Sumitomo Mitsui Trust Holdings, Inc.
Sector Allocation
- Technology44.7%$78.2B
- Financials13.0%$22.7B
- Healthcare9.1%$15.9B
- Consumer Discretionary8.9%$15.6B
- Industrials7.4%$12.9B
- Consumer Staples4.3%$7.6B
- Real Estate3.2%$5.6B
- Energy2.6%$4.6B
- Materials2.2%$3.8B
- Utilities2.0%$3.5B
AUM History
13fpro.ai/research/fund/sumitomo-mitsui-trust-holdings-inc-1475365
Conviction and streaks
Stable · top 10 = 32.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$11.7BAAPL
$9.6BMSFT
$6.5BAMZN
$5.9BGOOGL
$4.9BAVGO
$4.2BGOOG
$4.1BMU
$3.4BTSLA
$3.1BMETA
$2.9BAMD
$2.8BLLY
$2.3BJPM
$1.9BBRK.B
$1.6BGLDM
$1.6BINTC
$1.5BJNJ
$1.4BV
$1.4BCAT
$1.4BAMAT
$1.4B
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/sumitomo-mitsui-trust-holdings-inc-1475365
Sumitomo Mitsui Trust Holdings, Inc. 13F holdings — Q2 2026
$175.1B portfolio (+13.3% QoQ) · 1,080 holdings · Q2 2026 13F · top 10 are 32% of the stock portfolio
$11.7B
6.7% of stocks
-3%This quarter+10.8%Since filed10+ qtrsHeld$9.6B
5.5% of stocks
+0.2%This quarter+3.1%Since filed10+ qtrsHeld$6.5B
3.7% of stocks
-1%This quarter+18.1%Since filed10+ qtrsHeld$5.9B
3.4% of stocks
+1%This quarter+5.8%Since filed10+ qtrsHeld$4.9B
2.8% of stocks
+3%This quarter-5.8%Since filed10+ qtrsHeld$4.2B
2.4% of stocks
+0.7%This quarter-15.1%Since filed10+ qtrsHeld$4.1B
2.4% of stocks
-4%This quarter-5.8%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$3.4B
1.9% of stocks
-5%This quarter+3.3%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$3.1B
1.8% of stocks
-0.3%This quarter+26.8%Since filed10+ qtrsHeld$2.9B
1.7% of stocks
+2%This quarter+17.0%Since filed10+ qtrsHeld
All holdings — Sumitomo Mitsui Trust Holdings, Inc. (Q2 2026)
1,080 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ADVANCED MICRO DEVICES INC | Technology | $2.8B | 1.6% | 4.89M | -7% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | ELI LILLY & Co | Healthcare | $2.3B | 1.3% | 1.90M | +7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | JPMORGAN CHASE & CO | Financials | $1.9B | 1.1% | 5.91M | -3% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | BERKSHIRE HATHAWAY INC | Financials | $1.6B | 0.9% | 3.28M | +0.7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | World Gold Trustetf/fund | Financials | $1.6B | 0.9% | 20.06M | +8% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | INTEL CORP | Technology | $1.5B | 0.8% | 10.60M | -5% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | JOHNSON & JOHNSON | Healthcare | $1.4B | 0.8% | 5.66M | +0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | VISA INC. | Financials | $1.4B | 0.8% | 4.08M | -0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | CATERPILLAR INC | Industrials | $1.4B | 0.8% | 1.31M | -0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | APPLIED MATERIALS INC /DE | Technology | $1.4B | 0.8% | 1.88M | +0.9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | LAM RESEARCH CORP | Technology | $1.3B | 0.7% | 3.00M | -3% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | EXXON MOBIL CORP | Energy | $1.2B | 0.7% | 9.08M | -3% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Walmart Inc. | Consumer Staples | $1.2B | 0.7% | 10.48M | -5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | iShares Gold Trust Microetf/fund | Financials | $1.1B | 0.7% | 28.23M | +5% | 10+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | CISCO SYSTEMS, INC. | Technology | $1.1B | 0.6% | 9.60M | -7% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $MA | Mastercard Inc | Financials | $1.1B | 0.6% | 2.09M | -0.5% | |||
| 27 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.1B | 0.6% | 2.54M | -3% | |||
| 28 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.0B | 0.6% | 1.08M | +3% | |||
| 29 | $ABBV | AbbVie Inc. | Healthcare | $992.9M | 0.6% | 3.95M | +0.8% | |||
| 30 | $KLAC | KLA CORP | Technology | $954.6M | 0.6% | 3.16M | +902% | |||
| 31 | $GS | GOLDMAN SACHS GROUP INC | Financials | $892.8M | 0.5% | 883K | -3% | |||
| 32 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $855.4M | 0.5% | 15.01M | -2% | |||
| 33 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $836.8M | 0.5% | 2.37M | -0.5% | |||
| 34 | $GE | GENERAL ELECTRIC CO | Industrials | $835.5M | 0.5% | 2.24M | -1% | |||
| 35 | $NFLX | NETFLIX INC | Communication Services | $820.8M | 0.5% | 11.50M | -1% | |||
| 36 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $814.1M | 0.5% | 5.55M | -1% | |||
| 37 | $PLTR | Palantir Technologies Inc. | Technology | $803.2M | 0.5% | 6.88M | -2% | |||
| 38 | $MRK | Merck & Co., Inc. | Healthcare | $792.7M | 0.5% | 6.17M | -2% | |||
| 39 | $PANW | Palo Alto Networks Inc | Technology | $780.6M | 0.5% | 2.29M | +2% | |||
| 40 | $KO | COCA COLA CO | Consumer Staples | $749.3M | 0.4% | 9.22M | -3% | |||
| 41 | $GEV | GE Vernova Inc. | Industrials | $742.4M | 0.4% | 632K | +0.2% | |||
| 42 | $APH | AMPHENOL CORP /DE/ | Technology | $729.9M | 0.4% | 4.14M | +0.1% | |||
| 43 | $WELL | WELLTOWER INC. | Real Estate | $715.1M | 0.4% | 3.15M | -0.8% | |||
| 44 | $LIN | LINDE PLC | Materials | $714.6M | 0.4% | 1.38M | -0.6% | |||
| 45 | $CVX | CHEVRON CORP | Energy | $714.4M | 0.4% | 4.31M | -2% | |||
| 46 | $ADI | ANALOG DEVICES INC | Technology | $692.8M | 0.4% | 1.74M | +0.7% | |||
| 47 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $679.8M | 0.4% | 1.71M | +17% | |||
| 48 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $659.4M | 0.4% | 2.34M | -0.1% | |||
| 49 | $HOOD | Robinhood Markets, Inc. | Financials | $658.7M | 0.4% | 6.57M | -4% | |||
| 50 | $TXN | TEXAS INSTRUMENTS INC | Technology | $648.5M | 0.4% | 2.18M | +0.1% | |||
| 51 | $MRVL | Marvell Technology, Inc. | Technology | $593.1M | 0.3% | 1.99M | +2% | |||
| 52 | $QCOM | QUALCOMM INC/DE | Technology | $580.1M | 0.3% | 3.14M | -2% | |||
| 53 | $ETN | Eaton Corp plc | Industrials | $573.3M | 0.3% | 1.35M | +2% | |||
| 54 | $AMGN | AMGEN INC | Healthcare | $550.7M | 0.3% | 1.52M | -1% | |||
| 55 | $EQIX | EQUINIX INC | Real Estate | $546.6M | 0.3% | 524K | -4% | |||
| 56 | $WDC | WESTERN DIGITAL CORP | Technology | $546.2M | 0.3% | 855K | +2% | |||
| 57 | $PM | Philip Morris International Inc. | Consumer Staples | $545.2M | 0.3% | 3.01M | -1% | |||
| 58 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $544.6M | 0.3% | 714K | -4% | |||
| 59 | $C | CITIGROUP INC | Financials | $543.8M | 0.3% | 3.89M | -4% | |||
| 60 | $ORCL | ORACLE CORP | Technology | $542.3M | 0.3% | 3.70M | +0.9% | |||
| 61 | $RTX | RTX Corp | Industrials | $542.0M | 0.3% | 2.86M | +1% | |||
| 62 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $541.2M | 0.3% | 1.08M | +0.1% | |||
| 63 | $TER | TERADYNE, INC | Technology | $540.5M | 0.3% | 1.12M | -34% | |||
| 64 | $STX | Seagate Technology Holdings plc | Technology | $536.9M | 0.3% | 556K | +7% | |||
| 65 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $530.3M | 0.3% | 6.42M | -3% | |||
| 66 | $MS | MORGAN STANLEY | Financials | $523.2M | 0.3% | 2.50M | -2% | |||
| 67 | $MCD | MCDONALDS CORP | Consumer Discretionary | $510.0M | 0.3% | 1.89M | -0.8% | |||
| 68 | $PLD | Prologis, Inc. | Real Estate | $509.5M | 0.3% | 3.76M | -5% | |||
| 69 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $504.7M | 0.3% | 1.02M | +4% | |||
| 70 | $PEP | PEPSICO INC | Consumer Staples | $480.7M | 0.3% | 3.55M | +0.2% | |||
| 71 | $AXP | AMERICAN EXPRESS CO | Financials | $473.7M | 0.3% | 1.40M | -3% | |||
| 72 | $DE | DEERE & CO | Industrials | $445.7M | 0.3% | 703K | -4% | |||
| 73 | $GLW | CORNING INC /NY | Materials | $438.3M | 0.3% | 1.72M | -1% | |||
| 74 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $435.4M | 0.3% | 10.28M | -10% | |||
| 75 | $DIS | Walt Disney Co | Communication Services | $429.7M | 0.3% | 4.46M | +0.3% | |||
| 76 | $SHOP | SHOPIFY INC. | Technology | $409.4M | 0.2% | 3.59M | -3% | |||
| 77 | $NEE | NEXTERA ENERGY INC | Utilities | $407.7M | 0.2% | 4.64M | +1% | |||
| 78 | $BA | BOEING CO | Industrials | $400.9M | 0.2% | 1.85M | -9% | |||
| 79 | $ANET | Arista Networks, Inc. | Technology | $394.7M | 0.2% | 2.32M | -0.1% | |||
| 80 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $392.0M | 0.2% | 1.04M | +3% | |||
| 81 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $389.4M | 0.2% | 2.57M | +0.4% | |||
| 82 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $388.5M | 0.2% | 2.27M | New | |||
| 83 | $T | AT&T INC. | Communication Services | $375.9M | 0.2% | 18.16M | -3% | |||
| 84 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $374.3M | 0.2% | 2.96M | +1% | |||
| 85 | $UNP | UNION PACIFIC CORP | Industrials | $356.3M | 0.2% | 1.31M | -0.3% | |||
| 86 | $ABT | ABBOTT LABORATORIES | Healthcare | $356.2M | 0.2% | 3.93M | +3% | |||
| 87 | $SNPS | SYNOPSYS INC | Technology | $352.3M | 0.2% | 790K | -16% | |||
| 88 | $UBER | Uber Technologies, Inc | Technology | $348.4M | 0.2% | 4.83M | -7% | |||
| 89 | $DHR | DANAHER CORP /DE/ | Healthcare | $341.4M | 0.2% | 1.79M | -5% | |||
| 90 | $PFE | PFIZER INC | Healthcare | $331.7M | 0.2% | 13.78M | -4% | |||
| 91 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $326.8M | 0.2% | 1.83M | +2322% | |||
| 92 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $326.1M | 0.2% | 1.46M | -4% | |||
| 93 | $COHR | COHERENT CORP. | Technology | $324.7M | 0.2% | 823K | +9% | |||
| 94 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $323.6M | 0.2% | 1.48M | +4% | |||
| 95 | $BLK | BlackRock, Inc. | Financials | $319.4M | 0.2% | 332K | +0.6% | |||
| 96 | $SCHW | SCHWAB CHARLES CORP | Financials | $319.3M | 0.2% | 3.46M | -3% | |||
| 97 | $CRM | Salesforce, Inc. | Technology | $314.2M | 0.2% | 2.01M | -13% | |||
| 98 | $CB | Chubb Ltd | Financials | $308.9M | 0.2% | 907K | -7% | |||
| 99 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $304.0M | 0.2% | 612K | -0.4% | |||
| 100 | $COIN | Coinbase Global, Inc. | Financials | $300.0M | 0.2% | 2.05M | -0.8% | |||
| 101 | $CVS | CVS HEALTH Corp | Healthcare | $298.9M | 0.2% | 2.89M | +3% | |||
| 102 | $EMR | EMERSON ELECTRIC CO | Industrials | $296.8M | 0.2% | 2.07M | +2% | |||
| 103 | $VRT | Vertiv Holdings Co | Technology | $296.0M | 0.2% | 884K | +2% | |||
| 104 | $COR | Cencora, Inc. | Consumer Staples | $293.6M | 0.2% | 1.04M | +29% | |||
| 105 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $293.4M | 0.2% | 5.09M | +12% | |||
| 106 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $291.4M | 0.2% | 172K | -9% | |||
| 107 | $COP | CONOCOPHILLIPS | Energy | $290.5M | 0.2% | 2.79M | +5% | |||
| 108 | $APP | AppLovin Corp | Technology | $288.7M | 0.2% | 560K | +2% | |||
| 109 | $DELL | Dell Technologies Inc. | Technology | $285.9M | 0.2% | 663K | -4% | |||
| 110 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $277.0M | 0.2% | 1.26M | -5% | |||
| 111 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $276.6M | 0.2% | 1.38M | -5% | |||
| 112 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $268.0M | 0.1% | 2.62M | +0.6% | |||
| 113 | $SHW | SHERWIN WILLIAMS CO | Materials | $265.8M | 0.1% | 772K | -2% | |||
| 114 | $PH | Parker-Hannifin Corp | Industrials | $264.5M | 0.1% | 270K | +0.6% | |||
| 115 | $CCZ | COMCAST CORP | Communication Services | $263.8M | 0.1% | 10.75M | -3% | |||
| 116 | $NXPI | NXP Semiconductors N.V. | Technology | $260.4M | 0.1% | 927K | +2% | |||
| 117 | $SPGI | S&P Global Inc. | Financials | $259.6M | 0.1% | 674K | -0.9% | |||
| 118 | $MDT | Medtronic plc | Healthcare | $257.5M | 0.1% | 3.29M | +8% | |||
| 119 | $PSA | Public Storage | Real Estate | $256.6M | 0.1% | 806K | -4% | |||
| 120 | $LMT | LOCKHEED MARTIN CORP | Industrials | $255.5M | 0.1% | 501K | -0.9% | |||
| 121 | $PWR | QUANTA SERVICES, INC. | Industrials | $255.2M | 0.1% | 354K | +0.8% | |||
| 122 | $NU | Nu Holdings Ltd. | Financials | $253.3M | 0.1% | 18.96M | -0.1% | |||
| 123 | $RBLX | Roblox Corp | Technology | $252.5M | 0.1% | 4.64M | +4% | |||
| 124 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $252.1M | 0.1% | 764K | -4% | |||
| 125 | $TT | Trane Technologies plc | Technology | $248.1M | 0.1% | 505K | -0.1% | |||
| 126 | $CMI | CUMMINS INC | Industrials | $246.6M | 0.1% | 346K | -0.1% | |||
| 127 | $NET | Cloudflare, Inc. | Technology | $244.8M | 0.1% | 998K | -7% | |||
| 128 | $NEM | NEWMONT Corp /DE/ | Materials | $243.7M | 0.1% | 2.61M | -7% | |||
| 129 | $TDG | TransDigm Group INC | Industrials | $241.6M | 0.1% | 181K | +0.7% | |||
| 130 | $SO | SOUTHERN CO | Utilities | $238.5M | 0.1% | 2.49M | +2% | |||
| 131 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $237.5M | 0.1% | 3.30M | -1.0% | |||
| 132 | $TEM | Tempus AI, Inc. | Technology | $236.9M | 0.1% | 4.09M | -5% | |||
| 133 | $ICE | Intercontinental Exchange, Inc. | Financials | $236.8M | 0.1% | 1.92M | +3% | |||
| 134 | $HWM | Howmet Aerospace Inc. | Materials | $235.4M | 0.1% | 875K | +4% | |||
| 135 | $IAU | ISHARES GOLD TRUST | Financials | $235.1M | 0.1% | 3.11M | -14% | |||
| 136 | $SYK | STRYKER CORP | Healthcare | $233.4M | 0.1% | 741K | -4% | |||
| 137 | $FTNT | Fortinet, Inc. | Technology | $231.2M | 0.1% | 1.51M | -2% | |||
| 138 | $MMM | 3M CO | Healthcare | $229.6M | 0.1% | 1.42M | -0.8% | |||
| 139 | $DDOG | Datadog, Inc. | Technology | $228.7M | 0.1% | 879K | +0.5% | |||
| 140 | $NOW | ServiceNow, Inc. | Technology | $227.9M | 0.1% | 2.30M | -7% | |||
| 141 | $TRMB | TRIMBLE INC. | Technology | $227.7M | 0.1% | 4.45M | +18% | |||
| 142 | $DUK | Duke Energy CORP | Utilities | $222.4M | 0.1% | 1.76M | -0.1% | |||
| 143 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $221.6M | 0.1% | 900K | +2% | |||
| 144 | $ELV | Elevance Health, Inc. | Healthcare | $221.0M | 0.1% | 571K | -5% | |||
| 145 | $TMUS | T-Mobile US, Inc. | Communication Services | $219.2M | 0.1% | 1.31M | -1% | |||
| 146 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $217.3M | 0.1% | 970K | +1% | |||
| 147 | $USB | US BANCORP \DE\ | Financials | $216.0M | 0.1% | 3.58M | +5% | |||
| 148 | $IVZ | Invesco Ltd. | Financials | $215.7M | 0.1% | 712K | -11% | |||
| 149 | $SPOT | Spotify Technology S.A. | Communication Services | $214.7M | 0.1% | 468K | -6% | |||
| 150 | $ADBE | ADOBE INC. | Technology | $214.2M | 0.1% | 1.04M | -2% |
What changed in Q2 2026
Against the previous quarter's 13F: 79 new, 353 added to, 582 trimmed, 49 sold out. Share-count changes; largest moves by dollar size first.
New positions (79)
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$388.5Mfirst bought this quarter
$SPYSPDR S&P 500 ETF TRUST$86.8M
first bought this quarter
$CBRSCerebras Systems Inc.$67.9M
first bought this quarter
$HONAHoneywell Aerospace Inc.$65.6M
first bought this quarter
$XPOXPO, Inc.$44.8M
first bought this quarter
$FDXFFedEx Freight Holding Company, Inc.$39.4M
first bought this quarter
+73 more in the Excel export
Added to (353)
$KLACKLA CORP+902%
now $954.6M · held 10+ qtrs
$BKNGBooking Holdings Inc.+2322%
now $326.8M · held 10+ qtrs
now $2.3B · held 10+ qtrs
now $4.9B · held 10+ qtrs
now $1.6B · held 10+ qtrs, 2 adds in a row
$ISRGINTUITIVE SURGICAL INC+17%
now $679.8M · held 10+ qtrs, 2 adds in a row
+347 more in the Excel export
Trimmed (582)
now $11.7B · held 10+ qtrs, 3 trims in a row
$TERTERADYNE, INC-34%
now $540.5M · held 10+ qtrs, 5 trims in a row
now $2.8B · held 10+ qtrs, 3 trims in a row
$HONHONEYWELL INTERNATIONAL INC-48%
now $208.9M
now $3.4B · held 10+ qtrs, 4 trims in a row
$ROKUROKU, INC-67%
now $86.6M
+576 more in the Excel export
Holdings by quarter
Every 13F Sumitomo Mitsui Trust Holdings, Inc. has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow Sumitomo Mitsui?
Q2 2026 13F filed with the SEC on Jul 30, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Sumitomo Mitsui's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+6.0%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 7% over the last 4
Top 10 weight
32%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Sumitomo Mitsui Trust Holdings, Inc. disclosed 1,080 positions worth $175.1B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 6.7% of the equity portfolio, followed by $AAPL and $MSFT. During the quarter the fund opened 79 new positions and exited 49 — including a new stake in $SPCX and a full exit from $CTRA. The portfolio is most concentrated in Technology (44.7% of disclosed assets). All figures are sourced directly from Sumitomo Mitsui Trust Holdings, Inc.’s Form 13F-HR filing with the SEC under CIK 1475365.
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