SUMITOMO MITSUI FINANCIAL GROUP, INC.
180 holdingsFiling period: 2026-06-30Current AUM: $5.43Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ARES | ARES MANAGEMENT CORPORATION | 13.36M | $1.49B | $1.73B | 31.80% | -- | 2026-06-30 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 767.2K | $572.9M | $581.1M | 10.71% | +11.3K | 2026-06-30 |
| 3 | JEF | JEFFERIES FINL GROUP INC | 6.43M | $321.3M | $313.9M | 5.79% | -2,817,744 | 2026-06-30 |
| 4 | QQQ | INVESCO QQQ TR | 394.2K | $290.3M | $277.7M | 5.12% | +204.4K | 2026-06-30 |
| 5 | GLD | SPDR GOLD TR | 617.8K | $227.6M | $243.5M | 4.49% | +27.8K | 2026-06-30 |
| 6 | PSNY | POLESTAR AUTOMOTIVE HLDG UK | 10.34M | $194.2M | $75.7M | 1.40% | -- | 2026-06-30 |
| 7 | AGG | ISHARES TR | 1.34M | $132.2M | $128.1M | 2.36% | -17,941 | 2026-06-30 |
| 8 | XLB | SELECT SECTOR SPDR TR | 2.44M | $124.1M | $123.8M | 2.28% | +2.44M | 2026-06-30 |
| 9 | CME | CME GROUP INC | 471.8K | $104.2M | $129.8M | 2.39% | -- | 2026-06-30 |
| 10 | NVDA | NVIDIA CORPORATION | 475.4K | $95.1M | $100.9M | 1.86% | +6.9K | 2026-06-30 |
| 11 | LQD | ISHARES TR | 859.2K | $93.7M | $89.6M | 1.65% | +24.2K | 2026-06-30 |
| 12 | GOOG | ALPHABET INC | 256.1K | $90.5M | $87.5M | 1.61% | +707 | 2026-06-30 |
| 13 | AVGO | BROADCOM INC | 239.5K | $90.5M | $81.3M | 1.50% | +618 | 2026-06-30 |
| 14 | ANET | ARISTA NETWORKS INC | 495.8K | $84.2M | $95.6M | 1.76% | +5.5K | 2026-06-30 |
| 15 | IEF | ISHARES TR | 877.3K | $83.0M | $79.7M | 1.47% | +22.1K | 2026-06-30 |
| 16 | XYZ | BLOCK INC | 909.3K | $69.1M | $71.2M | 1.31% | +1.4K | 2026-06-30 |
| 17 | HYG | ISHARES TR | 780.5K | $62.4M | $61.2M | 1.13% | +3.6K | 2026-06-30 |
| 18 | IGSB | ISHARES TR | 1.04M | $54.5M | $53.5M | 0.99% | -97 | 2026-06-30 |
| 19 | AMZN | AMAZON COM INC | 227.1K | $54.1M | $56.4M | 1.04% | +3.9K | 2026-06-30 |
| 20 | SJNK | SPDR SERIES TRUST | 2.06M | $51.6M | $50.6M | 0.93% | +93.1K | 2026-06-30 |
| 21 | GE | GE AEROSPACE | 130.3K | $48.7M | $40.0M | 0.74% | +6.7K | 2026-06-30 |
| 22 | META | META PLATFORMS INC | 86.4K | $48.7M | $57.9M | 1.07% | +6.1K | 2026-06-30 |
| 23 | JPM | JPMORGAN CHASE & CO | 146.0K | $47.8M | $51.5M | 0.95% | +2.7K | 2026-06-30 |
| 24 | MSFT | MICROSOFT CORP | 126.0K | $47.0M | $62.6M | 1.15% | -1,035 | 2026-06-30 |
| 25 | APH | AMPHENOL CORP | 259.1K | $45.7M | $40.2M | 0.74% | +32.6K | 2026-06-30 |
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