Meiji Yasuda Asset Management Co Ltd.

CIK

1491685

Location

Tokyo, M0

Portfolio Value

Mid $2,223,984,811

Diversification

Diversified

Reports for

Meiji Yasuda Life Insurance Company

Filing Date

Global Rank

#1,262 / 8,710 ▲ 107

Top Industry

Semiconductors 10.7%

Period ended 3 months ago

Filed Aug 13, 2026 · 39d

26 quarters · since Mar 2020

Portfolio Concentration

594 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

4.0%

−0.3 pts

Top 5

15.4%

−0.3 pts

Top 10

21.5%

−1.3 pts

HHI

Diversified−4

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	25.3%	$563,604,506	111
Industrials	13.0%	$288,570,098	116
Financial Services	10.4%	$231,220,075	85
Consumer Defensive	9.6%	$212,720,444	33
Healthcare	9.4%	$208,393,411	59
Consumer Cyclical	9.1%	$201,779,805	51
Communication Services	6.8%	$150,457,726	19
Utilities	6.0%	$133,117,045	30
Real Estate	3.7%	$82,337,695	37
Basic Materials	3.6%	$79,753,313	26
Energy	3.2%	$72,030,693	27

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	+45,922	613,083	$25,957,934
INTC	Intel Corp	+45,388	56,554	$7,896,635
BMY	Bristol Myers Squibb Co	+41,551	102,981	$5,933,765
HRL	Hormel Foods Corp /De/	+40,143	528,775	$13,124,195
BKNG	Booking Holdings Inc.	+37,594	39,756	$7,086,109
NEE	Nextera Energy Inc	+30,458	221,777	$19,465,367
CSCO	Cisco Systems, Inc.	+30,093	128,272	$15,066,829
MDT	Medtronic plc	+25,754	153,980	$12,045,855
GILD	Gilead Sciences, Inc.	+20,924	33,417	$4,221,903
RTX	RTX Corp	+20,712	33,782	$6,409,458
EIX	Edison International	+18,356	257,051	$19,137,446
NOW	ServiceNow, Inc.	+17,695	63,504	$6,304,677
NKE	NIKE, Inc.	+17,577	136,582	$5,606,691
FIS	Fidelity National Information Services, Inc.	+16,688	73,001	$2,838,278
VRSK	Verisk Analytics, Inc.	+15,615	16,883	$3,031,004
PM	Philip Morris International Inc.	+13,252	59,255	$10,719,822
EW	Edwards Lifesciences Corp	+12,989	53,418	$4,832,192
WTRG	Essential Utilities, Inc.	+12,925	236,193	$9,048,553
PG	PROCTER & GAMBLE Co	+12,509	158,414	$23,229,828
KLAC	Kla Corp	+12,406	14,621	$4,411,301
HBAN	Huntington Bancshares Inc /Md/	+10,900	63,283	$1,122,007
WAT	Waters Corp /De/	+10,717	11,593	$4,347,838
VRT	Vertiv Holdings Co	+10,713	31,937	$10,693,146
ES	Eversource Energy	+10,421	160,564	$11,603,960
AMAT	Applied Materials Inc /De	+10,161	14,094	$10,189,962
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
RHI	Robert Half Inc.	−65,202	630,248	$19,348,613
BEN	Franklin Templeton Inc	−54,025	464,812	$15,464,295
USB	US Bancorp De	−53,815	149,677	$9,040,490
BSX	Boston Scientific Corp	−52,998	10,154	$433,372
NVDA	Nvidia Corp	−48,777	442,231	$88,486,000
ABBV	AbbVie Inc.	−37,011	94,867	$23,872,331
KKR	KKR & Co. Inc.	−26,577	5,201	$477,347
WMT	Walmart Inc.	−23,733	139,817	$15,835,673
APO	Apollo Global Management, Inc.	−21,952	1,893	$223,960
J	Jacobs Solutions Inc.	−17,860	1,941	$244,566
PANW	Palo Alto Networks Inc	−16,891	21,261	$7,250,426
MCHP	Microchip Technology Inc	−15,698	74,740	$6,816,288
AAPL	Apple Inc.	−15,692	261,856	$75,770,652
PRU	Prudential Financial Inc	−15,330	13,957	$1,506,379
ETN	Eaton Corp plc	−14,996	1,954	$832,638
ZTS	Zoetis Inc.	−14,744	19,154	$1,376,406
DHR	Danaher Corp /De/	−14,733	4,115	$783,825
GLW	Corning Inc /Ny	−14,075	4,778	$1,220,444
PII	Polaris Inc.	−12,196	133,220	$9,117,576
DLTR	Dollar Tree, Inc.	−11,625	2,205	$266,694
PEP	Pepsico Inc	−11,382	104,454	$14,143,071
VMRK	Vivmark Residential	−11,020	3,983	$270,565
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−10,731	11,671	$5,573,719
CWT	California Water Service Group	−10,593	123,523	$6,009,393
ADI	Analog Devices Inc	−9,762	14,060	$5,584,210
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
BRO	Brown & Brown, Inc.	51,289	$3,290,189
DOC	Healthpeak Properties, Inc.	151,440	$3,240,816
ALGN	Align Technology Inc	14,650	$2,470,869
SITM	SITIME Corp	3,179	$2,370,135
LITE	Lumentum Holdings Inc.	2,547	$2,185,478
BE	Bloom Energy Corp	5,928	$1,794,405
HONA	Honeywell Aerospace Inc.	7,859	$1,737,467
CRH	Crh Public Ltd Co	13,493	$1,443,751
EQT	EQT Corp	23,780	$1,264,382
FDXF	FedEx Freight Holding Company, Inc.	6,661	$1,005,811
XYL	Xylem Inc.	5,104	$603,343
CDE	Coeur Mining, Inc.	26,151	$426,784
ROKU	Roku, Inc	3,036	$419,393
DD	DuPont de Nemours, Inc.	2,817	$382,097
SMTC	Semtech Corp	2,155	$348,786
TOST	Toast, Inc.	11,765	$327,302
ALNY	Alnylam Pharmaceuticals, Inc.	1,085	$326,617
SANM	Sanmina Corp	1,241	$314,072
DOCN	DigitalOcean Holdings, Inc.	1,884	$295,844
CGNX	Cognex Corp	3,852	$278,961
MOG-A	Moog Inc.	656	$278,039
SN	SharkNinja, Inc.	1,815	$276,370
CYTK	Cytokinetics Inc	3,153	$268,604
LFUS	Littelfuse Inc /De	585	$266,368
AYI	Acuity Inc. (De)	703	$264,791
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
SOLV	Solventum Corp	11,062	$722,348
FLEX	Flex Ltd.	9,319	$610,021
ACGL	Arch Capital Group Ltd.	3,309	$317,630
GEN	Gen Digital Inc.	14,854	$279,700
VLTO	Veralto Corp	3,114	$275,339
GDDY	GoDaddy Inc.	3,126	$258,426
CINF	Cincinnati Financial Corp	1,596	$251,130
DPZ	Dominos Pizza Inc	691	$247,923
TDG	TransDigm Group INC	204	$236,427
CCI	Crown Castle Inc.	2,818	$229,131
DAR	Darling Ingredients Inc.	3,649	$225,690
DOCU	Docusign, Inc.	4,620	$219,034
BAH	Booz Allen Hamilton Holding Corp	2,782	$217,079
ROL	Rollins Inc	3,772	$201,462
VNOM	Viper Energy, Inc.	4,287	$201,446
AAXJ	iShares MSCI All Country Asia ex Japan ETF	5,953	$0
—		21,579	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

594 tracked positions · $2,223,984,811 total · filing declares 596 positions · $2,221,851,744 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 594 positions by value · page 1 of 12

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	442,231	-48,777	$88,486,000	+3.3%	3.98%
GOOGL	Alphabet Inc. Communication Services	Reduced	218,106	-2,150	$77,789,412	+22.9%	3.50%
AAPL	Apple Inc. Technology	Reduced	261,856	-15,692	$75,770,652	+7.6%	3.41%
MSFT	Microsoft Corp Technology	Reduced	152,204	-901	$56,775,136	+0.2%	2.55%
AMZN	Amazon Com Inc Consumer Cyclical	Added	185,611	+314	$44,238,525	+14.6%	1.99%
AVGO	Broadcom Inc. Technology	Reduced	92,816	-6,038	$35,061,244	+14.6%	1.58%
VZ	Verizon Communications Inc Communication Services	Added	613,083	+45,922	$25,957,934	−8.8%	1.17%
JNJ	Johnson & Johnson Healthcare	Reduced	99,291	-1,133	$25,216,935	+2.7%	1.13%
MU	Micron Technology Inc Technology	Added	21,329	+4,879	$24,619,851	+343.0%	1.11%
META	Meta Platforms, Inc. Communication Services	Reduced	43,628	-182	$24,575,216	−2.0%	1.11%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	74,286	-1,532	$24,316,036	+9.0%	1.09%
XOM	ExxonMobil Holdings Corp Energy	Added	176,081	+2,597	$24,073,794	−18.2%	1.08%
ABBV	AbbVie Inc. Healthcare	Reduced	94,867	-37,011	$23,872,331	−16.8%	1.07%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	158,414	+12,509	$23,229,828	+10.2%	1.04%
KO	Coca Cola Co Consumer Defensive	Reduced	271,742	-16	$22,084,472	+6.9%	0.99%
V	Visa Inc. Financial Services	Added	64,122	+391	$21,999,616	+14.2%	0.99%
TSLA	Tesla, Inc. Consumer Cyclical	Added	47,838	+1,134	$20,120,662	+15.9%	0.90%
NEE	Nextera Energy Inc Utilities	Added	221,777	+30,458	$19,465,367	+9.5%	0.88%
RHI	Robert Half Inc. Industrials	Reduced	630,248	-65,202	$19,348,613	+9.5%	0.87%
EIX	Edison International Utilities	Added	257,051	+18,356	$19,137,446	+9.6%	0.86%
LLY	ELI LILLY & Co Healthcare	Reduced	14,900	-342	$17,871,508	+27.5%	0.80%
O	Realty Income Corp Real Estate	Reduced	277,646	-1,944	$17,202,946	+0.6%	0.77%
TXN	Texas Instruments Inc Technology	Reduced	54,051	-5,457	$16,110,981	+39.5%	0.72%
WMT	Walmart Inc. Consumer Defensive	Reduced	139,817	-23,733	$15,835,673	−22.1%	0.71%
BBY	Best Buy Co Inc Consumer Cyclical	Reduced	205,846	-995	$15,619,594	+17.6%	0.70%
AMCR	Amcor plc Consumer Cyclical	Reduced	358,828	-841	$15,555,193	+8.8%	0.70%
BEN	Franklin Templeton Inc Financial Services	Reduced	464,812	-54,025	$15,464,295	+26.2%	0.70%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	43,761	-577	$15,433,629	+5.8%	0.69%
CSCO	Cisco Systems, Inc. Technology	Added	128,272	+30,093	$15,066,829	+97.8%	0.68%
TGT	Target Corp Consumer Defensive	Reduced	108,765	-5,493	$14,205,796	+2.6%	0.64%
KMB	Kimberly Clark Corp Consumer Defensive	Added	129,031	+2,800	$14,163,732	+16.3%	0.64%
PEP	Pepsico Inc Consumer Defensive	Reduced	104,454	-11,382	$14,143,071	−21.4%	0.64%
UNH	Unitedhealth Group Inc Healthcare	Added	33,317	+4,262	$13,847,544	+76.1%	0.62%
GWW	W.W. Grainger, Inc. Industrials	Added	9,984	+2,196	$13,582,233	+59.9%	0.61%
SON	Sonoco Products Co Consumer Cyclical	Reduced	237,880	-4,212	$13,404,538	+2.4%	0.60%
CMI	Cummins Inc Industrials	Reduced	18,551	-5,026	$13,230,758	+4.3%	0.59%
HRL	Hormel Foods Corp /De/ Consumer Defensive	Added	528,775	+40,143	$13,124,195	+18.6%	0.59%
FRT	Federal Realty Investment Trust Real Estate	Reduced	102,685	-1,478	$12,675,436	+14.6%	0.57%
TROW	Price T Rowe Group Inc Financial Services	Reduced	108,681	-6,917	$12,355,942	+18.6%	0.56%
SJM	J M SMUCKER Co Consumer Defensive	Added	108,861	+4,088	$12,246,862	+21.2%	0.55%
MDT	Medtronic plc Healthcare	Added	153,980	+25,754	$12,045,855	+8.4%	0.54%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	78,068	+1,095	$11,827,302	−3.8%	0.53%
ES	Eversource Energy Utilities	Added	160,564	+10,421	$11,603,960	+11.6%	0.52%
SWK	Stanley Black & Decker, Inc. Industrials	Reduced	122,407	-5,342	$11,520,946	+26.9%	0.52%
CLX	Clorox Co /De/ Consumer Defensive	Added	116,079	+7,743	$11,078,579	−1.3%	0.50%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Added	143,458	+9,197	$10,960,191	+12.3%	0.49%
ED	Consolidated Edison Inc Utilities	Added	98,231	+6,268	$10,867,295	+4.4%	0.49%
C	Citigroup Inc Financial Services	Reduced	77,306	-2,896	$10,819,747	+19.0%	0.49%
PM	Philip Morris International Inc. Consumer Defensive	Added	59,255	+13,252	$10,719,822	+40.9%	0.48%
VRT	Vertiv Holdings Co Industrials	Added	31,937	+10,713	$10,693,146	+101.1%	0.48%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.