Institutional
Meiji Yasuda America Inc
CIK 0002072353
$597.6M
Reported AUM
57
Positions
Q2 2026
Period
2026-07-28
Filed
Editorial summary
Summary for Meiji Yasuda America Inc · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $193.63 | 1.91% | 9.52% | 751.61% | $53.4M | 8.94% | — | HELD |
| 2 | AAPL | APPLE INC | $332.02 | -1.82% | 67.77% | 128.17% | $39.5M | 6.62% | — | HELD |
| 3 | GOOG | ALPHABET INC | $334.32 | -0.43% | 77.27% | 132.86% | $39.2M | 6.56% | — | HELD |
| 4 | MSFT | MICROSOFT CORP | $454.63 | 16.41% | -24.89% | 34.54% | $32.8M | 5.48% | — | HELD |
| 5 | MU | MICRON TECHNOLOGY INC | $854.26 | 15.60% | 662.58% | 1011.70% | $28.9M | 4.84% | — | HELD |
| 6 | AMZN | AMAZON COM INC | $238.51 | 5.23% | 5.54% | 30.60% | $26.4M | 4.41% | — | HELD |
| 7 | AVGO | BROADCOM INC | $387.16 | 4.55% | 31.81% | 734.42% | $23.7M | 3.97% | — | HELD |
| 8 | LLY | ELI LILLY & CO | $1164.70 | -3.75% | 54.61% | 373.33% | $18.3M | 3.06% | — | HELD |
| 9 | JPM | JPMORGAN CHASE & CO | $350.57 | 1.70% | 21.40% | 144.23% | $17.3M | 2.90% | — | HELD |
| 10 | META | META PLATFORMS INC | $531.79 | -9.19% | -21.66% | 55.72% | $15.0M | 2.52% | — | HELD |
| 11 | PANW | PALO ALTO NETWORKS INC | $318.50 | 1.38% | 81.72% | 308.84% | $14.9M | 2.50% | — | HELD |
| 12 | GE | GE AEROSPACE | $353.55 | 0.83% | 30.82% | 446.84% | $14.5M | 2.43% | — | HELD |
| 13 | CAT | CATERPILLAR INC | $804.18 | 2.74% | 84.23% | 304.51% | $14.2M | 2.38% | — | HELD |
| 14 | GS | GOLDMAN SACHS GROUP INC | $1019.03 | 3.90% | 41.00% | 166.43% | $12.7M | 2.13% | — | HELD |
| 15 | AMD | ADVANCED MICRO DEVICES INC | $485.62 | 13.05% | 188.39% | 347.27% | $12.1M | 2.03% | — | HELD |
| 16 | COP | CONOCOPHILLIPS | $117.55 | -0.43% | 31.49% | 152.18% | $11.4M | 1.91% | — | HELD |
| 17 | V | VISA INC | $363.24 | -1.49% | 9.62% | 67.02% | $10.2M | 1.71% | — | HELD |
| 18 | AMAT | APPLIED MATLS INC | $496.21 | 13.69% | 179.14% | 284.62% | $10.2M | 1.71% | — | HELD |
| 19 | AXP | AMERICAN EXPRESS CO | $336.76 | 1.59% | 13.86% | 112.26% | $9.7M | 1.62% | — | HELD |
| 20 | PM | PHILIP MORRIS INTL INC | $192.04 | -3.23% | 22.25% | 135.79% | $9.0M | 1.51% | — | HELD |
| 21 | WELL | WELLTOWER INC | $234.85 | -2.58% | 47.25% | 209.30% | $8.8M | 1.47% | — | HELD |
| 22 | KO | COCA COLA CO | $87.89 | -1.34% | 30.56% | 80.02% | $8.3M | 1.39% | — | HELD |
| 23 | WMT | WALMART INC | $110.80 | -2.99% | 16.94% | 145.72% | $8.3M | 1.38% | — | HELD |
| 24 | RCL | ROYAL CARIBBEAN GROUP | $321.33 | -0.70% | 3.93% | 299.11% | $8.3M | 1.38% | — | HELD |
| 25 | CTVA | CORTEVA INC | $89.60 | -1.01% | 28.41% | 116.63% | $6.8M | 1.13% | — | HELD |
| 26 | CB | CHUBB LIMITED | $348.91 | -3.59% | 36.16% | 110.48% | $6.7M | 1.12% | — | HELD |
| 27 | NEE | NEXTERA ENERGY INC | $87.43 | -1.16% | 29.29% | 19.57% | $6.7M | 1.12% | — | HELD |
| 28 | WM | WASTE MGMT INC DEL | $226.51 | -4.26% | 5.03% | 64.94% | $6.5M | 1.10% | — | HELD |
| 29 | RTX | RTX CORPORATION | $211.48 | -1.75% | 37.56% | 177.98% | $6.2M | 1.03% | — | HELD |
| 30 | UBER | UBER TECHNOLOGIES INC | $69.18 | -2.84% | -20.38% | 76.79% | $6.1M | 1.02% | — | HELD |
| 31 | WMB | WILLIAMS COS INC | $70.16 | 0.04% | — | — | $6.1M | 1.02% | — | HELD |
| 32 | TSLA | TESLA INC | $306.83 | 2.85% | — | — | $5.9M | 0.99% | — | HELD |
| 33 | TJX | TJX COS INC NEW | $158.18 | -2.13% | — | — | $5.9M | 0.98% | — | HELD |
| 34 | HD | HOME DEPOT INC | $332.72 | -1.64% | — | — | $5.4M | 0.91% | — | HELD |
| 35 | AEP | AMERICAN ELEC PWR CO INC | $127.88 | -1.18% | — | — | $5.3M | 0.90% | — | HELD |
| 36 | GILD | GILEAD SCIENCES INC | $129.94 | -2.10% | — | — | $5.3M | 0.89% | — | HELD |
| 37 | PGR | PROGRESSIVE CORP | $213.00 | -3.18% | — | — | $5.2M | 0.87% | — | HELD |
| 38 | ORLY | OREILLY AUTOMOTIVE INC | $88.42 | -2.44% | — | — | $4.9M | 0.82% | — | HELD |
| 39 | SHW | SHERWIN WILLIAMS CO | $342.95 | -0.27% | — | — | $4.9M | 0.82% | — | HELD |
| 40 | NOW | SERVICENOW INC | $108.48 | -6.29% | — | — | $4.9M | 0.81% | — | HELD |
| 41 | SPGI | S&P GLOBAL INC | $410.62 | -2.15% | — | — | $4.8M | 0.81% | — | HELD |
| 42 | AMGN | AMGEN INC | $383.27 | -1.13% | — | — | $4.8M | 0.81% | — | HELD |
| 43 | GEV | GE VERNOVA INC | $964.85 | 7.17% | — | — | $4.7M | 0.79% | — | HELD |
| 44 | SYK | STRYKER CORPORATION | $347.36 | -1.39% | — | — | $4.4M | 0.73% | — | HELD |
| 45 | DE | DEERE & CO | $597.97 | -2.12% | — | — | $4.3M | 0.71% | — | HELD |
| 46 | ICE | INTERCONTINENTAL EXCHANGE IN | $152.29 | -1.29% | — | — | $4.1M | 0.69% | — | HELD |
| 47 | UNH | UNITEDHEALTH GROUP INC | $424.18 | 0.86% | — | — | $3.5M | 0.58% | — | HELD |
| 48 | LITE | LUMENTUM HLDGS INC | $679.58 | 12.82% | — | — | $3.3M | 0.55% | — | HELD |
| 49 | TMO | THERMO FISHER SCIENTIFIC INC | $569.52 | -1.20% | — | — | $3.2M | 0.53% | — | HELD |
| 50 | DIS | DISNEY WALT CO | $95.51 | -3.02% | — | — | $3.0M | 0.50% | — | HELD |
| 51 | BSX | BOSTON SCIENTIFIC CORP | $45.12 | -2.00% | — | — | $2.9M | 0.48% | — | HELD |
| 52 | VRTX | VERTEX PHARMACEUTICALS INC | $476.09 | -1.50% | — | — | $2.8M | 0.48% | — | HELD |
| 53 | DLR | DIGITAL RLTY TR INC | $192.66 | 2.38% | — | — | $2.8M | 0.46% | — | HELD |
| 54 | PODD | INSULET CORP | $164.03 | -3.86% | — | — | $2.7M | 0.44% | — | HELD |
| 55 | NFLX | NETFLIX INC. | $72.53 | -1.49% | — | — | $2.6M | 0.44% | — | HELD |
| 56 | INTU | INTUIT | $310.26 | -6.87% | — | — | $2.5M | 0.42% | — | HELD |
| 57 | ZTS | ZOETIS INC | $75.65 | -2.93% | — | — | $1.1M | 0.19% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002884. 13F discloses long positions only — shorts, foreign equities, and options are excluded.