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Meiji Yasuda Life Insurance Co

Q3 2025 · 13F-HR

Meiji Yasuda Life Insurance Coholdings as filed

Filed 2025-11-13 · accession 0001193125-25-278358

$3.48B
Reported value
224
Positions
2025-09-30
Period end
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The Brief · Meiji Yasuda Life Insurance Co · Q3 2025

AI · grounded in 13F

Meiji Yasuda Life Insurance Co established a new position in LQD valued at $2.13B. The fund also initiated new stakes in SPYD for $466.05M and VCLT for $219.98M. Additional new positions include NVDA at $44.76M, XLC at $37.54M, and MSFT at $35.30M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287242LQDISHARES TR$2.13B61.3%19,120,368CommonSOLE
78468R788SPYDSPDR SER TR$466.1M13.4%10,592,146CommonSOLE
92206C813VCLTVANGUARD SCOTTSDALE FDS$220.0M6.33%2,833,000CommonSOLE
67066G104NVDANVIDIA CORPORATION$44.8M1.29%239,898CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$37.5M1.08%317,133CommonSOLE
594918104MSFTMICROSOFT CORP$35.3M1.01%68,145CommonSOLE
037833100AAPLAPPLE INC$35.2M1.01%138,316CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$29.3M0.84%103,903CommonSOLE
02079K305GOOGLALPHABET INC CAP STK$22.6M0.65%92,997CommonSOLE
46429B663HDVISHARES TR$20.3M0.58%166,097CommonSOLE
023135106AMZNAMAZON COM INC$19.9M0.57%90,643CommonSOLE
46436E205IBDUISHARES TR$16.1M0.46%688,000CommonSOLE
30303M102METAMETA PLATFORMS INC$16.0M0.46%21,852CommonSOLE
11135F101AVGOBROADCOM INC$13.4M0.39%40,636CommonSOLE
88160R101TSLATESLA INC$10.0M0.29%22,418CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$9.7M0.28%30,826CommonSOLE
46435UAA9IBDSISHARES TR$8.9M0.26%365,000CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$7.3M0.21%30,578CommonSOLE
92826C839VVISA INC$7.1M0.20%20,867CommonSOLE
931142103WMTWALMART INC$6.6M0.19%64,236CommonSOLE
532457108LLYELI LILLY & CO$5.6M0.16%7,275CommonSOLE
68389X105ORCLORACLE CORP$5.4M0.16%19,308CommonSOLE
00287Y109ABBVABBVIE INC$5.3M0.15%22,772CommonSOLE
478160104JNJJOHNSON & JOHNSON$5.1M0.15%27,691CommonSOLE
64110L106NFLXNETFLIX INC$5.1M0.15%4,219CommonSOLE
369604301GEGE AEROSPACE$4.4M0.13%14,682CommonSOLE
437076102HDHOME DEPOT INC$4.4M0.13%10,880CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.4M0.13%8,751CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$4.3M0.12%23,523CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$4.1M0.12%4,435CommonSOLE
81762P102NOWSERVICENOW INC$4.0M0.12%4,387CommonSOLE
G54950103LINLINDE PLC$3.9M0.11%8,280CommonSOLE
172967424CCITIGROUP INC$3.9M0.11%38,623CommonSOLE
949746101WMT2WELLS FARGO CO NEW$3.9M0.11%46,369CommonSOLE
742718109PGPROCTER AND GAMBLE CO$3.9M0.11%25,198CommonSOLE
872540109TJXTJX COS INC NEW$3.8M0.11%26,336CommonSOLE
09290D101BLKBLACKROCK INC$3.5M0.10%3,036CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$3.5M0.10%652CommonSOLE
G29183103ETNEATON CORP PLC$3.5M0.10%9,309CommonSOLE
002824100ABTABBOTT LABS$3.3M0.09%24,434CommonSOLE
040413205ANETARISTA NETWORKS INC$3.3M0.09%22,401CommonSOLE
65339F101NEENEXTERA ENERGY INC$3.2M0.09%42,738CommonSOLE
95040Q104WELLWELLTOWER INC$3.2M0.09%17,956CommonSOLE
718172109PMPHILIP MORRIS INTL INC$3.2M0.09%19,694CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$3.2M0.09%32,464CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$3.1M0.09%5,435CommonSOLE
025816109AXPAMERICAN EXPRESS CO$3.0M0.09%9,174CommonSOLE
30231G102XOMEXXON MOBIL CORP$3.0M0.09%26,717CommonSOLE
191216100KOCOCA COLA CO$3.0M0.09%44,892CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2.9M0.08%3,698CommonSOLE
78409V104SPGIS&P GLOBAL INC$2.9M0.08%6,050CommonSOLE
74762E102QUREQUANTA SVCS INC$2.8M0.08%6,749CommonSOLE
02079K107GOOGALPHABET INC CAP STK$2.7M0.08%10,924CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2.6M0.08%26,861CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2.6M0.07%9,306CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.5M0.07%12,306CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.4M0.07%5,014CommonSOLE
58733R102MELIMERCADOLIBRE INC$2.4M0.07%1,034CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$2.4M0.07%15,939CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$2.4M0.07%25,021CommonSOLE
40412C101HCAHCA HEALTHCARE INC$2.4M0.07%5,577CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$2.4M0.07%5,304CommonSOLE
512807306LRCXLAM RESEARCH CORP$2.4M0.07%17,648CommonSOLE
760759100RSGREPUBLIC SVCS INC$2.3M0.06%9,832CommonSOLE
26875P101EOGEOG RES INC$2.2M0.06%19,815CommonSOLE
45784P101PODDINSULET CORP$2.2M0.06%7,192CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.2M0.06%6,400CommonSOLE
871607107SNPSSYNOPSYS INC$2.2M0.06%4,469CommonSOLE
929160109VMCVULCAN MATLS CO$2.2M0.06%7,058CommonSOLE
743315103PGRPROGRESSIVE CORP$2.1M0.06%8,675CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$2.1M0.06%19,618CommonSOLE
032095101APHAMPHENOL CORP NEW$2.1M0.06%17,045CommonSOLE
580135101MCDMCDONALDS CORP$2.1M0.06%6,889CommonSOLE
422806208HEI/AHEICO CORP NEW$2.1M0.06%8,188CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$2.1M0.06%6,714CommonSOLE
595112103MUMICRON TECHNOLOGY INC$2.1M0.06%12,406CommonSOLE
36828A101GEVGE VERNOVA INC$2.1M0.06%3,341CommonSOLE
060505104BACBANK AMERICA CORP$2.0M0.06%39,660CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$2.0M0.06%12,502CommonSOLE
969457100WMBWILLIAMS COS INC$2.0M0.06%31,865CommonSOLE
863667101SYKSTRYKER CORPORATION$2.0M0.06%5,431CommonSOLE
461202103INTUINTUIT$2.0M0.06%2,919CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$2.0M0.06%5,038CommonSOLE
278865100ECLECOLAB INC$2.0M0.06%7,167CommonSOLE
907818108UNPUNION PAC CORP$2.0M0.06%8,260CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.9M0.06%3,966CommonSOLE
74340W103PLDPROLOGIS INC.$1.9M0.06%16,955CommonSOLE
G3265R107APTVAPTIV PLC$1.9M0.06%22,501CommonSOLE
872590104TMUST-MOBILE US INC$1.9M0.06%8,094CommonSOLE
337738108FISVFISERV INC$1.9M0.05%14,393CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$1.9M0.05%5,631CommonSOLE
902973304USBUS BANCORP DEL$1.8M0.05%38,182CommonSOLE
443201108HWMHOWMET AEROSPACE INC$1.8M0.05%9,388CommonSOLE
925652109VICIVICI PPTYS INC$1.8M0.05%56,395CommonSOLE
58155Q103MCKMCKESSON CORP$1.8M0.05%2,374CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$1.8M0.05%3,942CommonSOLE
22052L104CTVACORTEVA INC$1.8M0.05%26,425CommonSOLE
31428X106FDXFEDEX CORP$1.8M0.05%7,537CommonSOLE
235851102DHRDANAHER CORPORATION$1.7M0.05%8,601CommonSOLE
98978V103ZTSZOETIS INC$1.7M0.05%11,637CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$1.7M0.05%28,455CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.7M0.05%21,157CommonSOLE
892672106TWTRADEWEB MKTS INC$1.7M0.05%15,184CommonSOLE
166764100CVXCHEVRON CORP NEW$1.6M0.05%10,600CommonSOLE
254687106DISDISNEY WALT CO$1.6M0.05%14,365CommonSOLE
816851109SRESEMPRA$1.6M0.05%18,092CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.6M0.05%23,874CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$1.5M0.04%1,661CommonSOLE
745867101PHMPULTE GROUP INC$1.5M0.04%11,446CommonSOLE
98980G102ZSZSCALER INC$1.5M0.04%5,006CommonSOLE
713448108PEPPEPSICO INC$1.5M0.04%10,456CommonSOLE
56585A102MPCMARATHON PETE CORP$1.5M0.04%7,573CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.4M0.04%32,178CommonSOLE
833445109SNOWSNOWFLAKE INC$1.4M0.04%6,217CommonSOLE
617446448MSMORGAN STANLEY$1.4M0.04%8,643CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$1.3M0.04%15,200CommonSOLE
75513E101RTXRTX CORPORATION$1.3M0.04%8,021CommonSOLE
291011104EMREMERSON ELEC CO$1.3M0.04%10,074CommonSOLE
031100100AMEAMETEK INC$1.3M0.04%6,710CommonSOLE
756109104OREALTY INCOME CORP$1.3M0.04%20,731CommonSOLE
03831W108APPAPPLOVIN CORP$1.3M0.04%1,744CommonSOLE
45337C102INCYINCYTE CORP$1.2M0.03%14,241CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.2M0.03%7,139CommonSOLE
384802104GWWGRAINGER W W INC$1.2M0.03%1,257CommonSOLE
23804L103DDOGDATADOG INC$1.2M0.03%8,366CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$1.2M0.03%27,586CommonSOLE
98419M100XYLXYLEM INC$1.1M0.03%7,699CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1.1M0.03%2,275CommonSOLE
842587107SOSOUTHERN CO$1.1M0.03%11,942CommonSOLE
806857108SLBSCHLUMBERGER LTD$1.1M0.03%32,886CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1.1M0.03%6,311CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.1M0.03%5,172CommonSOLE
042068205ARMARM HOLDINGS PLC$1.1M0.03%7,679CommonSOLE
651639106NEMNEWMONT CORP$1.1M0.03%12,854CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$1.0M0.03%3,224CommonSOLE
60937P106MDBMONGODB INC$1.0M0.03%3,344CommonSOLE
48251W104KKRKKR & CO INC$1.0M0.03%7,967CommonSOLE
482480100KLACKLA CORP$1.0M0.03%959CommonSOLE
438516106HONHONEYWELL INTL INC$1.0M0.03%4,869CommonSOLE
00724F101ADBEADOBE INC$962,3020.03%2,728CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$949,9720.03%6,825CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$947,8050.03%11,274CommonSOLE
79466L302CRMSALESFORCE INC$946,3410.03%3,993CommonSOLE
25809K105DASHDOORDASH INC$943,5330.03%3,469CommonSOLE
46982L108JJACOBS SOLUTIONS INC$933,6280.03%6,230CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$932,5280.03%1,336CommonSOLE
72352L106PINSPINTEREST INC$865,5020.02%26,904CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$858,6090.02%44,836CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$786,9700.02%5,606CommonSOLE
303250104FICOFAIR ISAAC CORP$781,1890.02%522CommonSOLE
233331107DTEDTE ENERGY CO$779,8450.02%5,514CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$760,9860.02%19,403CommonSOLE
46187W107INVHINVITATION HOMES INC$744,3950.02%25,380CommonSOLE
466313103JBLJABIL INC$724,9130.02%3,338CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$706,0150.02%10,489CommonSOLE
92338C103VLTOVERALTO CORP$703,6260.02%6,600CommonSOLE
81141R100SESEA LTD$697,9410.02%3,905CommonSOLE
H2906T109GRMNGARMIN LTD$684,9840.02%2,782CommonSOLE
75734B100RDDTREDDIT INC$676,4010.02%2,941CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$674,4550.02%26,796CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$668,9510.02%5,015CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$664,8550.02%1,970CommonSOLE
056525108BMIBADGER METER INC$660,7460.02%3,700CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$659,8690.02%38,209CommonSOLE
682189105ONON SEMICONDUCTOR CORP$659,5210.02%13,375CommonSOLE
747525103QCOMQUALCOMM INC$657,9540.02%3,955CommonSOLE
58933Y105MRKMERCK & CO INC$649,8700.02%7,743CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$649,4450.02%6,113CommonSOLE
83444M101SOLVSOLVENTUM CORP$624,5150.02%8,555CommonSOLE
902494103TSNTYSON FOODS INC$614,7300.02%11,321CommonSOLE
375558103GILDGILEAD SCIENCES INC$614,3850.02%5,535CommonSOLE
20825C104COPCONOCOPHILLIPS$606,0380.02%6,407CommonSOLE
26884L109EQTEQT CORP$593,9950.02%10,913CommonSOLE
369550108GDGENERAL DYNAMICS CORP$583,7920.02%1,712CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$580,2500.02%1,977CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$573,2940.02%467CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$566,0260.02%10,451CommonSOLE
075887109BDXBECTON DICKINSON & CO$549,7180.02%2,937CommonSOLE
79589L106IOTSAMSARA INC$549,1020.02%14,741CommonSOLE
142339100CSLCARLISLE COS INC$546,7320.02%1,662CommonSOLE
62944T105NVRNVR INC$538,3220.02%67CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$535,1420.02%4,929CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$531,8380.02%2,639CommonSOLE
049468101TEAMATLASSIAN CORPORATION$527,0100.02%3,300CommonSOLE
G7S00T104PNRPENTAIR PLC$522,1230.02%4,714CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$521,6030.01%4,744CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$518,1200.01%6,208CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$512,3300.01%1,953CommonSOLE
15118V207CELHCELSIUS HLDGS INC$489,3550.01%8,512CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$483,7840.01%18,346CommonSOLE
22822V101CCICROWN CASTLE INC$482,4500.01%5,000CommonSOLE
03073E105CORCENCORA INC$472,8580.01%1,513CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$472,0070.01%5,693CommonSOLE
631103108NDAQNASDAQ INC$459,7630.01%5,198CommonSOLE
02209S103MOALTRIA GROUP INC$440,0920.01%6,662CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$437,6530.01%1,433CommonSOLE
89832Q109TFCTRUIST FINL CORP$425,3330.01%9,303CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$421,8300.01%3,144CommonSOLE
009066101ABNBAIRBNB INC$421,0850.01%3,468CommonSOLE
172062101CINFCINCINNATI FINL CORP$415,8030.01%2,630CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$414,9500.01%4,300CommonSOLE
125269100CFCF INDS HLDGS INC$394,1420.01%4,394CommonSOLE
30063P105EXKEXACT SCIENCES CORP$366,9400.01%6,707CommonSOLE
12504L109CBRECBRE GROUP INC$361,9150.01%2,297CommonSOLE
695156109PKGPACKAGING CORP AMER$361,1100.01%1,657CommonSOLE
493267108KEYKEYCORP$354,7550.01%18,981CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$349,9670.01%8,930CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$337,8870.01%2,509CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$329,1720.01%4,992CommonSOLE
00766T100ACMAECOM$325,0010.01%2,491CommonSOLE
17275R102CSCOCISCO SYS INC$318,1530.01%4,650CommonSOLE
125523100CITHE CIGNA GROUP$311,8870.01%1,082CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$281,3790.01%6,239CommonSOLE
88339J105TTDTHE TRADE DESK INC$268,1830.01%5,472CommonSOLE
92840M102VSTVISTRA CORP$265,0800.01%1,353CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$264,5630.01%7,546CommonSOLE
45168D104IDXXIDEXX LABS INC$261,3060.01%409CommonSOLE
256746108DLTRDOLLAR TREE INC$254,4220.01%2,696CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$245,1970.01%869CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$233,6450.01%981CommonSOLE
15135B101CNCCENTENE CORP DEL$230,3500.01%6,456CommonSOLE
701094104PHPARKER-HANNIFIN CORP$219,8640.01%290CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$217,0350.01%10,739CommonSOLE
92276F100VTRVENTAS INC$207,8000.01%2,969CommonSOLE

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.