Meiji Yasuda Life Insurance Co — 13F Holdings & Portfolio
CIK 1144492 · latest 13F-HR filed 2026-05-12
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
$2.93B
Long-equity book
Holdings
224
Distinct positions
Period
2026-03-31
Filed 2026-05-12
Q/Q Activity
+29 / −26 / ↑71 / ↓97
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$5.5M +24.9%
- ISHARES TR$4.5M +32.7%
- CATERPILLAR INC$1.5M +207.9%
- EXXON MOBIL CORP$1.3M +42.6%
- WW GRAINGER INC$1.1M +85.5%
Top Trims
- MICROSOFT CORP-$8.0M -24.7%
- APPLE INC-$3.4M -9.3%
- NVIDIA CORPORATION-$3.2M -7.4%
- ABBOTT LABORATORIES-$2.9M -93.0%
- AMAZON COM INC-$2.6M -12.6%
New Positions
- SELECT SECTOR SPDR TR$20.5M
- SELECT SECTOR SPDR TR$14.0M
- BLACKROCK ETF TRUST II ISHARES AAA$5.1M
- CLOUDFLARE INC$2.1M
- ADVANCED ENERGY INDS$1.8M
Exited Positions
- SPDR SERIES TRUST$458.1M
- SELECT SECTOR SPDR TR STATE STREET$22.8M
- ISHARES TR$20.2M
- SELECT SECTOR SPDR TR$15.2M
- ROPER TECHNOLOGIES INC$1.1M
All Holdings
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 | $2.08B | 71.23% | 19,120,368 | SH |
| 2 | VANGUARD SCOTTSDALE FDS | VCLT | 92206C813 | $211.7M | 7.23% | 2,833,000 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $40.3M | 1.38% | 231,218 | SH |
| 4 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $34.4M | 1.18% | 259,155 | SH |
| 5 | APPLE INC | AAPL | 037833100 | $33.4M | 1.14% | 131,431 | SH |
| 6 | ISHARES TR | IBDU | 46436E205 | $27.4M | 0.94% | 1,179,000 | SH |
| 7 | ALPHABET INC CAP STK | GOOGL | 02079K305 | $26.5M | 0.90% | 92,023 | SH |
| 8 | MICROSOFT CORP | MSFT | 594918104 | $24.3M | 0.83% | 65,534 | SH |
| 9 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $20.5M | 0.70% | 126,683 | SH |
| 10 | ISHARES TR | IBDS | 46435UAA9 | $18.3M | 0.63% | 755,000 | SH |
| 11 | AMAZON COM INC | AMZN | 023135106 | $18.1M | 0.62% | 86,755 | SH |
| 12 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $14.0M | 0.48% | 283,649 | SH |
| 13 | BROADCOM INC | AVGO | 11135F101 | $13.4M | 0.46% | 43,269 | SH |
| 14 | META PLATFORMS INC | META | 30303M102 | $11.9M | 0.41% | 20,856 | SH |
| 15 | JPMORGAN CHASE & CO | JPM | 46625H100 | $8.9M | 0.31% | 30,398 | SH |
| 16 | TESLA INC | TSLA | 88160R101 | $8.1M | 0.28% | 21,744 | SH |
| 17 | WALMART INC | WMT | 931142103 | $7.1M | 0.24% | 56,937 | SH |
| 18 | ELI LILLY & CO | LLY | 532457108 | $6.7M | 0.23% | 7,296 | SH |
| 19 | JOHNSON & JOHNSON | JNJ | 478160104 | $6.3M | 0.22% | 25,907 | SH |
| 20 | VISA INC | V | 92826C839 | $6.3M | 0.22% | 20,900 | SH |
| 21 | BLACKROCK ETF TRUST II ISHARES AAA | CLOA | 092528504 | $5.1M | 0.17% | 98,000 | SH |
| 22 | ABBVIE INC | ABBV | 00287Y109 | $4.8M | 0.16% | 22,176 | SH |
| 23 | EXXON MOBIL CORP | XOM | 30231G102 | $4.5M | 0.15% | 26,510 | SH |
| 24 | MICRON TECHNOLOGY INC | MU | 595112103 | $4.4M | 0.15% | 13,096 | SH |
| 25 | TJX COS INC NEW | TJX | 872540109 | $4.4M | 0.15% | 27,625 | SH |
| 26 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $4.3M | 0.15% | 8,918 | SH |
| 27 | CITIGROUP INC | C | 172967424 | $4.2M | 0.14% | 36,791 | SH |
| 28 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $4.2M | 0.14% | 4,180 | SH |
| 29 | NETFLIX INC. | NFLX | 64110L106 | $4.1M | 0.14% | 42,682 | SH |
| 30 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $4.0M | 0.14% | 27,160 | SH |
| 31 | HOME DEPOT INC | HD | 437076102 | $3.9M | 0.13% | 11,789 | SH |
| 32 | LINDE PLC | LIN | G54950103 | $3.9M | 0.13% | 7,767 | SH |
| 33 | WELLS FARGO & CO | WFC | 949746101 | $3.8M | 0.13% | 47,123 | SH |
| 34 | PROCTER & GAMBLE CO | PG | 742718109 | $3.7M | 0.13% | 25,717 | SH |
| 35 | PHILIP MORRIS INTL INC | PM | 718172109 | $3.6M | 0.12% | 21,746 | SH |
| 36 | COCA COLA CO | KO | 191216100 | $3.6M | 0.12% | 46,854 | SH |
| 37 | NEXTERA ENERGY INC | NEE | 65339F101 | $3.2M | 0.11% | 33,927 | SH |
| 38 | CUMMINS INC | CMI | 231021106 | $3.1M | 0.11% | 5,764 | SH |
| 39 | ALPHABET INC CAP STK | GOOG | 02079K107 | $3.0M | 0.10% | 10,544 | SH |
| 40 | LAM RESEARCH CORP | LRCX | 512807306 | $3.0M | 0.10% | 14,150 | SH |
| 41 | BLACKROCK INC | BLK | 09290D101 | $2.9M | 0.10% | 2,971 | SH |
| 42 | WELLTOWER INC | WELL | 95040Q104 | $2.9M | 0.10% | 14,450 | SH |
| 43 | VERTIV HOLDINGS CO | VRT | 92537N108 | $2.8M | 0.09% | 11,085 | SH |
| 44 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $2.8M | 0.09% | 659 | SH |
| 45 | QUANTA SVCS INC | PWR | 74762E102 | $2.8M | 0.09% | 5,030 | SH |
| 46 | FEDEX CORP | FDX | 31428X106 | $2.7M | 0.09% | 7,708 | SH |
| 47 | GE VERNOVA INC | GEV | 36828A101 | $2.7M | 0.09% | 3,138 | SH |
| 48 | EOG RES INC | EOG | 26875P101 | $2.7M | 0.09% | 18,946 | SH |
| 49 | ORACLE CORP | ORCL | 68389X105 | $2.7M | 0.09% | 18,515 | SH |
| 50 | AMERICAN EXPRESS CO | AXP | 025816109 | $2.7M | 0.09% | 8,893 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |