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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 9 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PUT FREEPORT-MCMORAN INC 12,000.0 $35K 0.00% NEW $2.92
162 PUT QUALCOMM INC 4,000.0 $34K 0.00% NEW $8.53
163 USMV ISHARES TR 359.0 $34K 0.00% NEW $94.20 +2.0%
164 PUT MARVELL TECHNOLOGY INC 5,500.0 $31K 0.00% NEW $5.55
165 XLF SELECT SECTOR SPDR TR 554.0 $30K 0.00% NEW $54.77 -5.6%
166 ADBE ADOBE INC Technology 80.0 $28K 0.00% NEW $353.16 -30.9%
167 CALL ADVANCED MICRO DEVICES INC 1,000.0 $20K NEW $19.82
168 CALL FREEPORT-MCMORAN INC 7,500.0 $19K NEW $2.52
169 CALL MARVELL TECHNOLOGY INC 2,500.0 $18K NEW $7.10
170 SPLV INVESCO EXCH TRADED FD TR II 196.0 $14K NEW $71.42 +3.2%
171 EIDO ISHARES TR 643.0 $12K NEW $18.70 -30.1%
172 CALL QUALCOMM INC 2,000.0 $9K NEW $4.62
173 WMT WALMART INC Consumer Defensive 82.0 $9K NEW $112.52 +16.3%
174 EWT ISHARES INC 114.0 $7K NEW $63.53 +48.7%
175 PUT ORACLE CORP 1,400.0 $5K NEW $3.58
176 MCD MCDONALDS CORP Consumer Cyclical 15.0 $5K NEW $308.53 -7.9%
177 XLI SELECT SECTOR SPDR TR 3.0 $465.0 NEW $155.00 +10.0%
178 PUT MICRON TECHNOLOGY INC 15,000.0 $282.0 NEW $0.02
Page 9 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%