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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 48 of 54  ·  1,080 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 CTO CTO REALTY GROWTH INC Real Estate 29,463.0 $634K NEW $21.51 +1.9%
942 AR ANTERO RESOURCES CORP Energy 18,000.0 $633K NEW $35.14 +5.6%
943 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 12,220.0 $631K NEW $51.60 +8.6%
944 NXT NEXTPOWER INC-CL A Technology 5,289.0 $630K NEW $119.14 -23.5%
945 NXRT NEXPOINT RESIDENTIAL Real Estate 22,127.0 $618K NEW $27.92 -14.8%
946 AES AES CORP Utilities 41,966.0 $615K NEW $14.66 +0.6%
947 STEP STEPSTONE GROUP INC-CLASS A Financial Services 14,864.0 $615K NEW $41.36 +18.3%
948 HII HUNTINGTON INGALLS INDUSTRIE Industrials 2,187.0 $612K NEW $279.89 +13.9%
949 CRL CHARLES RIVER LABORATORIES Healthcare 2,699.0 $612K NEW $226.79 +24.2%
950 ET ENERGY TRANSFER LP Energy 32,000.0 $612K NEW $19.12 +11.8%
951 XME SS SPDR S&P METALS MINING 5,700.0 $610K NEW $106.93 +6.5%
952 LIBERTY MEDIA CORP-FORMULA-A 6,955.0 $609K NEW $87.54
953 AMER SPORTS INC 17,981.0 $608K NEW $33.84
954 BAX BAXTER INTERNATIONAL INC Healthcare 28,498.0 $608K NEW $21.32 +22.0%
955 LSCC LATTICE SEMICONDUCTOR CORP Technology 3,955.0 $605K NEW $152.96 -19.6%
956 AXIA ENERGIA-ADR 57,100.0 $603K NEW $10.56
957 SPTE SP FUNDS S&P GLOBAL TECH ETF 11,930.0 $582K NEW $48.80 -3.6%
958 AHRT AH REALTY TRUST INC Financial Services 82,187.0 $582K NEW $7.08 -4.8%
959 IBIT ISHARES BITCOIN TRUST ETF Financial Services 17,297.0 $576K NEW $33.29 +10.1%
960 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 12,000.0 $574K NEW $47.81 -9.0%
Page 48 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%