Q1 2026 · 13F-HR
Meiji Yasuda America Incholdings as filed
Filed 2026-05-12 · accession 0001172661-26-001674
$404.4M
Reported value
57
Positions
2026-03-31
Period end
The Brief · Meiji Yasuda America Inc · Q1 2026
AI · grounded in 13F
Meiji Yasuda America Inc established a new position in RTX valued at $4.9M. The fund also opened a new position in DE for $2.9M and increased its stake in NFLX by 80%. Conversely, the fund closed its entire position in DAL, resulting in a $4.1M reduction.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $36.1M | 8.94% | 207,211 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $26.9M | 6.65% | 106,048 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $25.2M | 6.24% | 68,175 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $24.9M | 6.16% | 86,814 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $18.9M | 4.68% | 90,918 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $15.1M | 3.73% | 48,739 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $13.3M | 3.30% | 45,314 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $11.9M | 2.95% | 20,886 | Common | SOLE |
| 20825C104 | COP | CONOCOPHILLIPS | $11.5M | 2.84% | 86,896 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $10.2M | 2.52% | 11,072 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $9.3M | 2.29% | 10,968 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $8.7M | 2.15% | 30,710 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $7.8M | 1.93% | 62,815 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $7.5M | 1.85% | 10,545 | Common | SOLE |
| 92826C839 | V | VISA INC | $7.4M | 1.82% | 24,353 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $7.2M | 1.77% | 21,195 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $7.1M | 1.75% | 42,837 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $7.1M | 1.75% | 23,369 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $6.7M | 1.65% | 88,008 | Common | SOLE |
| 95040Q104 | WELL | WELLTOWER INC | $6.7M | 1.65% | 33,755 | Common | SOLE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $6.0M | 1.49% | 64,898 | Common | SOLE |
| V7780T103 | RCL | ROYAL CARIBBEAN GROUP | $5.9M | 1.46% | 21,399 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $5.4M | 1.35% | 33,994 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $5.3M | 1.32% | 23,194 | Common | SOLE |
| H1467J104 | CB | CHUBB LTD SWITZ | $5.3M | 1.30% | 16,122 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $4.9M | 1.22% | 25,606 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $4.8M | 1.19% | 66,910 | Common | SOLE |
| 969457100 | WMB | WILLIAMS COS INC | $4.7M | 1.17% | 65,043 | Common | SOLE |
| 22052L104 | CTVA | CORTEVA INC | $4.7M | 1.16% | 56,225 | Common | SOLE |
| 025537101 | AEP | AMERICAN ELEC PWR CO INC | $4.3M | 1.07% | 33,148 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $4.3M | 1.06% | 11,522 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $4.2M | 1.05% | 30,454 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $4.2M | 1.03% | 12,679 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $4.1M | 1.02% | 9,728 | Common | SOLE |
| 67103H107 | ORLY | OREILLY AUTOMOTIVE INC | $4.0M | 1.00% | 43,801 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $4.0M | 0.98% | 38,027 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $3.9M | 0.95% | 19,434 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $3.7M | 0.93% | 10,965 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $3.5M | 0.86% | 21,666 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $3.4M | 0.84% | 9,679 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $3.3M | 0.82% | 10,077 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $3.3M | 0.81% | 16,198 | Common | SOLE |
| 461202103 | INTU | INTUIT | $3.2M | 0.80% | 7,506 | Common | SOLE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $3.2M | 0.79% | 9,973 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $3.2M | 0.78% | 20,103 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $3.1M | 0.76% | 48,707 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $3.0M | 0.74% | 5,304 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $2.8M | 0.69% | 3,189 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC. | $2.7M | 0.68% | 28,512 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $2.7M | 0.66% | 12,643 | Common | SOLE |
| 253868103 | DLR | DIGITAL RLTY TR INC | $2.4M | 0.60% | 13,485 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $2.3M | 0.58% | 24,273 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $2.3M | 0.56% | 4,612 | Common | SOLE |
| 974155103 | WING | WINGSTOP INC | $1.9M | 0.46% | 12,107 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $1.9M | 0.46% | 4,159 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $1.6M | 0.40% | 6,021 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $1.3M | 0.33% | 11,358 | 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.