Filed: 8/5/2025ACC: 0001140361-25-028716
📋 What this filing means
SUMITOMO LIFE INSURANCE CO filed this quarterly 13F‑HR report disclosing 265 equity positions with a total reported market value of $1.47B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
265
Positions
$1.47B
Total AUM (reported)
13.46M
Total Shares
Allocation by class
COMMON$1.47B100.0%
Portfolio Concentration
Top 3$337.81M22.9%
4–10$342.56M23.2%
11–25$245.82M16.7%
Rest$548.12M37.2%
Top 3 weight
22.9%
Top 10 weight
46.1%
Voting Authority Distribution
Total shares with voting rights: 6.01M
Sole
Full voting authority
6.01M
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)
Sole265
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings265
Rows:
ISHARES TR S&P 500 BUYWRITE
SOLEShares3.03M
TypeSH
Market value$139.28M
9.45%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR TIPS BD ETF
SOLEShares1.02M
TypeSH
Market value$112.26M
7.61%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares546.08K
TypeSH
Market value$86.28M
5.85%
Sole
546.08K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares166.76K
TypeSH
Market value$82.95M
5.63%
Sole
166.76K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares284.08K
TypeSH
Market value$58.28M
3.95%
Sole
284.08K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II SR LN ETF
SOLEShares2.17M
TypeSH
Market value$45.34M
3.08%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares200.89K
TypeSH
Market value$44.07M
2.99%
Sole
200.89K
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares56.88K
TypeSH
Market value$41.98M
2.85%
Sole
56.88K
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares135.74K
TypeSH
Market value$37.42M
2.54%
Sole
135.74K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares184.54K
TypeSH
Market value$32.52M
2.21%
Sole
184.54K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO. COM
SOLEShares102.27K
TypeSH
Market value$29.65M
2.01%
Sole
102.27K
Shared
0.00
None
0.00
ELI LILLY & CO COM
SOLEShares31.08K
TypeSH
Market value$24.23M
1.64%
Sole
31.08K
Shared
0.00
None
0.00
VANGUARD INDEX FDS REAL ESTATE ETF
SOLEShares260.71K
TypeSH
Market value$23.22M
1.57%
Sole
0.00
Shared
0.00
None
0.00
SERVICENOW INC COM
SOLEShares18.18K
TypeSH
Market value$18.69M
1.27%
Sole
18.18K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED CL A
SOLEShares31.40K
TypeSH
Market value$17.65M
1.20%
Sole
31.40K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO COM
SOLEShares97.75K
TypeSH
Market value$15.57M
1.06%
Sole
97.75K
Shared
0.00
None
0.00
S&P GLOBAL INC COM
SOLEShares28.70K
TypeSH
Market value$15.14M
1.03%
Sole
28.70K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS EURO STOXX 50
SOLEShares236.10K
TypeSH
Market value$14.10M
0.96%
Sole
0.00
Shared
0.00
None
0.00
WALMART INC COM
SOLEShares139.43K
TypeSH
Market value$13.63M
0.92%
Sole
139.43K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC COM NEW
SOLEShares24.79K
TypeSH
Market value$13.47M
0.91%
Sole
24.79K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC COM
SOLEShares18.99K
TypeSH
Market value$13.44M
0.91%
Sole
18.99K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC COM
SOLEShares133.16K
TypeSH
Market value$12.42M
0.84%
Sole
133.16K
Shared
0.00
None
0.00
WASTE MGMT INC DEL COM
SOLEShares51.26K
TypeSH
Market value$11.73M
0.80%
Sole
51.26K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares65.44K
TypeSH
Market value$11.61M
0.79%
Sole
65.44K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP COM
SOLEShares104.94K
TypeSH
Market value$11.27M
0.76%
Sole
104.94K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TR S&P 500 BUYWRITESOLE | Common | 3.03M | SH | $139.28M 9.45% | 0.00 | 0.00 | 0.00 |
ISHARES TR TIPS BD ETFSOLE | Common | 1.02M | SH | $112.26M 7.61% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Common | 546.08K | SH | $86.28M 5.85% | 546.08K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Common | 166.76K | SH | $82.95M 5.63% | 166.76K | 0.00 | 0.00 |
APPLE INC COMSOLE | Common | 284.08K | SH | $58.28M 3.95% | 284.08K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR II SR LN ETFSOLE | Common | 2.17M | SH | $45.34M 3.08% | 0.00 | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Common | 200.89K | SH | $44.07M 2.99% | 200.89K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Common | 56.88K | SH | $41.98M 2.85% | 56.88K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Common | 135.74K | SH | $37.42M 2.54% | 135.74K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Common | 184.54K | SH | $32.52M 2.21% | 184.54K | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | Common | 102.27K | SH | $29.65M 2.01% | 102.27K | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | Common | 31.08K | SH | $24.23M 1.64% | 31.08K | 0.00 | 0.00 |
VANGUARD INDEX FDS REAL ESTATE ETFSOLE | Common | 260.71K | SH | $23.22M 1.57% | 0.00 | 0.00 | 0.00 |
SERVICENOW INC COMSOLE | Common | 18.18K | SH | $18.69M 1.27% | 18.18K | 0.00 | 0.00 |
MASTERCARD INCORPORATED CL ASOLE | Common | 31.40K | SH | $17.65M 1.20% | 31.40K | 0.00 | 0.00 |
PROCTER AND GAMBLE CO COMSOLE | Common | 97.75K | SH | $15.57M 1.06% | 97.75K | 0.00 | 0.00 |
S&P GLOBAL INC COMSOLE | Common | 28.70K | SH | $15.14M 1.03% | 28.70K | 0.00 | 0.00 |
SPDR INDEX SHS FDS EURO STOXX 50SOLE | Common | 236.10K | SH | $14.10M 0.96% | 0.00 | 0.00 | 0.00 |
WALMART INC COMSOLE | Common | 139.43K | SH | $13.63M 0.92% | 139.43K | 0.00 | 0.00 |
INTUITIVE SURGICAL INC COM NEWSOLE | Common | 24.79K | SH | $13.47M 0.91% | 24.79K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INC COMSOLE | Common | 18.99K | SH | $13.44M 0.91% | 18.99K | 0.00 | 0.00 |
UBER TECHNOLOGIES INC COMSOLE | Common | 133.16K | SH | $12.42M 0.84% | 133.16K | 0.00 | 0.00 |
WASTE MGMT INC DEL COMSOLE | Common | 51.26K | SH | $11.73M 0.80% | 51.26K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Common | 65.44K | SH | $11.61M 0.79% | 65.44K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORP COMSOLE | Common | 104.94K | SH | $11.27M 0.76% | 104.94K | 0.00 | 0.00 |
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