$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | New | ISHARES CORE S&P500 ETF | $266,629,595 | – | 555,000 | +100.0% | 6.92% | – |
| GSG | New | ISHARES S&P GSCI COMMODITY- UNIT BEN INT | $46,642,054 | – | 2,114,327 | +100.0% | 1.21% | – |
| KLAC | New | KLA CORP COM NEW | $4,879,100 | – | 7,200 | +100.0% | 0.13% | – |
| MNST | New | MONSTER BEVERAGE CORP NEW COM | $3,401,845 | – | 58,900 | +100.0% | 0.09% | – |
| PAYX | New | PAYCHEX INC COM | $2,461,296 | – | 20,200 | +100.0% | 0.06% | – |
| New | COOPER COS INC COM | $1,264,597 | – | 12,464 | +100.0% | 0.03% | – | |
| New | DUOLINGO INC CL A COM | $666,593 | – | 3,022 | +100.0% | 0.02% | – | |
| FISV | New | FISERV INC COM | $567,361 | – | 3,550 | +100.0% | 0.02% | – |
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.