Filed: 10/31/2022ACC: 0001567619-22-018927
📋 What this filing means
SUMITOMO LIFE INSURANCE CO filed this quarterly 13F‑HR report disclosing 266 equity positions with a total reported market value of $2.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
266
Positions
$2.36M
Total AUM (reported)
28.76M
Total Shares
Allocation by class
COMMON$2.36M100.0%
Portfolio Concentration
Top 3$1.57M66.4%
4–10$330.7K14.0%
11–25$110.0K4.7%
Rest$351.6K14.9%
Top 3 weight
66.4%
Top 10 weight
80.4%
Voting Authority Distribution
Total shares with voting rights: 5.08M
Sole
Full voting authority
5.08M
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)
Sole266
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings266
Rows:
VANGUARD WHITEHALL FDS HIGH DIV YLD
SOLEShares12.38M
TypeSH
Market value$1.17M
49.78%
Sole
0.00
Shared
0.00
None
0.00
ISHARES MSCI AC ASIA ETF
SOLEShares4.39M
TypeSH
Market value$257.1K
10.89%
Sole
0.00
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR TR UNIT
SOLEShares380K
TypeSH
Market value$135.7K
5.75%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR TIPS BD ETF
SOLEShares1.12M
TypeSH
Market value$117.8K
4.99%
Sole
0.00
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II SR LN ETF
SOLEShares2.69M
TypeSH
Market value$54.2K
2.30%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR JPMORGAN USD EMG
SOLEShares525K
TypeSH
Market value$41.7K
1.77%
Sole
0.00
Shared
0.00
None
0.00
ISHARES S&P GSCI COMMODITY- UNIT BEN INT
SOLEShares1.87M
TypeSH
Market value$38.5K
1.63%
Sole
0.00
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares258.65K
TypeSH
Market value$35.7K
1.51%
Sole
258.65K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares120.99K
TypeSH
Market value$28.2K
1.19%
Sole
120.99K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares128.51K
TypeSH
Market value$14.5K
0.62%
Sole
128.51K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
SOLEShares324K
TypeSH
Market value$11.8K
0.50%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares121.81K
TypeSH
Market value$11.7K
0.49%
Sole
121.81K
Shared
0.00
None
0.00
TESLA INC COM
SOLEShares36.19K
TypeSH
Market value$9.6K
0.41%
Sole
36.19K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC COM
SOLEShares17.80K
TypeSH
Market value$9.0K
0.38%
Sole
17.80K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares92.73K
TypeSH
Market value$8.9K
0.38%
Sole
92.73K
Shared
0.00
None
0.00
LILLY ELI & CO COM
SOLEShares20.76K
TypeSH
Market value$6.7K
0.28%
Sole
20.76K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares55.10K
TypeSH
Market value$6.7K
0.28%
Sole
55.10K
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares36.05K
TypeSH
Market value$6.4K
0.27%
Sole
36.05K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO COM
SOLEShares59.44K
TypeSH
Market value$6.2K
0.26%
Sole
59.44K
Shared
0.00
None
0.00
HOME DEPOT INC COM
SOLEShares21.35K
TypeSH
Market value$5.9K
0.25%
Sole
21.35K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares35.56K
TypeSH
Market value$5.8K
0.25%
Sole
35.56K
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares42.03K
TypeSH
Market value$5.7K
0.24%
Sole
42.03K
Shared
0.00
None
0.00
CHEVRON CORP NEW COM
SOLEShares37.61K
TypeSH
Market value$5.4K
0.23%
Sole
37.61K
Shared
0.00
None
0.00
BK OF AMERICA CORP COM
SOLEShares169.16K
TypeSH
Market value$5.1K
0.22%
Sole
169.16K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC COM
SOLEShares10.05K
TypeSH
Market value$5.1K
0.22%
Sole
10.05K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WHITEHALL FDS HIGH DIV YLDSOLE | Common | 12.38M | SH | $1.17M 49.78% | 0.00 | 0.00 | 0.00 |
ISHARES MSCI AC ASIA ETFSOLE | Common | 4.39M | SH | $257.1K 10.89% | 0.00 | 0.00 | 0.00 |
SPDR S&P 500 ETF TR TR UNITSOLE | Common | 380K | SH | $135.7K 5.75% | 0.00 | 0.00 | 0.00 |
ISHARES TR TIPS BD ETFSOLE | Common | 1.12M | SH | $117.8K 4.99% | 0.00 | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR II SR LN ETFSOLE | Common | 2.69M | SH | $54.2K 2.30% | 0.00 | 0.00 | 0.00 |
ISHARES TR JPMORGAN USD EMGSOLE | Common | 525K | SH | $41.7K 1.77% | 0.00 | 0.00 | 0.00 |
ISHARES S&P GSCI COMMODITY- UNIT BEN INTSOLE | Common | 1.87M | SH | $38.5K 1.63% | 0.00 | 0.00 | 0.00 |
APPLE INC COMSOLE | Common | 258.65K | SH | $35.7K 1.51% | 258.65K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Common | 120.99K | SH | $28.2K 1.19% | 120.99K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Common | 128.51K | SH | $14.5K 0.62% | 128.51K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETFSOLE | Common | 324K | SH | $11.8K 0.50% | 0.00 | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Common | 121.81K | SH | $11.7K 0.49% | 121.81K | 0.00 | 0.00 |
TESLA INC COMSOLE | Common | 36.19K | SH | $9.6K 0.41% | 36.19K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INC COMSOLE | Common | 17.80K | SH | $9.0K 0.38% | 17.80K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Common | 92.73K | SH | $8.9K 0.38% | 92.73K | 0.00 | 0.00 |
LILLY ELI & CO COMSOLE | Common | 20.76K | SH | $6.7K 0.28% | 20.76K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Common | 55.10K | SH | $6.7K 0.28% | 55.10K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Common | 36.05K | SH | $6.4K 0.27% | 36.05K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Common | 59.44K | SH | $6.2K 0.26% | 59.44K | 0.00 | 0.00 |
HOME DEPOT INC COMSOLE | Common | 21.35K | SH | $5.9K 0.25% | 21.35K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Common | 35.56K | SH | $5.8K 0.25% | 35.56K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Common | 42.03K | SH | $5.7K 0.24% | 42.03K | 0.00 | 0.00 |
CHEVRON CORP NEW COMSOLE | Common | 37.61K | SH | $5.4K 0.23% | 37.61K | 0.00 | 0.00 |
BK OF AMERICA CORP COMSOLE | Common | 169.16K | SH | $5.1K 0.22% | 169.16K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC COMSOLE | Common | 10.05K | SH | $5.1K 0.22% | 10.05K | 0.00 | 0.00 |
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