Meiji Yasuda America Inc
13F Reported Value
ⓘ$404.4M
Holdings
57
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Meiji Yasuda America Inc disclosed 57 positions worth $404.4M in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 8.9% of the equity portfolio, followed by $AAPL and $MSFT. During the quarter the fund opened 2 new positions and exited 1 — including a new stake in $RTX and a full exit from $DAL. The portfolio is most concentrated in Technology (45.9% of disclosed assets). All figures are sourced directly from Meiji Yasuda America Inc’s Form 13F-HR filing with the SEC under CIK 2072353.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 90.2#1
Quality
$36.1M207,211 sh - 76.1#112
Quality
$26.9M106,048 sh - 83.7#15
Quality
$25.2M68,175 sh - 80.2
Quality
$24.9M86,814 sh - 74.6
Quality
$18.9M90,918 sh - 86.4
Quality
$15.1M48,739 sh - 35.6
Quality
$13.3M45,314 sh - 80.9
Quality
$11.9M20,886 sh - 74.8
Quality
$11.5M86,896 sh - 89.3
Quality
$10.2M11,072 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 90.2#1 | $36.1M | 207,211 |
 Apple Inc.$AAPL | 76.1#112 | $26.9M | 106,048 |
 MICROSOFT CORP$MSFT | 83.7#15 | $25.2M | 68,175 |
 Alphabet Inc.$GOOGL | 80.2 | $24.9M | 86,814 |
 AMAZON COM INC$AMZN | 74.6 | $18.9M | 90,918 |
 Broadcom Inc.$AVGO | 86.4 | $15.1M | 48,739 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $13.3M | 45,314 |
 Meta Platforms, Inc.$META | 80.9 | $11.9M | 20,886 |
 CONOCOPHILLIPS$COP | 74.8 | $11.5M | 86,896 |
 ELI LILLY & Co$LLY | 89.3 | $10.2M | 11,072 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Meiji Yasuda America Inc's 57 positions.
Showing top 10 of 57 holdings.
Sector Allocation
Technology
$185.7M
Financials
$53.4M
Consumer Discretionary
$43.5M
Healthcare
$31.7M
Industrials
$25.6M
Consumer Staples
$18.5M
Energy
$16.2M
Utilities
$15.7M
Full Holdings — Meiji Yasuda America Inc (Q1 2026)
All 57 disclosed positions 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 | $36.1M | 8.9% | -1% | 90.2 |
| 2 | $AAPL | Apple Inc. | $26.9M | 6.7% | -1% | 76.1 |
| 3 | $MSFT | MICROSOFT CORP | $25.2M | 6.2% | -1% | 83.7 |
| 4 | $GOOGL | Alphabet Inc. | $24.9M | 6.2% | -1% | 80.2 |
| 5 | $AMZN | AMAZON COM INC | $18.9M | 4.7% | -1% | 74.6 |
| 6 | $AVGO | Broadcom Inc. | $15.1M | 3.7% | -1% | 86.4 |
| 7 | $JPM | JPMORGAN CHASE & CO | $13.3M | 3.3% | -1% | 35.6 |
| 8 | $META | Meta Platforms, Inc. | $11.9M | 3.0% | -18% | 80.9 |
| 9 | $COP | CONOCOPHILLIPS | $11.5M | 2.8% | +6% | 74.8 |
| 10 | $LLY | ELI LILLY & Co | $10.2M | 2.5% | +3% | 89.3 |
| 11 |  $GS | GOLDMAN SACHS GROUP INC | $9.3M | 2.3% | -1% | — |
| 12 |  $GE | GENERAL ELECTRIC CO | $8.7M | 2.1% | -1% | 74.8 |
| 13 |  $WMT | Walmart Inc. | $7.8M | 1.9% | -19% | 63.2 |
| 14 |  $CAT | CATERPILLAR INC | $7.5M | 1.9% | -15% | 67.8 |
| 15 |  $V | VISA INC. | $7.4M | 1.8% | -1% | 83.5 |
| 16 |  $MU | MICRON TECHNOLOGY INC | $7.2M | 1.8% | -1% | 88.4 |
| 17 |  $PM | Philip Morris International Inc. | $7.1M | 1.8% | -1% | 80.5 |
| 18 |  $AXP | AMERICAN EXPRESS CO | $7.1M | 1.8% | -1% | 73.2 |
| 19 |  $KO | COCA COLA CO | $6.7M | 1.6% | -1% | 74 |
| 20 |  $WELL | WELLTOWER INC. | $6.7M | 1.6% | +13% | 75.7 |
| 21 |  $NEE | NEXTERA ENERGY INC | $6.0M | 1.5% | -8% | 71.7 |
| 22 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $5.9M | 1.5% | +25% | — |
| 23 |  $PANW | Palo Alto Networks Inc | $5.4M | 1.4% | -1% | 66.5 |
| 24 |  $WM | WASTE MANAGEMENT INC | $5.3M | 1.3% | -1% | 70.7 |
| 25 |  $CB | Chubb Ltd | $5.3M | 1.3% | -1% | — |
| 26 |  $RTX | RTX Corp | $4.9M | 1.2% | NEW | 70 |
| 27 |  $UBER | Uber Technologies, Inc | $4.8M | 1.2% | -1% | 79.3 |
| 28 |  $WMB | WILLIAMS COMPANIES, INC. | $4.7M | 1.2% | -1% | 72.8 |
| 29 |  $CTVA | Corteva, Inc. | $4.7M | 1.2% | -1% | 48.4 |
| 30 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $4.3M | 1.1% | -10% | 75.4 |
| 31 |  $TSLA | Tesla, Inc. | $4.3M | 1.1% | -1% | 50.1 |
| 32 |  $GILD | GILEAD SCIENCES, INC. | $4.2M | 1.1% | +22% | 77.8 |
| 33 |  $HD | HOME DEPOT, INC. | $4.2M | 1.0% | -1% | 69.2 |
| 34 |  $SPGI | S&P Global Inc. | $4.1M | 1.0% | -1% | 79.4 |
| 35 |  $ORLY | O REILLY AUTOMOTIVE INC | $4.0M | 1.0% | -1% | 72.7 |
| 36 |  $NOW | ServiceNow, Inc. | $4.0M | 1.0% | -1% | 76 |
| 37 |  $PGR | PROGRESSIVE CORP/OH/ | $3.9M | 0.9% | -1% | 83.6 |
| 38 |  $AMAT | APPLIED MATERIALS INC /DE | $3.7M | 0.9% | -1% | 74.8 |
| 39 |  $TJX | TJX COMPANIES INC /DE/ | $3.5M | 0.9% | -1% | 70.7 |
| 40 |  $AMGN | AMGEN INC | $3.4M | 0.8% | -1% | 79.5 |
| 41 |  $SYK | STRYKER CORP | $3.3M | 0.8% | -1% | 69.8 |
| 42 |  $AMD | ADVANCED MICRO DEVICES INC | $3.3M | 0.8% | -1% | 78.8 |
| 43 |  $INTU | INTUIT INC. | $3.2M | 0.8% | -1% | 82 |
| 44 |  $SHW | SHERWIN WILLIAMS CO | $3.2M | 0.8% | -1% | 65.3 |
| 45 |  $ICE | Intercontinental Exchange, Inc. | $3.2M | 0.8% | -1% | 73.8 |
| 46 |  $BSX | BOSTON SCIENTIFIC CORP | $3.1M | 0.8% | -1% | 79.9 |
| 47 |  $DE | DEERE & CO | $3.0M | 0.7% | NEW | 57.4 |
| 48 |  $GEV | GE Vernova Inc. | $2.8M | 0.7% | -51% | 70.1 |
| 49 |  $NFLX | NETFLIX INC | $2.7M | 0.7% | +80% | 86.7 |
| 50 |  $PODD | INSULET CORP | $2.7M | 0.7% | -1% | 70.4 |
| 51 |  $DLR | DIGITAL REALTY TRUST, INC. | $2.4M | 0.6% | -27% | 70.2 |
| 52 |  $DIS | Walt Disney Co | $2.3M | 0.6% | -1% | 68.9 |
| 53 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $2.3M | 0.6% | -1% | 63.7 |
| 54 |  $WING | Wingstop Inc. | $1.9M | 0.5% | +19% | 75.1 |
| 55 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $1.9M | 0.5% | -1% | 76.6 |
| 56 |  $UNH | UNITEDHEALTH GROUP INC | $1.6M | 0.4% | -1% | 66.8 |
| 57 |  $ZTS | Zoetis Inc. | $1.3M | 0.3% | -1% | 72.6 |
Exited Positions (1)
$DAL DELTA AIR LINES, INC.Browse Top Institutional Investors
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