SUMITOMO MITSUI FINANCIAL GROUP, INC.

CIK 0001022837 · Q2 2026

13F Equity AUM

$5.3B

+6.8% QoQ

Positions

177

+11 QoQ

AUM Rank

#825

Top 9%

Skill Alpha (FF)

+1.6%/yr^ns

No Clear Edge

Rank #1,544 · Top 19%

vs S&P -1.3%/yr (unadj.)

Quarters Tracked

~9 years

Portfolio Concentration

Top 5: 55.0%Top 10: 67.4%Top 20: 81.3%

ARES28.2%

SPY10.9%

JEF6.1%

NDQ5.5%

GQ94.3%

PSNY3.7%

AGG2.5%

XLB2.4%

CME2.0%

NVDA1.8%

Others (167)32.6%

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

Sector Allocation

Financial Services77.6%

Technology9.4%

Consumer Cyclical5.7%

Communication Services2.7%

Other4.6%

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

Position Sizing

Positions: 177Median: 0.02%Avg: 0.56%

0–0.5%

144(9.0%)

0.5–1%

14(10.7%)

1–3%

13(21.6%)

3–5%

2(8.0%)

5%+

4(50.7%)

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

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Portfolio Overlap

Shared: 0Unique: 177vs 20 funds

0%Low

177

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

New35Increased66Decreased63Exited22

New Positions

SNOW0.0%

+6K

MRVL0.0%

+5K

DE0.0%

+2K

PANW0.0%

+3K

ROBO0.0%

+14K

SMCI0.0%

+44K

BOTZ0.0%

+31K

AMD0.0%

+2K

INTC0.0%

+6K

CDNS0.0%

+3K

Increased

XLB2.4%

+2.4M(+205734%)

VGT0.6%

+228K(+786%)

NDQ5.5%

+204K(+108%)

SJNK1.0%

+93K(+5%)

BSX0.3%

+78K(+23%)

APH0.9%

+33K(+14%)

SCHD0.1%

+28K(+38%)

GQ94.3%

+28K(+5%)

LQD1.8%

+24K(+3%)

IEF1.6%

+22K(+3%)

Decreased

JEF6.1%

-2,817,744(-30%)

SOXX0.4%

-171,656(-83%)

SHV0.3%

-36,718(-20%)

XLU0.1%

-36,222(-18%)

SGOV0.1%

-31,398(-32%)

ALLW0.1%

-28,154(-13%)

BAB0.3%

-21,105(-3%)

UBER0.0%

-19,596(-100%)

AGG2.5%

-17,941(-1%)

BAC0.0%

-11,977(-33%)

Exited

DON

-128,000

-2,765,866

-4,850

-6,700

-2,800

-3,500

-700

-400

-600

-200

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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