Filed: 2/13/2026ACC: 0001140361-26-005135
📋 What this filing means
SUMITOMO LIFE INSURANCE CO filed this quarterly 13F‑HR report disclosing 281 equity positions with a total reported market value of $3.65B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
281
Positions
$3.65B
Total AUM (reported)
62.58M
Total Shares
Allocation by class
COMMON$3.65B100.0%
Portfolio Concentration
Top 3$1.51B41.4%
4–10$755.51M20.7%
11–25$593.16M16.2%
Rest$791.02M21.7%
Top 3 weight
41.4%
Top 10 weight
62.1%
Voting Authority Distribution
Total shares with voting rights: 7.09M
Sole
Full voting authority
6.75M
shares
% of voting shares95.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
346.14K
shares
% of voting shares4.9%
Investment Discretion (by position count)
Sole281
Shared0
Other0
Dominant voting typeSole · 95.1% of voting shares
Institutional Holdings281
Rows:
SCHWAB STRATEGIC TR US DIVIDEND EQ
SOLEShares31.05M
TypeSH
Market value$851.70M
23.32%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR CORE S&P500 ETF
SOLEShares751K
TypeSH
Market value$514.39M
14.09%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR JPMORGAN USD EMG
SOLEShares1.52M
TypeSH
Market value$146.15M
4.00%
Sole
0.00
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT
SOLEShares6.22M
TypeSH
Market value$142.00M
3.89%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR S&P 500 BUYWRITE
SOLEShares3.03M
TypeSH
Market value$137.96M
3.78%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares613.38K
TypeSH
Market value$114.39M
3.13%
Sole
613.38K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
SOLEShares2.01M
TypeSH
Market value$107.82M
2.95%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares189.75K
TypeSH
Market value$91.77M
2.51%
Sole
189.75K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares313.43K
TypeSH
Market value$85.21M
2.33%
Sole
313.43K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares243.96K
TypeSH
Market value$76.36M
2.09%
Sole
243.96K
Shared
0.00
None
0.00
GLOBAL X FDS S&P 500 COVERED
SOLEShares1.71M
TypeSH
Market value$69.48M
1.90%
Sole
0.00
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II SR LN ETF
SOLEShares3.17M
TypeSH
Market value$66.57M
1.82%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares266.29K
TypeSH
Market value$61.47M
1.68%
Sole
266.29K
Shared
0.00
None
0.00
VANGUARD INDEX FDS REAL ESTATE ETF
SOLEShares549.76K
TypeSH
Market value$48.65M
1.33%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares117.85K
TypeSH
Market value$40.79M
1.12%
Sole
117.85K
Shared
0.00
None
0.00
ISHARES S&P GSCI COMMODITY- UNIT BEN INT
SOLEShares1.75M
TypeSH
Market value$40.28M
1.10%
Sole
0.00
Shared
0.00
None
0.00
ELI LILLY & CO COM
SOLEShares32.55K
TypeSH
Market value$34.98M
0.96%
Sole
32.55K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS EM MK GOV BD ETF
SOLEShares502.30K
TypeSH
Market value$33.87M
0.93%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR US TIPS ETF
SOLEShares1.25M
TypeSH
Market value$33.11M
0.91%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares47.51K
TypeSH
Market value$31.36M
0.86%
Sole
47.51K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO. COM
SOLEShares95.60K
TypeSH
Market value$30.81M
0.84%
Sole
95.60K
Shared
0.00
None
0.00
ISHARES TR BROAD USD HIGH
SOLEShares754K
TypeSH
Market value$28.20M
0.77%
Sole
0.00
Shared
0.00
None
0.00
MASTERCARD INCORPORATED CL A
SOLEShares45.50K
TypeSH
Market value$25.97M
0.71%
Sole
45.50K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS EURO STOXX 50
SOLEShares391.30K
TypeSH
Market value$25.20M
0.69%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares71.50K
TypeSH
Market value$22.44M
0.61%
Sole
71.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR US DIVIDEND EQSOLE | Common | 31.05M | SH | $851.70M 23.32% | 0.00 | 0.00 | 0.00 |
ISHARES TR CORE S&P500 ETFSOLE | Common | 751K | SH | $514.39M 14.09% | 0.00 | 0.00 | 0.00 |
ISHARES TR JPMORGAN USD EMGSOLE | Common | 1.52M | SH | $146.15M 4.00% | 0.00 | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD T S&P500 BUY WRTSOLE | Common | 6.22M | SH | $142.00M 3.89% | 0.00 | 0.00 | 0.00 |
ISHARES TR S&P 500 BUYWRITESOLE | Common | 3.03M | SH | $137.96M 3.78% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Common | 613.38K | SH | $114.39M 3.13% | 613.38K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETFSOLE | Common | 2.01M | SH | $107.82M 2.95% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Common | 189.75K | SH | $91.77M 2.51% | 189.75K | 0.00 | 0.00 |
APPLE INC COMSOLE | Common | 313.43K | SH | $85.21M 2.33% | 313.43K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Common | 243.96K | SH | $76.36M 2.09% | 243.96K | 0.00 | 0.00 |
GLOBAL X FDS S&P 500 COVEREDSOLE | Common | 1.71M | SH | $69.48M 1.90% | 0.00 | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR II SR LN ETFSOLE | Common | 3.17M | SH | $66.57M 1.82% | 0.00 | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Common | 266.29K | SH | $61.47M 1.68% | 266.29K | 0.00 | 0.00 |
VANGUARD INDEX FDS REAL ESTATE ETFSOLE | Common | 549.76K | SH | $48.65M 1.33% | 0.00 | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Common | 117.85K | SH | $40.79M 1.12% | 117.85K | 0.00 | 0.00 |
ISHARES S&P GSCI COMMODITY- UNIT BEN INTSOLE | Common | 1.75M | SH | $40.28M 1.10% | 0.00 | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | Common | 32.55K | SH | $34.98M 0.96% | 32.55K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDS EM MK GOV BD ETFSOLE | Common | 502.30K | SH | $33.87M 0.93% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TR US TIPS ETFSOLE | Common | 1.25M | SH | $33.11M 0.91% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Common | 47.51K | SH | $31.36M 0.86% | 47.51K | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | Common | 95.60K | SH | $30.81M 0.84% | 95.60K | 0.00 | 0.00 |
ISHARES TR BROAD USD HIGHSOLE | Common | 754K | SH | $28.20M 0.77% | 0.00 | 0.00 | 0.00 |
MASTERCARD INCORPORATED CL ASOLE | Common | 45.50K | SH | $25.97M 0.71% | 45.50K | 0.00 | 0.00 |
SPDR INDEX SHS FDS EURO STOXX 50SOLE | Common | 391.30K | SH | $25.20M 0.69% | 0.00 | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Common | 71.50K | SH | $22.44M 0.61% | 71.50K | 0.00 | 0.00 |
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