Fund Holdings

SUMITOMO MITSUI FINANCIAL GROUP, INC.

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
ISHARES TR0210,000+210,0000140,553,0002.47%+140,553,000
JEFFERIES FINL GROUP INC(JEF)9,247,0819,247,0810505,722,860604,944,03910.61%+99,221,179
SPDR GOLD TR(GLD)477,869514,882+37,013145,668,807183,025,1053.21%+37,356,298
KENNEDY-WILSON HOLDINGS INC272,2382,765,866+2,493,6281,979,17021,601,4130.38%+19,622,243
ALPHABET INC(GOOG)255,005261,679+6,67445,238,10363,747,0671.12%+18,508,964
ARISTA NETWORKS INC(ANET)470,754439,168-31,58648,160,50663,991,1691.12%+15,830,663
ISHARES TR1,202,1101,316,435+114,325119,249,312131,972,6092.31%+12,723,297
INVESCO QQQ TR325,412316,381-9,031179,510,276189,945,3333.33%+10,435,057
UNITEDHEALTH GROUP INC(UNH)70,91094,034+23,12422,121,79332,469,9050.57%+10,348,112
NVIDIA CORPORATION(NVDA)494,069470,626-23,44378,057,96187,700,9921.54%+9,643,031
ISHARES TR26,060113,466+87,4062,623,98111,426,0260.20%+8,802,045
SPDR SERIES TRUST2,023,7062,343,356+319,65051,564,02959,989,9141.05%+8,425,885
D R HORTON INC(DHI)147,826160,846+13,02019,057,72827,258,5720.48%+8,200,844
VANGUARD WORLD FD16,67425,068+8,39411,059,53118,716,5210.33%+7,656,990
ISHARES TR836,0631,029,518+193,45525,650,41332,553,3590.57%+6,902,946
GE AEROSPACE(GE)88,96596,773+7,80822,898,70129,111,2540.51%+6,212,553
ISHARES TR900,6361,001,455+100,81947,517,55553,107,1590.93%+5,589,604
BROADCOM INC(AVGO)251,423225,305-26,11869,304,75074,330,3731.30%+5,025,623
FIRST SOLAR INC(FSLR)113,153104,792-8,36118,731,34823,109,7800.41%+4,378,432
BLOCK INC(XYZ)907,950908,502+55261,677,01865,659,2241.15%+3,982,206
AMERICAN EXPRESS CO(AXP)74,21282,863+8,65123,672,14427,523,7740.48%+3,851,630
JPMORGAN CHASE & CO.(JPM)126,034127,377+1,34336,538,51740,178,6030.70%+3,640,086
ISHARES TR651,552685,256+33,70452,547,66955,635,9350.98%+3,088,266
MICROSOFT CORP(MSFT)101,821103,065+1,24450,646,33653,380,9790.94%+2,734,643
BLACKROCK INC(BLK)20,63820,757+11921,654,42224,199,9640.42%+2,545,542
AMGEN INC(AMGN)70,32275,779+5,45719,634,60621,384,8340.38%+1,750,228
COCA COLA CO(KO)235,234273,151+37,91716,642,75718,114,5930.32%+1,471,836
ISHARES TR433,948440,388+6,44040,743,37841,902,9180.73%+1,159,540
PFIZER INC(PFE)124,200163,004+38,8043,010,6084,153,3420.07%+1,142,734
GRAINGER W W INC(GWW)19,42222,330+2,90820,203,54121,279,5970.37%+1,076,056
ISHARES TR50,81159,115+8,3045,591,2426,574,7700.12%+983,528
VANGUARD INDEX FDS16,44516,709+2649,341,25310,231,9230.18%+890,670
ZSCALER INC(ZS)2143,104+2,89067,478921,5780.02%+854,100
AIR PRODS & CHEMS INC65,79471,164+5,37018,557,85619,407,8460.34%+849,990
ULTA BEAUTY INC(ULTA)19,77518,350-1,4259,251,14110,032,8630.18%+781,722
CELSIUS HLDGS INC(CELH)(Call)0100,000+100,0000687,376+687,376
BOSTON SCIENTIFIC CORP(BSX)235,481265,781+30,30025,293,01425,948,1990.46%+655,185
ISHARES TR666,851691,289+24,43815,324,23615,975,6890.28%+651,453
PEPSICO INC(PEP)20,20023,498+3,2982,667,2083,300,0590.06%+632,851
ISHARES TR814,133814,564+43177,969,51778,572,8431.38%+603,326
ISHARES TR38,21942,927+4,7084,551,5015,130,2060.09%+578,705
CELSIUS HLDGS INC(CELH)0100,000+100,0000572,7730.01%+572,773
MICRON TECHNOLOGY INC(MU)(Call)43,00029,700-13,300593,5081,159,283+565,775
ISHARES TR119,378138,129+18,7516,639,8047,190,9960.13%+551,192
VANECK ETF TRUST19,39819,503+1051,009,8601,490,0290.03%+480,169
BANK NEW YORK MELLON CORP19,66620,843+1,1771,791,7692,271,0530.04%+479,284
RALPH LAUREN CORP(RL)11,73011,762+323,217,3043,688,0930.06%+470,789
CISCO SYS INC(CSCO)45,91752,429+6,5123,185,7213,587,1920.06%+401,471
PROCTER AND GAMBLE CO(PG)23,72626,993+3,2673,780,0264,147,4740.07%+367,448
SELECT SECTOR SPDR TR117,071125,251+8,1809,479,2399,815,9210.17%+336,682
OMNICOM GROUP INC(OMC)22,65823,122+4641,630,0171,885,1370.03%+255,120
JOHNSON & JOHNSON(JNJ)01,115+1,1150202,5060.00%+202,506
ISHARES TR8,91812,637+3,719327,826519,8860.01%+192,060
SELECT SECTOR SPDR TR85,67682,343-3,3336,996,3027,181,1330.13%+184,831
ISHARES TR47,87646,546-1,3302,309,5382,485,5560.04%+176,018
ISHARES TR100,850104,303+3,4532,490,9952,665,9850.05%+174,990
HOME DEPOT INC(HD)11,63210,955-6774,264,7564,438,8560.08%+174,100
VANECK ETF TRUST5,2455,318+73354,510526,6420.01%+172,132
ISHARES INC19,51320,302+7891,171,3651,338,3080.02%+166,943
CROWDSTRIKE HLDGS INC(CRWD)88430+34243,941210,0340.00%+166,093
TESLA INC(TSLA)781904+123252,755400,6620.01%+147,907
ISHARES TR5,0695,751+682673,214817,2170.01%+144,003
NETFLIX INC(NFLX)402555+153531,894669,5580.01%+137,664
SNOWFLAKE INC COM(SNOW)0600+6000135,1500.00%+135,150
INTUITIVE SURGICAL INC COM0300+3000131,7660.00%+131,766
AFLAC INC(AFL)01,152+1,1520128,2750.00%+128,275
VANGUARD INDEX FDS12,52513,542+1,0171,115,4771,238,0100.02%+122,533
SPDR SERIES TRUST12,31011,402-9081,020,8681,142,4800.02%+121,612
ISHARES TR14,29515,116+8211,324,0031,438,8920.03%+114,889
ADOBE INC(ADBE)450800+350173,624287,5360.01%+113,912
UBER TECHNOLOGIES INC(UBER)51,111+1,106458110,6220.00%+110,164
SYSCO CORP(SYY)17,80817,697-1111,348,7781,457,1710.03%+108,393
CATERPILLAR INC(CAT)0221+2210104,2260.00%+104,226
ISHARES TR128,337126,333-2,00412,162,49712,264,4080.22%+101,911
QUALCOMM INC(QCOM)54,47152,711-1,7608,674,6108,769,0020.15%+94,392
PALANTIR TECHNOLOGIES INC(PLTR)0496+496088,7150.00%+88,715
SALESFORCE INC(CRM)0323+323079,1670.00%+79,167
STARBUCKS CORP(SBUX)(Call)017,000+17,000078,200+78,200
ARM HOLDINGS PLC0532+532074,3740.00%+74,374
INVESCO QQQ TR(Call)02,600+2,600073,459+73,459
SPDR SERIES TRUST38,83638,149-6875,271,2105,342,7670.09%+71,557
ISHARES TR14,22316,831+2,608304,088369,5250.01%+65,437
LOCKHEED MARTIN CORP(LMT)0106+106052,1500.00%+52,150
ISHARES TR7,4976,927-570948,4451,000,0510.02%+51,606
OKTA INC(OKTA)227773+54622,34472,5540.00%+50,210
FIRST TR EXCHANGE-TRADED FD6,2845,859-425205,424245,8440.00%+40,420
WISDOMTREE TR(WT)2,3513,058+70781,062116,0210.00%+34,959
BARRICK MNG CORP COM(B)01,000+1,000033,1400.00%+33,140
CHIPOTLE MEXICAN GRILL INC(CMG)0700+700027,9300.00%+27,930
ISHARES TR5,6255,6250251,944277,1160.00%+25,172
EBAY INC.(EBAY)411600+18930,31554,7020.00%+24,387
INTUITIVE SURGICAL INC(Put)13,0006,000-7,000143,966166,598+22,632
PIMCO ETF TR18,03018,03001,662,0051,683,1010.03%+21,096
ELI LILLY & CO(LLY)3566+3127,14147,9500.00%+20,809
VANGUARD INTL EQUITY INDEX F2,1952,1950282,101302,4710.01%+20,370
ISHARES INC3,1793,1790238,330254,9880.00%+16,658
CHIPOTLE MEXICAN GRILL INC(CMG)(Call)010,500+10,500015,006+15,006
VERIZON COMMUNICATIONS INC(VZ)16,68816,727+39722,090735,1520.01%+13,062
JPMORGAN CHASE & CO.(JPM)(Put)05,500+5,500013,054+13,054
WYNN RESORTS LTD(WYNN)161200+3915,24326,4860.00%+11,243
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