$3.85 Billion is the total value of SUMITOMO LIFE INSURANCE CO's 263 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 4.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS HIGH DIV YLD | $1,610,342,444 | -4.7% | 15,133,322 | 0.0% | 41.81% | -20.4% | |
| SCHD | Buy | SCHWAB STRATEGIC TR US DIVIDEND EQ | $471,351,933 | +106.4% | 6,320,000 | +110.7% | 12.24% | +72.3% |
| IVV | New | ISHARES CORE S&P500 ETF | $266,629,595 | – | 555,000 | +100.0% | 6.92% | – |
| VWO | Buy | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | $175,935,532 | +263.8% | 4,212,007 | +258.0% | 4.57% | +203.9% |
| TIP | Buy | ISHARES TR TIPS BD ETF | $137,554,939 | +102.3% | 1,280,653 | +102.5% | 3.57% | +68.9% |
| EMB | Sell | ISHARES TR JPMORGAN USD EMG | $70,212,058 | -69.1% | 783,005 | -69.3% | 1.82% | -74.2% |
| BKLN | Buy | INVESCO EXCH TRADED FD TR II SR LN ETF | $63,687,218 | +1.7% | 3,011,216 | +1.9% | 1.65% | -15.1% |
| MSFT | Buy | MICROSOFT CORP COM | $60,782,203 | +31.2% | 147,474 | +19.7% | 1.58% | +9.5% |
| VNQ | Buy | VANGUARD INDEX FDS REAL ESTATE ETF | $48,128,714 | +136.2% | 556,530 | +141.3% | 1.25% | +97.0% |
| NVDA | Buy | NVIDIA CORPORATION COM | $46,874,363 | +79.8% | 57,062 | +8.4% | 1.22% | +50.1% |
| GSG | New | ISHARES S&P GSCI COMMODITY- UNIT BEN INT | $46,642,054 | – | 2,114,327 | +100.0% | 1.21% | – |
| AAPL | Sell | APPLE INC COM | $33,620,296 | -25.8% | 195,187 | -17.1% | 0.87% | -38.0% |
| AMZN | Buy | AMAZON COM INC COM | $30,051,985 | +43.8% | 175,523 | +27.6% | 0.78% | +20.0% |
| VOO | Sell | VANGUARD INDEX FDS S&P 500 ETF SHS | $26,297,006 | -29.0% | 61,900 | -27.0% | 0.68% | -40.7% |
| GOOGL | Buy | ALPHABET INC CAP STK CL A | $26,122,826 | +65.4% | 173,569 | +53.5% | 0.68% | +38.1% |
| FB | Buy | META PLATFORMS INC CL A | $24,121,256 | +91.2% | 49,537 | +39.0% | 0.63% | +59.7% |
| SCHP | Buy | SCHWAB STRATEGIC TR US TIPS ETF | $23,738,942 | +44.0% | 457,800 | +45.0% | 0.62% | +20.1% |
| IEMG | Sell | ISHARES INC CORE MSCI EMKT | $23,384,388 | -31.7% | 476,200 | -29.7% | 0.61% | -43.0% |
| LLY | Buy | ELI LILLY & CO COM | $18,114,673 | +45.0% | 24,503 | +14.4% | 0.47% | +21.1% |
| FEZ | Sell | SPDR INDEX SHS FDS EURO STOXX 50 | $15,518,262 | -28.2% | 344,800 | -23.7% | 0.40% | -40.0% |
| USHY | Sell | ISHARES TR BROAD USD HIGH | $15,483,911 | -51.9% | 439,400 | -50.4% | 0.40% | -59.8% |
| VWOB | Sell | VANGUARD WHITEHALL FDS EM MK GOV BD ETF | $14,728,241 | -51.9% | 238,700 | -50.3% | 0.38% | -59.9% |
| UNH | Buy | UNITEDHEALTH GROUP INC COM | $12,452,022 | +22.6% | 24,502 | +27.0% | 0.32% | +2.2% |
| MA | Buy | MASTERCARD INCORPORATED CL A | $11,940,535 | +40.5% | 26,618 | +33.6% | 0.31% | +17.4% |
| USRT | Buy | ISHARES TR CRE U S REIT ETF | $11,862,736 | +123.0% | 225,200 | +129.8% | 0.31% | +86.7% |
| GOOG | Sell | ALPHABET INC CAP STK CL C | $11,832,886 | +4.2% | 77,715 | -3.5% | 0.31% | -13.0% |
| PG | Buy | PROCTER AND GAMBLE CO COM | $11,218,011 | +48.0% | 71,765 | +38.7% | 0.29% | +23.3% |
| ADBE | Buy | ADOBE INC COM | $11,042,220 | +14.8% | 20,499 | +27.1% | 0.29% | -4.0% |
| NOW | Buy | SERVICENOW INC COM | $10,770,212 | +44.3% | 14,606 | +38.3% | 0.28% | +20.7% |
| IFRA | Buy | ISHARES TR US INFRASTRUC | $10,550,859 | +14.4% | 273,000 | +19.2% | 0.27% | -4.5% |
| JPM | Sell | JPMORGAN CHASE & CO COM | $10,467,077 | +14.1% | 52,257 | -3.1% | 0.27% | -4.6% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC COM | $9,708,904 | +35.5% | 17,690 | +31.0% | 0.25% | +13.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC COM | $9,539,053 | +188.2% | 53,131 | +136.6% | 0.25% | +140.8% |
| V | Sell | VISA INC COM CL A | $8,567,198 | +0.5% | 30,698 | -6.2% | 0.22% | -16.2% |
| CRWD | Buy | CROWDSTRIKE HLDGS INC CL A | $8,468,825 | +142.1% | 27,272 | +99.1% | 0.22% | +101.8% |
| COST | Buy | COSTCO WHSL CORP NEW COM | $7,767,364 | +4.9% | 11,304 | +0.8% | 0.20% | -12.2% |
| SPGI | Buy | S&P GLOBAL INC COM | $7,793,292 | +22.4% | 18,869 | +30.5% | 0.20% | +2.0% |
| AVGO | Sell | BROADCOM INC COM | $7,743,045 | +14.4% | 5,842 | -3.7% | 0.20% | -4.3% |
| HD | Sell | HOME DEPOT INC COM | $7,114,629 | +4.4% | 18,547 | -5.7% | 0.18% | -12.7% |
| BSX | Buy | BOSTON SCIENTIFIC CORP COM | $6,840,333 | +70.8% | 111,268 | +60.7% | 0.18% | +43.5% |
| ISRG | Buy | INTUITIVE SURGICAL INC COM NEW | $6,845,986 | +97.0% | 17,420 | +69.1% | 0.18% | +64.8% |
| NFLX | Buy | NETFLIX INC COM | $6,704,928 | +31.9% | 12,904 | +23.6% | 0.17% | +10.1% |
| ABNB | Buy | AIRBNB INC COM CL A | $6,716,586 | +144.1% | 42,638 | +111.0% | 0.17% | +102.3% |
| ZTS | Buy | ZOETIS INC CL A | $6,405,745 | +18.6% | 37,040 | +35.3% | 0.17% | -1.2% |
| NEE | Buy | NEXTERA ENERGY INC COM | $6,176,065 | +49.5% | 103,397 | +52.0% | 0.16% | +25.0% |
| NKE | Buy | NIKE INC CL B | $6,000,100 | -0.2% | 60,001 | +8.4% | 0.16% | -16.6% |
| WM | Buy | WASTE MGMT INC DEL COM | $5,738,482 | +22.6% | 29,959 | +14.6% | 0.15% | +2.1% |
| ACN | Sell | ACCENTURE PLC IRELAND SHS CLASS A | $5,335,714 | -3.9% | 15,394 | -2.8% | 0.14% | -19.7% |
| CME | Buy | CME GROUP INC COM | $5,269,583 | +237.1% | 24,344 | +228.0% | 0.14% | +179.6% |
| ETN | Sell | EATON CORP PLC SHS | $5,125,763 | +26.0% | 16,393 | -3.0% | 0.13% | +5.6% |
| XOM | Sell | EXXON MOBIL CORP COM | $5,121,186 | +12.0% | 44,057 | -3.7% | 0.13% | -6.3% |
| INTU | Sell | INTUIT COM | $5,085,600 | +1.3% | 7,824 | -2.6% | 0.13% | -15.4% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEW | $4,952,044 | +0.3% | 11,776 | -14.9% | 0.13% | -16.2% |
| SNPS | Sell | SYNOPSYS INC COM | $4,980,051 | +8.0% | 8,714 | -2.7% | 0.13% | -9.8% |
| TSLA | Sell | TESLA INC COM | $4,976,966 | -46.9% | 28,312 | -24.9% | 0.13% | -55.7% |
| KLAC | New | KLA CORP COM NEW | $4,879,100 | – | 7,200 | +100.0% | 0.13% | – |
| CVX | Sell | CHEVRON CORP NEW COM | $4,812,963 | +1.9% | 30,512 | -3.7% | 0.12% | -15.0% |
| MCD | Sell | MCDONALDS CORP COM | $4,588,172 | -7.9% | 16,273 | -3.1% | 0.12% | -23.2% |
| TT | Sell | TRANE TECHNOLOGIES PLC SHS | $4,547,430 | +19.7% | 15,148 | -2.8% | 0.12% | 0.0% |
| AXP | Sell | AMERICAN EXPRESS CO COM | $4,437,678 | +18.0% | 19,490 | -2.9% | 0.12% | -1.7% |
| BKNG | Sell | BOOKING HOLDINGS INC COM | $4,346,200 | -0.5% | 1,198 | -2.8% | 0.11% | -16.9% |
| ABBV | Sell | ABBVIE INC COM | $4,291,187 | +13.2% | 23,565 | -3.7% | 0.11% | -5.9% |
| BAC | Buy | BANK AMERICA CORP COM | $3,989,146 | +22.3% | 105,199 | +8.6% | 0.10% | +3.0% |
| SYK | Sell | STRYKER CORPORATION COM | $4,016,017 | +16.2% | 11,222 | -2.8% | 0.10% | -3.7% |
| UBER | Buy | UBER TECHNOLOGIES INC COM | $3,985,366 | +23.8% | 68,800 | +31.5% | 0.10% | +3.0% |
| MRK | Sell | MERCK & CO INC COM | $3,886,587 | +16.6% | 29,455 | -3.7% | 0.10% | -2.9% |
| JNJ | Sell | JOHNSON & JOHNSON COM | $3,850,503 | -17.8% | 24,341 | -18.6% | 0.10% | -31.5% |
| COP | Sell | CONOCOPHILLIPS COM | $3,776,652 | +6.1% | 29,672 | -3.3% | 0.10% | -11.7% |
| TTEK | Buy | TETRA TECH INC NEW COM | $3,691,993 | +44.4% | 21,444 | +40.0% | 0.10% | +21.5% |
| PEP | Buy | PEPSICO INC COM | $3,699,361 | +7.8% | 21,138 | +4.6% | 0.10% | -10.3% |
| CRM | Sell | SALESFORCE INC COM | $3,615,666 | +10.3% | 12,005 | -3.7% | 0.09% | -7.8% |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC COM | $3,434,458 | +65.9% | 12,600 | +65.8% | 0.09% | +39.1% |
| MNST | New | MONSTER BEVERAGE CORP NEW COM | $3,401,845 | – | 58,900 | +100.0% | 0.09% | – |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC COM | $3,217,841 | -0.2% | 7,698 | -2.8% | 0.08% | -16.0% |
| EOG | Sell | EOG RES INC COM | $3,193,699 | +2.5% | 24,982 | -3.0% | 0.08% | -14.4% |
| ADI | Sell | ANALOG DEVICES INC COM | $3,111,830 | -3.2% | 15,733 | -2.8% | 0.08% | -19.0% |
| FTNT | Sell | FORTINET INC COM | $2,975,379 | +14.2% | 43,557 | -2.2% | 0.08% | -4.9% |
| DIS | Sell | DISNEY WALT CO COM | $2,937,619 | +30.5% | 24,008 | -3.7% | 0.08% | +8.6% |
| CAT | Sell | CATERPILLAR INC COM | $2,938,769 | +19.4% | 8,020 | -3.7% | 0.08% | -1.3% |
| MMC | Sell | MARSH & MCLENNAN COS INC COM | $2,873,627 | +5.7% | 13,951 | -2.8% | 0.08% | -11.8% |
| ARES | Sell | ARES MANAGEMENT CORPORATION | $2,873,166 | +9.3% | 21,606 | -2.2% | 0.08% | -8.5% |
| ORCL | Sell | ORACLE CORP COM | $2,850,468 | +14.6% | 22,693 | -3.8% | 0.07% | -3.9% |
| ROK | Sell | ROCKWELL AUTOMATION INC COM | $2,827,066 | -8.5% | 9,704 | -2.5% | 0.07% | -24.0% |
| PH | Buy | PARKER-HANNIFIN CORP COM | $2,802,849 | +26.1% | 5,043 | +4.5% | 0.07% | +5.8% |
| WFC | Sell | WELLS FARGO CO NEW COM | $2,769,677 | +13.4% | 47,786 | -3.7% | 0.07% | -5.3% |
| TRMB | Sell | TRIMBLE INC COM | $2,758,663 | +17.5% | 42,863 | -2.9% | 0.07% | -1.4% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS COM | $2,720,225 | +12.5% | 14,245 | -3.7% | 0.07% | -5.3% |
| KO | Sell | COCA COLA CO COM | $2,686,414 | +0.0% | 43,910 | -3.7% | 0.07% | -16.7% |
| WDAY | Sell | WORKDAY INC CL A | $2,694,497 | -4.0% | 9,879 | -2.9% | 0.07% | -19.5% |
| WMT | Buy | WALMART INC COM | $2,631,114 | +12.2% | 43,728 | +194.1% | 0.07% | -6.8% |
| AVY | Sell | AVERY DENNISON CORP COM | $2,608,676 | +7.8% | 11,685 | -2.4% | 0.07% | -9.3% |
| QCOM | Sell | QUALCOMM INC COM | $2,598,586 | +12.8% | 15,349 | -3.7% | 0.07% | -6.9% |
| BAH | Buy | BOOZ ALLEN HAMILTON HLDG COR CL A | $2,569,496 | +28.5% | 17,310 | +10.8% | 0.07% | +8.1% |
| LULU | Sell | LULULEMON ATHLETICA INC COM | $2,537,662 | -29.2% | 6,496 | -7.3% | 0.07% | -40.5% |
| IDXX | Sell | IDEXX LABS INC COM | $2,484,758 | -5.1% | 4,602 | -2.5% | 0.06% | -19.8% |
| PAYX | New | PAYCHEX INC COM | $2,461,296 | – | 20,200 | +100.0% | 0.06% | – |
| MSCI | Sell | MSCI INC COM | $2,466,540 | -3.7% | 4,401 | -2.8% | 0.06% | -20.0% |
| IQV | Sell | IQVIA HLDGS INC COM | $2,437,607 | -1.2% | 9,639 | -9.6% | 0.06% | -18.2% |
| TW | Sell | TRADEWEB MKTS INC CL A | $2,445,495 | +11.8% | 23,476 | -2.4% | 0.06% | -7.4% |
| TXN | Sell | TEXAS INSTRS INC COM | $2,370,301 | -1.7% | 13,606 | -3.8% | 0.06% | -17.3% |
| KEYS | Sell | KEYSIGHT TECHNOLOGIES INC COM | $2,359,774 | -4.6% | 15,090 | -3.0% | 0.06% | -20.8% |
| SHW | Sell | SHERWIN WILLIAMS CO COM | $2,361,497 | +7.3% | 6,799 | -3.7% | 0.06% | -10.3% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN COM | $2,333,071 | +3.3% | 9,342 | -3.7% | 0.06% | -12.9% |
| EW | Sell | EDWARDS LIFESCIENCES CORP COM | $2,294,873 | +22.0% | 24,015 | -2.6% | 0.06% | +3.4% |
| TJX | Sell | TJX COS INC NEW COM | $2,316,331 | +4.1% | 22,839 | -3.7% | 0.06% | -13.0% |
| UNP | Sell | UNION PAC CORP COM | $2,241,160 | -3.5% | 9,113 | -3.7% | 0.06% | -19.4% |
| Sell | LINDE PLC SHS | $2,221,307 | +8.6% | 4,784 | -3.9% | 0.06% | -9.4% | |
| INTC | Sell | INTEL CORP COM | $2,220,779 | -15.4% | 50,278 | -3.8% | 0.06% | -29.3% |
| CSGP | Sell | COSTAR GROUP INC COM | $2,239,574 | +7.4% | 23,184 | -2.9% | 0.06% | -10.8% |
| ACGL | Sell | ARCH CAP GROUP LTD ORD | $2,201,551 | +19.6% | 23,816 | -3.9% | 0.06% | 0.0% |
| TREX | Sell | TREX CO INC COM | $2,209,762 | +17.5% | 22,153 | -2.5% | 0.06% | -1.7% |
| CTAS | Sell | CINTAS CORP COM | $2,178,572 | -18.7% | 3,171 | -28.7% | 0.06% | -31.3% |
| WSC | Sell | WILLSCOT MOBIL MINI HLDNG CO COM CL A | $2,190,104 | +1.6% | 47,099 | -2.7% | 0.06% | -14.9% |
| CMCSA | Sell | COMCAST CORP NEW CL A | $2,134,424 | -4.9% | 49,237 | -3.8% | 0.06% | -21.4% |
| DHR | Sell | DANAHER CORPORATION COM | $2,107,887 | +3.8% | 8,441 | -3.8% | 0.06% | -12.7% |
| ANSS | Sell | ANSYS INC COM | $2,135,381 | -18.2% | 6,151 | -14.5% | 0.06% | -32.1% |
| LPLA | Sell | LPL FINL HLDGS INC COM | $2,109,109 | +13.4% | 7,983 | -2.3% | 0.06% | -5.2% |
| PCAR | Sell | PACCAR INC COM | $2,066,609 | +22.1% | 16,681 | -3.8% | 0.05% | +1.9% |
| C | Sell | CITIGROUP INC COM NEW | $2,040,059 | +18.3% | 32,259 | -3.8% | 0.05% | -1.9% |
| CSCO | Sell | CISCO SYS INC COM | $2,019,009 | -5.0% | 40,453 | -3.8% | 0.05% | -21.2% |
| UPS | Sell | UNITED PARCEL SERVICE INC CL B | $1,993,574 | -9.1% | 13,413 | -3.8% | 0.05% | -23.5% |
| POOL | Buy | POOL CORP COM | $1,978,764 | +11.5% | 4,904 | +10.2% | 0.05% | -7.3% |
| TDG | Sell | TRANSDIGM GROUP INC COM | $1,952,086 | +17.2% | 1,585 | -3.7% | 0.05% | -1.9% |
| Sell | GENERAL ELECTRIC CO COM NEW | $1,980,856 | +31.7% | 11,285 | -4.2% | 0.05% | +8.5% | |
| LOW | Sell | LOWES COS INC COM | $1,944,864 | +10.1% | 7,635 | -3.8% | 0.05% | -9.1% |
| MDLZ | Sell | MONDELEZ INTL INC CL A | $1,924,860 | -7.0% | 27,498 | -3.8% | 0.05% | -21.9% |
| RTX | Sell | RTX CORPORATION COM | $1,898,031 | +11.5% | 19,461 | -3.8% | 0.05% | -7.5% |
| HCA | Sell | HCA HEALTHCARE INC COM | $1,904,123 | +18.5% | 5,709 | -3.8% | 0.05% | -2.0% |
| PM | Sell | PHILIP MORRIS INTL INC COM | $1,901,023 | -6.3% | 20,749 | -3.8% | 0.05% | -22.2% |
| REGN | Sell | REGENERON PHARMACEUTICALS COM | $1,898,030 | +5.4% | 1,972 | -3.9% | 0.05% | -12.5% |
| CSX | Sell | CSX CORP COM | $1,841,638 | +2.9% | 49,680 | -3.8% | 0.05% | -14.3% |
| AMGN | Sell | AMGEN INC COM | $1,857,178 | -5.1% | 6,532 | -3.9% | 0.05% | -21.3% |
| MAR | Sell | MARRIOTT INTL INC NEW CL A | $1,854,226 | +7.6% | 7,349 | -3.8% | 0.05% | -11.1% |
| VZ | Sell | VERIZON COMMUNICATIONS INC COM | $1,827,274 | +7.1% | 43,548 | -3.8% | 0.05% | -11.3% |
| MDT | Sell | MEDTRONIC PLC SHS | $1,805,748 | +1.8% | 20,720 | -3.8% | 0.05% | -14.5% |
| CB | Sell | CHUBB LIMITED COM | $1,759,493 | +10.3% | 6,790 | -3.8% | 0.05% | -8.0% |
| BLK | Sell | BLACKROCK INC COM | $1,729,094 | -1.2% | 2,074 | -3.8% | 0.04% | -16.7% |
| MS | Sell | MORGAN STANLEY COM NEW | $1,723,222 | -2.8% | 18,301 | -3.8% | 0.04% | -18.2% |
| WELL | Sell | WELLTOWER INC COM | $1,718,362 | -0.3% | 18,390 | -3.8% | 0.04% | -16.7% |
| GS | Sell | GOLDMAN SACHS GROUP INC COM | $1,678,278 | +4.2% | 4,018 | -3.8% | 0.04% | -12.0% |
| TGT | Sell | TARGET CORP COM | $1,640,787 | +19.7% | 9,259 | -3.8% | 0.04% | 0.0% |
| ABT | Sell | ABBOTT LABS COM | $1,661,368 | -0.7% | 14,617 | -3.8% | 0.04% | -17.3% |
| PFE | Sell | PFIZER INC COM | $1,634,669 | -7.3% | 58,907 | -3.8% | 0.04% | -23.6% |
| DDOG | Sell | DATADOG INC CL A COM | $1,577,878 | -2.0% | 12,766 | -3.8% | 0.04% | -18.0% |
| CVS | Sell | CVS HEALTH CORP COM | $1,545,350 | -2.8% | 19,375 | -3.8% | 0.04% | -18.4% |
| CI | Sell | THE CIGNA GROUP COM | $1,503,607 | +16.2% | 4,140 | -4.2% | 0.04% | -2.5% |
| EQIX | Sell | EQUINIX INC COM | $1,487,245 | -1.8% | 1,802 | -4.2% | 0.04% | -17.0% |
| TRV | Sell | TRAVELERS COMPANIES INC COM | $1,499,822 | +16.3% | 6,517 | -3.8% | 0.04% | -2.5% |
| TMUS | Sell | T-MOBILE US INC COM | $1,471,265 | -2.5% | 9,014 | -4.2% | 0.04% | -19.1% |
| ZS | Sell | ZSCALER INC COM | $1,452,238 | -16.7% | 7,539 | -4.2% | 0.04% | -29.6% |
| BA | Sell | BOEING CO COM | $1,473,093 | -29.1% | 7,633 | -4.2% | 0.04% | -41.5% |
| SO | Sell | SOUTHERN CO COM | $1,458,618 | -2.0% | 20,332 | -4.2% | 0.04% | -17.4% |
| APTV | Sell | APTIV PLC SHS | $1,435,134 | -39.4% | 18,018 | -31.7% | 0.04% | -50.0% |
| GILD | Sell | GILEAD SCIENCES INC COM | $1,431,598 | -13.4% | 19,544 | -4.2% | 0.04% | -27.5% |
| ECL | Buy | ECOLAB INC COM | $1,415,648 | +68.6% | 6,131 | +44.9% | 0.04% | +42.3% |
| MU | Sell | MICRON TECHNOLOGY INC COM | $1,391,691 | +32.3% | 11,805 | -4.2% | 0.04% | +9.1% |
| NUE | Sell | NUCOR CORP COM | $1,399,747 | +8.9% | 7,073 | -4.2% | 0.04% | -10.0% |
| ABC | Sell | CENCORA INC COM | $1,343,492 | +13.3% | 5,529 | -4.2% | 0.04% | -5.4% |
| HON | Sell | HONEYWELL INTL INC COM | $1,338,230 | -6.3% | 6,520 | -4.2% | 0.04% | -20.5% |
| YETI | Sell | YETI HLDGS INC COM | $1,345,819 | -27.0% | 34,911 | -2.0% | 0.04% | -38.6% |
| LECO | Sell | LINCOLN ELEC HLDGS INC COM | $1,357,664 | +12.5% | 5,315 | -4.2% | 0.04% | -7.9% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO COM | $1,354,177 | +1.2% | 24,971 | -4.2% | 0.04% | -16.7% |
| DE | Sell | DEERE & CO COM | $1,327,512 | -1.6% | 3,232 | -4.2% | 0.03% | -19.0% |
| New | COOPER COS INC COM | $1,264,597 | – | 12,464 | +100.0% | 0.03% | – | |
| ANTM | Sell | ELEVANCE HEALTH INC COM | $1,281,831 | +5.3% | 2,472 | -4.3% | 0.03% | -13.2% |
| AMT | Sell | AMERICAN TOWER CORP NEW COM | $1,276,036 | -12.4% | 6,458 | -4.2% | 0.03% | -26.7% |
| ALL | Sell | ALLSTATE CORP COM | $1,241,347 | +18.4% | 7,175 | -4.2% | 0.03% | -3.0% |
| DFS | Sell | DISCOVER FINL SVCS COM | $1,237,752 | +11.7% | 9,442 | -4.2% | 0.03% | -5.9% |
| AME | Sell | AMETEK INC COM | $1,192,691 | +6.2% | 6,521 | -4.2% | 0.03% | -11.4% |
| DD | Sell | DUPONT DE NEMOURS INC COM | $1,184,705 | -4.5% | 15,452 | -4.2% | 0.03% | -20.5% |
| ENTG | Sell | ENTEGRIS INC COM | $1,199,087 | +12.3% | 8,532 | -4.2% | 0.03% | -6.1% |
| DOV | Sell | DOVER CORP COM | $1,207,904 | +10.4% | 6,817 | -4.2% | 0.03% | -8.8% |
| PSA | Sell | PUBLIC STORAGE COM | $1,177,934 | -8.9% | 4,061 | -4.2% | 0.03% | -22.5% |
| SCHW | Sell | SCHWAB CHARLES CORP COM | $1,161,708 | +0.7% | 16,059 | -4.2% | 0.03% | -16.7% |
| AON | Sell | AON PLC SHS CL A | $1,150,667 | +9.9% | 3,448 | -4.2% | 0.03% | -9.1% |
| Sell | GXO LOGISTICS INCORPORATED | $1,100,682 | -15.9% | 20,474 | -4.3% | 0.03% | -29.3% | |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN COM | $1,108,081 | +4.6% | 16,593 | -4.2% | 0.03% | -12.1% |
| GM | Sell | GENERAL MTRS CO COM | $1,102,640 | +21.9% | 24,314 | -3.4% | 0.03% | +3.6% |
| WMB | Sell | WILLIAMS COS INC COM | $1,126,389 | +7.2% | 28,904 | -4.2% | 0.03% | -12.1% |
| GRMN | Sell | GARMIN LTD SHS | $1,096,874 | +11.9% | 7,368 | -3.4% | 0.03% | -6.7% |
| PNC | Sell | PNC FINL SVCS GROUP INC COM | $1,075,610 | -0.0% | 6,656 | -4.2% | 0.03% | -15.2% |
| DLR | Sell | DIGITAL RLTY TR INC COM | $1,070,217 | +2.5% | 7,430 | -4.2% | 0.03% | -12.5% |
| SLB | Sell | SCHLUMBERGER LTD COM | $1,074,495 | +0.9% | 19,604 | -4.2% | 0.03% | -15.2% |
| T | Sell | AT&T INC COM | $1,047,534 | +0.5% | 59,519 | -4.2% | 0.03% | -15.6% |
| DHI | Sell | D R HORTON INC COM | $1,052,133 | +4.6% | 6,394 | -3.4% | 0.03% | -12.9% |
| DUK | Sell | DUKE ENERGY CORP NEW COM NEW | $1,007,041 | -4.5% | 10,413 | -4.2% | 0.03% | -21.2% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC COM | $996,801 | +14.8% | 883 | -3.4% | 0.03% | -3.7% |
| CL | Sell | COLGATE PALMOLIVE CO COM | $1,019,096 | +9.1% | 11,317 | -3.4% | 0.03% | -10.3% |
| MO | Sell | ALTRIA GROUP INC COM | $1,006,226 | +3.6% | 23,068 | -4.2% | 0.03% | -13.3% |
| CCK | Sell | CROWN HLDGS INC COM | $1,016,272 | -17.6% | 12,822 | -4.2% | 0.03% | -31.6% |
| A | Sell | AGILENT TECHNOLOGIES INC COM | $1,019,443 | +1.1% | 7,006 | -3.4% | 0.03% | -16.1% |
| ITW | Sell | ILLINOIS TOOL WKS INC COM | $1,002,481 | -1.9% | 3,736 | -4.2% | 0.03% | -18.8% |
| Sell | CONSTELLATION ENERGY CORP COM | $985,066 | +49.8% | 5,329 | -5.3% | 0.03% | +30.0% | |
| PRU | Sell | PRUDENTIAL FINL INC COM | $955,988 | +9.3% | 8,143 | -3.4% | 0.02% | -7.4% |
| NSC | Sell | NORFOLK SOUTHN CORP COM | $964,938 | +4.1% | 3,786 | -3.4% | 0.02% | -13.8% |
| GIS | Sell | GENERAL MLS INC COM | $952,432 | +3.7% | 13,612 | -3.4% | 0.02% | -13.8% |
| HWM | Sell | HOWMET AEROSPACE INC COM | $965,342 | +20.8% | 14,107 | -4.5% | 0.02% | 0.0% |
| DVN | Sell | DEVON ENERGY CORP NEW COM | $953,069 | +7.0% | 18,993 | -3.4% | 0.02% | -10.7% |
| EA | Sell | ELECTRONIC ARTS INC COM | $930,813 | -7.1% | 7,016 | -4.2% | 0.02% | -22.6% |
| BIIB | Sell | BIOGEN INC COM | $906,724 | -20.2% | 4,205 | -4.2% | 0.02% | -31.4% |
| FDX | Sell | FEDEX CORP COM | $913,840 | +10.6% | 3,154 | -3.4% | 0.02% | -7.7% |
| SBUX | Sell | STARBUCKS CORP COM | $922,765 | -8.8% | 10,097 | -4.2% | 0.02% | -22.6% |
| USB | Sell | US BANCORP DEL COM NEW | $942,500 | -0.3% | 21,085 | -3.4% | 0.02% | -17.2% |
| VLO | Sell | VALERO ENERGY CORP COM | $930,431 | +25.4% | 5,451 | -4.5% | 0.02% | +4.3% |
| Sell | TKO GROUP HOLDINGS INC CL A | $890,541 | +2.3% | 10,306 | -3.4% | 0.02% | -14.8% | |
| AIG | Sell | AMERICAN INTL GROUP INC COM NEW | $904,896 | +10.2% | 11,576 | -4.5% | 0.02% | -11.5% |
| SRE | Sell | SEMPRA COM | $900,389 | -7.2% | 12,535 | -3.4% | 0.02% | -23.3% |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N SHS - A - | $833,991 | +3.9% | 8,154 | -3.4% | 0.02% | -12.0% |
| WY | Sell | WEYERHAEUSER CO MTN BE COM NEW | $859,542 | -0.2% | 23,936 | -3.4% | 0.02% | -18.5% |
| OXY | Sell | OCCIDENTAL PETE CORP COM | $854,813 | +5.1% | 13,153 | -3.4% | 0.02% | -12.0% |
| OMC | Sell | OMNICOM GROUP INC COM | $841,618 | +6.8% | 8,698 | -4.5% | 0.02% | -8.3% |
| FTV | Sell | FORTIVE CORP COM | $830,867 | +12.8% | 9,659 | -3.4% | 0.02% | -4.3% |
| CCI | Sell | CROWN CASTLE INC COM | $820,394 | -11.3% | 7,752 | -3.4% | 0.02% | -27.6% |
| AEP | Sell | AMERICAN ELEC PWR CO INC COM | $827,077 | +2.4% | 9,606 | -3.4% | 0.02% | -16.0% |
| GL | Sell | GLOBE LIFE INC COM | $792,480 | -7.6% | 6,810 | -3.4% | 0.02% | -22.2% |
| MKC | Sell | MCCORMICK & CO INC COM NON VTG | $808,348 | +9.5% | 10,524 | -2.4% | 0.02% | -8.7% |
| SPG | Sell | SIMON PPTY GROUP INC NEW COM | $795,908 | +2.8% | 5,086 | -6.3% | 0.02% | -12.5% |
| CMS | Sell | CMS ENERGY CORP COM | $787,377 | +1.4% | 13,049 | -2.4% | 0.02% | -16.7% |
| CE | Sell | CELANESE CORP DEL COM | $781,963 | +4.8% | 4,550 | -5.3% | 0.02% | -13.0% |
| NDAQ | Sell | NASDAQ INC COM | $785,343 | +4.7% | 12,446 | -3.5% | 0.02% | -13.0% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC N CL A | $777,726 | -28.4% | 2,676 | -4.2% | 0.02% | -41.2% |
| COF | Sell | CAPITAL ONE FINL CORP COM | $716,905 | +7.5% | 4,815 | -5.3% | 0.02% | -9.5% |
| VMC | Sell | VULCAN MATLS CO COM | $730,061 | +13.8% | 2,675 | -5.3% | 0.02% | -5.0% |
| HSY | Sell | HERSHEY CO COM | $705,063 | +1.8% | 3,625 | -2.4% | 0.02% | -18.2% |
| TFC | Sell | TRUIST FINL CORP COM | $694,312 | -0.0% | 17,812 | -5.3% | 0.02% | -18.2% |
| BLL | Sell | BALL CORP COM | $677,642 | +10.9% | 10,060 | -5.3% | 0.02% | -5.3% |
| BDX | Sell | BECTON DICKINSON & CO COM | $707,212 | -1.0% | 2,858 | -2.5% | 0.02% | -18.2% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW COM | $664,211 | -9.7% | 5,435 | -2.4% | 0.02% | -26.1% |
| D | Sell | DOMINION ENERGY INC COM | $667,902 | -0.9% | 13,578 | -5.3% | 0.02% | -19.0% |
| DAR | Sell | DARLING INGREDIENTS INC COM | $641,652 | -11.6% | 13,796 | -5.3% | 0.02% | -26.1% |
| MMM | Sell | 3M CO COM | $644,587 | -8.1% | 6,077 | -5.3% | 0.02% | -22.7% |
| New | DUOLINGO INC CL A COM | $666,593 | – | 3,022 | +100.0% | 0.02% | – | |
| APD | Sell | AIR PRODS & CHEMS INC COM | $673,995 | -13.7% | 2,782 | -2.5% | 0.02% | -29.2% |
| PYPL | Sell | PAYPAL HLDGS INC COM | $628,902 | +6.9% | 9,388 | -2.0% | 0.02% | -11.1% |
| DG | Sell | DOLLAR GEN CORP NEW COM | $602,079 | +8.7% | 3,858 | -5.3% | 0.02% | -5.9% |
| EXC | Sell | EXELON CORP COM | $602,134 | -0.9% | 16,027 | -5.3% | 0.02% | -15.8% |
| ARE | Sell | ALEXANDRIA REAL ESTATE EQ IN COM | $597,885 | -3.7% | 4,638 | -5.3% | 0.02% | -15.8% |
| SWK | Sell | STANLEY BLACK & DECKER INC COM | $632,922 | -5.5% | 6,463 | -5.3% | 0.02% | -23.8% |
| SYY | Sell | SYSCO CORP COM | $619,160 | +5.1% | 7,627 | -5.3% | 0.02% | -11.1% |
| FISV | New | FISERV INC COM | $567,361 | – | 3,550 | +100.0% | 0.02% | – |
| CHD | Sell | CHURCH & DWIGHT CO INC COM | $592,585 | +4.4% | 5,681 | -5.3% | 0.02% | -16.7% |
| DOW | Sell | DOW INC COM | $531,624 | +0.0% | 9,177 | -5.3% | 0.01% | -17.6% |
| TSN | Sell | TYSON FOODS INC CL A | $549,360 | +3.5% | 9,354 | -5.3% | 0.01% | -17.6% |
| IR | Sell | INGERSOLL RAND INC COM | $548,526 | +15.9% | 5,777 | -5.6% | 0.01% | -6.7% |
| NEM | Sell | NEWMONT CORP COM | $508,211 | -18.0% | 14,180 | -5.3% | 0.01% | -31.6% |
| EQR | Sell | EQUITY RESIDENTIAL SH BEN INT | $488,724 | -2.3% | 7,744 | -5.3% | 0.01% | -18.8% |
| PGNY | Sell | PROGYNY INC COM | $506,556 | -2.8% | 13,278 | -5.3% | 0.01% | -18.8% |
| ENPH | Sell | ENPHASE ENERGY INC COM | $485,493 | -13.3% | 4,013 | -5.3% | 0.01% | -23.5% |
| TER | Sell | TERADYNE INC COM | $445,791 | -1.5% | 3,951 | -5.3% | 0.01% | -14.3% |
| KMI | Sell | KINDER MORGAN INC DEL COM | $469,009 | -1.5% | 25,573 | -5.3% | 0.01% | -20.0% |
| HAL | Sell | HALLIBURTON CO COM | $414,225 | +3.3% | 10,508 | -5.3% | 0.01% | -8.3% |
| MTCH | Sell | MATCH GROUP INC NEW COM | $428,140 | -6.2% | 11,801 | -5.6% | 0.01% | -21.4% |
| ALB | Sell | ALBEMARLE CORP COM | $416,825 | -13.6% | 3,164 | -5.3% | 0.01% | -26.7% |
| WDC | Sell | WESTERN DIGITAL CORP. COM | $382,963 | +22.1% | 5,612 | -6.3% | 0.01% | 0.0% |
| XEL | Sell | XCEL ENERGY INC COM | $392,590 | -17.8% | 7,304 | -5.3% | 0.01% | -33.3% |
| Sell | GE HEALTHCARE TECHNOLOGIES | $347,003 | +11.4% | 3,817 | -5.3% | 0.01% | -10.0% | |
| KR | Sell | KROGER CO COM | $291,877 | +20.7% | 5,109 | -3.4% | 0.01% | 0.0% |
| PEAK | Sell | HEALTHPEAK PROPERTIES INC COM | $290,175 | -8.5% | 15,476 | -3.4% | 0.01% | -20.0% |
| CF | Sell | CF INDS HLDGS INC COM | $308,876 | -0.8% | 3,712 | -5.2% | 0.01% | -20.0% |
| IP | Sell | INTERNATIONAL PAPER CO COM | $253,201 | +4.2% | 6,489 | -3.5% | 0.01% | -12.5% |
| LUV | Sell | SOUTHWEST AIRLS CO COM | $252,143 | -5.3% | 8,638 | -6.3% | 0.01% | -12.5% |
| IFF | Sell | INTERNATIONAL FLAVORS&FRAGRA COM | $239,826 | +2.6% | 2,789 | -3.4% | 0.01% | -14.3% |
| MET | Sell | METLIFE INC COM | $241,302 | +8.2% | 3,256 | -3.5% | 0.01% | -14.3% |
| VTRS | Exit | VIATRIS INC COM | $0 | – | -28,335 | -100.0% | -0.01% | – |
| CTVA | Exit | CORTEVA INC COM | $0 | – | -8,230 | -100.0% | -0.01% | – |
| COO | Exit | COOPER COS INC COM NEW | $0 | – | -3,166 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-04-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 44 | Q2 2024 | 4.6% |
| MICROSOFT CORP COM | 44 | Q2 2024 | 3.8% |
| AMAZON COM INC COM | 44 | Q2 2024 | 3.3% |
| EXXON MOBIL CORP COM | 44 | Q2 2024 | 2.5% |
| JOHNSON & JOHNSON COM | 44 | Q2 2024 | 1.8% |
| META PLATFORMS INC CL A | 44 | Q2 2024 | 2.0% |
| JPMORGAN CHASE & CO. COM | 44 | Q2 2024 | 1.9% |
| BK OF AMERICA CORP COM | 44 | Q2 2024 | 1.6% |
| CHEVRON CORP NEW COM | 44 | Q2 2024 | 1.6% |
| VISA INC COM CL A | 44 | Q2 2024 | 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 |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-19 |
| 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 |
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.