SUMITOMO LIFE INSURANCE CO
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SCHWAB STRATEGIC TR US DIVIDEND EQ | 0 | 31,050,000 | +31,050,000 | 0 | 847,665,000 | 26.32% | +847,665,000 |
| INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT | 0 | 6,220,000 | +6,220,000 | 0 | 137,586,400 | 4.27% | +137,586,400 |
| ISHARES TR JPMORGAN USD EMG | 0 | 1,295,634 | +1,295,634 | 0 | 123,331,400 | 3.83% | +123,331,400 |
| VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | 0 | 2,105,573 | +2,105,573 | 0 | 114,079,945 | 3.54% | +114,079,945 |
| ISHARES TR CORE S&P500 ETF | 0 | 160,000 | +160,000 | 0 | 107,088,000 | 3.32% | +107,088,000 |
| GLOBAL X FDS S&P 500 COVERED | 0 | 1,710,000 | +1,710,000 | 0 | 67,134,600 | 2.08% | +67,134,600 |
| ISHARES TR TIPS BD ETF | 1,020,184 | 1,471,634 | +451,450 | 112,261,047 | 163,675,133 | 5.08% | +51,414,086 |
| VANGUARD INDEX FDS S&P 500 ETF SHS | 7,900 | 51,800 | +43,900 | 4,487,437 | 31,721,284 | 0.98% | +27,233,847 |
| ISHARES INC CORE MSCI EMKT | 109,800 | 466,900 | +357,100 | 6,591,294 | 30,778,048 | 0.96% | +24,186,754 |
| ALPHABET INC CAP STK CL A(GOOG) | 184,544 | 231,520 | +46,976 | 32,522,189 | 56,282,512 | 1.75% | +23,760,323 |
| VANGUARD INDEX FDS REAL ESTATE ETF | 260,707 | 498,771 | +238,064 | 23,218,565 | 45,597,645 | 1.42% | +22,379,080 |
| SCHWAB STRATEGIC TR US TIPS ETF | 178,100 | 862,700 | +684,600 | 4,751,708 | 23,249,765 | 0.72% | +18,498,057 |
| VANGUARD WHITEHALL FDS EM MK GOV BD ETF | 110,200 | 376,000 | +265,800 | 7,201,570 | 25,154,400 | 0.78% | +17,952,830 |
| NVIDIA CORPORATION COM(NVDA) | 546,084 | 552,487 | +6,403 | 86,275,811 | 103,083,024 | 3.20% | +16,807,213 |
| ISHARES TR BROAD USD HIGH | 219,900 | 651,200 | +431,300 | 8,248,449 | 24,602,336 | 0.76% | +16,353,887 |
| INVESCO EXCH TRADED FD TR II SR LN ETF | 2,167,247 | 2,917,909 | +750,662 | 45,338,807 | 61,071,835 | 1.90% | +15,733,028 |
| APPLE INC COM(AAPL) | 284,078 | 289,193 | +5,115 | 58,284,283 | 73,637,214 | 2.29% | +15,352,931 |
| ISHARES TR CRE U S REIT ETF | 48,000 | 282,300 | +234,300 | 2,714,880 | 16,576,656 | 0.51% | +13,861,776 |
| SPDR INDEX SHS FDS EURO STOXX 50 | 236,100 | 448,900 | +212,800 | 14,102,253 | 27,885,668 | 0.87% | +13,783,415 |
| DATADOG INC CL A COM(DDOG) | 21,934 | 102,021 | +80,087 | 2,946,394 | 14,527,790 | 0.45% | +11,581,396 |
| MICROSOFT CORP COM(MSFT) | 166,757 | 181,895 | +15,138 | 82,946,599 | 94,212,515 | 2.93% | +11,265,916 |
| AMAZON COM INC COM(AMZN) | 200,893 | 238,061 | +37,168 | 44,073,915 | 52,271,054 | 1.62% | +8,197,139 |
| T-MOBILE US INC COM(TMUS) | 7,461 | 39,543 | +32,082 | 1,777,658 | 9,465,803 | 0.29% | +7,688,145 |
| BROADCOM INC COM(AVGO) | 135,738 | 130,517 | -5,221 | 37,416,180 | 43,058,863 | 1.34% | +5,642,683 |
| KKR & CO INC COM(KKR) | 56,800 | 98,100 | +41,300 | 7,556,104 | 12,748,095 | 0.40% | +5,191,991 |
| APPLOVIN CORP COM CL A(APP) | 1,999 | 7,223 | +5,224 | 699,810 | 5,190,014 | 0.16% | +4,490,204 |
| MASTERCARD INCORPORATED CL A(MA) | 31,402 | 38,223 | +6,821 | 17,646,040 | 21,741,625 | 0.68% | +4,095,585 |
| MERCADOLIBRE INC COM(MELI) | 3,400 | 5,500 | +2,100 | 8,886,342 | 12,853,170 | 0.40% | +3,966,828 |
| PALO ALTO NETWORKS INC COM(PANW) | 51,287 | 70,994 | +19,707 | 10,495,372 | 14,455,798 | 0.45% | +3,960,426 |
| CME GROUP INC COM(CME) | 30,072 | 44,301 | +14,229 | 8,288,445 | 11,969,687 | 0.37% | +3,681,242 |
| UBER TECHNOLOGIES INC COM(UBER) | 133,160 | 157,639 | +24,479 | 12,423,828 | 15,443,893 | 0.48% | +3,020,065 |
| ALPHABET INC CAP STK CL C(GOOG) | 65,443 | 59,722 | -5,721 | 11,608,934 | 14,545,293 | 0.45% | +2,936,359 |
| TESLA INC COM(TSLA) | 23,577 | 22,839 | -738 | 7,489,470 | 10,156,960 | 0.32% | +2,667,490 |
| THERMO FISHER SCIENTIFIC INC COM(TMO) | 25,771 | 27,033 | +1,262 | 10,449,110 | 13,111,546 | 0.41% | +2,662,436 |
| CADENCE DESIGN SYSTEM INC COM(CDNS) | 13,300 | 19,200 | +5,900 | 4,098,395 | 6,744,192 | 0.21% | +2,645,797 |
| VERTIV HOLDINGS CO COM CL A(VRT) | 58,136 | 65,536 | +7,400 | 7,465,244 | 9,886,761 | 0.31% | +2,421,517 |
| ORACLE CORP COM(ORCL) | 28,708 | 30,493 | +1,785 | 6,276,430 | 8,575,851 | 0.27% | +2,299,421 |
| META PLATFORMS INC CL A(META) | 56,879 | 60,102 | +3,223 | 41,981,821 | 44,137,707 | 1.37% | +2,155,886 |
| ISHARES TR S&P 500 BUYWRITE | 3,030,000 | 3,030,000 | 0 | 139,277,586 | 141,101,646 | 4.38% | +1,824,060 |
| WALMART INC COM(WMT) | 139,427 | 149,406 | +9,979 | 13,633,172 | 15,397,782 | 0.48% | +1,764,610 |
| GOLDMAN SACHS GROUP INC COM(GS) | 18,986 | 19,042 | +56 | 13,437,342 | 15,164,097 | 0.47% | +1,726,755 |
| SOFI TECHNOLOGIES INC COM(SOFI) | 0 | 62,431 | +62,431 | 0 | 1,649,427 | 0.05% | +1,649,427 |
| WASTE MGMT INC DEL COM(WM) | 51,258 | 60,526 | +9,268 | 11,728,856 | 13,365,957 | 0.41% | +1,637,101 |
| HEICO CORP NEW COM(HEI) | 5,028 | 9,920 | +4,892 | 1,649,184 | 3,202,374 | 0.10% | +1,553,190 |
| WESTERN DIGITAL CORP COM(WDC) | 4,645 | 14,731 | +10,086 | 297,234 | 1,768,604 | 0.05% | +1,471,370 |
| ARISTA NETWORKS INC COM SHS(ANET) | 33,981 | 33,328 | -653 | 3,476,596 | 4,856,223 | 0.15% | +1,379,627 |
| PALANTIR TECHNOLOGIES INC CL A(PLTR) | 21,038 | 23,217 | +2,179 | 2,867,900 | 4,235,245 | 0.13% | +1,367,345 |
| GE AEROSPACE COM NEW(GE) | 9,339 | 12,515 | +3,176 | 2,403,765 | 3,764,762 | 0.12% | +1,360,997 |
| BROADRIDGE FINL SOLUTIONS IN COM(BR) | 0 | 5,391 | +5,391 | 0 | 1,283,974 | 0.04% | +1,283,974 |
| BOSTON SCIENTIFIC CORP COM(BSX) | 104,938 | 127,601 | +22,663 | 11,271,391 | 12,457,686 | 0.39% | +1,186,295 |
| VULCAN MATLS CO COM(VMC) | 25,922 | 25,753 | -169 | 6,760,976 | 7,922,138 | 0.25% | +1,161,162 |
| AMPHENOL CORP NEW CL A | 47,482 | 46,565 | -917 | 4,688,848 | 5,762,419 | 0.18% | +1,073,571 |
| ISHARES TR US INFRASTRUC | 61,000 | 75,200 | +14,200 | 3,000,590 | 3,972,064 | 0.12% | +971,474 |
| CISCO SYS INC COM(CSCO) | 33,331 | 45,930 | +12,599 | 2,312,505 | 3,142,531 | 0.10% | +830,026 |
| TELEDYNE TECHNOLOGIES INC COM(TDY) | 2,275 | 3,391 | +1,116 | 1,165,505 | 1,987,262 | 0.06% | +821,757 |
| DOORDASH INC CL A(DASH) | 0 | 2,840 | +2,840 | 0 | 772,452 | 0.02% | +772,452 |
| ALNYLAM PHARMACEUTICALS INC COM(ALNY) | 2,118 | 3,167 | +1,049 | 690,659 | 1,444,152 | 0.04% | +753,493 |
| CONSTELLATION ENERGY CORP COM(CEG) | 4,378 | 6,581 | +2,203 | 1,413,043 | 2,165,610 | 0.07% | +752,567 |
| TE CONNECTIVITY PLC ORD SHS(TEL) | 0 | 3,408 | +3,408 | 0 | 748,158 | 0.02% | +748,158 |
| SNOWFLAKE INC COM SHS(SNOW) | 0 | 3,287 | +3,287 | 0 | 741,383 | 0.02% | +741,383 |
| INTERACTIVE BROKERS GROUP IN COM CL A(IBKR) | 59,232 | 58,380 | -852 | 3,282,045 | 4,017,128 | 0.12% | +735,083 |
| ROBINHOOD MKTS INC COM CL A(HOOD) | 0 | 4,726 | +4,726 | 0 | 676,669 | 0.02% | +676,669 |
| TKO GROUP HOLDINGS INC CL A(TKO) | 14,901 | 16,692 | +1,791 | 2,711,237 | 3,371,116 | 0.10% | +659,879 |
| ABBVIE INC COM(ABBV) | 15,857 | 15,360 | -497 | 2,943,376 | 3,556,454 | 0.11% | +613,078 |
| HILTON WORLDWIDE HLDGS INC COM(HLT) | 0 | 2,361 | +2,361 | 0 | 612,538 | 0.02% | +612,538 |
| JOHNSON & JOHNSON COM(JNJ) | 20,028 | 19,401 | -627 | 3,059,277 | 3,597,333 | 0.11% | +538,056 |
| LIVE NATION ENTERTAINMENT IN COM(LYV) | 3,842 | 6,739 | +2,897 | 581,218 | 1,101,153 | 0.03% | +519,935 |
| MIRION TECHNOLOGIES INC COM CL A(MIR) | 64,495 | 81,691 | +17,196 | 1,388,577 | 1,900,133 | 0.06% | +511,556 |
| CATERPILLAR INC COM(CAT) | 6,599 | 6,393 | -206 | 2,561,798 | 3,050,420 | 0.09% | +488,622 |
| TJX COS INC NEW COM(TJX) | 25,732 | 25,132 | -600 | 3,177,645 | 3,632,579 | 0.11% | +454,934 |
| BANK AMERICA CORP COM | 153,328 | 149,307 | -4,021 | 7,255,481 | 7,702,748 | 0.24% | +447,267 |
| JOHNSON CTLS INTL PLC SHS | 0 | 3,997 | +3,997 | 0 | 439,470 | 0.01% | +439,470 |
| VERALTO CORP COM SHS(VLTO) | 13,961 | 17,312 | +3,351 | 1,409,363 | 1,845,632 | 0.06% | +436,269 |
| AIRBNB INC COM CL A | 57,435 | 66,071 | +8,636 | 7,600,948 | 8,022,341 | 0.25% | +421,393 |
| AMERICAN WTR WKS CO INC NEW COM | 8,333 | 11,189 | +2,856 | 1,159,204 | 1,557,397 | 0.05% | +398,193 |
| MICRON TECHNOLOGY INC COM(MU) | 9,761 | 9,476 | -285 | 1,203,043 | 1,585,524 | 0.05% | +382,481 |
| CITIGROUP INC COM NEW(C) | 26,553 | 25,720 | -833 | 2,260,191 | 2,610,580 | 0.08% | +350,389 |
| SHOPIFY INC CL A SUB VTG SHS(SHOP) | 11,914 | 11,496 | -418 | 1,374,280 | 1,708,421 | 0.05% | +334,141 |
| IDEXX LABS INC COM(IDXX) | 3,354 | 3,314 | -40 | 1,798,884 | 2,117,281 | 0.07% | +318,397 |
| WELLTOWER INC COM(WELL) | 15,137 | 14,663 | -474 | 2,327,011 | 2,612,067 | 0.08% | +285,056 |
| HOME DEPOT INC COM(HD) | 10,786 | 10,452 | -334 | 3,954,579 | 4,235,046 | 0.13% | +280,467 |
| QUANTA SVCS INC COM | 9,552 | 9,376 | -176 | 3,611,420 | 3,885,602 | 0.12% | +274,182 |
| MORGAN STANLEY COM NEW(MS) | 20,803 | 20,151 | -652 | 2,930,311 | 3,203,203 | 0.10% | +272,892 |
| NEWMONT CORP COM(NEM) | 11,700 | 11,240 | -460 | 681,642 | 947,644 | 0.03% | +266,002 |
| ADVANCED MICRO DEVICES INC COM(AMD) | 17,799 | 17,242 | -557 | 2,525,678 | 2,789,583 | 0.09% | +263,905 |
| PARKER-HANNIFIN CORP COM(PH) | 5,000 | 4,919 | -81 | 3,492,350 | 3,729,340 | 0.12% | +236,990 |
| GE VERNOVA INC COM(GEV) | 3,528 | 3,416 | -112 | 1,866,841 | 2,100,498 | 0.07% | +233,657 |
| AGNICO EAGLE MINES LTD COM(AEM) | 5,421 | 5,207 | -214 | 644,720 | 877,692 | 0.03% | +232,972 |
| BANK NEW YORK MELLON CORP COM | 15,694 | 15,236 | -458 | 1,429,880 | 1,660,115 | 0.05% | +230,235 |
| KLA CORP COM NEW(KLAC) | 1,595 | 1,538 | -57 | 1,428,705 | 1,658,887 | 0.05% | +230,182 |
| AMERICAN TOWER CORP NEW COM(AMT) | 2,976 | 4,615 | +1,639 | 657,756 | 887,557 | 0.03% | +229,801 |
| GENERAL MTRS CO COM(GM) | 19,933 | 19,350 | -583 | 980,903 | 1,179,770 | 0.04% | +198,867 |
| UNITEDHEALTH GROUP INC COM(UNH) | 8,805 | 8,530 | -275 | 2,746,896 | 2,945,409 | 0.09% | +198,513 |
| INTEL CORP COM(INTC) | 18,656 | 17,968 | -688 | 417,894 | 602,826 | 0.02% | +184,932 |
| D R HORTON INC COM(DHI) | 5,258 | 5,088 | -170 | 677,861 | 862,263 | 0.03% | +184,402 |
| CRH PLC ORD | 7,336 | 7,106 | -230 | 673,445 | 852,009 | 0.03% | +178,564 |
| GARMIN LTD SHS(GRMN) | 6,070 | 5,857 | -213 | 1,266,930 | 1,442,111 | 0.04% | +175,181 |
| ROYAL BK CDA COM(RY) | 15,487 | 15,001 | -486 | 2,037,315 | 2,209,947 | 0.07% | +172,632 |
| TRIMBLE INC COM(TRMB) | 40,150 | 39,371 | -779 | 3,050,597 | 3,214,642 | 0.10% | +164,045 |
| OREILLY AUTOMOTIVE INC COM(ORLY) | 10,859 | 10,545 | -314 | 978,722 | 1,136,856 | 0.04% | +158,134 |