Meiji Yasuda America Inc — 13F Holdings & Portfolio
CIK 2072353 · latest 13F-HR filed 2026-05-12
Meiji Yasuda America Inc manages $404.4M in 13F-reported U.S. long-equity assets across 57 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (8.94%), AAPL (6.65%), MSFT (6.24%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 1, added to 12, and trimmed 33.
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.
$404.4M
Long-equity book
57
Distinct positions
2026-03-31
Filed 2026-05-12
+2 / −1 / ↑12 / ↓33
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CONOCOPHILLIPS$3.8M +49.4%
- NETFLIX INC.$1.3M +84.6%
- GILEAD SCIENCES INC$1.2M +38.7%
- WELLTOWER INC$1.1M +19.9%
- ROYAL CARIBBEAN GROUP$1.1M +23.0%
Top Trims
- MICROSOFT CORP-$8.2M -24.5%
- META PLATFORMS INC-$4.9M -29.1%
- NVIDIA CORPORATION-$3.0M -7.8%
- ALPHABET INC-$2.7M -9.8%
- AMAZON COM INC-$2.3M -11.0%
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 | $36.1M | 8.94% | 207,211 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $26.9M | 6.65% | 106,048 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $25.2M | 6.24% | 68,175 | SH |
| 4 | ALPHABET INC | GOOG | 02079K107 | $24.9M | 6.16% | 86,814 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $18.9M | 4.68% | 90,918 | SH |
| 6 | BROADCOM INC | AVGO | 11135F101 | $15.1M | 3.73% | 48,739 | SH |
| 7 | JPMORGAN CHASE & CO | JPM | 46625H100 | $13.3M | 3.30% | 45,314 | SH |
| 8 | META PLATFORMS INC | META | 30303M102 | $11.9M | 2.95% | 20,886 | SH |
| 9 | CONOCOPHILLIPS | COP | 20825C104 | $11.5M | 2.84% | 86,896 | SH |
| 10 | ELI LILLY & CO | LLY | 532457108 | $10.2M | 2.52% | 11,072 | SH |
| 11 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $9.3M | 2.29% | 10,968 | SH |
| 12 | GE AEROSPACE | GE | 369604301 | $8.7M | 2.15% | 30,710 | SH |
| 13 | WALMART INC | WMT | 931142103 | $7.8M | 1.93% | 62,815 | SH |
| 14 | CATERPILLAR INC | CAT | 149123101 | $7.5M | 1.85% | 10,545 | SH |
| 15 | VISA INC | V | 92826C839 | $7.4M | 1.82% | 24,353 | SH |
| 16 | MICRON TECHNOLOGY INC | MU | 595112103 | $7.2M | 1.77% | 21,195 | SH |
| 17 | PHILIP MORRIS INTL INC | PM | 718172109 | $7.1M | 1.75% | 42,837 | SH |
| 18 | AMERICAN EXPRESS CO | AXP | 025816109 | $7.1M | 1.75% | 23,369 | SH |
| 19 | COCA COLA CO | KO | 191216100 | $6.7M | 1.65% | 88,008 | SH |
| 20 | WELLTOWER INC | WELL | 95040Q104 | $6.7M | 1.65% | 33,755 | SH |
| 21 | NEXTERA ENERGY INC | NEE | 65339F101 | $6.0M | 1.49% | 64,898 | SH |
| 22 | ROYAL CARIBBEAN GROUP | RCL | V7780T103 | $5.9M | 1.46% | 21,399 | SH |
| 23 | PALO ALTO NETWORKS INC | PANW | 697435105 | $5.4M | 1.35% | 33,994 | SH |
| 24 | WASTE MGMT INC DEL | WM | 94106L109 | $5.3M | 1.32% | 23,194 | SH |
| 25 | CHUBB LTD SWITZ | CB | H1467J104 | $5.3M | 1.30% | 16,122 | SH |
| 26 | RTX CORPORATION | RTX | 75513E101 | $4.9M | 1.22% | 25,606 | SH |
| 27 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $4.8M | 1.19% | 66,910 | SH |
| 28 | WILLIAMS COS INC | WMB | 969457100 | $4.7M | 1.17% | 65,043 | SH |
| 29 | CORTEVA INC | CTVA | 22052L104 | $4.7M | 1.16% | 56,225 | SH |
| 30 | AMERICAN ELEC PWR CO INC | AEP | 025537101 | $4.3M | 1.07% | 33,148 | SH |
| 31 | TESLA INC | TSLA | 88160R101 | $4.3M | 1.06% | 11,522 | SH |
| 32 | GILEAD SCIENCES INC | GILD | 375558103 | $4.2M | 1.05% | 30,454 | SH |
| 33 | HOME DEPOT INC | HD | 437076102 | $4.2M | 1.03% | 12,679 | SH |
| 34 | S&P GLOBAL INC | SPGI | 78409V104 | $4.1M | 1.02% | 9,728 | SH |
| 35 | OREILLY AUTOMOTIVE INC | ORLY | 67103H107 | $4.0M | 1.00% | 43,801 | SH |
| 36 | SERVICENOW INC | NOW | 81762P102 | $4.0M | 0.98% | 38,027 | SH |
| 37 | PROGRESSIVE CORP | PGR | 743315103 | $3.9M | 0.95% | 19,434 | SH |
| 38 | APPLIED MATLS INC | AMAT | 038222105 | $3.7M | 0.93% | 10,965 | SH |
| 39 | TJX COS INC NEW | TJX | 872540109 | $3.5M | 0.86% | 21,666 | SH |
| 40 | AMGEN INC | AMGN | 031162100 | $3.4M | 0.84% | 9,679 | SH |
| 41 | STRYKER CORPORATION | SYK | 863667101 | $3.3M | 0.82% | 10,077 | SH |
| 42 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $3.3M | 0.81% | 16,198 | SH |
| 43 | INTUIT | INTU | 461202103 | $3.2M | 0.80% | 7,506 | SH |
| 44 | SHERWIN WILLIAMS CO | SHW | 824348106 | $3.2M | 0.79% | 9,973 | SH |
| 45 | INTERCONTINENTAL EXCHANGE IN | ICE | 45866F104 | $3.2M | 0.78% | 20,103 | SH |
| 46 | BOSTON SCIENTIFIC CORP | BSX | 101137107 | $3.1M | 0.76% | 48,707 | SH |
| 47 | DEERE & CO | DE | 244199105 | $3.0M | 0.74% | 5,304 | SH |
| 48 | GE VERNOVA INC | GEV | 36828A101 | $2.8M | 0.69% | 3,189 | SH |
| 49 | NETFLIX INC. | NFLX | 64110L106 | $2.7M | 0.68% | 28,512 | SH |
| 50 | INSULET CORP | PODD | 45784P101 | $2.7M | 0.66% | 12,643 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-12 | $404.4M | 57 | 0001172661-26-001674 |
| 2025-12-31 | 2026-02-12 | $435.6M | 56 | 0001172661-26-000645 |