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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 4 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IEI ISHARES TR 43,826.0 $5.2M 0.09% NEW $119.35 -1.8%
62 PFE PFIZER INC Healthcare 190,203.0 $4.7M 0.08% NEW $24.90 +4.2%
63 IGV ISHARES TR 43,411.0 $4.6M 0.08% NEW $105.70 -12.5%
64 CELH CELSIUS HLDGS INC Consumer Defensive 100,000.0 $4.6M 0.08% NEW $45.74 -35.1%
65 RL RALPH LAUREN CORP Consumer Cyclical 12,255.0 $4.3M 0.08% NEW $353.61 -6.9%
66 VCIT VANGUARD SCOTTSDALE FDS 50,648.0 $4.2M 0.07% NEW $83.75 -1.9%
67 PG PROCTER AND GAMBLE CO Consumer Defensive 28,238.0 $4.0M 0.07% NEW $143.31 -0.6%
68 EEM ISHARES TR 72,359.0 $4.0M 0.07% NEW $54.71 +20.7%
69 HD HOME DEPOT INC Consumer Cyclical 11,112.0 $3.8M 0.07% NEW $344.10 -8.8%
70 SOXX ISHARES TR 12,483.0 $3.8M 0.07% NEW $301.15 +74.4%
71 PEP PEPSICO INC Consumer Defensive 24,949.0 $3.6M 0.06% NEW $143.52 +3.7%
72 IYE ISHARES TR 74,296.0 $3.5M 0.06% NEW $47.53 +31.9%
73 TXN TEXAS INSTRS INC Technology 19,727.0 $3.4M 0.06% NEW $173.54 +75.7%
74 SCHD SCHWAB STRATEGIC TR 110,850.0 $3.0M 0.05% NEW $27.43 +17.6%
75 BK BANK NEW YORK MELLON CORP Financial Services 23,390.0 $2.7M 0.05% NEW $116.09 +19.7%
76 REET ISHARES TR 104,810.0 $2.6M 0.05% NEW $24.95 +10.0%
77 BMY BRISTOL-MYERS SQUIBB CO Healthcare 42,782.0 $2.3M 0.04% NEW $53.94 +10.4%
78 T AT&T INC Communication Services 85,232.0 $2.1M 0.04% NEW $24.84 +0.4%
79 APD AIR PRODS & CHEMS INC Basic Materials 8,286.0 $2.0M 0.04% NEW $247.02 +17.5%
80 SKYY FIRST TR EXCHANGE TRADED FD 15,638.0 $2.0M 0.04% NEW $130.08 -0.2%
Page 4 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%