Sumitomo Life Insurance
Sumitomo Life Insurance reported 291 stocks worth $6.1B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are SCHD (30.9%), IVV (22.6%) and RDIV (4.2%). Compared with Q1 2026, the fund opened new positions in RDIV, COHR and SNDK, added to SCHD, IVV and TIP, trimmed NVDA, AAPL and GOOGL and sold out of ZTS, AFRM and IR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHD Schwab US Dividend Equity ETF | $1.9B | 30.9% | 59.6M | +14.1M (+31%) | 7 of 8 | |
| 2 |  IVV Ishares TR | $1.4B | 22.6% | 1.9M | +821K (+80%) | 6 of 8 | |
| 3 |  RDIV Invesco S&P Ultra Dividend Revenue ETF | $255M | 4.2% | 4.4M | New position | 1 of 8 | |
| 4 |  TIP Ishares Tips Bond ETF | $212M | 3.5% | 1.9M | +426K (+28%) | 7 of 8 | |
| 5 |  PBP Invesco Exchange Traded FD T | $142M | 2.3% | 6.2M | No change | 4 of 8 | |
| 6 |  IVVW Ishares S&P 500 Buywrite ETF | $135M | 2.2% | 3M | No change | 5 of 8 | |
| 7 |  NVDA Nvidia Corporation | $125M | 2.0% | 623K | −12K (−2%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $102M | 1.7% | 351K | −3,306 (−1%) | 8 of 8 | |
| 9 |  VWO Vanguard Intl Equity Index F | $92.8M | 1.5% | 1.6M | +866K (+126%) | 5 of 8 | |
| 10 |  GOOGL Alphabet Inc | $87M | 1.4% | 243K | −15K (−6%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ZTS Zoetis Inc | $7.7M | 65K |
 AFRM Affirm Hldgs Inc | $3.3M | 72K |
 IR Ingersoll Rand Inc | $1.1M | 14K |
 ITW Illinois Tool Wks Inc | $811K | 3,115 |
 BDX Becton Dickinson & Co | $367K | 2,334 |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sumitomo Life Insurance 13F FAQ
What does Sumitomo Life Insurance own?
Sumitomo Life Insurance reported 291 stocks worth $6.1B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are SCHD (30.9%), IVV (22.6%) and RDIV (4.2%). The table above lists every position in the filing (the top 10 without an account).
What did Sumitomo Life Insurance buy and sell in Q2 2026?
Compared with Q1 2026: 18 new positions, 50 added to, 214 trimmed and 9 sold out. New positions include RDIV, COHR and SNDK. It sold all of ZTS, AFRM and IR.
When will Sumitomo Life Insurance file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Sumitomo Life Insurance's portfolio worth?
The Q2 2026 filing reports $6.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.