Sumitomo Life Insurance Co holds a focused book of 282 reported positions worth $4.3B as of Q1 2026 (disclosed May 12, 2026, a ~42-day 13F lag). This quarter they opened Ishares Tips Bond ETF and trimmed Ishares JP Morgan Usd Emergi. Their largest long position is Schwab US DVD Equity ETF at 33% of the reported non-option book. Cloning the disclosed picks since 2013 would be +347% (+12.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Sumitomo Life Insurance Co files as an insurer: this book is the equity sleeve of its general account.
Following at the filing date actually beat the quarter-end book by 7.1 points over this window.
Growth of $10,000 cloning Sumitomo Life Insurance Co's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
31% mapped to company sectors
+4 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Sumitomo Life Insurance Co
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Prospect Hill Management, LLC | 13 / 80 | $256.3M |
| Swiss Re Ltd | 52 / 80 | $1.1B |
| Uhlmann Price Securities, LLC | 38 / 80 | $2.5B |
| Draper Asset Management, LLC | 11 / 80 | $181.0M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Conway Capital Management, Inc. | 23 / 80 | $204.5M |
| New World Advisors LLC | 46 / 80 | $534.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Sumitomo Life Insurance Co: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US Dividend Eq Common | $1.4B | 45.45M | 32.8% | ▲+46% Added · +14.4M sh | |
| 2 | Ishares TR Core S&P500 ETF Common | $672.2M | 1.03M | 15.8% | ▲+37% Added · +278K sh | |
| 3 | Ishares TR Tips BD ETF Common | $167.0M | 1.51M | 3.9% | ▲New New position | |
| 4 | Invesco Exchange Traded FD T S&P500 Buy WRT Common | $136.8M | 6.22M | 3.2% | —Held | |
| 5 | Ishares TR S&P 500 Buywrite Common | $132.3M | 3.03M | 3.1% | —Held | |
| 6 | Ishares TR JPMorgan Usd Emg Common | $125.7M | 1.34M | 3.0% | ▼−12% Reduced · −180K sh | |
| 7 | Nvidia Corporation Com Common | $110.7M | 634.7K | 2.6% | ▲+3.5% Added · +21K sh | |
| 8 | Apple Inc Com Common | $89.9M | 354.3K | 2.1% | ▲+13% Added · +41K sh | |
| 9 | Alphabet Inc Cap STK CL A Common | $74.2M | 258.1K | 1.7% | ▲+5.8% Added · +14K sh | |
| 10 | Global X FDS S&P 500 Covered Common | $66.9M | 1.71M | 1.6% | —Held | |
| 11 | Microsoft Corp Com Common | $65.8M | 177.8K | 1.5% | ▼−6.3% Reduced · −12K sh | |
| 12 | Amazon Com Inc Com Common | $56.3M | 270.3K | 1.3% | ▲+1.5% Added · +4K sh | |
| 13 | Broadcom Inc Com Common | $39.5M | 127.7K | 0.9% | ▲+8.3% Added · +10K sh | |
| 14 | Invesco Exch Traded FD TR II SR LN ETF Common | $38.2M | 1.87M | 0.9% | ▼−41% Reduced · −1.3M sh | |
| 15 | Vanguard Intl Equity Index F Ftse Emr MKT ETF Common | $37.2M | 688.1K | 0.9% | ▼−66% Reduced · −1.3M sh | |
| 16 | Eli Lilly & Co Com Common | $35.9M | 39.0K | 0.8% | ▲+20% Added · +6K sh | |
| 17 | JPMorgan Chase & Co Com Common | $30.5M | 103.7K | 0.7% | ▲+8.4% Added · +8K sh | |
| 18 | Vanguard Whitehall FDS Em MK Gov BD ETF Common | $29.3M | 446.1K | 0.7% | ▼−11% Reduced · −56K sh | |
| 19 | Meta Platforms Inc CL A Common | $26.5M | 46.2K | 0.6% | ▼−2.7% Reduced · −1K sh | |
| 20 | Schwab Strategic TR US Tips ETF Common | $24.9M | 934.9K | 0.6% | ▼−25% Reduced · −315K sh | |
| 21 | Vanguard Index FDS S&P 500 ETF SHS Common | $24.9M | 41.6K | 0.6% | ▲+56% Added · +15K sh | |
| 22 | Mastercard Incorporated CL A Common | $24.5M | 49.0K | 0.6% | ▲+7.7% Added · +4K sh | |
| 23 | Vanguard Index FDS Real Estate ETF Common | $23.6M | 266.1K | 0.6% | ▼−52% Reduced · −284K sh | |
| 24 | Ishares TR Broad Usd High Common | $22.5M | 610.7K | 0.5% | ▼−19% Reduced · −143K sh | |
| 25 | Walmart Inc Com Common | $22.1M | 177.8K | 0.5% | ▲+14% Added · +21K sh | |
| 26 | Ishares S&P Gsci Commodity- Unit Ben Int Common | $20.8M | 646.3K | 0.5% | ▼−63% Reduced · −1.1M sh | |
| 27 | Goldman Sachs Group Inc Com Common | $20.8M | 24.6K | 0.5% | ▲+8.4% Added · +2K sh | |
| 28 | Alphabet Inc Cap STK CL C Common | $20.2M | 70.4K | 0.5% | ▼−1.5% Reduced · −1K sh | |
| 29 | SPDR Index SHS FDS State Street SPD Common | $19.9M | 321.2K | 0.5% | ▼−18% Reduced · −70K sh | |
| 30 | NextEra Energy Inc Com Common | $18.0M | 193.8K | 0.4% | ▲+29% Added · +44K sh | |
| 31 | Waste Mgmt Inc Del Com Common | $17.3M | 75.2K | 0.4% | ▲+3.3% Added · +2K sh | |
| 32 | Thermo Fisher Scientific Inc Com Common | $16.9M | 34.5K | 0.4% | ▲+21% Added · +6K sh | |
| 33 | Cme Group Inc Com Common | $16.4M | 55.4K | 0.4% | ▲+9.8% Added · +5K sh | |
| 34 | Uber Technologies Inc Com Common | $15.3M | 213.2K | 0.4% | ▲+27% Added · +45K sh | |
| 35 | Procter & Gamble Co Com Common | $14.9M | 103.3K | 0.4% | ▲+31% Added · +24K sh | |
| 36 | Ishares TR Cre U S REIT ETF Common | $14.8M | 249.7K | 0.3% | ▼−15% Reduced · −44K sh | |
| 37 | S&P Global Inc Com Common | $14.8M | 34.7K | 0.3% | ▲+12% Added · +4K sh | |
| 38 | Vertiv Holdings Co Com CL A Common | $14.1M | 56.3K | 0.3% | ▼−15% Reduced · −10K sh | |
| 39 | Mercadolibre Inc Com Common | $12.6M | 7.3K | 0.3% | ▲+26% Added · +2K sh | |
| 40 | Palo Alto Networks Inc Com Common | $12.5M | 78.1K | 0.3% | ▲+6.0% Added · +4K sh | |
| 41 | Ishares Inc Core Msci Emkt Common | $12.1M | 173.0K | 0.3% | ▼−47% Reduced · −151K sh | |
| 42 | Intuitive Surgical Inc Com New Common | $12.0M | 26.0K | 0.3% | ▲+13% Added · +3K sh | |
| 43 | Ge Vernova Inc Com Common | $11.6M | 13.2K | 0.3% | ▲+284% Added · +10K sh | |
| 44 | Airbnb Inc Com CL A Common | $10.8M | 85.5K | 0.3% | ▲+11% Added · +9K sh | |
| 45 | T-Mobile US Inc Com Common | $10.8M | 51.3K | 0.3% | ▲+27% Added · +11K sh | |
| 46 | Vulcan Matls Co Com Common | $10.6M | 39.0K | 0.2% | ▲+17% Added · +6K sh | |
| 47 | Sysco Corp Com Common | $9.9M | 139.2K | 0.2% | ▲+46% Added · +44K sh | |
| 48 | Boston Scientific Corp Com Common | $9.6M | 152.4K | 0.2% | ▲+12% Added · +16K sh | |
| 49 | Ishares TR US Infrastruc Common | $9.5M | 166.1K | 0.2% | ▼−16% Reduced · −31K sh | |
| 50 | Tesla Inc Com Common | $9.4M | 25.4K | 0.2% | ▲+2.6% Added · +649 sh |
This insurer page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/937760/holdings"
Use Arkolith to show SUMITOMO LIFE INSURANCE CO's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 42d | 282 | $4.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 44d | 281 | $3.7B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 43d | 268 | $3.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 36d | 265 | $1.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 32d | 272 | $2.8B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 23d | 270 | $5.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 16d | 269 | $5.1B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 19, 2024 | 19d | 274 | $4.3B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 26, 2024 | 26d | 263 | $3.9B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 30, 2024 | 30d | 258 | $3.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 23, 2023 | 23d | 259 | $3.6B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 20, 2023 | 20d | 261 | $2.3B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 27, 2023 | 27d | 256 | $1.2B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 18, 2023 | 18d | 262 | $1.4B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 31, 2022 | 31d | 266 | $2.4B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 22, 2022 | 22d | 275 | $3.6B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 27, 2022 | 27d | 271 | $4.0B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 4, 2022 | 35d | 273 | $4.2B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 25, 2021 | 25d | 270 | $3.7B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 20, 2021 | 20d | 285 | $3.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 27, 2021 | 27d | 281 | $2.5B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 5, 2021 | 36d | 273 | $2.4B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 29, 2020 | 29d | 266 | $2.1B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Jul 22, 2020 | 22d | 261 | $1.9B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.