§ 13F · FUND PROFILE
SUMITOMO LIFE INSURANCE CO.
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $3.2B (13F)Positions · 268Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$175M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR US DIVIDEND EQ | 45.45M | $1.4B | 32.8% | +46% |
| 2 | IVV | ISHARES TR CORE S&P500 ETF | 1.03M | $672M | 15.8% | +37% |
| 3 | TIP | ISHARES TR TIPS BD ETF | 1.51M | $167M | 3.9% | NEW |
| 4 | PBP | INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT | 6.22M | $137M | 3.2% | ±0% |
| 5 | IVVW | ISHARES TR S&P 500 BUYWRITE | 3.03M | $132M | 3.1% | ±0% |
| 6 | EMB | ISHARES TR JPMORGAN USD EMG | 1.34M | $126M | 3.0% | −12% |
| 7 | NVDA | NVIDIA CORPORATION COM | 635K | $111M | 2.6% | +3% |
| 8 | AAPL | APPLE INC COM | 354K | $90M | 2.1% | +13% |
| 9 | GOOGL | ALPHABET INC CAP STK CL A | 258K | $74M | 1.7% | +6% |
| 10 | XYLD | GLOBAL X FDS S&P 500 COVERED | 1.71M | $67M | 1.6% | ±0% |
§ 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 $3.2 billion in assets. The fund runs a broad portfolio of 268 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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