SUMITOMO LIFE INSURANCE CO

CIK 0000937760 · Q2 2026

13F Equity AUM

$6.1B

+43.8% QoQ

Positions

291

+9 QoQ

AUM Rank

#1,382

Top 11%

Skill Alpha (FF)

+0.1%/yr^ns

No Clear Edge

Rank #2,699 · Top 33%

vs S&P -0.8%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 63.5%Top 10: 72.3%Top 20: 82.2%

SCHD30.9%

IVV22.6%

RDIV4.2%

TIP3.5%

PBP2.3%

IVVW2.2%

NVDA2.0%

AAPL1.7%

VWO1.5%

GOOGL1.4%

Others (281)27.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services79.1%

Technology9.4%

Communication Services2.6%

Healthcare2.0%

Other7.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 291Median: 0.03%Avg: 0.34%

0–0.5%

268(16.0%)

0.5–1%

7(4.8%)

1–3%

12(18.0%)

3–5%

2(7.6%)

5%+

2(53.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 291vs 20 funds

0%Low

291

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New18Increased50Decreased214Exited9

New Positions

RDIV4.2%

+4.4M

COHR0.1%

+16K

SNDK0.1%

+2K

BEPC0.0%

+48K

FTAIN0.0%

+4K

MRVL0.0%

+5K

BAM0.0%

+21K

PLD0.0%

+8K

DCI0.0%

+13K

NDSN0.0%

+2K

Increased

SCHD30.9%

+14.1M(+31%)

BKLN1.0%

+1.2M(+65%)

VWO1.5%

+866K(+126%)

IVV22.6%

+821K(+80%)

SCHP0.7%

+728K(+78%)

USHY0.8%

+689K(+113%)

TIP3.5%

+426K(+28%)

VNQ1.1%

+406K(+153%)

VWOB0.7%

+167K(+38%)

IFRA0.3%

+129K(+77%)

Decreased

EMB1.4%

-447,340(-33%)

ABNB0.0%

-82,625(-97%)

FEZ0.3%

-79,100(-25%)

GSG0.3%

-31,028(-5%)

KGC0.0%

-26,700(-32%)

SOFI0.0%

-26,054(-50%)

BAC0.1%

-17,079(-11%)

B0.0%

-16,100(-26%)

WMB0.1%

-15,056(-21%)

GOOGL1.4%

-14,740(-6%)

Exited

ZTS

-64,900

AFRM

-71,600

-14,330

ITW

-3,115

-4,858

-277

-2,334

-2,067

-315

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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