$2.37 Billion is the total value of SUMITOMO LIFE INSURANCE CO's 273 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 262.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TIP | Buy | ISHARES TR TIPS BD ETF | $104,345,000 | +59.3% | 817,428 | +57.8% | 4.41% | +44.6% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | $46,397,000 | +42.7% | 925,904 | +23.1% | 1.96% | +29.5% |
| BKLN | Buy | INVESCO EXCH TRADED FD TR II SR LN ETF | $31,023,000 | +24.9% | 1,392,426 | +21.9% | 1.31% | +13.5% |
| VNQ | New | VANGUARD INDEX FDS REIT ETF | $10,531,000 | – | 124,000 | +100.0% | 0.44% | – |
| NEE | Buy | NEXTERA ENERGY INC COM | $4,915,000 | +1.7% | 63,703 | +266.0% | 0.21% | -7.6% |
| SYK | New | STRYKER CORPORATION COM | $2,296,000 | – | 9,369 | +100.0% | 0.10% | – |
| MKC | Buy | MCCORMICK & CO INC COM NON VTG | $1,875,000 | -6.6% | 19,608 | +89.7% | 0.08% | -15.1% |
| CSGP | Buy | COSTAR GROUP INC COM | $1,848,000 | +295.7% | 1,999 | +263.5% | 0.08% | +254.5% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. COM | $1,766,000 | +277.4% | 12,790 | +181.1% | 0.08% | +240.9% |
| CRWD | New | CROWDSTRIKE HLDGS INC CL A | $1,776,000 | – | 8,383 | +100.0% | 0.08% | – |
| IDXX | New | IDEXX LABS CORP COM | $1,772,000 | – | 3,545 | +100.0% | 0.08% | – |
| MSCI | New | MSCI INC CL A | $1,745,000 | – | 3,908 | +100.0% | 0.07% | – |
| MTCH | New | MATCH GROUP INC NEW COM | $1,653,000 | – | 10,936 | +100.0% | 0.07% | – |
| CCK | New | CROWN HLDGS INC COM | $1,519,000 | – | 15,157 | +100.0% | 0.06% | – |
| AMD | New | ADVANCED MICRO DEVICES INC COM | $1,526,000 | – | 16,636 | +100.0% | 0.06% | – |
| EDU | Buy | NEW ORIENTAL ED & TECHNOLOGY G SPON ADR | $1,449,000 | +25.9% | 7,800 | +1.3% | 0.06% | +13.0% |
| RNG | New | RINGCENTRAL INC CL A | $1,308,000 | – | 3,451 | +100.0% | 0.06% | – |
| FTNT | New | FORTINET INC COM | $1,168,000 | – | 7,861 | +100.0% | 0.05% | – |
| OKTA | New | OKTA INC CL A | $1,062,000 | – | 4,177 | +100.0% | 0.04% | – |
| TRU | New | TRANSUNION COM | $1,058,000 | – | 10,663 | +100.0% | 0.04% | – |
| FISV | New | FISERV INC COM | $1,050,000 | – | 9,226 | +100.0% | 0.04% | – |
| VTRS | New | VIATRIS INC COM | $985,000 | – | 52,568 | +100.0% | 0.04% | – |
| ROP | New | ROPER TECHNOLOGIES INC COM | $999,000 | – | 2,317 | +100.0% | 0.04% | – |
| NDAQ | New | NASDAQ INC COM | $983,000 | – | 7,404 | +100.0% | 0.04% | – |
| DOCU | New | DOCUSIGN INC COM | $932,000 | – | 4,191 | +100.0% | 0.04% | – |
| XEL | New | XCEL ENERGY INC COM | $887,000 | – | 13,306 | +100.0% | 0.04% | – |
| PDD | New | PINDUODUO INC SPONSORED ADS | $764,000 | – | 4,300 | +100.0% | 0.03% | – |
| HDB | New | HDFC BANK LTD ADR REPS 3 SHS | $275,000 | – | 3,800 | +100.0% | 0.01% | – |
| VNT | New | VONTIER CORPORATION COM | $235,000 | – | 7,033 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-05
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.