Free Trial

Meiji Yasuda Asset Management Co Ltd. Top Holdings and 13F Report (2025)

About Meiji Yasuda Asset Management Co Ltd.

Investment Activity

  • Meiji Yasuda Asset Management Co Ltd. has $2.02 billion in total holdings as of June 30, 2025.
  • Meiji Yasuda Asset Management Co Ltd. owns shares of 543 different stocks, but just 137 companies or ETFs make up 80% of its holdings.
  • Approximately 2.12% of the portfolio was purchased this quarter.
  • About 34.22% of the portfolio was sold this quarter.
  • This quarter, Meiji Yasuda Asset Management Co Ltd. has purchased 643 new stocks and bought additional shares in 64 stocks.
  • Meiji Yasuda Asset Management Co Ltd. sold shares of 415 stocks and completely divested from 130 stocks this quarter.

Largest Holdings

NVIDIA
$90,158,099
Microsoft
$86,793,071
Apple
$65,328,385
Amazon.com
$45,827,061
Alphabet
$38,582,034

Largest New Holdings this Quarter

655663102 - Nordson
$2,382,079 Holding
910047109 - United Airlines
$2,332,840 Holding
87256C101 - TKO GROUP HOLDINGS INC
$1,179,036 Holding
844741108 - Southwest Airlines
$619,604 Holding
00187Y100 - APi Group
$298,336 Holding

Largest Purchases this Quarter

Nordson
11,112 shares (about $2.38M)
United Airlines
29,296 shares (about $2.33M)
EQT
38,446 shares (about $2.24M)
Healthpeak Properties
124,144 shares (about $2.17M)
APTIV PLC
31,433 shares (about $2.14M)

Largest Sales this Quarter

NVIDIA
307,105 shares (about $48.52M)
Microsoft
89,175 shares (about $44.36M)
Apple
177,002 shares (about $36.32M)
Amazon.com
113,278 shares (about $24.85M)
Meta Platforms
26,212 shares (about $19.35M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMeiji Yasuda Asset Management Co Ltd.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$90,158,099$48,519,519 -35.0%570,6574.5%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$86,793,071$44,356,537 -33.8%174,4904.3%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$65,328,385$36,315,500 -35.7%318,4113.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$45,827,061$24,852,061 -35.2%208,8842.3%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$38,582,034$14,118,490 -26.8%218,9301.9%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$36,843,239$19,346,815 -34.4%49,9171.8%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$31,137,384$2,896,415 -8.5%167,7481.5%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$26,069,353$2,405,293 -8.4%602,4811.3%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$24,699,462$10,082,200 -29.0%85,1971.2%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$24,304,061$12,950,864 -34.8%88,1701.2%Computer and Technology
Visa Inc. stock logo
V
Visa
$23,154,941$8,031,231 -25.8%65,2161.1%Business Services
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$22,204,321$5,211,268 -19.0%205,9771.1%Energy
Walmart Inc. stock logo
WMT
Walmart
$22,078,528$6,301,725 -22.2%225,7981.1%Retail/Wholesale
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$21,227,160$8,165,628 -27.8%133,2361.1%Consumer Staples
CocaCola Company (The) stock logo
KO
CocaCola
$21,207,171$1,268,618 -5.6%299,7481.1%Consumer Staples
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$20,061,761$451,242 2.3%841,1641.0%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$19,426,308$5,560,769 -22.3%142,8301.0%Medical
Realty Income Corporation stock logo
O
Realty Income
$18,207,698$1,585,024 -8.0%316,0510.9%Finance
Chevron Corporation stock logo
CVX
Chevron
$18,187,421$1,191,770 -6.1%127,0160.9%Energy
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$17,416,784$113,016 -0.6%250,8900.9%Utilities
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$17,044,762$4,090,951 -19.4%111,5860.8%Medical
Tesla, Inc. stock logo
TSLA
Tesla
$16,466,859$10,857,936 -39.7%51,8380.8%Auto/Tires/Trucks
The Home Depot, Inc. stock logo
HD
Home Depot
$15,969,738$4,477,041 -21.9%43,5570.8%Retail/Wholesale
UGI Corporation stock logo
UGI
UGI
$15,720,220$755,169 -4.6%431,6370.8%Utilities
PepsiCo, Inc. stock logo
PEP
PepsiCo
$15,246,791$3,953,278 -20.6%115,4710.8%Consumer Staples
Eversource Energy stock logo
ES
Eversource Energy
$15,045,048$270,003 1.8%236,4830.7%Utilities
Booking Holdings Inc. stock logo
BKNG
Booking
$13,708,920$4,035,100 -22.7%2,3680.7%Retail/Wholesale
Amcor PLC stock logo
AMCR
Amcor
$13,193,026$326,217 -2.4%1,435,5850.7%Industrials
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$13,181,379$1,231,187 -8.5%63,4880.7%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$12,614,354$7,558,323 -37.5%16,1820.6%Medical
BLACKROCK INC
$12,361,214$2,264,281 -15.5%11,7810.6%COM
American Express Company stock logo
AXP
American Express
$12,204,813$2,613,084 -17.6%38,2620.6%Finance
S&P Global Inc. stock logo
SPGI
S&P Global
$12,163,526$2,338,004 -16.1%23,0680.6%Finance
Medtronic PLC stock logo
MDT
Medtronic
$11,574,694$1,055,977 -8.4%132,7830.6%Medical
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$11,236,682$326,728 3.0%159,6800.6%Computer and Technology
Consolidated Edison Inc stock logo
ED
Consolidated Edison
$11,161,128$1,148,907 -9.3%111,2220.6%Utilities
Republic Services, Inc. stock logo
RSG
Republic Services
$11,116,192$1,363,753 -10.9%45,0760.6%Business Services
Philip Morris International Inc. stock logo
PM
Philip Morris International
$10,691,213$3,932,551 -26.9%58,7010.5%Consumer Staples
Eaton Corporation, PLC stock logo
ETN
Eaton
$10,619,382$1,623,234 -13.3%29,7470.5%Industrials
Stanley Black & Decker, Inc. stock logo
SWK
Stanley Black & Decker
$10,402,606$2,082,838 25.0%153,5440.5%Industrials
Archer Daniels Midland Company stock logo
ADM
Archer Daniels Midland
$10,330,154$1,011,634 -8.9%195,7210.5%Consumer Staples
National Fuel Gas Company stock logo
NFG
National Fuel Gas
$10,303,193$450,911 -4.2%121,6290.5%Energy
U.S. Bancorp stock logo
USB
U.S. Bancorp
$10,262,836$1,054,054 -9.3%226,8030.5%Finance
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$10,243,765$45,162 0.4%106,1530.5%Finance
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$10,155,415$1,016,147 -9.1%78,7730.5%Consumer Staples
Best Buy Co., Inc. stock logo
BBY
Best Buy
$10,150,794$806,231 8.6%151,2110.5%Retail/Wholesale
Ecolab Inc. stock logo
ECL
Ecolab
$10,071,667$2,067,144 -17.0%37,3800.5%Basic Materials
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$9,970,873$425,215 4.5%31,9610.5%Medical
ServiceNow, Inc. stock logo
NOW
ServiceNow
$9,803,771$2,961,899 -23.2%9,5360.5%Computer and Technology
Edison International stock logo
EIX
Edison International
$9,711,326$335,297 -3.3%188,2040.5%Utilities
Essential Utilities Inc. stock logo
WTRG
Essential Utilities
$9,687,858$908,519 -8.6%260,8470.5%Utilities
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$9,611,022$1,824,005 -16.0%60,3480.5%Computer and Technology
Essex Property Trust, Inc. stock logo
ESS
Essex Property Trust
$9,568,151$294,169 3.2%33,7620.5%Finance
The J. M. Smucker Company stock logo
SJM
J. M. Smucker
$9,390,179$557,481 -5.6%95,6230.5%Consumer Staples
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$9,284,272$842,891 -8.3%16,3790.5%Computer and Technology
Hormel Foods Corporation stock logo
HRL
Hormel Foods
$9,194,276$564,828 -5.8%303,9430.5%Consumer Staples
Heico Corporation stock logo
HEI.A
Heico
$9,019,249$802,125 -8.2%34,8570.4%Aerospace
Federal Realty Investment Trust stock logo
FRT
Federal Realty Investment Trust
$9,008,567$85,301 -0.9%94,8370.4%Finance
Sonoco Products Company stock logo
SON
Sonoco Products
$8,959,595$142,659 1.6%205,6840.4%Industrials
EOG Resources, Inc. stock logo
EOG
EOG Resources
$8,791,215$1,284,970 -12.8%73,4990.4%Energy
LINDE PLC
$8,769,443$2,283,499 -20.7%18,6910.4%SHS
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$8,659,751$742,843 -7.9%42,3170.4%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$8,502,280$1,418,023 -14.3%27,5690.4%Computer and Technology
Quanta Services, Inc. stock logo
PWR
Quanta Services
$8,425,135$1,167,511 -12.2%22,2840.4%Construction
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$8,288,424$2,182,370 -20.8%90,8420.4%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$8,284,401$2,258,994 -21.4%21,3400.4%Industrials
Analog Devices, Inc. stock logo
ADI
Analog Devices
$7,988,665$1,033,959 -11.5%33,5630.4%Computer and Technology
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$7,937,661$1,188,608 -13.0%87,3230.4%Consumer Staples
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$7,777,343$2,174,193 -21.8%72,4080.4%Medical
Citigroup Inc. stock logo
C
Citigroup
$7,679,186$2,188,861 -22.2%90,2160.4%Financial Services
ONE Gas, Inc. stock logo
OGS
ONE Gas
$7,637,568$653,136 -7.9%106,2840.4%Utilities
Sysco Corporation stock logo
SYY
Sysco
$7,610,507$630,536 -7.7%100,4820.4%Consumer Staples
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$7,509,033$7,338,528 -49.4%15,4580.4%Finance
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$7,508,839$2,505,663 -25.0%13,8180.4%Medical
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$7,486,695$104,406 1.4%79,7390.4%ETF
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$7,417,500$793,178 -9.7%30,0000.4%Industrials
Target Corporation stock logo
TGT
Target
$7,367,971$278,785 -3.6%74,6880.4%Retail/Wholesale
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$7,356,176$3,158,751 -30.0%59,5690.4%Retail/Wholesale
Spire Inc. stock logo
SR
Spire
$7,355,056$350,425 -4.5%100,7680.4%Utilities
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
$7,336,982$501,566 -6.4%50,1160.4%Finance
NIKE, Inc. stock logo
NKE
NIKE
$7,323,940$658,186 -8.2%103,0960.4%Consumer Discretionary
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$7,178,709$361,601 -4.8%25,4510.4%Basic Materials
PALANTIR TECHNOLOGIES INC
$7,102,681$3,095,827 -30.4%52,1030.4%CL A
Alphabet Inc. stock logo
GOOG
Alphabet
$7,082,651$10,167,818 -58.9%39,9270.4%Computer and Technology
Emerson Electric Co. stock logo
EMR
Emerson Electric
$7,044,091$3,192,054 -31.2%52,8320.3%Industrials
Netflix, Inc. stock logo
NFLX
Netflix
$7,039,806$8,519,545 -54.8%5,2570.3%Consumer Discretionary
Equity Lifestyle Properties, Inc. stock logo
ELS
Equity Lifestyle Properties
$7,022,116$350,779 -4.8%113,8660.3%Finance
Union Pacific Corporation stock logo
UNP
Union Pacific
$6,973,725$1,899,771 -21.4%30,3100.3%Transportation
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$6,922,528$3,365,346 -32.7%99,7770.3%Computer and Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$6,915,244$3,317,454 -32.4%23,4590.3%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$6,897,273$1,387,131 -16.7%31,0870.3%Retail/Wholesale
Aflac Incorporated stock logo
AFL
Aflac
$6,892,760$718,394 -9.4%65,3590.3%Finance
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$6,851,247$54,060 -0.8%90,3620.3%Consumer Staples
Welltower Inc. stock logo
WELL
Welltower
$6,811,623$1,321,617 -16.2%44,3090.3%Finance
Accenture PLC stock logo
ACN
Accenture
$6,615,332$778,310 13.3%22,1330.3%Computer and Technology
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$6,543,110$567,971 -8.0%6,2900.3%Industrials
AMETEK, Inc. stock logo
AME
AMETEK
$6,525,418$622,683 -8.7%36,0600.3%Computer and Technology
Synopsys, Inc. stock logo
SNPS
Synopsys
$6,317,756$1,148,916 -15.4%12,3230.3%Computer and Technology
C.H. Robinson Worldwide, Inc. stock logo
CHRW
C.H. Robinson Worldwide
$6,282,998$221,357 3.7%65,4820.3%Transportation
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$6,117,580$2,058,926 -25.2%15,0880.3%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data