1y return+14.2%S&P 500 +20.9%
3y return+42.8%S&P 500 +68.5%
5y return+37.8%S&P 500 +74.5%
10y return+185.4%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $285 against $357 in the S&P 500.2
Sumitomo Life Insurance CoS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SCHDSchwab Strategic Tr | $1.9B | 30.9% | +31.1% |
| IVVIshares Tr | $1.4B | 22.6% | +79.8% |
| RDIVInvesco Exch Traded Fd Tr II | $255.2M | 4.2% | New |
| TIPIshares Tr | $212.2M | 3.5% | +28.1% |
| PBPInvesco Exchange Traded Fd T | $142.4M | 2.3% | |
| IVVWIshares Tr | $135.1M | 2.2% | |
| NVDANvidia Corporation | $124.6M | 2.0% | −1.9% |
| AAPLApple Inc | $101.6M | 1.7% | |
| VWOVanguard Intl Equity Index F | $92.8M | 1.5% | +125.9% |
| GOOGLAlphabet Inc | $87.0M | 1.4% | −5.7% |
| EMBIshares Tr | $85.9M | 1.4% | −33.4% |
| XYLDGlobal X Fds | $69.8M | 1.1% | |
| AMZNAmazon Com Inc | $68.3M | 1.1% | +6.0% |
| MSFTMicrosoft Corp | $65.5M | 1.1% | −1.3% |
| VNQVanguard Index Fds | $64.8M | 1.1% | +152.5% |
| BKLNInvesco Exch Traded Fd Tr II | $62.9M | 1.0% | +64.9% |
| AVGOBroadcom Inc | $48.7M | 0.8% | |
| USHYIshares Tr | $48.1M | 0.8% | +112.9% |
| LLYEli Lilly & Co | $45.0M | 0.7% | −3.9% |
| SCHPSchwab Strategic Tr | $44.1M | 0.7% | +77.9% |
| VWOBVanguard Whitehall Fds | $41.3M | 0.7% | +37.5% |
| VOOVanguard Index Fds | $33.7M | 0.6% | +17.8% |
| JPMJpmorgan Chase & Co | $33.4M | 0.5% | −1.4% |
| PANWPalo Alto Networks Inc | $27.5M | 0.5% | +3.5% |
| MAMastercard Incorporated | $25.4M | 0.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $124.6M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $48.7M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $45.0M |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $25.0M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $87.0M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $22.1M |
| VRTVertiv Holdings Co | June 30, 2024 | +286.8% | $19.4M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $33.4M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $101.6M |
| WMTWalmart Inc | June 30, 2020 | +183.7% | $20.3M |
Sold off last quarter
- ZTSZoetis Inc Cl A was $7.7M
- AFRMAffirm Hldgs Inc Com Cl A was $3.3M
- IRIngersoll Rand Inc Com was $1.1M
- ITWIllinois Tool Wks Inc Com was $811K
- BDXBecton Dickinson & Co Com was $367K
- AVYAvery Dennison Corp Com was $357K
- TDGTransdigm Group Inc Com was $321K
- Dupont De Nemours Inc ComCUSIP 26614N102 was $222K
- WATWaters Corp Com was $94K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.8% | +14.8% |
| March 31, 2026 | −0.5% | −4.6% |
| December 31, 2025 | +1.1% | +2.4% |
| September 30, 2025 | +5.3% | +7.8% |
| June 30, 2025 | +4.9% | +10.5% |
| March 31, 2025 | −1.2% | −4.6% |
| December 31, 2024 | −0.4% | +2.1% |
| September 30, 2024 | +6.8% | +5.4% |
| June 30, 2024 | +0.0% | +4.0% |
| March 31, 2024 | +7.4% | +10.0% |
| December 31, 2023 | +8.7% | +11.2% |
| September 30, 2023 | −2.9% | −3.6% |
| June 30, 2023 | +5.2% | +8.3% |
| March 31, 2023 | +2.9% | +7.0% |
| December 31, 2022 | +10.4% | +7.1% |
| September 30, 2022 | −6.7% | −5.3% |
| June 30, 2022 | −15.3% | −16.5% |
| March 31, 2022 | −5.0% | −4.9% |
| December 31, 2021 | +8.4% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sumitomo Life Insurance Co Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=937760&type=13F-HR&dateb=&owner=include&count=40CIK 937760
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/937760/000114036126032353/Filed August 12, 2026 · accession 0001140361-26-032353