$2.49 Billion is the total value of SUMITOMO LIFE INSURANCE CO's 281 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 46.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES CORE S&P500 ETF | $1,518,446,000 | +13.2% | 3,816,917 | +6.9% | 61.10% | +7.9% |
| EMB | Buy | ISHARES TR JPMORGAN USD EMG | $42,790,000 | +68.6% | 393,000 | +79.5% | 1.72% | +60.6% |
| BKLN | Buy | INVESCO EXCH TRADED FD TR II SR LN ETF | $37,621,000 | +21.3% | 1,700,000 | +22.1% | 1.51% | +15.5% |
| GSG | Buy | ISHARES S&P GSCI COMMODITY- | $37,090,000 | +216.6% | 2,655,000 | +179.5% | 1.49% | +201.4% |
| VNQ | Buy | VANGUARD INDEX FDS REIT ETF | $33,529,000 | +218.4% | 365,000 | +194.4% | 1.35% | +203.1% |
| TSLA | Buy | TESLA INC COM | $10,710,000 | +4.1% | 16,034 | +9.9% | 0.43% | -0.9% |
| JPM | Buy | JPMORGAN CHASE & CO COM | $9,835,000 | +23.4% | 64,606 | +3.0% | 0.40% | +17.5% |
| PYPL | Buy | PAYPAL HLDGS INC COM | $8,888,000 | +5.6% | 36,601 | +1.8% | 0.36% | +0.6% |
| MCD | Buy | MCDONALDS CORP COM | $4,382,000 | +5.8% | 19,550 | +1.3% | 0.18% | +0.6% |
| UPS | Buy | UNITED PARCEL SERVICE INC CL B | $4,246,000 | +5.5% | 24,976 | +4.5% | 0.17% | +0.6% |
| NKE | Buy | NIKE INC CL B | $4,226,000 | -0.4% | 31,804 | +6.0% | 0.17% | -5.0% |
| INTU | Buy | INTUIT COM | $2,821,000 | +112.7% | 7,365 | +111.0% | 0.11% | +103.6% |
| APTV | Buy | APTIV PLC SHS | $2,741,000 | +63.8% | 19,879 | +54.8% | 0.11% | +54.9% |
| CRWD | Buy | CROWDSTRIKE HLDGS INC CL A | $2,167,000 | +22.0% | 11,871 | +41.6% | 0.09% | +16.0% |
| IDXX | Buy | IDEXX LABS CORP COM | $2,030,000 | +14.6% | 4,148 | +17.0% | 0.08% | +9.3% |
| LH | New | LABORATORY CORP AMER HLDGS COM NEW | $2,014,000 | – | 7,896 | +100.0% | 0.08% | – |
| ORLY | Buy | OREILLY AUTOMOTIVE INC COM | $1,988,000 | +38.1% | 3,919 | +23.2% | 0.08% | +31.1% |
| RNG | Buy | RINGCENTRAL INC CL A | $1,984,000 | +51.7% | 6,662 | +93.0% | 0.08% | +45.5% |
| MSCI | Buy | MSCI INC CL A | $1,965,000 | +12.6% | 4,686 | +19.9% | 0.08% | +6.8% |
| PPG | Buy | PPG INDS INC COM | $1,911,000 | +131.1% | 12,717 | +121.7% | 0.08% | +120.0% |
| EOG | Buy | EOG RES INC COM | $1,645,000 | +52.0% | 22,685 | +4.5% | 0.07% | +43.5% |
| MAS | New | MASCO CORP COM | $1,652,000 | – | 27,572 | +100.0% | 0.07% | – |
| ULTA | Buy | ULTA BEAUTY INC COM | $1,581,000 | +230.1% | 5,114 | +206.4% | 0.06% | +220.0% |
| MTCH | Buy | MATCH GROUP INC NEW COM | $1,529,000 | -7.5% | 11,132 | +1.8% | 0.06% | -11.4% |
| DG | Buy | DOLLAR GEN CORP NEW COM | $1,506,000 | +17.7% | 7,432 | +22.1% | 0.06% | +13.0% |
| CVNA | New | CARVANA CO CL A | $1,466,000 | – | 5,588 | +100.0% | 0.06% | – |
| TREX | New | TREX CO INC COM | $1,448,000 | – | 15,818 | +100.0% | 0.06% | – |
| PGNY | New | PROGYNY INC COM | $1,007,000 | – | 22,633 | +100.0% | 0.04% | – |
| WMG | New | WARNER MUSIC GROUP CORP COM CL A | $925,000 | – | 26,945 | +100.0% | 0.04% | – |
| GO | New | GROCERY OUTLET HLDG CORP COM | $887,000 | – | 24,031 | +100.0% | 0.04% | – |
| ZS | New | ZSCALER INC COM | $891,000 | – | 5,189 | +100.0% | 0.04% | – |
| HAS | New | HASBRO INC COM | $720,000 | – | 7,489 | +100.0% | 0.03% | – |
| IBN | Buy | ICICI BANK LIMITED ADR | $707,000 | +44.3% | 44,100 | +33.6% | 0.03% | +33.3% |
| EDU | Buy | NEW ORIENTAL ED & TECHNOLOGY G SPON ADR | $700,000 | -51.7% | 50,000 | +541.0% | 0.03% | -54.1% |
| PDD | Buy | PINDUODUO INC SPONSORED ADS | $589,000 | -22.9% | 4,400 | +2.3% | 0.02% | -25.0% |
| INFY | New | INFOSYS LTD SPONSORED ADR | $487,000 | – | 26,000 | +100.0% | 0.02% | – |
| TRUP | New | TRUPANION INC COM | $463,000 | – | 6,078 | +100.0% | 0.02% | – |
| HDB | Buy | HDFC BANK LTD ADR REPS 3 SHS | $474,000 | +72.4% | 6,100 | +60.5% | 0.02% | +58.3% |
| YUMC | Buy | YUM CHINA HLDGS INC COM | $438,000 | +21.7% | 7,400 | +17.5% | 0.02% | +20.0% |
| ADI | New | ANALOG DEVICES INC COM | $393,000 | – | 2,536 | +100.0% | 0.02% | – |
| DADA | New | DADA NEXUS LTD ADS | $263,000 | – | 9,700 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-27
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.