Sumitomo Life Insurance Co.
Annual return '25
+14.1%
SPY '25
+17.7%
Alpha
-3.6ptsvs SPY
Invested
$4.3B
Holdings
281
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHD
SCHWAB STRATEGIC TR US DIVIDEND EQ
Q1 2026: Exited (was 31.05M shares)
32.8%
02
$IVV
ISHARES TR CORE S&P500 ETF
Q1 2026: Exited (was 751.0k shares)
15.8%
03
$TIP
ISHARES TR TIPS BD ETF
Q4 2025: Exited (was 1.47M shares)
3.9%
04
$PBP
INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT
Q1 2026: Exited (was 6.22M shares)
3.2%
05
$IVVW
ISHARES TR S&P 500 BUYWRITE
Q1 2026: Exited (was 3.03M shares)
3.1%
06
$EMB
ISHARES TR JPMORGAN USD EMG
Q1 2026: Exited (was 1.52M shares)
3.0%
07
$NVDA
NVIDIA CORPORATION COM
Q1 2026: Exited (was 613.4k shares)
2.6%
08
$AAPL
APPLE INC COM
Q1 2026: Exited (was 313.4k shares)
2.1%
09
$GOOGL
ALPHABET INC CAP STK CL A
Q1 2026: Exited (was 244.0k shares)
1.7%
10
$XYLD
GLOBAL X FDS S&P 500 COVERED
Q1 2026: Exited (was 1.71M shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:23 UTC.