Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SUMITOMO LIFE INSURANCE CO (CIK 937760) reported $4.25B across 281 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHD ($1.39B, 32.77%), IVV ($672.2M, 15.80%), TIP ($167.0M, 3.93%), PBP ($136.8M, 3.21%), IVVW ($132.3M, 3.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR US DIVIDEND EQ | $1.39B | 32.77% | 45.5M | Added |
| 2 | IVV | ISHARES TR CORE S&P500 ETF | $672.2M | 15.80% | 1.0M | Added |
| 3 | TIP | ISHARES TR TIPS BD ETF | $167.0M | 3.93% | 1.5M | New |
| 4 | PBP | INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT | $136.8M | 3.21% | 6.2M | Hold |
| 5 | IVVW | ISHARES TR S&P 500 BUYWRITE | $132.3M | 3.11% | 3.0M | Hold |
| 6 | EMB | ISHARES TR JPMORGAN USD EMG | $125.7M | 2.95% | 1.3M | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION COM | $110.7M | 2.60% | 634,711 | Added |
| 8 | AAPL | APPLE INC COM | $89.9M | 2.11% | 354,271 | Added |
| 9 | GOOGL | ALPHABET INC CAP STK CL A | $74.2M | 1.74% | 258,119 | Added |
| 10 | XYLD | GLOBAL X FDS S&P 500 COVERED | $66.9M | 1.57% | 1.7M | Hold |
| 11 | MSFT | MICROSOFT CORP COM | $65.8M | 1.55% | 177,827 | Trimmed |
| 12 | AMZN | AMAZON COM INC COM | $56.3M | 1.32% | 270,259 | Added |
| 13 | AVGO | BROADCOM INC COM | $39.5M | 0.93% | 127,668 | Added |
| 14 | BKLN | INVESCO EXCH TRADED FD TR II SR LN ETF | $38.2M | 0.90% | 1.9M | Trimmed |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | $37.2M | 0.87% | 688,144 | Trimmed |
| 16 | LLY | ELI LILLY & CO COM | $35.9M | 0.84% | 38,996 | Added |
| 17 | JPM | JPMORGAN CHASE & CO COM | $30.5M | 0.72% | 103,662 | Added |
| 18 | VWOB | VANGUARD WHITEHALL FDS EM MK GOV BD ETF | $29.3M | 0.69% | 446,100 | Trimmed |
| 19 | META | META PLATFORMS INC CL A | $26.5M | 0.62% | 46,235 | Trimmed |
| 20 | VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $24.9M | 0.58% | 41,600 | Added |
| 21 | SCHP | SCHWAB STRATEGIC TR US TIPS ETF | $24.9M | 0.58% | 934,900 | Trimmed |
| 22 | MA | MASTERCARD INCORPORATED CL A | $24.5M | 0.58% | 49,024 | Added |
| 23 | VNQ | VANGUARD INDEX FDS REAL ESTATE ETF | $23.6M | 0.55% | 266,083 | Trimmed |
| 24 | USHY | ISHARES TR BROAD USD HIGH | $22.5M | 0.53% | 610,700 | Trimmed |
| 25 | WMT | WALMART INC COM | $22.1M | 0.52% | 177,754 | Added |
Source: SEC Form 13F filings · as of 2026-03-31