§ 13F · FUND PROFILE
SUMITOMO LIFE INSURANCE CO.
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $1474.3T (13F)Positions · 265Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$77.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR US DIVIDEND EQ | 31.05M | $851.7T | 23.3% | ±0% |
| 2 | IVV | ISHARES TR CORE S&P500 ETF | 751K | $514.4T | 14.1% | +369% |
| 3 | EMB | ISHARES TR JPMORGAN USD EMG | 1.52M | $146.2T | 4.0% | +17% |
| 4 | PBP | INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT | 6.22M | $142.0T | 3.9% | ±0% |
| 5 | IVVW | ISHARES TR S&P 500 BUYWRITE | 3.03M | $138.0T | 3.8% | ±0% |
| 6 | NVDA | NVIDIA CORPORATION COM | 613K | $114.4T | 3.1% | +11% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | 2.01M | $107.8T | 3.0% | −5% |
| 8 | MSFT | MICROSOFT CORP COM | 190K | $91.8T | 2.5% | +4% |
| 9 | AAPL | APPLE INC COM | 313K | $85.2T | 2.3% | +8% |
| 10 | GOOGL | ALPHABET INC CAP STK CL A | 244K | $76.4T | 2.1% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUMITOMO SIGNAL
AC read
SUMITOMO LIFE INSURANCE CO is a Income / Defensive fund managing $1474317.2 trillion in assets. The fund runs a broad portfolio of 265 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed