1.4% |
| AMD | Sell | ADVANCED MICRO DEVICES INC COM | $2,428,608 | -10.9% | 23,620 | -1.3% | 0.07% | -43.3% |
| TXN | Sell | TEXAS INSTRS INC COM | $2,366,864 | -31.0% | 14,885 | -21.9% | 0.07% | -55.6% |
| CAT | Sell | CATERPILLAR INC COM | $2,390,388 | +9.5% | 8,756 | -1.3% | 0.07% | -30.2% |
| CSCO | Sell | CISCO SYS INC COM | $2,377,751 | +2.5% | 44,229 | -1.3% | 0.07% | -34.3% |
| CMCSA | Sell | COMCAST CORP NEW CL A | $2,386,911 | +5.3% | 53,832 | -1.3% | 0.07% | -33.0% |
| ARES | Buy | ARES MANAGEMENT CORPORATION CL A COM STK | $2,340,704 | +12.5% | 22,754 | +5.4% | 0.07% | -27.5% |
| DHR | Sell | DANAHER CORPORATION COM | $2,288,971 | +2.0% | 9,226 | -1.3% | 0.06% | -35.4% |
| WDAY | Buy | WORKDAY INC CL A | $2,264,304 | +529.2% | 10,539 | +561.6% | 0.06% | +300.0% |
| UPS | Sell | UNITED PARCEL SERVICE INC CL B | $2,285,989 | -27.9% | 14,666 | -17.1% | 0.06% | -54.0% |
| AVY | Buy | AVERY DENNISON CORP COM | $2,257,436 | +11.0% | 12,358 | +4.4% | 0.06% | -28.1% |
| ANSS | Sell | ANSYS INC COM | $2,204,846 | -11.0% | 7,410 | -1.2% | 0.06% | -43.1% |
| TJX | Sell | TJX COS INC NEW COM | $2,216,578 | +3.5% | 24,939 | -1.3% | 0.06% | -34.0% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS COM | $2,182,086 | +3.5% | 15,553 | -1.3% | 0.06% | -34.4% |
| IQV | Buy | IQVIA HLDGS INC COM | $2,164,250 | -8.4% | 11,000 | +4.6% | 0.06% | -41.3% |
| IDXX | Buy | IDEXX LABS INC COM | $2,132,566 | -9.5% | 4,877 | +3.9% | 0.06% | -42.3% |
| PFE | Sell | PFIZER INC COM | $2,134,125 | -10.8% | 64,339 | -1.3% | 0.06% | -42.9% |
| WFC | Sell | WELLS FARGO CO NEW COM | $2,132,116 | -5.5% | 52,181 | -1.3% | 0.06% | -39.4% |
| DIS | Sell | DISNEY WALT CO COM | $2,124,807 | -10.4% | 26,216 | -1.3% | 0.06% | -42.3% |
| PM | Buy | PHILIP MORRIS INTL INC COM | $2,101,566 | +33.7% | 22,700 | +40.9% | 0.06% | -14.5% |
| MDLZ | Sell | MONDELEZ INTL INC CL A | $2,086,580 | -6.1% | 30,066 | -1.3% | 0.06% | -39.8% |
| WSC | Buy | WILLSCOT MOBIL MINI HLDNG CO COM CL A | $2,090,272 | +25.7% | 50,259 | +44.5% | 0.06% | -19.2% |
| CRWD | Sell | CROWDSTRIKE HLDGS INC CL A | $2,048,564 | +12.5% | 12,239 | -1.3% | 0.06% | -27.5% |
| UNP | Sell | UNION PAC CORP COM | $2,026,119 | -1.9% | 9,950 | -1.4% | 0.06% | -37.4% |
| TW | Buy | TRADEWEB MKTS INC CL A | $1,983,988 | +23.1% | 24,738 | +5.1% | 0.06% | -21.1% |
| LPLA | Buy | LPL FINL HLDGS INC COM | $1,998,399 | +24.9% | 8,409 | +14.2% | 0.06% | -20.0% |
| INTC | Sell | INTEL CORP COM | $1,954,219 | +4.9% | 54,971 | -1.3% | 0.06% | -32.9% |
| AMGN | Sell | AMGEN INC COM | $1,919,484 | +19.5% | 7,142 | -1.3% | 0.05% | -23.9% |
| CSGP | Sell | COSTAR GROUP INC COM | $1,907,948 | -14.5% | 24,814 | -1.0% | 0.05% | -44.9% |
| SHW | Sell | SHERWIN WILLIAMS CO COM | $1,894,001 | -5.2% | 7,426 | -1.3% | 0.05% | -39.8% |
| QCOM | Sell | QUALCOMM INC COM | $1,861,366 | -7.9% | 16,760 | -1.3% | 0.05% | -41.6% |
| NEE | Sell | NEXTERA ENERGY INC COM | $1,772,438 | -23.8% | 30,938 | -1.4% | 0.05% | -51.0% |
| EW | Buy | EDWARDS LIFESCIENCES CORP COM | $1,767,748 | -24.1% | 25,516 | +3.4% | 0.05% | -51.0% |
| MDT | Sell | MEDTRONIC PLC SHS | $1,773,444 | -12.2% | 22,632 | -1.3% | 0.05% | -43.8% |
| LOW | Sell | LOWES COS INC COM | $1,733,178 | -9.2% | 8,339 | -1.3% | 0.05% | -41.7% |
| CSX | Sell | CSX CORP COM | $1,670,309 | -11.0% | 54,319 | -1.3% | 0.05% | -43.4% |
| MS | Sell | MORGAN STANLEY COM NEW | $1,632,502 | -5.6% | 19,989 | -1.3% | 0.05% | -39.5% |
| POOL | Buy | POOL CORP COM | $1,642,333 | +99.9% | 4,612 | +110.3% | 0.05% | +27.8% |
| YETI | Buy | YETI HLDGS INC COM | $1,627,087 | +103.9% | 33,743 | +64.2% | 0.05% | +31.4% |
| WELL | Sell | WELLTOWER INC COM | $1,645,527 | -0.0% | 20,087 | -1.3% | 0.05% | -36.1% |
| CCK | Buy | CROWN HLDGS INC COM | $1,583,615 | +8.1% | 17,898 | +6.1% | 0.04% | -29.7% |
| BA | Sell | BOEING CO COM | $1,607,045 | -10.4% | 8,384 | -1.3% | 0.04% | -43.0% |
| ORCL | Sell | ORACLE CORP COM | $1,606,171 | -12.3% | 15,164 | -1.3% | 0.04% | -44.4% |
| GILD | Sell | GILEAD SCIENCES INC COM | $1,607,013 | -4.0% | 21,444 | -1.3% | 0.04% | -39.2% |
| WM | Sell | WASTE MGMT INC DEL COM | $1,609,766 | -13.2% | 10,560 | -1.3% | 0.04% | -45.1% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO COM | $1,592,676 | -28.4% | 27,441 | -21.1% | 0.04% | -54.1% |
| CME | Sell | CME GROUP INC COM | $1,560,114 | +6.7% | 7,792 | -1.3% | 0.04% | -31.2% |
| ABT | Sell | ABBOTT LABS COM | $1,547,954 | -12.3% | 15,983 | -1.3% | 0.04% | -43.6% |
| MAR | Sell | MARRIOTT INTL INC NEW CL A | $1,577,984 | +5.6% | 8,028 | -1.3% | 0.04% | -33.3% |
| PCAR | Sell | PACCAR INC COM | $1,549,064 | +0.3% | 18,220 | -1.3% | 0.04% | -35.3% |
| CB | Sell | CHUBB LIMITED COM | $1,544,279 | +6.7% | 7,418 | -1.3% | 0.04% | -32.8% |
| VZ | Sell | VERIZON COMMUNICATIONS INC COM | $1,541,582 | -14.0% | 47,565 | -1.3% | 0.04% | -45.6% |
| RTX | Sell | RTX CORPORATION COM | $1,529,866 | -27.5% | 21,257 | -1.3% | 0.04% | -53.8% |
| HCA | Sell | HCA HEALTHCARE INC COM | $1,535,899 | -20.0% | 6,244 | -1.3% | 0.04% | -48.8% |
| CVS | Sell | CVS HEALTH CORP COM | $1,478,927 | -0.3% | 21,182 | -1.3% | 0.04% | -35.4% |
| C | Sell | CITIGROUP INC COM NEW | $1,449,257 | -11.8% | 35,236 | -1.3% | 0.04% | -43.1% |
| TDG | Sell | TRANSDIGM GROUP INC COM | $1,458,615 | -6.9% | 1,730 | -1.3% | 0.04% | -40.6% |
| ACGL | Sell | ARCH CAP GROUP LTD ORD | $1,445,381 | +5.1% | 18,133 | -1.3% | 0.04% | -31.7% |
| TREX | Buy | TREX CO INC COM | $1,444,422 | +35.6% | 23,437 | +44.3% | 0.04% | -12.8% |
| BLK | Sell | BLACKROCK INC COM | $1,464,946 | -7.7% | 2,266 | -1.3% | 0.04% | -41.4% |
| SO | Sell | SOUTHERN CO COM | $1,445,133 | -9.1% | 22,329 | -1.3% | 0.04% | -41.4% |
| NFLX | Sell | NETFLIX INC COM | $1,403,539 | -15.4% | 3,717 | -1.4% | 0.04% | -45.2% |
| EQIX | Sell | EQUINIX INC COM | $1,437,269 | -8.6% | 1,979 | -1.3% | 0.04% | -42.0% |
| GS | Sell | GOLDMAN SACHS GROUP INC COM | $1,418,854 | -1.1% | 4,385 | -1.4% | 0.04% | -36.5% |
| Sell | GENERAL ELECTRIC CO COM NEW | $1,369,936 | -0.7% | 12,392 | -1.3% | 0.04% | -36.1% | |
| TMUS | Sell | T-MOBILE US INC COM | $1,385,375 | -0.5% | 9,892 | -1.4% | 0.04% | -36.1% |
| DE | Sell | DEERE & CO COM | $1,338,567 | -8.1% | 3,547 | -1.4% | 0.04% | -40.6% |
| CI | Sell | THE CIGNA GROUP COM | $1,301,332 | -31.4% | 4,549 | -32.7% | 0.04% | -55.4% |
| HON | Sell | HONEYWELL INTL INC COM | $1,322,184 | -12.2% | 7,157 | -1.3% | 0.04% | -43.9% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC N CL A | $1,287,793 | +18.0% | 2,928 | -1.4% | 0.04% | -25.0% |
| DD | Sell | DUPONT DE NEMOURS INC COM | $1,261,093 | +2.9% | 16,907 | -1.5% | 0.04% | -33.3% |
| DDOG | Sell | DATADOG INC CL A COM | $1,271,343 | -8.6% | 13,957 | -1.3% | 0.04% | -41.0% |
| ZS | Sell | ZSCALER INC COM | $1,286,263 | +4.7% | 8,267 | -1.5% | 0.04% | -33.3% |
| PYPL | Sell | PAYPAL HLDGS INC COM | $1,287,815 | -13.6% | 22,029 | -1.4% | 0.04% | -45.5% |
| SLB | Sell | SCHLUMBERGER LTD COM STK | $1,251,410 | +16.9% | 21,465 | -1.5% | 0.04% | -25.5% |
| AON | Sell | AON PLC SHS CL A | $1,225,876 | -7.4% | 3,781 | -1.4% | 0.04% | -39.7% |
| NUE | Sell | NUCOR CORP COM | $1,212,182 | -6.0% | 7,753 | -1.4% | 0.03% | -40.4% |
| ANTM | Sell | ELEVANCE HEALTH INC COM | $1,183,036 | -3.3% | 2,717 | -1.3% | 0.03% | -38.9% |
| PSA | Sell | PUBLIC STORAGE COM | $1,173,455 | -10.9% | 4,453 | -1.4% | 0.03% | -43.1% |
| BSX | Sell | BOSTON SCIENTIFIC CORP COM | $1,171,051 | -3.8% | 22,179 | -1.5% | 0.03% | -38.9% |
| BIIB | Sell | BIOGEN INC COM | $1,187,129 | -10.9% | 4,619 | -1.3% | 0.03% | -44.1% |
| TRV | Sell | TRAVELERS COMPANIES INC COM | $1,159,338 | -7.3% | 7,099 | -1.5% | 0.03% | -40.0% |
| REGN | Sell | REGENERON PHARMACEUTICALS COM | $1,172,718 | -27.4% | 1,425 | -36.6% | 0.03% | -53.5% |
| AMT | Sell | AMERICAN TOWER CORP NEW COM | $1,163,648 | -16.4% | 7,076 | -1.4% | 0.03% | -45.9% |
| TGT | Sell | TARGET CORP COM | $1,115,320 | -17.4% | 10,087 | -1.4% | 0.03% | -47.5% |
| PH | Buy | PARKER-HANNIFIN CORP COM | $1,095,330 | +42.0% | 2,812 | +42.2% | 0.03% | -8.8% |
| AME | Sell | AMETEK INC COM | $1,054,268 | -10.1% | 7,135 | -1.5% | 0.03% | -42.3% |
| MO | Sell | ALTRIA GROUP INC COM | $1,061,174 | -8.5% | 25,236 | -1.5% | 0.03% | -41.2% |
| LECO | New | LINCOLN ELEC HLDGS INC COM | $1,055,473 | – | 5,806 | +100.0% | 0.03% | – |
| WMB | Sell | WILLIAMS COS INC COM | $1,065,581 | +1.7% | 31,629 | -1.5% | 0.03% | -34.8% |
| SHLS | Sell | SHOALS TECHNOLOGIES GROUP IN CL A | $1,061,183 | -29.4% | 58,147 | -1.1% | 0.03% | -54.5% |
| COO | Sell | COOPER COS INC COM NEW | $1,057,065 | -18.2% | 3,324 | -1.4% | 0.03% | -47.4% |
| ABC | Sell | CENCORA INC COM | $1,071,001 | -9.4% | 5,951 | -3.1% | 0.03% | -42.3% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN COM | $1,033,315 | -10.4% | 18,157 | -1.5% | 0.03% | -43.1% |
| DOV | Sell | DOVER CORP COM | $1,040,466 | -6.9% | 7,458 | -1.5% | 0.03% | -40.8% |
| DVN | Sell | DEVON ENERGY CORP NEW COM | $986,675 | -2.6% | 20,685 | -1.3% | 0.03% | -37.8% |
| DLR | Sell | DIGITAL RLTY TR INC COM | $988,612 | +5.3% | 8,169 | -0.9% | 0.03% | -31.7% |
| DUK | Sell | DUKE ENERGY CORP NEW COM NEW | $1,006,870 | -3.0% | 11,408 | -1.4% | 0.03% | -39.1% |
| EL | Sell | LAUDER ESTEE COS INC CL A | $995,516 | -48.2% | 6,887 | -29.6% | 0.03% | -67.1% |
| SBUX | Sell | STARBUCKS CORP COM | $1,008,625 | -9.2% | 11,051 | -1.5% | 0.03% | -42.9% |
| T | Sell | AT&T INC COM | $981,392 | -7.0% | 65,339 | -1.2% | 0.03% | -39.1% |
| GIS | Sell | GENERAL MLS INC COM | $945,964 | -17.8% | 14,783 | -1.4% | 0.03% | -47.1% |
| New | TKO GROUP HOLDINGS INC CL A ADDED | $943,237 | – | 11,221 | +100.0% | 0.03% | – | |
| ITW | Sell | ILLINOIS TOOL WKS INC COM | $944,732 | -9.1% | 4,102 | -1.3% | 0.03% | -41.3% |
| SCHW | Sell | SCHWAB CHARLES CORP COM | $965,911 | -4.5% | 17,594 | -1.4% | 0.03% | -38.6% |
| OXY | Sell | OCCIDENTAL PETE CORP COM | $930,509 | +9.2% | 14,342 | -1.1% | 0.03% | -29.7% |
| EA | Sell | ELECTRONIC ARTS INC COM | $929,006 | -8.3% | 7,716 | -1.2% | 0.03% | -42.2% |
| FDX | Sell | FEDEX CORP COM | $910,265 | +5.5% | 3,436 | -1.2% | 0.03% | -31.6% |
| SRE | Buy | SEMPRA COM | $921,058 | -8.6% | 13,539 | +95.7% | 0.03% | -40.9% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC COM | $874,323 | -46.9% | 962 | -44.2% | 0.02% | -65.3% |
| CL | Sell | COLGATE PALMOLIVE CO COM | $876,289 | -8.9% | 12,323 | -1.3% | 0.02% | -40.5% |
| ENTG | Sell | ENTEGRIS INC COM | $881,158 | -16.3% | 9,383 | -1.2% | 0.02% | -45.7% |
| GM | Sell | GENERAL MTRS CO COM | $873,145 | -15.4% | 26,483 | -1.1% | 0.02% | -44.4% |
| PNC | Sell | PNC FINL SVCS GROUP INC COM | $897,203 | -3.8% | 7,308 | -1.3% | 0.02% | -39.0% |
| DFS | Sell | DISCOVER FINL SVCS COM | $899,393 | -26.8% | 10,382 | -1.2% | 0.02% | -53.7% |
| ALL | Sell | ALLSTATE CORP COM | $878,468 | +0.9% | 7,885 | -1.3% | 0.02% | -34.2% |
| MU | Sell | MICRON TECHNOLOGY INC COM | $881,941 | +6.4% | 12,964 | -1.2% | 0.02% | -30.6% |
| GRMN | Sell | GARMIN LTD SHS | $845,177 | -0.2% | 8,034 | -1.0% | 0.02% | -35.1% |
| ENPH | Sell | ENPHASE ENERGY INC COM | $857,030 | -29.6% | 7,133 | -1.9% | 0.02% | -55.6% |
| PRU | Sell | PRUDENTIAL FINL INC COM | $842,718 | +4.6% | 8,881 | -2.8% | 0.02% | -31.4% |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N SHS - A - | $842,072 | +2.1% | 8,892 | -1.0% | 0.02% | -33.3% |
| MKC | Sell | MCCORMICK & CO INC COM NON VTG | $858,438 | -14.4% | 11,349 | -1.3% | 0.02% | -45.5% |
| A | Sell | AGILENT TECHNOLOGIES INC COM | $852,963 | -8.2% | 7,628 | -1.3% | 0.02% | -41.5% |
| APD | Sell | AIR PRODS & CHEMS INC COM | $850,767 | -6.6% | 3,002 | -1.3% | 0.02% | -40.0% |
| VLO | Sell | VALERO ENERGY CORP COM | $834,388 | +17.5% | 5,888 | -2.8% | 0.02% | -25.8% |
| NSC | Sell | NORFOLK SOUTHN CORP COM | $812,927 | -14.1% | 4,128 | -1.1% | 0.02% | -45.2% |
| WY | Sell | WEYERHAEUSER CO MTN BE COM NEW | $799,337 | -9.5% | 26,071 | -1.0% | 0.02% | -41.0% |
| GL | Sell | GLOBE LIFE INC COM | $803,732 | -2.2% | 7,392 | -1.4% | 0.02% | -36.1% |
| BDX | Sell | BECTON DICKINSON & CO COM | $795,238 | -3.1% | 3,076 | -1.1% | 0.02% | -38.9% |
| AEP | Sell | AMERICAN ELEC PWR CO INC COM | $786,952 | -11.7% | 10,462 | -1.2% | 0.02% | -43.6% |
| HSY | Sell | HERSHEY CO COM | $779,112 | -20.9% | 3,894 | -1.3% | 0.02% | -48.8% |
| CCI | Sell | CROWN CASTLE INC COM | $775,997 | -20.3% | 8,432 | -1.3% | 0.02% | -48.8% |
| DAR | Sell | DARLING INGREDIENTS INC COM | $783,992 | -19.2% | 15,019 | -1.3% | 0.02% | -48.8% |
| FTV | Sell | FORTIVE CORP COM | $780,089 | -2.0% | 10,519 | -1.2% | 0.02% | -37.1% |
| USB | Sell | US BANCORP DEL COM NEW | $759,124 | -1.0% | 22,962 | -1.0% | 0.02% | -38.2% |
| DHI | Sell | D R HORTON INC COM | $747,669 | -12.6% | 6,957 | -1.0% | 0.02% | -44.7% |
| AIG | Sell | AMERICAN INTL GROUP INC COM NEW | $753,622 | +1.9% | 12,436 | -3.3% | 0.02% | -36.4% |
| ECL | Sell | ECOLAB INC COM | $755,185 | -10.2% | 4,458 | -1.0% | 0.02% | -43.2% |
| CMS | Sell | CMS ENERGY CORP COM | $744,496 | -10.9% | 14,018 | -1.5% | 0.02% | -43.2% |
| BAH | Sell | BOOZ ALLEN HAMILTON HLDG COR CL A | $757,132 | -3.7% | 6,929 | -1.7% | 0.02% | -40.0% |
| OMC | Sell | OMNICOM GROUP INC COM | $695,718 | -24.3% | 9,341 | -3.3% | 0.02% | -50.0% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW COM | $723,043 | -14.5% | 5,839 | -1.4% | 0.02% | -45.9% |
| HWM | Sell | HOWMET AEROSPACE INC COM | $701,983 | -9.5% | 15,178 | -3.1% | 0.02% | -41.2% |
| SQ | Sell | BLOCK INC CL A | $691,297 | -34.4% | 15,619 | -1.3% | 0.02% | -58.7% |
| EXC | Sell | EXELON CORP COM | $642,468 | -10.1% | 17,001 | -3.1% | 0.02% | -41.9% |
| D | Sell | DOMINION ENERGY INC COM | $644,097 | -16.4% | 14,419 | -3.1% | 0.02% | -47.1% |
| NDAQ | Sell | NASDAQ INC COM | $642,943 | -5.5% | 13,232 | -3.1% | 0.02% | -40.0% |
| MMM | Sell | 3M CO COM | $604,972 | -9.3% | 6,462 | -3.1% | 0.02% | -41.4% |
| SPG | Sell | SIMON PPTY GROUP INC NEW COM | $589,304 | -9.5% | 5,455 | -3.3% | 0.02% | -41.4% |
| Sell | CONSTELLATION ENERGY CORP COM | $620,447 | +14.7% | 5,688 | -3.8% | 0.02% | -29.2% | |
| CE | Sell | CELANESE CORP DEL COM | $607,517 | +4.2% | 4,840 | -3.8% | 0.02% | -34.6% |
| NEM | Sell | NEWMONT CORP COM | $557,169 | -16.1% | 15,079 | -3.1% | 0.02% | -44.8% |
| VMC | Sell | VULCAN MATLS CO COM | $574,545 | -13.0% | 2,844 | -2.9% | 0.02% | -44.8% |
| CHD | Sell | CHURCH & DWIGHT CO INC COM | $554,178 | -51.6% | 6,048 | -47.1% | 0.02% | -68.0% |
| ALB | Sell | ALBEMARLE CORP COM | $573,035 | -26.1% | 3,370 | -3.1% | 0.02% | -52.9% |
| Sell | GXO LOGISTICS INCORPORATED COMMON STOCK | $550,606 | -9.5% | 9,388 | -3.1% | 0.02% | -40.7% | |
| SWK | Sell | STANLEY BLACK & DECKER INC COM | $574,780 | -13.6% | 6,877 | -3.1% | 0.02% | -44.8% |
| TFC | Sell | TRUIST FINL CORP COM | $541,959 | -9.7% | 18,943 | -4.2% | 0.02% | -42.3% |
| SYY | Sell | SYSCO CORP COM | $534,411 | -13.7% | 8,091 | -3.1% | 0.02% | -44.4% |
| BLL | Sell | BALL CORP COM | $531,252 | -17.1% | 10,672 | -3.1% | 0.02% | -46.4% |
| EQR | Sell | EQUITY RESIDENTIAL SH BEN INT | $484,358 | -14.4% | 8,250 | -3.8% | 0.01% | -44.0% |
| DOW | Sell | DOW INC COM | $505,597 | -6.9% | 9,806 | -3.8% | 0.01% | -41.7% |
| PGNY | Sell | PROGYNY INC COM | $481,111 | -17.0% | 14,142 | -4.1% | 0.01% | -46.2% |
| COF | Sell | CAPITAL ONE FINL CORP COM | $499,419 | -14.7% | 5,146 | -3.8% | 0.01% | -46.2% |
| ARE | Sell | ALEXANDRIA REAL ESTATE EQ IN COM | $494,594 | -14.2% | 4,941 | -2.7% | 0.01% | -44.0% |
| MTCH | Sell | MATCH GROUP INC NEW COM | $492,430 | -10.0% | 12,570 | -3.9% | 0.01% | -41.7% |
| TSN | Sell | TYSON FOODS INC CL A | $503,133 | -4.9% | 9,965 | -3.8% | 0.01% | -39.1% |
| HAL | Sell | HALLIBURTON CO COM | $450,927 | +16.6% | 11,134 | -5.0% | 0.01% | -23.5% |
| TTEK | Sell | TETRA TECH INC NEW COM | $460,347 | -10.9% | 3,028 | -4.1% | 0.01% | -43.5% |
| KMI | Sell | KINDER MORGAN INC DEL COM | $451,689 | -7.4% | 27,243 | -3.9% | 0.01% | -38.1% |
| CTVA | Sell | CORTEVA INC COM | $423,247 | -14.3% | 8,273 | -4.1% | 0.01% | -45.5% |
| XEL | Sell | XCEL ENERGY INC COM | $443,569 | -11.7% | 7,752 | -4.1% | 0.01% | -45.5% |
| DG | Sell | DOLLAR GEN CORP NEW COM | $434,521 | -39.7% | 4,107 | -3.3% | 0.01% | -62.5% |
| TER | Sell | TERADYNE INC COM | $421,329 | -13.7% | 4,194 | -4.4% | 0.01% | -42.9% |
| IR | Sell | INGERSOLL RAND INC COM | $391,687 | -7.4% | 6,147 | -5.0% | 0.01% | -42.1% |
| CF | Sell | CF INDS HLDGS INC COM | $339,530 | +18.4% | 3,960 | -4.1% | 0.01% | -23.1% |
| WDC | Sell | WESTERN DIGITAL CORP. COM | $273,324 | +15.4% | 5,990 | -4.1% | 0.01% | -20.0% |
| Sell | GE HEALTHCARE TECHNOLOGIES I COMMON STOCK | $275,630 | -20.9% | 4,051 | -5.6% | 0.01% | -46.7% | |
| VTRS | Sell | VIATRIS INC COM | $279,383 | -5.2% | 28,335 | -4.0% | 0.01% | -38.5% |
| PEAK | Sell | HEALTHPEAK PROPERTIES INC COM | $297,267 | -14.1% | 16,191 | -5.9% | 0.01% | -46.7% |
| KR | Sell | KROGER CO COM | $236,772 | -8.7% | 5,291 | -4.1% | 0.01% | -36.4% |
| IP | Sell | INTERNATIONAL PAPER CO COM | $238,394 | +6.9% | 6,721 | -4.1% | 0.01% | -30.0% |
| LUV | Sell | SOUTHWEST AIRLS CO COM | $249,558 | -28.3% | 9,219 | -4.1% | 0.01% | -53.3% |
| IFF | Sell | INTERNATIONAL FLAVORS&FRAGRA COM | $196,875 | -17.8% | 2,888 | -4.1% | 0.01% | -45.5% |
| MET | Sell | METLIFE INC COM | $214,963 | +7.8% | 3,417 | -3.1% | 0.01% | -33.3% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC COM | $150,365 | -24.4% | 6,761 | -3.1% | 0.00% | -55.6% |
| RGA | Exit | REINSURANCE GRP OF AMERICA I COM NEW | $0 | – | -2,405 | -100.0% | -0.02% | – |
| ELY | Exit | TOPGOLF CALLAWAY BRANDS CORP COM | $0 | – | -19,692 | -100.0% | -0.02% | – |
| WMG | Exit | WARNER MUSIC GROUP CORP COM CL A | $0 | – | -17,415 | -100.0% | -0.02% | – |
| WWE | Exit | WORLD WRESTLING ENTMT INC CL A | $0 | – | -11,373 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 41 | Q3 2023 | 4.6% |
| MICROSOFT CORP COM | 41 | Q3 2023 | 3.8% |
| AMAZON COM INC COM | 41 | Q3 2023 | 3.3% |
| EXXON MOBIL CORP COM | 41 | Q3 2023 | 2.5% |
| JOHNSON & JOHNSON COM | 41 | Q3 2023 | 1.8% |
| META PLATFORMS INC CL A | 41 | Q3 2023 | 2.0% |
| JPMORGAN CHASE & CO COM | 41 | Q3 2023 | 1.9% |
| BK OF AMERICA CORP COM | 41 | Q3 2023 | 1.6% |
| CHEVRON CORP NEW COM | 41 | Q3 2023 | 1.6% |
| VISA INC COM CL A | 41 | Q3 2023 | 1.4% |
View SUMITOMO LIFE INSURANCE CO's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Symetra Financial CORPSold out | February 01, 2016 | 0 | 0.0% |
View SUMITOMO LIFE INSURANCE CO's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-02-04 |
View SUMITOMO LIFE INSURANCE CO's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.