$4.04 Billion is the total value of SUMITOMO LIFE INSURANCE CO's 271 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES CORE S&P500 ETF | $2,571,432,000 | -1.4% | 5,667,817 | +3.7% | 63.61% | +2.5% |
| SPY | New | SPDR S&P 500 ETF TR TR UNIT | $171,623,000 | – | 380,000 | +100.0% | 4.25% | – |
| BKLN | Buy | INVESCO EXCH TRADED FD TR II SR LN ETF | $62,312,000 | +3.8% | 2,862,300 | +5.3% | 1.54% | +7.9% |
| JPM | Buy | JPMORGAN CHASE & CO COM | $8,592,000 | +5.2% | 63,029 | +22.2% | 0.21% | +9.8% |
| AMD | Buy | ADVANCED MICRO DEVICES INC COM | $3,241,000 | +75.0% | 29,637 | +130.3% | 0.08% | +81.8% |
| EW | Buy | EDWARDS LIFESCIENCES CORP COM | $3,003,000 | -8.5% | 25,512 | +0.7% | 0.07% | -5.1% |
| DE | Buy | DEERE & CO COM | $2,868,000 | +28.8% | 6,904 | +6.3% | 0.07% | +34.0% |
| FTNT | Buy | FORTINET INC COM | $2,765,000 | -2.9% | 8,092 | +2.1% | 0.07% | 0.0% |
| SIVB | Buy | SVB FINANCIAL GROUP COM | $2,110,000 | -13.7% | 3,771 | +4.6% | 0.05% | -10.3% |
| MTCH | Buy | MATCH GROUP INC NEW COM | $2,060,000 | -15.6% | 18,948 | +2.6% | 0.05% | -12.1% |
| ENPH | Buy | ENPHASE ENERGY INC COM | $1,974,000 | +13.0% | 9,784 | +2.5% | 0.05% | +16.7% |
| SQ | Buy | BLOCK INC CL A | $1,343,000 | +435.1% | 9,903 | +536.8% | 0.03% | +450.0% |
| LPRO | Buy | OPEN LENDING CORP COM CL A | $1,191,000 | +93.3% | 62,974 | +130.0% | 0.03% | +93.3% |
| New | CONSTELLATION ENERGY CORP COM | $412,000 | – | 7,322 | +100.0% | 0.01% | – | |
| SHLS | New | SHOALS TECHNOLOGIES GROUP IN CL A | $113,000 | – | 6,641 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-27
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.