Sumitomo Life Insurance Co.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Sumitomo Life Insurance Co. reported 281 stock positions worth $3.7 billion. Its top holding was Schwab US DVD Equity ETF (SCHD) at 23.3% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 14.1%) and iShares JP Morgan Usd Emergi (EMB, 4.0%). Compared with Q3 2025, it opened 17 new positions, sold out of 5, added to 215 and reduced 44. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +369%) and the biggest sale an exit from iShares Tips Bond ETF (TIP).
- Most Recent 13F
- Q2 2026
- Location
- TOKYO, M0
- CIK
- 0000937760
- Portfolio Value
- $3.7B (Q4 2025)
- SEC Filing
- 0001140361-26-005135 ↗ filed Feb 13, 2026
Holdings Value
Holdings 281 stocks · $3.7B
| SCHD Schwab US DVD Equity ETF | 23.32% | 31,050,000 | $851.7M | No change |
| IVV iShares Core S&P 500 ETF | 14.09% | 751,000 | $514.4M | Add +369.4% |
| EMB iShares JP Morgan Usd Emergi | 4.00% | 1,517,978 | $146.2M | Add +17.2% |
| PBP Invesco S&P 500 Buywrite ETF | 3.89% | 6,220,000 | $142.0M | No change |
| IVVW iShares S&P 500 Buywrite ETF | 3.78% | 3,030,000 | $138.0M | No change |
| NVDA Nvidia Corp. | 3.13% | 613,375 | $114.4M | Add +11.0% |
| VWO Vanguard Ftse Emerging Marke | 2.95% | 2,005,583 | $107.8M | Reduce -4.8% |
| MSFT Microsoft Corp. | 2.51% | 189,751 | $91.8M | Add +4.3% |
| AAPL Apple Inc. | 2.33% | 313,432 | $85.2M | Add +8.4% |
| GOOGL Alphabet Inc. Class A | 2.09% | 243,955 | $76.4M | Add +5.4% |
| XYLD Global X S&P 500 Cove Call E | 1.90% | 1,710,000 | $69.5M | No change |
| BKLN Invesco Senior Loan ETF | 1.82% | 3,170,000 | $66.6M | Add +8.6% |
| AMZN Amazon.com Inc. | 1.68% | 266,291 | $61.5M | Add +11.9% |
| VNQ Vanguard Real Estate ETF | 1.33% | 549,762 | $48.6M | Add +10.2% |
| AVGO Broadcom Inc. | 1.12% | 117,849 | $40.8M | Reduce -9.7% |
| GSG iShares S&P Gsci Commodity I | 1.10% | 1,746,896 | $40.3M | New |
| LLY Eli Lilly & Co. | 0.96% | 32,546 | $35.0M | Add +14.4% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.93% | 502,300 | $33.9M | Add +33.6% |
| SCHP Schwab U.S. Tips ETF | 0.91% | 1,250,000 | $33.1M | Add +44.9% |
| META Meta Platforms Inc. Class A | 0.86% | 47,511 | $31.4M | Reduce -20.9% |
| JPM JPMorgan Chase & Co. | 0.84% | 95,604 | $30.8M | Add +3.3% |
| USHY iShares Broad Usd High Yield | 0.77% | 754,000 | $28.2M | Add +15.8% |
| MA Mastercard Inc. Class A | 0.71% | 45,499 | $26.0M | Add +19.0% |
| FEZ State Street SPDR Euro Stoxx | 0.69% | 391,300 | $25.2M | Reduce -12.8% |
| GOOG Alphabet Inc. Class C | 0.61% | 71,504 | $22.4M | Add +19.7% |
| IEMG iShares Core MSCI Emerging | 0.60% | 324,000 | $21.8M | Reduce -30.6% |
| GS Goldman Sachs Group Inc. | 0.55% | 22,680 | $19.9M | Add +19.1% |
| WMT Walmart Inc. | 0.48% | 156,394 | $17.4M | Add +4.7% |
| USRT iShares Core US REIT ETF | 0.46% | 293,300 | $16.7M | Add +3.9% |
| VOO Vanguard S&P 500 ETF | 0.46% | 26,600 | $16.7M | Reduce -48.6% |
| TMO Thermo Fisher Scientific Inc. | 0.45% | 28,470 | $16.5M | Add +5.3% |
| SPGI S&P Global Inc. | 0.44% | 30,949 | $16.2M | Add +5.5% |
| WM Waste Management Inc. | 0.44% | 72,776 | $16.0M | Add +20.2% |
| NOW ServiceNow Inc. | 0.43% | 103,070 | $15.8M | Add +15.4% |
| CME Cme Group Inc. | 0.38% | 50,438 | $13.8M | Add +13.8% |
| UBER Uber Technologies Inc. | 0.38% | 168,333 | $13.8M | Add +6.8% |
| PANW Palo Alto Networks Inc. | 0.37% | 73,658 | $13.6M | Add +3.8% |
| ISRG Intuitive Surgical Inc. | 0.36% | 22,978 | $13.0M | Reduce -10.8% |
| BSX Boston Scientific Corp. | 0.36% | 136,372 | $13.0M | Add +6.9% |
| NEE Nextera Energy Inc. | 0.33% | 149,957 | $12.0M | Add +15.9% |
| MELI MercadoLibre Inc. | 0.32% | 5,800 | $11.7M | Add +5.5% |
| PG The Procter & Gamble Co. | 0.31% | 79,075 | $11.3M | Reduce -6.2% |
| TSLA Tesla Inc. | 0.30% | 24,771 | $11.1M | Add +8.5% |
| VRT Vertiv Holdings Co. Class A | 0.29% | 66,132 | $10.7M | Add +0.9% |
| ABNB Airbnb Inc. Class A | 0.29% | 76,702 | $10.4M | Add +16.1% |
| IFRA iShares US Infrastructure | 0.28% | 196,700 | $10.4M | Add +161.6% |
| DDOG Datadog Inc. Class A | 0.27% | 72,360 | $9.8M | Reduce -29.1% |
| VMC Vulcan Materials Co. | 0.26% | 33,494 | $9.6M | Add +30.1% |
| PAYX Paychex Inc. | 0.26% | 84,600 | $9.5M | Add +16.9% |
| KKR KKR & Co. Inc. | 0.26% | 73,300 | $9.3M | Reduce -25.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 161,890 | $8.9M | Add +8.4% |
| TMUS T-Mobile US Inc. | 0.22% | 40,320 | $8.2M | Add +2.0% |
| MDB Mongodb Inc. | 0.22% | 18,800 | $7.9M | New |
| CDNS Cadence Design SYS Inc. | 0.20% | 23,600 | $7.4M | Add +22.9% |
| ZTS Zoetis Inc. | 0.20% | 58,443 | $7.4M | Reduce -2.3% |
| SYY Sysco Corp. | 0.19% | 95,418 | $7.0M | Add +13.2% |
| V Visa Inc. Class A | 0.18% | 18,645 | $6.5M | Reduce -24.4% |
| APH Amphenol Corp. Class A | 0.17% | 46,812 | $6.3M | Add +0.5% |
| BKNG Booking Holdings Inc. | 0.16% | 1,104 | $5.9M | Add +0.6% |
| INTU Intuit Inc. | 0.16% | 8,621 | $5.7M | Add +6.0% |
| AXP American Express Co. | 0.15% | 15,303 | $5.7M | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 11,188 | $5.6M | Add +0.9% |
| NEM Newmont Corp. | 0.14% | 52,846 | $5.3M | Add +370.2% |
| ORCL Oracle Corp. | 0.14% | 26,061 | $5.1M | Reduce -14.5% |
| APP AppLovin Corp. Class A | 0.13% | 7,270 | $4.9M | Add +0.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.13% | 10,015 | $4.7M | Add +0.6% |
| PM Philip Morris International | 0.13% | 28,529 | $4.6M | Add +0.6% |
| AFRM Affirm Holdings Inc. | 0.12% | 61,100 | $4.5M | New |
| WMB Williams Cos Inc. | 0.12% | 74,411 | $4.5M | Add +6.6% |
| ABBV Abbvie Inc. | 0.12% | 19,314 | $4.4M | Add +25.7% |
| ANET Arista Networks Inc. | 0.12% | 33,504 | $4.4M | Add +0.5% |
| PH Parker Hannifin Corp. | 0.12% | 4,935 | $4.3M | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.12% | 35,423 | $4.3M | Add +0.9% |
| PLTR Palantir Technologies Inc. Class A | 0.11% | 23,411 | $4.2M | Add +0.8% |
| TT Trane Technologies PLC | 0.11% | 10,620 | $4.1M | Add +0.5% |
| JNJ Johnson & Johnson | 0.11% | 19,569 | $4.0M | Add +0.9% |
| NFLX Netflix Inc. | 0.11% | 42,553 | $4.0M | Add +1.2% |
| PWR Quanta Services Inc. | 0.11% | 9,414 | $4.0M | Add +0.4% |
| GE General Electric filed as GE AEROSPACE | 0.11% | 12,628 | $3.9M | Add +0.9% |
| MU Micron Technology Inc. | 0.11% | 13,558 | $3.9M | Add +43.1% |
| COST Costco Wholesale Corp. | 0.11% | 4,468 | $3.9M | Add +0.9% |
| ETN Eaton Corp. PLC | 0.10% | 11,979 | $3.8M | Add +0.6% |
| IBKR Interactive Brokers Gro Class A | 0.10% | 58,550 | $3.8M | Add +0.3% |
| QCOM Qualcomm Inc. | 0.10% | 21,910 | $3.7M | Add +0.6% |
| AMD Advanced Micro Devices | 0.10% | 17,393 | $3.7M | Add +0.9% |
| ECL Ecolab Inc. | 0.10% | 14,134 | $3.7M | Add +0.5% |
| CAT Caterpillar Inc. | 0.10% | 6,448 | $3.7M | Add +0.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.10% | 8,126 | $3.7M | Add +14.6% |
| SYK Stryker Corp. | 0.10% | 10,333 | $3.6M | Add +0.6% |
| HD Home Depot Inc. | 0.10% | 10,543 | $3.6M | Add +0.9% |
| MS Morgan Stanley | 0.10% | 20,327 | $3.6M | Add +0.9% |
| WFC Wells Fargo & Co. | 0.10% | 38,422 | $3.6M | Add +0.9% |
| CSCO Cisco Systems Inc. | 0.10% | 46,330 | $3.6M | Add +0.9% |
| CEG Constellation Energy | 0.10% | 9,933 | $3.5M | Add +50.9% |
| TKO Tko Group Holdings Inc. | 0.10% | 16,764 | $3.5M | Add +0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.09% | 22,476 | $3.5M | Reduce -10.6% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.09% | 29,734 | $3.5M | Add +95.2% |
| HWM Howmet Aerospace Inc. | 0.09% | 16,704 | $3.4M | Add +0.9% |
| AEM Agnico Eagle Mines Ltd. | 0.09% | 20,166 | $3.4M | Add +287.3% |
| HEI Heico Corp. | 0.09% | 9,979 | $3.2M | Add +0.6% |
Portfolio Sells Q3 2025 → Q4 2025
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −5.08 |
| VWO Vanguard Ftse Emerging Marke | Reduce -4.8% | 2.95% | −0.59 |
| VOO Vanguard S&P 500 ETF | Reduce -48.6% | 0.46% | −0.53 |
| META Meta Platforms Inc. Class A | Reduce -20.9% | 0.86% | −0.51 |
| IEMG iShares Core MSCI Emerging | Reduce -30.6% | 0.60% | −0.36 |
| AVGO Broadcom Inc. | Reduce -9.7% | 1.12% | −0.22 |
| DDOG Datadog Inc. Class A | Reduce -29.1% | 0.27% | −0.18 |
| FEZ State Street SPDR Euro Stoxx | Reduce -12.8% | 0.69% | −0.18 |
| KKR KKR & Co. Inc. | Reduce -25.3% | 0.26% | −0.14 |
| ORCL Oracle Corp. | Reduce -14.5% | 0.14% | −0.13 |
| PG The Procter & Gamble Co. | Reduce -6.2% | 0.31% | −0.09 |
| V Visa Inc. Class A | Reduce -24.4% | 0.18% | −0.08 |
| ZTS Zoetis Inc. | Reduce -2.3% | 0.20% | −0.07 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.05 |
| VEEV Veeva Systems Inc. Class A | Reduce -89.0% | 0.00% | −0.04 |
| IDXX Idexx Laboratories Inc. | Reduce -62.6% | 0.02% | −0.04 |
| CRM Salesforce Inc. | Reduce -48.4% | 0.04% | −0.03 |
| ARES Ares Management Corp. Class A | Reduce -25.5% | 0.06% | −0.03 |
| DE Deere & Co. | Reduce -37.4% | 0.03% | −0.03 |
| ADI Analog Devices Inc. | Reduce -33.5% | 0.05% | −0.02 |
| LPLA LPL Financial Holdings Inc. | Reduce -66.2% | 0.01% | −0.02 |
| CSL Carlisle Cos Inc. | Sold out | 0.00% | −0.02 |
| TW Tradeweb Markets Inc. Class A | Reduce -17.4% | 0.06% | −0.02 |
| DOV Dover Corp. | Reduce -83.4% | 0.00% | −0.02 |
| WSO Watsco Inc. | Reduce -76.3% | 0.00% | −0.02 |
| TJX TJX Companies Inc. | Reduce -10.6% | 0.09% | −0.02 |
| RYAN Ryan Specialty Holdings Inc. | Reduce -63.8% | 0.01% | −0.02 |
| ACN Accenture PLC Class A | Reduce -34.6% | 0.03% | −0.02 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.01 |
| DOW Dow Inc. | Sold out | 0.00% | −0.01 |
| DUOL Duolingo | Reduce -0.9% | 0.00% | −0.00 |
| ITW Illinois Tool Works | Reduce -0.1% | 0.02% | −0.00 |
| OXY Occidental Petroleum Corp. | Reduce -0.1% | 0.01% | −0.00 |
| PYPL PayPal Holdings Inc. | Reduce -0.1% | 0.01% | −0.00 |
| XEL Xcel Energy Inc. | Reduce -0.1% | 0.01% | −0.00 |
| EXC Exelon Corp. | Reduce -0.1% | 0.02% | −0.00 |
| HSY The Hershey Co. | Reduce -0.1% | 0.01% | −0.00 |
| CF CF Industries Holdings Inc. | Reduce -0.6% | 0.01% | −0.00 |
| CHD Church & Dwight Co. Inc. | Reduce -0.1% | 0.01% | −0.00 |
| IP International Paper Co. | Reduce -0.8% | 0.01% | −0.00 |
| ISRG Intuitive Surgical Inc. | Reduce -10.8% | 0.36% | −0.00 |
| BDX Becton Dickinson and Co. | Reduce -0.1% | 0.01% | −0.00 |
| MET Metlife Inc. | Reduce -0.5% | 0.01% | −0.00 |
| QSR Restaurant Brands Intern | Reduce -0.1% | 0.02% | −0.00 |
| HAL Halliburton Co. | Reduce -1.3% | 0.01% | 0.00 |
| BNS Bank of Nova Scotia | Reduce -0.1% | 0.02% | +0.00 |
| BIIB Biogen Inc. | Reduce -0.7% | 0.01% | +0.00 |
| DG Dollar General Corp. | Reduce -0.6% | 0.01% | +0.00 |
| TER Teradyne Inc. | Reduce -0.1% | 0.02% | +0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| IVV iShares Core S&P 500 ETF | Add +369.4% | 14.09% | +10.76 |
| GSG iShares S&P Gsci Commodity I | New | 1.10% | +1.10 |
| GOOGL Alphabet Inc. Class A | Add +5.4% | 2.09% | +0.34 |
| LLY Eli Lilly & Co. | Add +14.4% | 0.96% | +0.28 |
| MDB Mongodb Inc. | New | 0.22% | +0.22 |
| SCHP Schwab U.S. Tips ETF | Add +44.9% | 0.91% | +0.18 |
| EMB iShares JP Morgan Usd Emergi | Add +17.2% | 4.00% | +0.17 |
| GOOG Alphabet Inc. Class C | Add +19.7% | 0.61% | +0.16 |
| IFRA iShares US Infrastructure | Add +161.6% | 0.28% | +0.16 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +33.6% | 0.93% | +0.15 |
| AFRM Affirm Holdings Inc. | New | 0.12% | +0.12 |
| NEM Newmont Corp. | Add +370.2% | 0.14% | +0.12 |
| B Barrick Mining Corp. | New | 0.09% | +0.09 |
| AU Anglogold Ashanti PLC | New | 0.08% | +0.08 |
| KGC Kinross Gold Corp. | New | 0.08% | +0.08 |
| GS Goldman Sachs Group Inc. | Add +19.1% | 0.55% | +0.08 |
| WPM Wheaton Precious Metals Corp. | New | 0.07% | +0.07 |
| GFI Gold Fields Ltd.-Spons ADR | New | 0.07% | +0.07 |
| AEM Agnico Eagle Mines Ltd. | Add +287.3% | 0.09% | +0.07 |
| FNV Franco-Nevada Corp. | New | 0.07% | +0.07 |
| AMZN Amazon.com Inc. | Add +11.9% | 1.68% | +0.06 |
| MU Micron Technology Inc. | Add +43.1% | 0.11% | +0.06 |
| FIX Comfort Systems USA Inc. | New | 0.05% | +0.05 |
| AAPL Apple Inc. | Add +8.4% | 2.33% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | Add +5.3% | 0.45% | +0.04 |
| BNY Bank of New York Mellon Corp. | Add +95.2% | 0.09% | +0.04 |
| APG Api Group Corp. | New | 0.04% | +0.04 |
| MA Mastercard Inc. Class A | Add +19.0% | 0.71% | +0.04 |
| ABNB Airbnb Inc. Class A | Add +16.1% | 0.29% | +0.04 |
| HQY Healthequity Inc. | New | 0.03% | +0.03 |
| CEG Constellation Energy | Add +50.9% | 0.10% | +0.03 |
| NEE Nextera Energy Inc. | Add +15.9% | 0.33% | +0.03 |
| TD Toronto-Dominion Bank | Add +47.7% | 0.08% | +0.03 |
| LRCX Lam Research Corp. | New | 0.02% | +0.02 |
| WM Waste Management Inc. | Add +20.2% | 0.44% | +0.02 |
| NXT Nextpower Inc. | New | 0.02% | +0.02 |
| CW Curtiss-Wright Corp. | New | 0.02% | +0.02 |
| DELL Dell Technologies -C | New | 0.02% | +0.02 |
| BKR Baker Hughes Co. | New | 0.02% | +0.02 |
| VMC Vulcan Materials Co. | Add +30.1% | 0.26% | +0.02 |
| AMD Advanced Micro Devices | Add +0.9% | 0.10% | +0.02 |
| WDC Western Digital Corp. | Add +0.8% | 0.07% | +0.02 |
| VRTX Vertex Pharmaceuticals Inc. | Add +14.6% | 0.10% | +0.01 |
| SOFI Sofi Technologies Inc. | Add +43.3% | 0.06% | +0.01 |
| ABBV Abbvie Inc. | Add +25.7% | 0.12% | +0.01 |
| USHY iShares Broad Usd High Yield | Add +15.8% | 0.77% | +0.01 |
| MRK Merck & Co. Inc. | Add +0.7% | 0.07% | +0.01 |
| GM General Motors Co. | Add +0.7% | 0.04% | +0.01 |
| CAT Caterpillar Inc. | Add +0.9% | 0.10% | +0.01 |
| CME Cme Group Inc. | Add +13.8% | 0.38% | +0.01 |
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 |