Meiji Yasuda Asset Management Co Ltd. — 13F Holdings & Portfolio
CIK 1491685 · latest 13F-HR filed 2026-08-13
Meiji Yasuda Asset Management Co Ltd. manages $2.22B in 13F-reported U.S. long-equity assets across 596 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (3.98%), AAPL (3.41%), GOOGL (2.89%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 65 new positions, exited 17, added to 291, and trimmed 132.
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.
CHIYODA-KU
TOKYO, M0 100-0004
$2.22B
Long-equity book
596
Distinct positions
2026-06-30
Filed 2026-08-13
+65 / −17 / ↑291 / ↓132
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MICRON TECHNOLOGY INC$19.1M +343.0%
- ALPHABET INC$11.8M +22.6%
- APPLIED MATLS INC$8.8M +658.0%
- ADVANCED MICRO DEVICES INC$7.9M +376.1%
- CISCO SYS INC$7.4M +97.8%
Top Trims
- EXXON MOBIL CORP-$5.4M -18.2%
- EATON CORP PLC-$5.2M -86.3%
- ABBVIE INC-$4.8M -16.8%
- WALMART INC-$4.5M -22.1%
- PEPSICO INC-$3.8M -21.4%
New Positions
- BROWN & BROWN INC$3.3M
- HEALTHPEAK PROPERTIES INC$3.2M
- ALIGN TECHNOLOGY INC$2.5M
- SITIME CORP$2.4M
- LUMENTUM HLDGS INC$2.2M
Exited Positions
- HONEYWELL INTL INC$3.6M
- COTERRA ENERGY INC$758.3K
- SOLVENTUM CORP$722.3K
- FLEXTRONICS INTL LTD$610.0K
- ARCH CAP GROUP LTD$317.6K
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 | NVIDIA CORPORATION | NVDA | 67066G104 | $88.5M | 3.98% | 442,231 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $75.8M | 3.41% | 261,856 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $64.2M | 2.89% | 179,708 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $56.8M | 2.56% | 152,204 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $44.2M | 1.99% | 185,611 | SH |
| 6 | BROADCOM INC | AVGO | 11135F101 | $35.1M | 1.58% | 92,816 | SH |
| 7 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $26.0M | 1.17% | 613,083 | SH |
| 8 | JOHNSON & JOHNSON | JNJ | 478160104 | $25.2M | 1.13% | 99,291 | SH |
| 9 | MICRON TECHNOLOGY INC | MU | 595112103 | $24.6M | 1.11% | 21,329 | SH |
| 10 | META PLATFORMS INC | META | 30303M102 | $24.6M | 1.11% | 43,628 | SH |
| 11 | JPMORGAN CHASE & CO | JPM | 46625H100 | $24.3M | 1.09% | 74,286 | SH |
| 12 | EXXON MOBIL CORP | XOM | 30231G102 | $24.1M | 1.08% | 176,081 | SH |
| 13 | ABBVIE INC | ABBV | 00287Y109 | $23.9M | 1.07% | 94,867 | SH |
| 14 | PROCTER & GAMBLE CO | PG | 742718109 | $23.2M | 1.05% | 158,414 | SH |
| 15 | COCA COLA CO | KO | 191216100 | $22.1M | 0.99% | 271,742 | SH |
| 16 | VISA INC | V | 92826C839 | $22.0M | 0.99% | 64,122 | SH |
| 17 | TESLA INC | TSLA | 88160R101 | $20.1M | 0.91% | 47,838 | SH |
| 18 | NEXTERA ENERGY INC | NEE | 65339F101 | $19.5M | 0.88% | 221,777 | SH |
| 19 | ROBERT HALF INC. | RHI | 770323103 | $19.3M | 0.87% | 630,248 | SH |
| 20 | EDISON INTL | EIX | 281020107 | $19.1M | 0.86% | 257,051 | SH |
| 21 | ELI LILLY & CO | LLY | 532457108 | $17.9M | 0.80% | 14,900 | SH |
| 22 | REALTY INCOME CORP | O | 756109104 | $17.2M | 0.77% | 277,646 | SH |
| 23 | TEXAS INSTRS INC | TXN | 882508104 | $16.1M | 0.73% | 54,051 | SH |
| 24 | WALMART INC | WMT | 931142103 | $15.8M | 0.71% | 139,817 | SH |
| 25 | BEST BUY INC | BBY | 086516101 | $15.6M | 0.70% | 205,846 | SH |
| 26 | AMCOR PLC | AMCR | G0250X149 | $15.6M | 0.70% | 358,828 | SH |
| 27 | FRANKLIN RESOURCES INC | BEN | 354613101 | $15.5M | 0.70% | 464,812 | SH |
| 28 | HOME DEPOT INC | HD | 437076102 | $15.4M | 0.69% | 43,761 | SH |
| 29 | CISCO SYS INC | CSCO | 17275R102 | $15.1M | 0.68% | 128,272 | SH |
| 30 | TARGET CORP | TGT | 87612E106 | $14.2M | 0.64% | 108,765 | SH |
| 31 | KIMBERLY-CLARK CORP | KMB | 494368103 | $14.2M | 0.64% | 129,031 | SH |
| 32 | PEPSICO INC | PEP | 713448108 | $14.1M | 0.64% | 104,454 | SH |
| 33 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $13.8M | 0.62% | 33,317 | SH |
| 34 | WW GRAINGER INC | GWW | 384802104 | $13.6M | 0.61% | 9,984 | SH |
| 35 | ALPHABET INC | GOOG | 02079K107 | $13.6M | 0.61% | 38,398 | SH |
| 36 | SONOCO PRODS CO | SON | 835495102 | $13.4M | 0.60% | 237,880 | SH |
| 37 | CUMMINS INC | CMI | 231021106 | $13.2M | 0.60% | 18,551 | SH |
| 38 | HORMEL FOODS CORP | HRL | 440452100 | $13.1M | 0.59% | 528,775 | SH |
| 39 | FEDERAL RLTY INVT TR NEW | FRT | 313745101 | $12.7M | 0.57% | 102,685 | SH |
| 40 | PRICE T ROWE GROUP INC | TROW | 74144T108 | $12.4M | 0.56% | 108,681 | SH |
| 41 | SMUCKER J M CO | SJM | 832696405 | $12.2M | 0.55% | 108,861 | SH |
| 42 | MEDTRONIC PLC | MDT | G5960L103 | $12.0M | 0.54% | 153,980 | SH |
| 43 | TJX COS INC NEW | TJX | 872540109 | $11.8M | 0.53% | 78,068 | SH |
| 44 | EVERSOURCE ENERGY | ES | 30040W108 | $11.6M | 0.52% | 160,564 | SH |
| 45 | STANLEY BLACK & DECKER INC | SWK | 854502101 | $11.5M | 0.52% | 122,407 | SH |
| 46 | CLOROX CO DEL | CLX | 189054109 | $11.1M | 0.50% | 116,079 | SH |
| 47 | ARCHER DANIELS MIDLAND CO | ADM | 039483102 | $11.0M | 0.49% | 143,458 | SH |
| 48 | CONSOLIDATED EDISON INC | ED | 209115104 | $10.9M | 0.49% | 98,231 | SH |
| 49 | CITIGROUP INC | C | 172967424 | $10.8M | 0.49% | 77,306 | SH |
| 50 | PHILIP MORRIS INTL INC | PM | 718172109 | $10.7M | 0.48% | 59,255 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $2.22B | 596 | 0001193125-26-347426 |
| 2026-03-31 | 2026-05-14 | $2.00B | 548 | 0001193125-26-223095 |
| 2025-12-31 | 2026-02-06 | $2.08B | 546 | 0001193125-26-041086 |
| 2025-09-30 | 2025-11-13 | $2.10B | 543 | 0001193125-25-278347 |