Filed: 5/12/2026ACC: 0001140361-26-020673
📋 What this filing means
SUMITOMO LIFE INSURANCE CO filed this quarterly 13F‑HR report disclosing 282 equity positions with a total reported market value of $4.25B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
282
Positions
$4.25B
Total AUM (reported)
74.03M
Total Shares
Allocation by class
COMMON$4.25B100.0%
Portfolio Concentration
Top 3$2.23B52.5%
4–10$736.46M17.3%
11–25$501.59M11.8%
Rest$783.10M18.4%
Top 3 weight
52.5%
Top 10 weight
69.8%
Voting Authority Distribution
Total shares with voting rights: 7.33M
Sole
Full voting authority
6.94M
shares
% of voting shares94.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
383.09K
shares
% of voting shares5.2%
Investment Discretion (by position count)
Sole282
Shared0
Other0
Dominant voting typeSole · 94.8% of voting shares
Institutional Holdings282
Rows:
SCHWAB STRATEGIC TR US DIVIDEND EQ
SOLEShares45.45M
TypeSH
Market value$1.39B
32.77%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR CORE S&P500 ETF
SOLEShares1.03M
TypeSH
Market value$672.15M
15.80%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR TIPS BD ETF
SOLEShares1.51M
TypeSH
Market value$167.02M
3.93%
Sole
0.00
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT
SOLEShares6.22M
TypeSH
Market value$136.78M
3.21%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR S&P 500 BUYWRITE
SOLEShares3.03M
TypeSH
Market value$132.29M
3.11%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR JPMORGAN USD EMG
SOLEShares1.34M
TypeSH
Market value$125.65M
2.95%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares634.71K
TypeSH
Market value$110.69M
2.60%
Sole
634.71K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares354.27K
TypeSH
Market value$89.91M
2.11%
Sole
354.27K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares258.12K
TypeSH
Market value$74.22M
1.74%
Sole
258.12K
Shared
0.00
None
0.00
GLOBAL X FDS S&P 500 COVERED
SOLEShares1.71M
TypeSH
Market value$66.91M
1.57%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares177.83K
TypeSH
Market value$65.83M
1.55%
Sole
177.83K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares270.26K
TypeSH
Market value$56.29M
1.32%
Sole
270.26K
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares127.67K
TypeSH
Market value$39.51M
0.93%
Sole
127.67K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II SR LN ETF
SOLEShares1.87M
TypeSH
Market value$38.23M
0.90%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
SOLEShares688.14K
TypeSH
Market value$37.19M
0.87%
Sole
0.00
Shared
0.00
None
0.00
ELI LILLY & CO COM
SOLEShares39K
TypeSH
Market value$35.87M
0.84%
Sole
39K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO COM
SOLEShares103.66K
TypeSH
Market value$30.49M
0.72%
Sole
103.66K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS EM MK GOV BD ETF
SOLEShares446.10K
TypeSH
Market value$29.30M
0.69%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares46.23K
TypeSH
Market value$26.45M
0.62%
Sole
46.23K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR US TIPS ETF
SOLEShares934.90K
TypeSH
Market value$24.88M
0.58%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS S&P 500 ETF SHS
SOLEShares41.60K
TypeSH
Market value$24.86M
0.58%
Sole
0.00
Shared
0.00
None
0.00
MASTERCARD INCORPORATED CL A
SOLEShares49.02K
TypeSH
Market value$24.50M
0.58%
Sole
49.02K
Shared
0.00
None
0.00
VANGUARD INDEX FDS REAL ESTATE ETF
SOLEShares266.08K
TypeSH
Market value$23.60M
0.55%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR BROAD USD HIGH
SOLEShares610.70K
TypeSH
Market value$22.50M
0.53%
Sole
0.00
Shared
0.00
None
0.00
WALMART INC COM
SOLEShares177.75K
TypeSH
Market value$22.09M
0.52%
Sole
177.75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR US DIVIDEND EQSOLE | Common | 45.45M | SH | $1.39B 32.77% | 0.00 | 0.00 | 0.00 |
ISHARES TR CORE S&P500 ETFSOLE | Common | 1.03M | SH | $672.15M 15.80% | 0.00 | 0.00 | 0.00 |
ISHARES TR TIPS BD ETFSOLE | Common | 1.51M | SH | $167.02M 3.93% | 0.00 | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD T S&P500 BUY WRTSOLE | Common | 6.22M | SH | $136.78M 3.21% | 0.00 | 0.00 | 0.00 |
ISHARES TR S&P 500 BUYWRITESOLE | Common | 3.03M | SH | $132.29M 3.11% | 0.00 | 0.00 | 0.00 |
ISHARES TR JPMORGAN USD EMGSOLE | Common | 1.34M | SH | $125.65M 2.95% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Common | 634.71K | SH | $110.69M 2.60% | 634.71K | 0.00 | 0.00 |
APPLE INC COMSOLE | Common | 354.27K | SH | $89.91M 2.11% | 354.27K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Common | 258.12K | SH | $74.22M 1.74% | 258.12K | 0.00 | 0.00 |
GLOBAL X FDS S&P 500 COVEREDSOLE | Common | 1.71M | SH | $66.91M 1.57% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Common | 177.83K | SH | $65.83M 1.55% | 177.83K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Common | 270.26K | SH | $56.29M 1.32% | 270.26K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Common | 127.67K | SH | $39.51M 0.93% | 127.67K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR II SR LN ETFSOLE | Common | 1.87M | SH | $38.23M 0.90% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETFSOLE | Common | 688.14K | SH | $37.19M 0.87% | 0.00 | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | Common | 39K | SH | $35.87M 0.84% | 39K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Common | 103.66K | SH | $30.49M 0.72% | 103.66K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDS EM MK GOV BD ETFSOLE | Common | 446.10K | SH | $29.30M 0.69% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Common | 46.23K | SH | $26.45M 0.62% | 46.23K | 0.00 | 0.00 |
SCHWAB STRATEGIC TR US TIPS ETFSOLE | Common | 934.90K | SH | $24.88M 0.58% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDS S&P 500 ETF SHSSOLE | Common | 41.60K | SH | $24.86M 0.58% | 0.00 | 0.00 | 0.00 |
MASTERCARD INCORPORATED CL ASOLE | Common | 49.02K | SH | $24.50M 0.58% | 49.02K | 0.00 | 0.00 |
VANGUARD INDEX FDS REAL ESTATE ETFSOLE | Common | 266.08K | SH | $23.60M 0.55% | 0.00 | 0.00 | 0.00 |
ISHARES TR BROAD USD HIGHSOLE | Common | 610.70K | SH | $22.50M 0.53% | 0.00 | 0.00 | 0.00 |
WALMART INC COMSOLE | Common | 177.75K | SH | $22.09M 0.52% | 177.75K | 0.00 | 0.00 |
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