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Portfolio (Quarterly) Guide ↗

SUMITOMO MITSUI FINANCIAL GROUP, INC.

· CIK 0001022837
13F Portfolio $4.9B AUM 203 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 46 New 76 Added 46 Reduced 34 Exited
Page 10 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EMQQ EXCHANGE TRADED CONCEPTS TRU 876.0 $29K 0.00% -60.0 -6.4% $33.08 -0.6%
182 EIDO ISHARES TR 905.0 $14K +262.0 +40.8% $15.79 -17.2%
183 ZS ZSCALER INC Technology 100.0 $14K -115.0 -53.5% $140.29 +24.3%
184 XLI SELECT SECTOR SPDR TR 72.0 $12K +69.0 +2300.0% $161.74 +5.4%
185 EWT ISHARES INC 114.0 $8K $70.92 +33.2%
186 LLY ELI LILLY & CO Healthcare 8.0 $7K -222.0 -96.5% $919.75 +13.3%
187 MCD MCDONALDS CORP Consumer Cyclical 15.0 $5K $310.80 -8.6%
188 THD ISHARES INC 64.0 $4K NEW $69.38 +4.4%
189 EWZ ISHARES INC 115.0 $4K NEW $38.39 -3.6%
190 USMV ISHARES TR 10.0 $927.0 -349.0 -97.2% $92.70 +3.6%
Page 10 of 10  ·  190 positions

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
Financial Services 78.8%
Technology 8.9%
Communication Services 3.3%
Consumer Cyclical 2.4%
Industrials 1.7%
Healthcare 1.5%
Consumer Defensive 1.3%
Real Estate 0.8%
Energy 0.7%
Basic Materials 0.7%