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Livermore
Livermore
ZHEN

Sumitomo Life Insurance Co

SEC CIK
0000937760
Latest filing
Aug 11, 2026

The latest 13F from Sumitomo Life Insurance Co covers Q2 2026 (filed Aug 11, 2026): 291 long positions worth $6.12B. The top 10 holdings make up 72.3% of the portfolio, and the largest is Schwab US Dividend Equity ETF at 30.9%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
17
Est. +$277.1M
Added
49
Est. +$1.35B
Reduced
216
Est. −$132.3M
Sold out
8
Est. −$14.1M

Top 5 holdings

Share of this quarter's portfolio value

  1. Schwab US Dividend Equity ETF808524797
    30.9%$1.89B
  2. iShares Core S&P 500 ETF464287200
    22.6%$1.39B
  3. Invesco Exch Traded FD Tr II46138G656
    4.2%$255.2M
  4. iShares Tips Bond ETF464287176
    3.5%$212.2M
  5. Invesco Exchange Traded FD T46137V399
    2.3%$142.4M

Share of portfolio

Top 5 holdings and the other 286 positions, by share of portfolio value

  1. Schwab US Dividend Equity ETF30.9%
  2. iShares Core S&P 500 ETF22.6%
  3. Invesco Exch Traded FD Tr II4.2%
  4. iShares Tips Bond ETF3.5%
  5. Invesco Exchange Traded FD T2.3%
  6. Other 286 positions36.5%

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Core S&P 500 ETF464287200
    +$614.8MAdded
  2. Schwab US Dividend Equity ETF808524797
    +$447.7MAdded
  3. Invesco Exch Traded FD Tr II46138G656
    +$255.2MNew
  4. Vanguard Ftse Emerging Markets ETF922042858
    +$51.7MAdded
  5. iShares Tips Bond ETF464287176
    +$46.6MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Core S&P 500 ETF464287200
    +6.85 pp15.8% → 22.6%
  2. Invesco Exch Traded FD Tr II46138G656
    +4.17 pp0.0% → 4.2%
  3. Vanguard Ftse Emerging Markets ETF922042858
    +0.64 pp0.9% → 1.5%
  4. Vanguard Real Estate ETF922908553
    +0.50 pp0.6% → 1.1%
  5. MUMicron Technology Inc
    +0.30 pp0.1% → 0.4%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Tr464288281
    −$43.1MReduced
  2. ABNBAirbnb, Inc.
    −$11.8MReducedHistory
  3. ZTSZoetis Inc.
    −$7.67MSold outHistory
  4. SPDR Index Shs FDS78463X202
    −$5.43MReduced
  5. GOOGLAlphabet Inc.
    −$5.27MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr464288281
    −1.55 pp3.0% → 1.4%
  2. NVDANVIDIA Corp
    −0.56 pp2.6% → 2.0%History
  3. MSFTMicrosoft Corp
    −0.48 pp1.5% → 1.1%History
  4. AAPLApple Inc.
    −0.45 pp2.1% → 1.7%History
  5. GOOGLAlphabet Inc.
    −0.32 pp1.7% → 1.4%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$6.12B
+$1.86B (+43.8%) vs. prior quarter
Positions
291
+9 vs. prior quarter
Top 10 concentration
72.3%
Top 10 as share of value
Turnover
2.8%
Q2 2026, one quarter
Average holding period
7.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $6.12B (Q2 2026)

Q1 2021: $2.49BQ2 2021: $3.14BQ3 2021: $3.74BQ4 2021: $4.20BQ1 2022: $4.04BQ2 2022: $3.57BQ3 2022: $2.36BQ4 2022: $1.36BQ1 2023: $1.19BQ2 2023: $2.27BQ3 2023: $3.55BQ4 2023: $3.22BQ1 2024: $3.85BQ2 2024: $4.32BQ3 2024: $5.09BQ4 2024: $5.30BQ1 2025: $2.79BQ2 2025: $1.47BQ3 2025: $3.22BQ4 2025: $3.65BQ1 2026: $4.25BQ2 2026: $6.12B
Q1 2021Q2 2026
13F filings of Sumitomo Life Insurance Co by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 11, 2026291$6.12BSchwab US Dividend Equity ETFiShares Core S&P 500 ETFInvesco Exch Traded FD Tr IIvs. Q1 2026SEC
Q1 2026May 12, 2026282$4.25BSchwab US Dividend Equity ETFiShares Core S&P 500 ETFiShares Tips Bond ETFvs. Q4 2025SEC
Q4 2025Feb 13, 2026281$3.65BSchwab US Dividend Equity ETFiShares Core S&P 500 ETFiShares Trvs. Q3 2025SEC
Q3 2025Nov 12, 2025268$3.22BSchwab US Dividend Equity ETFiShares Tips Bond ETFiShares Trvs. Q2 2025SEC
Q2 2025Aug 5, 2025265$1.47BiShares TriShares Tips Bond ETFNVDAvs. Q1 2025SEC
Q1 2025May 2, 2025272$2.79BVanguard High Dividend Yield Index ETFSchwab US Dividend Equity ETFiShares Tips Bond ETFvs. Q4 2024SEC
Q4 2024Jan 23, 2025270$5.30BVanguard High Dividend Yield Index ETFSchwab US Dividend Equity ETFState Street SPDR Portfolio S&P 500 ETFvs. Q3 2024SEC
Q3 2024Oct 16, 2024269$5.09BVanguard High Dividend Yield Index ETFSchwab US Dividend Equity ETFState Street SPDR Portfolio S&P 500 ETFvs. Q2 2024SEC
Q2 2024Jul 19, 2024274$4.32BVanguard High Dividend Yield Index ETFSchwab US Dividend Equity ETFState Street SPDR Portfolio S&P 500 ETFvs. Q1 2024SEC
Q1 2024Apr 26, 2024263$3.85BVanguard High Dividend Yield Index ETFSchwab US Dividend Equity ETFiShares Core S&P 500 ETFvs. Q4 2023SEC
Q4 2023Jan 30, 2024258$3.22BVanguard High Dividend Yield Index ETFSchwab US Dividend Equity ETFiShares Trvs. Q3 2023SEC
Q3 2023Oct 23, 2023259$3.55BVanguard High Dividend Yield Index ETFSPYiShares Trvs. Q2 2023SEC
Q2 2023Jul 20, 2023261$2.27BVanguard High Dividend Yield Index ETFSPYVanguard Ftse Emerging Markets ETFvs. Q1 2023SEC
Q1 2023Apr 27, 2023256$1.19BSPYiShares Tips Bond ETFVanguard Ftse Emerging Markets ETFvs. Q4 2022SEC
Q4 2022Jan 18, 2023262$1.36BVanguard High Dividend Yield Index ETFSPYiShares Trvs. Q3 2022SEC
Q3 2022Oct 31, 2022266$2.36BVanguard High Dividend Yield Index ETFiShares TrSPYvs. Q2 2022SEC
Q2 2022Jul 22, 2022275$3.57BVanguard High Dividend Yield Index ETFiShares Core S&P 500 ETFiShares Trvs. Q1 2022SEC
Q1 2022Apr 27, 2022271$4.04BiShares Core S&P 500 ETFiShares TrSPYvs. Q4 2021SEC
Q4 2021Feb 4, 2022273$4.20BiShares Core S&P 500 ETFiShares TriShares Tips Bond ETFvs. Q3 2021SEC
Q3 2021Oct 25, 2021270$3.74BiShares Core S&P 500 ETFiShares Tips Bond ETFiShares Trvs. Q2 2021SEC
Q2 2021Jul 20, 2021285$3.14BiShares Core S&P 500 ETFiShares TriShares Tips Bond ETFvs. Q1 2021SEC
Q1 2021Apr 27, 2021281$2.49BiShares Core S&P 500 ETFAAPLiShares Tr–SEC