Sumitomo Mitsui Financial Group, Inc.
179 holdingsFiling period: 2026-06-30Current AUM: $5.29Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ARES | Ares Management Corporation | 13.36M | $1.49B | $1.63B | 30.86% | -- | 2026-06-30 |
| 2 | SPY | State Str Spdr S&P 500 ETF T | 767.2K | $572.9M | $590.5M | 11.16% | +11.3K | 2026-06-30 |
| 3 | JEF | Jefferies Finl Group Inc | 6.43M | $321.3M | $297.0M | 5.61% | -2,817,744 | 2026-06-30 |
| 4 | QQQ | Invesco Qqq TR | 394.2K | $290.3M | $284.3M | 5.37% | +204.4K | 2026-06-30 |
| 5 | GLD | Spdr Gold TR | 617.8K | $227.6M | $230.0M | 4.35% | +27.8K | 2026-06-30 |
| 6 | PSNY | Polestar Automotive Hldg UK | 10.34M | $194.2M | $37.7M | 0.71% | -- | 2026-06-30 |
| 7 | AGG | iShares TR | 1.34M | $132.2M | $128.4M | 2.43% | -17,941 | 2026-06-30 |
| 8 | XLB | Select Sector Spdr TR | 2.44M | $124.1M | $126.4M | 2.39% | +2.44M | 2026-06-30 |
| 9 | CME | Cme Group Inc | 471.8K | $104.2M | $138.5M | 2.62% | -- | 2026-06-30 |
| 10 | NVDA | NVIDIA Corporation | 475.4K | $95.1M | $103.6M | 1.96% | +6.9K | 2026-06-30 |
| 11 | LQD | iShares TR | 859.2K | $93.7M | $89.6M | 1.69% | +24.2K | 2026-06-30 |
| 12 | GOOG | Alphabet Inc | 256.1K | $90.5M | $81.2M | 1.53% | +707 | 2026-06-30 |
| 13 | AVGO | Broadcom Inc | 239.5K | $90.5M | $82.0M | 1.55% | +618 | 2026-06-30 |
| 14 | ANET | Arista Networks Inc | 495.8K | $84.2M | $92.7M | 1.75% | +5.5K | 2026-06-30 |
| 15 | IEF | iShares TR | 877.3K | $83.0M | $79.9M | 1.51% | +22.1K | 2026-06-30 |
| 16 | XYZ | Block Inc | 909.3K | $69.1M | $68.1M | 1.29% | +1.4K | 2026-06-30 |
| 17 | HYG | iShares TR | 780.5K | $62.4M | $60.6M | 1.14% | +3.6K | 2026-06-30 |
| 18 | IGSB | iShares TR | 1.04M | $54.5M | $53.5M | 1.01% | -97 | 2026-06-30 |
| 19 | AMZN | Amazon.com Inc | 227.1K | $54.1M | $57.5M | 1.09% | +3.9K | 2026-06-30 |
| 20 | SJNK | Spdr Series Trust | 2.06M | $51.6M | $50.0M | 0.94% | +93.1K | 2026-06-30 |
| 21 | GE | GE Aerospace | 130.3K | $48.7M | $38.8M | 0.73% | +6.7K | 2026-06-30 |
| 22 | META | Meta Platforms Inc | 86.4K | $48.7M | $53.6M | 1.01% | +6.1K | 2026-06-30 |
| 23 | JPM | JPMorgan Chase & Co | 146.0K | $47.8M | $49.0M | 0.93% | +2.7K | 2026-06-30 |
| 24 | MSFT | Microsoft Corp | 126.0K | $47.0M | $66.9M | 1.26% | -1,035 | 2026-06-30 |
| 25 | APH | Amphenol Corp | 259.1K | $45.7M | $40.5M | 0.77% | +32.6K | 2026-06-30 |
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