Meiji Yasuda America
Latest statistics and disclosures from Meiji Yasuda America's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, GOOG, MSFT, MU, and represent 32.44% of Meiji Yasuda America's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$12M), AAPL (+$8.8M), GOOG (+$8.5M), MSFT (+$7.3M), AVGO (+$5.3M), LLY (+$5.0M), AMZN, MU, PANW, LITE.
- Started 1 new stock position in LITE.
- Reduced shares in these 1 stock: WING.
- Sold out of its position in WING.
- Meiji Yasuda America was a net buyer of stock by $126M.
- Meiji Yasuda America has $598M in assets under management (AUM), dropping by 47.75%.
- Central Index Key (CIK): 0002072353
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Portfolio Holdings for Meiji Yasuda America
Meiji Yasuda America holds 57 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.9 | $53M | +28% | 267k | 200.09 |
|
| Apple (AAPL) | 6.6 | $40M | +28% | 137k | 289.36 |
|
| Alphabet Cap Stk Cl C (GOOG) | 6.6 | $39M | +27% | 111k | 353.33 |
|
| Microsoft Corporation (MSFT) | 5.5 | $33M | +28% | 88k | 373.02 |
|
| Micron Technology (MU) | 4.8 | $29M | +18% | 25k | 1154.29 |
|
| Amazon (AMZN) | 4.4 | $26M | +21% | 111k | 238.34 |
|
| Broadcom (AVGO) | 4.0 | $24M | +28% | 63k | 377.75 |
|
| Eli Lilly & Co. (LLY) | 3.1 | $18M | +37% | 15k | 1199.43 |
|
| JPMorgan Chase & Co. (JPM) | 2.9 | $17M | +16% | 53k | 327.33 |
|
| Meta Platforms Cl A (META) | 2.5 | $15M | +27% | 27k | 563.29 |
|
| Palo Alto Networks (PANW) | 2.5 | $15M | +28% | 44k | 341.02 |
|
| Ge Aerospace Com New (GE) | 2.4 | $15M | +26% | 39k | 373.73 |
|
| Caterpillar (CAT) | 2.4 | $14M | +26% | 13k | 1064.90 |
|
| Goldman Sachs (GS) | 2.1 | $13M | +14% | 13k | 1011.37 |
|
| Advanced Micro Devices (AMD) | 2.0 | $12M | +28% | 21k | 580.91 |
|
| ConocoPhillips (COP) | 1.9 | $11M | +26% | 110k | 103.96 |
|
| Visa Com Cl A (V) | 1.7 | $10M | +22% | 30k | 343.09 |
|
| Applied Materials (AMAT) | 1.7 | $10M | +28% | 14k | 723.00 |
|
| American Express Company (AXP) | 1.6 | $9.7M | +22% | 29k | 338.25 |
|
| Philip Morris International (PM) | 1.5 | $9.0M | +16% | 50k | 180.91 |
|
| Welltower Inc Com reit (WELL) | 1.5 | $8.8M | +14% | 39k | 226.97 |
|
| Coca-Cola Company (KO) | 1.4 | $8.3M | +16% | 102k | 81.27 |
|
| Wal-Mart Stores (WMT) | 1.4 | $8.3M | +16% | 73k | 113.26 |
|
| Royal Caribbean Cruises (RCL) | 1.4 | $8.3M | +21% | 26k | 317.53 |
|
| Corteva (CTVA) | 1.1 | $6.8M | +42% | 80k | 84.69 |
|
| Chubb (CB) | 1.1 | $6.7M | +22% | 20k | 340.74 |
|
| Nextera Energy (NEE) | 1.1 | $6.7M | +17% | 77k | 87.77 |
|
| Waste Management (WM) | 1.1 | $6.5M | +26% | 29k | 222.88 |
|
| Raytheon Technologies Corp (RTX) | 1.0 | $6.2M | +26% | 32k | 189.73 |
|
| Uber Technologies (UBER) | 1.0 | $6.1M | +26% | 85k | 72.16 |
|
| Williams Companies (WMB) | 1.0 | $6.1M | +26% | 82k | 74.34 |
|
| Tesla Motors (TSLA) | 1.0 | $5.9M | +21% | 14k | 420.60 |
|
| TJX Companies (TJX) | 1.0 | $5.9M | +78% | 39k | 151.50 |
|
| Home Depot (HD) | 0.9 | $5.4M | +21% | 15k | 352.68 |
|
| American Electric Power Company (AEP) | 0.9 | $5.3M | +17% | 39k | 136.81 |
|
| Gilead Sciences (GILD) | 0.9 | $5.3M | +37% | 42k | 126.34 |
|
| Progressive Corporation (PGR) | 0.9 | $5.2M | +22% | 24k | 218.45 |
|
| O'reilly Automotive (ORLY) | 0.8 | $4.9M | +21% | 53k | 92.09 |
|
| Sherwin-Williams Company (SHW) | 0.8 | $4.9M | +42% | 14k | 344.32 |
|
| Servicenow (NOW) | 0.8 | $4.9M | +28% | 49k | 99.28 |
|
| S&p Global (SPGI) | 0.8 | $4.8M | +22% | 12k | 407.26 |
|
| Amgen (AMGN) | 0.8 | $4.8M | +37% | 13k | 362.12 |
|
| Ge Vernova (GEV) | 0.8 | $4.7M | +26% | 4.0k | 1174.86 |
|
| Stryker Corporation (SYK) | 0.7 | $4.4M | +37% | 14k | 314.84 |
|
| Deere & Company (DE) | 0.7 | $4.3M | +26% | 6.7k | 634.33 |
|
| Intercontinental Exchange (ICE) | 0.7 | $4.1M | +65% | 33k | 123.11 |
|
| UnitedHealth (UNH) | 0.6 | $3.5M | +37% | 8.3k | 415.63 |
|
| Lumentum Hldgs (LITE) | 0.5 | $3.3M | NEW | 3.8k | 858.06 |
|
| Thermo Fisher Scientific (TMO) | 0.5 | $3.2M | +37% | 6.4k | 501.36 |
|
| Walt Disney Company (DIS) | 0.5 | $3.0M | +27% | 31k | 96.25 |
|
| Boston Scientific Corporation (BSX) | 0.5 | $2.9M | +37% | 67k | 42.68 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $2.8M | +37% | 5.7k | 496.73 |
|
| Digital Realty Trust (DLR) | 0.5 | $2.8M | +14% | 15k | 179.58 |
|
| Insulet Corporation (PODD) | 0.4 | $2.7M | +37% | 17k | 152.25 |
|
| Netflix (NFLX) | 0.4 | $2.6M | +27% | 36k | 71.40 |
|
| Intuit (INTU) | 0.4 | $2.5M | +28% | 9.7k | 261.00 |
|
| Zoetis Cl A (ZTS) | 0.2 | $1.1M | +37% | 16k | 71.86 |
|
Past Filings by Meiji Yasuda America
SEC 13F filings are viewable for Meiji Yasuda America going back to 2026
- Meiji Yasuda America 2026 Q2 filed July 28, 2026
- Meiji Yasuda America 2026 Q1 filed May 12, 2026