Filed: 7/19/2024ACC: 0001140361-24-033533
📋 What this filing means
SUMITOMO LIFE INSURANCE CO filed this quarterly 13F‑HR report disclosing 274 equity positions with a total reported market value of $4.32B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
274
Positions
$4.32B
Total AUM (reported)
49.67M
Total Shares
Allocation by class
COMMON$4.32B100.0%
Portfolio Concentration
Top 3$2.60B60.1%
4–10$754.03M17.4%
11–25$410.86M9.5%
Rest$560.64M13.0%
Top 3 weight
60.1%
Top 10 weight
77.5%
Voting Authority Distribution
Total shares with voting rights: 5.56M
Sole
Full voting authority
5.56M
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)
Sole274
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings274
Rows:
VANGUARD WHITEHALL FDS HIGH DIV YLD
SOLEShares15.13M
TypeSH
Market value$1.61B
37.26%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR US DIVIDEND EQ
SOLEShares8.94M
TypeSH
Market value$677.62M
15.68%
Sole
0.00
Shared
0.00
None
0.00
SPDR SER TR PORTFOLIO S&P500
SOLEShares5.09M
TypeSH
Market value$308.84M
7.15%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR CORE S&P500 ETF
SOLEShares555K
TypeSH
Market value$266.63M
6.17%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
SOLEShares3.61M
TypeSH
Market value$157.97M
3.65%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR JPMORGAN USD EMG
SOLEShares1.01M
TypeSH
Market value$89.08M
2.06%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares147.98K
TypeSH
Market value$63.66M
1.47%
Sole
147.98K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II SR LN ETF
SOLEShares3.01M
TypeSH
Market value$63.36M
1.47%
Sole
0.00
Shared
0.00
None
0.00
ISHARES S&P GSCI COMMODITY- UNIT BEN INT
SOLEShares2.59M
TypeSH
Market value$57.45M
1.33%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares522.68K
TypeSH
Market value$55.89M
1.29%
Sole
522.68K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares232.79K
TypeSH
Market value$47.86M
1.11%
Sole
232.79K
Shared
0.00
None
0.00
VANGUARD INDEX FDS REAL ESTATE ETF
SOLEShares556.53K
TypeSH
Market value$46.61M
1.08%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR BROAD USD HIGH
SOLEShares1.01M
TypeSH
Market value$36.26M
0.84%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR US TIPS ETF
SOLEShares699.40K
TypeSH
Market value$36.22M
0.84%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS EM MK GOV BD ETF
SOLEShares517.60K
TypeSH
Market value$32.41M
0.75%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares185.50K
TypeSH
Market value$31.36M
0.73%
Sole
185.50K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares168K
TypeSH
Market value$29.92M
0.69%
Sole
168K
Shared
0.00
None
0.00
ISHARES INC CORE MSCI EMKT
SOLEShares507.40K
TypeSH
Market value$25.13M
0.58%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares49.09K
TypeSH
Market value$24.46M
0.57%
Sole
49.09K
Shared
0.00
None
0.00
VANGUARD INDEX FDS S&P 500 ETF SHS
SOLEShares53.30K
TypeSH
Market value$23.33M
0.54%
Sole
0.00
Shared
0.00
None
0.00
ELI LILLY & CO COM
SOLEShares24.52K
TypeSH
Market value$20.29M
0.47%
Sole
24.52K
Shared
0.00
None
0.00
ISHARES TR CRE U S REIT ETF
SOLEShares295.40K
TypeSH
Market value$15.44M
0.36%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares9.66K
TypeSH
Market value$14.46M
0.33%
Sole
9.66K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO. COM
SOLEShares71.56K
TypeSH
Market value$14.31M
0.33%
Sole
71.56K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares69.70K
TypeSH
Market value$12.78M
0.30%
Sole
69.70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WHITEHALL FDS HIGH DIV YLDSOLE | Common | 15.13M | SH | $1.61B 37.26% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TR US DIVIDEND EQSOLE | Common | 8.94M | SH | $677.62M 15.68% | 0.00 | 0.00 | 0.00 |
SPDR SER TR PORTFOLIO S&P500SOLE | Common | 5.09M | SH | $308.84M 7.15% | 0.00 | 0.00 | 0.00 |
ISHARES TR CORE S&P500 ETFSOLE | Common | 555K | SH | $266.63M 6.17% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETFSOLE | Common | 3.61M | SH | $157.97M 3.65% | 0.00 | 0.00 | 0.00 |
ISHARES TR JPMORGAN USD EMGSOLE | Common | 1.01M | SH | $89.08M 2.06% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Common | 147.98K | SH | $63.66M 1.47% | 147.98K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR II SR LN ETFSOLE | Common | 3.01M | SH | $63.36M 1.47% | 0.00 | 0.00 | 0.00 |
ISHARES S&P GSCI COMMODITY- UNIT BEN INTSOLE | Common | 2.59M | SH | $57.45M 1.33% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Common | 522.68K | SH | $55.89M 1.29% | 522.68K | 0.00 | 0.00 |
APPLE INC COMSOLE | Common | 232.79K | SH | $47.86M 1.11% | 232.79K | 0.00 | 0.00 |
VANGUARD INDEX FDS REAL ESTATE ETFSOLE | Common | 556.53K | SH | $46.61M 1.08% | 0.00 | 0.00 | 0.00 |
ISHARES TR BROAD USD HIGHSOLE | Common | 1.01M | SH | $36.26M 0.84% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TR US TIPS ETFSOLE | Common | 699.40K | SH | $36.22M 0.84% | 0.00 | 0.00 | 0.00 |
VANGUARD WHITEHALL FDS EM MK GOV BD ETFSOLE | Common | 517.60K | SH | $32.41M 0.75% | 0.00 | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Common | 185.50K | SH | $31.36M 0.73% | 185.50K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Common | 168K | SH | $29.92M 0.69% | 168K | 0.00 | 0.00 |
ISHARES INC CORE MSCI EMKTSOLE | Common | 507.40K | SH | $25.13M 0.58% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Common | 49.09K | SH | $24.46M 0.57% | 49.09K | 0.00 | 0.00 |
VANGUARD INDEX FDS S&P 500 ETF SHSSOLE | Common | 53.30K | SH | $23.33M 0.54% | 0.00 | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | Common | 24.52K | SH | $20.29M 0.47% | 24.52K | 0.00 | 0.00 |
ISHARES TR CRE U S REIT ETFSOLE | Common | 295.40K | SH | $15.44M 0.36% | 0.00 | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Common | 9.66K | SH | $14.46M 0.33% | 9.66K | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | Common | 71.56K | SH | $14.31M 0.33% | 71.56K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Common | 69.70K | SH | $12.78M 0.30% | 69.70K | 0.00 | 0.00 |
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