Portfolio (Quarterly)
Guide ↗
SUMITOMO LIFE INSURANCE CO
· CIK 0000937760| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | CVX | CHEVRON CORPORATION COM | Energy | 20,701.0 | $4.3M | 0.10% | +522.0 | +2.6% | $206.90 | -9.4% |
| 42 | GE | GE AEROSPACE COM NEW | Industrials | 15,084.0 | $4.3M | 0.10% | +2K | +19.4% | $283.77 | +22.9% |
| 43 | NFLX | NETFLIX INC. COM | Communication Services | 43,507.0 | $4.2M | 0.10% | +954.0 | +2.2% | $96.15 | -28.3% |
| 44 | CSCO | CISCO SYS INC COM | Technology | 47,529.0 | $3.7M | 0.09% | +1K | +2.6% | $77.59 | +44.3% |
| 45 | AMD | ADVANCED MICRO DEVICES INC COM | Technology | 17,841.0 | $3.6M | 0.09% | +448.0 | +2.6% | $203.43 | +143.7% |
| 46 | KLAC | KLA CORP COM NEW | Technology | 2,424.0 | $3.6M | 0.08% | +872.0 | +56.2% | $1472.41 | -85.6% |
| 47 | HD | HOME DEPOT INC COM | Consumer Cyclical | 10,816.0 | $3.6M | 0.08% | +273.0 | +2.6% | $328.89 | +3.0% |
| 48 | FIX | COMFORT SYS USA INC COM | Industrials | 2,553.0 | $3.5M | 0.08% | +564.0 | +28.4% | $1378.99 | +21.4% |
| 49 | PLTR | PALANTIR TECHNOLOGIES INC CL A | Technology | 24,025.0 | $3.5M | 0.08% | +614.0 | +2.6% | $146.28 | -9.5% |
| 50 | MS | MORGAN STANLEY COM NEW | Financial Services | 20,852.0 | $3.4M | 0.08% | +525.0 | +2.6% | $164.57 | +30.9% |
| 51 | AFRM | AFFIRM HLDGS INC COM CL A | Technology | 71,600.0 | $3.3M | 0.08% | +10K | +17.2% | $45.82 | +66.0% |
| 52 | NEM | NEWMONT CORP COM | Basic Materials | 53,628.0 | $3.1M | 0.07% | +782.0 | +1.5% | $58.58 | +53.1% |
| 53 | WFC | WELLS FARGO & CO COM | Financial Services | 39,416.0 | $3.1M | 0.07% | +994.0 | +2.6% | $79.61 | +10.6% |
| 54 | APP | APPLOVIN CORP COM CL A | Technology | 7,717.0 | $3.1M | 0.07% | +447.0 | +6.2% | $398.00 | +6.7% |
| 55 | AMAT | APPLIED MATLS INC COM | Technology | 8,970.0 | $3.1M | 0.07% | +3K | +55.7% | $341.79 | +55.0% |
| 56 | C | CITIGROUP INC COM NEW | Financial Services | 26,616.0 | $3.0M | 0.07% | +671.0 | +2.6% | $113.41 | +14.1% |
| 57 | WELL | WELLTOWER INC COM | Real Estate | 15,173.0 | $3.0M | 0.07% | +382.0 | +2.6% | $197.71 | +22.1% |
| 58 | MRK | MERCK & CO INC COM | Healthcare | 24,295.0 | $2.9M | 0.07% | +612.0 | +2.6% | $120.29 | +6.0% |
| 59 | CEG | CONSTELLATION ENERGY CORP COM | Utilities | 10,351.0 | $2.9M | 0.07% | +418.0 | +4.2% | $279.25 | -9.6% |
| 60 | MCD | MCDONALDS CORP COM | Consumer Cyclical | 9,077.0 | $2.8M | 0.07% | +229.0 | +2.6% | $310.79 | -13.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
33.8%
Financial Services
15.0%
Communication Services
11.4%
Healthcare
9.5%
Consumer Cyclical
8.9%
Industrials
7.6%
Consumer Defensive
5.3%
Utilities
3.3%
Energy
2.5%
Basic Materials
2.0%