Meiji Yasuda America Inc — 13F Holdings & Portfolio
CIK 2072353 · latest 13F-HR filed 2026-07-28
Meiji Yasuda America Inc manages $597.6M in 13F-reported U.S. long-equity assets across 57 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (8.94%), AAPL (6.62%), GOOG (6.56%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 1, added to 50, and trimmed 4.
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.
42ND FLOOR
NEW YORK, NY 10017
$597.6M
Long-equity book
57
Distinct positions
2026-06-30
Filed 2026-07-28
+1 / −1 / ↑50 / ↓4
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MICRON TECHNOLOGY INC$21.7M +303.6%
- NVIDIA CORPORATION$17.3M +47.8%
- ALPHABET INC$14.3M +57.4%
- APPLE INC$12.6M +46.9%
- PALO ALTO NETWORKS INC$9.5M +174.0%
Top Trims
- INTUIT-$721.8K -22.2%
- ZOETIS INC-$217.1K -16.2%
- BOSTON SCIENTIFIC CORP-$189.5K -6.2%
- NETFLIX INC.-$139.5K -5.1%
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 | $53.4M | 8.94% | 266,970 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $39.5M | 6.62% | 136,631 | SH |
| 3 | ALPHABET INC | GOOG | 02079K107 | $39.2M | 6.56% | 110,964 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $32.8M | 5.48% | 87,835 | SH |
| 5 | MICRON TECHNOLOGY INC | MU | 595112103 | $28.9M | 4.84% | 25,038 | SH |
| 6 | AMAZON COM INC | AMZN | 023135106 | $26.4M | 4.41% | 110,623 | SH |
| 7 | BROADCOM INC | AVGO | 11135F101 | $23.7M | 3.97% | 62,793 | SH |
| 8 | ELI LILLY & CO | LLY | 532457108 | $18.3M | 3.06% | 15,267 | SH |
| 9 | JPMORGAN CHASE & CO | JPM | 46625H100 | $17.3M | 2.90% | 52,968 | SH |
| 10 | META PLATFORMS INC | META | 30303M102 | $15.0M | 2.52% | 26,695 | SH |
| 11 | PALO ALTO NETWORKS INC | PANW | 697435105 | $14.9M | 2.50% | 43,795 | SH |
| 12 | GE AEROSPACE | GE | 369604301 | $14.5M | 2.43% | 38,887 | SH |
| 13 | CATERPILLAR INC | CAT | 149123101 | $14.2M | 2.38% | 13,351 | SH |
| 14 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $12.7M | 2.13% | 12,564 | SH |
| 15 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $12.1M | 2.03% | 20,868 | SH |
| 16 | CONOCOPHILLIPS | COP | 20825C104 | $11.4M | 1.91% | 109,832 | SH |
| 17 | VISA INC | V | 92826C839 | $10.2M | 1.71% | 29,797 | SH |
| 18 | APPLIED MATLS INC | AMAT | 038222105 | $10.2M | 1.71% | 14,124 | SH |
| 19 | AMERICAN EXPRESS CO | AXP | 025816109 | $9.7M | 1.62% | 28,592 | SH |
| 20 | PHILIP MORRIS INTL INC | PM | 718172109 | $9.0M | 1.51% | 49,789 | SH |
| 21 | WELLTOWER INC | WELL | 95040Q104 | $8.8M | 1.47% | 38,649 | SH |
| 22 | COCA COLA CO | KO | 191216100 | $8.3M | 1.39% | 102,292 | SH |
| 23 | WALMART INC | WMT | 931142103 | $8.3M | 1.38% | 73,010 | SH |
| 24 | ROYAL CARIBBEAN GROUP | RCL | V7780T103 | $8.3M | 1.38% | 26,035 | SH |
| 25 | CORTEVA INC | CTVA | 22052L104 | $6.8M | 1.13% | 80,076 | SH |
| 26 | CHUBB LIMITED | CB | H1467J104 | $6.7M | 1.12% | 19,725 | SH |
| 27 | NEXTERA ENERGY INC | NEE | 65339F101 | $6.7M | 1.12% | 76,542 | SH |
| 28 | WASTE MGMT INC DEL | WM | 94106L109 | $6.5M | 1.10% | 29,369 | SH |
| 29 | RTX CORPORATION | RTX | 75513E101 | $6.2M | 1.03% | 32,423 | SH |
| 30 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $6.1M | 1.02% | 84,728 | SH |
| 31 | WILLIAMS COS INC | WMB | 969457100 | $6.1M | 1.02% | 82,211 | SH |
| 32 | TESLA INC | TSLA | 88160R101 | $5.9M | 0.99% | 14,017 | SH |
| 33 | TJX COS INC NEW | TJX | 872540109 | $5.9M | 0.98% | 38,686 | SH |
| 34 | HOME DEPOT INC | HD | 437076102 | $5.4M | 0.91% | 15,426 | SH |
| 35 | AMERICAN ELEC PWR CO INC | AEP | 025537101 | $5.3M | 0.90% | 39,093 | SH |
| 36 | GILEAD SCIENCES INC | GILD | 375558103 | $5.3M | 0.89% | 41,998 | SH |
| 37 | PROGRESSIVE CORP | PGR | 743315103 | $5.2M | 0.87% | 23,777 | SH |
| 38 | OREILLY AUTOMOTIVE INC | ORLY | 67103H107 | $4.9M | 0.82% | 53,294 | SH |
| 39 | SHERWIN WILLIAMS CO | SHW | 824348106 | $4.9M | 0.82% | 14,201 | SH |
| 40 | SERVICENOW INC | NOW | 81762P102 | $4.9M | 0.81% | 48,993 | SH |
| 41 | S&P GLOBAL INC | SPGI | 78409V104 | $4.8M | 0.81% | 11,901 | SH |
| 42 | AMGEN INC | AMGN | 031162100 | $4.8M | 0.81% | 13,347 | SH |
| 43 | GE VERNOVA INC | GEV | 36828A101 | $4.7M | 0.79% | 4,036 | SH |
| 44 | STRYKER CORPORATION | SYK | 863667101 | $4.4M | 0.73% | 13,895 | SH |
| 45 | DEERE & CO | DE | 244199105 | $4.3M | 0.71% | 6,714 | SH |
| 46 | INTERCONTINENTAL EXCHANGE IN | ICE | 45866F104 | $4.1M | 0.69% | 33,356 | SH |
| 47 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $3.5M | 0.58% | 8,301 | SH |
| 48 | LUMENTUM HLDGS INC | LITE | 55024U109 | $3.3M | 0.55% | 3,815 | SH |
| 49 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $3.2M | 0.53% | 6,359 | SH |
| 50 | DISNEY WALT CO | DIS | 254687106 | $3.0M | 0.50% | 31,025 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-28 | $597.6M | 57 | 0001172661-26-002884 |
| 2026-03-31 | 2026-05-12 | $404.4M | 57 | 0001172661-26-001674 |
| 2025-12-31 | 2026-02-12 | $435.6M | 56 | 0001172661-26-000645 |