Filed: 4/27/2023ACC: 0001140361-23-020677
📋 What this filing means
SUMITOMO LIFE INSURANCE CO filed this quarterly 13F‑HR report disclosing 256 equity positions with a total reported market value of $1.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
256
Positions
$1.19M
Total AUM (reported)
14.70M
Total Shares
Allocation by class
COMMON$1.19M100.0%
Portfolio Concentration
Top 3$415.7K35.0%
4–10$280.5K23.6%
11–25$115.0K9.7%
Rest$377.3K31.7%
Top 3 weight
35.0%
Top 10 weight
58.6%
Voting Authority Distribution
Total shares with voting rights: 4.85M
Sole
Full voting authority
4.85M
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)
Sole256
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings256
Rows:
SPDR S&P 500 ETF TR TR UNIT
SOLEShares380K
TypeSH
Market value$155.6K
13.09%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR TIPS BD ETF
SOLEShares1.31M
TypeSH
Market value$144.4K
12.15%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
SOLEShares2.86M
TypeSH
Market value$115.7K
9.74%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR JPMORGAN USD EMG
SOLEShares857.73K
TypeSH
Market value$74.0K
6.23%
Sole
0.00
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II SR LN ETF
SOLEShares2.46M
TypeSH
Market value$51.1K
4.30%
Sole
0.00
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares243.71K
TypeSH
Market value$40.2K
3.38%
Sole
243.71K
Shared
0.00
None
0.00
VANGUARD INDEX FDS REAL ESTATE ETF
SOLEShares413.33K
TypeSH
Market value$34.3K
2.89%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares118.33K
TypeSH
Market value$34.1K
2.87%
Sole
118.33K
Shared
0.00
None
0.00
ISHARES S&P GSCI COMMODITY- UNIT BEN INT
SOLEShares1.58M
TypeSH
Market value$31.7K
2.67%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares54.25K
TypeSH
Market value$15.1K
1.27%
Sole
54.25K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares125.33K
TypeSH
Market value$12.9K
1.09%
Sole
125.33K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares119.37K
TypeSH
Market value$12.4K
1.04%
Sole
119.37K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares92.61K
TypeSH
Market value$9.6K
0.81%
Sole
92.61K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC COM
SOLEShares17.83K
TypeSH
Market value$8.4K
0.71%
Sole
17.83K
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares35.48K
TypeSH
Market value$8.0K
0.67%
Sole
35.48K
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares36.67K
TypeSH
Market value$7.8K
0.65%
Sole
36.67K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO COM
SOLEShares58.02K
TypeSH
Market value$7.6K
0.64%
Sole
58.02K
Shared
0.00
None
0.00
TESLA INC COM
SOLEShares34.35K
TypeSH
Market value$7.1K
0.60%
Sole
34.35K
Shared
0.00
None
0.00
LILLY ELI & CO COM
SOLEShares20.57K
TypeSH
Market value$7.1K
0.59%
Sole
20.57K
Shared
0.00
None
0.00
HOME DEPOT INC COM
SOLEShares21.03K
TypeSH
Market value$6.2K
0.52%
Sole
21.03K
Shared
0.00
None
0.00
CHEVRON CORP NEW COM
SOLEShares37.02K
TypeSH
Market value$6.0K
0.51%
Sole
37.02K
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares53.46K
TypeSH
Market value$5.9K
0.49%
Sole
53.46K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC COM
SOLEShares9.73K
TypeSH
Market value$5.6K
0.47%
Sole
9.73K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares34.95K
TypeSH
Market value$5.4K
0.46%
Sole
34.95K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares16.18K
TypeSH
Market value$5.0K
0.42%
Sole
16.18K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TR TR UNITSOLE | Common | 380K | SH | $155.6K 13.09% | 0.00 | 0.00 | 0.00 |
ISHARES TR TIPS BD ETFSOLE | Common | 1.31M | SH | $144.4K 12.15% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETFSOLE | Common | 2.86M | SH | $115.7K 9.74% | 0.00 | 0.00 | 0.00 |
ISHARES TR JPMORGAN USD EMGSOLE | Common | 857.73K | SH | $74.0K 6.23% | 0.00 | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR II SR LN ETFSOLE | Common | 2.46M | SH | $51.1K 4.30% | 0.00 | 0.00 | 0.00 |
APPLE INC COMSOLE | Common | 243.71K | SH | $40.2K 3.38% | 243.71K | 0.00 | 0.00 |
VANGUARD INDEX FDS REAL ESTATE ETFSOLE | Common | 413.33K | SH | $34.3K 2.89% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Common | 118.33K | SH | $34.1K 2.87% | 118.33K | 0.00 | 0.00 |
ISHARES S&P GSCI COMMODITY- UNIT BEN INTSOLE | Common | 1.58M | SH | $31.7K 2.67% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Common | 54.25K | SH | $15.1K 1.27% | 54.25K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Common | 125.33K | SH | $12.9K 1.09% | 125.33K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Common | 119.37K | SH | $12.4K 1.04% | 119.37K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Common | 92.61K | SH | $9.6K 0.81% | 92.61K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INC COMSOLE | Common | 17.83K | SH | $8.4K 0.71% | 17.83K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Common | 35.48K | SH | $8.0K 0.67% | 35.48K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Common | 36.67K | SH | $7.8K 0.65% | 36.67K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Common | 58.02K | SH | $7.6K 0.64% | 58.02K | 0.00 | 0.00 |
TESLA INC COMSOLE | Common | 34.35K | SH | $7.1K 0.60% | 34.35K | 0.00 | 0.00 |
LILLY ELI & CO COMSOLE | Common | 20.57K | SH | $7.1K 0.59% | 20.57K | 0.00 | 0.00 |
HOME DEPOT INC COMSOLE | Common | 21.03K | SH | $6.2K 0.52% | 21.03K | 0.00 | 0.00 |
CHEVRON CORP NEW COMSOLE | Common | 37.02K | SH | $6.0K 0.51% | 37.02K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | Common | 53.46K | SH | $5.9K 0.49% | 53.46K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC COMSOLE | Common | 9.73K | SH | $5.6K 0.47% | 9.73K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Common | 34.95K | SH | $5.4K 0.46% | 34.95K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Common | 16.18K | SH | $5.0K 0.42% | 16.18K | 0.00 | 0.00 |
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