# EDGAR Filing Document

**Accession Number:** 0000937760
**File Stem:** 0001140361-26-020673
**Filing Date:** 2026-5
**Character Count:** 32746
**Document Hash:** 931e20fc6aca28fe9cee3a0f5206a28c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001140361-26-020673.hdr.sgml**: 20260512

**ACCESSION NUMBER**: 0001140361-26-020673

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260512

**DATE AS OF CHANGE**: 20260512

**EFFECTIVENESS DATE**: 20260512

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SUMITOMO LIFE INSURANCE CO
- **CENTRAL INDEX KEY:** 0000937760

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** M0
- **FISCAL YEAR END:** 0331

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-04674
- **FILM NUMBER:** 26965701

**BUSINESS ADDRESS:**
- **ADDRESS IS A NON US LOCATION:** YES
- **STREET 1:** 2-2-1, YAESU, CHUO-KU
- **CITY:** TOKYO
- **PROVINCE COUNTRY:** M0
- **ZIP:** 104-8430
- **BUSINESS PHONE:** 81356172132

**MAIL ADDRESS:**
- **ADDRESS IS A NON US LOCATION:** YES
- **STREET 1:** 2-2-1, YAESU, CHUO-KU
- **CITY:** TOKYO
- **PROVINCE COUNTRY:** M0
- **ZIP:** 104-8430

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** SUMITOMO LIFE INSURANCE CO<br>**Address:** 2-2-1 YAESU CHUO-KU<br>TOKYO, M0 104-8430

**Form 13F File Number:** 028-04674

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Nozomu Kato<br>**Title:** Manager<br>**Phone:** 050-3785-9258

**Signature, Place, and Date of Signing:**

/s/ Nozomu Kato  Tokyo, M0  05-11-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[ ] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[x] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 282

**Form 13F Information Table Value Total:** $4254732909

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

|   No. | Name                   | Form 13F File Number   | CRD Number   | SEC File Number   |
|---:|:---|:---|:---|:---|
|     1 | Symetra Financial CORP | 028-17231              |  |  |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABORATORIES COM | Common | 002824100 |  | 1242307 | 12100 | SH |  | SOLE |  | 12100 | 0 | 0 |
| ABBVIE INC COM | Common | 00287Y109 |  | 4722578 | 21714 | SH |  | SOLE |  | 21714 | 0 | 0 |
| ACCENTURE PLC IRELAND SHS CLASS A | Common | G1151C101 |  | 799704 | 4033 | SH |  | SOLE |  | 4033 | 0 | 0 |
| ADVANCED MICRO DEVICES INC COM | Common | 007903107 |  | 3629395 | 17841 | SH |  | SOLE |  | 17841 | 0 | 0 |
| AFFIRM HLDGS INC COM CL A | Common | 00827B106 |  | 3280712 | 71600 | SH |  | SOLE |  | 71600 | 0 | 0 |
| AGILENT TECHNOLOGIES INC COM | Common | 00846U101 |  | 660172 | 5792 | SH |  | SOLE |  | 5792 | 0 | 0 |
| AGNICO EAGLE MINES LTD COM | Common | 008474108 |  | 1096417 | 17989 | SH |  | SOLE |  | 5389 | 0 | 12600 |
| AIR PRODUCTS AND CHEMICALS I COM | Common | 009158106 |  | 664641 | 2288 | SH |  | SOLE |  | 2288 | 0 | 0 |
| AIRBNB INC COM CL A | Common | 009066101 |  | 10799466 | 85520 | SH |  | SOLE |  | 85520 | 0 | 0 |
| ALLSTATE CORP COM | Common | 020002101 |  | 1234295 | 5953 | SH |  | SOLE |  | 5953 | 0 | 0 |
| ALNYLAM PHARMACEUTICALS INC COM | Common | 02043Q107 |  | 1086577 | 3284 | SH |  | SOLE |  | 3284 | 0 | 0 |
| ALPHABET INC CAP STK CL A | Common | 02079K305 |  | 74224700 | 258119 | SH |  | SOLE |  | 258119 | 0 | 0 |
| ALPHABET INC CAP STK CL C | Common | 02079K107 |  | 20194657 | 70399 | SH |  | SOLE |  | 70399 | 0 | 0 |
| ALTRIA GROUP INC COM | Common | 02209S103 |  | 1262653 | 19134 | SH |  | SOLE |  | 19134 | 0 | 0 |
| AMAZON COM INC COM | Common | 023135106 |  | 56286842 | 270259 | SH |  | SOLE |  | 270259 | 0 | 0 |
| AMERICAN ELEC PWR CO INC COM | Common | 025537101 |  | 1035794 | 7902 | SH |  | SOLE |  | 7902 | 0 | 0 |
| AMERICAN EXPRESS CO COM | Common | 025816109 |  | 4460068 | 14745 | SH |  | SOLE |  | 14745 | 0 | 0 |
| AMERICAN INTL GROUP INC COM NEW | Common | 026874784 |  | 725335 | 9639 | SH |  | SOLE |  | 9639 | 0 | 0 |
| AMERICAN TOWER CORP COM | Common | 03027X100 |  | 827349 | 4794 | SH |  | SOLE |  | 4794 | 0 | 0 |
| AMERICAN WTR WKS CO INC NEW COM | Common | 030420103 |  | 1416016 | 10405 | SH |  | SOLE |  | 10405 | 0 | 0 |
| AMETEK INC COM | Common | 031100100 |  | 2248208 | 10488 | SH |  | SOLE |  | 10488 | 0 | 0 |
| AMGEN INC COM | Common | 031162100 |  | 1902453 | 5407 | SH |  | SOLE |  | 5407 | 0 | 0 |
| AMPHENOL CORP CL A | Common | 032095101 |  | 5132969 | 40625 | SH |  | SOLE |  | 40625 | 0 | 0 |
| ANALOG DEVICES INC COM | Common | 032654105 |  | 2574389 | 8092 | SH |  | SOLE |  | 8092 | 0 | 0 |
| ANGLOGOLD ASHANTI PLC COM SHS | Common | G0378L100 |  | 2865 | 29400 | SH |  | SOLE |  | 0 | 0 | 29400 |
| AON PLC SHS CL A | Common | G0403H108 |  | 298894 | 926 | SH |  | SOLE |  | 926 | 0 | 0 |
| API GROUP CORP COM STK | Common | 00187Y100 |  | 2014330 | 49712 | SH |  | SOLE |  | 49712 | 0 | 0 |
| APPLE INC COM | Common | 037833100 |  | 89910437 | 354271 | SH |  | SOLE |  | 354271 | 0 | 0 |
| APPLIED MATLS INC COM | Common | 038222105 |  | 3065856 | 8970 | SH |  | SOLE |  | 8970 | 0 | 0 |
| APPLOVIN CORP COM CL A | Common | 03831W108 |  | 3071366 | 7717 | SH |  | SOLE |  | 7717 | 0 | 0 |
| ARES MANAGEMENT CORPORATION CL A COM STK | Common | 03990B101 |  | 1433465 | 13139 | SH |  | SOLE |  | 13139 | 0 | 0 |
| ARISTA NETWORKS INC COM SHS | Common | 040413205 |  | 3940992 | 32098 | SH |  | SOLE |  | 32098 | 0 | 0 |
| AT INC COM | Common | 00206R102 |  | 1429990 | 49327 | SH |  | SOLE |  | 49327 | 0 | 0 |
| AVERY DENNISON CORP COM | Common | 053611109 |  | 356930 | 2067 | SH |  | SOLE |  | 2067 | 0 | 0 |
| BAKER HUGHES COMPANY CL A | Common | 05722G100 |  | 2189192 | 35859 | SH |  | SOLE |  | 35859 | 0 | 0 |
| BANK AMERICA CORP COM | Common | 060505104 |  | 7789421 | 159783 | SH |  | SOLE |  | 159783 | 0 | 0 |
| BANK NEW YORK MELLON CORP COM | Common | 064058100 |  | 3330893 | 28078 | SH |  | SOLE |  | 28078 | 0 | 0 |
| BANK NOVA SCOTIA B C COM | Common | 064149107 |  | 594957 | 8584 | SH |  | SOLE |  | 8584 | 0 | 0 |
| BARRICK MNG CORP COM SHS | Common | 06849F108 |  | 2545 | 62400 | SH |  | SOLE |  | 0 | 0 | 62400 |
| BECTON DICKINSON  CO COM | Common | 075887109 |  | 366975 | 2334 | SH |  | SOLE |  | 2334 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Common | 084670702 |  | 5499778 | 11477 | SH |  | SOLE |  | 11477 | 0 | 0 |
| BIOGEN INC COM | Common | 09062X103 |  | 306528 | 1672 | SH |  | SOLE |  | 1672 | 0 | 0 |
| BLACKROCK INC COM | Common | 09290D101 |  | 1649333 | 1715 | SH |  | SOLE |  | 1715 | 0 | 0 |
| BOOKING HOLDINGS INC COM | Common | 09857L108 |  | 3347204 | 795 | SH |  | SOLE |  | 795 | 0 | 0 |
| BOSTON SCIENTIFIC CORP COM | Common | 101137107 |  | 9564920 | 152429 | SH |  | SOLE |  | 152429 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO COM | Common | 110122108 |  | 490840 | 8093 | SH |  | SOLE |  | 8093 | 0 | 0 |
| BROADCOM INC COM | Common | 11135F101 |  | 39514523 | 127668 | SH |  | SOLE |  | 127668 | 0 | 0 |
| BUNGE GLOBAL SA COM SHS | Common | H11356104 |  | 2225 | 17500 | SH |  | SOLE |  | 0 | 0 | 17500 |
| CADENCE DESIGN SYSTEM INC COM | Common | 127387108 |  | 8318316 | 29936 | SH |  | SOLE |  | 29936 | 0 | 0 |
| CANADIAN NATL RY CO COM | Common | 136375102 |  | 1070761 | 10419 | SH |  | SOLE |  | 10419 | 0 | 0 |
| CAPITAL ONE FINL CORP COM | Common | 14040H105 |  | 2176937 | 11933 | SH |  | SOLE |  | 11933 | 0 | 0 |
| CATERPILLAR INC COM | Common | 149123101 |  | 5347456 | 7548 | SH |  | SOLE |  | 7548 | 0 | 0 |
| CENCORA INC COM | Common | 03073E105 |  | 1441274 | 4588 | SH |  | SOLE |  | 4588 | 0 | 0 |
| CF INDUSTRIES HOLD COM | Common | 125269100 |  | 401095 | 20222 | SH |  | SOLE |  | 3072 | 0 | 17150 |
| CHEVRON CORPORATION COM | Common | 166764100 |  | 4283037 | 20701 | SH |  | SOLE |  | 20701 | 0 | 0 |
| CHUBB LTD SWITZ COM | Common | H1467J104 |  | 1830097 | 5615 | SH |  | SOLE |  | 5615 | 0 | 0 |
| CHURCH  DWIGHT CO INC COM | Common | 171340102 |  | 436271 | 4675 | SH |  | SOLE |  | 4675 | 0 | 0 |
| CINTAS CORP COM | Common | 172908105 |  | 1723367 | 10189 | SH |  | SOLE |  | 10189 | 0 | 0 |
| CISCO SYS INC COM | Common | 17275R102 |  | 3687775 | 47529 | SH |  | SOLE |  | 47529 | 0 | 0 |
| CITIGROUP INC COM NEW | Common | 172967424 |  | 3018521 | 26616 | SH |  | SOLE |  | 26616 | 0 | 0 |
| CME GROUP INC COM | Common | 12572Q105 |  | 16362685 | 55401 | SH |  | SOLE |  | 55401 | 0 | 0 |
| CMS ENERGY CORP COM | Common | 125896100 |  | 831502 | 10718 | SH |  | SOLE |  | 10718 | 0 | 0 |
| COCA COLA CO COM | Common | 191216100 |  | 2754455 | 36219 | SH |  | SOLE |  | 36219 | 0 | 0 |
| COLGATE PALMOLIVE CO COM | Common | 194162103 |  | 1990973 | 23360 | SH |  | SOLE |  | 23360 | 0 | 0 |
| COMCAST CORP NEW CL A | Common | 20030N101 |  | 577760 | 20124 | SH |  | SOLE |  | 20124 | 0 | 0 |
| COMFORT SYS USA INC COM | Common | 199908104 |  | 3520561 | 2553 | SH |  | SOLE |  | 2553 | 0 | 0 |
| CONOCOPHILLIPS COM | Common | 20825C104 |  | 1778700 | 13475 | SH |  | SOLE |  | 13475 | 0 | 0 |
| CONSTELLATION ENERGY CORP COM | Common | 21037T109 |  | 2890517 | 10351 | SH |  | SOLE |  | 10351 | 0 | 0 |
| COOPER COS INC COM | Common | 216648501 |  | 291363 | 4075 | SH |  | SOLE |  | 4075 | 0 | 0 |
| CORNING INC COM | Common | 219350105 |  | 1074435 | 7902 | SH |  | SOLE |  | 7902 | 0 | 0 |
| CORTEVA INC COM | Common | 22052L104 |  | 2243 | 26800 | SH |  | SOLE |  | 0 | 0 | 26800 |
| COSTCO WHOLESALE CORPORATION COM | Common | 22160K105 |  | 4567635 | 4584 | SH |  | SOLE |  | 4584 | 0 | 0 |
| CRH PLC ORD | Common | G25508105 |  | 775891 | 7381 | SH |  | SOLE |  | 7381 | 0 | 0 |
| CROWDSTRIKE HLDGS INC CL A | Common | 22788C105 |  | 3056910 | 7830 | SH |  | SOLE |  | 7830 | 0 | 0 |
| CROWN HLDGS INC COM | Common | 228368106 |  | 1066560 | 10639 | SH |  | SOLE |  | 10639 | 0 | 0 |
| CSX CORP COM | Common | 126408103 |  | 1688099 | 41123 | SH |  | SOLE |  | 41123 | 0 | 0 |
| CURTISS WRIGHT CORP COM | Common | 231561101 |  | 2819837 | 4140 | SH |  | SOLE |  | 4140 | 0 | 0 |
| CVS HEALTH CORP COM | Common | 126650100 |  | 1151777 | 16037 | SH |  | SOLE |  | 16037 | 0 | 0 |
| D R HORTON INC COM | Common | 23331A109 |  | 725208 | 5285 | SH |  | SOLE |  | 5285 | 0 | 0 |
| DANAHER CORP DEL COM | Common | 235851102 |  | 1324735 | 6987 | SH |  | SOLE |  | 6987 | 0 | 0 |
| DARDEN RESTAURANTS INC COM | Common | 237194105 |  | 627916 | 3203 | SH |  | SOLE |  | 3203 | 0 | 0 |
| DATADOG INC CL A COM | Common | 23804L103 |  | 7223480 | 61190 | SH |  | SOLE |  | 61190 | 0 | 0 |
| DEERE  CO COM | Common | 244199105 |  | 1478099 | 2624 | SH |  | SOLE |  | 2624 | 0 | 0 |
| DELL TECHNOLOGIES INC CL C | Common | 24703L202 |  | 851835 | 5190 | SH |  | SOLE |  | 5190 | 0 | 0 |
| DEVON ENERGY CORP NEW COM | Common | 25179M103 |  | 789219 | 15684 | SH |  | SOLE |  | 15684 | 0 | 0 |
| DIGITAL RLTY TR INC COM | Common | 253868103 |  | 1113157 | 6177 | SH |  | SOLE |  | 6177 | 0 | 0 |
| DISNEY WALT CO COM | Common | 254687106 |  | 1908613 | 19803 | SH |  | SOLE |  | 19803 | 0 | 0 |
| DOLLAR GEN CORP COM | Common | 256677105 |  | 378036 | 3184 | SH |  | SOLE |  | 3184 | 0 | 0 |
| DOMINION ENERGY INC COM | Common | 25746U109 |  | 694053 | 11227 | SH |  | SOLE |  | 11227 | 0 | 0 |
| DOORDASH INC CL A | Common | 25809K105 |  | 445645 | 2968 | SH |  | SOLE |  | 2968 | 0 | 0 |
| DOVER CORP COM | Common | 260003108 |  | 194692 | 934 | SH |  | SOLE |  | 934 | 0 | 0 |
| DUKE ENERGY CORP NEW COM NEW | Common | 26441C204 |  | 1131322 | 8640 | SH |  | SOLE |  | 8640 | 0 | 0 |
| DUPONT DE NEMOURS INC COM | Common | 26614N102 |  | 222496 | 4858 | SH |  | SOLE |  | 4858 | 0 | 0 |
| EATON CORP PLC SHS | Common | G29183103 |  | 4122504 | 11526 | SH |  | SOLE |  | 11526 | 0 | 0 |
| ECOLAB INC COM | Common | 278865100 |  | 3615478 | 13591 | SH |  | SOLE |  | 13591 | 0 | 0 |
| ELI LILLY  CO COM | Common | 532457108 |  | 35867351 | 38996 | SH |  | SOLE |  | 38996 | 0 | 0 |
| ENBRIDGE INC COM | Common | 29250N105 |  | 1031746 | 19057 | SH |  | SOLE |  | 19057 | 0 | 0 |
| EOG RES INC COM | Common | 26875P101 |  | 3199190 | 22129 | SH |  | SOLE |  | 22129 | 0 | 0 |
| EQUINIX INC COM | Common | 29444U700 |  | 1453696 | 1483 | SH |  | SOLE |  | 1483 | 0 | 0 |
| EQUITY RESIDENTIAL SH BEN INT | Common | 29476L107 |  | 378205 | 6394 | SH |  | SOLE |  | 6394 | 0 | 0 |
| EXELON CORP COM | Common | 30161N101 |  | 646770 | 13194 | SH |  | SOLE |  | 13194 | 0 | 0 |
| EXXON MOBIL CORP COM | Common | 30231G102 |  | 7769240 | 45793 | SH |  | SOLE |  | 45793 | 0 | 0 |
| FEDEX CORP COM | Common | 31428X106 |  | 925712 | 2599 | SH |  | SOLE |  | 2599 | 0 | 0 |
| FORTINET INC COM | Common | 34959E109 |  | 1630151 | 19948 | SH |  | SOLE |  | 19948 | 0 | 0 |
| FRANCO NEV CORP COM | Common | 351858105 |  | 669925 | 12402 | SH |  | SOLE |  | 2702 | 0 | 9700 |
| FREEPORT MCMORAN INC CL B | Common | 35671D857 |  | 846608 | 14403 | SH |  | SOLE |  | 14403 | 0 | 0 |
| GALLAGHER ARTHUR J  CO COM | Common | 363576109 |  | 543616 | 2510 | SH |  | SOLE |  | 2510 | 0 | 0 |
| GARMIN LTD SHS | Common | H2906T109 |  | 497661 | 2145 | SH |  | SOLE |  | 2145 | 0 | 0 |
| GE AEROSPACE COM NEW | Common | 369604301 |  | 4280387 | 15084 | SH |  | SOLE |  | 15084 | 0 | 0 |
| GE VERNOVA INC COM | Common | 36828A101 |  | 11552832 | 13235 | SH |  | SOLE |  | 13235 | 0 | 0 |
| GENERAL MTRS CO COM | Common | 37045V100 |  | 1491937 | 20026 | SH |  | SOLE |  | 20026 | 0 | 0 |
| GILEAD SCIENCES INC COM | Common | 375558103 |  | 2262811 | 16236 | SH |  | SOLE |  | 16236 | 0 | 0 |
| GLOBAL X FDS S 500 COVERED | Common | 37954Y475 |  | 66912300 | 1710000 | SH |  | SOLE |  | 0 | 0 | 0 |
| GOLD FIELDS LTD SPONSORED ADR | Common | 38059T106 |  | 2280 | 50210 | SH |  | SOLE |  | 0 | 0 | 50210 |
| GOLDMAN SACHS GROUP INC COM | Common | 38141G104 |  | 20808816 | 24597 | SH |  | SOLE |  | 24597 | 0 | 0 |
| HALLIBURTON CO COM | Common | 406216101 |  | 340149 | 8724 | SH |  | SOLE |  | 8724 | 0 | 0 |
| HCA HEALTHCARE INC COM | Common | 40412C101 |  | 980080 | 2071 | SH |  | SOLE |  | 2071 | 0 | 0 |
| HEALTHEQUITY INC COM | Common | 42226A107 |  | 908239 | 10868 | SH |  | SOLE |  | 10868 | 0 | 0 |
| HEICO CORP NEW COM | Common | 422806109 |  | 2694015 | 9825 | SH |  | SOLE |  | 9825 | 0 | 0 |
| HERSHEY CO COM | Common | 427866108 |  | 615147 | 2959 | SH |  | SOLE |  | 2959 | 0 | 0 |
| HILTON WORLDWIDE HLDGS INC COM | Common | 43300A203 |  | 1303895 | 4288 | SH |  | SOLE |  | 4288 | 0 | 0 |
| HOME DEPOT INC COM | Common | 437076102 |  | 3557274 | 10816 | SH |  | SOLE |  | 10816 | 0 | 0 |
| HOWMET AEROSPACE INC COM | Common | 443201108 |  | 3417030 | 14827 | SH |  | SOLE |  | 14827 | 0 | 0 |
| IDEXX LABS INC COM | Common | 45168D104 |  | 719219 | 1280 | SH |  | SOLE |  | 1280 | 0 | 0 |
| ILLINOIS TOOL WKS INC COM | Common | 452308109 |  | 810803 | 3115 | SH |  | SOLE |  | 3115 | 0 | 0 |
| INGERSOLL RAND INC COM | Common | 45687V106 |  | 1148120 | 14330 | SH |  | SOLE |  | 14330 | 0 | 0 |
| INTEL CORP COM | Common | 458140100 |  | 1326062 | 30049 | SH |  | SOLE |  | 30049 | 0 | 0 |
| INTERACTIVE BROKERS GROUP IN COM CL A | Common | 45841N107 |  | 3392535 | 50582 | SH |  | SOLE |  | 50582 | 0 | 0 |
| INTERCONTINENTAL HOTELS GROU SPONSORED ADS | Common | 45857P806 |  | 803429 | 6020 | SH |  | SOLE |  | 6020 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS COM | Common | 459200101 |  | 1246612 | 5143 | SH |  | SOLE |  | 5143 | 0 | 0 |
| INTUIT COM | Common | 461202103 |  | 3013689 | 6970 | SH |  | SOLE |  | 6970 | 0 | 0 |
| INTUITIVE SURGICAL INC COM NEW | Common | 46120E602 |  | 11976520 | 25980 | SH |  | SOLE |  | 25980 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II SR LN ETF | Common | 46138G508 |  | 38229583 | 1873081 | SH |  | SOLE |  | 0 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T S BUY WRT | Common | 46137V399 |  | 136777800 | 6220000 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES INC CORE MSCI EMKT | Common | 46434G103 |  | 12066750 | 173000 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES S GSCI COMMODITY- UNIT BEN INT | Common | 46428R107 |  | 20844078 | 646328 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR BROAD USD HIGH | Common | 46435U853 |  | 22498188 | 610700 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR CORE S ETF | Common | 464287200 |  | 672153090 | 1029000 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR CRE U S REIT ETF | Common | 464288521 |  | 14779743 | 249700 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR JPMORGAN USD EMG | Common | 464288281 |  | 125651006 | 1337709 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR S 500 BUYWRITE | Common | 46438G711 |  | 132289800 | 3030000 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR TIPS BD ETF | Common | 464287176 |  | 167024894 | 1513455 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR US INFRASTRUC | Common | 46435U713 |  | 9500920 | 166100 | SH |  | SOLE |  | 0 | 0 | 0 |
| JOHNSON  JOHNSON COM | Common | 478160104 |  | 6549036 | 26792 | SH |  | SOLE |  | 26792 | 0 | 0 |
| JOHNSON CONTROLS INTERNATION SHS | Common | G51502105 |  | 546847 | 4176 | SH |  | SOLE |  | 4176 | 0 | 0 |
| JPMORGAN CHASE  CO COM | Common | 46625H100 |  | 30493214 | 103662 | SH |  | SOLE |  | 103662 | 0 | 0 |
| KEYSIGHT TECHNOLOGIES INC COM | Common | 49338L103 |  | 2746895 | 9728 | SH |  | SOLE |  | 9728 | 0 | 0 |
| KINDER MORGAN INC DEL COM | Common | 49456B101 |  | 703862 | 20992 | SH |  | SOLE |  | 20992 | 0 | 0 |
| KINROSS GOLD CORP COM | Common | 496902404 |  | 2584 | 84700 | SH |  | SOLE |  | 0 | 0 | 84700 |
| KKR  CO INC COM | Common | 48251W104 |  | 2368000 | 25600 | SH |  | SOLE |  | 25600 | 0 | 0 |
| KLA CORP COM NEW | Common | 482480100 |  | 3569122 | 2424 | SH |  | SOLE |  | 2424 | 0 | 0 |
| LAM RESEARCH CORP COM NEW | Common | 512807306 |  | 2591268 | 12128 | SH |  | SOLE |  | 12128 | 0 | 0 |
| LINCOLN ELEC HLDGS INC COM | Common | 533900106 |  | 1098692 | 4411 | SH |  | SOLE |  | 4411 | 0 | 0 |
| LINDE PLC SHS | Common | G54950103 |  | 1962714 | 3959 | SH |  | SOLE |  | 3959 | 0 | 0 |
| LIVE NATION ENTERTAINMENT IN COM | Common | 538034109 |  | 1063605 | 6974 | SH |  | SOLE |  | 6974 | 0 | 0 |
| LOWES COS INC COM | Common | 548661107 |  | 1491872 | 6314 | SH |  | SOLE |  | 6314 | 0 | 0 |
| LPL FINL HLDGS INC COM | Common | 50212V100 |  | 366110 | 1217 | SH |  | SOLE |  | 1217 | 0 | 0 |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | Common | N53745100 |  | 549983 | 6827 | SH |  | SOLE |  | 6827 | 0 | 0 |
| MANULIFE FINL CORP COM | Common | 56501R106 |  | 957880 | 27813 | SH |  | SOLE |  | 27813 | 0 | 0 |
| MARRIOTT INTL INC NEW CL A | Common | 571903202 |  | 838280 | 2563 | SH |  | SOLE |  | 2563 | 0 | 0 |
| MARSH  MCLENNAN COS INC COM | Common | 571748102 |  | 675414 | 3894 | SH |  | SOLE |  | 3894 | 0 | 0 |
| MASTERCARD INCORPORATED CL A | Common | 57636Q104 |  | 24495332 | 49024 | SH |  | SOLE |  | 49024 | 0 | 0 |
| MCCORMICK  CO INC COM NON VTG | Common | 579780206 |  | 436508 | 8654 | SH |  | SOLE |  | 8654 | 0 | 0 |
| MCDONALDS CORP COM | Common | 580135101 |  | 2821041 | 9077 | SH |  | SOLE |  | 9077 | 0 | 0 |
| MEDTRONIC PLC SHS | Common | G5960L103 |  | 777424 | 8972 | SH |  | SOLE |  | 8972 | 0 | 0 |
| MERCADOLIBRE INC COM | Common | 58733R102 |  | 12621846 | 7300 | SH |  | SOLE |  | 7300 | 0 | 0 |
| MERCK  CO INC COM | Common | 58933Y105 |  | 2922446 | 24295 | SH |  | SOLE |  | 24295 | 0 | 0 |
| META PLATFORMS INC CL A | Common | 30303M102 |  | 26452431 | 46235 | SH |  | SOLE |  | 46235 | 0 | 0 |
| METLIFE INC COM | Common | 59156R108 |  | 185994 | 2630 | SH |  | SOLE |  | 2630 | 0 | 0 |
| MICRON TECHNOLOGY INC COM | Common | 595112103 |  | 4700706 | 13914 | SH |  | SOLE |  | 13914 | 0 | 0 |
| MICROSOFT CORP COM | Common | 594918104 |  | 65826221 | 177827 | SH |  | SOLE |  | 177827 | 0 | 0 |
| MIRION TECHNOLOGIES INC COM CL A | Common | 60471A101 |  | 1424161 | 76609 | SH |  | SOLE |  | 76609 | 0 | 0 |
| MONDELEZ INTL INC CL A | Common | 609207105 |  | 1311944 | 22761 | SH |  | SOLE |  | 22761 | 0 | 0 |
| MONGODB INC CL A | Common | 60937P106 |  | 3182010 | 13000 | SH |  | SOLE |  | 13000 | 0 | 0 |
| MORGAN STANLEY COM NEW | Common | 617446448 |  | 3431614 | 20852 | SH |  | SOLE |  | 20852 | 0 | 0 |
| MOTOROLA SOLUTIONS INC COM NEW | Common | 620076307 |  | 1665577 | 3838 | SH |  | SOLE |  | 3838 | 0 | 0 |
| MSCI INC COM | Common | 55354G100 |  | 1474731 | 2736 | SH |  | SOLE |  | 2736 | 0 | 0 |
| NETFLIX INC. COM | Common | 64110L106 |  | 4183198 | 43507 | SH |  | SOLE |  | 43507 | 0 | 0 |
| NEWMONT CORP COM | Common | 651639106 |  | 3141699 | 53628 | SH |  | SOLE |  | 28998 | 0 | 24630 |
| NEXTERA ENERGY INC COM | Common | 65339F101 |  | 17996243 | 193758 | SH |  | SOLE |  | 193758 | 0 | 0 |
| NEXTPOWER INC CLASS A COM | Common | 65290E101 |  | 2097449 | 17399 | SH |  | SOLE |  | 17399 | 0 | 0 |
| NIKE INC CL B | Common | 654106103 |  | 649369 | 12294 | SH |  | SOLE |  | 12294 | 0 | 0 |
| NORFOLK SOUTHN CORP COM | Common | 655844108 |  | 899171 | 3133 | SH |  | SOLE |  | 3133 | 0 | 0 |
| NUCOR CORP COM | Common | 670346105 |  | 993293 | 5874 | SH |  | SOLE |  | 5874 | 0 | 0 |
| NUTRIEN LTD COM | Common | 67077M108 |  | 2165 | 28700 | SH |  | SOLE |  | 0 | 0 | 28700 |
| NVIDIA CORPORATION COM | Common | 67066G104 |  | 110693598 | 634711 | SH |  | SOLE |  | 634711 | 0 | 0 |
| OCCIDENTAL PETE CORP COM | Common | 674599105 |  | 707590 | 10886 | SH |  | SOLE |  | 10886 | 0 | 0 |
| ORACLE CORP COM | Common | 68389X105 |  | 2644891 | 17979 | SH |  | SOLE |  | 17979 | 0 | 0 |
| OREILLY AUTOMOTIVE INC COM | Common | 67103H107 |  | 1007287 | 10912 | SH |  | SOLE |  | 10912 | 0 | 0 |
| PACCAR INC COM | Common | 693718108 |  | 758951 | 6571 | SH |  | SOLE |  | 6571 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC CL A | Common | 69608A108 |  | 3514377 | 24025 | SH |  | SOLE |  | 24025 | 0 | 0 |
| PALO ALTO NETWORKS INC COM | Common | 697435105 |  | 12516984 | 78075 | SH |  | SOLE |  | 78075 | 0 | 0 |
| PARKER-HANNIFIN CORP COM | Common | 701094104 |  | 4169133 | 4657 | SH |  | SOLE |  | 4657 | 0 | 0 |
| PAYCHEX INC COM | Common | 704326107 |  | 5204780 | 56500 | SH |  | SOLE |  | 56500 | 0 | 0 |
| PEPSICO INC COM | Common | 713448108 |  | 2129492 | 13713 | SH |  | SOLE |  | 13713 | 0 | 0 |
| PFIZER INC COM | Common | 717081103 |  | 1364688 | 48600 | SH |  | SOLE |  | 48600 | 0 | 0 |
| PHILIP MORRIS INTL INC COM | Common | 718172109 |  | 4609679 | 27880 | SH |  | SOLE |  | 27880 | 0 | 0 |
| PNC FINL SVCS GROUP INC COM | Common | 693475105 |  | 833192 | 4004 | SH |  | SOLE |  | 4004 | 0 | 0 |
| PROCTER  GAMBLE CO COM | Common | 742718109 |  | 14913719 | 103252 | SH |  | SOLE |  | 103252 | 0 | 0 |
| PROGRESSIVE CORP COM | Common | 743315103 |  | 873049 | 4404 | SH |  | SOLE |  | 4404 | 0 | 0 |
| PRUDENTIAL FINL INC COM | Common | 744320102 |  | 658528 | 6741 | SH |  | SOLE |  | 6741 | 0 | 0 |
| PUBLIC STORAGE OPER CO COM | Common | 74460D109 |  | 375440 | 1386 | SH |  | SOLE |  | 1386 | 0 | 0 |
| PUBLIC SVC ENTERPRISE GROUP COM | Common | 744573106 |  | 510552 | 6307 | SH |  | SOLE |  | 6307 | 0 | 0 |
| QNITY ELECTRONICS INC COMMON STOCK | Common | 74743L100 |  | 280143 | 2428 | SH |  | SOLE |  | 2428 | 0 | 0 |
| QUALCOMM INC COM | Common | 747525103 |  | 887294 | 6890 | SH |  | SOLE |  | 6890 | 0 | 0 |
| QUANTA SVCS INC COM | Common | 74762E102 |  | 4970278 | 9053 | SH |  | SOLE |  | 9053 | 0 | 0 |
| REGENERON PHARMACEUTICALS COM | Common | 75886F107 |  | 638201 | 826 | SH |  | SOLE |  | 826 | 0 | 0 |
| RESTAURANT BRANDS INTL INC COM | Common | 76131D103 |  | 644630 | 8723 | SH |  | SOLE |  | 8723 | 0 | 0 |
| ROBINHOOD MKTS INC COM CL A | Common | 770700102 |  | 659667 | 9519 | SH |  | SOLE |  | 9519 | 0 | 0 |
| ROCKWELL AUTOMATION INC COM | Common | 773903109 |  | 682231 | 1901 | SH |  | SOLE |  | 1901 | 0 | 0 |
| ROLLINS INC COM | Common | 775711104 |  | 1001705 | 18755 | SH |  | SOLE |  | 18755 | 0 | 0 |
| ROYAL BK CDA COM | Common | 780087102 |  | 2511311 | 15523 | SH |  | SOLE |  | 15523 | 0 | 0 |
| ROYAL CARIBBEAN GROUP COM | Common | V7780T103 |  | 711065 | 2584 | SH |  | SOLE |  | 2584 | 0 | 0 |
| ROYALTY PHARMA PLC SHS CLASS A | Common | G7709Q104 |  | 1161546 | 24214 | SH |  | SOLE |  | 24214 | 0 | 0 |
| S GLOBAL INC COM | Common | 78409V104 |  | 14757171 | 34695 | SH |  | SOLE |  | 34695 | 0 | 0 |
| SALESFORCE INC COM | Common | 79466L302 |  | 951644 | 5098 | SH |  | SOLE |  | 5098 | 0 | 0 |
| SCHWAB CHARLES CORP COM | Common | 808513105 |  | 1249464 | 13295 | SH |  | SOLE |  | 13295 | 0 | 0 |
| SCHWAB STRATEGIC TR US DIVIDEND EQ | Common | 808524797 |  | 1394406000 | 45450000 | SH |  | SOLE |  | 0 | 0 | 0 |
| SCHWAB STRATEGIC TR US TIPS ETF | Common | 808524870 |  | 24877689 | 934900 | SH |  | SOLE |  | 0 | 0 | 0 |
| SEAGATE TECHNOLOGY HLDNGS PL ORD SHS | Common | G7997R103 |  | 1780157 | 4544 | SH |  | SOLE |  | 4544 | 0 | 0 |
| SEMPRA COM | Common | 816851109 |  | 1004349 | 10336 | SH |  | SOLE |  | 10336 | 0 | 0 |
| SERVICENOW INC COM | Common | 81762P102 |  | 3187625 | 30489 | SH |  | SOLE |  | 30489 | 0 | 0 |
| SHERWIN WILLIAMS CO COM | Common | 824348106 |  | 1093076 | 3410 | SH |  | SOLE |  | 3410 | 0 | 0 |
| SHOPIFY INC CL A SUB VTG SHS | Common | 82509L107 |  | 1411222 | 11897 | SH |  | SOLE |  | 11897 | 0 | 0 |
| SIMON PPTY GROUP INC NEW COM | Common | 828806109 |  | 788462 | 4227 | SH |  | SOLE |  | 4227 | 0 | 0 |
| SLB LIMITED COM STK | Common | 806857108 |  | 839610 | 16338 | SH |  | SOLE |  | 16338 | 0 | 0 |
| SNOWFLAKE INC COM SHS | Common | 833445109 |  | 517162 | 3429 | SH |  | SOLE |  | 3429 | 0 | 0 |
| SOFI TECHNOLOGIES INC COM | Common | 83406F102 |  | 831842 | 52383 | SH |  | SOLE |  | 52383 | 0 | 0 |
| SOUTHERN CO COM | Common | 842587107 |  | 1631671 | 16905 | SH |  | SOLE |  | 16905 | 0 | 0 |
| SPDR INDEX SHS FDS STATE STREET SPD | Common | 78463X202 |  | 19940096 | 321200 | SH |  | SOLE |  | 0 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A SHS | Common | L8681T102 |  | 1841688 | 3798 | SH |  | SOLE |  | 3798 | 0 | 0 |
| STARBUCKS CORP COM | Common | 855244109 |  | 756050 | 8439 | SH |  | SOLE |  | 8439 | 0 | 0 |
| STRYKER CORPORATION COM | Common | 863667101 |  | 3274071 | 9964 | SH |  | SOLE |  | 9964 | 0 | 0 |
| SUNCOR ENERGY INC NEW COM | Common | 867224107 |  | 2264995 | 34261 | SH |  | SOLE |  | 34261 | 0 | 0 |
| SYNOPSYS INC COM | Common | 871607107 |  | 2018876 | 5092 | SH |  | SOLE |  | 5092 | 0 | 0 |
| SYSCO CORP COM | Common | 871829107 |  | 9927638 | 139179 | SH |  | SOLE |  | 139179 | 0 | 0 |
| TARGET CORP COM | Common | 87612E106 |  | 924877 | 7631 | SH |  | SOLE |  | 7631 | 0 | 0 |
| TE CONNECTIVITY PLC ORD SHS | Common | G87052109 |  | 749964 | 3588 | SH |  | SOLE |  | 3588 | 0 | 0 |
| TELEDYNE TECHNOLOGIES INC COM | Common | 879360105 |  | 1887026 | 3119 | SH |  | SOLE |  | 3119 | 0 | 0 |
| TERADYNE INC COM | Common | 880770102 |  | 958455 | 3233 | SH |  | SOLE |  | 3233 | 0 | 0 |
| TESLA INC COM | Common | 88160R101 |  | 9449885 | 25420 | SH |  | SOLE |  | 25420 | 0 | 0 |
| TEXAS INSTRS INC COM | Common | 882508104 |  | 1468281 | 7563 | SH |  | SOLE |  | 7563 | 0 | 0 |
| THE CIGNA GROUP COM | Common | 125523100 |  | 918154 | 3442 | SH |  | SOLE |  | 3442 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC COM | Common | 883556102 |  | 16948446 | 34481 | SH |  | SOLE |  | 34481 | 0 | 0 |
| TJX COS INC NEW COM | Common | 872540109 |  | 3585425 | 22451 | SH |  | SOLE |  | 22451 | 0 | 0 |
| TKO GROUP HOLDINGS INC CL A | Common | 87256C101 |  | 3176996 | 15755 | SH |  | SOLE |  | 15755 | 0 | 0 |
| T-MOBILE US INC COM | Common | 872590104 |  | 10777059 | 51312 | SH |  | SOLE |  | 51312 | 0 | 0 |
| TORONTO DOMINION BK ONT COM NEW | Common | 891160509 |  | 2809937 | 30114 | SH |  | SOLE |  | 30114 | 0 | 0 |
| TRADEWEB MKTS INC CL A | Common | 892672106 |  | 2055638 | 17471 | SH |  | SOLE |  | 17471 | 0 | 0 |
| TRANE TECHNOLOGIES PLC SHS | Common | G8994E103 |  | 4171151 | 10009 | SH |  | SOLE |  | 10009 | 0 | 0 |
| TRANSDIGM GROUP INC COM | Common | 893641100 |  | 321032 | 277 | SH |  | SOLE |  | 277 | 0 | 0 |
| TRAVELERS COMPANIES INC COM | Common | 89417E109 |  | 1570113 | 5383 | SH |  | SOLE |  | 5383 | 0 | 0 |
| TRIMBLE INC COM | Common | 896239100 |  | 1519794 | 23299 | SH |  | SOLE |  | 23299 | 0 | 0 |
| TRUIST FINL CORP COM | Common | 89832Q109 |  | 677138 | 14730 | SH |  | SOLE |  | 14730 | 0 | 0 |
| TYSON FOODS INC CL A | Common | 902494103 |  | 495389 | 7732 | SH |  | SOLE |  | 7732 | 0 | 0 |
| UBER TECHNOLOGIES INC COM | Common | 90353T100 |  | 15337562 | 213229 | SH |  | SOLE |  | 213229 | 0 | 0 |
| UNION PAC CORP COM | Common | 907818108 |  | 1837847 | 7575 | SH |  | SOLE |  | 7575 | 0 | 0 |
| UNITEDHEALTH GROUP INC COM | Common | 91324P102 |  | 1231996 | 4553 | SH |  | SOLE |  | 4553 | 0 | 0 |
| US BANCORP COM NEW | Common | 902973304 |  | 904194 | 17385 | SH |  | SOLE |  | 17385 | 0 | 0 |
| VALERO ENERGY CORP COM | Common | 91913Y100 |  | 1117543 | 4523 | SH |  | SOLE |  | 4523 | 0 | 0 |
| VANGUARD INDEX FDS REAL ESTATE ETF | Common | 922908553 |  | 23601562 | 266083 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD INDEX FDS S 500 ETF SHS | Common | 922908363 |  | 24858080 | 41600 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | Common | 922042858 |  | 37194183 | 688144 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD WHITEHALL FDS EM MK GOV BD ETF | Common | 921946885 |  | 29304309 | 446100 | SH |  | SOLE |  | 0 | 0 | 0 |
| VERALTO CORP COM SHS | Common | 92338C103 |  | 1446816 | 16363 | SH |  | SOLE |  | 16363 | 0 | 0 |
| VERIZON COMMUNICATIONS INC COM | Common | 92343V104 |  | 816603 | 16267 | SH |  | SOLE |  | 16267 | 0 | 0 |
| VERTEX PHARMACEUTICALS INC COM | Common | 92532F100 |  | 3462918 | 7755 | SH |  | SOLE |  | 7755 | 0 | 0 |
| VERTIV HOLDINGS CO COM CL A | Common | 92537N108 |  | 14119932 | 56349 | SH |  | SOLE |  | 56349 | 0 | 0 |
| VISA INC COM CL A | Common | 92826C839 |  | 5780642 | 19126 | SH |  | SOLE |  | 19126 | 0 | 0 |
| VULCAN MATLS CO COM | Common | 929160109 |  | 10626508 | 39025 | SH |  | SOLE |  | 39025 | 0 | 0 |
| WALMART INC COM | Common | 931142103 |  | 22091267 | 177754 | SH |  | SOLE |  | 177754 | 0 | 0 |
| WASTE MGMT INC DEL COM | Common | 94106L109 |  | 17279059 | 75195 | SH |  | SOLE |  | 75195 | 0 | 0 |
| WATERS CORP COM | Common | 941848103 |  | 93807 | 315 | SH |  | SOLE |  | 315 | 0 | 0 |
| WATSCO INC COM | Common | 942622200 |  | 180804 | 497 | SH |  | SOLE |  | 497 | 0 | 0 |
| WEC ENERGY GROUP INC COM | Common | 92939U106 |  | 1300792 | 11236 | SH |  | SOLE |  | 11236 | 0 | 0 |
| WELLS FARGO  CO COM | Common | 949746101 |  | 3137908 | 39416 | SH |  | SOLE |  | 39416 | 0 | 0 |
| WELLTOWER INC COM | Common | 95040Q104 |  | 2999854 | 15173 | SH |  | SOLE |  | 15173 | 0 | 0 |
| WESTERN DIGITAL CORP COM | Common | 958102105 |  | 2708687 | 10014 | SH |  | SOLE |  | 10014 | 0 | 0 |
| WHEATON PRECIOUS METALS CORP COM | Common | 962879102 |  | 2528 | 19300 | SH |  | SOLE |  | 0 | 0 | 19300 |
| WILLIAMS COS INC COM | Common | 969457100 |  | 5126332 | 70436 | SH |  | SOLE |  | 70436 | 0 | 0 |
| XCEL ENERGY INC COM | Common | 98389B100 |  | 476719 | 6001 | SH |  | SOLE |  | 6001 | 0 | 0 |
| ZOETIS INC CL A | Common | 98978V103 |  | 7671829 | 64900 | SH |  | SOLE |  | 64900 | 0 | 0 |

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