Fund Holdings

SUMITOMO MITSUI FINANCIAL GROUP, INC.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
POLESTAR AUTOMOTIVE HLDG UK(PSNY)010,341,261+10,341,2610190,486,0283.87%+190,486,028
ISHARES TR12,483206,941+194,4583,759,25568,013,2291.38%+64,253,974
SPDR DOW JONES INDL AVERAGE(DIA)0128,000+128,000059,288,3201.21%+59,288,320
SPDR SERIES TRUST
ST TERM HIGH ETF
2,545,2221,967,984-577,2381,149,06849,160,2401.00%+48,011,172
SPDR GOLD TR(GLD)546,779590,062+43,283216,693,985253,897,7785.16%+37,203,793
AMPHENOL CORP0226,551+226,551028,624,7190.58%+28,624,719
CME GROUP INC(CME)471,846471,8460128,851,637139,359,6422.83%+10,508,005
ISHARES TR108,790185,685+76,89511,983,21920,497,7670.42%+8,514,548
NEWMONT CORP(NEM)190,004252,162+62,15818,971,89927,296,5370.55%+8,324,638
SSGA ACTIVE TR
SST BRIDGEWATER
0222,888+222,88806,430,3190.13%+6,430,319
INVESCO QQQ TR(Put)08,000+8,00004,617,440+4,617,440
ISHARES TR710,528776,830+66,30257,289,87361,804,5951.26%+4,514,722
WW GRAINGER INC(GWW)22,51524,697+2,18222,718,76126,939,7350.55%+4,220,974
ISHARES TR1,150,6031,299,624+149,02135,622,66939,404,6000.80%+3,781,931
CELSIUS HLDGS INC(CELH)(Call)0100,000+100,00003,548,000+3,548,000
COCA COLA CO(KO)288,214311,294+23,08020,149,61623,673,9090.48%+3,524,293
AMGEN INC(AMGN)78,12382,046+3,92325,570,43928,867,8850.59%+3,297,446
KENNEDY-WILSON HOLDINGS INC COM2,765,8662,765,866026,745,92429,926,6700.61%+3,180,746
ISHARES TR72,359115,405+43,0463,958,7616,553,8500.13%+2,595,089
ISHARES TR453,542471,752+18,21043,186,26944,792,8520.91%+1,606,583
COSTCO WHOLESALE CORPORATION(COST)10,60410,739+1359,144,25310,700,6620.22%+1,556,409
ISHARES TR832,849855,197+22,34880,086,76081,620,0021.66%+1,533,242
D R HORTON INC(DHI)169,255186,525+17,27024,377,79825,594,9610.52%+1,217,163
GE AEROSPACE(GE)110,050123,548+13,49833,900,26035,059,2160.71%+1,158,956
VANGUARD INTL EQUITY INDEX F2,19510,145+7,950309,6271,403,2560.03%+1,093,629
MICRON TECHNOLOGY INC(MU)(Put)02,500+2,5000844,600+844,600
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
100,653111,871+11,2188,025,0648,868,0140.18%+842,950
CAPITAL ONE FINL CORP(COF)(Put)04,500+4,5000820,935+820,935
ISHARES TR818,495835,038+16,54390,189,96491,010,7921.85%+820,828
UBER TECHNOLOGIES INC(UBER)(Put)010,000+10,0000719,300+719,300
VANECK ETF TRUST
GOLD MINERS ETF
22,65228,704+6,0521,942,8622,634,1660.05%+691,304
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
50,64859,545+8,8974,241,7704,927,3490.10%+685,579
TEXAS INSTRS INC(TXN)(Put)03,500+3,5000679,490+679,490
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
79,78889,927+10,1396,051,9206,719,3450.14%+667,425
ADOBE INC(ADBE)(Put)02,700+2,7000656,316+656,316
TEXAS INSTRS INC(TXN)19,72720,799+1,0723,423,4494,037,9180.08%+614,469
ISHARES TR16,14122,928+6,7871,554,0552,153,6270.04%+599,572
CROWDSTRIKE HLDGS INC(CRWD)(Put)01,500+1,5000585,615+585,615
QUALCOMM INC(QCOM)(Put)04,500+4,5000579,510+579,510
INVESCO EXCH TRADED FD TR II
TAXABLE MUN BD
632,708659,038+26,33017,209,65817,767,6640.36%+558,006
UBER TECHNOLOGIES INC(UBER)07,100+7,1000510,7030.01%+510,703
BRISTOL-MYERS SQUIBB CO(BMY)42,78246,346+3,5642,307,6612,810,8850.06%+503,224
COINBASE GLOBAL INC(COIN)02,800+2,8000488,9080.01%+488,908
COINBASE GLOBAL INC(COIN)(Put)02,800+2,8000488,908+488,908
RALPH LAUREN CORP(RL)12,25513,844+1,5894,333,4914,762,1980.10%+428,707
PFIZER INC(PFE)190,203183,447-6,7564,736,0555,151,1920.10%+415,137
VERIZON COMMUNICATIONS INC(VZ)20,98825,207+4,219853,9041,265,3910.03%+411,487
BANK NEW YORK MELLON CORP23,39026,325+2,9352,715,3453,122,9350.06%+407,590
VERIZON COMMUNICATIONS INC(VZ)(Put)07,000+7,0000351,400+351,400
AT&T INC(T)85,23284,771-4612,117,1632,457,5110.05%+340,348
ISHARES TR74,29659,629-14,6673,531,2893,862,1700.08%+330,881
LULULEMON ATHLETICA INC(LULU)(Put)02,100+2,1000321,510+321,510
ADOBE INC(ADBE)(Call)01,300+1,3000316,004+316,004
ISHARES TR64,92367,508+2,5857,135,6877,450,1830.15%+314,496
BROADCOM INC(AVGO)(Call)01,000+1,0000309,510+309,510
BROADCOM INC(AVGO)(Put)01,000+1,0000309,510+309,510
TEXAS INSTRS INC(TXN)(Call)01,500+1,5000291,210+291,210
CAPITAL ONE FINL CORP(COF)(Call)01,500+1,5000273,645+273,645
NETFLIX INC.(NFLX)1,0003,560+2,56094,150342,2940.01%+248,144
MERCK & CO INC(MRK)02,000+2,0000240,5800.00%+240,580
ISHARES TR21,31529,005+7,6901,324,7271,547,4170.03%+222,690
CROWDSTRIKE HLDGS INC(CRWD)246840+594117,074327,9440.01%+210,870
SELECT SECTOR SPDR TR
ST STR ENERG ETF
2,6005,189+2,589116,246317,8780.01%+201,632
ALPHABET INC(GOOG)(Put)0700+7000200,802+200,802
VERIZON COMMUNICATIONS INC(VZ)(Call)04,000+4,0000200,800+200,800
LOCKHEED MARTIN CORP(LMT)0330+3300199,4490.00%+199,449
PEPSICO INC(PEP)24,94924,327-6223,580,6803,777,7400.08%+197,060
QUALCOMM INC(QCOM)(Call)01,500+1,5000193,170+193,170
VANGUARD WORLD FD
CONSUM DIS ETF
1,7872,470+683703,935886,8040.02%+182,869
KIMBERLY-CLARK CORP(KMB)5,6957,851+2,156574,569757,3860.02%+182,817
UBER TECHNOLOGIES INC(UBER)(Call)02,500+2,5000179,825+179,825
ADOBE INC(ADBE)80850+77028,253206,6180.00%+178,365
ISHARES TR04,141+4,1410176,3030.00%+176,303
SELECT SECTOR SPDR TR
ST STR SVC ETF
7,8689,910+2,042926,2211,098,6230.02%+172,402
VANGUARD WORLD FD
HEALTH CAR ETF
2,6703,416+746768,560930,2790.02%+161,719
CHARTER COMMUNICATIONS INC(CHTR)0700+7000151,1160.00%+151,116
ORACLE CORP(ORCL)(Put)01,000+1,0000147,110+147,110
INVESCO EXCH TRADED FD TR II1962,168+1,97213,998158,5680.00%+144,570
CAPITAL ONE FINL CORP(COF)0700+7000127,7010.00%+127,701
ORACLE CORP(ORCL)0822+8220120,9240.00%+120,924
EXXON MOBIL CORP0700+7000118,7620.00%+118,762
ARM HOLDINGS PLC(Put)0700+7000105,896+105,896
APPLIED MATLS INC0300+3000102,5370.00%+102,537
LULULEMON ATHLETICA INC(LULU)6001,400+800127,524214,3400.00%+86,816
VANGUARD INDEX FDS14,14215,007+8651,251,4261,331,1210.03%+79,695
VANECK ETF TRUST
JP MRGAN EM LOC
03,016+3,016075,7320.00%+75,732
TARGET CORP(TGT)0600+600072,7200.00%+72,720
ALIGN TECHNOLOGY INC0400+400068,5720.00%+68,572
ISHARES TR43,82644,654+8285,230,6335,295,9640.11%+65,331
T-MOBILE US INC(TMUS)0300+300063,0090.00%+63,009
ZOOM COMMUNICATIONS INC(ZM)4681,268+80040,402101,9350.00%+61,533
GENERAL MTRS CO(GM)0800+800059,6000.00%+59,600
UNITED PARCEL SVCS INC(UPS)0600+600059,0280.00%+59,028
ISHARES TR12,66715,000+2,333485,019538,5000.01%+53,481
WALMART INC(WMT)82500+4189,22762,1400.00%+52,913
UNION PAC CORP(UNP)0200+200048,5240.00%+48,524
BOEING CO(BA)0200+200039,8060.00%+39,806
CARNIVAL CORP01,226+1,226031,7290.00%+31,729
PALANTIR TECHNOLOGIES INC(PLTR)7191,114+395132,425162,9560.00%+30,531
ILLINOIS TOOL WKS INC(ITW)1,3731,389+16338,170361,5430.01%+23,373
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