Institution

Sumitomo Life Insurance Co

13F for the quarter to June 30, 2026, filed August 12, 2026 · SEC CIK 937760

Reported value: $6.1bn
Positions we cover: 262
Copy, a year: +13.7%
Copy Sharpe ratio: 0.75

How copying its 13F would have done

CopyS&P 500 $10,000 copying Sumitomo Life Insurance Co's filed holdings in companies we cover from August 9, 2013, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −31.3% (S&P 500 −31.8%); beta 1.01; alpha −0.2% a year (t = −0.39); last 12 months +6.9% against +12.1%.

Reported value by quarter

Sumitomo Life Insurance Co: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).

View chart data

Period	Reported value
2013-06-30	$1B
2013-09-30	$1.1B
2013-12-31	$1.1B
2014-03-31	$1B
2014-06-30	$1B
2014-09-30	$1B
2014-12-31	$1B
2020-03-31	$1.4B
2020-06-30	$1.9B
2020-09-30	$2.1B
2020-12-31	$2.4B
2021-03-31	$2.5B
2021-06-30	$3.1B
2021-09-30	$3.7B
2021-12-31	$4.2B
2022-03-31	$4B
2022-06-30	$3.6B
2022-09-30	$2.4B
2022-12-31	$1.4B
2023-06-30	$2.3B
2023-09-30	$3.6B
2023-12-31	$3.2B
2024-03-31	$3.9B
2024-06-30	$4.3B
2024-09-30	$5.1B
2024-12-31	$5.3B
2025-03-31	$2.8B
2025-06-30	$1.5B
2025-09-30	$3.2B
2025-12-31	$3.7B
2026-03-31	$4.3B
2026-06-30	$6.1B

Holdings and moves

Company	Share of portfolio	Value	Shares	Change in shares
NVDANVIDIA Corporation	2.04%	$124.6m	622.7K	−1.9% Reduced
AAPLApple Inc.	1.66%	$101.6m	351.0K	−0.9% Reduced
GOOGLAlphabet Inc. (Class A)	1.42%	$87.0m	243.4K	−5.7% Reduced
AMZNAmazon	1.12%	$68.3m	286.6K	+6.0% Added
MSFTMicrosoft Corporation	1.07%	$65.5m	175.5K	−1.3% Reduced
AVGOBroadcom	0.80%	$48.7m	128.9K	+1.0% Added
LLYLilly (Eli)	0.73%	$45.0m	37.5K	−3.9% Reduced
JPMJPMorgan Chase	0.55%	$33.4m	102.2K	−1.4% Reduced
PANWPalo Alto Networks	0.45%	$27.5m	80.8K	+3.5% Added
MAMastercard	0.41%	$25.4m	49.4K	+0.8% Added
MUMicron Technology	0.41%	$25.2m	21.8K	+56.9% Added
METAMeta Platforms	0.41%	$25.1m	44.6K	−3.6% Reduced
GSGoldman Sachs	0.41%	$25.0m	24.7K	+0.6% Added
WMTWalmart	0.33%	$20.3m	179.6K	+1.0% Added
VRTVertiv	0.32%	$19.4m	57.9K	+2.7% Added
TMOThermo Fisher Scientific	0.30%	$18.7m	37.2K	+8.0% Added
NEENextEra Energy	0.30%	$18.2m	207.1K	+6.9% Added
WMWaste Management	0.29%	$17.7m	79.4K	+5.6% Added
GEVGE Vernova	0.27%	$16.6m	14.1K	+6.9% Added
DDOGDatadog, Inc.	0.26%	$15.8m	60.7K	−0.8% Reduced
PGProcter & Gamble	0.25%	$15.5m	105.5K	+2.2% Added
UBERUber	0.25%	$15.3m	211.6K	−0.8% Reduced
SYYSysco	0.23%	$14.4m	171.8K	+23.4% Added
SPGIS&P Global	0.23%	$14.2m	34.8K	+0.2%
APHAmphenol	0.23%	$13.9m	79.0K	+94.5% Added
MELIMercadolibre Inc	0.20%	$12.4m	7.3K	0.0%
CMECME Group	0.20%	$12.2m	55.1K	−0.6% Reduced
ISRGIntuitive Surgical	0.20%	$12.1m	30.5K	+17.3% Added
CDNSCadence Design Systems Inc	0.19%	$11.7m	31.0K	+3.7% Added
VMCVulcan Materials Company	0.19%	$11.4m	38.8K	−0.7% Reduced
AMDAdvanced Micro Devices	0.18%	$10.9m	18.8K	+5.4% Added
TSLATesla, Inc.	0.17%	$10.1m	24.0K	−5.5% Reduced
TMUST-Mobile US	0.16%	$9.5m	56.9K	+10.9% Added
BACBank of America	0.13%	$8.1m	142.7K	−10.7% Reduced
CATCaterpillar Inc.	0.12%	$7.6m	7.1K	−5.5% Reduced
BSXBoston Scientific	0.12%	$7.6m	177.4K	+16.4% Added
PAYXPaychex	0.12%	$7.3m	73.9K	+30.8% Added
CSCOCisco	0.11%	$6.9m	58.7K	+23.4% Added
JNJJohnson & Johnson	0.10%	$6.4m	25.3K	−5.5% Reduced
KLACKLA Corporation	0.10%	$6.3m	20.8K	+757.5% Added
VVisa Inc.	0.10%	$6.2m	18.1K	−5.5% Reduced
COHRCoherent Corp.	0.10%	$6.2m	15.6K	New
AMATApplied Materials	0.10%	$6.1m	8.4K	−5.8% Reduced
INTCIntel	0.10%	$5.8m	41.8K	+39.1% Added
MDBMongodb, Inc.	0.09%	$5.7m	16.9K	+30.0% Added
GEGE Aerospace	0.09%	$5.3m	14.2K	−5.5% Reduced
CRWDCrowdStrike	0.09%	$5.2m	6.8K	−13.3% Reduced
WDCWestern Digital	0.08%	$5.0m	7.8K	−22.1% Reduced
LRCXLam Research	0.08%	$5.0m	11.5K	−5.5% Reduced
ABBVAbbVie	0.08%	$4.9m	19.6K	−9.5% Reduced
PWRQuanta Services	0.07%	$4.6m	6.4K	−29.3% Reduced
PMPhilip Morris International	0.07%	$4.4m	24.3K	−12.8% Reduced
SNDKSandisk	0.07%	$4.3m	1.9K	New
AXPAmerican Express	0.07%	$4.3m	12.8K	−13.5% Reduced
ETNEaton Corporation	0.07%	$4.2m	9.9K	−13.7% Reduced
NEMNewmont	0.07%	$4.2m	44.7K	−16.6% Reduced
MSMorgan Stanley	0.07%	$4.1m	19.7K	−5.5% Reduced
WMBWilliams Companies	0.07%	$4.1m	55.4K	−21.4% Reduced
FIXComfort Systems USA	0.07%	$4.1m	2.1K	−19.3% Reduced
COSTCostco	0.07%	$4.1m	4.3K	−5.5% Reduced
TTTrane Technologies	0.06%	$3.9m	7.9K	−21.0% Reduced
STXSeagate Technology	0.06%	$3.8m	3.9K	−13.6% Reduced
KOThe Coca-Cola Company	0.06%	$3.6m	44.8K	+23.8% Added
HDThe Home Depot	0.06%	$3.6m	10.2K	−5.5% Reduced
PHParker Hannifin	0.06%	$3.6m	3.7K	−21.1% Reduced
GLWCorning Inc.	0.06%	$3.5m	13.8K	+74.7% Added
CCitigroup	0.06%	$3.5m	25.2K	−5.5% Reduced
ANETArista Networks	0.06%	$3.5m	20.5K	−36.1% Reduced
TDToronto Dominion Bank	0.06%	$3.5m	28.5K	−5.5% Reduced
APPApplovin Corp	0.06%	$3.4m	6.6K	−14.2% Reduced
HWMHowmet Aerospace	0.05%	$3.3m	12.2K	−17.7% Reduced
VRTXVertex Pharmaceuticals	0.05%	$3.3m	6.6K	−15.4% Reduced
WELLWelltower	0.05%	$3.3m	14.3K	−5.5% Reduced
ECLEcolab	0.05%	$3.2m	11.6K	−14.3% Reduced
CVXChevron Corporation	0.05%	$3.2m	19.6K	−5.5% Reduced
KEYSKeysight Technologies	0.05%	$3.2m	9.2K	−5.5% Reduced
IBKRInteractive Brokers	0.05%	$3.2m	36.3K	−28.2% Reduced
BNYBNY Mellon	0.05%	$3.1m	21.8K	−22.5% Reduced
TJXTJX Companies	0.05%	$3.1m	20.4K	−9.1% Reduced
WFCWells Fargo	0.05%	$3.1m	37.3K	−5.5% Reduced
PLTRPalantir Technologies Inc.	0.05%	$3.1m	26.4K	+9.7% Added
ADIAnalog Devices	0.05%	$3.1m	7.7K	−4.9% Reduced
RYRoyal Bank Of Canada	0.05%	$3.0m	14.7K	−5.5% Reduced
FNVFranco Nevada Corp	0.05%	$3.0m	14.3K	+15.1% Added
SYKStryker Corporation	0.05%	$3.0m	9.4K	−5.9% Reduced
MRKMerck & Co.	0.05%	$3.0m	23.0K	−5.5% Reduced
NFLXNetflix	0.05%	$2.9m	41.1K	−5.5% Reduced
NOWServiceNow	0.05%	$2.8m	28.2K	−7.4% Reduced
TKOTKO Group Holdings	0.04%	$2.6m	12.9K	−17.9% Reduced
ORCLOracle Corporation	0.04%	$2.5m	17.0K	−5.5% Reduced
AMEAmetek	0.04%	$2.4m	9.9K	−5.5% Reduced
KKRKKR & Co.	0.04%	$2.3m	25.6K	0.0%
CWCurtiss Wright Corp	0.04%	$2.3m	3.1K	−26.0% Reduced
MCDMcDonald's	0.04%	$2.3m	8.6K	−5.5% Reduced
CTVACorteva, Inc.	0.04%	$2.3m	26.8K	0.0%
AEMAgnico Eagle Mines LTD	0.04%	$2.2m	14.3K	−20.8% Reduced
CFCF Industries	0.04%	$2.2m	20.1K	−0.4%
MSIMotorola Solutions	0.04%	$2.1m	5.1K	+33.8% Added
TXNTexas Instruments	0.04%	$2.1m	7.1K	−5.7% Reduced
HEIHeico Corp	0.04%	$2.1m	5.9K	−39.7% Reduced
DELLDell Technologies	0.03%	$2.1m	4.9K	−6.1% Reduced
SNPSSynopsys Inc	0.03%	$2.1m	4.7K	−7.8% Reduced
FTNTFortinet	0.03%	$2.0m	13.0K	−34.8% Reduced
EOGEOG Resources	0.03%	$2.0m	15.3K	−31.0% Reduced
LINLinde plc	0.03%	$1.9m	3.7K	−5.6% Reduced
RPRXRoyalty Pharma plc	0.03%	$1.9m	34.6K	+42.7% Added
GILDGilead Sciences	0.03%	$1.9m	15.3K	−5.7% Reduced
UNPUnion Pacific Corporation	0.03%	$1.9m	7.1K	−6.2% Reduced
BGBunge Global	0.03%	$1.9m	17.5K	0.0%
TDYTeledyne Technologies	0.03%	$1.8m	2.8K	−11.1% Reduced
AMGNAmgen	0.03%	$1.8m	5.1K	−5.7% Reduced
CSXCSX Corporation	0.03%	$1.8m	38.8K	−5.7% Reduced
APGApi Group Corp	0.03%	$1.8m	42.9K	−13.7% Reduced
NTRNutrien Ltd.	0.03%	$1.8m	28.7K	0.0%
CBChubb Limited	0.03%	$1.8m	5.3K	−5.7% Reduced
DISThe Walt Disney Company	0.03%	$1.8m	18.7K	−5.5% Reduced
UNHUnitedHealth Group	0.03%	$1.8m	4.3K	−5.5% Reduced
PEPPepsiCo	0.03%	$1.8m	13.0K	−5.5% Reduced
SUSuncor Energy Inc	0.03%	$1.7m	32.3K	−5.7% Reduced
BKRBaker Hughes	0.03%	$1.7m	30.7K	−14.4% Reduced
BBarrick Mining Corp	0.03%	$1.7m	46.3K	−25.8% Reduced
TRVThe Travelers Companies	0.03%	$1.7m	5.1K	−5.7% Reduced
NXTNextpower Inc.	0.03%	$1.6m	13.7K	−21.1% Reduced
CTASCintas	0.03%	$1.6m	9.6K	−5.7% Reduced
QCOMQualcomm	0.03%	$1.6m	8.7K	+25.7% Added
DEDeere & Company	0.03%	$1.6m	2.5K	−5.7% Reduced
CVSCVS Health	0.03%	$1.6m	15.1K	−5.7% Reduced
BLKBlackRock	0.03%	$1.6m	1.6K	−5.7% Reduced
HQYHealthequity, Inc.	0.03%	$1.5m	17.1K	+57.7% Added
SOSouthern Company	0.03%	$1.5m	15.9K	−5.7% Reduced
WPMWheaton Precious Metals Corp.	0.03%	$1.5m	13.6K	−29.7% Reduced
AUAnglogold Ashanti PLC	0.03%	$1.5m	18.8K	−35.9% Reduced
CEGConstellation Energy	0.03%	$1.5m	6.1K	−41.5% Reduced
ROKRockwell Automation	0.02%	$1.5m	3.0K	+56.9% Added
TERTeradyne	0.02%	$1.5m	3.0K	−5.7% Reduced
GMGeneral Motors	0.02%	$1.5m	18.9K	−5.7% Reduced
EQIXEquinix	0.02%	$1.5m	1.4K	−5.9% Reduced
MSCIMSCI	0.02%	$1.4m	2.6K	−5.7% Reduced
GFIGold Fields LTD	0.02%	$1.4m	41.7K	−17.0% Reduced
SPOTSpotify Technology S.a.	0.02%	$1.4m	3.0K	−21.0% Reduced
RCLRoyal Caribbean Group	0.02%	$1.4m	4.3K	+67.3% Added
MRVLMarvell Technology	0.02%	$1.4m	4.6K	New
IBMIBM	0.02%	$1.4m	4.8K	−5.7% Reduced
ALLAllstate	0.02%	$1.3m	5.6K	−5.5% Reduced
HLTHilton Worldwide	0.02%	$1.3m	4.0K	−5.8% Reduced
BKNGBooking Holdings	0.02%	$1.3m	7.5K	+839.7% Added
COPConocoPhillips	0.02%	$1.3m	12.7K	−5.5% Reduced
CLColgate-Palmolive	0.02%	$1.3m	14.4K	−38.4% Reduced
ARESAres Management	0.02%	$1.3m	11.8K	−9.8% Reduced
LOWLowe's	0.02%	$1.3m	6.0K	−5.7% Reduced

Company	Bought (value)	Shares
MUMicron Technology	$9.1m	7.9K
APHAmphenol	$6.8m	38.4K
COHRCoherent Corp.	$6.2m	15.6K
KLACKLA Corporation	$5.5m	18.4K
SNDKSandisk	$4.3m	1.9K
AMZNAmazon	$3.9m	16.3K
SYYSysco	$2.7m	32.6K
ISRGIntuitive Surgical	$1.8m	4.5K
PAYXPaychex	$1.7m	17.4K
INTCIntel	$1.6m	11.7K
GLWCorning Inc.	$1.5m	5.9K
TMOThermo Fisher Scientific	$1.4m	2.8K
MRVLMarvell Technology	$1.4m	4.6K
MDBMongodb, Inc.	$1.3m	3.9K
CSCOCisco	$1.3m	11.1K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

Company	Sold (value)	Shares
ABNBAirbnb	−$11.8m	−82.6K
ZTSZoetis	−$7.7m	−64.9K
GOOGLAlphabet Inc. (Class A)	−$5.3m	−14.7K
AFRMAffirm Holdings, Inc.	−$3.3m	−71.6K
NVDANVIDIA Corporation	−$2.4m	−12.0K
ANETArista Networks	−$2.0m	−11.6K
PWRQuanta Services	−$1.9m	−2.6K
LLYLilly (Eli)	−$1.8m	−1.5K
WDCWestern Digital	−$1.4m	−2.2K
HEIHeico Corp	−$1.4m	−3.9K
INTUIntuit	−$1.3m	−5.1K
IBKRInteractive Brokers	−$1.2m	−14.3K
VLTOVeralto	−$1.2m	−13.9K
COFCapital One	−$1.2m	−6.1K
IRIngersoll Rand	−$1.1m	−14.3K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

Company	Value last quarter	Shares
ZTSZoetis	$7.7m	64.9K
AFRMAffirm Holdings, Inc.	$3.3m	71.6K
IRIngersoll Rand	$1.1m	14.3K
ITWIllinois Tool Works	$810,803	3.1K
BDXBecton Dickinson	$366,975	2.3K
AVYAvery Dennison	$356,930	2.1K
TDGTransDigm Group	$321,032	277
WATWaters Corporation	$93,807	315

Technology39.3%
Financials12.5%
Industrials10.7%
Communication Services9.4%
Health Care8.8%
Consumer Discretionary7.1%
Consumer Staples5.1%
Materials3.1%
Utilities2.0%
Energy1.3%
Real Estate0.7%

Share of the value held in companies we cover, by sector.

Period	Copy, a year	S&P 500	Sharpe	S&P 500	Biggest drop	Beta
Whole backtestAugust 9, 2013 to November 2, 2026	+13.7%	+13.9%	0.75	0.77	−31.3%	1.01
2018 onwardsJanuary 5, 2018 to November 2, 2026	+13.7%	+13.9%	0.64	0.66	−31.3%	1.02
Last three yearsNovember 3, 2023 to November 2, 2026	+19.5%	+21.8%	0.96	1.16	−19.2%	1.08
Last yearNovember 7, 2025 to November 2, 2026	+9.0%	+14.2%	0.42	0.84	−11.5%	1.07

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.