Reported positions
Quarter-end holdings as filed
Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.
SUMITOMO MITSUI FINANCIAL GROUP, INC.
A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ · methodology §13F ↗
Period
$4.9B
reported valuesum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away
203
positionsALL retained default holdings for this (filer, period), including NULL-value ones
46
new stakespositions with no comparable holding in the prior quarter (kind new), 2026-03-31
34
exitspositions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
Position changes — into 2026-03-31
by shares · Δ value · filing link · how changes are classified §Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusip | Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead classified_by_value · "exit" = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · "no change" = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an add or a trim (Add / New / Trim / Exit / No change) · "no prior" = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake | Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero | Δ shares | Prev value | Curr value | Prev shares | Curr shares | Flags |
|---|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TR TR UNITposition key pos:12423 · issuer key iss:1897 | add | −$25.4M | +2,456 | $517M | $492M | 753,512 | 755,968 | |
SPDR GOLD TR GOLD SHSposition key pos:12087 · issuer key iss:1899 | add | +$37.2M | +43,283 | $217M | $254M | 546,779 | 590,062 | |
POLESTAR AUTOMOTIVE HLDG UK SPONSORED ADSposition key sid:sec:prov:1099d07fd8ab1c20fb360e2071231441 · issuer key cusip6:731105 | new | +$190M | +10,341,261 | $0 | $190M | — | 10,341,261 | |
ISHARES TR CORE US AGGBD ETposition key pos:15622 · issuer key iss:1231 | add | −$589K | +2,376 | $135M | $134M | 1,351,604 | 1,353,980 | |
INVESCO QQQ TR UNIT SER 1position key pos:12022 · issuer key iss:1207 | add | −$5.5M | +3,140 | $110M | $105M | 178,626 | 181,766 | |
ISHARES TR IBOXX INV CP ETFposition key pos:15726 · issuer key iss:1231 | add | +$821K | +16,543 | $90.2M | $91.0M | 818,495 | 835,038 | |
NVIDIA CORPORATION COMposition key pos:16535 · issuer key iss:1593 | add | −$3.7M | +10,684 | $85.4M | $81.7M | 457,826 | 468,510 | |
ISHARES TR 7-10 YR TRSY BDposition key pos:17228 · issuer key iss:1231 | add | +$1.5M | +22,348 | $80.1M | $81.6M | 832,849 | 855,197 | |
BROADCOM INC COMposition key pos:13695 · issuer key iss:441 | add | −$4.0M | +13,552 | $77.3M | $73.3M | 223,344 | 236,896 | |
ALPHABET INC CAP STK CL Cposition key pos:18738 · issuer key iss:152 | add | −$2.6M | +13,721 | $75.6M | $73.1M | 241,019 | 254,740 | |
ISHARES TR ISHARES SEMICDTRposition key pos:18431 · issuer key iss:1231 | add | +$64.3M | +194,458 | $3.8M | $68.0M | 12,483 | 206,941 | |
ISHARES TR IBOXX HI YD ETFposition key pos:13632 · issuer key iss:1232 | add | +$4.5M | +66,302 | $57.3M | $61.8M | 710,528 | 776,830 | |
ARISTA NETWORKS INC COM SHSposition key pos:12430 · issuer key iss:244 | add | −$423K | +27,690 | $60.6M | $60.2M | 462,612 | 490,302 | |
SPDR DOW JONES INDL AVERAGE UT SER 1position key pos:18365 · issuer key iss:1902 | new | +$59.3M | +128,000 | $0 | $59.3M | — | 128,000 | |
ISHARES TR ISHS 1-5YR INVSposition key pos:15112 · issuer key iss:1232 | trim | −$1.1M | −14,588 | $55.7M | $54.6M | 1,054,258 | 1,039,670 | |
BLOCK INC CL Aposition key pos:13226 · issuer key iss:2030 | trim | −$4.5M | −286 | $59.1M | $54.6M | 908,216 | 907,930 | |
SPDR SERIES TRUST STATE STREET SPDposition key sid:sec:prov:ec46aef002af82b45acef2233f68afee · issuer key cusip6:78468R | trim | +$48.0M | −577,238 | $1.1M | $49.2M | 2,545,222 | 1,967,984 | |
MICROSOFT CORP COMposition key pos:12680 · issuer key iss:1473 | add | −$5.5M | +18,492 | $52.5M | $47.0M | 108,493 | 126,985 | |
AMAZON COM INC COMposition key pos:15054 · issuer key iss:159 | add | −$2.0M | +13,154 | $48.5M | $46.5M | 209,985 | 223,139 | |
META PLATFORMS INC CL Aposition key pos:12241 · issuer key iss:891 | add | −$3.8M | +4,918 | $49.7M | $45.9M | 75,356 | 80,274 | |
ISHARES TR MBS ETFposition key pos:15759 · issuer key iss:1232 | add | +$1.6M | +18,210 | $43.2M | $44.8M | 453,542 | 471,752 | |
JPMORGAN CHASE & CO COMposition key pos:18958 · issuer key iss:1247 | add | −$444K | +11,098 | $42.6M | $42.1M | 132,155 | 143,253 | |
ISHARES TR PFD AND INCM SECposition key pos:14536 · issuer key iss:1232 | add | +$3.8M | +149,021 | $35.6M | $39.4M | 1,150,603 | 1,299,624 | |
GE AEROSPACE COM NEWposition key pos:13359 · issuer key iss:997 | add | +$1.2M | +13,498 | $33.9M | $35.1M | 110,050 | 123,548 | |
AMERICAN EXPRESS CO COMposition key pos:12704 · issuer key iss:168 | add | −$3.1M | +9,047 | $32.1M | $29.0M | 86,871 | 95,918 | |
AMGEN INC COMposition key pos:12524 · issuer key iss:193 | add | +$3.3M | +3,923 | $25.6M | $28.9M | 78,123 | 82,046 | |
AMPHENOL CORP CL Aposition key pos:16124 · issuer key iss:197 | new | +$28.6M | +226,551 | $0 | $28.6M | — | 226,551 | |
NEWMONT CORP COMposition key pos:14809 · issuer key iss:1563 | add | +$8.3M | +62,158 | $19.0M | $27.3M | 190,004 | 252,162 | |
WW GRAINGER INC COMposition key pos:11498 · issuer key iss:1038 | add | +$4.2M | +2,182 | $22.7M | $26.9M | 22,515 | 24,697 | |
FIRST SOLAR INC COMposition key pos:14087 · issuer key iss:920 | add | −$3.5M | +18,369 | $29.3M | $25.7M | 112,125 | 130,494 | |
ISHARES TR 20 YR TR BD ETFposition key pos:13914 · issuer key iss:1231 | trim | −$526K | −4,443 | $26.2M | $25.6M | 300,063 | 295,620 | |
D R HORTON INC COMposition key pos:15301 · issuer key iss:702 | add | +$1.2M | +17,270 | $24.4M | $25.6M | 169,255 | 186,525 | |
BLACKROCK INC COMposition key pos:12463 · issuer key iss:401 | add | −$290K | +2,280 | $24.5M | $24.2M | 22,851 | 25,131 | |
INTUIT COMposition key pos:14708 · issuer key iss:1212 | add | −$5.4M | +11,132 | $29.4M | $24.0M | 44,430 | 55,562 | |
COCA COLA CO COMposition key pos:11336 · issuer key iss:606 | add | +$3.5M | +23,080 | $20.1M | $23.7M | 288,214 | 311,294 | |
BOSTON SCIENTIFIC CORP COMposition key pos:14974 · issuer key iss:423 | add | −$4.7M | +64,889 | $25.7M | $21.0M | 269,875 | 334,764 | |
ISHARES TR TRUST ISHARE 0-1position key pos:17590 · issuer key iss:1232 | add | +$8.5M | +76,895 | $12.0M | $20.5M | 108,790 | 185,685 | |
VANGUARD WORLD FD INF TECH ETFposition key sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bca · issuer key cusip6:92204A | add | −$338K | +1,704 | $20.5M | $20.2M | 27,239 | 28,943 | |
INVESCO EXCH TRADED FD TR II TAXABLE MUN BDposition key pos:12829 · issuer key iss:1217 | add | +$558K | +26,330 | $17.2M | $17.8M | 632,708 | 659,038 | |
ISHARES TR US TREAS BD ETFposition key sid:sec:prov:b01efafd9c52181221003a3f82558332 · issuer key cusip6:46429B | trim | −$1.0M | −41,363 | $16.4M | $15.4M | 713,067 | 671,704 | |
ISHARES TR U.S. REAL ES ETFposition key pos:18003 · issuer key iss:1231 | trim | −$18.3K | −1,094 | $11.9M | $11.9M | 127,151 | 126,057 | |
ULTA BEAUTY INC COMposition key pos:18545 · issuer key iss:2192 | add | −$76.9K | +2,682 | $10.9M | $10.8M | 17,969 | 20,651 | |
COSTCO WHOLESALE CORPORATION COMposition key pos:12889 · issuer key iss:669 | add | +$1.6M | +135 | $9.1M | $10.7M | 10,604 | 10,739 | |
VANGUARD INDEX FDS S&P 500 ETF SHSposition key sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5 · issuer key cusip6:922908 | trim | −$634K | −211 | $10.8M | $10.2M | 17,299 | 17,088 | |
ISHARES TR 1 3 YR TREAS BDposition key pos:14296 · issuer key iss:1231 | trim | −$174K | −1,735 | $10.3M | $10.1M | 124,144 | 122,409 | |
ISHARES TR 0-3 MNTH TREASRYposition key sid:sec:prov:e38118ea8b169e3aaee9194c66190079 · issuer key cusip6:46436E | trim | −$2.7M | −27,367 | $12.7M | $10.0M | 126,933 | 99,566 | |
QUALCOMM INC COMposition key pos:18448 · issuer key iss:1786 | add | −$1.6M | +8,624 | $11.0M | $9.4M | 64,377 | 73,001 | |
SELECT SECTOR SPDR TR STATE STREET CONposition key pos:13343 · issuer key cusip6:81369Y | trim | −$153K | −8,305 | $9.5M | $9.4M | 122,859 | 114,554 | |
SELECT SECTOR SPDR TR STATE STREET UTIposition key pos:18210 · issuer key cusip6:81369Y | trim | −$92.6K | −17,459 | $9.5M | $9.4M | 221,439 | 203,980 | |
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BDposition key sid:sec:prov:3a69ff5ca4f41bbce8dbd9c569fbb075 · issuer key cusip6:92206C | add | +$843K | +11,218 | $8.0M | $8.9M | 100,653 | 111,871 | |
ISHARES TR TIPS BD ETFposition key pos:17031 · issuer key iss:1231 | add | +$314K | +2,585 | $7.1M | $7.5M | 64,923 | 67,508 | |
VANGUARD SCOTTSDALE FDS LG-TERM COR BDposition key sid:sec:prov:7202fea486129d5c8347b02887ba22e3 · issuer key cusip6:92206C | add | +$667K | +10,139 | $6.1M | $6.7M | 79,788 | 89,927 | |
ISHARES TR MSCI EMG MKT ETFposition key pos:14032 · issuer key iss:1231 | add | +$2.6M | +43,046 | $4.0M | $6.6M | 72,359 | 115,405 | |
SSGA ACTIVE TR SST BRIDGEWATERposition key sid:sec:prov:e75b9763b6d6ae3dca89b4c37a713ace · issuer key cusip6:78470P | trim | −$163K | −16,947 | $6.6M | $6.4M | 239,835 | 222,888 | |
ISHARES TR MSCI INDIA ETFposition key sid:sec:prov:62e1bed5c51c70c406bb6315d4b7b253 · issuer key cusip6:46429B | trim | −$2.3M | −24,026 | $8.1M | $5.9M | 149,881 | 125,855 | |
CISCO SYS INC COMposition key pos:12802 · issuer key iss:588 | trim | −$24.7K | −803 | $5.3M | $5.3M | 69,329 | 68,526 | |
ISHARES TR 3 7 YR TREAS BDposition key pos:18963 · issuer key iss:1232 | add | +$65.3K | +828 | $5.2M | $5.3M | 43,826 | 44,654 | |
PFIZER INC COMposition key pos:11636 · issuer key iss:1709 | trim | +$415K | −6,756 | $4.7M | $5.2M | 190,203 | 183,447 | |
VANGUARD SCOTTSDALE FDS INT-TERM CORPposition key pos:12282 · issuer key cusip6:92206C | add | +$686K | +8,897 | $4.2M | $4.9M | 50,648 | 59,545 | |
RALPH LAUREN CORP CL Aposition key pos:16024 · issuer key iss:1803 | add | +$429K | +1,589 | $4.3M | $4.8M | 12,255 | 13,844 | |
INVESCO QQQ TR UNIT SER 1position key pos:12022 · issuer key iss:1207 PUT | new | +$4.6M | +8,000 | $0 | $4.6M | — | 8,000 | |
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETFposition key sid:sec:prov:91368d096dad12a583c6c8abaa80d72a · issuer key cusip6:33734X | trim | −$1.3M | −9,812 | $5.4M | $4.1M | 75,779 | 65,967 | |
TEXAS INSTRS INC COMposition key pos:17749 · issuer key iss:2125 | add | +$614K | +1,072 | $3.4M | $4.0M | 19,727 | 20,799 | |
ISHARES TR U.S. ENERGY ETFposition key pos:18458 · issuer key iss:1231 | trim | +$331K | −14,667 | $3.5M | $3.9M | 74,296 | 59,629 | |
PEPSICO INC COMposition key pos:14709 · issuer key iss:1700 | trim | +$197K | −622 | $3.6M | $3.8M | 24,949 | 24,327 | |
PROCTER & GAMBLE CO COMposition key pos:15878 · issuer key iss:1758 | trim | −$274K | −2,117 | $4.0M | $3.8M | 28,238 | 26,121 | |
HOME DEPOT INC COMposition key pos:11561 · issuer key iss:1122 | add | −$117K | +159 | $3.8M | $3.7M | 11,112 | 11,271 | |
CELSIUS HLDGS INC COM NEWposition key pos:14925 · issuer key iss:543 CALL | new | +$3.5M | +100,000 | $0 | $3.5M | — | 100,000 | |
ISHARES TR EXPANDED TECHposition key pos:16067 · issuer key iss:1231 | add | −$1.1M | +491 | $4.6M | $3.5M | 43,411 | 43,902 | |
SPDR SERIES TRUST STATE STREET SPDposition key pos:15876 · issuer key iss:1900 | trim | −$1.8M | −14,434 | $5.3M | $3.4M | 38,029 | 23,595 | |
BANK NEW YORK MELLON CORP COMposition key pos:19023 · issuer key iss:326 | add | +$408K | +2,935 | $2.7M | $3.1M | 23,390 | 26,325 | |
BRISTOL-MYERS SQUIBB CO COMposition key pos:15894 · issuer key iss:435 | add | +$503K | +3,564 | $2.3M | $2.8M | 42,782 | 46,346 | |
VANECK ETF TRUST GOLD MINERS ETFposition key sid:sec:prov:8cc6d731232d1ac429fb431a7ea6a184 · issuer key cusip6:92189F | add | +$691K | +6,052 | $1.9M | $2.6M | 22,652 | 28,704 | |
ISHARES TR GLOBAL REIT ETFposition key sid:sec:prov:43a18656dc66180eb1584d2345e34a76 · issuer key cusip6:46434V | trim | −$67.4K | −3,514 | $2.6M | $2.5M | 104,810 | 101,296 | |
AT&T INC COMposition key pos:17343 · issuer key iss:30 | trim | +$340K | −461 | $2.1M | $2.5M | 85,232 | 84,771 | |
SCHWAB STRATEGIC TR US DIVIDEND EQposition key pos:11560 · issuer key iss:1940 | trim | −$790K | −37,477 | $3.0M | $2.3M | 110,850 | 73,373 | |
ISHARES TR JPMORGAN USD EMGposition key pos:16464 · issuer key iss:1232 | add | +$600K | +6,787 | $1.6M | $2.2M | 16,141 | 22,928 | |
FIRST TR EXCHANGE TRADED FD CLOUD COMPUTINGposition key sid:sec:prov:dc3d92b15ae7345d7d553d8453d64a59 · issuer key cusip6:33734X | add | −$6.7K | +2,902 | $2.0M | $2.0M | 15,638 | 18,540 | |
OMNICOM GROUP INC COMposition key pos:13700 · issuer key iss:1618 | add | −$73.8K | +794 | $2.0M | $1.9M | 24,557 | 25,351 | |
ISHARES TR U.S.MED DVC ETFposition key pos:17653 · issuer key iss:1232 | add | +$223K | +7,690 | $1.3M | $1.5M | 21,315 | 29,005 | |
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETFposition key pos:12048 · issuer key cusip6:922042 | add | +$1.1M | +7,950 | $310K | $1.4M | 2,195 | 10,145 | |
VANGUARD INDEX FDS REAL ESTATE ETFposition key sid:sec:prov:63fa5c7c9852af95fc89e071b88157c3 · issuer key cusip6:922908 | add | +$79.7K | +865 | $1.3M | $1.3M | 14,142 | 15,007 | |
ISHARES INC CORE MSCI EMKTposition key pos:14781 · issuer key iss:1235 | trim | −$32.4K | −1,176 | $1.3M | $1.3M | 19,602 | 18,426 | |
VERIZON COMMUNICATIONS INC COMposition key pos:11781 · issuer key iss:2259 | add | +$411K | +4,219 | $854K | $1.3M | 20,988 | 25,207 | |
SPDR SERIES TRUST STATE STREET SPDposition key pos:10981 · issuer key iss:1900 | add | −$63.2M | +184 | $64.4M | $1.2M | 9,424 | 9,608 | |
SELECT SECTOR SPDR TR STATE STREET COMposition key sid:sec:prov:fa0ef19e4273db99947aa6e798c4bd32 · issuer key cusip6:81369Y | add | +$172K | +2,042 | $926K | $1.1M | 7,868 | 9,910 | |
VANGUARD WORLD FD HEALTH CAR ETFposition key sid:sec:prov:8f84e4bccfedd905f8602bd39e2de909 · issuer key cusip6:92204A | add | +$162K | +746 | $769K | $930K | 2,670 | 3,416 | |
WISDOMTREE TR CLOUD COMPUTNGposition key pos:12965 · issuer key iss:2348 | add | −$129K | +3,654 | $1.0M | $912K | 29,728 | 33,382 | |
VANGUARD WORLD FD CONSUM DIS ETFposition key sid:sec:prov:519902191eab5520c75b9ee010e71ebf · issuer key cusip6:92204A | add | +$183K | +683 | $704K | $887K | 1,787 | 2,470 | |
MICRON TECHNOLOGY INC COMposition key pos:16109 · issuer key iss:1476 PUT | new | +$845K | +2,500 | $0 | $845K | — | 2,500 | |
ISHARES TR ISHARES BIOTECHposition key pos:14750 · issuer key iss:1231 | add | +$6.6K | +37 | $827K | $834K | 4,901 | 4,938 | |
CAPITAL ONE FINL CORP COMposition key pos:17178 · issuer key iss:514 PUT | new | +$821K | +4,500 | $0 | $821K | — | 4,500 | |
KIMBERLY-CLARK CORP COMposition key pos:12441 · issuer key iss:1284 | add | +$183K | +2,156 | $575K | $757K | 5,695 | 7,851 | |
SYSCO CORP COMposition key pos:16712 · issuer key iss:2070 | trim | −$238K | −2,890 | $991K | $754K | 13,454 | 10,564 | |
ISHARES TR SELECT DIVID ETFposition key pos:12759 · issuer key iss:1231 | trim | −$76.0K | −890 | $807K | $731K | 5,717 | 4,827 | |
UBER TECHNOLOGIES INC COMposition key pos:13563 · issuer key iss:2188 PUT | new | +$719K | +10,000 | $0 | $719K | — | 10,000 | |
TEXAS INSTRS INC COMposition key pos:17749 · issuer key iss:2125 PUT | new | +$679K | +3,500 | $0 | $679K | — | 3,500 | |
ADOBE INC COMposition key pos:18200 · issuer key iss:72 PUT | new | +$656K | +2,700 | $0 | $656K | — | 2,700 | |
CROWDSTRIKE HLDGS INC CL Aposition key pos:15597 · issuer key iss:684 PUT | new | +$586K | +1,500 | $0 | $586K | — | 1,500 | |
QUALCOMM INC COMposition key pos:18448 · issuer key iss:1786 PUT | new | +$580K | +4,500 | $0 | $580K | — | 4,500 |
80 more changes below.
1–100 of 205 changes
Mark-to-market only (no share change) · 19
Positions whose share count is identical in both quarters; the value changed with price, not with a decision.
Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusip | Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead classified_by_value · "exit" = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · "no change" = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an add or a trim (Add / New / Trim / Exit / No change) · "no prior" = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake | Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero | Δ shares | Prev value | Curr value | Prev shares | Curr shares | Flags |
|---|---|---|---|---|---|---|---|---|
ARES MANAGEMENT CORPORATION CL A COM STKposition key pos:17601 · issuer key iss:239 | no change | −$702M | 0 | $2.2B | $1.5B | 13,364,740 | 13,364,740 | |
JEFFERIES FINL GROUP INC COMposition key pos:12695 · issuer key iss:1254 | no change | −$191M | 0 | $573M | $382M | 9,247,081 | 9,247,081 | |
CME GROUP INC COMposition key pos:16335 · issuer key iss:476 | no change | +$10.5M | 0 | $129M | $139M | 471,846 | 471,846 | |
KENNEDY-WILSON HOLDINGS INC COM COMposition key pos:16339 · issuer key cusip6:489398 | no change | +$3.2M | 0 | $26.7M | $29.9M | 2,765,866 | 2,765,866 | |
CELSIUS HLDGS INC COM NEWposition key pos:14925 · issuer key iss:543 | no change | −$1.0M | 0 | $4.6M | $3.5M | 100,000 | 100,000 | |
PROSHARES TR SHORT S&P 500 NEposition key sid:sec:prov:6953c7b2bda9e6716546e308635132c2 · issuer key cusip6:74349Y | no change | +$22.8K | 0 | $432K | $455K | 12,000 | 12,000 | |
ISHARES TR MORTGE REL ETFposition key sid:sec:prov:bdd8a86d3f99ee45620b574600376f0d · issuer key cusip6:46435G | no change | −$12.0K | 0 | $373K | $361K | 16,831 | 16,831 | |
ISHARES TR HDG MSCI JAPANposition key sid:sec:prov:8ab4a8205c32f5d1c220e2a90e7de838 · issuer key cusip6:46434V | no change | +$20.1K | 0 | $296K | $317K | 5,625 | 5,625 | |
ISHARES INC MSCI JAPAN ETFposition key pos:13667 · issuer key iss:1235 | no change | +$11.8K | 0 | $257K | $268K | 3,179 | 3,179 | |
PIMCO ETF TR ACTIVE BD ETFposition key sid:sec:prov:067fdb2f74f79fc28d1072b78e62a0fd · issuer key cusip6:72201R | no change | −$1.8K | 0 | $205K | $203K | 2,200 | 2,200 | |
ISHARES TR RUSSELL 2000 ETFposition key pos:16595 · issuer key iss:1231 | no change | +$1.1K | 0 | $156K | $157K | 634 | 634 | |
WISDOMTREE TR EM EX ST-OWNEDposition key pos:14074 · issuer key iss:2347 | no change | +$3.3K | 0 | $119K | $123K | 3,058 | 3,058 | |
VANGUARD WORLD FD ESG US STK ETFposition key sid:sec:prov:f9edbe55caee8e3cb6eac2a550581ab6 · issuer key cusip6:921910 | no change | −$8.2K | 0 | $113K | $105K | 938 | 938 | |
ISHARES TR ESG AWR US AGRGTposition key sid:sec:prov:dc75c9764218133658da2251c207ddb8 · issuer key cusip6:46435U | no change | −$659 | 0 | $105K | $104K | 2,196 | 2,196 | |
PIMCO ETF TR MULTISECTOR BDposition key sid:sec:prov:472af252cda1e0f13d5ff2184a64a0e5 · issuer key cusip6:72201R | no change | −$1.2K | 0 | $67.4K | $66.2K | 2,528 | 2,528 | |
SELECT SECTOR SPDR TR STATE STREET MATposition key sid:sec:prov:62eb42e14503968141857c62d67e1607 · issuer key cusip6:81369Y | no change | +$5.5K | 0 | $53.8K | $59.3K | 1,186 | 1,186 | |
ISHARES TR CUR HD EURZN ETFposition key sid:sec:prov:ea0b38b893ec0f350146b47249e6830e · issuer key cusip6:46434V | no change | −$68 | 0 | $49.4K | $49.4K | 1,130 | 1,130 | |
ISHARES INC MSCI TAIWAN ETFposition key pos:12137 · issuer key iss:1235 | no change | +$843 | 0 | $7.2K | $8.1K | 114 | 114 | |
MCDONALDS CORP COMposition key pos:16994 · issuer key iss:1447 | no change | +$34 | 0 | $4.6K | $4.7K | 15 | 15 |
Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Changes derive from the aggregate's top-25 slices and keyable positions only; unkeyable holdings are counted in the registry, not differenced. methodology §13F ↗
Book shape
2026-03-31 · concentration · vs tracked median · tick = median- Top-25 concentration
- 84.9%above median 80.0%
- Concentration index
- 1,125 bpsabove median 446 bps
- Positions with value
- 203 / 203median book 97.5 positions
Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.
null-value positions: 0holdings whose <value> did not parse — retained and counted, never zero-filled · top-N share ·§: 84.9% · HHI (bps) ·§: 1,125integer Herfindahl–Hirschman index in basis points over disclosed position values · QoQ moves: 224
Filing history
AVAILABLE QUARTERS| Period | Source |
|---|---|
| 2026-03-31 | EDGAR ↗ |
PLANNED sector rotation · Congress overlap · signals for this filer
Complete source filings on SEC EDGAR
The complete filing on EDGAR.
The position list above is served from the published Public Filings build — every position this filer reported for the selected quarter, as it reported it. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Serving this list is M2-CONTRACT §3, amended 2026-08-02; §3.1 keeps live EDGAR for filings newer than this build.
Open SUMITOMO MITSUI FINANCIAL GROUP, INC.'s 13F filings on SEC EDGAR ↗Notes on this data
Share changes
Compare consecutive quarters
Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.
Coverage
A snapshot, not current holdings
Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.
ViewPrior quarter not yet availableThis build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
Reported positions — 2026-03-31
1–100 of 120 issuers · $4.9B disclosed value over 203 rows · 0 undisclosed-value rowsEvery row below carries ticker not yet mapped — stated once here rather than repeated on every row.
| KindClassification is not joined into this reported-position view. Use the changed-positions view to compare the two published quarters. | TickerThis list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names. | Issuera position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing | WeightShare of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets. | Valuevalue undisclosed on the filing: retained and counted, excluded from sums, never shown as $0 | Shares | Position changeShare change is available in the separate comparison view; it is not joined into this position list. | Wt | CongressThe congressional transaction join is unavailable in this build. | ||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| — | ARESverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION · CL A COM STK CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $1.5B | 13,364,740 | — | 29.5% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | SPYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SPDR S&P 500 ETF TR | $492M | 755,968 | — | 10.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | ISHARES TR15 positions · 16 reported rows
| $446M | 4,107,085 | — | 9.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | JEFFERIES FINL GROUP INC JEFFERIES FINL GROUP INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $382M | 9,247,081 | — | 7.7% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | GLDverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SPDR GOLD TR SPDR GOLD TR · GOLD SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $254M | 590,062 | — | 5.1% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | ISHARES TR10 positions · 10 reported rows
| $231M | 3,875,851 | — | 4.7% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | POLESTAR AUTOMOTIVE HLDG UK POLESTAR AUTOMOTIVE HLDG UK · SPONSORED ADS CUSIP 731105409 quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $190M | 10,341,261 | — | 3.9% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | CMEverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CME GROUP INC CME GROUP INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $139M | 471,846 | — | 2.8% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | QQQverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | INVESCO QQQ TR | $110M | 189,766 | — | 2.2% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | NVDAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NVIDIA CORPORATION NVIDIA CORPORATION · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $81.7M | 468,510 | — | 1.7% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | AVGOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BROADCOM INC3 positions · 4 reported rows
| $73.9M | 238,896 | — | 1.5% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | GOOGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) GOOGLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ALPHABET INC3 positions · 4 reported rows
| $73.5M | 256,127 | — | 1.5% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | ANETverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ARISTA NETWORKS INC ARISTA NETWORKS INC · COM SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $60.2M | 490,302 | — | 1.2% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | SPDR DOW JONES INDL AVERAGE SPDR DOW JONES INDL AVERAGE · UT SER 1 CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $59.3M | 128,000 | — | 1.2% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | XYZverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BLOCK INC BLOCK INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $54.6M | 907,930 | — | 1.1% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | SPDR SERIES TRUST SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R408 quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $49.2M | 1,967,984 | — | 1.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | MSFTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MICROSOFT CORP | $47.0M | 126,985 | — | 1.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | AMZNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AMAZON COM INC AMAZON COM INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $46.5M | 223,139 | — | 0.9% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | METAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | META PLATFORMS INC | $45.9M | 80,274 | — | 0.9% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | JPMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | JPMORGAN CHASE & CO JPMORGAN CHASE & CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $42.1M | 143,253 | — | 0.9% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | GEverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GE AEROSPACE GE AEROSPACE · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $35.1M | 123,548 | — | 0.7% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | KENNEDY-WILSON HOLDINGS INC COM KENNEDY-WILSON HOLDINGS INC COM · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $29.9M | 2,765,866 | — | 0.6% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | AXPverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AMERICAN EXPRESS CO AMERICAN EXPRESS CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $29.0M | 95,918 | — | 0.6% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | AMGNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AMGEN INC AMGEN INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $28.9M | 82,046 | — | 0.6% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | APHverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AMPHENOL CORP AMPHENOL CORP · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $28.6M | 226,551 | — | 0.6% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | NEMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NEWMONT CORP NEWMONT CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $27.3M | 252,162 | — | 0.6% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | GWWverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | WW GRAINGER INC WW GRAINGER INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $26.9M | 24,697 | — | 0.5% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | FSLRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FIRST SOLAR INC FIRST SOLAR INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $25.7M | 130,494 | — | 0.5% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | DHIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | D R HORTON INC D R HORTON INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $25.6M | 186,525 | — | 0.5% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | BLKverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BLACKROCK INC BLACKROCK INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $24.2M | 25,131 | — | 0.5% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | INTUverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | INTUIT | $24.0M | 55,562 | — | 0.5% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | KOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | COCA COLA CO | $23.7M | 311,294 | — | 0.5% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | VANGUARD WORLD FD3 positions · 3 reported rows
| $22.0M | 34,829 | — | 0.4% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | ISHARES TR4 positions · 4 reported rows
| $21.3M | 798,474 | — | 0.4% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | BSXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BOSTON SCIENTIFIC CORP BOSTON SCIENTIFIC CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $21.0M | 334,764 | — | 0.4% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | VANGUARD SCOTTSDALE FDS3 positions · 3 reported rows
| $20.5M | 261,343 | — | 0.4% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | SELECT SECTOR SPDR TR7 positions · 7 reported rows
| $20.3M | 335,708 | — | 0.4% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II · TAXABLE MUN BD CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $17.8M | 659,038 | — | 0.4% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | VANGUARD INDEX FDS | $11.5M | 32,095 | — | 0.2% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | ULTAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ULTA BEAUTY INC ULTA BEAUTY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $10.8M | 20,651 | — | 0.2% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | COSTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $10.7M | 10,739 | — | 0.2% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | QCOMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | QUALCOMM INC3 positions · 4 reported rows
| $10.2M | 79,001 | — | 0.2% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | ISHARES TR ISHARES TR · 0-3 MNTH TREASRY CUSIP 46436E718 quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $10.0M | 99,566 | — | 0.2% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | CELHverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CELSIUS HLDGS INC | $7.1M | 200,000 | — | 0.1% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | SSGA ACTIVE TR SSGA ACTIVE TR · SST BRIDGEWATER CUSIP 78470P630 quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $6.4M | 222,888 | — | 0.1% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | FIRST TR EXCHANGE TRADED FD | $6.2M | 84,507 | — | 0.1% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | CSCOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CISCO SYS INC CISCO SYS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $5.3M | 68,526 | — | 0.1% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | PFEverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PFIZER INC PFIZER INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $5.2M | 183,447 | — | 0.1% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | TXNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TEXAS INSTRS INC3 positions · 4 reported rows
| $5.0M | 25,799 | — | 0.1% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | RLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | RALPH LAUREN CORP RALPH LAUREN CORP · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $4.8M | 13,844 | — | 0.1% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | SPDR SERIES TRUST | $4.7M | 33,203 | — | 0.1% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | PEPverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PEPSICO INC PEPSICO INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $3.8M | 24,327 | — | 0.1% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | PGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PROCTER & GAMBLE CO | $3.8M | 26,121 | — | 0.1% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | HDverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | HOME DEPOT INC HOME DEPOT INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $3.7M | 11,271 | — | 0.1% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | BNYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BANK NEW YORK MELLON CORP BANK NEW YORK MELLON CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $3.1M | 26,325 | — | 0.1% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | VANECK ETF TRUST | $3.1M | 32,748 | — | 0.1% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | ISHARES TR | $2.9M | 108,051 | — | 0.1% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | BMYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BRISTOL-MYERS SQUIBB CO BRISTOL-MYERS SQUIBB CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $2.8M | 46,346 | — | 0.1% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | Tverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AT&T INC AT&T INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $2.5M | 84,771 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | SCHWAB STRATEGIC TR SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $2.3M | 73,373 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | OMCverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | OMNICOM GROUP INC OMNICOM GROUP INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $1.9M | 25,351 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | VZverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | VERIZON COMMUNICATIONS INC3 positions · 4 reported rows
| $1.8M | 36,207 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | ISHARES INC | $1.6M | 21,719 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | UBERverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | UBER TECHNOLOGIES INC | $1.4M | 19,600 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | VANGUARD INTL EQUITY INDEX F VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $1.4M | 10,145 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | COFverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CAPITAL ONE FINL CORP | $1.2M | 6,700 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | ADBEverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ADOBE INC | $1.2M | 4,850 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | MUverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MICRON TECHNOLOGY INC | $1.2M | 3,443 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | COINverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | COINBASE GLOBAL INC | $978K | 5,600 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | CRWDverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CROWDSTRIKE HLDGS INC | $914K | 2,340 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | WISDOMTREE TR WISDOMTREE TR · CLOUD COMPUTNG CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $912K | 33,382 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | KMBverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | KIMBERLY-CLARK CORP KIMBERLY-CLARK CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $757K | 7,851 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | SYYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SYSCO CORP SYSCO CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $754K | 10,564 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | GLOBAL X FDS GLOBAL X FDS · US INFR DEV ETF CUSIP 37954Y673 quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $577K | 11,349 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | LULUverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LULULEMON ATHLETICA INC | $536K | 3,500 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | GISverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GENERAL MILLS INC GENERAL MILLS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $483K | 12,987 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | PROSHARES TR PROSHARES TR · SHORT S&P 500 NE CUSIP 74349Y753 quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $455K | 12,000 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | AAPLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | APPLE INC APPLE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $440K | 1,735 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | MDLZverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MONDELEZ INTL INC MONDELEZ INTL INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $403K | 6,990 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | ITWverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ILLINOIS TOOL WKS INC ILLINOIS TOOL WKS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $362K | 1,389 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | ISHARES TR ISHARES TR · MORTGE REL ETF CUSIP 46435G342 quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $361K | 16,831 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | NFLXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NETFLIX INC. NETFLIX INC. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $342K | 3,560 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD · NAS CLNEDG GREEN CUSIP 33733E500 quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $273K | 5,876 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | PIMCO ETF TR | $269K | 4,728 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | ORCLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ORACLE CORP | $268K | 1,822 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | MRKverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MERCK & CO INC MERCK & CO INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $241K | 2,000 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | ARMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ARM HOLDINGS PLC | $208K | 1,377 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | LMTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LOCKHEED MARTIN CORP LOCKHEED MARTIN CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $199K | 330 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | PLTRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $163K | 1,114 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II · S&P500 LOW VOL CUSIP 46138E354 quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $159K | 2,168 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | CHTRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CHARTER COMMUNICATIONS INC CHARTER COMMUNICATIONS INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $151K | 700 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | WISDOMTREE TR WISDOMTREE TR · EM EX ST-OWNED CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $123K | 3,058 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | XOMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | EXXON MOBIL CORP EXXON MOBIL CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $119K | 700 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | LRCXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LAM RESEARCH CORP LAM RESEARCH CORP · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $107K | 500 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | VANGUARD WORLD FD VANGUARD WORLD FD · ESG US STK ETF CUSIP 921910733 quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $105K | 938 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | ISHARES TR ISHARES TR · ESG AWR US AGRGT CUSIP 46435U549 quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $104K | 2,196 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | AMATverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | APPLIED MATLS INC APPLIED MATLS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $103K | 300 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | ZMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ZOOM COMMUNICATIONS INC ZOOM COMMUNICATIONS INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $102K | 1,268 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | CRMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SALESFORCE INC SALESFORCE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $93.3K | 500 | — | 0.0% | — | |||||||||||||||||||||||||||||||||||||||||||||||||
| — | — | VANECK ETF TRUST VANECK ETF TRUST · JP MRGAN EM LOC CUSIP 92189H300 quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $75.7K | 3,016 | — | 0.0% | — |
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every row this filer reported for the quarter, as it reported it — cross-filer de-duplication is applied to issuer totals elsewhere and never deletes a row here
A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗
13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.
Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.
Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.
Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.
Positions under confidential treatment may be omitted until a later amendment discloses them.
These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).