Meiji Yasuda America Inc
13F Reported Value
ⓘ$597.6M
Holdings
57
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Meiji Yasuda America Inc disclosed 57 positions worth $597.6M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 8.9% of the equity portfolio, followed by $AAPL and $GOOGL. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $LITE and a full exit from $WING. The portfolio is most concentrated in Technology (51.7% of disclosed assets). All figures are sourced directly from Meiji Yasuda America Inc’s Form 13F-HR filing with the SEC under CIK 2072353.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 85.9#5
Quality
$53.4M266,970 sh - 76.4#84
Quality
$39.5M136,631 sh - 78.2#57
Quality
$39.2M110,964 sh - 79.8
Quality
$32.8M87,835 sh - 86.2
Quality
$28.9M25,038 sh - 68.7
Quality
$26.4M110,623 sh - 84.5
Quality
$23.7M62,793 sh - 87.5
Quality
$18.3M15,267 sh - 70.7
Quality
$17.3M52,968 sh - 79.6
Quality
$15.0M26,695 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 85.9#5 | $53.4M | 266,970 |
 Apple Inc.$AAPL | 76.4#84 | $39.5M | 136,631 |
 Alphabet Inc.$GOOGL | 78.2#57 | $39.2M | 110,964 |
 MICROSOFT CORP$MSFT | 79.8 | $32.8M | 87,835 |
 MICRON TECHNOLOGY INC$MU | 86.2 | $28.9M | 25,038 |
 AMAZON COM INC$AMZN | 68.7 | $26.4M | 110,623 |
 Broadcom Inc.$AVGO | 84.5 | $23.7M | 62,793 |
 ELI LILLY & Co$LLY | 87.5 | $18.3M | 15,267 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $17.3M | 52,968 |
 Meta Platforms, Inc.$META | 79.6 | $15.0M | 26,695 |
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
$309.1M
Financials
$70.8M
Consumer Discretionary
$55.7M
Healthcare
$45.8M
Industrials
$38.8M
Consumer Staples
$24.1M
Utilities
$18.6M
Energy
$17.5M
Full Holdings — Meiji Yasuda America Inc (Q2 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 | $53.4M | 8.9% | +29% | 85.9 |
| 2 | $AAPL | Apple Inc. | $39.5M | 6.6% | +29% | 76.4 |
| 3 | $GOOGL | Alphabet Inc. | $39.2M | 6.6% | +28% | 78.2 |
| 4 | $MSFT | MICROSOFT CORP | $32.8M | 5.5% | +29% | 79.8 |
| 5 | $MU | MICRON TECHNOLOGY INC | $28.9M | 4.8% | +18% | 86.2 |
| 6 | $AMZN | AMAZON COM INC | $26.4M | 4.4% | +22% | 68.7 |
| 7 | $AVGO | Broadcom Inc. | $23.7M | 4.0% | +29% | 84.5 |
| 8 | $LLY | ELI LILLY & Co | $18.3M | 3.1% | +38% | 87.5 |
| 9 | $JPM | JPMORGAN CHASE & CO | $17.3M | 2.9% | +17% | 70.7 |
| 10 | $META | Meta Platforms, Inc. | $15.0M | 2.5% | +28% | 79.6 |
| 11 |  $PANW | Palo Alto Networks Inc | $14.9M | 2.5% | +29% | 65.5 |
| 12 |  $GE | GENERAL ELECTRIC CO | $14.5M | 2.4% | +27% | 73.8 |
| 13 |  $CAT | CATERPILLAR INC | $14.2M | 2.4% | +27% | 66.5 |
| 14 |  $GS | GOLDMAN SACHS GROUP INC | $12.7M | 2.1% | +15% | 73.5 |
| 15 |  $AMD | ADVANCED MICRO DEVICES INC | $12.1M | 2.0% | +29% | 79.8 |
| 16 |  $COP | CONOCOPHILLIPS | $11.4M | 1.9% | +26% | 70.2 |
| 17 |  $V | VISA INC. | $10.2M | 1.7% | +22% | 82.9 |
| 18 |  $AMAT | APPLIED MATERIALS INC /DE | $10.2M | 1.7% | +29% | 72.3 |
| 19 |  $AXP | AMERICAN EXPRESS CO | $9.7M | 1.6% | +22% | 69.4 |
| 20 |  $PM | Philip Morris International Inc. | $9.0M | 1.5% | +16% | 75.9 |
| 21 |  $WELL | WELLTOWER INC. | $8.8M | 1.5% | +14% | 59.8 |
| 22 |  $KO | COCA COLA CO | $8.3M | 1.4% | +16% | 69.5 |
| 23 |  $WMT | Walmart Inc. | $8.3M | 1.4% | +16% | 60.2 |
| 24 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $8.3M | 1.4% | +22% | — |
| 25 |  $CTVA | Corteva, Inc. | $6.8M | 1.1% | +42% | 47.2 |
| 26 |  $CB | Chubb Ltd | $6.7M | 1.1% | +22% | — |
| 27 |  $NEE | NEXTERA ENERGY INC | $6.7M | 1.1% | +18% | 64.6 |
| 28 |  $WM | WASTE MANAGEMENT INC | $6.5M | 1.1% | +27% | 67.6 |
| 29 |  $RTX | RTX Corp | $6.2M | 1.0% | +27% | 73.2 |
| 30 |  $UBER | Uber Technologies, Inc | $6.1M | 1.0% | +27% | 73.5 |
| 31 |  $WMB | WILLIAMS COMPANIES, INC. | $6.1M | 1.0% | +26% | 64.3 |
| 32 |  $TSLA | Tesla, Inc. | $5.9M | 1.0% | +22% | 53.9 |
| 33 |  $TJX | TJX COMPANIES INC /DE/ | $5.9M | 1.0% | +79% | 68.7 |
| 34 |  $HD | HOME DEPOT, INC. | $5.4M | 0.9% | +22% | 60.3 |
| 35 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $5.3M | 0.9% | +18% | 66.8 |
| 36 |  $GILD | GILEAD SCIENCES, INC. | $5.3M | 0.9% | +38% | 57.4 |
| 37 |  $PGR | PROGRESSIVE CORP/OH/ | $5.2M | 0.9% | +22% | 80.1 |
| 38 |  $ORLY | O REILLY AUTOMOTIVE INC | $4.9M | 0.8% | +22% | 67.4 |
| 39 |  $SHW | SHERWIN WILLIAMS CO | $4.9M | 0.8% | +42% | 61.3 |
| 40 |  $NOW | ServiceNow, Inc. | $4.9M | 0.8% | +29% | 72.9 |
| 41 |  $SPGI | S&P Global Inc. | $4.8M | 0.8% | +22% | 76.1 |
| 42 |  $AMGN | AMGEN INC | $4.8M | 0.8% | +38% | 79.2 |
| 43 |  $GEV | GE Vernova Inc. | $4.7M | 0.8% | +27% | 81.1 |
| 44 |  $SYK | STRYKER CORP | $4.4M | 0.7% | +38% | 72.1 |
| 45 |  $DE | DEERE & CO | $4.3M | 0.7% | +27% | 55.4 |
| 46 |  $ICE | Intercontinental Exchange, Inc. | $4.1M | 0.7% | +66% | 73.7 |
| 47 |  $UNH | UNITEDHEALTH GROUP INC | $3.5M | 0.6% | +38% | 62.7 |
| 48 |  $LITE | Lumentum Holdings Inc. | $3.3M | 0.6% | NEW | 44.3 |
| 49 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $3.2M | 0.5% | +38% | 65.1 |
| 50 |  $DIS | Walt Disney Co | $3.0M | 0.5% | +28% | 60.1 |
| 51 |  $BSX | BOSTON SCIENTIFIC CORP | $2.9M | 0.5% | +38% | 77.5 |
| 52 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $2.8M | 0.5% | +38% | 75.4 |
| 53 |  $DLR | DIGITAL REALTY TRUST, INC. | $2.8M | 0.5% | +14% | 72.8 |
| 54 |  $PODD | INSULET CORP | $2.7M | 0.4% | +38% | 71.3 |
| 55 |  $NFLX | NETFLIX INC | $2.6M | 0.4% | +28% | 78.8 |
| 56 |  $INTU | INTUIT INC. | $2.5M | 0.4% | +29% | 79.3 |
| 57 |  $ZTS | Zoetis Inc. | $1.1M | 0.2% | +38% | 68.6 |
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