Filed: 1/18/2023ACC: 0001140361-23-001871
📋 What this filing means
SUMITOMO LIFE INSURANCE CO filed this quarterly 13F‑HR report disclosing 262 equity positions with a total reported market value of $1.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
262
Positions
$1.36M
Total AUM (reported)
13.60M
Total Shares
Allocation by class
COMMON$1.36M100.0%
Portfolio Concentration
Top 3$717.7K52.9%
4–10$172.3K12.7%
11–25$99.7K7.4%
Rest$366.5K27.0%
Top 3 weight
52.9%
Top 10 weight
65.6%
Voting Authority Distribution
Total shares with voting rights: 4.94M
Sole
Full voting authority
4.94M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole262
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings262
Rows:
VANGUARD WHITEHALL FDS HIGH DIV YLD
SOLEShares4.80M
TypeSH
Market value$519.1K
38.27%
Sole
0.00
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR TR UNIT
SOLEShares380K
TypeSH
Market value$145.3K
10.71%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR JPMORGAN USD EMG
SOLEShares630.34K
TypeSH
Market value$53.3K
3.93%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR TIPS BD ETF
SOLEShares367.28K
TypeSH
Market value$39.1K
2.88%
Sole
0.00
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II SR LN ETF
SOLEShares1.61M
TypeSH
Market value$33.1K
2.44%
Sole
0.00
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares245.85K
TypeSH
Market value$31.9K
2.36%
Sole
245.85K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares118.81K
TypeSH
Market value$28.5K
2.10%
Sole
118.81K
Shared
0.00
None
0.00
ISHARES S&P GSCI COMMODITY- UNIT BEN INT
SOLEShares873.49K
TypeSH
Market value$18.5K
1.37%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares126.27K
TypeSH
Market value$10.6K
0.78%
Sole
126.27K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares120.13K
TypeSH
Market value$10.6K
0.78%
Sole
120.13K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC COM
SOLEShares17.63K
TypeSH
Market value$9.3K
0.69%
Sole
17.63K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares91.17K
TypeSH
Market value$8.1K
0.60%
Sole
91.17K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares54.61K
TypeSH
Market value$8.0K
0.59%
Sole
54.61K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO COM
SOLEShares58.88K
TypeSH
Market value$7.9K
0.58%
Sole
58.88K
Shared
0.00
None
0.00
LILLY ELI & CO COM
SOLEShares20.44K
TypeSH
Market value$7.5K
0.55%
Sole
20.44K
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares35.72K
TypeSH
Market value$7.4K
0.55%
Sole
35.72K
Shared
0.00
None
0.00
CHEVRON CORP NEW COM
SOLEShares37.30K
TypeSH
Market value$6.7K
0.49%
Sole
37.30K
Shared
0.00
None
0.00
HOME DEPOT INC COM
SOLEShares21.17K
TypeSH
Market value$6.7K
0.49%
Sole
21.17K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares35.20K
TypeSH
Market value$6.2K
0.46%
Sole
35.20K
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares53.85K
TypeSH
Market value$5.9K
0.44%
Sole
53.85K
Shared
0.00
None
0.00
BANK AMERICA CORP COM
SOLEShares167.60K
TypeSH
Market value$5.6K
0.41%
Sole
167.60K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC COM
SOLEShares9.97K
TypeSH
Market value$5.5K
0.40%
Sole
9.97K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares16.30K
TypeSH
Market value$5.0K
0.37%
Sole
16.30K
Shared
0.00
None
0.00
EOG RES INC COM
SOLEShares38.37K
TypeSH
Market value$5.0K
0.37%
Sole
38.37K
Shared
0.00
None
0.00
MERCK & CO INC COM
SOLEShares44.26K
TypeSH
Market value$4.9K
0.36%
Sole
44.26K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WHITEHALL FDS HIGH DIV YLDSOLE | Common | 4.80M | SH | $519.1K 38.27% | 0.00 | 0.00 | 0.00 |
SPDR S&P 500 ETF TR TR UNITSOLE | Common | 380K | SH | $145.3K 10.71% | 0.00 | 0.00 | 0.00 |
ISHARES TR JPMORGAN USD EMGSOLE | Common | 630.34K | SH | $53.3K 3.93% | 0.00 | 0.00 | 0.00 |
ISHARES TR TIPS BD ETFSOLE | Common | 367.28K | SH | $39.1K 2.88% | 0.00 | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR II SR LN ETFSOLE | Common | 1.61M | SH | $33.1K 2.44% | 0.00 | 0.00 | 0.00 |
APPLE INC COMSOLE | Common | 245.85K | SH | $31.9K 2.36% | 245.85K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Common | 118.81K | SH | $28.5K 2.10% | 118.81K | 0.00 | 0.00 |
ISHARES S&P GSCI COMMODITY- UNIT BEN INTSOLE | Common | 873.49K | SH | $18.5K 1.37% | 0.00 | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Common | 126.27K | SH | $10.6K 0.78% | 126.27K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Common | 120.13K | SH | $10.6K 0.78% | 120.13K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INC COMSOLE | Common | 17.63K | SH | $9.3K 0.69% | 17.63K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Common | 91.17K | SH | $8.1K 0.60% | 91.17K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Common | 54.61K | SH | $8.0K 0.59% | 54.61K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Common | 58.88K | SH | $7.9K 0.58% | 58.88K | 0.00 | 0.00 |
LILLY ELI & CO COMSOLE | Common | 20.44K | SH | $7.5K 0.55% | 20.44K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Common | 35.72K | SH | $7.4K 0.55% | 35.72K | 0.00 | 0.00 |
CHEVRON CORP NEW COMSOLE | Common | 37.30K | SH | $6.7K 0.49% | 37.30K | 0.00 | 0.00 |
HOME DEPOT INC COMSOLE | Common | 21.17K | SH | $6.7K 0.49% | 21.17K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Common | 35.20K | SH | $6.2K 0.46% | 35.20K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | Common | 53.85K | SH | $5.9K 0.44% | 53.85K | 0.00 | 0.00 |
BANK AMERICA CORP COMSOLE | Common | 167.60K | SH | $5.6K 0.41% | 167.60K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC COMSOLE | Common | 9.97K | SH | $5.5K 0.40% | 9.97K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Common | 16.30K | SH | $5.0K 0.37% | 16.30K | 0.00 | 0.00 |
EOG RES INC COMSOLE | Common | 38.37K | SH | $5.0K 0.37% | 38.37K | 0.00 | 0.00 |
MERCK & CO INC COMSOLE | Common | 44.26K | SH | $4.9K 0.36% | 44.26K | 0.00 | 0.00 |
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