$4.2 Billion is the total value of SUMITOMO LIFE INSURANCE CO's 273 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 6.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES CORE S&P500 ETF | $2,608,094,000 | +19.3% | 5,467,817 | +7.8% | 62.07% | +6.1% |
| AAXJ | Buy | ISHARES MSCI AC ASIA ETF | $363,227,000 | +31.0% | 4,392,099 | +34.5% | 8.64% | +16.5% |
| TIP | Sell | ISHARES TR TIPS BD ETF | $258,400,000 | -12.8% | 2,000,000 | -13.8% | 6.15% | -22.4% |
| VNQ | Buy | VANGUARD INDEX FDS REAL ESTATE ETF | $63,457,000 | +15.9% | 547,000 | +1.7% | 1.51% | +3.1% |
| BKLN | New | INVESCO EXCH TRADED FD TR II SR LN ETF | $60,052,000 | – | 2,717,300 | +100.0% | 1.43% | – |
| AAPL | Sell | APPLE INC COM | $52,383,000 | +21.3% | 295,000 | -3.3% | 1.25% | +8.0% |
| GSG | Sell | ISHARES S&P GSCI COMMODITY- UNIT BEN INT | $44,955,000 | -23.8% | 2,627,400 | -25.0% | 1.07% | -32.2% |
| MSFT | Sell | MICROSOFT CORP COM | $43,891,000 | +15.8% | 130,505 | -2.9% | 1.04% | +3.1% |
| VWO | New | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | $31,110,000 | – | 629,000 | +100.0% | 0.74% | – |
| AMZN | Sell | AMAZON COM INC COM | $23,714,000 | -1.5% | 7,112 | -3.0% | 0.56% | -12.4% |
| GOOGL | Sell | ALPHABET INC CAP STK CL A | $18,306,000 | +5.4% | 6,319 | -2.7% | 0.44% | -6.2% |
| NVDA | Sell | NVIDIA CORPORATION COM | $17,237,000 | +33.1% | 58,608 | -6.3% | 0.41% | +18.2% |
| FB | Sell | META PLATFORMS INC CL A | $15,411,000 | -6.5% | 45,817 | -5.7% | 0.37% | -16.8% |
| GOOG | Sell | ALPHABET INC CAP STK CL C | $14,861,000 | +5.3% | 5,136 | -3.0% | 0.35% | -6.3% |
| TSLA | Sell | TESLA INC COM | $13,734,000 | +32.2% | 12,996 | -3.0% | 0.33% | +17.6% |
| UNH | Sell | UNITEDHEALTH GROUP INC COM | $9,692,000 | +21.3% | 19,302 | -5.6% | 0.23% | +7.9% |
| HD | Sell | HOME DEPOT INC COM | $9,337,000 | +22.9% | 22,498 | -2.8% | 0.22% | +9.4% |
| V | Buy | VISA INC COM CL A | $8,319,000 | +15.7% | 38,387 | +18.9% | 0.20% | +3.1% |
| JPM | Sell | JPMORGAN CHASE & CO COM | $8,166,000 | -6.0% | 51,569 | -2.8% | 0.19% | -16.4% |
| BAC | Sell | BK OF AMERICA CORP COM | $8,072,000 | +1.8% | 181,442 | -2.8% | 0.19% | -9.4% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED COM | $7,296,000 | -4.2% | 12,866 | -2.7% | 0.17% | -14.7% |
| ACN | Sell | ACCENTURE PLC IRELAND SHS CLASS A | $7,232,000 | +26.1% | 17,445 | -2.7% | 0.17% | +12.4% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC COM | $6,983,000 | +13.6% | 10,466 | -2.7% | 0.17% | +1.2% |
| JNJ | Sell | JOHNSON & JOHNSON COM | $6,785,000 | +2.8% | 39,660 | -3.0% | 0.16% | -9.0% |
| LLY | Sell | LILLY ELI & CO COM | $6,166,000 | +16.3% | 22,324 | -2.7% | 0.15% | +3.5% |
| NFLX | Buy | NETFLIX INC COM | $5,851,000 | +32.9% | 9,713 | +34.7% | 0.14% | +17.8% |
| PG | Sell | PROCTER AND GAMBLE CO COM | $5,740,000 | +13.2% | 35,090 | -3.3% | 0.14% | +0.7% |
| PYPL | Sell | PAYPAL HLDGS INC COM | $5,612,000 | -29.6% | 29,760 | -2.8% | 0.13% | -37.1% |
| COST | Sell | COSTCO WHSL CORP NEW COM | $5,597,000 | +19.2% | 9,859 | -5.6% | 0.13% | +5.6% |
| INTU | Buy | INTUIT COM | $5,507,000 | +61.9% | 8,561 | +35.8% | 0.13% | +44.0% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEW | $5,491,000 | +6.3% | 18,364 | -3.0% | 0.13% | -5.1% |
| AVGO | Sell | BROADCOM INC COM | $5,359,000 | +33.3% | 8,054 | -2.9% | 0.13% | +18.5% |
| NEE | Buy | NEXTERA ENERGY INC COM | $5,302,000 | +41.0% | 56,789 | +18.6% | 0.13% | +24.8% |
| DIS | Sell | DISNEY WALT CO COM | $5,121,000 | -11.2% | 33,062 | -3.0% | 0.12% | -20.8% |
| UNP | Buy | UNION PAC CORP COM | $4,818,000 | +59.3% | 19,124 | +24.0% | 0.12% | +42.0% |
| PFE | Sell | PFIZER INC COM | $4,797,000 | +33.4% | 81,232 | -2.9% | 0.11% | +18.8% |
| MA | Sell | MASTERCARD INCORPORATED CL A | $4,788,000 | -23.8% | 13,325 | -26.3% | 0.11% | -32.1% |
| TXN | Sell | TEXAS INSTRS INC COM | $4,682,000 | -8.5% | 24,840 | -6.7% | 0.11% | -19.0% |
| PEP | Sell | PEPSICO INC COM | $4,531,000 | +12.1% | 26,082 | -3.0% | 0.11% | 0.0% |
| ABBV | Sell | ABBVIE INC COM | $4,399,000 | +21.9% | 32,488 | -2.9% | 0.10% | +8.2% |
| ABT | Sell | ABBOTT LABS COM | $4,415,000 | +15.7% | 31,369 | -2.9% | 0.10% | +2.9% |
| CVX | Sell | CHEVRON CORP NEW COM | $4,342,000 | +12.2% | 37,000 | -3.0% | 0.10% | -1.0% |
| UPS | Sell | UNITED PARCEL SERVICE INC CL B | $4,270,000 | +14.6% | 19,920 | -2.7% | 0.10% | +2.0% |
| NOW | Sell | SERVICENOW INC COM | $4,235,000 | +1.6% | 6,524 | -2.6% | 0.10% | -9.8% |
| SNPS | Sell | SYNOPSYS INC COM | $4,194,000 | +20.0% | 11,382 | -2.5% | 0.10% | +6.4% |
| CRM | Sell | SALESFORCE COM INC COM | $4,202,000 | -9.1% | 16,533 | -3.0% | 0.10% | -19.4% |
| NKE | Sell | NIKE INC CL B | $4,220,000 | +11.7% | 25,321 | -2.6% | 0.10% | -1.0% |
| ZTS | Sell | ZOETIS INC CL A | $4,164,000 | +22.5% | 17,062 | -2.6% | 0.10% | +8.8% |
| ISRG | Buy | INTUITIVE SURGICAL INC COM NEW | $4,055,000 | +38.0% | 11,285 | +281.9% | 0.10% | +22.8% |
| MCD | Sell | MCDONALDS CORP COM | $3,935,000 | +1.5% | 14,678 | -8.7% | 0.09% | -9.6% |
| SBUX | Sell | STARBUCKS CORP COM | $3,910,000 | -1.4% | 33,431 | -7.0% | 0.09% | -12.3% |
| QCOM | Sell | QUALCOMM INC COM | $3,869,000 | +37.7% | 21,159 | -2.9% | 0.09% | +22.7% |
| DHR | Sell | DANAHER CORPORATION COM | $3,832,000 | +4.6% | 11,646 | -3.3% | 0.09% | -7.1% |
| MRK | Sell | MERCK & CO INC COM | $3,821,000 | -1.2% | 49,861 | -3.1% | 0.09% | -11.7% |
| LOW | Sell | LOWES COS INC COM | $3,801,000 | +23.8% | 14,705 | -2.9% | 0.09% | +9.8% |
| AXP | Sell | AMERICAN EXPRESS CO COM | $3,704,000 | -5.3% | 22,640 | -3.1% | 0.09% | -16.2% |
| MMC | Sell | MARSH & MCLENNAN COS INC COM | $3,685,000 | +11.5% | 21,198 | -2.9% | 0.09% | 0.0% |
| XOM | Sell | EXXON MOBIL CORP COM | $3,717,000 | +1.1% | 60,739 | -2.9% | 0.09% | -10.2% |
| EL | Sell | LAUDER ESTEE COS INC CL A | $3,644,000 | +19.9% | 9,844 | -2.9% | 0.09% | +7.4% |
| INTC | Sell | INTEL CORP COM | $3,574,000 | -6.1% | 69,403 | -2.9% | 0.08% | -16.7% |
| SYK | Buy | STRYKER CORPORATION COM | $3,573,000 | +1.7% | 13,361 | +0.3% | 0.08% | -9.6% |
| SPGI | Sell | S&P GLOBAL INC COM | $3,573,000 | +8.2% | 7,570 | -2.6% | 0.08% | -3.4% |
| KO | Sell | COCA COLA CO COM | $3,584,000 | +9.6% | 60,537 | -2.9% | 0.08% | -2.3% |
| SHW | Sell | SHERWIN WILLIAMS CO COM | $3,511,000 | +15.9% | 9,969 | -8.0% | 0.08% | +3.7% |
| CSCO | Sell | CISCO SYS INC COM | $3,539,000 | +13.1% | 55,841 | -2.9% | 0.08% | 0.0% |
| EOG | Sell | EOG RES INC COM | $3,481,000 | +7.5% | 39,186 | -2.8% | 0.08% | -4.6% |
| CMCSA | Sell | COMCAST CORP NEW CL A | $3,426,000 | -30.9% | 68,074 | -23.2% | 0.08% | -38.3% |
| EW | Sell | EDWARDS LIFESCIENCES CORP COM | $3,281,000 | +11.5% | 25,325 | -2.6% | 0.08% | -1.3% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC COM | $3,246,000 | +12.3% | 4,596 | -2.9% | 0.08% | 0.0% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN COM | $3,176,000 | +19.8% | 12,880 | -2.9% | 0.08% | +7.0% |
| IDXX | Buy | IDEXX LABS INC COM | $3,196,000 | +7.8% | 4,853 | +1.8% | 0.08% | -3.8% |
| KEYS | Sell | KEYSIGHT TECHNOLOGIES INC COM | $3,158,000 | +22.6% | 15,294 | -2.5% | 0.08% | +8.7% |
| VZ | Sell | VERIZON COMMUNICATIONS INC COM | $3,120,000 | -6.6% | 60,052 | -2.9% | 0.07% | -16.9% |
| ADI | Sell | ANALOG DEVICES INC COM | $3,122,000 | +1.9% | 17,760 | -3.0% | 0.07% | -9.8% |
| CTAS | Sell | CINTAS CORP COM | $2,971,000 | +13.2% | 6,703 | -2.8% | 0.07% | +1.4% |
| TGT | Sell | TARGET CORP COM | $2,952,000 | -1.7% | 12,754 | -2.9% | 0.07% | -12.5% |
| IQV | Sell | IQVIA HLDGS INC COM | $2,960,000 | +15.0% | 10,490 | -2.4% | 0.07% | +1.4% |
| MDT | Sell | MEDTRONIC PLC SHS | $2,956,000 | -19.8% | 28,575 | -2.9% | 0.07% | -29.3% |
| DG | Sell | DOLLAR GEN CORP NEW COM | $2,953,000 | +8.0% | 12,520 | -2.8% | 0.07% | -4.1% |
| ANSS | Sell | ANSYS INC COM | $2,887,000 | +15.1% | 7,197 | -2.3% | 0.07% | +3.0% |
| WMT | Sell | WALMART INC COM | $2,857,000 | +0.8% | 19,748 | -2.9% | 0.07% | -10.5% |
| FTNT | Buy | FORTINET INC COM | $2,848,000 | +26.3% | 7,923 | +2.6% | 0.07% | +13.3% |
| HON | Sell | HONEYWELL INTL INC COM | $2,819,000 | -4.6% | 13,519 | -2.9% | 0.07% | -15.2% |
| CVS | Sell | CVS HEALTH CORP COM | $2,759,000 | +18.1% | 26,745 | -2.9% | 0.07% | +4.8% |
| SCHW | Sell | SCHWAB CHARLES CORP COM | $2,769,000 | +12.2% | 32,922 | -2.9% | 0.07% | 0.0% |
| C | Sell | CITIGROUP INC COM NEW | $2,687,000 | -16.4% | 44,486 | -2.9% | 0.06% | -25.6% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO COM | $2,703,000 | +2.3% | 43,355 | -2.9% | 0.06% | -9.9% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS COM | $2,697,000 | -4.0% | 20,175 | -0.2% | 0.06% | -14.7% |
| ETN | Sell | EATON CORP PLC SHS | $2,591,000 | +12.4% | 14,992 | -2.9% | 0.06% | 0.0% |
| AMT | Sell | AMERICAN TOWER CORP NEW COM | $2,618,000 | +7.1% | 8,949 | -2.9% | 0.06% | -4.6% |
| BLK | Sell | BLACKROCK INC COM | $2,619,000 | +6.0% | 2,860 | -2.9% | 0.06% | -6.1% |
| ROK | Sell | ROCKWELL AUTOMATION INC COM | $2,578,000 | +15.8% | 7,389 | -2.4% | 0.06% | +1.7% |
| CSX | Sell | CSX CORP COM | $2,576,000 | +18.1% | 68,503 | -6.6% | 0.06% | +5.2% |
| AVY | Sell | AVERY DENNISON CORP COM | $2,510,000 | +1.7% | 11,591 | -2.7% | 0.06% | -9.1% |
| MS | Sell | MORGAN STANLEY COM NEW | $2,477,000 | -2.0% | 25,237 | -2.9% | 0.06% | -13.2% |
| SIVB | Buy | SVB FINANCIAL GROUP COM | $2,445,000 | +12.6% | 3,605 | +7.4% | 0.06% | 0.0% |
| ORCL | Sell | ORACLE CORP COM | $2,437,000 | -2.8% | 27,946 | -2.9% | 0.06% | -13.4% |
| MTCH | Sell | MATCH GROUP INC NEW COM | $2,441,000 | -18.1% | 18,461 | -2.7% | 0.06% | -27.5% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC N CL A | $2,413,000 | -12.9% | 3,701 | -2.8% | 0.06% | -23.0% |
| TJX | Sell | TJX COS INC NEW COM | $2,390,000 | +11.7% | 31,487 | -2.9% | 0.06% | 0.0% |
| ENTG | Sell | ENTEGRIS INC COM | $2,336,000 | +7.7% | 16,856 | -2.1% | 0.06% | -3.4% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP COM | $2,310,000 | -2.7% | 26,838 | -2.9% | 0.06% | -14.1% |
| CAT | Sell | CATERPILLAR INC COM | $2,286,000 | +4.6% | 11,056 | -2.9% | 0.05% | -6.9% |
| MSCI | Sell | MSCI INC COM | $2,250,000 | -2.0% | 3,673 | -2.7% | 0.05% | -11.5% |
| TW | Sell | TRADEWEB MKTS INC CL A | $2,275,000 | +20.8% | 22,721 | -2.5% | 0.05% | +8.0% |
| CME | Sell | CME GROUP INC COM | $2,248,000 | +14.8% | 9,840 | -2.9% | 0.05% | +1.9% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW COM | $2,226,000 | +17.3% | 10,665 | -2.6% | 0.05% | +3.9% |
| DE | Sell | DEERE & CO COM | $2,227,000 | -0.6% | 6,495 | -2.9% | 0.05% | -11.7% |
| CCK | Sell | CROWN HLDGS INC COM | $2,219,000 | +6.7% | 20,060 | -2.8% | 0.05% | -5.4% |
| WM | Sell | WASTE MGMT INC DEL COM | $2,225,000 | +8.5% | 13,333 | -2.9% | 0.05% | -3.6% |
| WFC | Sell | WELLS FARGO CO NEW COM | $2,172,000 | +0.2% | 45,272 | -3.1% | 0.05% | -10.3% |
| BA | Sell | BOEING CO COM | $2,131,000 | -11.1% | 10,584 | -2.9% | 0.05% | -20.3% |
| COP | Sell | CONOCOPHILLIPS COM | $2,124,000 | +3.5% | 29,427 | -2.9% | 0.05% | -7.3% |
| LULU | Buy | LULULEMON ATHLETICA INC COM | $2,150,000 | +51.6% | 5,492 | +56.8% | 0.05% | +34.2% |
| CSGP | Buy | COSTAR GROUP INC COM | $2,131,000 | +54.6% | 26,965 | +68.4% | 0.05% | +37.8% |
| XLNX | Sell | XILINX INC COM | $2,104,000 | +36.7% | 9,924 | -2.6% | 0.05% | +22.0% |
| GS | Sell | GOLDMAN SACHS GROUP INC COM | $2,120,000 | -1.7% | 5,541 | -2.9% | 0.05% | -13.8% |
| PSA | Sell | PUBLIC STORAGE COM | $2,110,000 | +22.2% | 5,634 | -3.0% | 0.05% | +8.7% |
| AMGN | Sell | AMGEN INC COM | $2,034,000 | +3.0% | 9,039 | -2.6% | 0.05% | -9.4% |
| T | Sell | AT&T INC COM | $2,028,000 | -11.6% | 82,447 | -2.9% | 0.05% | -21.3% |
| TRMB | Sell | TRIMBLE INC COM | $2,017,000 | +3.1% | 23,133 | -2.8% | 0.05% | -7.7% |
| BKNG | Sell | BOOKING HOLDINGS INC COM | $2,023,000 | -1.9% | 843 | -3.0% | 0.05% | -12.7% |
| HCA | Sell | HCA HEALTHCARE INC COM | $2,027,000 | +2.5% | 7,891 | -3.1% | 0.05% | -9.4% |
| LH | Sell | LABORATORY CORP AMER HLDGS COM NEW | $1,958,000 | +8.1% | 6,230 | -3.3% | 0.05% | -2.1% |
| GM | Sell | GENERAL MTRS CO COM | $1,963,000 | +8.3% | 33,483 | -2.6% | 0.05% | -2.1% |
| GILD | Sell | GILEAD SCIENCES INC COM | $1,971,000 | +1.2% | 27,144 | -2.6% | 0.05% | -9.6% |
| FRC | Sell | FIRST REP BK SAN FRANCISCO C COM | $1,954,000 | +3.6% | 9,464 | -3.3% | 0.05% | -6.0% |
| FIS | Sell | FIDELITY NATL INFORMATION SV COM | $1,988,000 | -12.8% | 18,209 | -2.9% | 0.05% | -23.0% |
| PM | Sell | PHILIP MORRIS INTL INC COM | $1,912,000 | -2.4% | 20,126 | -2.6% | 0.05% | -11.5% |
| APTV | Sell | APTIV PLC SHS | $1,938,000 | -20.8% | 11,751 | -28.4% | 0.05% | -29.2% |
| SO | Sell | SOUTHERN CO COM | $1,936,000 | +7.3% | 28,233 | -3.0% | 0.05% | -4.2% |
| XYL | Sell | XYLEM INC COM | $1,922,000 | -17.3% | 16,024 | -14.7% | 0.05% | -25.8% |
| BSX | Sell | BOSTON SCIENTIFIC CORP COM | $1,915,000 | -4.6% | 45,078 | -2.6% | 0.05% | -14.8% |
| PRU | PRUDENTIAL FINL INC COM | $1,913,000 | +2.9% | 17,670 | 0.0% | 0.05% | -8.0% | |
| CI | Sell | CIGNA CORP NEW COM | $1,939,000 | +11.7% | 8,446 | -2.6% | 0.05% | 0.0% |
| MDLZ | Sell | MONDELEZ INTL INC CL A | $1,953,000 | +11.0% | 29,456 | -2.6% | 0.05% | -2.1% |
| AMD | Sell | ADVANCED MICRO DEVICES INC COM | $1,852,000 | +34.7% | 12,869 | -3.7% | 0.04% | +18.9% |
| NUE | Sell | NUCOR CORP COM | $1,863,000 | +12.4% | 16,324 | -3.0% | 0.04% | 0.0% |
| PNC | Sell | PNC FINL SVCS GROUP INC COM | $1,847,000 | -0.8% | 9,211 | -3.2% | 0.04% | -12.0% |
| CB | Sell | CHUBB LIMITED COM | $1,813,000 | +8.1% | 9,378 | -3.0% | 0.04% | -4.4% |
| DLR | Sell | DIGITAL RLTY TR INC COM | $1,825,000 | +18.8% | 10,317 | -3.0% | 0.04% | +4.9% |
| TT | Sell | TRANE TECHNOLOGIES PLC SHS | $1,816,000 | +13.5% | 8,987 | -3.0% | 0.04% | 0.0% |
| COO | Sell | COOPER COS INC COM NEW | $1,762,000 | -1.7% | 4,206 | -3.0% | 0.04% | -12.5% |
| REGN | Sell | REGENERON PHARMACEUTICALS COM | $1,769,000 | +0.5% | 2,801 | -3.7% | 0.04% | -10.6% |
| ENPH | Sell | ENPHASE ENERGY INC COM | $1,747,000 | +18.2% | 9,549 | -3.1% | 0.04% | +5.0% |
| DD | Sell | DUPONT DE NEMOURS INC COM | $1,729,000 | +15.2% | 21,410 | -3.0% | 0.04% | +2.5% |
| DOV | Sell | DOVER CORP COM | $1,717,000 | +13.7% | 9,457 | -2.6% | 0.04% | +2.5% |
| TREX | Sell | TREX CO INC COM | $1,684,000 | +29.5% | 12,471 | -2.2% | 0.04% | +14.3% |
| SWK | Sell | STANLEY BLACK & DECKER INC COM | $1,674,000 | +4.4% | 8,875 | -3.0% | 0.04% | -7.0% |
| LAD | New | LITHIA MTRS INC COM | $1,697,000 | – | 5,715 | +100.0% | 0.04% | – |
| MAR | Sell | MARRIOTT INTL INC NEW CL A | $1,675,000 | +8.2% | 10,138 | -3.0% | 0.04% | -2.4% |
| USB | Sell | US BANCORP DEL COM NEW | $1,631,000 | -8.3% | 29,037 | -3.0% | 0.04% | -18.8% |
| CRWD | Sell | CROWDSTRIKE HLDGS INC CL A | $1,657,000 | -19.1% | 8,095 | -2.9% | 0.04% | -29.1% |
| ANTM | Sell | ANTHEM INC COM | $1,590,000 | +20.6% | 3,430 | -3.0% | 0.04% | +8.6% |
| NSC | Sell | NORFOLK SOUTHN CORP COM | $1,548,000 | +19.8% | 5,201 | -3.7% | 0.04% | +5.7% |
| A | Sell | AGILENT TECHNOLOGIES INC COM | $1,539,000 | -39.7% | 9,638 | -40.6% | 0.04% | -45.6% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN COM | $1,532,000 | +5.9% | 22,965 | -3.4% | 0.04% | -7.7% |
| DUK | Sell | DUKE ENERGY CORP NEW COM NEW | $1,514,000 | +4.3% | 14,430 | -3.0% | 0.04% | -7.7% |
| Sell | GENERAL ELECTRIC CO COM NEW | $1,494,000 | -11.0% | 15,811 | -3.0% | 0.04% | -20.0% | |
| DFS | Sell | DISCOVER FINL SVCS COM | $1,515,000 | -8.8% | 13,111 | -3.0% | 0.04% | -18.2% |
| MU | Sell | MICRON TECHNOLOGY INC COM | $1,526,000 | -41.6% | 16,380 | -55.5% | 0.04% | -48.6% |
| MO | Sell | ALTRIA GROUP INC COM | $1,514,000 | +0.9% | 31,957 | -3.0% | 0.04% | -10.0% |
| YETI | Buy | YETI HLDGS INC COM | $1,479,000 | +0.1% | 17,860 | +3.5% | 0.04% | -12.5% |
| MMM | Sell | 3M CO COM | $1,480,000 | -1.8% | 8,333 | -3.0% | 0.04% | -12.5% |
| D | Sell | DOMINION ENERGY INC COM | $1,464,000 | +4.7% | 18,641 | -2.6% | 0.04% | -5.4% |
| CHD | Sell | CHURCH & DWIGHT CO INC COM | $1,466,000 | +21.0% | 14,299 | -2.6% | 0.04% | +9.4% |
| TMUS | Sell | T-MOBILE US INC COM | $1,453,000 | -11.6% | 12,532 | -2.6% | 0.04% | -20.5% |
| ARE | Sell | ALEXANDRIA REAL ESTATE EQ IN COM | $1,418,000 | +12.7% | 6,362 | -3.3% | 0.03% | 0.0% |
| TFC | Sell | TRUIST FINL CORP COM | $1,430,000 | -3.2% | 24,424 | -3.0% | 0.03% | -15.0% |
| AON | Sell | AON PLC SHS CL A | $1,434,000 | +1.7% | 4,771 | -3.3% | 0.03% | -10.5% |
| BIIB | Sell | BIOGEN INC COM | $1,403,000 | -17.4% | 5,846 | -2.6% | 0.03% | -26.7% |
| TRV | Sell | TRAVELERS COMPANIES INC COM | $1,405,000 | -0.5% | 8,979 | -3.4% | 0.03% | -13.2% |
| GRMN | New | GARMIN LTD SHS | $1,382,000 | – | 10,148 | +100.0% | 0.03% | – |
| MKC | Sell | MCCORMICK & CO INC COM NON VTG | $1,390,000 | +16.1% | 14,387 | -2.6% | 0.03% | +3.1% |
| TDG | Sell | TRANSDIGM GROUP INC COM | $1,395,000 | -0.9% | 2,193 | -2.7% | 0.03% | -13.2% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW COM | $1,405,000 | +8.8% | 7,437 | -2.6% | 0.03% | -5.7% |
| PCAR | Sell | PACCAR INC COM | $1,354,000 | +8.1% | 15,340 | -3.4% | 0.03% | -5.9% |
| CL | Sell | COLGATE PALMOLIVE CO COM | $1,332,000 | +10.0% | 15,610 | -2.6% | 0.03% | 0.0% |
| BLL | Sell | BALL CORP COM | $1,331,000 | +4.2% | 13,824 | -2.6% | 0.03% | -5.9% |
| ECL | Sell | ECOLAB INC COM | $1,324,000 | +9.5% | 5,644 | -2.6% | 0.03% | 0.0% |
| WY | Sell | WEYERHAEUSER CO MTN BE COM NEW | $1,359,000 | +12.7% | 33,012 | -2.6% | 0.03% | 0.0% |
| AME | Sell | AMETEK INC COM | $1,332,000 | +15.4% | 9,059 | -2.6% | 0.03% | +3.2% |
| ZS | Sell | ZSCALER INC COM | $1,329,000 | +17.3% | 4,135 | -4.3% | 0.03% | +6.7% |
| ITW | Sell | ILLINOIS TOOL WKS INC COM | $1,285,000 | +16.3% | 5,207 | -2.6% | 0.03% | +3.3% |
| LPLA | Buy | LPL FINL HLDGS INC COM | $1,287,000 | +31.6% | 8,040 | +28.8% | 0.03% | +19.2% |
| EA | Sell | ELECTRONIC ARTS INC COM | $1,283,000 | -10.1% | 9,730 | -3.0% | 0.03% | -18.4% |
| EXC | Sell | EXELON CORP COM | $1,269,000 | +15.5% | 21,968 | -3.4% | 0.03% | +3.4% |
| GIS | Sell | GENERAL MLS INC COM | $1,265,000 | +9.7% | 18,767 | -2.6% | 0.03% | -3.2% |
| NTAP | Sell | NETAPP INC COM | $1,262,000 | -0.2% | 13,714 | -2.6% | 0.03% | -11.8% |
| WELL | Sell | WELLTOWER INC COM | $1,266,000 | +1.4% | 14,762 | -2.6% | 0.03% | -9.1% |
| NDAQ | Sell | NASDAQ INC COM | $1,199,000 | +5.9% | 5,710 | -2.6% | 0.03% | -3.3% |
| NEM | Sell | NEWMONT CORP COM | $1,211,000 | +11.3% | 19,521 | -2.6% | 0.03% | 0.0% |
| TOL | Sell | TOLL BROTHERS INC COM | $1,211,000 | +26.5% | 16,732 | -3.4% | 0.03% | +11.5% |
| AEP | Sell | AMERICAN ELEC PWR CO INC COM | $1,183,000 | +6.8% | 13,291 | -2.6% | 0.03% | -6.7% |
| ATVI | Sell | ACTIVISION BLIZZARD INC COM | $1,172,000 | -16.6% | 17,616 | -3.0% | 0.03% | -26.3% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. COM | $1,179,000 | +9.6% | 13,546 | +93.3% | 0.03% | -3.4% |
| CMS | Sell | CMS ENERGY CORP COM | $1,162,000 | +6.1% | 17,856 | -2.6% | 0.03% | -3.4% |
| DVN | Sell | DEVON ENERGY CORP NEW COM | $1,167,000 | +20.2% | 26,492 | -3.1% | 0.03% | +7.7% |
| ALL | Sell | ALLSTATE CORP COM | $1,175,000 | -10.0% | 9,990 | -2.6% | 0.03% | -20.0% |
| APD | Sell | AIR PRODS & CHEMS INC COM | $1,155,000 | +14.8% | 3,795 | -3.4% | 0.03% | 0.0% |
| TSN | Sell | TYSON FOODS INC CL A | $1,118,000 | +6.7% | 12,831 | -3.4% | 0.03% | -3.6% |
| SRE | Sell | SEMPRA COM | $1,145,000 | +1.9% | 8,655 | -2.6% | 0.03% | -10.0% |
| JLL | Sell | JONES LANG LASALLE INC COM | $1,152,000 | +5.0% | 4,277 | -3.3% | 0.03% | -6.9% |
| SPG | Sell | SIMON PPTY GROUP INC NEW COM | $1,131,000 | +19.7% | 7,082 | -2.6% | 0.03% | +8.0% |
| FDX | Sell | FEDEX CORP COM | $1,128,000 | +14.9% | 4,360 | -2.6% | 0.03% | +3.8% |
| CVNA | Sell | CARVANA CO CL A | $1,043,000 | -25.2% | 4,501 | -2.6% | 0.02% | -32.4% |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N SHS - A - | $1,038,000 | -4.3% | 11,259 | -2.6% | 0.02% | -13.8% |
| IRM | Sell | IRON MTN INC NEW COM | $1,040,000 | +17.4% | 19,869 | -2.6% | 0.02% | +4.2% |
| WMB | Sell | WILLIAMS COS INC COM | $1,048,000 | -2.2% | 40,239 | -2.6% | 0.02% | -13.8% |
| CE | Sell | CELANESE CORP DEL COM | $1,045,000 | +7.8% | 6,218 | -3.4% | 0.02% | -3.8% |
| ACGL | Sell | ARCH CAP GROUP LTD ORD | $1,024,000 | +13.4% | 23,034 | -2.6% | 0.02% | 0.0% |
| ALB | Sell | ALBEMARLE CORP COM | $1,025,000 | +2.6% | 4,385 | -3.9% | 0.02% | -11.1% |
| FTV | Sell | FORTIVE CORP COM | $1,018,000 | +5.3% | 13,349 | -2.6% | 0.02% | -7.7% |
| ABC | Sell | AMERISOURCEBERGEN CORP COM | $1,019,000 | +7.5% | 7,668 | -3.4% | 0.02% | -4.0% |
| COF | Sell | CAPITAL ONE FINL CORP COM | $962,000 | -12.9% | 6,631 | -2.8% | 0.02% | -23.3% |
| BDX | Sell | BECTON DICKINSON & CO COM | $980,000 | -0.5% | 3,895 | -2.8% | 0.02% | -11.5% |
| HSY | Sell | HERSHEY CO COM | $951,000 | +10.5% | 4,917 | -3.4% | 0.02% | 0.0% |
| TRU | Sell | TRANSUNION COM | $975,000 | +2.8% | 8,223 | -2.6% | 0.02% | -8.0% |
| EQR | Sell | EQUITY RESIDENTIAL SH BEN INT | $964,000 | +8.9% | 10,651 | -2.6% | 0.02% | -4.2% |
| GTLS | Sell | CHART INDS INC COM | $975,000 | -19.3% | 6,114 | -3.3% | 0.02% | -28.1% |
| DHI | Sell | D R HORTON INC COM | $952,000 | +24.8% | 8,782 | -3.4% | 0.02% | +15.0% |
| AIG | Sell | AMERICAN INTL GROUP INC COM NEW | $924,000 | +0.1% | 16,252 | -3.3% | 0.02% | -12.0% |
| PGNY | Sell | PROGYNY INC COM | $917,000 | -13.2% | 18,208 | -3.4% | 0.02% | -21.4% |
| WMG | Sell | WARNER MUSIC GROUP CORP COM CL A | $940,000 | -2.4% | 21,773 | -3.4% | 0.02% | -15.4% |
| GL | Sell | GLOBE LIFE INC COM | $878,000 | +1.7% | 9,371 | -3.4% | 0.02% | -8.7% |
| ROP | Sell | ROPER TECHNOLOGIES INC COM | $878,000 | +7.3% | 1,785 | -2.6% | 0.02% | -4.5% |
| TER | Sell | TERADYNE INC COM | $895,000 | +45.1% | 5,471 | -3.2% | 0.02% | +23.5% |
| OMC | Sell | OMNICOM GROUP INC COM | $887,000 | -1.4% | 12,102 | -2.6% | 0.02% | -12.5% |
| RNG | Sell | RINGCENTRAL INC CL A | $827,000 | -16.1% | 4,415 | -2.6% | 0.02% | -23.1% |
| SYY | Sell | SYSCO CORP COM | $828,000 | -2.4% | 10,546 | -2.3% | 0.02% | -13.0% |
| SLB | Sell | SCHLUMBERGER LTD COM STK | $827,000 | -0.5% | 27,599 | -1.6% | 0.02% | -9.1% |
| EQIX | Sell | EQUINIX INC COM | $785,000 | +3.6% | 928 | -3.2% | 0.02% | -5.0% |
| VMC | Sell | VULCAN MATLS CO COM | $778,000 | +19.9% | 3,747 | -2.3% | 0.02% | +11.8% |
| GNRC | New | GENERAC HLDGS INC COM | $784,000 | – | 2,228 | +100.0% | 0.02% | – |
| PH | Sell | PARKER-HANNIFIN CORP COM | $787,000 | -60.6% | 2,475 | -65.3% | 0.02% | -64.2% |
| PEAK | Sell | HEALTHPEAK PROPERTIES INC COM | $763,000 | +5.4% | 21,143 | -2.3% | 0.02% | -5.3% |
| OKTA | Sell | OKTA INC CL A | $729,000 | -7.0% | 3,253 | -1.6% | 0.02% | -19.0% |
| DOW | Sell | DOW INC COM | $724,000 | -3.1% | 12,766 | -1.6% | 0.02% | -15.0% |
| XEL | Sell | XCEL ENERGY INC COM | $691,000 | +5.8% | 10,204 | -2.3% | 0.02% | -5.9% |
| ELY | Sell | CALLAWAY GOLF CO COM | $681,000 | -1.4% | 24,825 | -0.7% | 0.02% | -11.1% |
| FRPT | Sell | FRESHPET INC COM | $659,000 | -34.2% | 6,914 | -1.6% | 0.02% | -40.7% |
| TTEK | New | TETRA TECH INC NEW COM | $670,000 | – | 3,948 | +100.0% | 0.02% | – |
| INFY | Sell | INFOSYS LTD SPONSORED ADR | $613,000 | +12.9% | 24,200 | -0.8% | 0.02% | 0.0% |
| TRUP | Sell | TRUPANION INC COM | $646,000 | +67.4% | 4,896 | -1.6% | 0.02% | +50.0% |
| LPRO | Sell | OPEN LENDING CORP COM CL A | $616,000 | -38.8% | 27,380 | -2.0% | 0.02% | -44.4% |
| AMRC | New | AMERESCO INC CL A | $611,000 | – | 7,497 | +100.0% | 0.02% | – |
| VLO | Sell | VALERO ENERGY CORP COM | $570,000 | +3.1% | 7,590 | -3.2% | 0.01% | -6.7% |
| PTC | Sell | PTC INC COM | $570,000 | +0.4% | 4,708 | -0.7% | 0.01% | -6.7% |
| VFC | Sell | V F CORP COM | $560,000 | +5.9% | 7,654 | -3.2% | 0.01% | -7.1% |
| IFF | Sell | INTERNATIONAL FLAVORS&FRAGRA COM | $557,000 | +9.0% | 3,698 | -3.2% | 0.01% | -7.1% |
| IBN | Sell | ICICI BANK LIMITED ADR | $546,000 | +4.0% | 27,600 | -0.7% | 0.01% | -7.1% |
| OXY | Sell | OCCIDENTAL PETE CORP COM | $531,000 | -5.0% | 18,329 | -3.1% | 0.01% | -13.3% |
| KMI | Sell | KINDER MORGAN INC DEL COM | $562,000 | -7.3% | 35,420 | -2.3% | 0.01% | -18.8% |
| IR | Sell | INGERSOLL RAND INC COM | $500,000 | +19.6% | 8,075 | -2.7% | 0.01% | +9.1% |
| LUV | Sell | SOUTHWEST AIRLS CO COM | $520,000 | -17.2% | 12,133 | -0.7% | 0.01% | -29.4% |
| VIAC | Sell | VIACOMCBS INC CL B | $505,000 | -24.2% | 16,742 | -0.7% | 0.01% | -33.3% |
| VTRS | Sell | VIATRIS INC COM | $499,000 | -1.8% | 36,884 | -1.6% | 0.01% | -14.3% |
| CTVA | Sell | CORTEVA INC COM | $518,000 | +10.7% | 10,958 | -1.5% | 0.01% | -7.7% |
| DOCU | Sell | DOCUSIGN INC COM | $492,000 | -42.7% | 3,231 | -3.2% | 0.01% | -47.8% |
| WDC | Sell | WESTERN DIGITAL CORP. COM | $515,000 | +13.9% | 7,894 | -1.5% | 0.01% | 0.0% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC COM | $461,000 | +9.2% | 8,837 | -1.5% | 0.01% | 0.0% |
| IP | Sell | INTERNATIONAL PAPER CO COM | $416,000 | -17.3% | 8,855 | -1.5% | 0.01% | -23.1% |
| LVS | Sell | LAS VEGAS SANDS CORP COM | $431,000 | +1.4% | 11,440 | -1.6% | 0.01% | -9.1% |
| CF | Sell | CF INDS HLDGS INC COM | $376,000 | +20.9% | 5,319 | -4.6% | 0.01% | +12.5% |
| HAL | Sell | HALLIBURTON CO COM | $335,000 | +2.4% | 14,644 | -3.1% | 0.01% | -11.1% |
| ARMK | Sell | ARAMARK COM | $316,000 | +10.1% | 8,577 | -1.7% | 0.01% | 0.0% |
| RGA | Sell | REINSURANCE GRP OF AMERICA I COM NEW | $329,000 | -4.4% | 3,004 | -2.9% | 0.01% | -11.1% |
| MET | Sell | METLIFE INC COM | $275,000 | -1.1% | 4,393 | -2.4% | 0.01% | 0.0% |
| HDB | New | HDFC BANK LTD SPONSORED ADS | $280,000 | – | 4,300 | +100.0% | 0.01% | – |
| KR | Sell | KROGER CO COM | $311,000 | +9.1% | 6,879 | -2.4% | 0.01% | -12.5% |
| SQ | New | BLOCK INC CL A | $251,000 | – | 1,555 | +100.0% | 0.01% | – |
| JACKSON FINANCIAL INC COM CL A | $75,000 | +59.6% | 1,796 | 0.0% | 0.00% | +100.0% | ||
| New | KYNDRYL HLDGS INC COMMON STOCK ADDED | $74,000 | – | 4,076 | +100.0% | 0.00% | – | |
| YUMC | Exit | YUM CHINA HLDGS INC COM | $0 | – | -4,900 | -100.0% | -0.01% | – |
| LW | Exit | LAMB WESTON HLDGS INC COM | $0 | – | -8,919 | -100.0% | -0.02% | – |
| MAS | Exit | MASCO CORP COM | $0 | – | -22,812 | -100.0% | -0.03% | – |
| ROST | Exit | ROSS STORES INC COM | $0 | – | -13,432 | -100.0% | -0.04% | – |
| ULTA | Exit | ULTA BEAUTY INC COM | $0 | – | -4,230 | -100.0% | -0.04% | – |
| LMT | Exit | LOCKHEED MARTIN CORP COM | $0 | – | -4,527 | -100.0% | -0.04% | – |
| EMB | Exit | ISHARES TR JPMORGAN USD EMG | $0 | – | -1,315,660 | -100.0% | -3.87% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-04
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.