Meiji Yasuda Asset Management Co Ltd.
13F Reported Value
ⓘ$2.2B
Holdings
596
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Meiji Yasuda Asset Management Co Ltd. disclosed 596 positions worth $2.2B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 4.0% of the equity portfolio, followed by $AAPL and $GOOG. During the quarter the fund opened 64 new positions and exited 16 — including a new stake in $BRO and a full exit from $CTRA. The portfolio is most concentrated in Technology (32.1% of disclosed assets). All figures are sourced directly from Meiji Yasuda Asset Management Co Ltd.’s Form 13F-HR filing with the SEC under CIK 1491685.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 85.9#5
Quality
$88.5M442,231 sh - 76.4#84
Quality
$75.8M261,856 sh - 78.2#57
Quality
$64.2M179,708 sh - 79.8
Quality
$56.8M152,204 sh - 68.7
Quality
$44.2M185,611 sh - 84.5
Quality
$35.1M92,816 sh - 65.8
Quality
$26.0M613,083 sh - 69.0
Quality
$25.2M99,291 sh - 86.2
Quality
$24.6M21,329 sh - 79.6
Quality
$24.6M43,628 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 85.9#5 | $88.5M | 442,231 |
 Apple Inc.$AAPL | 76.4#84 | $75.8M | 261,856 |
 Alphabet Inc.$GOOG | 78.2#57 | $64.2M | 179,708 |
 MICROSOFT CORP$MSFT | 79.8 | $56.8M | 152,204 |
 AMAZON COM INC$AMZN | 68.7 | $44.2M | 185,611 |
 Broadcom Inc.$AVGO | 84.5 | $35.1M | 92,816 |
 VERIZON COMMUNICATIONS INC$VZ | 65.8 | $26.0M | 613,083 |
 JOHNSON & JOHNSON$JNJ | 69.0 | $25.2M | 99,291 |
 MICRON TECHNOLOGY INC$MU | 86.2 | $24.6M | 21,329 |
 Meta Platforms, Inc.$META | 79.6 | $24.6M | 43,628 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Meiji Yasuda Asset Management Co Ltd.'s 596 positions.
Showing top 10 of 596 holdings.
Sector Allocation
Technology
$714.4M
Industrials
$236.8M
Financials
$233.0M
Consumer Discretionary
$223.7M
Healthcare
$186.1M
Consumer Staples
$153.5M
Utilities
$129.3M
Materials
$125.2M
Top Holdings — Meiji Yasuda Asset Management Co Ltd. (Q2 2026)
Top 150 of 596 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $88.5M | 4.0% | -10% | 85.9 |
| 2 | $AAPL | Apple Inc. | $75.8M | 3.4% | -6% | 76.4 |
| 3 | $GOOG | Alphabet Inc. | $64.2M | 2.9% | -1% | 78.2 |
| 4 | $MSFT | MICROSOFT CORP | $56.8M | 2.6% | -1% | 79.8 |
| 5 | $AMZN | AMAZON COM INC | $44.2M | 2.0% | +0% | 68.7 |
| 6 | $AVGO | Broadcom Inc. | $35.1M | 1.6% | -6% | 84.5 |
| 7 | $VZ | VERIZON COMMUNICATIONS INC | $26.0M | 1.2% | +8% | 65.8 |
| 8 | $JNJ | JOHNSON & JOHNSON | $25.2M | 1.1% | -1% | 69 |
| 9 | $MU | MICRON TECHNOLOGY INC | $24.6M | 1.1% | +30% | 86.2 |
| 10 | $META | Meta Platforms, Inc. | $24.6M | 1.1% | -0% | 79.6 |
| 11 |  $JPM | JPMORGAN CHASE & CO | $24.3M | 1.1% | -2% | 70.7 |
| 12 |  $XOM.R34088 | EXXON MOBIL CORP | $24.1M | 1.1% | +1% | 57.9 |
| 13 |  $ABBV | AbbVie Inc. | $23.9M | 1.1% | -28% | 72.6 |
| 14 |  $PG | PROCTER & GAMBLE Co | $23.2M | 1.1% | +9% | 64.6 |
| 15 |  $KO | COCA COLA CO | $22.1M | 1.0% | -0% | 69.5 |
| 16 |  $V | VISA INC. | $22.0M | 1.0% | +1% | 82.9 |
| 17 |  $TSLA | Tesla, Inc. | $20.1M | 0.9% | +2% | 53.9 |
| 18 |  $NEE | NEXTERA ENERGY INC | $19.5M | 0.9% | +16% | 64.6 |
| 19 |  $RHI | ROBERT HALF INC. | $19.3M | 0.9% | -9% | 46.2 |
| 20 |  $EIX | EDISON INTERNATIONAL | $19.1M | 0.9% | +8% | 61.2 |
| 21 |  $LLY | ELI LILLY & Co | $17.9M | 0.8% | -2% | 87.5 |
| 22 |  $O | REALTY INCOME CORP | $17.2M | 0.8% | -1% | 73.7 |
| 23 |  $TXN | TEXAS INSTRUMENTS INC | $16.1M | 0.7% | -9% | 73.4 |
| 24 |  $WMT | Walmart Inc. | $15.8M | 0.7% | -15% | 60.2 |
| 25 |  $BBY | BEST BUY CO INC | $15.6M | 0.7% | -0% | 60.2 |
| 26 |  $AMCR | Amcor plc | $15.6M | 0.7% | -0% | — |
| 27 |  $BEN | FRANKLIN TEMPLETON INC | $15.5M | 0.7% | -10% | 57.9 |
| 28 |  $HD | HOME DEPOT, INC. | $15.4M | 0.7% | -1% | 60.3 |
| 29 |  $CSCO | CISCO SYSTEMS, INC. | $15.1M | 0.7% | +31% | 70.3 |
| 30 |  $TGT | TARGET CORP | $14.2M | 0.6% | -5% | 60.7 |
| 31 |  $KMB | KIMBERLY CLARK CORP | $14.2M | 0.6% | +2% | 58.7 |
| 32 |  $PEP | PEPSICO INC | $14.1M | 0.6% | -10% | 63.4 |
| 33 |  $UNH | UNITEDHEALTH GROUP INC | $13.8M | 0.6% | +15% | 62.7 |
| 34 |  $GWW | W.W. GRAINGER, INC. | $13.6M | 0.6% | +28% | 61.8 |
| 35 |  $GOOGL | Alphabet Inc. | $13.6M | 0.6% | +1% | 78.2 |
| 36 |  $SON | SONOCO PRODUCTS CO | $13.4M | 0.6% | -2% | 69 |
| 37 |  $CMI | CUMMINS INC | $13.2M | 0.6% | -21% | 58.1 |
| 38 |  $HRL | HORMEL FOODS CORP /DE/ | $13.1M | 0.6% | +8% | 51.8 |
| 39 |  $FRT | FEDERAL REALTY INVESTMENT TRUST | $12.7M | 0.6% | -1% | 69.9 |
| 40 |  $TROW | PRICE T ROWE GROUP INC | $12.4M | 0.6% | -6% | 69 |
| 41 |  $SJM | J M SMUCKER Co | $12.2M | 0.6% | +4% | 59.1 |
| 42 |  $MDT | Medtronic plc | $12.0M | 0.5% | +20% | 68.7 |
| 43 |  $TJX | TJX COMPANIES INC /DE/ | $11.8M | 0.5% | +1% | 68.7 |
| 44 |  $ES | EVERSOURCE ENERGY | $11.6M | 0.5% | +7% | 66.1 |
| 45 |  $SWK | STANLEY BLACK & DECKER, INC. | $11.5M | 0.5% | -4% | 58.7 |
| 46 |  $CLX | CLOROX CO /DE/ | $11.1M | 0.5% | +7% | 54.1 |
| 47 |  $ADM | Archer-Daniels-Midland Co | $11.0M | 0.5% | +7% | 50.7 |
| 48 |  $ED | CONSOLIDATED EDISON INC | $10.9M | 0.5% | +7% | 67.3 |
| 49 |  $C | CITIGROUP INC | $10.8M | 0.5% | -4% | 65 |
| 50 |  $PM | Philip Morris International Inc. | $10.7M | 0.5% | +29% | 75.9 |
| 51 |  $VRT | Vertiv Holdings Co | $10.7M | 0.5% | +50% | 81 |
| 52 |  $ESS | ESSEX PROPERTY TRUST, INC. | $10.7M | 0.5% | -1% | 64.2 |
| 53 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $10.4M | 0.5% | -4% | 52.1 |
| 54 |  $QCOM | QUALCOMM INC/DE | $10.3M | 0.5% | -0% | 70.5 |
| 55 |  $AMAT | APPLIED MATERIALS INC /DE | $10.2M | 0.5% | +258% | 72.3 |
| 56 |  $BLK | BlackRock, Inc. | $10.2M | 0.5% | -2% | 70 |
| 57 |  $AXP | AMERICAN EXPRESS CO | $10.1M | 0.5% | -3% | 69.4 |
| 58 |  $AMD | ADVANCED MICRO DEVICES INC | $10.0M | 0.5% | +67% | 79.8 |
| 59 |  $LIN | LINDE PLC | $9.8M | 0.4% | +24% | — |
| 60 |  $SNDK | Sandisk Corp | $9.7M | 0.4% | -15% | 87.7 |
| 61 |  $EOG | EOG RESOURCES INC | $9.7M | 0.4% | +15% | 71.9 |
| 62 |  $WELL | WELLTOWER INC. | $9.5M | 0.4% | +4% | 59.8 |
| 63 |  $CL | COLGATE PALMOLIVE CO | $9.5M | 0.4% | +6% | 61.3 |
| 64 |  $ADP | AUTOMATIC DATA PROCESSING INC | $9.4M | 0.4% | +27% | 69.8 |
| 65 |  $SR | SPIRE INC | $9.3M | 0.4% | +4% | 43 |
| 66 |  $PII | Polaris Inc. | $9.1M | 0.4% | -8% | 32.4 |
| 67 |  $APD | Air Products & Chemicals, Inc. | $9.1M | 0.4% | +1% | 46.4 |
| 68 |  $WTRG | Essential Utilities, Inc. | $9.0M | 0.4% | +6% | 68.1 |
| 69 |  $USB | US BANCORP \DE\ | $9.0M | 0.4% | -26% | 65.3 |
| 70 |  $SPGI | S&P Global Inc. | $9.0M | 0.4% | +35% | 76.1 |
| 71 |  $RSG | REPUBLIC SERVICES, INC. | $8.9M | 0.4% | +1% | 62.3 |
| 72 |  $GEV | GE Vernova Inc. | $8.8M | 0.4% | -2% | 81.1 |
| 73 |  $AVA | AVISTA CORP | $8.7M | 0.4% | +3% | 54.2 |
| 74 |  $ELS | EQUITY LIFESTYLE PROPERTIES INC | $8.5M | 0.4% | -1% | 64.2 |
| 75 |  $NET | Cloudflare, Inc. | $8.4M | 0.4% | +34% | 56.4 |
| 76 |  $OGS | ONE Gas, Inc. | $8.4M | 0.4% | +2% | — |
| 77 |  $SYY | SYSCO CORP | $8.2M | 0.4% | -1% | 54.7 |
| 78 |  $ECL | ECOLAB INC. | $8.1M | 0.4% | -22% | 63.3 |
| 79 |  $ITW | ILLINOIS TOOL WORKS INC | $8.1M | 0.4% | -2% | 63.6 |
| 80 |  $SCHW | SCHWAB CHARLES CORP | $8.0M | 0.4% | +5% | 79.4 |
| 81 |  $MRK | Merck & Co., Inc. | $7.9M | 0.4% | -1% | 59.9 |
| 82 |  $INTC | INTEL CORP | $7.9M | 0.4% | +406% | 45.6 |
| 83 |  $PLTR | Palantir Technologies Inc. | $7.8M | 0.3% | +2% | 84.6 |
| 84 |  $ARM | ARM HOLDINGS PLC /UK | $7.8M | 0.3% | +38% | — |
| 85 |  $ABT | ABBOTT LABORATORIES | $7.7M | 0.3% | +6% | 65.5 |
| 86 |  $AME | AMETEK INC/ | $7.7M | 0.3% | +3% | 69.7 |
| 87 |  $PPG | PPG INDUSTRIES INC | $7.6M | 0.3% | -1% | 59.1 |
| 88 |  $BRK.B | BERKSHIRE HATHAWAY INC | $7.6M | 0.3% | -1% | 73.8 |
| 89 |  $CAT | CATERPILLAR INC | $7.5M | 0.3% | -40% | 66.5 |
| 90 |  $CVX | CHEVRON CORP | $7.5M | 0.3% | -2% | 62.8 |
| 91 |  $KEYS | Keysight Technologies, Inc. | $7.4M | 0.3% | -2% | 71.4 |
| 92 |  $PANW | Palo Alto Networks Inc | $7.3M | 0.3% | -44% | 65.5 |
| 93 |  $LRCX | LAM RESEARCH CORP | $7.1M | 0.3% | +44% | 79.4 |
| 94 |  $BKNG | Booking Holdings Inc. | $7.1M | 0.3% | +1739% | 58.5 |
| 95 |  $EMR | EMERSON ELECTRIC CO | $7.0M | 0.3% | +14% | 65.3 |
| 96 |  $FAST | FASTENAL CO | $7.0M | 0.3% | +2% | 66.9 |
| 97 |  $AEIS | ADVANCED ENERGY INDUSTRIES INC | $7.0M | 0.3% | +26% | 61.7 |
| 98 |  $PWR | QUANTA SERVICES, INC. | $6.8M | 0.3% | -4% | 72.1 |
| 99 |  $NFG | NATIONAL FUEL GAS CO | $6.8M | 0.3% | +12% | 67.8 |
| 100 |  $MCHP | MICROCHIP TECHNOLOGY INC | $6.8M | 0.3% | -17% | 52.9 |
| 101 |  $AFL | AFLAC INC | $6.6M | 0.3% | -3% | 61.3 |
| 102 |  $AWR | AMERICAN STATES WATER CO | $6.5M | 0.3% | -11% | 52.4 |
| 103 |  $HEI.A | HEICO CORP | $6.4M | 0.3% | -3% | 75.6 |
| 104 |  $RTX | RTX Corp | $6.4M | 0.3% | +158% | 73.2 |
| 105 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $6.4M | 0.3% | +914% | 73.3 |
| 106 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $6.4M | 0.3% | -6% | 70 |
| 107 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $6.3M | 0.3% | +43% | 75.4 |
| 108 |  $NOW | ServiceNow, Inc. | $6.3M | 0.3% | +39% | 72.9 |
| 109 |  $BMI | BADGER METER INC | $6.3M | 0.3% | +8% | 61 |
| 110 |  $WFC | WELLS FARGO & COMPANY/MN | $6.3M | 0.3% | +6% | 61.8 |
| 111 |  $LOW | LOWES COMPANIES INC | $6.3M | 0.3% | -2% | 60.8 |
| 112 |  $THG | HANOVER INSURANCE GROUP, INC. | $6.3M | 0.3% | -1% | 66.6 |
| 113 |  $ABM | ABM INDUSTRIES INC /DE/ | $6.2M | 0.3% | -1% | 56.1 |
| 114 |  $WLK | WESTLAKE CORP | $6.0M | 0.3% | +4% | 32.3 |
| 115 |  $CWT | CALIFORNIA WATER SERVICE GROUP | $6.0M | 0.3% | -8% | 63.4 |
| 116 |  $BMY | BRISTOL MYERS SQUIBB CO | $5.9M | 0.3% | +68% | 70.4 |
| 117 |  $PLD | Prologis, Inc. | $5.9M | 0.3% | -1% | 68.3 |
| 118 |  $R | RYDER SYSTEM INC | $5.8M | 0.3% | -8% | 57.8 |
| 119 |  $DDOG | Datadog, Inc. | $5.8M | 0.3% | -3% | 71.4 |
| 120 |  $SRE | SEMPRA | $5.7M | 0.3% | -1% | 41.9 |
| 121 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $5.7M | 0.3% | -11% | 60.2 |
| 122 |  $MO | ALTRIA GROUP, INC. | $5.7M | 0.3% | +7% | 67.4 |
| 123 |  $DE | DEERE & CO | $5.6M | 0.3% | -3% | 55.4 |
| 124 |  $WDC | WESTERN DIGITAL CORP | $5.6M | 0.3% | -24% | 80.7 |
| 125 |  $ESI | Element Solutions Inc | $5.6M | 0.3% | -3% | 46.2 |
| 126 |  $NKE | NIKE, Inc. | $5.6M | 0.3% | +15% | 49.3 |
| 127 |  $ADI | ANALOG DEVICES INC | $5.6M | 0.3% | -41% | 79.2 |
| 128 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $5.6M | 0.3% | -48% | — |
| 129 |  $TTC | TORO CO | $5.5M | 0.3% | +2% | 60.6 |
| 130 |  $UTHR | UNITED THERAPEUTICS Corp | $5.4M | 0.2% | +17% | 71.3 |
| 131 |  $MKC | MCCORMICK & CO INC | $5.4M | 0.2% | +0% | 67.6 |
| 132 |  $RPM | RPM INTERNATIONAL INC/DE/ | $5.3M | 0.2% | -4% | 59.6 |
| 133 |  $CRWD | CrowdStrike Holdings, Inc. | $5.2M | 0.2% | -24% | 67.7 |
| 134 |  $RMBS | RAMBUS INC | $5.1M | 0.2% | -2% | 70.2 |
| 135 |  $ANET | Arista Networks, Inc. | $5.1M | 0.2% | -7% | 81.9 |
| 136 |  $MCD | MCDONALDS CORP | $5.0M | 0.2% | -4% | 69 |
| 137 |  $NFLX | NETFLIX INC | $5.0M | 0.2% | +1% | 78.8 |
| 138 |  $COR | Cencora, Inc. | $4.9M | 0.2% | +4% | 61.1 |
| 139 | — | EVERPURE INC - CL A | $4.9M | 0.2% | -2% | — |
| 140 |  $EW | Edwards Lifesciences Corp | $4.8M | 0.2% | +32% | 69.4 |
| 141 |  $BDX | BECTON DICKINSON & CO | $4.8M | 0.2% | +3% | 59 |
| 142 |  $CSX | CSX CORP | $4.7M | 0.2% | +2% | 65.2 |
| 143 |  $ISRG | INTUITIVE SURGICAL INC | $4.7M | 0.2% | -2% | 79.9 |
| 144 |  $WST | WEST PHARMACEUTICAL SERVICES INC | $4.6M | 0.2% | -8% | 64.4 |
| 145 |  $CB | Chubb Ltd | $4.6M | 0.2% | +2% | — |
| 146 |  $WM | WASTE MANAGEMENT INC | $4.6M | 0.2% | +5% | 67.6 |
| 147 |  $COST | COSTCO WHOLESALE CORP /NEW | $4.6M | 0.2% | +3% | 66.2 |
| 148 |  $ACN | Accenture plc | $4.5M | 0.2% | -0% | — |
| 149 |  $KLAC | KLA CORP | $4.4M | 0.2% | +560% | 78.6 |
| 150 |  $AMGN | AMGEN INC | $4.4M | 0.2% | -0% | 79.2 |
New Positions (64)
$BRO BROWN & BROWN, INC.$3.3M
$DOC HEALTHPEAK PROPERTIES, INC.$3.2M
$ALGN ALIGN TECHNOLOGY INC$2.5M
$SITM SITIME Corp$2.4M
$LITE Lumentum Holdings Inc.$2.2M
$BE Bloom Energy Corp$1.8M
$HONA Honeywell Aerospace Inc.$1.7M
$CRH CRH PUBLIC LTD CO$1.4M
$EQT EQT Corp$1.3M
$FDXF FedEx Freight Holding Company, Inc.$1.0M
$XYL Xylem Inc.$603,344
$CDE Coeur Mining, Inc.$426,784
$ROKU ROKU, INC$419,393
$DD DuPont de Nemours, Inc.$382,098
$SMTC SEMTECH CORP$348,787Exited Positions (16)
$CTRA Coterra Energy Inc.
$SOLV Solventum Corp
$FLEX FLEX LTD.
$ACGL ARCH CAPITAL GROUP LTD.
$GEN Gen Digital Inc.
$VLTO Veralto Corp
$GDDY GoDaddy Inc.
$CINF CINCINNATI FINANCIAL CORP
$DPZ DOMINOS PIZZA INC
$TDG TransDigm Group INC
$CCI CROWN CASTLE INC.
$DAR DARLING INGREDIENTS INC.
$DOCU DOCUSIGN, INC.
$BAH Booz Allen Hamilton Holding Corp
$ROL ROLLINS INCBrowse Top Institutional Investors
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