Sumitomo Life Insurance Co.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 16, 2024), Sumitomo Life Insurance Co. reported 269 stock positions worth $5.1 billion. Its top holding was Vanguard High DVD Yield ETF (VYM) at 38.1% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 14.8%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 10.1%). Compared with Q2 2024, it opened 5 new positions, sold out of 10, added to 207 and reduced 54. The biggest buy was iShares JP Morgan Usd Emergi (EMB, shares +280%) and the biggest sale an exit from Vanguard Ftse Emerging Marke (VWO).
- Most Recent 13F
- Q2 2026
- Location
- TOKYO, M0
- CIK
- 0000937760
- Portfolio Value
- $5.1B (Q3 2024)
- SEC Filing
- 0001140361-24-043470 ↗ filed Oct 16, 2024
Holdings Value
Holdings 269 stocks · $5.1B
| VYM Vanguard High DVD Yield ETF | 38.09% | 15,133,322 | $1.9B | No change |
| SCHD Schwab US DVD Equity ETF | 14.84% | 8,940,000 | $755.7M | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 10.13% | 7,642,600 | $516.0M | Add +50.1% |
| EMB iShares JP Morgan Usd Emergi | 7.03% | 3,827,913 | $358.2M | Add +280.2% |
| IVV iShares Core S&P 500 ETF | 6.29% | 555,000 | $320.1M | No change |
| TIP iShares Tips Bond ETF | 2.01% | 925,136 | $102.2M | New |
| MSFT Microsoft Corp. | 1.31% | 155,275 | $66.8M | Add +4.9% |
| NVDA Nvidia Corp. | 1.23% | 517,221 | $62.8M | Reduce -1.1% |
| AAPL Apple Inc. | 1.16% | 254,357 | $59.3M | Add +9.3% |
| AMZN Amazon.com Inc. | 0.62% | 170,159 | $31.7M | Add +1.3% |
| GOOGL Alphabet Inc. Class A | 0.62% | 190,810 | $31.6M | Add +2.9% |
| META Meta Platforms Inc. Class A | 0.60% | 53,580 | $30.7M | Add +9.1% |
| BKLN Invesco Senior Loan ETF | 0.51% | 1,232,789 | $25.9M | Reduce -59.1% |
| VOO Vanguard S&P 500 ETF | 0.48% | 45,900 | $24.2M | Reduce -13.9% |
| JPM JPMorgan Chase & Co. | 0.45% | 108,419 | $22.9M | Add +51.5% |
| LLY Eli Lilly & Co. | 0.43% | 24,613 | $21.8M | Add +0.4% |
| AVGO Broadcom Inc. | 0.38% | 111,383 | $19.2M | Add +15.3% |
| VNQ Vanguard Real Estate ETF | 0.37% | 195,462 | $19.0M | Reduce -64.9% |
| FEZ State Street SPDR Euro Stoxx | 0.33% | 319,800 | $17.0M | Add +28.9% |
| NOW ServiceNow Inc. | 0.29% | 16,750 | $15.0M | Add +14.4% |
| UNH Unitedhealth Group Inc. | 0.29% | 25,220 | $14.7M | Add +19.7% |
| MA Mastercard Inc. Class A | 0.27% | 27,927 | $13.8M | Add +0.9% |
| ADBE Adobe Inc. | 0.25% | 24,173 | $12.5M | Add +19.0% |
| IEMG iShares Core MSCI Emerging | 0.24% | 210,000 | $12.1M | Reduce -58.6% |
| PG The Procter & Gamble Co. | 0.24% | 69,377 | $12.0M | Add +3.0% |
| GOOG Alphabet Inc. Class C | 0.24% | 71,764 | $12.0M | Add +3.0% |
| AMD Advanced Micro Devices | 0.23% | 72,003 | $11.8M | Add +39.2% |
| TMO Thermo Fisher Scientific Inc. | 0.23% | 18,738 | $11.6M | Add +6.5% |
| SPGI S&P Global Inc. | 0.22% | 22,167 | $11.5M | Add +9.6% |
| COST Costco Wholesale Corp. | 0.22% | 12,849 | $11.4M | Reduce -14.8% |
| ISRG Intuitive Surgical Inc. | 0.22% | 22,993 | $11.3M | Add +9.3% |
| MRK Merck & Co. Inc. | 0.20% | 89,794 | $10.2M | Add +19.6% |
| NEE Nextera Energy Inc. | 0.19% | 111,678 | $9.4M | Reduce -4.0% |
| NFLX Netflix Inc. | 0.18% | 13,286 | $9.4M | Add +9.7% |
| WMT Walmart Inc. | 0.18% | 112,742 | $9.1M | Add +196.5% |
| TSLA Tesla Inc. | 0.16% | 31,145 | $8.1M | Add +41.9% |
| UBER Uber Technologies Inc. | 0.16% | 107,271 | $8.1M | Add +26.9% |
| CME Cme Group Inc. | 0.16% | 36,293 | $8.0M | Add +85.9% |
| V Visa Inc. Class A | 0.15% | 27,540 | $7.6M | Reduce -5.2% |
| BSX Boston Scientific Corp. | 0.15% | 89,760 | $7.5M | Reduce -11.9% |
| ZTS Zoetis Inc. | 0.14% | 36,838 | $7.2M | Add +138.3% |
| TTEK Tetra Tech Inc. | 0.14% | 149,555 | $7.1M | Add +12.8% |
| WM Waste Management Inc. | 0.13% | 32,464 | $6.7M | Reduce -8.2% |
| VRT Vertiv Holdings Co. Class A | 0.13% | 67,700 | $6.7M | Add +23.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 163,026 | $6.5M | Add +7.2% |
| ABNB Airbnb Inc. Class A | 0.12% | 48,100 | $6.1M | Add +12.2% |
| SYY Sysco Corp. | 0.11% | 74,862 | $5.8M | Add +50.4% |
| INTU Intuit Inc. | 0.11% | 8,836 | $5.5M | Add +1.6% |
| ACN Accenture PLC Class A | 0.11% | 15,497 | $5.5M | Add +1.6% |
| PAYX Paychex Inc. | 0.11% | 40,700 | $5.5M | Add +53.6% |
| ABBV Abbvie Inc. | 0.10% | 27,003 | $5.3M | Add +29.6% |
| HD Home Depot Inc. | 0.10% | 13,148 | $5.3M | Reduce -2.4% |
| AXP American Express Co. | 0.10% | 19,207 | $5.2M | Add +1.8% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.10% | 78,300 | $5.2M | Reduce -84.9% |
| BKNG Booking Holdings Inc. | 0.10% | 1,197 | $5.0M | Add +1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 10,695 | $4.9M | Add +2.7% |
| CDNS Cadence Design SYS Inc. | 0.09% | 17,600 | $4.8M | Add +61.5% |
| KLAC KLA Corp. | 0.09% | 6,100 | $4.7M | Add +17.3% |
| XOM Exxon Mobil Corp. | 0.09% | 40,020 | $4.7M | Add +2.7% |
| SNPS Synopsys Inc. | 0.09% | 8,858 | $4.5M | Add +1.6% |
| TT Trane Technologies PLC | 0.09% | 11,356 | $4.4M | Reduce -23.9% |
| ETN Eaton Corp. PLC | 0.08% | 12,968 | $4.3M | Add +1.6% |
| ORCL Oracle Corp. | 0.08% | 24,055 | $4.1M | Add +19.8% |
| CVX Chevron Corp. | 0.08% | 27,652 | $4.1M | Add +2.5% |
| QCOM Qualcomm Inc. | 0.08% | 23,826 | $4.1M | Add +75.5% |
| SYK Stryker Corp. | 0.08% | 11,201 | $4.0M | Add +1.6% |
| SCHP Schwab U.S. Tips ETF | 0.08% | 74,800 | $4.0M | Reduce -89.3% |
| FTNT Fortinet Inc. | 0.07% | 47,858 | $3.7M | Add +1.0% |
| BAH Booz Allen Hamilton Holdings | 0.07% | 22,514 | $3.7M | Add +1.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.07% | 7,728 | $3.6M | Add +1.7% |
| JNJ Johnson & Johnson | 0.07% | 22,058 | $3.6M | Add +2.4% |
| PEP Pepsico Inc. | 0.07% | 20,791 | $3.5M | Add +1.8% |
| ECL Ecolab Inc. | 0.07% | 13,725 | $3.5M | Add +16.4% |
| ANET Arista Networks Inc. | 0.07% | 9,028 | $3.5M | Add +69.8% |
| FISV Fiserv Inc. | 0.07% | 19,062 | $3.4M | Add +18.0% |
| CTAS Cintas Corp. | 0.07% | 16,508 | $3.4M | Reduce -3.8% |
| MCD McDonald's Corp. | 0.07% | 11,043 | $3.4M | Reduce -28.3% |
| PH Parker Hannifin Corp. | 0.07% | 5,287 | $3.3M | Add +1.5% |
| REGN Regeneron Pharmaceuticals | 0.07% | 3,174 | $3.3M | Add +81.7% |
| ARES Ares Management Corp. Class A | 0.06% | 20,678 | $3.2M | Reduce -9.4% |
| VMC Vulcan Materials Co. | 0.06% | 12,658 | $3.2M | Add +438.6% |
| ADI Analog Devices Inc. | 0.06% | 13,696 | $3.2M | Reduce -12.2% |
| MRSH Marsh & McLennan Cos | 0.06% | 14,073 | $3.1M | Add +1.5% |
| TW Tradeweb Markets Inc. Class A | 0.06% | 25,291 | $3.1M | Add +1.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.06% | 10,932 | $3.1M | Reduce -50.2% |
| EOG EOG Resources Inc. | 0.06% | 24,784 | $3.0M | Add +1.7% |
| CRM Salesforce Inc. | 0.06% | 10,880 | $3.0M | Add +2.5% |
| WMB Williams Cos Inc. | 0.06% | 64,059 | $2.9M | Add +17.5% |
| COP Conocophillips | 0.06% | 27,210 | $2.9M | Add +2.1% |
| KO The Coca-Cola Co. | 0.06% | 39,794 | $2.9M | Add +2.4% |
| TDG Transdigm Group Inc. | 0.06% | 1,993 | $2.8M | Add +2.4% |
| CAT Caterpillar Inc. | 0.06% | 7,266 | $2.8M | Add +2.4% |
| AVY Avery Dennison Corp. | 0.05% | 12,279 | $2.7M | Add +1.3% |
| ROK Rockwell Automation Inc. | 0.05% | 10,081 | $2.7M | Add +1.5% |
| TRMB Trimble Inc. | 0.05% | 42,933 | $2.7M | Add +1.8% |
| MSCI MSCI Inc. | 0.05% | 4,404 | $2.6M | Add +1.7% |
| TXN Texas Instruments Inc. | 0.05% | 12,346 | $2.6M | Add +2.4% |
| WFC Wells Fargo & Co. | 0.05% | 43,307 | $2.4M | Add +2.4% |
| WDAY Workday Inc. Class A | 0.05% | 9,918 | $2.4M | Add +1.8% |
| IDXX Idexx Laboratories Inc. | 0.05% | 4,797 | $2.4M | Add +1.5% |
Portfolio Sells Q2 2024 → Q3 2024
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −3.65 |
| GSG iShares S&P Gsci Commodity I | Sold out | 0.00% | −1.33 |
| BKLN Invesco Senior Loan ETF | Reduce -59.1% | 0.51% | −0.96 |
| USHY iShares Broad Usd High Yield | Reduce -93.7% | 0.05% | −0.79 |
| SCHP Schwab U.S. Tips ETF | Reduce -89.3% | 0.08% | −0.76 |
| VNQ Vanguard Real Estate ETF | Reduce -64.9% | 0.37% | −0.70 |
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -84.9% | 0.10% | −0.65 |
| IEMG iShares Core MSCI Emerging | Reduce -58.6% | 0.24% | −0.34 |
| USRT iShares Core US REIT ETF | Reduce -86.9% | 0.05% | −0.31 |
| IFRA iShares US Infrastructure | Reduce -94.9% | 0.01% | −0.24 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -50.2% | 0.06% | −0.11 |
| MNST Monster Beverage Corp. | Sold out | 0.00% | −0.08 |
| VOO Vanguard S&P 500 ETF | Reduce -13.9% | 0.48% | −0.06 |
| NVDA Nvidia Corp. | Reduce -1.1% | 1.23% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -14.8% | 0.22% | −0.04 |
| LPLA LPL Financial Holdings Inc. | Reduce -53.2% | 0.02% | −0.04 |
| EW Edwards Lifesciences Corp. | Reduce -38.4% | 0.02% | −0.03 |
| V Visa Inc. Class A | Reduce -5.2% | 0.15% | −0.03 |
| WM Waste Management Inc. | Reduce -8.2% | 0.13% | −0.03 |
| TT Trane Technologies PLC | Reduce -23.9% | 0.09% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -55.3% | 0.02% | −0.03 |
| MCD McDonald's Corp. | Reduce -28.3% | 0.07% | −0.02 |
| LULU Lululemon Athletica Inc. | Reduce -40.5% | 0.02% | −0.02 |
| INTC Intel Corp. | Reduce -54.8% | 0.01% | −0.02 |
| ADI Analog Devices Inc. | Reduce -12.2% | 0.06% | −0.02 |
| NDAQ Nasdaq Inc. | Sold out | 0.00% | −0.02 |
| KEYS Keysight Technologies Inc. | Reduce -28.1% | 0.03% | −0.01 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −0.01 |
| NKE Nike Inc. Class B | Reduce -24.6% | 0.04% | −0.01 |
| BALL Ball Corp. | Sold out | 0.00% | −0.01 |
| CE Celanese Corp. | Sold out | 0.00% | −0.01 |
| PGNY Progyny Inc. | Sold out | 0.00% | −0.01 |
| ARES Ares Management Corp. Class A | Reduce -9.4% | 0.06% | −0.01 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.01 |
| DG Dollar General Corp. | Reduce -0.9% | 0.01% | −0.00 |
| CTAS Cintas Corp. | Reduce -3.8% | 0.07% | −0.00 |
| HD Home Depot Inc. | Reduce -2.4% | 0.10% | −0.00 |
| LYB Lyondellbasell Indu Class A | Reduce -0.8% | 0.01% | −0.00 |
| QSR Restaurant Brands Intern | Reduce -0.8% | 0.01% | −0.00 |
| BDX Becton Dickinson and Co. | Reduce -1.5% | 0.01% | −0.00 |
| SOLV Solventum Corp. | Sold out | 0.00% | −0.00 |
| BSX Boston Scientific Corp. | Reduce -11.9% | 0.15% | −0.00 |
| HSY The Hershey Co. | Reduce -1.5% | 0.01% | −0.00 |
| ARE Alexandria Real Estate Equit | Reduce -0.9% | 0.01% | −0.00 |
| DAR Darling Ingredients Inc. | Reduce -0.9% | 0.01% | −0.00 |
| DOW Dow Inc. | Reduce -0.9% | 0.01% | −0.00 |
| TSN Tyson Foods Inc. Class A | Reduce -0.9% | 0.01% | −0.00 |
| SPG Simon Property Group Inc. | Reduce -0.8% | 0.02% | −0.00 |
| TFC Truist Financial Corp. | Reduce -0.8% | 0.01% | −0.00 |
| LUV Southwest Airlines Co. | Reduce -3.0% | 0.00% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| EMB iShares JP Morgan Usd Emergi | Add +280.2% | 7.03% | +4.97 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +50.1% | 10.13% | +2.98 |
| TIP iShares Tips Bond ETF | New | 2.01% | +2.01 |
| WMT Walmart Inc. | Add +196.5% | 0.18% | +0.12 |
| JPM JPMorgan Chase & Co. | Add +51.5% | 0.45% | +0.12 |
| ZTS Zoetis Inc. | Add +138.3% | 0.14% | +0.08 |
| CME Cme Group Inc. | Add +85.9% | 0.16% | +0.06 |
| FEZ State Street SPDR Euro Stoxx | Add +28.9% | 0.33% | +0.06 |
| TSLA Tesla Inc. | Add +41.9% | 0.16% | +0.06 |
| AAPL Apple Inc. | Add +9.3% | 1.16% | +0.06 |
| VMC Vulcan Materials Co. | Add +438.6% | 0.06% | +0.05 |
| MELI MercadoLibre Inc. | New | 0.04% | +0.04 |
| AVGO Broadcom Inc. | Add +15.3% | 0.38% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +19.7% | 0.29% | +0.04 |
| APH Amphenol Corp. Class A | New | 0.04% | +0.04 |
| NOW ServiceNow Inc. | Add +14.4% | 0.29% | +0.04 |
| UBER Uber Technologies Inc. | Add +26.9% | 0.16% | +0.04 |
| META Meta Platforms Inc. Class A | Add +9.1% | 0.60% | +0.04 |
| PAYX Paychex Inc. | Add +53.6% | 0.11% | +0.03 |
| VRT Vertiv Holdings Co. Class A | Add +23.3% | 0.13% | +0.03 |
| NFLX Netflix Inc. | Add +9.7% | 0.18% | +0.03 |
| SPGI S&P Global Inc. | Add +9.6% | 0.22% | +0.03 |
| AMD Advanced Micro Devices | Add +39.2% | 0.23% | +0.03 |
| SYY Sysco Corp. | Add +50.4% | 0.11% | +0.03 |
| TTEK Tetra Tech Inc. | Add +12.8% | 0.14% | +0.03 |
| ANET Arista Networks Inc. | Add +69.8% | 0.07% | +0.02 |
| CDNS Cadence Design SYS Inc. | Add +61.5% | 0.09% | +0.02 |
| REGN Regeneron Pharmaceuticals | Add +81.7% | 0.07% | +0.02 |
| ABBV Abbvie Inc. | Add +29.6% | 0.10% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +9.3% | 0.22% | +0.02 |
| VLTO Veralto Corp. | New | 0.02% | +0.02 |
| PWR Quanta Services Inc. | Add +149.0% | 0.03% | +0.02 |
| QCOM Qualcomm Inc. | Add +75.5% | 0.08% | +0.02 |
| IBKR Interactive Brokers Gro Class A | New | 0.02% | +0.02 |
| ORCL Oracle Corp. | Add +19.8% | 0.08% | +0.01 |
| FISV Fiserv Inc. | Add +18.0% | 0.07% | +0.01 |
| KLAC KLA Corp. | Add +17.3% | 0.09% | +0.01 |
| HWM Howmet Aerospace Inc. | Add +26.7% | 0.03% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +6.5% | 0.23% | +0.01 |
| FTNT Fortinet Inc. | Add +1.0% | 0.07% | +0.01 |
| PH Parker Hannifin Corp. | Add +1.5% | 0.07% | +0.00 |
| SHW The Sherwin-Williams Co. | Add +2.4% | 0.05% | +0.00 |
| ECL Ecolab Inc. | Add +16.4% | 0.07% | +0.00 |
| WMB Williams Cos Inc. | Add +17.5% | 0.06% | +0.00 |
| CEG Constellation Energy | Add +4.5% | 0.03% | +0.00 |
| DHI D.R. Horton Inc. | Add +2.8% | 0.02% | +0.00 |
| WELL Welltower Inc. | Add +2.4% | 0.04% | +0.00 |
| CCK Crown Holdings Inc. | Add +3.0% | 0.02% | +0.00 |
| PSA Public Storage | Add +2.6% | 0.03% | +0.00 |
| COO The Cooper Cos Inc. | Add +3.0% | 0.02% | +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 |