Sumitomo Life Insurance Co.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 19, 2024), Sumitomo Life Insurance Co. reported 274 stock positions worth $4.3 billion. Its top holding was Vanguard High DVD Yield ETF (VYM) at 37.3% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 15.7%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 7.1%). Compared with Q1 2024, it opened 18 new positions, sold out of 8, added to 57 and reduced 195. The biggest buy was a new position in Ste STR SPDR PT S&P 500 ETF (SPYM) and the biggest sale an exit from iShares Tips Bond ETF (TIP).
- Most Recent 13F
- Q2 2026
- Location
- TOKYO, M0
- CIK
- 0000937760
- Portfolio Value
- $4.3B (Q2 2024)
- SEC Filing
- 0001140361-24-033533 ↗ filed Jul 19, 2024
Holdings Value
Holdings 274 stocks · $4.3B
| VYM Vanguard High DVD Yield ETF | 37.26% | 15,133,322 | $1.6B | No change |
| SCHD Schwab US DVD Equity ETF | 15.68% | 8,940,000 | $677.6M | Add +41.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 7.15% | 5,092,600 | $308.8M | New |
| IVV iShares Core S&P 500 ETF | 6.17% | 555,000 | $266.6M | No change |
| VWO Vanguard Ftse Emerging Marke | 3.65% | 3,609,937 | $158.0M | Reduce -14.3% |
| EMB iShares JP Morgan Usd Emergi | 2.06% | 1,006,765 | $89.1M | Add +28.6% |
| MSFT Microsoft Corp. | 1.47% | 147,977 | $63.7M | Add +0.3% |
| BKLN Invesco Senior Loan ETF | 1.47% | 3,011,216 | $63.4M | No change |
| GSG iShares S&P Gsci Commodity I | 1.33% | 2,593,494 | $57.4M | Add +22.7% |
| NVDA Nvidia Corp. | 1.29% | 522,685 | $55.9M | Reduce -8.4% |
| AAPL Apple Inc. | 1.11% | 232,788 | $47.9M | Add +19.3% |
| VNQ Vanguard Real Estate ETF | 1.08% | 556,530 | $46.6M | No change |
| USHY iShares Broad Usd High Yield | 0.84% | 1,012,100 | $36.3M | Add +130.3% |
| SCHP Schwab U.S. Tips ETF | 0.84% | 699,400 | $36.2M | Add +52.8% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.75% | 517,600 | $32.4M | Add +116.8% |
| GOOGL Alphabet Inc. Class A | 0.73% | 185,504 | $31.4M | Add +6.9% |
| AMZN Amazon.com Inc. | 0.69% | 168,004 | $29.9M | Reduce -4.3% |
| IEMG iShares Core MSCI Emerging | 0.58% | 507,400 | $25.1M | Add +6.5% |
| META Meta Platforms Inc. Class A | 0.57% | 49,091 | $24.5M | Reduce -0.9% |
| VOO Vanguard S&P 500 ETF | 0.54% | 53,300 | $23.3M | Reduce -13.9% |
| LLY Eli Lilly & Co. | 0.47% | 24,525 | $20.3M | Add +0.1% |
| USRT iShares Core US REIT ETF | 0.36% | 295,400 | $15.4M | Add +31.2% |
| AVGO Broadcom Inc. | 0.33% | 9,661 | $14.5M | Add +65.4% |
| JPM JPMorgan Chase & Co. | 0.33% | 71,559 | $14.3M | Add +36.9% |
| GOOG Alphabet Inc. Class C | 0.30% | 69,697 | $12.8M | Reduce -10.3% |
| MA Mastercard Inc. Class A | 0.28% | 27,668 | $12.0M | Add +3.9% |
| FEZ State Street SPDR Euro Stoxx | 0.27% | 248,000 | $11.8M | Reduce -28.1% |
| COST Costco Wholesale Corp. | 0.26% | 15,084 | $11.4M | Add +33.4% |
| ADBE Adobe Inc. | 0.26% | 20,320 | $11.1M | Reduce -0.9% |
| NOW ServiceNow Inc. | 0.26% | 14,644 | $11.0M | Add +0.3% |
| IFRA iShares US Infrastructure | 0.25% | 275,300 | $10.9M | Add +0.8% |
| UNH Unitedhealth Group Inc. | 0.25% | 21,063 | $10.8M | Reduce -14.0% |
| PG The Procter & Gamble Co. | 0.24% | 67,321 | $10.6M | Reduce -6.2% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 17,588 | $9.5M | Reduce -0.6% |
| MRK Merck & Co. Inc. | 0.22% | 75,050 | $9.5M | Add +154.8% |
| AMD Advanced Micro Devices | 0.20% | 51,731 | $8.8M | Reduce -2.6% |
| ISRG Intuitive Surgical Inc. | 0.20% | 21,034 | $8.7M | Add +20.8% |
| SPGI S&P Global Inc. | 0.20% | 20,231 | $8.5M | Add +7.2% |
| V Visa Inc. Class A | 0.18% | 29,041 | $7.6M | Reduce -5.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.17% | 21,939 | $7.5M | Reduce -19.6% |
| NEE Nextera Energy Inc. | 0.17% | 116,384 | $7.3M | Add +12.6% |
| WM Waste Management Inc. | 0.16% | 35,362 | $6.9M | Add +18.0% |
| NFLX Netflix Inc. | 0.16% | 12,114 | $6.7M | Reduce -6.1% |
| ABNB Airbnb Inc. Class A | 0.15% | 42,859 | $6.5M | Add +0.5% |
| BSX Boston Scientific Corp. | 0.15% | 101,910 | $6.5M | Reduce -8.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 152,105 | $6.0M | Add +44.6% |
| INTU Intuit Inc. | 0.13% | 8,699 | $5.7M | Add +11.2% |
| SNPS Synopsys Inc. | 0.12% | 8,721 | $5.2M | Add +0.1% |
| UBER Uber Technologies Inc. | 0.12% | 84,500 | $5.2M | Add +22.8% |
| TT Trane Technologies PLC | 0.11% | 14,914 | $4.9M | Reduce -1.5% |
| TTEK Tetra Tech Inc. | 0.11% | 26,526 | $4.9M | Add +23.7% |
| BKNG Booking Holdings Inc. | 0.11% | 1,177 | $4.7M | Reduce -1.8% |
| HD Home Depot Inc. | 0.11% | 13,472 | $4.6M | Reduce -27.4% |
| ACN Accenture PLC Class A | 0.11% | 15,251 | $4.6M | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 0.10% | 38,964 | $4.5M | Reduce -11.6% |
| AXP American Express Co. | 0.10% | 18,870 | $4.4M | Reduce -3.2% |
| TSLA Tesla Inc. | 0.10% | 21,954 | $4.3M | Reduce -22.5% |
| VRT Vertiv Holdings Co. Class A | 0.10% | 54,900 | $4.3M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 10,414 | $4.2M | Reduce -11.6% |
| CVX Chevron Corp. | 0.10% | 26,985 | $4.2M | Reduce -11.6% |
| CME Cme Group Inc. | 0.09% | 19,519 | $4.1M | Reduce -19.8% |
| ETN Eaton Corp. PLC | 0.09% | 12,759 | $4.0M | Reduce -22.2% |
| MCD McDonald's Corp. | 0.09% | 15,396 | $3.9M | Reduce -5.4% |
| SYY Sysco Corp. | 0.09% | 49,793 | $3.8M | Add +552.9% |
| SYK Stryker Corp. | 0.09% | 11,019 | $3.7M | Reduce -1.8% |
| MNST Monster Beverage Corp. | 0.08% | 64,300 | $3.6M | Add +9.2% |
| ABBV Abbvie Inc. | 0.08% | 20,842 | $3.6M | Reduce -11.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.08% | 7,600 | $3.6M | Reduce -1.3% |
| ADI Analog Devices Inc. | 0.08% | 15,590 | $3.6M | Reduce -0.9% |
| KLAC KLA Corp. | 0.08% | 5,200 | $3.5M | Reduce -27.8% |
| BAH Booz Allen Hamilton Holdings | 0.08% | 22,155 | $3.4M | Add +28.0% |
| PEP Pepsico Inc. | 0.08% | 20,415 | $3.4M | Reduce -3.4% |
| PAYX Paychex Inc. | 0.07% | 26,500 | $3.2M | Add +31.2% |
| JNJ Johnson & Johnson | 0.07% | 21,533 | $3.1M | Reduce -11.5% |
| EOG EOG Resources Inc. | 0.07% | 24,363 | $3.1M | Reduce -2.5% |
| COP Conocophillips | 0.07% | 26,643 | $3.0M | Reduce -10.2% |
| ARES Ares Management Corp. Class A | 0.07% | 22,818 | $3.0M | Add +5.6% |
| CDNS Cadence Design SYS Inc. | 0.07% | 10,900 | $3.0M | Reduce -13.5% |
| CTAS Cintas Corp. | 0.07% | 4,290 | $3.0M | Add +35.3% |
| MRSH Marsh & McLennan Cos | 0.07% | 13,859 | $2.9M | Reduce -0.7% |
| FTNT Fortinet Inc. | 0.07% | 47,373 | $2.9M | Add +8.8% |
| ORCL Oracle Corp. | 0.07% | 20,075 | $2.8M | Reduce -11.5% |
| ECL Ecolab Inc. | 0.06% | 11,795 | $2.8M | Add +92.4% |
| ROK Rockwell Automation Inc. | 0.06% | 9,933 | $2.7M | Add +2.4% |
| CRM Salesforce Inc. | 0.06% | 10,620 | $2.7M | Reduce -11.5% |
| QCOM Qualcomm Inc. | 0.06% | 13,578 | $2.7M | Reduce -11.5% |
| ZTS Zoetis Inc. | 0.06% | 15,461 | $2.7M | Reduce -58.3% |
| TW Tradeweb Markets Inc. Class A | 0.06% | 24,996 | $2.6M | Add +6.5% |
| AVY Avery Dennison Corp. | 0.06% | 12,117 | $2.6M | Add +3.7% |
| PH Parker Hannifin Corp. | 0.06% | 5,208 | $2.6M | Add +3.3% |
| WMT Walmart Inc. | 0.06% | 38,023 | $2.6M | Reduce -13.1% |
| WFC Wells Fargo & Co. | 0.06% | 42,277 | $2.5M | Reduce -11.5% |
| TDG Transdigm Group Inc. | 0.06% | 1,946 | $2.5M | Add +22.8% |
| KO The Coca-Cola Co. | 0.06% | 38,868 | $2.5M | Reduce -11.5% |
| FISV Fiserv Inc. | 0.06% | 16,151 | $2.4M | Add +355.0% |
| LPLA LPL Financial Holdings Inc. | 0.06% | 8,614 | $2.4M | Add +7.9% |
| CAT Caterpillar Inc. | 0.05% | 7,095 | $2.4M | Reduce -11.5% |
| TRMB Trimble Inc. | 0.05% | 42,173 | $2.4M | Reduce -1.6% |
| TXN Texas Instruments Inc. | 0.05% | 12,053 | $2.3M | Reduce -11.4% |
| WMB Williams Cos Inc. | 0.05% | 54,498 | $2.3M | Add +88.5% |
Portfolio Sells Q1 2024 → Q2 2024
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −3.57 |
| VWO Vanguard Ftse Emerging Marke | Reduce -14.3% | 3.65% | −0.91 |
| VOO Vanguard S&P 500 ETF | Reduce -13.9% | 0.54% | −0.14 |
| FEZ State Street SPDR Euro Stoxx | Reduce -28.1% | 0.27% | −0.13 |
| ZTS Zoetis Inc. | Reduce -58.3% | 0.06% | −0.10 |
| NKE Nike Inc. Class B | Reduce -49.6% | 0.05% | −0.10 |
| AMZN Amazon.com Inc. | Reduce -4.3% | 0.69% | −0.09 |
| HD Home Depot Inc. | Reduce -27.4% | 0.11% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -14.0% | 0.25% | −0.07 |
| META Meta Platforms Inc. Class A | Reduce -0.9% | 0.57% | −0.06 |
| RTX RTX Corp. | Sold out | 0.00% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -6.2% | 0.24% | −0.05 |
| V Visa Inc. Class A | Reduce -5.4% | 0.18% | −0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -19.6% | 0.17% | −0.05 |
| KLAC KLA Corp. | Reduce -27.8% | 0.08% | −0.04 |
| AMD Advanced Micro Devices | Reduce -2.6% | 0.20% | −0.04 |
| CME Cme Group Inc. | Reduce -19.8% | 0.09% | −0.04 |
| ETN Eaton Corp. PLC | Reduce -22.2% | 0.09% | −0.04 |
| BA The Boeing Co. | Sold out | 0.00% | −0.04 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.6% | 0.22% | −0.03 |
| HCA HCA Healthcare Inc. | Reduce -61.1% | 0.02% | −0.03 |
| ACN Accenture PLC Class A | Reduce -0.9% | 0.11% | −0.03 |
| CRM Salesforce Inc. | Reduce -11.5% | 0.06% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -11.6% | 0.10% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -11.6% | 0.10% | −0.03 |
| ADBE Adobe Inc. | Reduce -0.9% | 0.26% | −0.03 |
| ABBV Abbvie Inc. | Reduce -11.6% | 0.08% | −0.03 |
| TSLA Tesla Inc. | Reduce -22.5% | 0.10% | −0.03 |
| MCD McDonald's Corp. | Reduce -5.4% | 0.09% | −0.03 |
| BSX Boston Scientific Corp. | Reduce -8.4% | 0.15% | −0.03 |
| COP Conocophillips | Reduce -10.2% | 0.07% | −0.03 |
| DIS The Walt Disney Co. | Reduce -11.5% | 0.05% | −0.03 |
| CVX Chevron Corp. | Reduce -11.6% | 0.10% | −0.03 |
| JNJ Johnson & Johnson | Reduce -11.5% | 0.07% | −0.03 |
| INTC Intel Corp. | Reduce -11.3% | 0.03% | −0.03 |
| CAT Caterpillar Inc. | Reduce -11.5% | 0.05% | −0.02 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.02 |
| GL Globe Life Inc. | Sold out | 0.00% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -11.5% | 0.05% | −0.02 |
| SHW The Sherwin-Williams Co. | Reduce -11.6% | 0.04% | −0.02 |
| WDAY Workday Inc. Class A | Reduce -1.4% | 0.05% | −0.02 |
| WSC Willscot Holdings Corp. | Reduce -8.1% | 0.04% | −0.02 |
| CDNS Cadence Design SYS Inc. | Reduce -13.5% | 0.07% | −0.02 |
| PCAR Paccar Inc. | Reduce -11.4% | 0.04% | −0.02 |
| NFLX Netflix Inc. | Reduce -6.1% | 0.16% | −0.02 |
| TJX TJX Companies Inc. | Reduce -28.3% | 0.04% | −0.02 |
| PEP Pepsico Inc. | Reduce -3.4% | 0.08% | −0.02 |
| SYK Stryker Corp. | Reduce -1.8% | 0.09% | −0.02 |
| TRMB Trimble Inc. | Reduce -1.6% | 0.05% | −0.02 |
Portfolio Buys Q1 2024 → Q2 2024
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 7.15% | +7.15 |
| SCHD Schwab US DVD Equity ETF | Add +41.5% | 15.68% | +3.44 |
| USHY iShares Broad Usd High Yield | Add +130.3% | 0.84% | +0.44 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +116.8% | 0.75% | +0.37 |
| EMB iShares JP Morgan Usd Emergi | Add +28.6% | 2.06% | +0.24 |
| AAPL Apple Inc. | Add +19.3% | 1.11% | +0.23 |
| SCHP Schwab U.S. Tips ETF | Add +52.8% | 0.84% | +0.22 |
| AVGO Broadcom Inc. | Add +65.4% | 0.33% | +0.13 |
| GSG iShares S&P Gsci Commodity I | Add +22.7% | 1.33% | +0.12 |
| MRK Merck & Co. Inc. | Add +154.8% | 0.22% | +0.12 |
| VRT Vertiv Holdings Co. Class A | New | 0.10% | +0.10 |
| SYY Sysco Corp. | Add +552.9% | 0.09% | +0.07 |
| COST Costco Wholesale Corp. | Add +33.4% | 0.26% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +36.9% | 0.33% | +0.06 |
| USRT iShares Core US REIT ETF | Add +31.2% | 0.36% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +6.9% | 0.73% | +0.05 |
| ANET Arista Networks Inc. | New | 0.04% | +0.04 |
| FISV Fiserv Inc. | Add +355.0% | 0.06% | +0.04 |
| RY Royal Bank of Canada | New | 0.04% | +0.04 |
| BAC Bank of America Corp. | Add +44.6% | 0.14% | +0.04 |
| IR Ingersoll-Rand Inc. | Add +305.4% | 0.05% | +0.04 |
| AMAT Applied Materials Inc. | New | 0.03% | +0.03 |
| SU Suncor Energy Inc. | New | 0.03% | +0.03 |
| CNI Canadian Natl Railway Co. | New | 0.03% | +0.03 |
| ECL Ecolab Inc. | Add +92.4% | 0.06% | +0.03 |
| TD Toronto-Dominion Bank | New | 0.03% | +0.03 |
| WMB Williams Cos Inc. | Add +88.5% | 0.05% | +0.02 |
| PGR Progressive Corp. | New | 0.02% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +20.8% | 0.20% | +0.02 |
| SHOP Shopify Inc. Class A | New | 0.02% | +0.02 |
| MFC Manulife Financial Corp. | New | 0.02% | +0.02 |
| ENB Enbridge Inc. | New | 0.02% | +0.02 |
| TTEK Tetra Tech Inc. | Add +23.7% | 0.11% | +0.02 |
| UBER Uber Technologies Inc. | Add +22.8% | 0.12% | +0.02 |
| QSR Restaurant Brands Intern | New | 0.02% | +0.02 |
| CELH Celsius Holdings Inc. | New | 0.01% | +0.01 |
| CTAS Cintas Corp. | Add +35.3% | 0.07% | +0.01 |
| AME Ametek Inc. | Add +72.6% | 0.04% | +0.01 |
| BAH Booz Allen Hamilton Holdings | Add +28.0% | 0.08% | +0.01 |
| PWR Quanta Services Inc. | New | 0.01% | +0.01 |
| PAYX Paychex Inc. | Add +31.2% | 0.07% | +0.01 |
| WM Waste Management Inc. | Add +18.0% | 0.16% | +0.01 |
| BNS Bank of Nova Scotia | New | 0.01% | +0.01 |
| AEM Agnico Eagle Mines Ltd. | New | 0.01% | +0.01 |
| NEE Nextera Energy Inc. | Add +12.6% | 0.17% | +0.01 |
| TDG Transdigm Group Inc. | Add +22.8% | 0.06% | +0.01 |
| BCE Bce Inc. | New | 0.00% | +0.00 |
| DE Deere & Co. | Add +39.5% | 0.04% | +0.00 |
| LPLA LPL Financial Holdings Inc. | Add +7.9% | 0.06% | +0.00 |
| INTU Intuit Inc. | Add +11.2% | 0.13% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 291 | $6.1B | SCHD, IVV, RDIV, TIP, PBP |
| Q1 2026 | 282 | $4.3B | SCHD, IVV, TIP, PBP, IVVW |
| Q4 2025 | 281 | $3.7B | SCHD, IVV, EMB, PBP, IVVW |
| Q3 2025 | 268 | $3.2B | SCHD, TIP, IVVW, PBP, EMB |
| Q2 2025 | 265 | $1.5B | IVVW, TIP, NVDA, MSFT, AAPL |
| Q1 2025 | 272 | $2.8B | VYM, SCHD, TIP, EMB, BKLN |
| Q4 2024 | 270 | $5.3B | VYM, SCHD, SPYM, IVV, TIP |
| Q3 2024 | 269 | $5.1B | VYM, SCHD, SPYM, EMB, IVV |
| Q2 2024 | 274 | $4.3B | VYM, SCHD, SPYM, IVV, VWO |
| Q1 2024 | 263 | $3.9B | VYM, SCHD, IVV, VWO, TIP |