Sumitomo Life Insurance Co.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), Sumitomo Life Insurance Co. reported 270 stock positions worth $5.3 billion. Its top holding was Vanguard High DVD Yield ETF (VYM) at 36.4% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 13.8%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 11.8%). Compared with Q3 2024, it opened 8 new positions, sold out of 7, added to 50 and reduced 209. The biggest buy was a new position in Vanguard Ftse Emerging Marke (VWO) and the biggest sale iShares JP Morgan Usd Emergi (EMB, shares −71%).

Most Recent 13F
Q2 2026
Location
TOKYO, M0
CIK
0000937760
Portfolio Value
$5.3B (Q4 2024)
SEC Filing
0001140361-25-001666 ↗ filed Jan 23, 2025

Holdings Value

0$2.0B$4.0B$6.0B$8.0B Q1 2024: $3.9B Q1 2024 Q2 2024: $4.3B Q2 2024 Q3 2024: $5.1B Q3 2024 Q4 2024: $5.3B $5.3B Q4 2024 Q1 2025: $2.8B Q1 2025 Q2 2025: $1.5B Q2 2025 Q3 2025: $3.2B Q3 2025 Q4 2025: $3.7B Q4 2025 Q1 2026: $4.3B Q1 2026 Q2 2026: $6.1B Q2 2026

Holdings 270 stocks · $5.3B

VYM Vanguard High DVD Yield ETF 36.45% 15,133,322 $1.9B No change
SCHD Schwab US DVD Equity ETF 13.83% 26,820,000 $732.7M No change
SPYM Ste STR SPDR PT S&P 500 ETF 11.78% 9,052,600 $624.1M Add +18.4%
IVV iShares Core S&P 500 ETF 6.17% 555,000 $326.7M No change
TIP iShares Tips Bond ETF 2.94% 1,461,746 $155.7M Add +58.0%
VWO Vanguard Ftse Emerging Marke 2.01% 2,423,347 $106.7M New
EMB iShares JP Morgan Usd Emergi 1.88% 1,120,786 $99.8M Reduce -70.7%
NVDA Nvidia Corp. 1.38% 546,348 $73.4M Add +5.6%
AAPL Apple Inc. 1.29% 273,640 $68.5M Add +7.6%
MSFT Microsoft Corp. 1.29% 161,701 $68.2M Add +4.1%
BKLN Invesco Senior Loan ETF 1.23% 3,101,835 $65.4M Add +151.6%
VNQ Vanguard Real Estate ETF 0.88% 524,956 $46.8M Add +168.6%
AMZN Amazon.com Inc. 0.76% 182,699 $40.1M Add +7.4%
GSG iShares S&P Gsci Commodity I 0.66% 1,596,278 $34.8M New
AVGO Broadcom Inc. 0.63% 144,851 $33.6M Add +30.1%
GOOGL Alphabet Inc. Class A 0.63% 176,433 $33.4M Reduce -7.5%
META Meta Platforms Inc. Class A 0.58% 52,731 $30.9M Reduce -1.6%
VOO Vanguard S&P 500 ETF 0.51% 50,500 $27.2M Add +10.0%
USHY iShares Broad Usd High Yield 0.50% 724,600 $26.7M Add +1026.9%
JPM JPMorgan Chase & Co. 0.47% 104,387 $25.0M Reduce -3.7%
TSLA Tesla Inc. 0.38% 50,418 $20.4M Add +61.9%
LLY Eli Lilly & Co. 0.37% 25,089 $19.4M Add +1.9%
FEZ State Street SPDR Euro Stoxx 0.35% 382,200 $18.4M Add +19.5%
NOW ServiceNow Inc. 0.34% 17,157 $18.2M Add +2.4%
VWOB Vanguard Emerg MKTS Gov BND 0.33% 279,100 $17.6M Add +256.4%
MA Mastercard Inc. Class A 0.32% 32,304 $17.0M Add +15.7%
IEMG iShares Core MSCI Emerging 0.28% 283,900 $14.8M Add +35.2%
SCHP Schwab U.S. Tips ETF 0.28% 567,500 $14.7M Add +279.3%
GS Goldman Sachs Group Inc. 0.28% 25,441 $14.6M Add +598.4%
GOOG Alphabet Inc. Class C 0.25% 70,222 $13.4M Reduce -2.1%
SPGI S&P Global Inc. 0.25% 26,838 $13.4M Add +21.1%
NFLX Netflix Inc. 0.23% 13,509 $12.0M Add +1.7%
PG The Procter & Gamble Co. 0.23% 71,205 $11.9M Add +2.6%
ISRG Intuitive Surgical Inc. 0.20% 20,574 $10.7M Reduce -10.5%
WMT Walmart Inc. 0.20% 118,144 $10.7M Add +4.8%
ADBE Adobe Inc. 0.19% 22,840 $10.2M Reduce -5.5%
TMO Thermo Fisher Scientific Inc. 0.19% 19,431 $10.1M Add +3.7%
BX Blackstone Inc. 0.19% 57,900 $10.0M New
WM Waste Management Inc. 0.17% 44,348 $8.9M Add +36.6%
BSX Boston Scientific Corp. 0.17% 99,858 $8.9M Add +11.3%
VRT Vertiv Holdings Co. Class A 0.16% 76,145 $8.7M Add +12.5%
V Visa Inc. Class A 0.16% 27,003 $8.5M Reduce -1.9%
AMD Advanced Micro Devices 0.16% 68,794 $8.3M Reduce -4.5%
ABNB Airbnb Inc. Class A 0.15% 61,222 $8.0M Add +27.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.15% 179,185 $7.9M Add +9.9%
PAYX Paychex Inc. 0.14% 53,300 $7.5M Add +31.0%
VMC Vulcan Materials Co. 0.14% 28,242 $7.3M Add +123.1%
SYY Sysco Corp. 0.13% 93,297 $7.1M Add +24.6%
UBER Uber Technologies Inc. 0.13% 118,018 $7.1M Add +10.0%
PANW Palo Alto Networks Inc. 0.13% 37,600 $6.8M New
CDNS Cadence Design SYS Inc. 0.13% 22,600 $6.8M Add +28.4%
ZTS Zoetis Inc. 0.12% 37,599 $6.1M Add +2.1%
USRT iShares Core US REIT ETF 0.11% 105,300 $6.0M Add +172.1%
NEE Nextera Energy Inc. 0.11% 83,243 $6.0M Reduce -25.5%
BKNG Booking Holdings Inc. 0.11% 1,181 $5.9M Reduce -1.3%
AXP American Express Co. 0.11% 18,921 $5.6M Reduce -1.5%
TTEK Tetra Tech Inc. 0.10% 138,386 $5.5M Reduce -7.5%
INTU Intuit Inc. 0.10% 8,719 $5.5M Reduce -1.3%
MELI MercadoLibre Inc. 0.10% 3,200 $5.4M Add +190.9%
ACN Accenture PLC Class A 0.10% 15,282 $5.4M Reduce -1.4%
ORCL Oracle Corp. 0.10% 30,429 $5.1M Add +26.5%
HD Home Depot Inc. 0.09% 12,924 $5.0M Reduce -1.7%
UNH Unitedhealth Group Inc. 0.09% 9,499 $4.8M Reduce -62.3%
BRK.B Berkshire Hathaway Inc. Class B 0.09% 10,452 $4.7M Reduce -2.3%
COST Costco Wholesale Corp. 0.09% 4,931 $4.5M Reduce -61.6%
CEG Constellation Energy 0.08% 20,014 $4.5M Add +308.2%
FISV Fiserv Inc. 0.08% 20,688 $4.2M Add +8.5%
ETN Eaton Corp. PLC 0.08% 12,785 $4.2M Reduce -1.4%
SNPS Synopsys Inc. 0.08% 8,741 $4.2M Reduce -1.3%
XOM Exxon Mobil Corp. 0.08% 39,109 $4.2M Reduce -2.3%
TT Trane Technologies PLC 0.08% 11,216 $4.1M Reduce -1.2%
SYK Stryker Corp. 0.07% 11,041 $4.0M Reduce -1.4%
FTNT Fortinet Inc. 0.07% 41,557 $3.9M Reduce -13.2%
ANET Arista Networks Inc. 0.07% 35,395 $3.9M Reduce -2.0%
WMB Williams Cos Inc. 0.07% 68,703 $3.7M Add +7.3%
CRWD CrowdStrike Holdings Inc. Class A 0.07% 10,764 $3.7M Reduce -1.5%
ARES Ares Management Corp. Class A 0.07% 20,375 $3.6M Reduce -1.5%
QCOM Qualcomm Inc. 0.07% 23,464 $3.6M Reduce -1.5%
CRM Salesforce Inc. 0.07% 10,654 $3.6M Reduce -2.1%
PH Parker Hannifin Corp. 0.06% 5,206 $3.3M Reduce -1.5%
TW Tradeweb Markets Inc. Class A 0.06% 24,959 $3.3M Reduce -1.3%
APH Amphenol Corp. Class A 0.06% 46,847 $3.3M Add +50.1%
CVX Chevron Corp. 0.06% 22,253 $3.2M Reduce -19.5%
ECL Ecolab Inc. 0.06% 13,514 $3.2M Reduce -1.5%
JNJ Johnson & Johnson 0.06% 21,599 $3.1M Reduce -2.1%
PEP Pepsico Inc. 0.06% 20,463 $3.1M Reduce -1.6%
VRTX Vertex Pharmaceuticals Inc. 0.06% 7,613 $3.1M Reduce -1.5%
ABBV Abbvie Inc. 0.06% 17,205 $3.1M Reduce -36.3%
EOG EOG Resources Inc. 0.06% 24,348 $3.0M Reduce -1.8%
WFC Wells Fargo & Co. 0.06% 42,419 $3.0M Reduce -2.0%
TRMB Trimble Inc. 0.06% 42,139 $3.0M Reduce -1.9%
CTAS Cintas Corp. 0.06% 16,228 $3.0M Reduce -1.7%
DDOG Datadog Inc. Class A 0.06% 20,598 $2.9M Add +77.1%
MRSH Marsh & McLennan Cos 0.06% 13,845 $2.9M Reduce -1.6%
BAH Booz Allen Hamilton Holdings 0.05% 22,200 $2.9M Reduce -1.4%
MCD McDonald's Corp. 0.05% 9,766 $2.8M Reduce -11.6%
MS Morgan Stanley 0.05% 22,416 $2.8M Add +34.7%
IBKR Interactive Brokers Gro Class A 0.05% 15,272 $2.7M Add +174.8%
MRK Merck & Co. Inc. 0.05% 26,138 $2.6M Reduce -70.9%
MSCI MSCI Inc. 0.05% 4,326 $2.6M Reduce -1.8%
CAT Caterpillar Inc. 0.05% 7,117 $2.6M Reduce -2.0%
WDAY Workday Inc. Class A 0.05% 9,723 $2.5M Reduce -2.0%
TDG Transdigm Group Inc. 0.05% 1,951 $2.5M Reduce -2.1%
ADP Automatic Data Processing 0.05% 8,291 $2.4M Reduce -2.1%
KO The Coca-Cola Co. 0.05% 38,965 $2.4M Reduce -2.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.04% 21,221 $2.4M Reduce -2.5%
ROK Rockwell Automation Inc. 0.04% 8,135 $2.3M Reduce -19.3%
TXN Texas Instruments Inc. 0.04% 12,089 $2.3M Reduce -2.1%
AVY Avery Dennison Corp. 0.04% 12,095 $2.3M Reduce -1.5%
PM Philip Morris International 0.04% 18,435 $2.2M Reduce -2.1%
REGN Regeneron Pharmaceuticals 0.04% 3,112 $2.2M Reduce -1.9%
ADI Analog Devices Inc. 0.04% 10,300 $2.2M Reduce -24.8%
CSCO Cisco Systems Inc. 0.04% 35,800 $2.1M Reduce -2.5%
IR Ingersoll-Rand Inc. 0.04% 23,400 $2.1M Reduce -2.5%
ANSS Ansys Inc. 0.04% 6,269 $2.1M Reduce -1.8%
PWR Quanta Services Inc. 0.04% 6,509 $2.1M Add +30.4%
WELL Welltower Inc. 0.04% 16,260 $2.0M Reduce -2.5%
SHW The Sherwin-Williams Co. 0.04% 6,011 $2.0M Reduce -2.4%
AME Ametek Inc. 0.04% 11,239 $2.0M Reduce -2.5%
C Citigroup Inc. 0.04% 28,510 $2.0M Reduce -2.5%
RY Royal Bank of Canada 0.04% 16,635 $2.0M Reduce -2.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.04% 16,352 $2.0M Reduce -2.5%
IQV Iqvia Holdings Inc. 0.04% 9,904 $1.9M Reduce -1.6%
ACGL Arch Capital Group Ltd. 0.04% 21,069 $1.9M Reduce -2.5%
DE Deere & Co. 0.04% 4,506 $1.9M Reduce -2.5%
BLK BlackRock Inc. 0.04% 1,835 $1.9M Reduce -3.0%
PNC PNC Financial Services Group 0.04% 9,746 $1.9M Add +59.8%
CSL Carlisle Cos Inc. 0.03% 5,011 $1.8M New
UNP Union Pacific Corp. 0.03% 8,054 $1.8M Reduce -2.5%
MAR Marriott International Class A 0.03% 6,501 $1.8M Reduce -2.7%
LIN Linde PLC 0.03% 4,231 $1.8M Reduce -2.5%
TMUS T-Mobile US Inc. 0.03% 8,012 $1.8M Reduce -2.6%
CSGP Costar Group Inc. 0.03% 24,018 $1.7M Reduce -1.9%
DHR Danaher Corp. 0.03% 7,470 $1.7M Reduce -2.5%
POOL Pool Corp. 0.03% 5,025 $1.7M Reduce -1.9%
HWM Howmet Aerospace Inc. 0.03% 15,524 $1.7M Reduce -2.3%
KEYS Keysight Technologies Inc. 0.03% 10,424 $1.7M Reduce -2.6%
GE General Electric filed as GE AEROSPACE 0.03% 10,035 $1.7M Reduce -2.7%
LOW Lowe's Cos Inc. 0.03% 6,749 $1.7M Reduce -2.5%
CB Chubb Ltd. 0.03% 6,004 $1.7M Reduce -2.6%
CMCSA Comcast Corp. Class A 0.03% 43,558 $1.6M Reduce -2.5%
TREX Trex Company Inc. 0.03% 23,215 $1.6M Reduce -2.6%
GILD Gilead Sciences Inc. 0.03% 17,331 $1.6M Reduce -2.8%
VZ Verizon Communications Inc. 0.03% 38,304 $1.5M Reduce -3.2%
PCAR Paccar Inc. 0.03% 14,683 $1.5M Reduce -3.4%
EQIX Equinix Inc. 0.03% 1,599 $1.5M Reduce -3.1%
AMGN Amgen Inc. 0.03% 5,749 $1.5M Reduce -3.0%
UPS United Parcel Service Class B 0.03% 11,857 $1.5M Reduce -2.9%
VLTO Veralto Corp. 0.03% 14,594 $1.5M Add +50.4%
SO The Southern Co. 0.03% 17,975 $1.5M Reduce -3.1%
CME Cme Group Inc. 0.03% 6,303 $1.5M Reduce -82.6%
ABT Abbott Laboratories 0.03% 12,922 $1.5M Reduce -2.7%
LULU Lululemon Athletica Inc. 0.03% 3,822 $1.5M Reduce -1.3%
MDT Medtronic PLC 0.03% 18,219 $1.5M Reduce -3.1%
COP Conocophillips 0.03% 14,586 $1.4M Reduce -46.4%
MDLZ Mondelez International Inc. Class A 0.03% 24,193 $1.4M Reduce -3.0%
DFS Discover Financial Services 0.03% 8,299 $1.4M Reduce -4.0%
CSX CSX Corp. 0.03% 43,916 $1.4M Reduce -2.7%
IDXX Idexx Laboratories Inc. 0.03% 3,427 $1.4M Reduce -28.6%
YETI Yeti Holdings Inc. filed as YETI HLDGS INC 0.03% 36,413 $1.4M Reduce -1.8%
TRV The Travelers Cos Inc. 0.03% 5,751 $1.4M Reduce -2.9%
PFE Pfizer Inc. 0.03% 52,018 $1.4M Reduce -2.7%
SHOP Shopify Inc. Class A 0.03% 12,732 $1.4M Reduce -2.9%
GRMN Garmin Ltd. 0.03% 6,489 $1.3M Reduce -3.0%
SU Suncor Energy Inc. 0.02% 36,589 $1.3M Reduce -2.7%
TKO Tko Group Holdings Inc. 0.02% 9,076 $1.3M Reduce -2.9%
LPLA LPL Financial Holdings Inc. 0.02% 3,882 $1.3M Reduce -3.7%
CL Colgate-Palmolive Co. 0.02% 13,800 $1.3M Add +34.2%
ALL Allstate Corp. 0.02% 6,373 $1.2M Reduce -3.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.02% 5,487 $1.2M Reduce -2.7%
T AT&T Inc. 0.02% 52,810 $1.2M Reduce -2.9%
PLTR Palantir Technologies Inc. Class A 0.02% 15,699 $1.2M New
TD Toronto-Dominion Bank 0.02% 22,012 $1.2M Reduce -2.9%
DLR Digital Realty Trust Inc. 0.02% 6,599 $1.2M Reduce -3.2%
GM General Motors Co. 0.02% 21,392 $1.1M Reduce -3.2%
DOV Dover Corp. 0.02% 6,041 $1.1M Reduce -2.9%
CNI Canadian Natl Railway Co. 0.02% 11,154 $1.1M Reduce -2.9%
PGR Progressive Corp. 0.02% 4,713 $1.1M Reduce -2.9%
TGT Target Corp. 0.02% 8,162 $1.1M Reduce -3.0%
COR Cencora Inc. 0.02% 4,901 $1.1M Reduce -2.9%
AON Aon PLC Class A 0.02% 3,060 $1.1M Reduce -3.2%
KLAC KLA Corp. 0.02% 1,741 $1.1M Reduce -71.5%
PSA Public Storage 0.02% 3,600 $1.1M Reduce -2.9%
MO Altria Group Inc. 0.02% 20,439 $1.1M Reduce -2.9%
SCHW Schwab (charles) Corp. 0.02% 14,233 $1.1M Reduce -3.0%
AMAT Applied Materials Inc. 0.02% 6,330 $1.0M Reduce -3.0%
CI The Cigna Group 0.02% 3,672 $1.0M Reduce -3.1%
WSC Willscot Holdings Corp. 0.02% 29,720 $994K Reduce -32.6%
DUK Duke Energy Corp. 0.02% 9,220 $993K Reduce -3.0%
NKE Nike Inc. Class B 0.02% 13,082 $990K Reduce -42.7%
COO The Cooper Cos Inc. 0.02% 10,758 $989K Reduce -3.1%
SRE Sempra 0.02% 11,023 $967K Reduce -2.9%
CCK Crown Holdings Inc. 0.02% 11,353 $939K Reduce -3.3%
ORLY O'reilly Automotive Inc. 0.02% 769 $912K Reduce -4.0%
MFC Manulife Financial Corp. 0.02% 29,396 $903K Reduce -4.5%
EA Electronic Arts Inc. 0.02% 6,163 $902K Reduce -4.2%
LECO Lincoln Electric Holdings 0.02% 4,706 $882K Reduce -4.7%
USB US Bancorp 0.02% 18,270 $874K Reduce -4.3%
MU Micron Technology Inc. 0.02% 10,358 $872K Reduce -4.0%
ENB Enbridge Inc. 0.02% 20,160 $855K Reduce -2.3%
DUOL Duolingo 0.02% 2,598 $842K Reduce -2.4%
ITW Illinois Tool Works 0.02% 3,321 $842K Reduce -4.4%
PRU Prudential Financial Inc. 0.02% 7,059 $837K Reduce -4.5%
CHTR Charter Communications Inc. Class A 0.02% 2,365 $811K Reduce -1.5%
A Agilent Technologies Inc. 0.02% 6,003 $806K Reduce -5.5%
SBUX Starbucks Corp. 0.02% 8,835 $806K Reduce -2.3%
ELV Elevance Health Inc. 0.02% 2,173 $802K Reduce -4.0%
GXO Gxo Logistics Inc. 0.01% 17,981 $782K Reduce -4.0%
DHI D.R. Horton Inc. 0.01% 5,561 $778K Reduce -4.0%
FDX FedEx Corp. 0.01% 2,754 $775K Reduce -5.1%
NSC Norfolk Southern Corp. 0.01% 3,255 $764K Reduce -3.5%
AEP American Electric Power 0.01% 8,275 $763K Reduce -5.3%
CVS CVS Health Corp. 0.01% 16,940 $760K Reduce -4.3%
SPG Simon Property Group Inc. 0.01% 4,401 $758K Reduce -3.5%
GIS General Mills Inc. 0.01% 11,708 $747K Reduce -5.3%
ENTG Entegris Inc. 0.01% 7,511 $744K Reduce -5.4%
CMS CMS Energy Corp. 0.01% 11,087 $739K Reduce -3.5%
COF Capital One Financial Corp. 0.01% 4,123 $735K Reduce -3.7%
AIG American International Group 0.01% 10,040 $731K Reduce -5.3%
CRH CRH PLC 0.01% 7,757 $718K New
NUE Nucor Corp. 0.01% 6,141 $717K Reduce -5.2%
IT Gartner Inc. 0.01% 1,452 $703K New
APD Air Products & Chemicals Inc. 0.01% 2,367 $687K Reduce -3.4%
MKC McCormick & Co.-Non VTG SHRS 0.01% 8,957 $683K Reduce -3.4%
PYPL PayPal Holdings Inc. 0.01% 7,992 $682K Reduce -3.5%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.01% 17,248 $661K Reduce -5.1%
TFC Truist Financial Corp. 0.01% 15,240 $661K Reduce -3.7%
HCA HCA Healthcare Inc. 0.01% 2,166 $650K Reduce -5.5%
OMC Omnicom Group 0.01% 7,516 $647K Reduce -3.7%
D Dominion Energy Inc. 0.01% 11,617 $626K Reduce -3.5%
FTV Fortive Corp. 0.01% 8,274 $621K Reduce -3.2%
KMI Kinder Morgan Inc. 0.01% 21,917 $601K Reduce -1.8%
QSR Restaurant Brands Intern 0.01% 9,043 $589K Reduce -3.7%
VLO Valero Energy Corp. 0.01% 4,729 $580K Reduce -5.3%
WY Weyerhaeuser Co. 0.01% 20,539 $578K Reduce -3.7%
AMT American Tower Corp. 0.01% 3,145 $577K Reduce -46.6%
AWK American Water Works Co. Inc. 0.01% 4,609 $574K Reduce -3.7%
OXY Occidental Petroleum Corp. 0.01% 11,286 $558K Reduce -3.7%
PEG Public Service Enterprise GP 0.01% 6,590 $557K Reduce -56.5%
BDX Becton Dickinson and Co. 0.01% 2,419 $549K Reduce -3.2%
DVN Devon Energy Corp. 0.01% 16,551 $542K Reduce -5.4%
LYB Lyondellbasell Indu Class A 0.01% 6,999 $520K Reduce -3.7%
HSY The Hershey Co. 0.01% 3,067 $519K Reduce -3.3%
EXC Exelon Corp. 0.01% 13,687 $515K Reduce -3.7%
CHD Church & Dwight Co. Inc. 0.01% 4,848 $508K Reduce -3.7%
BMY Bristol-Myers Squibb Co. 0.01% 8,476 $479K Reduce -62.9%
BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX 0.01% 8,898 $478K Reduce -2.0%
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 0.01% 6,624 $475K Reduce -3.9%
TSN Tyson Foods Inc. Class A 0.01% 8,028 $461K Reduce -2.0%
NEM Newmont Corp. 0.01% 12,117 $451K Reduce -3.9%
SWK Stanley Black & Decker Inc. 0.01% 5,519 $443K Reduce -3.9%
AEM Agnico Eagle Mines Ltd. 0.01% 5,617 $439K Reduce -2.0%
XEL Xcel Energy Inc. 0.01% 6,338 $428K Reduce -3.8%
TER Teradyne Inc. 0.01% 3,366 $424K Reduce -3.2%
DAR Darling Ingredients Inc. 0.01% 11,874 $400K Reduce -2.0%
INTC Intel Corp. 0.01% 19,416 $389K Reduce -3.6%
ARE Alexandria Real Estate Equit 0.01% 3,982 $388K Reduce -2.0%
DD Dupont DE Nemours Inc. 0.01% 5,088 $388K Reduce -63.9%
IFRA iShares US Infrastructure 0.01% 7,600 $352K Reduce -45.7%
APTV Aptiv PLC 0.01% 5,320 $322K Reduce -67.7%
DOW Dow Inc. 0.01% 7,879 $316K Reduce -2.0%
IP International Paper Co. 0.01% 5,482 $295K Reduce -3.8%
WDC Western Digital Corp. 0.01% 4,909 $293K Reduce -3.8%
CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC 0.01% 3,155 $269K Reduce -3.9%
BIIB Biogen Inc. 0.01% 1,730 $265K Reduce -55.7%
DOC Healthpeak Properties Inc. 0.00% 12,895 $261K Reduce -3.9%
DG Dollar General Corp. 0.00% 3,321 $252K Reduce -2.0%
LUV Southwest Airlines Co. 0.00% 7,385 $248K Reduce -3.9%
HAL Halliburton Co. 0.00% 9,118 $248K Reduce -3.8%
MET Metlife Inc. 0.00% 2,760 $226K Reduce -3.8%

Portfolio Sells Q3 2024 → Q4 2024

EMB iShares JP Morgan Usd Emergi Reduce -70.7% 1.88% −5.15
UNH Unitedhealth Group Inc. Reduce -62.3% 0.09% −0.20
MRK Merck & Co. Inc. Reduce -70.9% 0.05% −0.15
COST Costco Wholesale Corp. Reduce -61.6% 0.09% −0.14
CME Cme Group Inc. Reduce -82.6% 0.03% −0.13
AMD Advanced Micro Devices Reduce -4.5% 0.16% −0.08
NEE Nextera Energy Inc. Reduce -25.5% 0.11% −0.07
KLAC KLA Corp. Reduce -71.5% 0.02% −0.07
ADBE Adobe Inc. Reduce -5.5% 0.19% −0.05
ABBV Abbvie Inc. Reduce -36.3% 0.06% −0.05
TTEK Tetra Tech Inc. Reduce -7.5% 0.10% −0.03
COP Conocophillips Reduce -46.4% 0.03% −0.03
REGN Regeneron Pharmaceuticals Reduce -1.9% 0.04% −0.02
ZS Zscaler Inc. Sold out 0.00% −0.02
NKE Nike Inc. Class B Reduce -42.7% 0.02% −0.02
IDXX Idexx Laboratories Inc. Reduce -28.6% 0.03% −0.02
ADI Analog Devices Inc. Reduce -24.8% 0.04% −0.02
EW Edwards Lifesciences Corp. Sold out 0.00% −0.02
META Meta Platforms Inc. Class A Reduce -1.6% 0.58% −0.02
CVX Chevron Corp. Reduce -19.5% 0.06% −0.02
ISRG Intuitive Surgical Inc. Reduce -10.5% 0.20% −0.02
BAH Booz Allen Hamilton Holdings Reduce -1.4% 0.05% −0.02
DD Dupont DE Nemours Inc. Reduce -63.9% 0.01% −0.02
APTV Aptiv PLC Reduce -67.7% 0.01% −0.02
AMT American Tower Corp. Reduce -46.6% 0.01% −0.02
PEG Public Service Enterprise GP Reduce -56.5% 0.01% −0.02
BMY Bristol-Myers Squibb Co. Reduce -62.9% 0.01% −0.01
WSC Willscot Holdings Corp. Reduce -32.6% 0.02% −0.01
XOM Exxon Mobil Corp. Reduce -2.3% 0.08% −0.01
VRTX Vertex Pharmaceuticals Inc. Reduce -1.5% 0.06% −0.01
MCD McDonald's Corp. Reduce -11.6% 0.05% −0.01
QCOM Qualcomm Inc. Reduce -1.5% 0.07% −0.01
JNJ Johnson & Johnson Reduce -2.1% 0.06% −0.01
CTAS Cintas Corp. Reduce -1.7% 0.06% −0.01
PEP Pepsico Inc. Reduce -1.6% 0.06% −0.01
ACGL Arch Capital Group Ltd. Reduce -2.5% 0.04% −0.01
AVY Avery Dennison Corp. Reduce -1.5% 0.04% −0.01
KO The Coca-Cola Co. Reduce -2.1% 0.05% −0.01
IQV Iqvia Holdings Inc. Reduce -1.6% 0.04% −0.01
BIIB Biogen Inc. Reduce -55.7% 0.01% −0.01
HD Home Depot Inc. Reduce -1.7% 0.09% −0.01
DHR Danaher Corp. Reduce -2.5% 0.03% −0.01
ROK Rockwell Automation Inc. Reduce -19.3% 0.04% −0.01
AMGN Amgen Inc. Reduce -3.0% 0.03% −0.01
TDG Transdigm Group Inc. Reduce -2.1% 0.05% −0.01
ECL Ecolab Inc. Reduce -1.5% 0.06% −0.01
MDLZ Mondelez International Inc. Class A Reduce -3.0% 0.03% −0.01
TT Trane Technologies PLC Reduce -1.2% 0.08% −0.01
ELV Elevance Health Inc. Reduce -4.0% 0.02% −0.01
SNPS Synopsys Inc. Reduce -1.3% 0.08% −0.01

Portfolio Buys Q3 2024 → Q4 2024

VWO Vanguard Ftse Emerging Marke New 2.01% +2.01
SPYM Ste STR SPDR PT S&P 500 ETF Add +18.4% 11.78% +1.65
TIP iShares Tips Bond ETF Add +58.0% 2.94% +0.93
BKLN Invesco Senior Loan ETF Add +151.6% 1.23% +0.73
GSG iShares S&P Gsci Commodity I New 0.66% +0.66
VNQ Vanguard Real Estate ETF Add +168.6% 0.88% +0.51
USHY iShares Broad Usd High Yield Add +1026.9% 0.50% +0.46
AVGO Broadcom Inc. Add +30.1% 0.63% +0.26
GS Goldman Sachs Group Inc. Add +598.4% 0.28% +0.24
VWOB Vanguard Emerg MKTS Gov BND Add +256.4% 0.33% +0.23
TSLA Tesla Inc. Add +61.9% 0.38% +0.22
SCHP Schwab U.S. Tips ETF Add +279.3% 0.28% +0.20
BX Blackstone Inc. New 0.19% +0.19
NVDA Nvidia Corp. Add +5.6% 1.38% +0.15
AMZN Amazon.com Inc. Add +7.4% 0.76% +0.13
AAPL Apple Inc. Add +7.6% 1.29% +0.13
PANW Palo Alto Networks Inc. New 0.13% +0.13
VMC Vulcan Materials Co. Add +123.1% 0.14% +0.07
USRT iShares Core US REIT ETF Add +172.1% 0.11% +0.07
CEG Constellation Energy Add +308.2% 0.08% +0.06
MELI MercadoLibre Inc. Add +190.9% 0.10% +0.06
MA Mastercard Inc. Class A Add +15.7% 0.32% +0.05
NOW ServiceNow Inc. Add +2.4% 0.34% +0.05
IEMG iShares Core MSCI Emerging Add +35.2% 0.28% +0.04
NFLX Netflix Inc. Add +1.7% 0.23% +0.04
VOO Vanguard S&P 500 ETF Add +10.0% 0.51% +0.04
WM Waste Management Inc. Add +36.6% 0.17% +0.04
IBKR Interactive Brokers Gro Class A Add +174.8% 0.05% +0.04
CSL Carlisle Cos Inc. New 0.03% +0.03
CDNS Cadence Design SYS Inc. Add +28.4% 0.13% +0.03
PAYX Paychex Inc. Add +31.0% 0.14% +0.03
ABNB Airbnb Inc. Class A Add +27.3% 0.15% +0.03
VRT Vertiv Holdings Co. Class A Add +12.5% 0.16% +0.03
DDOG Datadog Inc. Class A Add +77.1% 0.06% +0.03
SPGI S&P Global Inc. Add +21.1% 0.25% +0.03
WMT Walmart Inc. Add +4.8% 0.20% +0.02
PLTR Palantir Technologies Inc. Class A New 0.02% +0.02
BAC Bank of America Corp. Add +9.9% 0.15% +0.02
APH Amphenol Corp. Class A Add +50.1% 0.06% +0.02
BSX Boston Scientific Corp. Add +11.3% 0.17% +0.02
SYY Sysco Corp. Add +24.6% 0.13% +0.02
MS Morgan Stanley Add +34.7% 0.05% +0.02
ORCL Oracle Corp. Add +26.5% 0.10% +0.02
CRH CRH PLC New 0.01% +0.01
IT Gartner Inc. New 0.01% +0.01
PNC PNC Financial Services Group Add +59.8% 0.04% +0.01
FEZ State Street SPDR Euro Stoxx Add +19.5% 0.35% +0.01
FISV Fiserv Inc. Add +8.5% 0.08% +0.01
WMB Williams Cos Inc. Add +7.3% 0.07% +0.01
PWR Quanta Services Inc. Add +30.4% 0.04% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 291$6.1BSCHD, IVV, RDIV, TIP, PBP
Q1 2026 282$4.3BSCHD, IVV, TIP, PBP, IVVW
Q4 2025 281$3.7BSCHD, IVV, EMB, PBP, IVVW
Q3 2025 268$3.2BSCHD, TIP, IVVW, PBP, EMB
Q2 2025 265$1.5BIVVW, TIP, NVDA, MSFT, AAPL
Q1 2025 272$2.8BVYM, SCHD, TIP, EMB, BKLN
Q4 2024 270$5.3BVYM, SCHD, SPYM, IVV, TIP
Q3 2024 269$5.1BVYM, SCHD, SPYM, EMB, IVV
Q2 2024 274$4.3BVYM, SCHD, SPYM, IVV, VWO
Q1 2024 263$3.9BVYM, SCHD, IVV, VWO, TIP