Meiji Yasuda Asset Management Co Ltd.
Sector Allocation
- Technology31.2%$692.9M
- Financials10.7%$237.5M
- Industrials10.2%$226.6M
- Consumer Discretionary9.0%$200.2M
- Consumer Staples9.0%$199.7M
- Healthcare9.0%$199.1M
- Utilities5.8%$129.3M
- Materials5.2%$116.5M
- Energy4.0%$88.8M
- Real Estate3.7%$82.3M
AUM History
13fpro.ai/research/fund/meiji-yasuda-asset-management-co-ltd-1491685
Conviction and streaks
Diversifying · top 10 = 20.9%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 — Q2 2026
NVDA
$88.5MAAPL
$75.8MGOOGL
$64.2MMSFT
$56.8MAMZN
$44.2MAVGO
$35.1MVZ
$26.0MJNJ
$25.2MMU
$24.6MMETA
$24.6MJPM
$24.3MXOM.R34088
$24.1MABBV
$23.9MPG
$23.2MKO
$22.1MV
$22.0MTSLA
$20.1MNEE
$19.5MRHI
$19.3MEIX
$19.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/meiji-yasuda-asset-management-co-ltd-1491685
Meiji Yasuda Asset Management Co Ltd. 13F holdings — Q2 2026
$2.2B portfolio (+10.9% QoQ) · 596 holdings · Q2 2026 13F · top 10 are 21% of the stock portfolio
$88.5M
4.0% of stocks
-10%This quarter-4.1%Since filed10+ qtrsHeld$75.8M
3.4% of stocks
-6%This quarter+12.7%Since filed10+ qtrsHeld$64.2M
2.9% of stocks
-1%This quarter-8.7%Since filed10+ qtrsHeld$56.8M
2.6% of stocks
-0.6%This quarter+7.2%Since filed10+ qtrsHeld$44.2M
2.0% of stocks
+0.2%This quarter-6.0%Since filed10+ qtrsHeld$35.1M
1.6% of stocks
-6%This quarter-21.2%Since filed10+ qtrsHeld$26.0M
1.2% of stocks
+8%This quarter-10.6%Since filed10+ qtrsHeld$25.2M
1.1% of stocks
-1%This quarter+1.6%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$24.6M
1.1% of stocks
+30%This quarter-4.9%Since filed10+ qtrsHeld$24.6M
1.1% of stocks
-0.4%This quarter+6.0%Since filed10+ qtrsHeld
All holdings — Meiji Yasuda Asset Management Co Ltd. (Q2 2026)
596 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 | JPMORGAN CHASE & CO | Financials | $24.3M | 1.1% | 74K | -2% | 10+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | EXXON MOBIL CORP | Energy | $24.1M | 1.1% | 176K | +1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | AbbVie Inc. | Healthcare | $23.9M | 1.1% | 95K | -28% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | PROCTER & GAMBLE Co | Consumer Staples | $23.2M | 1.1% | 158K | +9% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | COCA COLA CO | Consumer Staples | $22.1M | 1.0% | 272K | -0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | VISA INC. | Financials | $22.0M | 1.0% | 64K | +0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Tesla, Inc. | Consumer Discretionary | $20.1M | 0.9% | 48K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | NEXTERA ENERGY INC | Utilities | $19.5M | 0.9% | 222K | +16% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | ROBERT HALF INC. | Industrials | $19.3M | 0.9% | 630K | -9% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | EDISON INTERNATIONAL | Utilities | $19.1M | 0.9% | 257K | +8% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | ELI LILLY & Co | Healthcare | $17.9M | 0.8% | 15K | -2% | 10+ qtrsTrimmed 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | REALTY INCOME CORP | Real Estate | $17.2M | 0.8% | 278K | -0.7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | TEXAS INSTRUMENTS INC | Technology | $16.1M | 0.7% | 54K | -9% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Walmart Inc. | Consumer Staples | $15.8M | 0.7% | 140K | -15% | 10+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | BEST BUY CO INC | Consumer Discretionary | $15.6M | 0.7% | 206K | -0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $AMCR | Amcor plc | Consumer Discretionary | $15.6M | 0.7% | 359K | -0.2% | |||
| 27 | $BEN | FRANKLIN TEMPLETON INC | Financials | $15.5M | 0.7% | 465K | -10% | |||
| 28 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $15.4M | 0.7% | 44K | -1% | |||
| 29 | $CSCO | CISCO SYSTEMS, INC. | Technology | $15.1M | 0.7% | 128K | +31% | |||
| 30 | $TGT | TARGET CORP | Consumer Staples | $14.2M | 0.6% | 109K | -5% | |||
| 31 | $KMB | KIMBERLY CLARK CORP | Materials | $14.2M | 0.6% | 129K | +2% | |||
| 32 | $PEP | PEPSICO INC | Consumer Staples | $14.1M | 0.6% | 104K | -10% | |||
| 33 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $13.8M | 0.6% | 33K | +15% | |||
| 34 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $13.6M | 0.6% | 9,984 | +28% | |||
| 35 | $GOOG | Alphabet Inc. | Technology | $13.6M | 0.6% | 38K | +0.7% | |||
| 36 | $SON | SONOCO PRODUCTS CO | Materials | $13.4M | 0.6% | 238K | -2% | |||
| 37 | $CMI | CUMMINS INC | Industrials | $13.2M | 0.6% | 19K | -21% | |||
| 38 | $HRL | HORMEL FOODS CORP /DE/ | Consumer Staples | $13.1M | 0.6% | 529K | +8% | |||
| 39 | $FRT | FEDERAL REALTY INVESTMENT TRUST | Real Estate | $12.7M | 0.6% | 103K | -1% | |||
| 40 | $TROW | PRICE T ROWE GROUP INC | Financials | $12.4M | 0.6% | 109K | -6% | |||
| 41 | $SJM | J M SMUCKER Co | Consumer Staples | $12.2M | 0.6% | 109K | +4% | |||
| 42 | $MDT | Medtronic plc | Healthcare | $12.0M | 0.5% | 154K | +20% | |||
| 43 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $11.8M | 0.5% | 78K | +1% | |||
| 44 | $ES | EVERSOURCE ENERGY | Utilities | $11.6M | 0.5% | 161K | +7% | |||
| 45 | $SWK | STANLEY BLACK & DECKER, INC. | Industrials | $11.5M | 0.5% | 122K | -4% | |||
| 46 | $CLX | CLOROX CO /DE/ | Consumer Staples | $11.1M | 0.5% | 116K | +7% | |||
| 47 | $ADM | Archer-Daniels-Midland Co | Consumer Staples | $11.0M | 0.5% | 143K | +7% | |||
| 48 | $ED | CONSOLIDATED EDISON INC | Utilities | $10.9M | 0.5% | 98K | +7% | |||
| 49 | $C | CITIGROUP INC | Financials | $10.8M | 0.5% | 77K | -4% | |||
| 50 | $PM | Philip Morris International Inc. | Consumer Staples | $10.7M | 0.5% | 59K | +29% | |||
| 51 | $VRT | Vertiv Holdings Co | Technology | $10.7M | 0.5% | 32K | +50% | |||
| 52 | $ESS | ESSEX PROPERTY TRUST, INC. | Real Estate | $10.7M | 0.5% | 37K | -1% | |||
| 53 | $CHRW | C. H. ROBINSON WORLDWIDE, INC. | Industrials | $10.4M | 0.5% | 55K | -4% | |||
| 54 | $QCOM | QUALCOMM INC/DE | Technology | $10.3M | 0.5% | 56K | -0.5% | |||
| 55 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $10.2M | 0.5% | 14K | +258% | |||
| 56 | $BLK | BlackRock, Inc. | Financials | $10.2M | 0.5% | 11K | -2% | |||
| 57 | $AXP | AMERICAN EXPRESS CO | Financials | $10.1M | 0.5% | 30K | -3% | |||
| 58 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $10.0M | 0.5% | 17K | +67% | |||
| 59 | $LIN | LINDE PLC | Materials | $9.8M | 0.4% | 19K | +24% | |||
| 60 | $SNDK | Sandisk Corp | Technology | $9.7M | 0.4% | 4,273 | -15% | |||
| 61 | $EOG | EOG RESOURCES INC | Energy | $9.7M | 0.4% | 75K | +15% | |||
| 62 | $WELL | WELLTOWER INC. | Real Estate | $9.5M | 0.4% | 42K | +4% | |||
| 63 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $9.5M | 0.4% | 104K | +6% | |||
| 64 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $9.4M | 0.4% | 42K | +27% | |||
| 65 | $SR | SPIRE INC | Energy | $9.3M | 0.4% | 119K | +4% | |||
| 66 | $PII | Polaris Inc. | Industrials | $9.1M | 0.4% | 133K | -8% | |||
| 67 | $APD | Air Products & Chemicals, Inc. | Materials | $9.1M | 0.4% | 31K | +0.8% | |||
| 68 | $WTRG | Essential Utilities, Inc. | Utilities | $9.0M | 0.4% | 236K | +6% | |||
| 69 | $USB | US BANCORP \DE\ | Financials | $9.0M | 0.4% | 150K | -26% | |||
| 70 | $SPGI | S&P Global Inc. | Financials | $9.0M | 0.4% | 22K | +35% | |||
| 71 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $8.9M | 0.4% | 42K | +1% | |||
| 72 | $GEV | GE Vernova Inc. | Industrials | $8.8M | 0.4% | 7,517 | -2% | |||
| 73 | $AVA | AVISTA CORP | Utilities | $8.7M | 0.4% | 212K | +3% | |||
| 74 | $ELS | EQUITY LIFESTYLE PROPERTIES INC | Real Estate | $8.5M | 0.4% | 132K | -0.9% | |||
| 75 | $NET | Cloudflare, Inc. | Technology | $8.4M | 0.4% | 34K | +34% | |||
| 76 | $OGS | ONE Gas, Inc. | Energy | $8.4M | 0.4% | 108K | +2% | |||
| 77 | $SYY | SYSCO CORP | Consumer Discretionary | $8.2M | 0.4% | 99K | -1% | |||
| 78 | $ECL | ECOLAB INC. | Materials | $8.1M | 0.4% | 29K | -22% | |||
| 79 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $8.1M | 0.4% | 30K | -2% | |||
| 80 | $SCHW | SCHWAB CHARLES CORP | Financials | $8.0M | 0.4% | 87K | +5% | |||
| 81 | $MRK | Merck & Co., Inc. | Healthcare | $7.9M | 0.4% | 62K | -1.0% | |||
| 82 | $INTC | INTEL CORP | Technology | $7.9M | 0.4% | 57K | +406% | |||
| 83 | $PLTR | Palantir Technologies Inc. | Technology | $7.8M | 0.3% | 67K | +2% | |||
| 84 | $ARM | ARM HOLDINGS PLC /UK | Technology | $7.8M | 0.3% | 22K | +38% | |||
| 85 | $ABT | ABBOTT LABORATORIES | Healthcare | $7.7M | 0.3% | 85K | +6% | |||
| 86 | $AME | AMETEK INC/ | Industrials | $7.7M | 0.3% | 32K | +3% | |||
| 87 | $PPG | PPG INDUSTRIES INC | Materials | $7.6M | 0.3% | 63K | -0.6% | |||
| 88 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $7.6M | 0.3% | 15K | -0.5% | |||
| 89 | $CAT | CATERPILLAR INC | Industrials | $7.5M | 0.3% | 7,005 | -40% | |||
| 90 | $CVX | CHEVRON CORP | Energy | $7.5M | 0.3% | 45K | -2% | |||
| 91 | $KEYS | Keysight Technologies, Inc. | Technology | $7.4M | 0.3% | 21K | -2% | |||
| 92 | $PANW | Palo Alto Networks Inc | Technology | $7.3M | 0.3% | 21K | -44% | |||
| 93 | $LRCX | LAM RESEARCH CORP | Technology | $7.1M | 0.3% | 16K | +44% | |||
| 94 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $7.1M | 0.3% | 40K | +1739% | |||
| 95 | $EMR | EMERSON ELECTRIC CO | Industrials | $7.0M | 0.3% | 49K | +14% | |||
| 96 | $FAST | FASTENAL CO | Industrials | $7.0M | 0.3% | 146K | +2% | |||
| 97 | $AEIS | ADVANCED ENERGY INDUSTRIES INC | Technology | $7.0M | 0.3% | 19K | +26% | |||
| 98 | $PWR | QUANTA SERVICES, INC. | Industrials | $6.8M | 0.3% | 9,496 | -4% | |||
| 99 | $NFG | NATIONAL FUEL GAS CO | Energy | $6.8M | 0.3% | 88K | +12% | |||
| 100 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $6.8M | 0.3% | 75K | -17% | |||
| 101 | $AFL | AFLAC INC | Financials | $6.6M | 0.3% | 57K | -3% | |||
| 102 | $AWR | AMERICAN STATES WATER CO | Utilities | $6.5M | 0.3% | 79K | -11% | |||
| 103 | $HEI.A | HEICO CORP | Industrials | $6.4M | 0.3% | 25K | -3% | |||
| 104 | $RTX | RTX Corp | Industrials | $6.4M | 0.3% | 34K | +158% | |||
| 105 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $6.4M | 0.3% | 4,635 | +914% | |||
| 106 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $6.4M | 0.3% | 23K | -6% | |||
| 107 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $6.3M | 0.3% | 13K | +43% | |||
| 108 | $NOW | ServiceNow, Inc. | Technology | $6.3M | 0.3% | 64K | +39% | |||
| 109 | $BMI | BADGER METER INC | Technology | $6.3M | 0.3% | 42K | +8% | |||
| 110 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $6.3M | 0.3% | 76K | +6% | |||
| 111 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $6.3M | 0.3% | 28K | -2% | |||
| 112 | $THG | HANOVER INSURANCE GROUP, INC. | Financials | $6.3M | 0.3% | 29K | -1% | |||
| 113 | $ABM | ABM INDUSTRIES INC /DE/ | Industrials | $6.2M | 0.3% | 141K | -1% | |||
| 114 | $WLK | WESTLAKE CORP | Materials | $6.0M | 0.3% | 83K | +4% | |||
| 115 | $CWT | CALIFORNIA WATER SERVICE GROUP | Utilities | $6.0M | 0.3% | 124K | -8% | |||
| 116 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $5.9M | 0.3% | 103K | +68% | |||
| 117 | $PLD | Prologis, Inc. | Real Estate | $5.9M | 0.3% | 43K | -0.9% | |||
| 118 | $R | RYDER SYSTEM INC | Consumer Discretionary | $5.8M | 0.3% | 22K | -8% | |||
| 119 | $DDOG | Datadog, Inc. | Technology | $5.8M | 0.3% | 22K | -3% | |||
| 120 | $SRE | SEMPRA | Utilities | $5.7M | 0.3% | 62K | -1% | |||
| 121 | $JBHT | HUNT J B TRANSPORT SERVICES INC | Industrials | $5.7M | 0.3% | 20K | -11% | |||
| 122 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $5.7M | 0.3% | 79K | +7% | |||
| 123 | $DE | DEERE & CO | Industrials | $5.6M | 0.3% | 8,902 | -3% | |||
| 124 | $WDC | WESTERN DIGITAL CORP | Technology | $5.6M | 0.3% | 8,811 | -24% | |||
| 125 | $ESI | Element Solutions Inc | Materials | $5.6M | 0.3% | 117K | -3% | |||
| 126 | $NKE | NIKE, Inc. | Consumer Discretionary | $5.6M | 0.3% | 137K | +15% | |||
| 127 | $ADI | ANALOG DEVICES INC | Technology | $5.6M | 0.3% | 14K | -41% | |||
| 128 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $5.6M | 0.3% | 12K | -48% | |||
| 129 | $TTC | TORO CO | Industrials | $5.5M | 0.3% | 56K | +2% | |||
| 130 | $UTHR | UNITED THERAPEUTICS Corp | Healthcare | $5.4M | 0.2% | 9,979 | +17% | |||
| 131 | $MKC | MCCORMICK & CO INC | Consumer Staples | $5.4M | 0.2% | 106K | +0.2% | |||
| 132 | $RPM | RPM INTERNATIONAL INC/DE/ | Materials | $5.3M | 0.2% | 48K | -4% | |||
| 133 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $5.2M | 0.2% | 6,839 | -24% | |||
| 134 | $RMBS | RAMBUS INC | Technology | $5.1M | 0.2% | 39K | -2% | |||
| 135 | $ANET | Arista Networks, Inc. | Technology | $5.1M | 0.2% | 30K | -7% | |||
| 136 | $MCD | MCDONALDS CORP | Consumer Discretionary | $5.0M | 0.2% | 19K | -4% | |||
| 137 | $NFLX | NETFLIX INC | Communication Services | $5.0M | 0.2% | 70K | +0.8% | |||
| 138 | $COR | Cencora, Inc. | Consumer Staples | $4.9M | 0.2% | 17K | +4% | |||
| 139 | — | EVERPURE INC - CL A | — | $4.9M | 0.2% | 62K | -2% | |||
| 140 | $EW | Edwards Lifesciences Corp | Healthcare | $4.8M | 0.2% | 53K | +32% | |||
| 141 | $BDX | BECTON DICKINSON & CO | Healthcare | $4.8M | 0.2% | 31K | +3% | |||
| 142 | $CSX | CSX CORP | Industrials | $4.7M | 0.2% | 99K | +2% | |||
| 143 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $4.7M | 0.2% | 12K | -2% | |||
| 144 | $WST | WEST PHARMACEUTICAL SERVICES INC | Healthcare | $4.6M | 0.2% | 13K | -8% | |||
| 145 | $CB | Chubb Ltd | Financials | $4.6M | 0.2% | 14K | +2% | |||
| 146 | $WM | WASTE MANAGEMENT INC | Utilities | $4.6M | 0.2% | 20K | +5% | |||
| 147 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $4.6M | 0.2% | 4,867 | +3% | |||
| 148 | $ACN | Accenture plc | Technology | $4.5M | 0.2% | 36K | -0.0% | |||
| 149 | $KLAC | KLA CORP | Technology | $4.4M | 0.2% | 15K | +560% | |||
| 150 | $AMGN | AMGEN INC | Healthcare | $4.4M | 0.2% | 12K | -0.4% |
What changed in Q2 2026
Against the previous quarter's 13F: 64 new, 205 added to, 230 trimmed, 16 sold out. Share-count changes; largest moves by dollar size first.
New positions (64)
$BROBROWN & BROWN, INC.$3.3M
first bought this quarter
$DOCHEALTHPEAK PROPERTIES, INC.$3.2M
first bought this quarter
$ALGNALIGN TECHNOLOGY INC$2.5M
first bought this quarter
$SITMSITIME Corp$2.4M
first bought this quarter
$LITELumentum Holdings Inc.$2.2M
first bought this quarter
$BEBloom Energy Corp$1.8M
first bought this quarter
+58 more in the Excel export
Added to (205)
$AMATAPPLIED MATERIALS INC /DE+258%
now $10.2M · held 10+ qtrs
$BKNGBooking Holdings Inc.+1739%
now $7.1M · held 10+ qtrs
$INTCINTEL CORP+406%
now $7.9M · held 10+ qtrs
$MPWRMONOLITHIC POWER SYSTEMS, INC.+914%
now $6.4M · held 10+ qtrs
now $24.6M · held 10+ qtrs
$WATWATERS CORP /DE/+1223%
now $4.3M · held 2 qtrs, 2 adds in a row
+199 more in the Excel export
Trimmed (230)
now $88.5M · held 10+ qtrs, 8 trims in a row
now $23.9M · held 10+ qtrs, 2 trims in a row
$ETNEaton Corp plc-88%
now $833K
$PANWPalo Alto Networks Inc-44%
now $7.3M · held 10+ qtrs, 2 trims in a row
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD-48%
now $5.6M · held 10+ qtrs, 3 trims in a row
$CATCATERPILLAR INC-40%
now $7.5M · held 10+ qtrs
+224 more in the Excel export
Holdings by quarter
Every 13F Meiji Yasuda Asset Management Co Ltd. has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow Meiji Yasuda Asset Management Ltd.?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Meiji Yasuda Asset Management Ltd.'s top 20 holdings: 74/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-1.7%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 26% over the last 4
Top 10 weight
21%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
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 Q1 2024 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 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 $GOOGL. 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 (31.2% 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.
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AI-Powered Hedge Fund Analysis: Meiji Yasuda Asset Management Co Ltd.
13F Pro is an AI hedge fund tracker and stock research platform. For Meiji Yasuda Asset Management Co Ltd. (SEC CIK: 1491685), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Meiji Yasuda Asset Management Co Ltd.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.