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Meiji Yasuda Life Insurance Co — 13F Holdings & Portfolio

CIK 1144492 · latest 13F-HR filed 2026-08-13

Backtest portfolio

Meiji Yasuda Life Insurance Co manages $3.01B in 13F-reported U.S. long-equity assets across 231 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are LQD (69.19%), VCLT (7.07%), XLK (1.82%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 30 new positions and exited 23; 99 existing positions rose in reported value and 61 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$3.01B

Long-equity book

Holdings
231

Distinct positions

Period
2026-06-30

Filed 2026-08-13

Q/Q Activity
+30 / −23 / ↑99 / ↓61

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
LQD69.2% · 0%VCLT7.1% · 0%XLK1.8% · +11%NVDA1.4% · -10%AAPL1.2% · -7%GOOGL1.1% · -3%IBDU1.0% · +12%MSFT0.8% · -4%IBDS0.7% · +15%AMZN0.7% · -4%AVGO0.5% · -3%XLF0.5% · +1%XLI0.5% · -40%MU0.5% · -8%META0.4% · -4%JPM0.3% · -3%TSLA0.3% · -1%LLY0.3% · -1%V0.2% · -4%LRCX0.2% · +12%AMD0.2% · -7%JNJ0.2% · -9%WMT0.2% · -8%CLOA0.2% · 0%ABBV0.2% · -15%C0.2% · -9%BRK.B0.1% · -7%HD0.1% · -0%VRT0.1% · +7%UNH0.1% · +69%PM0.1% · +1%WFC0.1% · +1%COST0.1% · 0%TJX0.1% · -7%CMI0.1% · -7%KO0.1% · -2%MRVL0.1% · -16%PG0.1% · -2%CAT0.1% · +7%WELL0.1% · +9%PWR0.1% · -3%INTC0.1% · newPANW0.1% · -14%LIN0.1% · -18%GEV0.1% · -11%XOM0.1% · -9%GOOG0.1% · -14%GWW0.1% · +7%NET0.1% · +26%ARM0.1% · +13%NEE0.1% · +1%AXP0.1% · -4%GE0.1% · -5%NFLX0.1% · -5%PLTR0.1% · -10%BLK0.1% · 0%ANET0.1% · -8%ORCL0.1% · -1%MA0.1% · +18%EOG0.1% · +9%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 84.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Meiji Yasuda Life Insurance Co Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR LQD 464287242 $2.09B 69.19% 19,120,368 SH
2 VANGUARD SCOTTSDALE FDS VCLT 92206C813 $213.2M 7.07% 2,833,000 SH
3 SELECT SECTOR SPDR TR XLK 81369Y803 $55.0M 1.82% 288,666 SH
4 NVIDIA CORPORATION NVDA 67066G104 $41.9M 1.39% 209,312 SH
5 APPLE INC AAPL 037833100 $35.4M 1.17% 122,367 SH
6 ALPHABET INC CAP STK GOOGL 02079K305 $32.0M 1.06% 89,580 SH
7 ISHARES TR IBDU 46436E205 $30.5M 1.01% 1,315,000 SH
8 MICROSOFT CORP MSFT 594918104 $23.5M 0.78% 62,967 SH
9 ISHARES TR IBDS 46435UAA9 $21.0M 0.70% 866,000 SH
10 AMAZON COM INC AMZN 023135106 $19.9M 0.66% 83,300 SH
11 BROADCOM INC AVGO 11135F101 $15.9M 0.53% 41,975 SH
12 SELECT SECTOR SPDR TR XLF 81369Y605 $15.4M 0.51% 287,368 SH
13 SELECT SECTOR SPDR TR XLI 81369Y704 $14.0M 0.46% 75,641 SH
14 MICRON TECHNOLOGY INC MU 595112103 $14.0M 0.46% 12,092 SH
15 META PLATFORMS INC META 30303M102 $11.3M 0.37% 20,007 SH
16 JPMORGAN CHASE & CO JPM 46625H100 $9.7M 0.32% 29,517 SH
17 TESLA INC TSLA 88160R101 $9.0M 0.30% 21,433 SH
18 ELI LILLY & CO LLY 532457108 $8.7M 0.29% 7,224 SH
19 VISA INC V 92826C839 $6.9M 0.23% 20,067 SH
20 LAM RESEARCH CORP LRCX 512807306 $6.9M 0.23% 15,832 SH
21 ADVANCED MICRO DEVICES INC AMD 007903107 $6.6M 0.22% 11,290 SH
22 JOHNSON & JOHNSON JNJ 478160104 $6.0M 0.20% 23,591 SH
23 WALMART INC WMT 931142103 $5.9M 0.20% 52,431 SH
24 BLACKROCK ETF TRUST II ISHARES AAA CLOA 092528504 $5.1M 0.17% 98,000 SH
25 ABBVIE INC ABBV 00287Y109 $4.8M 0.16% 18,918 SH
26 CITIGROUP INC C 172967424 $4.7M 0.15% 33,364 SH
27 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $4.2M 0.14% 8,317 SH
28 HOME DEPOT INC HD 437076102 $4.1M 0.14% 11,740 SH
29 VERTIV HOLDINGS CO VRT 92537N108 $4.0M 0.13% 11,867 SH
30 UNITEDHEALTH GROUP INC UNH 91324P102 $4.0M 0.13% 9,529 SH
31 PHILIP MORRIS INTL INC PM 718172109 $4.0M 0.13% 21,882 SH
32 WELLS FARGO & CO WFC 949746101 $3.9M 0.13% 47,434 SH
33 COSTCO WHOLESALE CORPORATION COST 22160K105 $3.9M 0.13% 4,181 SH
34 TJX COS INC NEW TJX 872540109 $3.9M 0.13% 25,811 SH
35 CUMMINS INC CMI 231021106 $3.8M 0.13% 5,359 SH
36 COCA COLA CO KO 191216100 $3.7M 0.12% 46,030 SH
37 MARVELL TECHNOLOGY INC MRVL 573874104 $3.7M 0.12% 12,554 SH
38 PROCTER & GAMBLE CO PG 742718109 $3.7M 0.12% 25,193 SH
39 CATERPILLAR INC CAT 149123101 $3.6M 0.12% 3,376 SH
40 WELLTOWER INC WELL 95040Q104 $3.6M 0.12% 15,694 SH
41 QUANTA SVCS INC PWR 74762E102 $3.5M 0.12% 4,865 SH
42 INTEL CORP INTC 458140100 $3.3M 0.11% 23,960 SH
43 PALO ALTO NETWORKS INC PANW 697435105 $3.3M 0.11% 9,749 SH
44 LINDE PLC LIN G54950103 $3.3M 0.11% 6,369 SH
45 GE VERNOVA INC GEV 36828A101 $3.3M 0.11% 2,801 SH
46 EXXON MOBIL CORP XOM 30231G102 $3.3M 0.11% 24,009 SH
47 ALPHABET INC CAP STK GOOG 02079K107 $3.2M 0.11% 9,012 SH
48 WW GRAINGER INC GWW 384802104 $3.1M 0.10% 2,303 SH
49 CLOUDFLARE INC NET 18915M107 $3.1M 0.10% 12,645 SH
50 ARM HOLDINGS PLC ARM 042068205 $3.1M 0.10% 8,669 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $3.01B 231 0001193125-26-349164
2026-03-31 2026-05-12 $2.93B 224 0001193125-26-219009
2025-12-31 2026-02-11 $3.45B 221 0001193125-26-046765
2025-09-30 2025-11-13 $3.48B 224 0001193125-25-278358
Filer Information
Address
2-1-1, MARUNOUCHI,CHIYODA-KU
TOKYO, M0 100-0005
Phone
81-3-3283-9142
Filing Manager
Meiji Yasuda Life Insurance Co
TOKYO, M0
Signatory
Momoe Kato
Group Manager