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Portfolio (Quarterly) Guide ↗

SUMITOMO MITSUI FINANCIAL GROUP, INC.

· CIK 0001022837
13F Portfolio $5.6B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 178 New
Page 3 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BAB INVESCO EXCH TRADED FD TR II 632,708.0 $17.2M 0.30% NEW $27.20 -2.6%
42 GOVT ISHARES TR 713,067.0 $16.4M 0.29% NEW $23.03 -1.7%
43 SGOV ISHARES TR 126,933.0 $12.7M 0.23% NEW $100.38 +0.2%
44 SHV ISHARES TR 108,790.0 $12.0M 0.21% NEW $110.15 +0.1%
45 IYR ISHARES TR 127,151.0 $11.9M 0.21% NEW $93.89 +9.2%
46 QCOM QUALCOMM INC Technology 64,377.0 $11.0M 0.20% NEW $171.08 +18.4%
47 ULTA ULTA BEAUTY INC Consumer Cyclical 17,969.0 $10.9M 0.19% NEW $605.01 -18.5%
48 VOO VANGUARD INDEX FDS 17,299.0 $10.8M 0.19% NEW $627.10 +8.9%
49 SHY ISHARES TR 124,144.0 $10.3M 0.18% NEW $82.82 -0.8%
50 XLP SELECT SECTOR SPDR TR 122,859.0 $9.5M 0.17% NEW $77.68 +9.0%
51 XLU SELECT SECTOR SPDR TR 221,439.0 $9.5M 0.17% NEW $42.69 +5.4%
52 COST COSTCO WHSL CORP NEW Consumer Defensive 10,604.0 $9.1M 0.16% NEW $862.34 +21.8%
53 INDA ISHARES TR 149,881.0 $8.1M 0.14% NEW $54.10 -11.2%
54 VCSH VANGUARD SCOTTSDALE FDS 100,653.0 $8.0M 0.14% NEW $79.73 -1.0%
55 TIP ISHARES TR 64,923.0 $7.1M 0.13% NEW $109.91 +0.4%
56 ALLW SSGA ACTIVE TR 239,835.0 $6.6M 0.12% NEW $27.49 +8.4%
57 VCLT VANGUARD SCOTTSDALE FDS 79,788.0 $6.1M 0.11% NEW $75.85 -2.2%
58 CIBR FIRST TR EXCHANGE TRADED FD 75,779.0 $5.4M 0.10% NEW $71.45 +15.0%
59 CSCO CISCO SYS INC Technology 69,329.0 $5.3M 0.10% NEW $77.05 +53.4%
60 SDY SPDR SERIES TRUST 38,029.0 $5.3M 0.09% NEW $139.16 +6.9%
Page 3 of 9  ·  178 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 82.2%
Technology 7.1%
Communication Services 2.8%
Consumer Cyclical 2.0%
Healthcare 2.0%
Industrials 1.2%
Consumer Defensive 1.0%
Energy 0.6%
Real Estate 0.6%
Basic Materials 0.5%