SUMITOMO MITSUI FINANCIAL GROUP, INC. Hedge Fund

CIK: 0001022837 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 13, 2024

Total Value ($000): $3,215,244 (100.0% shares, 0.0% debt)

Holdings (180)

ARES ARES MANAGEMENT CORPORATION 55.4%
Value ($000) $1,781,253 Shares 13,364,740 Est. Cost $30.78 Unrealized +324.3%
CME CME GROUP INC 2.9%
Value ($000) $92,765 Shares 471,846 Est. Cost $87.56 Unrealized +122.7%
LQD ISHARES TR 2.7%
Value ($000) $87,966 Shares 821,188 Est. Cost $112.16 Unrealized
AGG ISHARES TR 2.7%
Value ($000) $86,487 Shares 890,974 Est. Cost $99.68 Unrealized
GLD SPDR GOLD TR 2.1%
Value ($000) $67,646 Shares 314,620 Est. Cost $176.86 Unrealized
IEF ISHARES TR 2.0%
Value ($000) $64,838 Shares 692,344 Est. Cost $101.88 Unrealized
NVDA NVIDIA CORPORATION 1.9%
Value ($000) $61,583 Shares 498,480 Est. Cost $91.63 Unrealized +10.3%
XYZ BLOCK INC 1.8%
Value ($000) $58,552 Shares 907,930 Est. Cost $77.96 Unrealized -10.3%
SPY SPDR S&P 500 ETF TR 1.5%
Value ($000) $49,835 Shares 344,805 Est. Cost $202.13 Unrealized
HYG ISHARES TR 1.4%
Value ($000) $45,294 Shares 587,167 Est. Cost $85.57 Unrealized
IGSB ISHARES TR 1.3%
Value ($000) $43,193 Shares 842,948 Est. Cost $53.57 Unrealized
AVGO BROADCOM INC 1.2%
Value ($000) $39,605 Shares 24,680 Est. Cost $42.63 Unrealized +223.0%
MSFT MICROSOFT CORP 1.1%
Value ($000) $36,378 Shares 81,329 Est. Cost $230.44 Unrealized +81.1%
GOOG ALPHABET INC 1.1%
Value ($000) $35,641 Shares 194,310 Est. Cost $116.60 Unrealized +44.8%
MBB ISHARES TR 1.1%
Value ($000) $34,510 Shares 375,886 Est. Cost $105.68 Unrealized
ARISTA NETWORKS INC 1.1%
Value ($000) $34,143 Shares 97,418 Est. Cost $242.44 Unrealized
META META PLATFORMS INC 0.9%
Value ($000) $30,177 Shares 59,773 Est. Cost $204.96 Unrealized +135.8%
AMZN AMAZON COM INC 0.9%
Value ($000) $29,188 Shares 151,027 Est. Cost $108.64 Unrealized +69.1%
SJNK SPDR SER TR 0.8%
Value ($000) $24,613 Shares 985,689 Est. Cost $25.19 Unrealized
TLT ISHARES TR 0.8%
Value ($000) $24,533 Shares 267,306 Est. Cost $102.59 Unrealized
PFF ISHARES TR 0.7%
Value ($000) $22,530 Shares 714,106 Est. Cost $38.49 Unrealized
QQQ INVESCO QQQ TR 0.7%
Value ($000) $21,049 Shares 43,922 Est. Cost $340.89 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $20,556 Shares 40,364 Est. Cost $355.34 Unrealized +33.1%
BAB INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $20,293 Shares 769,239 Est. Cost $31.91 Unrealized
INTU INTUIT 0.6%
Value ($000) $18,539 Shares 28,209 Est. Cost $452.78 Unrealized +35.7%
JPM JPMORGAN CHASE & CO. 0.6%
Value ($000) $18,079 Shares 89,386 Est. Cost $117.10 Unrealized +61.6%
FSLR FIRST SOLAR INC 0.5%
Value ($000) $16,743 Shares 74,261 Est. Cost $185.36 Unrealized +17.6%
AMGN AMGEN INC 0.5%
Value ($000) $15,205 Shares 48,663 Est. Cost $196.43 Unrealized +42.2%
DHI D R HORTON INC 0.5%
Value ($000) $15,036 Shares 106,689 Est. Cost $78.03 Unrealized +85.2%
GWW GRAINGER W W INC 0.4%
Value ($000) $13,922 Shares 15,431 Est. Cost $419.76 Unrealized +121.0%
GOVT ISHARES TR 0.4%
Value ($000) $12,829 Shares 568,403 Est. Cost $23.00 Unrealized
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $12,682 Shares 49,147 Est. Cost $226.55 Unrealized +7.0%
BLACKROCK INC 0.4%
Value ($000) $12,343 Shares 15,677 Est. Cost $650.09 Unrealized
SHV ISHARES TR 0.4%
Value ($000) $12,080 Shares 109,317 Est. Cost $110.42 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $11,288 Shares 177,341 Est. Cost $47.33 Unrealized +24.4%
JNK SPDR SER TR 0.3%
Value ($000) $10,370 Shares 110,000 Est. Cost $94.27 Unrealized
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $9,755 Shares 127,381 Est. Cost $70.74 Unrealized
VGT VANGUARD WORLD FD 0.3%
Value ($000) $9,374 Shares 16,258 Est. Cost $350.13 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $9,004 Shares 45,206 Est. Cost $114.57 Unrealized +59.2%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $8,965 Shares 215,856 Est. Cost $50.40 Unrealized -18.6%
JBHT HUNT J B TRANS SVCS INC 0.3%
Value ($000) $8,858 Shares 55,365 Est. Cost $165.49 Unrealized -0.5%
ADM ARCHER DANIELS MIDLAND CO 0.3%
Value ($000) $8,305 Shares 137,390 Est. Cost $74.13 Unrealized -22.2%
SHY ISHARES TR 0.3%
Value ($000) $8,235 Shares 100,854 Est. Cost $82.42 Unrealized
IYR ISHARES TR 0.2%
Value ($000) $8,025 Shares 91,469 Est. Cost $88.25 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $7,215 Shares 14,427 Est. Cost $374.38 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $6,792 Shares 89,528 Est. Cost $103.04 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $6,714 Shares 7,899 Est. Cost $383.16 Unrealized +102.0%
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $6,653 Shares 97,644 Est. Cost $63.39 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $6,362 Shares 82,332 Est. Cost $82.57 Unrealized
SOXX ISHARES TR 0.2%
Value ($000) $5,951 Shares 24,129 Est. Cost $469.28 Unrealized
ULTA ULTA BEAUTY INC 0.2%
Value ($000) $5,231 Shares 13,557 Est. Cost $446.82 Unrealized -9.0%
IYE ISHARES TR 0.2%
Value ($000) $5,119 Shares 106,651 Est. Cost $26.61 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $4,578 Shares 23,532 Est. Cost $147.42 Unrealized +19.5%
IGV ISHARES TR 0.1%
Value ($000) $4,548 Shares 52,375 Est. Cost $139.66 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $4,511 Shares 27,352 Est. Cost $142.77 Unrealized +13.7%
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $4,388 Shares 77,776 Est. Cost $47.27 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $4,175 Shares 12,127 Est. Cost $272.70 Unrealized +20.1%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $3,801 Shares 47,559 Est. Cost $94.21 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $3,731 Shares 22,608 Est. Cost $112.48 Unrealized +39.8%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $3,577 Shares 46,002 Est. Cost $75.80 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $3,424 Shares 18,466 Est. Cost $123.67 Unrealized +35.3%
PFE PFIZER INC 0.1%
Value ($000) $3,415 Shares 122,051 Est. Cost $29.50 Unrealized -16.0%
SGOV ISHARES TR 0.1%
Value ($000) $3,296 Shares 32,732 Est. Cost $100.71 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $3,133 Shares 29,341 Est. Cost $123.52 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $2,925 Shares 30,619 Est. Cost $73.00 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $2,769 Shares 21,769 Est. Cost $109.64 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $2,388 Shares 97,666 Est. Cost $24.60 Unrealized
WCLD WISDOMTREE TR 0.1%
Value ($000) $2,298 Shares 72,747 Est. Cost $47.28 Unrealized
IEI ISHARES TR 0.1%
Value ($000) $2,201 Shares 19,065 Est. Cost $116.13 Unrealized
REET ISHARES TR 0.1%
Value ($000) $2,008 Shares 86,373 Est. Cost $24.36 Unrealized
RL RALPH LAUREN CORP 0.1%
Value ($000) $1,901 Shares 10,858 Est. Cost $167.70 Unrealized +0.4%
VHT VANGUARD WORLD FD 0.1%
Value ($000) $1,888 Shares 7,098 Est. Cost $250.25 Unrealized
T AT&T INC 0.1%
Value ($000) $1,882 Shares 98,463 Est. Cost $15.87 Unrealized +1.9%
INDA ISHARES TR 0.1%
Value ($000) $1,864 Shares 33,412 Est. Cost $47.44 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1,853 Shares 39,009 Est. Cost $41.08 Unrealized +10.3%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $1,839 Shares 13,908 Est. Cost $116.30 Unrealized +7.6%
EEM ISHARES TR 0.1%
Value ($000) $1,719 Shares 40,366 Est. Cost $49.15 Unrealized
BOND PIMCO ETF TR 0.1%
Value ($000) $1,691 Shares 18,565 Est. Cost $102.93 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $1,547 Shares 24,461 Est. Cost $62.18 Unrealized +3.6%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $1,432 Shares 21,884 Est. Cost $55.00 Unrealized +18.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $1,414 Shares 8,867 Est. Cost $97.84 Unrealized +64.4%
EMB ISHARES TR 0.0%
Value ($000) $1,391 Shares 15,725 Est. Cost $102.81 Unrealized
HRB BLOCK H & R INC 0.0%
Value ($000) $1,373 Shares 21,664 Est. Cost $38.90 Unrealized +21.9%
SYY SYSCO CORP 0.0%
Value ($000) $1,343 Shares 18,819 Est. Cost $68.91 Unrealized +3.3%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $1,309 Shares 21,857 Est. Cost $44.25 Unrealized +26.0%
IHI ISHARES TR 0.0%
Value ($000) $1,309 Shares 23,355 Est. Cost $54.83 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $1,230 Shares 33,235 Est. Cost $25.07 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $1,229 Shares 13,256 Est. Cost $117.50 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $1,067 Shares 16,080 Est. Cost $44.99 Unrealized +47.4%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,046 Shares 12,215 Est. Cost $79.75 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $1,044 Shares 21,606 Est. Cost $49.26 Unrealized +0.1%
IBB ISHARES TR 0.0%
Value ($000) $1,035 Shares 7,539 Est. Cost $140.41 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $912 Shares 7,538 Est. Cost $108.43 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $869 Shares 16,235 Est. Cost $50.45 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $823 Shares 14,092 Est. Cost $74.93 Unrealized -15.3%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $814 Shares 9,715 Est. Cost $89.87 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $754 Shares 18,283 Est. Cost $40.50 Unrealized -9.9%
VCR VANGUARD WORLD FD 0.0%
Value ($000) $741 Shares 2,372 Est. Cost $241.06 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $692 Shares 2,921 Est. Cost $196.05 Unrealized +20.8%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $672 Shares 7,490 Est. Cost $65.48 Unrealized +33.8%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $671 Shares 4,854 Est. Cost $108.02 Unrealized +16.0%
GDX VANECK ETF TRUST 0.0%
Value ($000) $640 Shares 18,856 Est. Cost $26.72 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $626 Shares 11,884 Est. Cost $137.07 Unrealized -58.9%
OKTA OKTA INC 0.0%
Value ($000) $613 Shares 6,631 Est. Cost $98.76 Unrealized -4.1%
PROSHARES TR 0.0%
Value ($000) $548 Shares 48,000 Est. Cost $26.20 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $538 Shares 2,128 Est. Cost $285.15 Unrealized -7.2%
APPLE INC 0.0%
Value ($000) $501 Shares 19,000 Est. Cost Unrealized
BLOCK INC 0.0%
Value ($000) $443 Shares 40,000 Est. Cost Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $437 Shares 1,129 Est. Cost $297.40 Unrealized +11.8%
NVIDIA CORPORATION 0.0%
Value ($000) $436 Shares 53,080 Est. Cost Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $425 Shares 621 Est. Cost $49.02 Unrealized +27.4%
SNAP SNAP INC 0.0%
Value ($000) $377 Shares 22,779 Est. Cost $31.32 Unrealized -54.2%
ALPHABET INC 0.0%
Value ($000) $376 Shares 50,000 Est. Cost Unrealized
AAPL APPLE INC 0.0%
Value ($000) $331 Shares 1,548 Est. Cost $179.61 Unrealized +3.1%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $298 Shares 3,265 Est. Cost $91.15 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $288 Shares 8,467 Est. Cost $54.38 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $247 Shares 2,195 Est. Cost $67.51 Unrealized
HEWJ ISHARES TR 0.0%
Value ($000) $245 Shares 5,625 Est. Cost $42.33 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $244 Shares 550 Est. Cost $358.39 Unrealized +26.0%
ZS ZSCALER INC 0.0%
Value ($000) $243 Shares 1,286 Est. Cost $141.65 Unrealized +25.6%
AMAZON COM INC 0.0%
Value ($000) $239 Shares 21,752 Est. Cost Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $231 Shares 22,814 Est. Cost $90.85 Unrealized -86.6%
REM ISHARES TR 0.0%
Value ($000) $221 Shares 9,986 Est. Cost $23.06 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $217 Shares 3,179 Est. Cost $57.41 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $207 Shares 1,546 Est. Cost $199.96 Unrealized -26.1%
IEO ISHARES TR 0.0%
Value ($000) $207 Shares 2,078 Est. Cost $73.96 Unrealized
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $197 Shares 4,670 Est. Cost $35.97 Unrealized
SALESFORCE INC 0.0%
Value ($000) $160 Shares 13,500 Est. Cost Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $144 Shares 2,467 Est. Cost $67.85 Unrealized -9.5%
NVIDIA CORPORATION 0.0%
Value ($000) $140 Shares 30,000 Est. Cost Unrealized
INVESCO QQQ TR 0.0%
Value ($000) $137 Shares 20,000 Est. Cost Unrealized
MICROSOFT CORP 0.0%
Value ($000) $131 Shares 15,500 Est. Cost Unrealized
SHOPIFY INC 0.0%
Value ($000) $130 Shares 20,000 Est. Cost Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $121 Shares 2,155 Est. Cost $137.00 Unrealized -56.9%
PAYPAL HLDGS INC 0.0%
Value ($000) $120 Shares 30,000 Est. Cost Unrealized
FREEPORT-MCMORAN INC 0.0%
Value ($000) $112 Shares 45,000 Est. Cost Unrealized
ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $105 Shares 20,000 Est. Cost Unrealized
EAGG ISHARES TR 0.0%
Value ($000) $102 Shares 2,196 Est. Cost $55.09 Unrealized
AMAZON COM INC 0.0%
Value ($000) $97 Shares 10,000 Est. Cost Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $91 Shares 938 Est. Cost $83.54 Unrealized
ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $88 Shares 10,000 Est. Cost Unrealized
PIXIE DUST TECHNOLOGIES INC 0.0%
Value ($000) $86 Shares 56,400 Est. Cost $8.76 Unrealized
ADOBE INC 0.0%
Value ($000) $85 Shares 4,158 Est. Cost Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $80 Shares 235 Est. Cost $149.57 Unrealized 0.0%
META PLATFORMS INC 0.0%
Value ($000) $80 Shares 5,000 Est. Cost Unrealized
ADOBE INC 0.0%
Value ($000) $76 Shares 4,000 Est. Cost Unrealized
FCPI FIDELITY COVINGTON TRUST 0.0%
Value ($000) $74 Shares 1,800 Est. Cost $41.00 Unrealized
XSOE WISDOMTREE TR 0.0%
Value ($000) $72 Shares 2,351 Est. Cost $30.88 Unrealized
SALESFORCE INC 0.0%
Value ($000) $63 Shares 3,500 Est. Cost Unrealized
NETFLIX INC 0.0%
Value ($000) $59 Shares 4,000 Est. Cost Unrealized
CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $56 Shares 7,000 Est. Cost Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $52 Shares 593 Est. Cost $82.92 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $52 Shares 702 Est. Cost $67.61 Unrealized 0.0%
ALPHABET INC 0.0%
Value ($000) $48 Shares 2,600 Est. Cost Unrealized
ARM HOLDINGS PLC 0.0%
Value ($000) $48 Shares 1,200 Est. Cost Unrealized
USMV ISHARES TR 0.0%
Value ($000) $48 Shares 569 Est. Cost $62.79 Unrealized
CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $45 Shares 3,790 Est. Cost Unrealized
QUALCOMM INC 0.0%
Value ($000) $42 Shares 5,056 Est. Cost Unrealized
HEZU ISHARES TR 0.0%
Value ($000) $41 Shares 1,130 Est. Cost $28.10 Unrealized
NETFLIX INC 0.0%
Value ($000) $39 Shares 584 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $31 Shares 215 Est. Cost $141.44 Unrealized 0.0%
LLY ELI LILLY & CO 0.0%
Value ($000) $25 Shares 27 Est. Cost $790.93 Unrealized 0.0%
FREEPORT-MCMORAN INC 0.0%
Value ($000) $20 Shares 22,500 Est. Cost Unrealized
MICROSOFT CORP 0.0%
Value ($000) $20 Shares 941 Est. Cost Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $19 Shares 298 Est. Cost $55.91 Unrealized
APPLE INC 0.0%
Value ($000) $17 Shares 35,000 Est. Cost Unrealized
MICRON TECHNOLOGY INC 0.0%
Value ($000) $16 Shares 1,400 Est. Cost Unrealized
ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $16 Shares 2,803 Est. Cost Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $11 Shares 20 Est. Cost $484.22 Unrealized 0.0%
ALPHABET INC 0.0%
Value ($000) $8 Shares 720 Est. Cost Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 179 Est. Cost $34.21 Unrealized
META PLATFORMS INC 0.0%
Value ($000) $7 Shares 190 Est. Cost Unrealized
ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $5 Shares 30,000 Est. Cost Unrealized
PALO ALTO NETWORKS INC 0.0%
Value ($000) $5 Shares 450 Est. Cost Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $5 Shares 50 Est. Cost $95.98 Unrealized +9.9%
SERVICENOW INC 0.0%
Value ($000) $5 Shares 103 Est. Cost Unrealized
IWM ISHARES TR 0.0%
Value ($000) $3 Shares 17 Est. Cost $217.78 Unrealized
ZSCALER INC 0.0%
Value ($000) $3 Shares 2,395 Est. Cost Unrealized
EMQQ EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $0 Shares 14 Est. Cost $63.80 Unrealized
PAYPAL HLDGS INC 0.0%
Value ($000) $0 Shares 1,400 Est. Cost Unrealized