Sumitomo Life Insurance Co Top Holdings and 13F Report (2024)

About Sumitomo Life Insurance Co

Investment Activity

Sumitomo Life Insurance Co has $4.32 billion in total holdings as of June 30, 2024.
Sumitomo Life Insurance Co owns shares of 274 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
Approximately 16.54% of the portfolio was purchased this quarter.
About 5.26% of the portfolio was sold this quarter.
This quarter, Sumitomo Life Insurance Co has purchased 263 new stocks and bought additional shares in 58 stocks.
Sumitomo Life Insurance Co sold shares of 193 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Vanguard High Dividend Yield ETF: $1,610,342,444
Schwab US Dividend Equity ETF: $677,624,680
SPDR Portfolio S&P 500 ETF: $308,840,054
iShares Core S&P 500 ETF: $266,629,595
Vanguard FTSE Emerging Markets ETF: $157,970,843

Largest New Holdings this Quarter

SPDR Portfolio S&P 500 ETF: $308,840,054 Holding
Vertiv: $4,327,643 Holding
Arista Networks: $1,863,502 Holding
Royal Bank of Canada: $1,772,610 Holding
Applied Materials: $1,495,705 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 ETF: 5,092,600 shares (about $308.84M)
Schwab US Dividend Equity ETF: 2,620,000 shares (about $198.59M)
NVIDIA: 465,623 shares (about $49.79M)
iShares Broad USD High Yield Corporate Bond ETF: 572,700 shares (about $20.52M)
iShares J.P. Morgan USD Emerging Markets Bond ETF: 223,760 shares (about $19.80M)

Largest Sales this Quarter

Vanguard FTSE Emerging Markets ETF: 602,070 shares (about $26.35M)
SPDR EURO STOXX 50 ETF: 96,800 shares (about $4.60M)
Vanguard S&P 500 ETF: 8,600 shares (about $3.76M)
Zoetis: 21,579 shares (about $3.74M)
NIKE: 29,735 shares (about $2.24M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VYM Vanguard High Dividend Yield ETF	$1,610,342,444		0.0%	15,133,322	37.3%	ETF
SCHD Schwab US Dividend Equity ETF	$677,624,680	$198,587,993 ▲	41.5%	8,940,000	15.7%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$308,840,054	$308,840,054 ▲	New Holding	5,092,600	7.1%	ETF
IVV iShares Core S&P 500 ETF	$266,629,595		0.0%	555,000	6.2%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$157,970,843	$26,346,583 ▼	-14.3%	3,609,937	3.7%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$89,078,567	$19,798,285 ▲	28.6%	1,006,765	2.1%	ETF
MSFT Microsoft	$63,664,219	$216,406 ▲	0.3%	147,977	1.5%	Computer and Technology
BKLN Invesco Senior Loan ETF	$63,355,985		0.0%	3,011,216	1.5%	ETF
GSG iShares S&P GSCI Commodity-Indexed Trust	$57,445,892	$10,613,549 ▲	22.7%	2,593,494	1.3%	Finance
NVDA NVIDIA	$55,887,500	$49,786,210 ▲	816.0%	522,685	1.3%	Computer and Technology
AAPL Apple	$47,864,838	$7,731,351 ▲	19.3%	232,788	1.1%	Computer and Technology
VNQ Vanguard Real Estate ETF	$46,614,953		0.0%	556,530	1.1%	ETF
USHY iShares Broad USD High Yield Corporate Bond ETF	$36,261,275	$20,518,558 ▲	130.3%	1,012,100	0.8%	ETF
SCHP Schwab U.S. TIPS ETF	$36,223,361	$12,512,960 ▲	52.8%	699,400	0.8%	ETF
VWOB Vanguard Emerging Markets Government Bond ETF	$32,411,869	$17,464,587 ▲	116.8%	517,600	0.7%	ETF
GOOGL Alphabet	$31,364,469	$2,017,935 ▲	6.9%	185,504	0.7%	Computer and Technology
AMZN Amazon.com	$29,921,272	$1,339,123 ▼	-4.3%	168,004	0.7%	Retail/Wholesale
IEMG iShares Core MSCI Emerging Markets ETF	$25,132,018	$1,545,366 ▲	6.6%	507,400	0.6%	ETF
META Meta Platforms	$24,460,341	$222,226 ▼	-0.9%	49,091	0.6%	Computer and Technology
VOO Vanguard S&P 500 ETF	$23,328,931	$3,764,143 ▼	-13.9%	53,300	0.5%	ETF
LLY Eli Lilly and Company	$20,288,083	$18,199 ▲	0.1%	24,525	0.5%	Medical
USRT iShares Core U.S. REIT ETF	$15,435,489	$3,668,149 ▲	31.2%	295,400	0.4%	ETF
AVGO Broadcom	$14,464,937	$5,718,000 ▲	65.4%	9,661	0.3%	Computer and Technology
JPM JPMorgan Chase & Co.	$14,306,378	$3,858,937 ▲	36.9%	71,559	0.3%	Finance
GOOG Alphabet	$12,783,824	$1,470,662 ▼	-10.3%	69,697	0.3%	Computer and Technology
MA Mastercard	$12,009,570	$455,763 ▲	3.9%	27,668	0.3%	Business Services
FEZ SPDR EURO STOXX 50 ETF	$11,775,687	$4,596,317 ▼	-28.1%	248,000	0.3%	ETF
COST Costco Wholesale	$11,404,690	$2,857,977 ▲	33.4%	15,084	0.3%	Retail/Wholesale
ADBE Adobe	$11,141,755	$98,148 ▼	-0.9%	20,320	0.3%	Computer and Technology
NOW ServiceNow	$11,041,921	$28,653 ▲	0.3%	14,644	0.3%	Computer and Technology
IFRA iShares U.S. Infrastructure ETF	$10,898,766	$91,054 ▲	0.8%	275,300	0.3%	ETF
UNH UnitedHealth Group	$10,781,061	$1,760,246 ▼	-14.0%	21,063	0.2%	Medical
PG Procter & Gamble	$10,588,077	$698,941 ▼	-6.2%	67,321	0.2%	Consumer Staples
TMO Thermo Fisher Scientific	$9,456,954	$54,845 ▼	-0.6%	17,588	0.2%	Medical
MRK Merck & Co., Inc.	$9,455,819	$5,744,678 ▲	154.8%	75,050	0.2%	Medical
AMD Advanced Micro Devices	$8,828,238	$238,919 ▼	-2.6%	51,731	0.2%	Computer and Technology
ISRG Intuitive Surgical	$8,658,535	$1,487,684 ▲	20.7%	21,034	0.2%	Medical
SPGI S&P Global	$8,514,437	$573,213 ▲	7.2%	20,231	0.2%	Business Services
V Visa	$7,622,391	$434,913 ▼	-5.4%	29,041	0.2%	Business Services
CRWD CrowdStrike	$7,515,887	$1,826,985 ▼	-19.6%	21,939	0.2%	Computer and Technology
NEE NextEra Energy	$7,258,506	$809,959 ▲	12.6%	116,384	0.2%	Utilities
WM Waste Management	$6,899,140	$1,054,127 ▲	18.0%	35,362	0.2%	Business Services
NFLX Netflix	$6,727,327	$438,715 ▼	-6.1%	12,114	0.2%	Consumer Discretionary
ABNB Airbnb	$6,479,098	$33,409 ▲	0.5%	42,859	0.1%	Computer and Technology
BSX Boston Scientific	$6,455,558	$592,789 ▼	-8.4%	101,910	0.1%	Medical
BAC Bank of America	$6,049,216	$1,865,452 ▲	44.6%	152,105	0.1%	Finance
INTU Intuit	$5,717,070	$575,059 ▲	11.2%	8,699	0.1%	Computer and Technology
SNPS Synopsys	$5,189,518	$4,165 ▲	0.1%	8,721	0.1%	Computer and Technology
UBER Uber Technologies	$5,168,197	$960,245 ▲	22.8%	84,500	0.1%	Computer and Technology
TT Trane Technologies	$4,905,662	$76,970 ▼	-1.5%	14,914	0.1%	Business Services
TTEK Tetra Tech	$4,869,086	$932,847 ▲	23.7%	26,526	0.1%	Industrial Products
BKNG Booking	$4,662,686	$83,192 ▼	-1.8%	1,177	0.1%	Retail/Wholesale
HD Home Depot	$4,637,601	$1,747,018 ▼	-27.4%	13,472	0.1%	Retail/Wholesale
ACN Accenture	$4,627,306	$43,388 ▼	-0.9%	15,251	0.1%	Computer and Technology
XOM Exxon Mobil	$4,485,536	$586,306 ▼	-11.6%	38,964	0.1%	Oils/Energy
AXP American Express	$4,369,349	$143,561 ▼	-3.2%	18,870	0.1%	Finance
TSLA Tesla	$4,344,258	$1,258,121 ▼	-22.5%	21,954	0.1%	Auto/Tires/Trucks
VRT Vertiv	$4,327,643	$4,327,643 ▲	New Holding	54,900	0.1%	Computer and Technology
BRK.B Berkshire Hathaway	$4,236,415	$554,062 ▼	-11.6%	10,414	0.1%	Finance
CVX Chevron	$4,220,994	$551,693 ▼	-11.6%	26,985	0.1%	Oils/Energy
CME CME Group	$4,084,581	$1,009,688 ▼	-19.8%	19,519	0.1%	Finance
ETN Eaton	$4,000,584	$1,139,441 ▼	-22.2%	12,759	0.1%	Industrial Products
MCD McDonald's	$3,923,517	$223,495 ▼	-5.4%	15,396	0.1%	Retail/Wholesale
SYY Sysco	$3,789,120	$3,208,725 ▲	552.9%	49,793	0.1%	Consumer Staples
SYK Stryker	$3,749,215	$69,071 ▼	-1.8%	11,019	0.1%	Medical
MNST Monster Beverage	$3,641,242	$305,796 ▲	9.2%	64,300	0.1%	Consumer Staples
ABBV AbbVie	$3,574,820	$467,049 ▼	-11.6%	20,842	0.1%	Medical
VRTX Vertex Pharmaceuticals	$3,562,272	$45,935 ▼	-1.3%	7,600	0.1%	Medical
ADI Analog Devices	$3,558,573	$32,641 ▼	-0.9%	15,590	0.1%	Computer and Technology
KLAC KLA	$3,534,430	$1,359,396 ▼	-27.8%	5,200	0.1%	Computer and Technology
BAH Booz Allen Hamilton	$3,409,655	$745,646 ▲	28.0%	22,155	0.1%	Business Services
PEP PepsiCo	$3,367,046	$119,244 ▼	-3.4%	20,415	0.1%	Consumer Staples
PAYX Paychex	$3,226,737	$767,111 ▲	31.2%	26,500	0.1%	Business Services
JNJ Johnson & Johnson	$3,147,263	$410,417 ▼	-11.5%	21,533	0.1%	Medical
EOG EOG Resources	$3,066,571	$77,914 ▼	-2.5%	24,363	0.1%	Oils/Energy
COP ConocoPhillips	$3,047,426	$346,457 ▼	-10.2%	26,643	0.1%	Oils/Energy
ARES Ares Management	$3,041,183	$161,535 ▲	5.6%	22,818	0.1%	Finance
CDNS Cadence Design Systems	$3,038,456	$473,888 ▼	-13.5%	10,900	0.1%	Computer and Technology
CTAS Cintas	$3,004,115	$783,591 ▲	35.3%	4,290	0.1%	Industrial Products
MMC Marsh & McLennan Companies	$2,920,368	$19,386 ▼	-0.7%	13,859	0.1%	Finance
FTNT Fortinet	$2,855,171	$229,990 ▲	8.8%	47,373	0.1%	Computer and Technology
ORCL Oracle	$2,834,590	$369,662 ▼	-11.5%	20,075	0.1%	Computer and Technology
ECL Ecolab	$2,807,210	$1,348,032 ▲	92.4%	11,795	0.1%	Basic Materials
ROK Rockwell Automation	$2,734,356	$63,039 ▲	2.4%	9,933	0.1%	Industrial Products
CRM Salesforce	$2,730,402	$356,084 ▼	-11.5%	10,620	0.1%	Computer and Technology
QCOM QUALCOMM	$2,704,466	$352,748 ▼	-11.5%	13,578	0.1%	Computer and Technology
ZTS Zoetis	$2,680,319	$3,740,935 ▼	-58.3%	15,461	0.1%	Medical
TW Tradeweb Markets	$2,649,576	$161,120 ▲	6.5%	24,996	0.1%	Finance
AVY Avery Dennison	$2,649,382	$94,457 ▲	3.7%	12,117	0.1%	Industrial Products
PH Parker-Hannifin	$2,634,258	$83,459 ▲	3.3%	5,208	0.1%	Industrial Products
WMT Walmart	$2,574,537	$386,286 ▼	-13.0%	38,023	0.1%	Retail/Wholesale
WFC Wells Fargo & Company	$2,510,831	$327,180 ▼	-11.5%	42,277	0.1%	Finance
TDG TransDigm Group	$2,486,229	$461,217 ▲	22.8%	1,946	0.1%	Aerospace
KO Coca-Cola	$2,473,948	$320,923 ▼	-11.5%	38,868	0.1%	Consumer Staples
FI Fiserv	$2,407,145	$1,878,053 ▲	355.0%	16,151	0.1%	Business Services
LPLA LPL Financial	$2,405,890	$176,238 ▲	7.9%	8,614	0.1%	Finance
CAT Caterpillar	$2,363,345	$308,118 ▼	-11.5%	7,095	0.1%	Industrial Products
TRMB Trimble	$2,358,314	$38,585 ▼	-1.6%	42,173	0.1%	Computer and Technology
TXN Texas Instruments	$2,344,670	$302,105 ▼	-11.4%	12,053	0.1%	Computer and Technology
WMB Williams Companies	$2,316,165	$1,087,745 ▲	88.5%	54,498	0.1%	Oils/Energy