Q2 2026 · 13F-HR
Meiji Yasuda America Incholdings as filed
Filed 2026-07-28 · accession 0001172661-26-002884
$597.6M
Reported value
57
Positions
2026-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $53.4M | 8.94% | 266,970 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $39.5M | 6.62% | 136,631 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $39.2M | 6.56% | 110,964 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $32.8M | 5.48% | 87,835 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $28.9M | 4.84% | 25,038 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $26.4M | 4.41% | 110,623 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $23.7M | 3.97% | 62,793 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $18.3M | 3.06% | 15,267 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $17.3M | 2.90% | 52,968 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $15.0M | 2.52% | 26,695 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $14.9M | 2.50% | 43,795 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $14.5M | 2.43% | 38,887 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $14.2M | 2.38% | 13,351 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $12.7M | 2.13% | 12,564 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $12.1M | 2.03% | 20,868 | Common | SOLE |
| 20825C104 | COP | CONOCOPHILLIPS | $11.4M | 1.91% | 109,832 | Common | SOLE |
| 92826C839 | V | VISA INC | $10.2M | 1.71% | 29,797 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $10.2M | 1.71% | 14,124 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $9.7M | 1.62% | 28,592 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $9.0M | 1.51% | 49,789 | Common | SOLE |
| 95040Q104 | WELL | WELLTOWER INC | $8.8M | 1.47% | 38,649 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $8.3M | 1.39% | 102,292 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $8.3M | 1.38% | 73,010 | Common | SOLE |
| V7780T103 | RCL | ROYAL CARIBBEAN GROUP | $8.3M | 1.38% | 26,035 | Common | SOLE |
| 22052L104 | CTVA | CORTEVA INC | $6.8M | 1.13% | 80,076 | Common | SOLE |
| H1467J104 | CB | CHUBB LIMITED | $6.7M | 1.12% | 19,725 | Common | SOLE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $6.7M | 1.12% | 76,542 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $6.5M | 1.10% | 29,369 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $6.2M | 1.03% | 32,423 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $6.1M | 1.02% | 84,728 | Common | SOLE |
| 969457100 | WMB | WILLIAMS COS INC | $6.1M | 1.02% | 82,211 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $5.9M | 0.99% | 14,017 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $5.9M | 0.98% | 38,686 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $5.4M | 0.91% | 15,426 | Common | SOLE |
| 025537101 | AEP | AMERICAN ELEC PWR CO INC | $5.3M | 0.90% | 39,093 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $5.3M | 0.89% | 41,998 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $5.2M | 0.87% | 23,777 | Common | SOLE |
| 67103H107 | ORLY | OREILLY AUTOMOTIVE INC | $4.9M | 0.82% | 53,294 | Common | SOLE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $4.9M | 0.82% | 14,201 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $4.9M | 0.81% | 48,993 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $4.8M | 0.81% | 11,901 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $4.8M | 0.81% | 13,347 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $4.7M | 0.79% | 4,036 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $4.4M | 0.73% | 13,895 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $4.3M | 0.71% | 6,714 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $4.1M | 0.69% | 33,356 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $3.5M | 0.58% | 8,301 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $3.3M | 0.55% | 3,815 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $3.2M | 0.53% | 6,359 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $3.0M | 0.50% | 31,025 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $2.9M | 0.48% | 67,171 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $2.8M | 0.48% | 5,733 | Common | SOLE |
| 253868103 | DLR | DIGITAL RLTY TR INC | $2.8M | 0.46% | 15,440 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $2.7M | 0.44% | 17,434 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC. | $2.6M | 0.44% | 36,442 | Common | SOLE |
| 461202103 | INTU | INTUIT | $2.5M | 0.42% | 9,669 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $1.1M | 0.19% | 15,663 | 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.