Meiji Yasuda Life Insurance Co — 13F Holdings & Portfolio
CIK 1144492 · latest 13F-HR filed 2026-08-13
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, exited 23, added to 99, and trimmed 61.
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.
TOKYO, M0 100-0005
$3.01B
Long-equity book
231
Distinct positions
2026-06-30
Filed 2026-08-13
+30 / −23 / ↑99 / ↓61
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SELECT SECTOR SPDR TR$20.6M +59.7%
- MICRON TECHNOLOGY INC$9.5M +215.5%
- ALPHABET INC CAP STK$5.6M +21.0%
- ADVANCED MICRO DEVICES INC$4.1M +165.7%
- LAM RESEARCH CORP$3.8M +126.9%
Top Trims
- SELECT SECTOR SPDR TR-$6.5M -31.6%
- MCKESSON CORP-$1.5M -87.7%
- BOSTON SCIENTIFIC CORP-$1.4M -68.4%
- EXXON MOBIL CORP-$1.2M -27.0%
- NETFLIX INC.-$1.2M -29.4%
New Positions
- INTEL CORP$3.3M
- SELECT SECTOR SPDR TR$2.4M
- ISHARES TR$2.3M
- ISHARES TR$1.8M
- WATERS CORP$1.6M
Exited Positions
- CARLISLE COS INC$1.6M
- HONEYWELL INTL INC$1.6M
- STRYKER CORPORATION$833.6K
- ZOETIS INC$755.5K
- MOTOROLA SOLUTIONS INC$677.4K
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 |
| 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 |