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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0000937760

SUMITOMO LIFE INSURANCE CO

TOKYO, M0 · File #028-04674

Latest AUM
$3.65B
Positions
281
Top-10 Concentration
70.8%
Filings
12

Sector Allocation

Technology
13.0%$475.7M
Financials
8.0%$293.4M
Healthcare
3.3%$120.6M
Industrials
1.5%$53.4M
Materials
0.6%$20.2M
Energy
0.5%$17.4M
Utilities
0.2%$6.1M
Real Estate
0.1%$4.8M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SCHWAB STRATEGIC TR US DIVIDEND EQ80852479731,050,000$851.7M26.61%
2ISHARES TR CORE S&P500 ETF464287200751,000$514.4M16.07%
3ISHARES TR JPMORGAN USD EMG4642882811,517,978$146.2M4.57%
4INVESCO EXCHANGE TRADED FD T S&P500 BUY WRTIVZ6,220,000$142.0M4.44%
5ISHARES TR S&P 500 BUYWRITE46438G7113,030,000$138.0M4.31%
6NVIDIA CORPORATION COMNVDA613,375$114.4M3.57%
7VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF9220428582,005,583$107.8M3.37%
8MICROSOFT CORP COMMSFT189,751$91.8M2.87%
9APPLE INC COMAAPL313,432$85.2M2.66%
10ALPHABET INC CAP STK CL AGOOG243,955$76.4M2.39%
11GLOBAL X FDS S&P 500 COVERED37954Y4751,710,000$69.5M2.17%
12INVESCO EXCH TRADED FD TR II SR LN ETFIVZ3,170,000$66.6M2.08%
13AMAZON COM INC COMAMZN266,291$61.5M1.92%
14VANGUARD INDEX FDS REAL ESTATE ETF922908553549,762$48.6M1.52%
15BROADCOM INC COMAVGO117,849$40.8M1.27%
16ISHARES S&P GSCI COMMODITY- UNIT BEN INTISMCF1,746,896$40.3M1.26%
17ELI LILLY & CO COMLLY32,546$35.0M1.09%
18VANGUARD WHITEHALL FDS EM MK GOV BD ETF921946885502,300$33.9M1.06%
19SCHWAB STRATEGIC TR US TIPS ETF8085248701,250,000$33.1M1.03%
20META PLATFORMS INC CL AMETA47,511$31.4M0.98%