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Portfolio (Quarterly) Guide ↗

Sumitomo Mitsui Trust Group, Inc.

· CIK 0001475365
13F Portfolio $175.1B AUM 1,080 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1080 New
Page 45 of 54  ·  1,080 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 PR PERMIAN RESOURCES CORP-CL A Energy 57,589.0 $1.1M 0.00% NEW $18.41 +21.4%
882 COMT ISHARES GSCI COMMODITY DYNAM 34,600.0 $1.1M 0.00% NEW $30.37 +12.7%
883 CANADIAN PACIFIC KANSAS CITY 11,952.0 $1.0M 0.00% NEW $86.65
884 WSR WHITESTONE REIT Real Estate 53,388.0 $1.0M 0.00% NEW $18.96 +0.2%
885 SGOV ISHARES 0-3 MONTH TREASURY B 10,000.0 $1.0M 0.00% NEW $100.67 -0.1%
886 RSP INVESCO S&P 500 EQUAL WEIGHT 4,677.0 $995K 0.00% NEW $212.77 +3.3%
887 CAI CARIS LIFE SCIENCES INC Healthcare 54,890.0 $978K 0.00% NEW $17.82 +17.7%
888 AESI ATLAS ENERGY SOLUTIONS INC Energy 58,801.0 $977K 0.00% NEW $16.61 -23.8%
889 DRS LEONARDO DRS INC Industrials 22,715.0 $969K 0.00% NEW $42.67 +3.7%
890 AKAM AKAMAI TECHNOLOGIES INC Technology 8,049.0 $951K 0.00% NEW $118.21 -2.5%
891 SWKS SKYWORKS SOLUTIONS INC Technology 13,982.0 $948K 0.00% NEW $67.80 -0.5%
892 CBL CBL & ASSOCIATES PROPERTIES Real Estate 17,837.0 $947K 0.00% NEW $53.09 +6.7%
893 TCPC BLACKROCK TCP CAPITAL CORP Financial Services 279,505.0 $939K 0.00% NEW $3.36 +21.4%
894 LBRT LIBERTY ENERGY INC Energy 35,511.0 $930K 0.00% NEW $26.19 -18.7%
895 TPG TPG INC Financial Services 22,891.0 $928K 0.00% NEW $40.55 +28.3%
896 JBGS JBG SMITH PROPERTIES Real Estate 62,586.0 $918K 0.00% NEW $14.67 -22.1%
897 ALGN ALIGN TECHNOLOGY INC Healthcare 5,233.0 $883K 0.00% NEW $168.66 -0.4%
898 RTO RENTOKIL INITIAL PLC-SP ADR Industrials 30,694.0 $878K 0.00% NEW $28.61 -17.5%
899 HUDSON PACIFIC PROPERTIES IN 56,802.0 $863K NEW $15.19
900 RL RALPH LAUREN CORP Consumer Cyclical 2,139.0 $859K NEW $401.41 -5.8%
Page 45 of 54  ·  1,080 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
Technology 37.8%
Financial Services 12.2%
Healthcare 9.5%
Communication Services 9.3%
Consumer Cyclical 9.2%
Industrials 8.1%
Consumer Defensive 4.2%
Real Estate 3.3%
Energy 2.7%
Utilities 2.3%