Top Institutional Investors

Meiji Yasuda Asset Management Co Ltd. — 13F Holdings & Portfolio

CIK 1491685 · latest 13F-HR filed 2026-08-13

Backtest portfolio

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 and exited 17; 291 existing positions rose in reported value and 132 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.

Loading holdings…
AUM
$2.22B

Long-equity book

Holdings
596

Distinct positions

Period
2026-06-30

Filed 2026-08-13

Q/Q Activity
+65 / −17 / ↑291 / ↓132

vs 2026-03-31

Portfolio charts

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

Portfolio map

Q2 26
NVDA4.0% · -10%AAPL3.4% · -6%GOOGL2.9% · -1%MSFT2.6% · -1%AMZN2.0% · +0%AVGO1.6% · -6%VZ1.2% · +8%JNJ1.1% · -1%MU1.1% · +30%META1.1% · -0%JPM1.1% · -2%XOM1.1% · +2%ABBV1.1% · -28%PG1.0% · +9%KO1.0% · -0%V1.0% · +1%TSLA0.9% · +2%NEE0.9% · +16%RHI0.9% · -9%EIX0.9% · +8%LLY0.8% · -2%O0.8% · -1%TXN0.7% · -9%WMT0.7% · -14%BBY0.7% · -0%AMCR0.7% · -0%BEN0.7% · -10%HD0.7% · -1%CSCO0.7% · +31%TGT0.6% · -5%KMB0.6% · +2%PEP0.6% · -10%UNH0.6% · +15%GWW0.6% · +28%GOOG0.6% · +1%SON0.6% · -2%CMI0.6% · -21%HRL0.6% · +8%FRT0.6% · -1%TROW0.6% · -6%SJM0.6% · +4%MDT0.5% · +20%TJX0.5% · +1%ES0.5% · +7%SWK0.5% · -4%CLX0.5% · +7%ADM0.5% · +7%ED0.5% · +7%C0.5% · -4%PM0.5% · +29%VRT0.5% · +50%ESS0.5% · -1%CHRW0.5% · -4%QCOM0.5% · -0%AMAT0.5% · +258%BLK0.5% · -2%AXP0.5% · -3%AMD0.5% · +67%LIN0.4% · +24%SNDK0.4% · -15%

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 = 20.9%

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.

Top Adds (vs prior quarter)

Show all 291 →

Top Trims

Show all 132 →

New Positions

Show all 65 →

Exited Positions

Show all 17 →

Meiji Yasuda Asset Management Co Ltd. 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 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
Filing History
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
Filer Information
Address
2-3-2 OTEMACHI
CHIYODA-KU
TOKYO, M0 100-0004
Phone
81-3-6700-4058
Filing Manager
Meiji Yasuda Asset Management Co Ltd.
Tokyo, M0
Signatory
Masahito Okamura
Director, Executive Officer