Meiji Yasuda America Inc
Sector Allocation
- Technology51.0%$389.2M
- Financials11.4%$86.8M
- Healthcare8.4%$64.2M
- Consumer Discretionary7.6%$57.8M
- Industrials7.1%$54.4M
- Consumer Staples5.3%$40.6M
- Energy3.2%$24.6M
- Utilities2.6%$19.7M
- Real Estate1.8%$13.8M
- Communication Services0.9%$7.2M
AUM History
13fpro.ai/research/fund/meiji-yasuda-america-inc-2072353
Conviction and streaks
Concentrating · top 10 = 52.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
NVDA
$75.7MAAPL
$56.5MMSFT
$55.9MGOOG
$46.9MAMZN
$34.2MMU
$33.1MAVGO
$27.4MMETA
$24.0MLLY
$22.5MJPM
$21.9MPANW
$21.6MAMD
$15.9MCOP
$15.5MGE
$14.9MGS
$14.2MV
$13.4MCAT
$13.3MPM
$12.1MKO
$11.2MAXP
$10.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/meiji-yasuda-america-inc-2072353
Meiji Yasuda America Inc 13F holdings — Q3 2026
$764.0M portfolio (+27.9% QoQ) · 57 holdings · Q3 2026 13F · top 10 are 52% of the stock portfolio
$75.7M
9.9% of stocks
+24%This quarter+1.8%Since filed4+ qtrsHeld$56.5M
7.4% of stocks
+24%This quarter-1.2%Since filed4+ qtrsHeld$55.9M
7.3% of stocks
+24%This quarter+2.2%Since filed4+ qtrsHeld$46.9M
6.1% of stocks
+24%This quarter-2.0%Since filed4+ qtrsHeld$34.2M
4.5% of stocks
+24%This quarter-0.5%Since filed4+ qtrsHeld$33.1M
4.3% of stocks
+24%This quarter+5.5%Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$27.4M
3.6% of stocks
+24%This quarter+1.8%Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$24.0M
3.1% of stocks
+24%This quarter-2.8%Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$22.5M
2.9% of stocks
+27%This quarter-2.1%Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$21.9M
2.9% of stocks
+25%This quarter-0.7%Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
All holdings — Meiji Yasuda America Inc (Q3 2026)
57 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Palo Alto Networks Inc | Technology | $21.6M | 2.8% | 54K | +24% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | ADVANCED MICRO DEVICES INC | Technology | $15.9M | 2.1% | 26K | +24% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | CONOCOPHILLIPS | Energy | $15.5M | 2.0% | 124K | +13% | 4+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | GENERAL ELECTRIC CO | Industrials | $14.9M | 1.9% | 48K | +23% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | GOLDMAN SACHS GROUP INC | Financials | $14.2M | 1.9% | 16K | +25% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | VISA INC. | Financials | $13.4M | 1.8% | 37K | +25% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | CATERPILLAR INC | Industrials | $13.3M | 1.7% | 16K | +23% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Philip Morris International Inc. | Consumer Staples | $12.1M | 1.6% | 63K | +27% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | COCA COLA CO | Consumer Staples | $11.2M | 1.5% | 130K | +27% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | AMERICAN EXPRESS CO | Financials | $10.9M | 1.4% | 36K | +25% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | WELLTOWER INC. | Real Estate | $10.6M | 1.4% | 46K | +19% | 4+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Walmart Inc. | Consumer Staples | $9.6M | 1.3% | 93K | +27% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | APPLIED MATERIALS INC /DE | Technology | $9.0M | 1.2% | 18K | +24% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ROYAL CARIBBEAN CRUISES LTD | Industrials | $8.6M | 1.1% | 32K | +24% | 4+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | ServiceNow, Inc. | Technology | $8.2M | 1.1% | 61K | +24% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $CB | Chubb Ltd | Financials | $8.0M | 1.1% | 25K | +25% | |||
| 27 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $8.0M | 1.0% | 53K | +27% | |||
| 28 | $CTVA | Corteva, Inc. | Consumer Staples | $7.7M | 1.0% | 99K | +24% | |||
| 29 | $RTX | RTX Corp | Industrials | $7.4M | 1.0% | 40K | +23% | |||
| 30 | $WM | WASTE MANAGEMENT INC | Utilities | $7.4M | 1.0% | 36K | +23% | |||
| 31 | $UBER | Uber Technologies, Inc | Technology | $7.1M | 0.9% | 104K | +23% | |||
| 32 | $NEE | NEXTERA ENERGY INC | Utilities | $6.9M | 0.9% | 91K | +19% | |||
| 33 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $6.4M | 0.8% | 48K | +24% | |||
| 34 | $ICE | Intercontinental Exchange, Inc. | Financials | $6.3M | 0.8% | 42K | +25% | |||
| 35 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $6.3M | 0.8% | 17K | +106% | |||
| 36 | $TSLA | Tesla, Inc. | Consumer Discretionary | $6.2M | 0.8% | 17K | +24% | |||
| 37 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $6.2M | 0.8% | 30K | +25% | |||
| 38 | $SPGI | S&P Global Inc. | Financials | $5.9M | 0.8% | 15K | +25% | |||
| 39 | $SHW | SHERWIN WILLIAMS CO | Materials | $5.7M | 0.8% | 18K | +24% | |||
| 40 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $5.6M | 0.7% | 66K | +24% | |||
| 41 | $DE | DEERE & CO | Industrials | $5.5M | 0.7% | 8,238 | +23% | |||
| 42 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $5.5M | 0.7% | 46K | +19% | |||
| 43 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $5.5M | 0.7% | 8,081 | +27% | |||
| 44 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $5.4M | 0.7% | 19K | +24% | |||
| 45 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $5.2M | 0.7% | 76K | -8% | |||
| 46 | $SYK | STRYKER CORP | Healthcare | $4.9M | 0.6% | 18K | +27% | |||
| 47 | $GEV | GE Vernova Inc. | Industrials | $4.7M | 0.6% | 4,952 | +23% | |||
| 48 | $MDLN | Medline Inc. | Healthcare | $4.7M | 0.6% | 135K | New | |||
| 49 | $LITE | Lumentum Holdings Inc. | Technology | $4.6M | 0.6% | 4,734 | +24% | |||
| 50 | $AMGN | AMGEN INC | Healthcare | $4.5M | 0.6% | 11K | -19% | |||
| 51 | $EW | Edwards Lifesciences Corp | Healthcare | $4.1M | 0.5% | 48K | New | |||
| 52 | $DIS | Walt Disney Co | Communication Services | $4.0M | 0.5% | 39K | +24% | |||
| 53 | $VLO | VALERO ENERGY CORP/TX | Energy | $3.9M | 0.5% | 10K | New | |||
| 54 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $3.8M | 0.5% | 7,286 | +27% | |||
| 55 | $INTU | INTUIT INC. | Technology | $3.3M | 0.4% | 12K | +24% | |||
| 56 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $3.2M | 0.4% | 18K | +19% | |||
| 57 | $NFLX | NETFLIX INC | Communication Services | $3.1M | 0.4% | 45K | +24% |
What changed in Q3 2026
Against the previous quarter's 13F: 3 new, 52 added to, 2 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
Added to (52)
now $75.7M · held 4+ qtrs, 2 adds in a row
now $56.5M · held 4+ qtrs, 2 adds in a row
now $55.9M · held 4+ qtrs, 2 adds in a row
now $46.9M · held 4+ qtrs, 2 adds in a row
now $34.2M · held 4+ qtrs, 2 adds in a row
now $33.1M · held 4+ qtrs, 2 adds in a row
+46 more in the Excel export
Trimmed (2)
Holdings by quarter
Every 13F Meiji Yasuda America Inc has filed, 3 earlier quarters. Pick one to see what it held then.
Is it too late to follow Meiji Yasuda America?
Q3 2026 13F filed with the SEC on Oct 22, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Meiji Yasuda America's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+0.4%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter
Top 10 weight
52%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Meiji Yasuda America Inc disclosed 57 positions worth $764.0M in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 9.9% of the equity portfolio, followed by $AAPL and $MSFT. During the quarter the fund opened 3 new positions and exited 3 — including a new stake in $MDLN and a full exit from $BSX. The portfolio is most concentrated in Technology (51.0% of disclosed assets). All figures are sourced directly from Meiji Yasuda America Inc’s Form 13F-HR filing with the SEC under CIK 2072353.
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