$1.19 Million is the total value of SUMITOMO LIFE INSURANCE CO's 256 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 7.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR TR UNIT | $155,568 | +7.0% | 380,000 | 0.0% | 13.09% | +22.2% | |
| TIP | Buy | ISHARES TR TIPS BD ETF | $144,371 | +269.3% | 1,309,485 | +256.5% | 12.15% | +321.5% |
| VWO | New | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | $115,714 | – | 2,864,206 | +100.0% | 9.74% | – |
| EMB | Buy | ISHARES TR JPMORGAN USD EMG | $74,005 | +38.8% | 857,726 | +36.1% | 6.23% | +58.4% |
| BKLN | Buy | INVESCO EXCH TRADED FD TR II SR LN ETF | $51,079 | +54.5% | 2,455,716 | +52.5% | 4.30% | +76.3% |
| AAPL | Sell | APPLE INC COM | $40,188 | +25.8% | 243,709 | -0.9% | 3.38% | +43.6% |
| VNQ | New | VANGUARD INDEX FDS REAL ESTATE ETF | $34,323 | – | 413,331 | +100.0% | 2.89% | – |
| MSFT | Sell | MICROSOFT CORP COM | $34,116 | +19.7% | 118,335 | -0.4% | 2.87% | +36.6% |
| GSG | Buy | ISHARES S&P GSCI COMMODITY- UNIT BEN INT | $31,713 | +71.0% | 1,576,208 | +80.4% | 2.67% | +95.2% |
| NVDA | Sell | NVIDIA CORPORATION COM | $15,068 | +88.8% | 54,248 | -0.7% | 1.27% | +115.6% |
| AMZN | Sell | AMAZON COM INC COM | $12,946 | +22.1% | 125,333 | -0.7% | 1.09% | +39.3% |
| GOOGL | Sell | ALPHABET INC CAP STK CL A | $12,382 | +16.8% | 119,369 | -0.6% | 1.04% | +33.4% |
| GOOG | Buy | ALPHABET INC CAP STK CL C | $9,631 | +19.0% | 92,605 | +1.6% | 0.81% | +35.9% |
| UNH | Buy | UNITEDHEALTH GROUP INC COM | $8,428 | -9.8% | 17,833 | +1.2% | 0.71% | +2.9% |
| V | Sell | VISA INC COM CL A | $8,000 | +7.8% | 35,485 | -0.6% | 0.67% | +23.0% |
| FB | Buy | META PLATFORMS INC CL A | $7,773 | +91.4% | 36,675 | +8.7% | 0.65% | +118.7% |
| JPM | Sell | JPMORGAN CHASE & CO COM | $7,560 | -4.3% | 58,015 | -1.5% | 0.64% | +9.3% |
| TSLA | Sell | TESLA INC COM | $7,127 | +67.2% | 34,353 | -0.7% | 0.60% | +91.1% |
| LLY | Buy | LILLY ELI & CO COM | $7,063 | -5.5% | 20,566 | +0.6% | 0.59% | +7.8% |
| HD | Sell | HOME DEPOT INC COM | $6,208 | -7.1% | 21,034 | -0.6% | 0.52% | +5.9% |
| CVX | Sell | CHEVRON CORP NEW COM | $6,041 | -9.8% | 37,023 | -0.7% | 0.51% | +2.8% |
| XOM | Sell | EXXON MOBIL CORP COM | $5,862 | -1.3% | 53,458 | -0.7% | 0.49% | +12.6% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC COM | $5,608 | +2.1% | 9,730 | -2.4% | 0.47% | +16.5% |
| JNJ | Sell | JOHNSON & JOHNSON COM | $5,417 | -12.9% | 34,946 | -0.7% | 0.46% | -0.4% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEW | $4,996 | -0.8% | 16,180 | -0.7% | 0.42% | +13.2% |
| COST | Buy | COSTCO WHSL CORP NEW COM | $4,854 | +13.9% | 9,770 | +4.6% | 0.41% | +29.9% |
| MA | Buy | MASTERCARD INCORPORATED CL A | $4,774 | +16.4% | 13,137 | +11.4% | 0.40% | +33.1% |
| ACN | Sell | ACCENTURE PLC IRELAND SHS CLASS A | $4,740 | +6.5% | 16,583 | -0.6% | 0.40% | +21.6% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED COM | $4,649 | +13.8% | 12,064 | -0.6% | 0.39% | +29.9% |
| PG | Sell | PROCTER AND GAMBLE CO COM | $4,594 | -2.6% | 30,899 | -0.7% | 0.39% | +11.2% |
| AVGO | Sell | BROADCOM INC COM | $4,549 | +13.9% | 7,090 | -0.7% | 0.38% | +30.3% |
| ABBV | Sell | ABBVIE INC COM | $4,557 | -2.1% | 28,595 | -0.7% | 0.38% | +11.7% |
| NKE | Buy | NIKE INC CL B | $4,268 | +53.9% | 34,800 | +46.9% | 0.36% | +76.0% |
| PEP | Sell | PEPSICO INC COM | $4,126 | -1.3% | 22,631 | -2.2% | 0.35% | +12.7% |
| SNPS | Sell | SYNOPSYS INC COM | $4,111 | +20.3% | 10,643 | -0.6% | 0.35% | +37.3% |
| MCD | Buy | MCDONALDS CORP COM | $3,969 | +15.7% | 14,195 | +9.1% | 0.33% | +32.0% |
| TXN | Sell | TEXAS INSTRS INC COM | $3,889 | +11.8% | 20,905 | -0.7% | 0.33% | +27.2% |
| MRK | Sell | MERCK & CO INC COM | $3,803 | -22.5% | 35,747 | -19.2% | 0.32% | -11.6% |
| INTU | Sell | INTUIT COM | $3,672 | +13.9% | 8,237 | -0.6% | 0.31% | +29.8% |
| UPS | Sell | UNITED PARCEL SERVICE INC CL B | $3,595 | +10.9% | 18,531 | -0.6% | 0.30% | +26.4% |
| NEE | Sell | NEXTERA ENERGY INC COM | $3,589 | -15.3% | 46,558 | -8.2% | 0.30% | -3.2% |
| AXP | Sell | AMERICAN EXPRESS CO COM | $3,541 | +10.9% | 21,466 | -0.6% | 0.30% | +26.8% |
| SYK | Sell | STRYKER CORPORATION COM | $3,471 | +9.1% | 12,160 | -6.6% | 0.29% | +24.3% |
| BKNG | Buy | BOOKING HOLDINGS INC COM | $3,432 | +34.2% | 1,294 | +2.0% | 0.29% | +52.9% |
| COP | Buy | CONOCOPHILLIPS COM | $3,362 | +9.2% | 33,890 | +29.9% | 0.28% | +24.7% |
| UNP | Sell | UNION PAC CORP COM | $3,351 | -3.4% | 16,649 | -0.7% | 0.28% | +10.2% |
| ADI | Sell | ANALOG DEVICES INC COM | $3,332 | +19.5% | 16,895 | -0.6% | 0.28% | +35.9% |
| EOG | Sell | EOG RES INC COM | $3,313 | -33.3% | 28,904 | -24.7% | 0.28% | -23.8% |
| KO | Sell | COCA COLA CO COM | $3,305 | -3.2% | 53,280 | -0.7% | 0.28% | +10.3% |
| BAC | Sell | BANK AMERICA CORP COM | $3,082 | -44.5% | 107,751 | -35.7% | 0.26% | -36.7% |
| CTAS | Sell | CINTAS CORP COM | $2,960 | +1.8% | 6,398 | -0.6% | 0.25% | +16.4% |
| ROK | Buy | ROCKWELL AUTOMATION INC COM | $2,933 | +52.0% | 9,996 | +33.5% | 0.25% | +73.9% |
| NOW | Sell | SERVICENOW INC COM | $2,929 | +19.0% | 6,303 | -0.6% | 0.25% | +35.9% |
| CRM | Sell | SALESFORCE INC COM | $2,910 | +49.5% | 14,567 | -0.7% | 0.24% | +71.3% |
| PFE | Sell | PFIZER INC COM | $2,917 | -20.9% | 71,495 | -0.7% | 0.24% | -9.9% |
| DIS | Sell | DISNEY WALT CO COM | $2,917 | +14.4% | 29,131 | -0.7% | 0.24% | +30.3% |
| FTNT | Sell | FORTINET INC COM | $2,729 | +35.3% | 41,063 | -0.5% | 0.23% | +54.4% |
| ISRG | Sell | INTUITIVE SURGICAL INC COM NEW | $2,717 | -4.3% | 10,634 | -0.6% | 0.23% | +9.6% |
| ZTS | Sell | ZOETIS INC CL A | $2,725 | +12.9% | 16,370 | -0.6% | 0.23% | +28.7% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO COM | $2,645 | -4.4% | 38,159 | -0.7% | 0.22% | +9.3% |
| ABNB | Buy | AIRBNB INC COM CL A | $2,625 | +155.4% | 21,100 | +75.5% | 0.22% | +190.8% |
| LOW | Sell | LOWES COS INC COM | $2,588 | -0.3% | 12,942 | -0.7% | 0.22% | +14.1% |
| LULU | Buy | LULULEMON ATHLETICA INC COM | $2,592 | +50.6% | 7,117 | +32.5% | 0.22% | +71.7% |
| DHR | Sell | DANAHER CORPORATION COM | $2,585 | -5.7% | 10,256 | -0.7% | 0.22% | +7.4% |
| CSCO | Sell | CISCO SYS INC COM | $2,569 | +8.9% | 49,147 | -0.7% | 0.22% | +24.1% |
| WMT | Sell | WALMART INC COM | $2,563 | +3.3% | 17,379 | -0.7% | 0.22% | +18.0% |
| AMD | Sell | ADVANCED MICRO DEVICES INC COM | $2,545 | +50.2% | 25,963 | -0.7% | 0.21% | +71.2% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN COM | $2,524 | -7.5% | 11,336 | -0.7% | 0.21% | +5.5% |
| MMC | Sell | MARSH & MCLENNAN COS INC COM | $2,488 | -0.3% | 14,936 | -0.9% | 0.21% | +13.6% |
| SPGI | Sell | S&P GLOBAL INC COM | $2,469 | +2.3% | 7,160 | -0.6% | 0.21% | +16.9% |
| ANSS | Sell | ANSYS INC COM | $2,423 | +36.7% | 7,282 | -0.7% | 0.20% | +55.7% |
| KEYS | Sell | KEYSIGHT TECHNOLOGIES INC COM | $2,412 | -6.1% | 14,938 | -0.6% | 0.20% | +7.4% |
| EL | Sell | LAUDER ESTEE COS INC CL A | $2,414 | -1.2% | 9,794 | -0.6% | 0.20% | +12.8% |
| QCOM | Sell | QUALCOMM INC COM | $2,376 | +15.2% | 18,624 | -0.7% | 0.20% | +31.6% |
| IDXX | Sell | IDEXX LABS INC COM | $2,340 | +21.9% | 4,680 | -0.6% | 0.20% | +38.7% |
| MDLZ | Sell | MONDELEZ INTL INC CL A | $2,304 | +3.8% | 33,048 | -0.7% | 0.19% | +18.3% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP COM | $2,288 | -3.7% | 23,363 | -0.7% | 0.19% | +10.3% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC COM | $2,277 | -0.3% | 2,682 | -0.9% | 0.19% | +14.3% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS COM | $2,266 | -7.6% | 17,285 | -0.7% | 0.19% | +5.5% |
| TT | Buy | TRANE TECHNOLOGIES PLC SHS | $2,258 | +68.6% | 12,272 | +54.1% | 0.19% | +91.9% |
| ORCL | Sell | ORACLE CORP COM | $2,261 | +12.9% | 24,329 | -0.7% | 0.19% | +28.4% |
| CMCSA | Sell | COMCAST CORP NEW CL A | $2,243 | +7.6% | 59,170 | -0.7% | 0.19% | +22.7% |
| ETN | Sell | EATON CORP PLC SHS | $2,236 | +8.3% | 13,052 | -0.7% | 0.19% | +23.7% |
| CAT | Sell | CATERPILLAR INC COM | $2,203 | -5.2% | 9,625 | -0.7% | 0.18% | +8.2% |
| WFC | Buy | WELLS FARGO CO NEW COM | $2,169 | +32.4% | 58,022 | +46.3% | 0.18% | +50.4% |
| TJX | Sell | TJX COS INC NEW COM | $2,148 | -2.3% | 27,413 | -0.7% | 0.18% | +11.7% |
| AVY | Sell | AVERY DENNISON CORP COM | $2,099 | -1.7% | 11,730 | -0.6% | 0.18% | +12.7% |
| PYPL | Sell | PAYPAL HLDGS INC COM | $2,097 | +6.0% | 27,613 | -0.6% | 0.18% | +20.5% |
| IQV | Sell | IQVIA HLDGS INC COM | $2,065 | -3.5% | 10,382 | -0.5% | 0.17% | +10.1% |
| EW | Sell | EDWARDS LIFESCIENCES CORP COM | $2,057 | +10.2% | 24,861 | -0.6% | 0.17% | +25.4% |
| VZ | Sell | VERIZON COMMUNICATIONS INC COM | $2,055 | -2.0% | 52,854 | -0.7% | 0.17% | +11.6% |
| MDT | Sell | MEDTRONIC PLC SHS | $2,028 | +3.0% | 25,149 | -0.7% | 0.17% | +17.9% |
| REGN | Sell | REGENERON PHARMACEUTICALS COM | $2,007 | +13.1% | 2,442 | -0.7% | 0.17% | +29.0% |
| INTC | Sell | INTEL CORP COM | $1,974 | +22.7% | 60,421 | -0.7% | 0.17% | +39.5% |
| BA | Sell | BOEING CO COM | $1,957 | +10.7% | 9,214 | -0.7% | 0.16% | +26.9% |
| GILD | Sell | GILEAD SCIENCES INC COM | $1,956 | -4.1% | 23,571 | -0.7% | 0.16% | +10.0% |
| MS | Sell | MORGAN STANLEY COM NEW | $1,929 | +2.5% | 21,970 | -0.7% | 0.16% | +16.5% |
| CI | THE CIGNA GROUP COM | $1,908 | -22.9% | 7,468 | 0.0% | 0.16% | -11.5% | |
| MSCI | Sell | MSCI INC COM | $1,903 | +14.9% | 3,400 | -4.5% | 0.16% | +31.1% |
| AMGN | Sell | AMGEN INC COM | $1,897 | -8.7% | 7,849 | -0.7% | 0.16% | +4.6% |
| WM | Sell | WASTE MGMT INC DEL COM | $1,894 | +3.2% | 11,607 | -0.7% | 0.16% | +17.8% |
| CRWD | Buy | CROWDSTRIKE HLDGS INC CL A | $1,867 | +147.0% | 13,603 | +89.4% | 0.16% | +180.4% |
| TW | Sell | TRADEWEB MKTS INC CL A | $1,853 | +21.0% | 23,454 | -0.6% | 0.16% | +38.1% |
| TGT | Sell | TARGET CORP COM | $1,839 | +10.3% | 11,103 | -0.7% | 0.16% | +26.0% |
| SHW | Sell | SHERWIN WILLIAMS CO COM | $1,835 | -5.9% | 8,162 | -0.7% | 0.15% | +6.9% |
| C | Sell | CITIGROUP INC COM NEW | $1,816 | +2.9% | 38,729 | -0.7% | 0.15% | +17.7% |
| HCA | Sell | HCA HEALTHCARE INC COM | $1,810 | +9.1% | 6,863 | -0.7% | 0.15% | +24.6% |
| ABT | Sell | ABBOTT LABS COM | $1,779 | -8.4% | 17,568 | -0.7% | 0.15% | +4.9% |
| CSX | Sell | CSX CORP COM | $1,788 | -4.0% | 59,705 | -0.7% | 0.15% | +9.5% |
| CSGP | Sell | COSTAR GROUP INC COM | $1,756 | -11.4% | 25,499 | -0.6% | 0.15% | +1.4% |
| CVS | Sell | CVS HEALTH CORP COM | $1,749 | -20.9% | 23,539 | -0.7% | 0.15% | -9.8% |
| SO | Sell | SOUTHERN CO COM | $1,708 | -3.3% | 24,543 | -0.7% | 0.14% | +10.8% |
| PM | Sell | PHILIP MORRIS INTL INC COM | $1,700 | -4.6% | 17,476 | -0.7% | 0.14% | +9.2% |
| ARES | Sell | ARES MANAGEMENT CORPORATION CL A COM STK | $1,672 | +21.0% | 20,033 | -0.8% | 0.14% | +38.2% |
| WSC | Buy | WILLSCOT MOBIL MINI HLDNG CO COM CL A | $1,670 | +92.2% | 35,616 | +85.1% | 0.14% | +120.3% |
| BLK | Sell | BLACKROCK INC COM | $1,667 | -6.3% | 2,492 | -0.7% | 0.14% | +6.9% |
| CME | Sell | CME GROUP INC COM | $1,640 | +13.0% | 8,565 | -0.7% | 0.14% | +29.0% |
| DE | Sell | DEERE & CO COM | $1,629 | -39.1% | 3,945 | -36.8% | 0.14% | -30.5% |
| WELL | Sell | WELLTOWER INC COM | $1,602 | +8.6% | 22,344 | -0.7% | 0.14% | +23.9% |
| AMT | Sell | AMERICAN TOWER CORP NEW COM | $1,592 | -4.2% | 7,789 | -0.7% | 0.13% | +8.9% |
| TMUS | Sell | T-MOBILE US INC COM | $1,576 | +2.7% | 10,881 | -0.7% | 0.13% | +17.7% |
| EQIX | Sell | EQUINIX INC COM | $1,586 | +9.1% | 2,199 | -0.9% | 0.13% | +24.3% |
| CB | Sell | CHUBB LIMITED COM | $1,584 | -12.6% | 8,155 | -0.7% | 0.13% | -0.7% |
| ANTM | ELEVANCE HEALTH INC COM | $1,578 | -10.3% | 3,431 | 0.0% | 0.13% | +2.3% | |
| VRTX | New | VERTEX PHARMACEUTICALS INC COM | $1,567 | – | 4,973 | +100.0% | 0.13% | – |
| GS | Sell | GOLDMAN SACHS GROUP INC COM | $1,574 | -5.7% | 4,811 | -1.0% | 0.13% | +7.3% |
| HON | Sell | HONEYWELL INTL INC COM | $1,504 | -11.5% | 7,872 | -0.7% | 0.13% | +1.6% |
| ENPH | Sell | ENPHASE ENERGY INC COM | $1,490 | -21.4% | 7,088 | -0.9% | 0.12% | -10.7% |
| CCK | Sell | CROWN HLDGS INC COM | $1,491 | -0.3% | 18,032 | -0.9% | 0.12% | +13.6% |
| PSA | Sell | PUBLIC STORAGE COM | $1,480 | +7.1% | 4,897 | -0.7% | 0.12% | +22.5% |
| PCAR | Buy | PACCAR INC COM | $1,481 | +10.1% | 20,231 | +48.9% | 0.12% | +26.3% |
| LPLA | Sell | LPL FINL HLDGS INC COM | $1,475 | -7.1% | 7,289 | -0.7% | 0.12% | +6.0% |
| MAR | Sell | MARRIOTT INTL INC NEW CL A | $1,461 | +10.3% | 8,799 | -1.0% | 0.12% | +25.5% |
| PRU | PRUDENTIAL FINL INC COM | $1,462 | -16.8% | 17,670 | 0.0% | 0.12% | -5.4% | |
| BIIB | Sell | BIOGEN INC COM | $1,423 | -0.6% | 5,118 | -1.0% | 0.12% | +13.2% |
| NFLX | Sell | NETFLIX INC COM | $1,424 | +16.1% | 4,123 | -0.9% | 0.12% | +33.3% |
| TDG | Sell | TRANSDIGM GROUP INC COM | $1,414 | +15.8% | 1,919 | -1.0% | 0.12% | +32.2% |
| GIS | Sell | GENERAL MLS INC COM | $1,406 | +1.2% | 16,450 | -0.7% | 0.12% | +15.7% |
| T | Sell | AT&T INC COM | $1,388 | +3.8% | 72,106 | -0.7% | 0.12% | +18.2% |
| COO | Sell | COOPER COS INC COM NEW | $1,377 | +11.8% | 3,689 | -1.0% | 0.12% | +27.5% |
| ACGL | Sell | ARCH CAP GROUP LTD ORD | $1,364 | +7.0% | 20,095 | -1.0% | 0.12% | +22.3% |
| SQ | Buy | BLOCK INC CL A | $1,358 | +113.5% | 19,780 | +95.6% | 0.11% | +142.6% |
| TRV | Sell | TRAVELERS COMPANIES INC COM | $1,349 | -9.5% | 7,871 | -1.0% | 0.11% | +3.6% |
| DD | Sell | DUPONT DE NEMOURS INC COM | $1,347 | +3.5% | 18,765 | -1.0% | 0.11% | +17.7% |
| SHLS | Sell | SHOALS TECHNOLOGIES GROUP IN CL A | $1,335 | -8.3% | 58,557 | -0.8% | 0.11% | +4.7% |
| NUE | Sell | NUCOR CORP COM | $1,328 | -29.5% | 8,600 | -39.8% | 0.11% | -19.4% |
| AON | Sell | AON PLC SHS CL A | $1,322 | +3.9% | 4,194 | -1.0% | 0.11% | +18.1% |
| Sell | GENERAL ELECTRIC CO COM NEW | $1,321 | +13.0% | 13,814 | -1.0% | 0.11% | +29.1% | |
| APTV | Sell | APTIV PLC SHS | $1,279 | +19.5% | 11,400 | -0.8% | 0.11% | +36.7% |
| SBUX | Sell | STARBUCKS CORP COM | $1,277 | -32.8% | 12,267 | -35.9% | 0.11% | -23.6% |
| DOV | Sell | DOVER CORP COM | $1,257 | +11.0% | 8,276 | -1.0% | 0.11% | +27.7% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN COM | $1,258 | +0.9% | 20,145 | -1.0% | 0.11% | +15.2% |
| MO | Sell | ALTRIA GROUP INC COM | $1,249 | -3.3% | 27,981 | -1.0% | 0.10% | +10.5% |
| CCI | Sell | CROWN CASTLE INC COM | $1,236 | -2.3% | 9,233 | -1.0% | 0.10% | +11.8% |
| BSX | Sell | BOSTON SCIENTIFIC CORP COM | $1,231 | +7.0% | 24,598 | -1.0% | 0.10% | +22.4% |
| DUK | Sell | DUKE ENERGY CORP NEW COM NEW | $1,207 | -7.2% | 12,507 | -1.0% | 0.10% | +6.2% |
| DVN | Sell | DEVON ENERGY CORP NEW COM | $1,159 | -18.6% | 22,901 | -1.0% | 0.10% | -6.7% |
| A | Sell | AGILENT TECHNOLOGIES INC COM | $1,168 | -8.5% | 8,446 | -1.0% | 0.10% | +4.3% |
| SLB | Sell | SCHLUMBERGER LTD COM STK | $1,170 | -9.0% | 23,819 | -1.0% | 0.10% | +3.2% |
| AME | Sell | AMETEK INC COM | $1,150 | +3.0% | 7,912 | -1.0% | 0.10% | +18.3% |
| TRMB | Sell | TRIMBLE INC COM | $1,155 | +2.8% | 22,035 | -0.8% | 0.10% | +16.9% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC N CL A | $1,149 | +4.4% | 3,214 | -1.0% | 0.10% | +19.8% |
| DFS | Sell | DISCOVER FINL SVCS COM | $1,137 | +0.1% | 11,499 | -1.0% | 0.10% | +14.3% |
| SRE | Sell | SEMPRA COM | $1,142 | -3.2% | 7,558 | -1.0% | 0.10% | +10.3% |
| WWE | Sell | WORLD WRESTLING ENTMT INC CL A | $1,134 | +31.9% | 12,427 | -1.0% | 0.10% | +50.8% |
| DDOG | Sell | DATADOG INC CL A COM | $1,123 | -2.2% | 15,462 | -1.0% | 0.09% | +10.6% |
| ITW | Sell | ILLINOIS TOOL WKS INC COM | $1,112 | +9.4% | 4,566 | -1.0% | 0.09% | +25.3% |
| CHD | Sell | CHURCH & DWIGHT CO INC COM | $1,106 | +8.6% | 12,505 | -1.0% | 0.09% | +24.0% |
| HSY | Sell | HERSHEY CO COM | $1,097 | +8.7% | 4,313 | -1.0% | 0.09% | +24.3% |
| ABC | Sell | AMERISOURCEBERGEN CORP COM | $1,075 | -4.4% | 6,715 | -1.0% | 0.09% | +8.4% |
| GM | Sell | GENERAL MTRS CO COM | $1,073 | +7.8% | 29,265 | -1.0% | 0.09% | +23.3% |
| AEP | Sell | AMERICAN ELEC PWR CO INC COM | $1,055 | -5.1% | 11,594 | -1.0% | 0.09% | +8.5% |
| WMB | Sell | WILLIAMS COS INC COM | $1,048 | -10.2% | 35,098 | -1.0% | 0.09% | +2.3% |
| MKC | Sell | MCCORMICK & CO INC COM NON VTG | $1,047 | -0.6% | 12,579 | -1.0% | 0.09% | +12.8% |
| CL | Sell | COLGATE PALMOLIVE CO COM | $1,025 | -5.6% | 13,644 | -1.0% | 0.09% | +7.5% |
| SCHW | Sell | SCHWAB CHARLES CORP COM | $1,022 | -57.9% | 19,517 | -33.1% | 0.09% | -52.0% |
| EA | Sell | ELECTRONIC ARTS INC COM | $1,028 | -2.5% | 8,537 | -1.0% | 0.09% | +10.3% |
| PNC | Sell | PNC FINL SVCS GROUP INC COM | $1,017 | -20.4% | 8,003 | -1.0% | 0.09% | -8.5% |
| OMC | Sell | OMNICOM GROUP INC COM | $998 | +14.6% | 10,574 | -1.0% | 0.08% | +31.2% |
| OXY | Sell | OCCIDENTAL PETE CORP COM | $997 | -1.9% | 15,971 | -1.0% | 0.08% | +12.0% |
| NSC | Sell | NORFOLK SOUTHN CORP COM | $969 | -14.9% | 4,572 | -1.0% | 0.08% | -2.4% |
| DG | Sell | DOLLAR GEN CORP NEW COM | $977 | -53.9% | 4,644 | -46.0% | 0.08% | -47.4% |
| DAR | New | DARLING INGREDIENTS INC COM | $971 | – | 16,634 | +100.0% | 0.08% | – |
| CMS | Sell | CMS ENERGY CORP COM | $962 | -4.1% | 15,672 | -1.0% | 0.08% | +9.5% |
| ALL | Sell | ALLSTATE CORP COM | $968 | -19.1% | 8,736 | -1.0% | 0.08% | -8.0% |
| APD | Sell | AIR PRODS & CHEMS INC COM | $954 | -7.7% | 3,321 | -1.0% | 0.08% | +5.3% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW COM | $950 | -4.9% | 6,487 | -1.0% | 0.08% | +8.1% |
| VLO | Sell | VALERO ENERGY CORP COM | $932 | +9.0% | 6,673 | -1.0% | 0.08% | +23.8% |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N SHS - A - | $924 | +12.0% | 9,840 | -1.0% | 0.08% | +27.9% |
| USB | Sell | US BANCORP DEL COM NEW | $918 | -18.2% | 25,458 | -1.0% | 0.08% | -7.2% |
| D | Sell | DOMINION ENERGY INC COM | $903 | -9.7% | 16,144 | -1.0% | 0.08% | +2.7% |
| GRMN | Sell | GARMIN LTD SHS | $903 | +8.1% | 8,952 | -1.0% | 0.08% | +22.6% |
| GL | Sell | GLOBE LIFE INC COM | $908 | -9.7% | 8,257 | -1.0% | 0.08% | +2.7% |
| DLR | Sell | DIGITAL RLTY TR INC COM | $890 | -2.9% | 9,049 | -1.0% | 0.08% | +10.3% |
| FDX | Sell | FEDEX CORP COM | $874 | +30.4% | 3,824 | -1.1% | 0.07% | +51.0% |
| WY | Sell | WEYERHAEUSER CO MTN BE COM NEW | $869 | -3.9% | 28,852 | -1.0% | 0.07% | +9.0% |
| MU | Sell | MICRON TECHNOLOGY INC COM | $872 | +19.5% | 14,449 | -1.0% | 0.07% | +35.2% |
| ENTG | Sell | ENTEGRIS INC COM | $857 | -21.7% | 10,447 | -37.4% | 0.07% | -11.1% |
| BDX | Sell | BECTON DICKINSON & CO COM | $848 | -3.6% | 3,427 | -1.0% | 0.07% | +9.2% |
| ALB | Sell | ALBEMARLE CORP COM | $842 | +1.0% | 3,808 | -1.0% | 0.07% | +16.4% |
| NEM | Sell | NEWMONT CORP COM | $837 | +2.8% | 17,070 | -1.0% | 0.07% | +16.7% |
| ECL | Sell | ECOLAB INC COM | $817 | +12.7% | 4,933 | -1.0% | 0.07% | +30.2% |
| NDAQ | Sell | NASDAQ INC COM | $819 | -11.7% | 14,980 | -1.0% | 0.07% | +1.5% |
| POOL | New | POOL CORP COM | $823 | – | 2,402 | +100.0% | 0.07% | – |
| EXC | Sell | EXELON CORP COM | $810 | -4.1% | 19,345 | -1.0% | 0.07% | +9.7% |
| YETI | Sell | YETI HLDGS INC COM | $793 | -4.0% | 19,836 | -0.8% | 0.07% | +9.8% |
| FTV | Sell | FORTIVE CORP COM | $795 | +5.0% | 11,662 | -1.0% | 0.07% | +19.6% |
| MMM | Sell | 3M CO COM | $767 | -13.2% | 7,296 | -1.0% | 0.06% | 0.0% |
| TREX | Sell | TREX CO INC COM | $747 | +14.0% | 15,349 | -0.8% | 0.06% | +31.2% |
| DHI | Sell | D R HORTON INC COM | $753 | +8.3% | 7,713 | -1.1% | 0.06% | +23.5% |
| TFC | Sell | TRUIST FINL CORP COM | $734 | -21.6% | 21,539 | -1.0% | 0.06% | -10.1% |
| MTCH | Sell | MATCH GROUP INC NEW COM | $729 | -8.3% | 19,000 | -0.8% | 0.06% | +3.4% |
| HWM | New | HOWMET AEROSPACE INC COM | $727 | – | 17,155 | +100.0% | 0.06% | – |
| PH | Sell | PARKER-HANNIFIN CORP COM | $729 | +14.1% | 2,170 | -1.1% | 0.06% | +29.8% |
| AIG | Sell | AMERICAN INTL GROUP INC COM NEW | $710 | -21.2% | 14,107 | -1.0% | 0.06% | -9.1% |
| SYY | Sell | SYSCO CORP COM | $712 | 0.0% | 9,214 | -1.0% | 0.06% | +15.4% |
| BAH | Sell | BOOZ ALLEN HAMILTON HLDG COR CL A | $717 | -12.2% | 7,738 | -1.0% | 0.06% | 0.0% |
| ARE | Sell | ALEXANDRIA REAL ESTATE EQ IN COM | $704 | -14.7% | 5,605 | -1.0% | 0.06% | -3.3% |
| SPG | Sell | SIMON PPTY GROUP INC NEW COM | $693 | -5.6% | 6,188 | -1.0% | 0.06% | +7.4% |
| BLL | Sell | BALL CORP COM | $666 | +6.6% | 12,083 | -1.1% | 0.06% | +21.7% |
| TSN | Sell | TYSON FOODS INC CL A | $666 | -5.7% | 11,224 | -1.0% | 0.06% | +7.7% |
| WMG | Sell | WARNER MUSIC GROUP CORP COM CL A | $629 | -5.7% | 18,847 | -1.1% | 0.05% | +8.2% |
| SWK | Sell | STANLEY BLACK & DECKER INC COM | $624 | +5.6% | 7,738 | -1.7% | 0.05% | +20.5% |
| CE | Sell | CELANESE CORP DEL COM | $618 | +4.7% | 5,680 | -1.6% | 0.05% | +18.2% |
| DOW | Sell | DOW INC COM | $606 | +6.9% | 11,052 | -1.7% | 0.05% | +21.4% |
| XEL | Sell | XCEL ENERGY INC COM | $596 | -4.9% | 8,842 | -1.1% | 0.05% | +8.7% |
| COF | Sell | CAPITAL ONE FINL CORP COM | $554 | +1.7% | 5,766 | -1.7% | 0.05% | +17.5% |
| CTVA | Sell | CORTEVA INC COM | $564 | +1.4% | 9,345 | -1.1% | 0.05% | +14.6% |
| EQR | Sell | EQUITY RESIDENTIAL SH BEN INT | $558 | +0.5% | 9,299 | -1.1% | 0.05% | +14.6% |
| Sell | GXO LOGISTICS INCORPORATED COMMON STOCK | $543 | +16.8% | 10,762 | -1.3% | 0.05% | +35.3% | |
| KMI | Sell | KINDER MORGAN INC DEL COM | $541 | -4.2% | 30,893 | -1.1% | 0.05% | +9.5% |
| VMC | Sell | VULCAN MATLS CO COM | $547 | -3.9% | 3,190 | -1.9% | 0.05% | +9.5% |
| ZI | Sell | ZOOMINFO TECHNOLOGIES INC COMMON STOCK | $538 | -39.1% | 21,763 | -25.9% | 0.04% | -30.8% |
| CONSTELLATION ENERGY CORP COM | $524 | -8.9% | 6,672 | 0.0% | 0.04% | +4.8% | ||
| TTEK | Sell | TETRA TECH INC NEW COM | $528 | 0.0% | 3,591 | -1.2% | 0.04% | +12.8% |
| TER | Sell | TERADYNE INC COM | $510 | +21.7% | 4,744 | -1.1% | 0.04% | +38.7% |
| PGNY | Sell | PROGYNY INC COM | $513 | +2.0% | 15,973 | -1.0% | 0.04% | +16.2% |
| ELY | Sell | TOPGOLF CALLAWAY BRANDS CORP COM | $462 | +8.5% | 21,350 | -1.1% | 0.04% | +25.8% |
| ZS | Sell | ZSCALER INC COM | $425 | +3.2% | 3,639 | -1.1% | 0.04% | +20.0% |
| IR | INGERSOLL RAND INC COM | $416 | +11.5% | 7,148 | 0.0% | 0.04% | +25.0% | |
| PEAK | HEALTHPEAK PROPERTIES INC COM | $404 | -12.4% | 18,406 | 0.0% | 0.03% | 0.0% | |
| HAL | Sell | HALLIBURTON CO COM | $402 | -20.6% | 12,702 | -1.3% | 0.03% | -8.1% |
| New | GE HEALTHCARE TECHNOLOGIES I COMMON STOCK | $382 | – | 4,651 | +100.0% | 0.03% | – | |
| RGA | REINSURANCE GRP OF AMERICA I COM NEW | $367 | -6.6% | 2,763 | 0.0% | 0.03% | +6.9% | |
| VIAC | PARAMOUNT GLOBAL CLASS B COM | $348 | +31.8% | 15,616 | 0.0% | 0.03% | +52.6% | |
| LUV | SOUTHWEST AIRLS CO COM | $343 | -3.4% | 10,554 | 0.0% | 0.03% | +11.5% | |
| CF | CF INDS HLDGS INC COM | $328 | -15.0% | 4,529 | 0.0% | 0.03% | 0.0% | |
| VTRS | VIATRIS INC COM | $335 | -13.4% | 34,772 | 0.0% | 0.03% | -3.4% | |
| IFF | INTERNATIONAL FLAVORS&FRAGRA COM | $326 | -12.4% | 3,544 | 0.0% | 0.03% | 0.0% | |
| KR | KROGER CO COM | $314 | +10.6% | 6,361 | 0.0% | 0.03% | +23.8% | |
| IP | INTERNATIONAL PAPER CO COM | $298 | +4.2% | 8,252 | 0.0% | 0.02% | +19.0% | |
| WARNER BROS DISCOVERY INC COM SER A | $283 | +59.0% | 18,751 | 0.0% | 0.02% | +84.6% | ||
| WBA | WALGREENS BOOTS ALLIANCE INC COM | $280 | -7.6% | 8,097 | 0.0% | 0.02% | +9.1% | |
| WDC | WESTERN DIGITAL CORP. COM | $277 | +19.4% | 7,356 | 0.0% | 0.02% | +35.3% | |
| MET | METLIFE INC COM | $236 | -19.7% | 4,066 | 0.0% | 0.02% | -9.1% | |
| VFC | V F CORP COM | $162 | -17.3% | 7,087 | 0.0% | 0.01% | 0.0% | |
| IBN | Exit | ICICI BANK LIMITED ADR | $0 | – | -10,900 | -100.0% | -0.02% | – |
| FRPT | Exit | FRESHPET INC COM | $0 | – | -6,124 | -100.0% | -0.02% | – |
| AMRC | Exit | AMERESCO INC CL A | $0 | – | -6,666 | -100.0% | -0.03% | – |
| PTC | Exit | PTC INC COM | $0 | – | -4,112 | -100.0% | -0.04% | – |
| JLL | Exit | JONES LANG LASALLE INC COM | $0 | – | -3,786 | -100.0% | -0.04% | – |
| RJF | Exit | RAYMOND JAMES FINL INC COM | $0 | – | -6,183 | -100.0% | -0.05% | – |
| GTLS | Exit | CHART INDS INC COM | $0 | – | -6,731 | -100.0% | -0.06% | – |
| SIVB | Exit | SVB FINANCIAL GROUP COM | $0 | – | -3,791 | -100.0% | -0.06% | – |
| FRC | Exit | FIRST REP BK SAN FRANCISCO C COM | $0 | – | -8,311 | -100.0% | -0.08% | – |
| FIS | Exit | FIDELITY NATL INFORMATION SV COM | $0 | – | -15,978 | -100.0% | -0.08% | – |
| LH | Exit | LABORATORY CORP AMER HLDGS COM NEW | $0 | – | -4,762 | -100.0% | -0.08% | – |
| LAD | Exit | LITHIA MTRS INC COM | $0 | – | -5,628 | -100.0% | -0.08% | – |
| VYM | Exit | VANGUARD WHITEHALL FDS HIGH DIV YLD | $0 | – | -4,796,786 | -100.0% | -38.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-27
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.