Q4 2025 · 13F-HR
Meiji Yasuda America Incholdings as filed
Filed 2026-02-12 · accession 0001172661-26-000645
$435.6M
Reported value
56
Positions
2025-12-31
Period end
The Brief · Meiji Yasuda America Inc · Q4 2025
AI · grounded in 13F
Meiji Yasuda America Inc established a new position in NVDA valued at $39.18M. The fund also initiated new stakes in MSFT for $33.42M and AAPL for $29.23M. Additional new positions include GOOG at $27.62M and AMZN at $21.27M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $39.2M | 8.99% | 210,060 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $33.4M | 7.67% | 69,112 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $29.2M | 6.71% | 107,506 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $27.6M | 6.34% | 88,008 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $21.3M | 4.88% | 92,168 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $17.1M | 3.93% | 49,409 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $16.9M | 3.87% | 25,534 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $14.8M | 3.40% | 45,937 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $11.6M | 2.66% | 10,768 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $9.8M | 2.24% | 11,118 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $9.6M | 2.20% | 31,132 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $8.8M | 2.01% | 23,690 | Common | SOLE |
| 92826C839 | V | VISA INC | $8.7M | 1.99% | 24,687 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $8.6M | 1.97% | 77,124 | Common | SOLE |
| 20825C104 | COP | CONOCOPHILLIPS | $7.7M | 1.76% | 81,998 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $7.1M | 1.64% | 12,447 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $7.0M | 1.60% | 43,426 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $6.3M | 1.46% | 34,461 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $6.2M | 1.43% | 89,218 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $6.1M | 1.41% | 21,486 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $5.9M | 1.36% | 38,550 | Common | SOLE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $5.6M | 1.29% | 70,178 | Common | SOLE |
| 95040Q104 | WELL | WELLTOWER INC | $5.6M | 1.28% | 29,993 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $5.5M | 1.27% | 67,830 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $5.3M | 1.21% | 11,680 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $5.2M | 1.19% | 23,512 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $5.2M | 1.18% | 9,861 | Common | SOLE |
| H1467J104 | CB | CHUBB LIMITED | $5.1M | 1.17% | 16,343 | Common | SOLE |
| 461202103 | INTU | INTUIT | $5.0M | 1.16% | 7,609 | Common | SOLE |
| V7780T103 | RCL | ROYAL CARIBBEAN GROUP | $4.8M | 1.10% | 17,169 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $4.7M | 1.08% | 49,376 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $4.5M | 1.03% | 19,701 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $4.4M | 1.02% | 12,853 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $4.3M | 0.98% | 6,541 | Common | SOLE |
| 025537101 | AEP | AMERICAN ELEC PWR CO INC | $4.2M | 0.97% | 36,698 | Common | SOLE |
| 247361702 | DAL | DELTA AIR LINES INC DEL | $4.1M | 0.93% | 58,657 | Common | SOLE |
| 67103H107 | ORLY | OREILLY AUTOMOTIVE INC | $4.0M | 0.93% | 44,403 | Common | SOLE |
| 969457100 | WMB | WILLIAMS COS INC | $4.0M | 0.91% | 65,937 | Common | SOLE |
| 22052L104 | CTVA | CORTEVA INC | $3.8M | 0.88% | 56,998 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $3.6M | 0.84% | 12,816 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $3.6M | 0.82% | 10,215 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $3.5M | 0.81% | 16,420 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $3.4M | 0.77% | 21,963 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $3.3M | 0.76% | 20,379 | Common | SOLE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $3.3M | 0.75% | 10,110 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $3.2M | 0.74% | 9,812 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $3.1M | 0.70% | 24,934 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $2.9M | 0.66% | 11,115 | Common | SOLE |
| 253868103 | DLR | DIGITAL RLTY TR INC | $2.8M | 0.65% | 18,390 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $2.8M | 0.64% | 24,606 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $2.7M | 0.62% | 4,675 | Common | SOLE |
| 974155103 | WING | WINGSTOP INC | $2.4M | 0.56% | 10,148 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $2.0M | 0.46% | 6,103 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $1.9M | 0.44% | 4,216 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $1.5M | 0.34% | 15,840 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $1.4M | 0.33% | 11,514 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.