Meiji Yasuda America Inc Top Holdings and 13F Report (2026) About Meiji Yasuda America IncInvestment ActivityMeiji Yasuda America Inc has $597.57 million in total holdings as of June 30, 2026.Meiji Yasuda America Inc owns shares of 57 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 21.35% of the portfolio was purchased this quarter.About 0.31% of the portfolio was sold this quarter.This quarter, Meiji Yasuda America Inc has purchased 57 new stocks and bought additional shares in 56 stocks.Meiji Yasuda America Inc sold shares of 0 stocks and completely divested from 1 stock this quarter.Largest Holdings NVIDIA $53,418,027Apple $39,535,546Alphabet $39,206,910Microsoft $32,764,212Micron Technology $28,901,113 Largest New Holdings this Quarter 55024U109 - Lumentum $3,273,499 Holding Largest Purchases this Quarter NVIDIA 59,759 shares (about $11.96M)Apple 30,583 shares (about $8.85M)Alphabet 24,150 shares (about $8.53M)Microsoft 19,660 shares (about $7.33M)Broadcom 14,054 shares (about $5.31M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeiji Yasuda America Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$53,418,027$11,957,178 â–²28.8%266,9708.9%Computer and TechnologyAAPLApple$39,535,546$8,849,497 â–²28.8%136,6316.6%Computer and TechnologyGOOGAlphabet$39,206,910$8,532,919 â–²27.8%110,9646.6%Computer and TechnologyMSFTMicrosoft$32,764,212$7,333,573 â–²28.8%87,8355.5%Computer and TechnologyMUMicron Technology$28,901,113$4,435,936 â–²18.1%25,0384.8%Computer and TechnologyAMZNAmazon.com$26,365,886$4,696,490 â–²21.7%110,6234.4%Retail/WholesaleAVGOBroadcom$23,720,056$5,308,899 â–²28.8%62,7934.0%Computer and TechnologyLLYEli Lilly and Company$18,311,698$5,031,609 â–²37.9%15,2673.1%MedicalJPMJPMorgan Chase & Co.$17,338,015$2,505,384 â–²16.9%52,9682.9%FinanceMETAMeta Platforms$15,037,027$3,272,152 â–²27.8%26,6952.5%Computer and TechnologyPANWPalo Alto Networks$14,934,971$3,342,337 â–²28.8%43,7952.5%Computer and TechnologyGEGE Aerospace$14,533,239$3,055,990 â–²26.6%38,8872.4%AerospaceCATCaterpillar$14,217,480$2,988,109 â–²26.6%13,3512.4%IndustrialsGSThe Goldman Sachs Group$12,706,853$1,614,147 â–²14.6%12,5642.1%FinanceAMDAdvanced Micro Devices$12,122,430$2,712,850 â–²28.8%20,8682.0%Computer and TechnologyCOPConocoPhillips$11,418,135$2,384,427 â–²26.4%109,8321.9%EnergyVVisa$10,223,053$1,867,782 â–²22.4%29,7971.7%Business ServicesAMATApplied Materials$10,211,652$2,283,957 â–²28.8%14,1241.7%Computer and TechnologyAXPAmerican Express$9,671,244$1,766,680 â–²22.4%28,5921.6%FinancePMPhilip Morris International$9,007,328$1,257,686 â–²16.2%49,7891.5%Consumer StaplesWELLWelltower$8,772,164$1,110,791 â–²14.5%38,6491.5%FinanceKOCocaCola$8,313,271$1,160,861 â–²16.2%102,2921.4%Consumer StaplesWALMART INC$8,269,113$1,154,686 â–²16.2%73,0101.4%COMRCLRoyal Caribbean Cruises$8,266,894$1,472,069 â–²21.7%26,0351.4%Consumer DiscretionaryCTVACorteva$6,781,636$2,019,941 â–²42.4%80,0761.1%Consumer StaplesCBChubb$6,721,097$1,227,686 â–²22.3%19,7251.1%FinanceNEENextEra Energy$6,718,091$1,021,994 â–²17.9%76,5421.1%UtilitiesWMWaste Management$6,545,763$1,376,284 â–²26.6%29,3691.1%Business ServicesRTXRTX$6,151,616$1,293,389 â–²26.6%32,4231.0%AerospaceUBERUber Technologies$6,113,972$1,285,747 â–²26.6%84,7281.0%Computer and TechnologyWMBWilliams Companies$6,111,566$1,276,269 â–²26.4%82,2111.0%EnergyTSLATesla$5,895,550$1,049,397 â–²21.7%14,0171.0%Auto/Tires/TrucksTJXTJX Companies$5,860,929$2,578,530 â–²78.6%38,6861.0%Retail/WholesaleHDHome Depot$5,440,442$968,812 â–²21.7%15,4260.9%Retail/WholesaleAEPAmerican Electric Power$5,348,313$813,335 â–²17.9%39,0930.9%UtilitiesGILDGilead Sciences$5,306,027$1,458,469 â–²37.9%41,9980.9%MedicalPGRProgressive$5,194,086$948,728 â–²22.3%23,7770.9%FinanceORLYO'Reilly Automotive$4,907,844$874,210 â–²21.7%53,2940.8%Retail/WholesaleSHWSherwin-Williams$4,889,688$1,455,785 â–²42.4%14,2010.8%Basic MaterialsNOWServiceNow$4,864,025$1,088,704 â–²28.8%48,9930.8%Computer and TechnologySPGIS&P Global$4,846,801$884,976 â–²22.3%11,9010.8%FinanceAMGNAmgen$4,833,216$1,328,256 â–²37.9%13,3470.8%MedicalGE VERNOVA INC$4,741,735$995,106 â–²26.6%4,0360.8%COMSYKStryker$4,374,702$1,202,059 â–²37.9%13,8950.7%MedicalDEDeere & Company$4,258,892$894,405 â–²26.6%6,7140.7%IndustrialsICEIntercontinental Exchange$4,106,457$1,631,577 â–²65.9%33,3560.7%FinanceUNHUnitedHealth Group$3,450,145$947,637 â–²37.9%8,3010.6%MedicalLITELumentum$3,273,499$3,273,499 â–²New Holding3,8150.5%Computer and TechnologyTMOThermo Fisher Scientific$3,188,148$875,876 â–²37.9%6,3590.5%MedicalDISWalt Disney$2,986,156$649,880 â–²27.8%31,0250.5%Consumer DiscretionaryBSXBoston Scientific$2,866,858$788,043 â–²37.9%67,1710.5%MedicalVRTXVertex Pharmaceuticals$2,847,753$781,853 â–²37.8%5,7330.5%MedicalDLRDigital Realty Trust$2,772,715$351,079 â–²14.5%15,4400.5%FinancePODDInsulet$2,654,327$729,430 â–²37.9%17,4340.4%MedicalNFLXNetflix$2,601,959$566,202 â–²27.8%36,4420.4%Consumer DiscretionaryINTUIntuit$2,523,609$564,543 â–²28.8%9,6690.4%Computer and TechnologyZTSZoetis$1,125,543$309,357 â–²37.9%15,6630.2%MedicalWINGWingstop$0$1,876,222 â–¼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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