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Sumitomo Mitsui Trust Group, Inc.: 13F portfolio Q2 2026 and what copying it returned
Sumitomo Mitsui Trust Group, Inc.'s 13F for the quarter ended 2026-06-30 (filed Jul 30, 2026): 400 common-share positions, $175.1B reported. Copying each 13F the day after it was filed returned +34.6% from Apr 29, 2025 to Nov 6, 2026, against +33.5% for SPY.
Copying the 13F
Each 13F bought at the close of the first trading day after it was filed and held, drifting, until the next one; value-weighted over the common-share positions with a price (95.2% of the portfolio on average); 6 filings since Apr 25, 2025. Price returns for the clone and SPY alike (no dividends, no costs). A 13F lists only US long positions at quarter end, reported up to 45 days later.
Largest holdings (2026-06-30)
| Ticker | Company | Weight | Value | Change in the quarter |
|---|---|---|---|---|
| NVDA | NVIDIA | 6.7% | $11.7B | -3.5% |
| AAPL | Apple | 5.5% | $9.6B | +0.2% |
| MSFT | Microsoft | 3.7% | $6.5B | -1.1% |
| AMZN | Amazon.com | 3.4% | $5.9B | +1.4% |
| GOOGL | Alphabet | 2.8% | $4.9B | +2.7% |
| AVGO | Broadcom | 2.4% | $4.2B | +0.7% |
| GOOG | Alphabet | 2.4% | $4.1B | -3.7% |
| MU | Micron Technology | 1.9% | $3.4B | -5.2% |
| TSLA | Tesla | 1.8% | $3.1B | -0.3% |
| META | Meta Platforms | 1.7% | $2.9B | unchanged |
| AMD | Advanced Micro Devices | 1.6% | $2.8B | -7.2% |
| LLY | ELI Lilly | 1.3% | $2.3B | +6.8% |
| JPM | JPMorgan Chase | 1.1% | $1.9B | -3.3% |
| BRK-B | Berkshire Hathaway | 0.9% | $1.6B | +0.7% |
| GLDM | World Gold Trust | 0.9% | $1.6B | +7.9% |
| INTC | Intel | 0.9% | $1.5B | -4.9% |
| JNJ | Johnson & Johnson | 0.8% | $1.4B | <0.1% |
| V | Visa | 0.8% | $1.4B | -0.1% |
| CAT | Caterpillar | 0.8% | $1.4B | -0.5% |
| AMAT | Applied Materials | 0.8% | $1.4B | +0.9% |
| LRCX | LAM Research | 0.7% | $1.3B | -3.2% |
| WMT | Walmart | 0.7% | $1.2B | -5.0% |
| IAUM | iShares Gold Trust Micro | 0.7% | $1.1B | +5.2% |
| CSCO | Cisco Systems | 0.6% | $1.1B | -6.7% |
Biggest adds
- SPCX new
- HON new
- SPY new
- CBRS new
- HONA new
- XPO new
- FDXF new
- DD new
- XE new
Biggest cuts
- OMCL exit
- ACM exit
- OKLO exit
- SNAP exit
- XLB exit
Track record
Of 31 position changes scored in 31 separate decisions, 45.2% were on the right side of SPY over the next three months (Disclosures → Smart money).
Open in Disclosures → every quarter, the clone month by month, the smart-money record
Source: SEC Form 13F-HR, filer CIK 1475365. Not investment advice.