Meiji Yasuda Asset Management Co Ltd. — 13F Holdings & Portfolio
CIK 1491685 · latest 13F-HR filed 2026-05-14
Meiji Yasuda Asset Management Co Ltd. manages $2.00B in 13F-reported U.S. long-equity assets across 548 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (4.27%), AAPL (3.52%), MSFT (2.83%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 38 new positions, exited 36, added to 197, and trimmed 221.
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.
$2.00B
Long-equity book
548
Distinct positions
2026-03-31
Filed 2026-05-14
+38 / −36 / ↑197 / ↓221
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ROBERT HALF INC.$13.9M +373.6%
- TARGET CORP$7.2M +108.4%
- EXXON MOBIL CORP$6.9M +30.6%
- EDISON INTL$6.6M +60.7%
- CLOROX CO DEL$6.2M +124.0%
Top Trims
- MICROSOFT CORP-$22.5M -28.4%
- NVIDIA CORPORATION-$10.1M -10.5%
- ABBOTT LABORATORIES-$9.9M -54.5%
- APPLE INC-$9.4M -11.8%
- ABBVIE INC-$9.4M -24.7%
New Positions
- AMCOR PLC$14.3M
- WESTLAKE CORPORATION$9.3M
- AVISTA CORP$8.3M
- POLARIS INC$7.9M
- CLOUDFLARE INC CL A$5.3M
Exited Positions
- UGI CORP NEW$16.2M
- AMCOR PLC$11.6M
- NEW JERSEY RES CORP$6.1M
- HOST HOTELS & RESORTS INC$2.5M
- NASDAQ INC$1.1M
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 | $85.6M | 4.27% | 491,008 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $70.4M | 3.52% | 277,548 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $56.7M | 2.83% | 153,105 | SH |
| 4 | ALPHABET INC | GOOGL | 02079K305 | $52.4M | 2.61% | 182,127 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $38.6M | 1.93% | 185,297 | SH |
| 6 | BROADCOM INC | AVGO | 11135F101 | $30.6M | 1.53% | 98,854 | SH |
| 7 | EXXON MOBIL CORP | XOM | 30231G102 | $29.4M | 1.47% | 173,484 | SH |
| 8 | ABBVIE INC | ABBV | 00287Y109 | $28.7M | 1.43% | 131,878 | SH |
| 9 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $28.5M | 1.42% | 567,161 | SH |
| 10 | META PLATFORMS INC | META | 30303M102 | $25.1M | 1.25% | 43,810 | SH |
| 11 | JOHNSON & JOHNSON | JNJ | 478160104 | $24.5M | 1.23% | 100,424 | SH |
| 12 | JPMORGAN CHASE & CO | JPM | 46625H100 | $22.3M | 1.11% | 75,818 | SH |
| 13 | PROCTER & GAMBLE CO | PG | 742718109 | $21.1M | 1.05% | 145,905 | SH |
| 14 | COCA COLA CO | KO | 191216100 | $20.7M | 1.03% | 271,758 | SH |
| 15 | WALMART INC | WMT | 931142103 | $20.3M | 1.01% | 163,550 | SH |
| 16 | VISA INC | V | 92826C839 | $19.3M | 0.96% | 63,731 | SH |
| 17 | PEPSICO INC | PEP | 713448108 | $18.0M | 0.90% | 115,836 | SH |
| 18 | NEXTERA ENERGY INC | NEE | 65339F101 | $17.8M | 0.89% | 191,319 | SH |
| 19 | ROBERT HALF INC. | RHI | 770323103 | $17.7M | 0.88% | 695,450 | SH |
| 20 | EDISON INTL | EIX | 281020107 | $17.5M | 0.87% | 238,695 | SH |
| 21 | TESLA INC | TSLA | 88160R101 | $17.4M | 0.87% | 46,704 | SH |
| 22 | REALTY INCOME CORP | O | 756109104 | $17.1M | 0.85% | 279,590 | SH |
| 23 | HOME DEPOT INC | HD | 437076102 | $14.6M | 0.73% | 44,338 | SH |
| 24 | AMCOR PLC | AMCR | G0250X149 | $14.3M | 0.71% | 359,669 | SH |
| 25 | ELI LILLY & CO | LLY | 532457108 | $14.0M | 0.70% | 15,242 | SH |
| 26 | TARGET CORP | TGT | 87612E106 | $13.8M | 0.69% | 114,258 | SH |
| 27 | BEST BUY INC | BBY | 086516101 | $13.3M | 0.66% | 206,841 | SH |
| 28 | SONOCO PRODS CO | SON | 835495102 | $13.1M | 0.65% | 242,092 | SH |
| 29 | CUMMINS INC | CMI | 231021106 | $12.7M | 0.63% | 23,577 | SH |
| 30 | TJX COS INC NEW | TJX | 872540109 | $12.3M | 0.61% | 76,973 | SH |
| 31 | FRANKLIN RESOURCES INC | BEN | 354613101 | $12.3M | 0.61% | 518,837 | SH |
| 32 | KIMBERLY-CLARK CORP | KMB | 494368103 | $12.2M | 0.61% | 126,231 | SH |
| 33 | TEXAS INSTRS INC | TXN | 882508104 | $11.6M | 0.58% | 59,508 | SH |
| 34 | CLOROX CO DEL | CLX | 189054109 | $11.2M | 0.56% | 108,336 | SH |
| 35 | MEDTRONIC PLC | MDT | G5960L103 | $11.1M | 0.55% | 128,226 | SH |
| 36 | HORMEL FOODS CORP | HRL | 440452100 | $11.1M | 0.55% | 488,632 | SH |
| 37 | FEDERAL RLTY INVT TR NEW | FRT | 313745101 | $11.1M | 0.55% | 104,163 | SH |
| 38 | ALPHABET INC | GOOG | 02079K107 | $10.9M | 0.55% | 38,129 | SH |
| 39 | US BANCORP | USB | 902973304 | $10.6M | 0.53% | 203,492 | SH |
| 40 | PRICE T ROWE GROUP INC | TROW | 74144T108 | $10.4M | 0.52% | 115,598 | SH |
| 41 | BLACKROCK INC | BLK | 09290D101 | $10.4M | 0.52% | 10,825 | SH |
| 42 | CONSOLIDATED EDISON INC | ED | 209115104 | $10.4M | 0.52% | 91,963 | SH |
| 43 | EVERSOURCE ENERGY | ES | 30040W108 | $10.4M | 0.52% | 150,143 | SH |
| 44 | SPIRE INC | SR | 84857L101 | $10.3M | 0.51% | 113,871 | SH |
| 45 | SMUCKER J M CO | SJM | 832696405 | $10.1M | 0.50% | 104,773 | SH |
| 46 | ECOLAB INC | ECL | 278865100 | $10.0M | 0.50% | 37,511 | SH |
| 47 | ARCHER DANIELS MIDLAND CO | ADM | 039483102 | $9.8M | 0.49% | 134,261 | SH |
| 48 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $9.6M | 0.48% | 65,506 | SH |
| 49 | C H ROBINSON WORLDWIDE IN | CHRW | 12541W209 | $9.5M | 0.48% | 57,451 | SH |
| 50 | CHEVRON CORPORATION | CVX | 166764100 | $9.5M | 0.48% | 46,032 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |