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Meiji Yasuda Asset Management Co Ltd. Top Holdings and 13F Report (2026)

About Meiji Yasuda Asset Management Co Ltd.

Investment Activity

  • Meiji Yasuda Asset Management Co Ltd. has $2.22 billion in total holdings as of June 30, 2026.
  • Meiji Yasuda Asset Management Co Ltd. owns shares of 596 different stocks, but just 147 companies or ETFs make up 80% of its holdings.
  • Approximately 7.84% of the portfolio was purchased this quarter.
  • About 6.89% of the portfolio was sold this quarter.
  • This quarter, Meiji Yasuda Asset Management Co Ltd. has purchased 548 new stocks and bought additional shares in 205 stocks.
  • Meiji Yasuda Asset Management Co Ltd. sold shares of 229 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

NVIDIA
$88,486,001
Apple
$75,770,652
Alphabet
$64,222,248
Microsoft
$56,775,136
Amazon.com
$44,238,526

Largest New Holdings this Quarter

115236101 - Brown & Brown
$3,290,189 Holding
42250P103 - HEALTHPEAK PROPERTIES INC
$3,240,816 Holding
016255101 - Align Technology
$2,470,869 Holding
82982T106 - SiTime
$2,370,135 Holding
55024U109 - Lumentum
$2,185,479 Holding

Largest Purchases this Quarter

Applied Materials
10,161 shares (about $7.35M)
Booking
37,594 shares (about $6.70M)
Intel
45,388 shares (about $6.34M)
Monolithic Power Systems
4,178 shares (about $5.78M)
Micron Technology
4,879 shares (about $5.63M)

Largest Sales this Quarter

NVIDIA
48,777 shares (about $9.76M)
AbbVie
37,011 shares (about $9.31M)
Eaton
14,996 shares (about $6.39M)
Palo Alto Networks
16,891 shares (about $5.76M)
Taiwan Semiconductor Manufacturing
10,731 shares (about $5.12M)

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
$88,486,001$9,759,790 â–¼-9.9%442,2314.0%Technology
Apple Inc. stock logo
AAPL
Apple
$75,770,652$4,540,637 â–¼-5.7%261,8563.4%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$64,222,248$864,478 â–¼-1.3%179,7082.9%Communication Services
Microsoft Corporation stock logo
MSFT
Microsoft
$56,775,136$336,091 â–¼-0.6%152,2042.6%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$44,238,526$74,839 â–²0.2%185,6112.0%Consumer Discretionary
Broadcom Inc. stock logo
AVGO
Broadcom
$35,061,244$2,280,855 â–¼-6.1%92,8161.6%Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$25,957,934$1,944,337 â–²8.1%613,0831.2%Communication Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$25,216,935$287,748 â–¼-1.1%99,2911.1%Healthcare
Micron Technology, Inc. stock logo
MU
Micron Technology
$24,619,851$5,631,781 â–²29.7%21,3291.1%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$24,575,216$102,519 â–¼-0.4%43,6281.1%Communication Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$24,316,036$501,470 â–¼-2.0%74,2861.1%Finance
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$24,073,794$355,062 â–²1.5%176,0811.1%Energy
AbbVie Inc. stock logo
ABBV
AbbVie
$23,872,332$9,313,448 â–¼-28.1%94,8671.1%Healthcare
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$23,229,829$1,834,320 â–²8.6%158,4141.0%Consumer Staples
CocaCola Company (The) stock logo
KO
CocaCola
$22,084,472$1,300 â–¼0.0%271,7421.0%Consumer Staples
Visa Inc. stock logo
V
Visa
$21,999,617$134,148 â–²0.6%64,1221.0%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$20,120,663$476,960 â–²2.4%47,8380.9%Consumer Discretionary
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$19,465,367$2,673,299 â–²15.9%221,7770.9%Utilities
Robert Half Inc. stock logo
RHI
Robert Half
$19,348,614$2,001,701 â–¼-9.4%630,2480.9%Industrials
Edison International stock logo
EIX
Edison International
$19,137,447$1,366,604 â–²7.7%257,0510.9%Utilities
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$17,871,507$410,205 â–¼-2.2%14,9000.8%Healthcare
Realty Income Corporation stock logo
O
Realty Income
$17,202,946$120,450 â–¼-0.7%277,6460.8%Real Estate
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$16,110,982$1,626,568 â–¼-9.2%54,0510.7%Technology
WALMART INC
$15,835,673$2,688,000 â–¼-14.5%139,8170.7%COM
Best Buy Co., Inc. stock logo
BBY
Best Buy
$15,619,594$75,501 â–¼-0.5%205,8460.7%Consumer Discretionary
AMCOR PLC
$15,555,194$36,457 â–¼-0.2%358,8280.7%COM NEW
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$15,464,295$1,797,412 â–¼-10.4%464,8120.7%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$15,433,629$203,496 â–¼-1.3%43,7610.7%Consumer Discretionary
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$15,066,829$3,534,724 â–²30.7%128,2720.7%Technology
Target Corporation stock logo
TGT
Target
$14,205,797$717,441 â–¼-4.8%108,7650.6%Consumer Staples
KIMBERLY-CLARK CORP
$14,163,733$307,356 â–²2.2%129,0310.6%COM
PepsiCo, Inc. stock logo
PEP
PepsiCo
$14,143,072$1,541,123 â–¼-9.8%104,4540.6%Consumer Staples
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$13,847,545$1,771,415 â–²14.7%33,3170.6%Healthcare
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$13,582,234$2,987,438 â–²28.2%9,9840.6%Industrials
Alphabet Inc. stock logo
GOOG
Alphabet
$13,567,165$95,046 â–²0.7%38,3980.6%Communication Services
Sonoco Products Company stock logo
SON
Sonoco Products
$13,404,538$237,346 â–¼-1.7%237,8800.6%Materials
Cummins Inc. stock logo
CMI
Cummins
$13,230,759$3,584,594 â–¼-21.3%18,5510.6%Industrials
Hormel Foods Corporation stock logo
HRL
Hormel Foods
$13,124,196$996,349 â–²8.2%528,7750.6%Consumer Staples
Federal Realty Investment Trust stock logo
FRT
Federal Realty Investment Trust
$12,675,436$182,444 â–¼-1.4%102,6850.6%Real Estate
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$12,355,943$786,394 â–¼-6.0%108,6810.6%Finance
The J. M. Smucker Company stock logo
SJM
J. M. Smucker
$12,246,863$459,900 â–²3.9%108,8610.6%Consumer Staples
Medtronic PLC stock logo
MDT
Medtronic
$12,045,855$2,014,735 â–²20.1%153,9800.5%Healthcare
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$11,827,302$165,893 â–²1.4%78,0680.5%Consumer Discretionary
Eversource Energy stock logo
ES
Eversource Energy
$11,603,960$753,126 â–²6.9%160,5640.5%Utilities
Stanley Black & Decker, Inc. stock logo
SWK
Stanley Black & Decker
$11,520,947$502,789 â–¼-4.2%122,4070.5%Consumer Discretionary
The Clorox Company stock logo
CLX
Clorox
$11,078,580$738,992 â–²7.1%116,0790.5%Consumer Staples
Archer Daniels Midland Company stock logo
ADM
Archer Daniels Midland
$10,960,191$702,651 â–²6.9%143,4580.5%Consumer Staples
Consolidated Edison Inc stock logo
ED
Consolidated Edison
$10,867,296$693,429 â–²6.8%98,2310.5%Utilities
Citigroup Inc. stock logo
C
Citigroup
$10,819,748$405,324 â–¼-3.6%77,3060.5%Finance
Philip Morris International Inc. stock logo
PM
Philip Morris International
$10,719,822$2,397,419 â–²28.8%59,2550.5%Consumer Staples
Vertiv Holdings Co. stock logo
VRT
Vertiv
$10,693,146$3,586,927 â–²50.5%31,9370.5%Industrials
Essex Property Trust, Inc. stock logo
ESS
Essex Property Trust
$10,668,112$148,128 â–¼-1.4%36,5860.5%Real Estate
C.H. Robinson Worldwide, Inc. stock logo
CHRW
C.H. Robinson Worldwide
$10,377,534$442,787 â–¼-4.1%55,1000.5%Industrials
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$10,270,998$48,785 â–¼-0.5%55,5820.5%Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$10,189,962$7,346,403 â–²258.4%14,0940.5%Technology
BLACKROCK INC
$10,158,881$250,006 â–¼-2.4%10,5650.5%COM
American Express Company stock logo
AXP
American Express
$10,076,806$283,454 â–¼-2.7%29,7910.5%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$10,024,764$4,012,345 â–²66.7%17,2570.5%Technology
LINDE PLC
$9,797,068$1,899,839 â–²24.1%18,8790.4%SHS
SANDISK CORP
$9,715,648$1,657,549 â–¼-14.6%4,2730.4%COM
EOG Resources, Inc. stock logo
EOG
EOG Resources
$9,697,966$1,229,581 â–²14.5%74,7550.4%Energy
Welltower Inc. stock logo
WELL
Welltower
$9,522,980$385,622 â–²4.2%41,9570.4%Real Estate
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$9,499,056$512,583 â–²5.7%103,6110.4%Consumer Staples
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$9,416,650$2,009,056 â–²27.1%42,0480.4%Industrials
Spire Inc. stock logo
SR
Spire
$9,279,122$386,936 â–²4.4%118,8260.4%Utilities
Polaris Inc. stock logo
PII
Polaris
$9,117,577$834,694 â–¼-8.4%133,2200.4%Consumer Discretionary
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$9,066,298$73,295 â–²0.8%30,9240.4%Materials
Essential Utilities Inc. stock logo
WTRG
Essential Utilities
$9,048,554$495,157 â–²5.8%236,1930.4%Utilities
U.S. Bancorp stock logo
USB
U.S. Bancorp
$9,040,491$3,250,426 â–¼-26.4%149,6770.4%Finance
S&P Global Inc. stock logo
SPGI
S&P Global
$9,036,285$2,334,007 â–²34.8%22,1880.4%Finance
Republic Services, Inc. stock logo
RSG
Republic Services
$8,949,573$89,707 â–²1.0%42,0010.4%Industrials
GE VERNOVA INC
$8,831,423$175,054 â–¼-1.9%7,5170.4%COM
Avista Corporation stock logo
AVA
Avista
$8,660,811$218,296 â–²2.6%211,7040.4%Utilities
Equity Lifestyle Properties, Inc. stock logo
ELS
Equity Lifestyle Properties
$8,482,845$79,531 â–¼-0.9%131,6190.4%Real Estate
Cloudflare, Inc. stock logo
NET
Cloudflare
$8,433,708$2,133,691 â–²33.9%34,3840.4%Technology
ONE Gas, Inc. stock logo
OGS
ONE Gas
$8,355,929$171,789 â–²2.1%108,4200.4%Utilities
Sysco Corporation stock logo
SYY
Sysco
$8,244,248$123,030 â–¼-1.5%98,6390.4%Consumer Staples
Ecolab Inc. stock logo
ECL
Ecolab
$8,127,054$2,323,886 â–¼-22.2%29,1700.4%Materials
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$8,057,031$158,766 â–¼-1.9%29,7890.4%Industrials
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$8,010,143$375,354 â–²4.9%86,8120.4%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$7,946,440$78,000 â–¼-1.0%61,8400.4%Healthcare
Intel Corporation stock logo
INTC
Intel
$7,896,635$6,337,526 â–²406.5%56,5540.4%Technology
PALANTIR TECHNOLOGIES INC
$7,778,272$135,687 â–²1.8%66,6690.4%CL A
ARM HOLDINGS PLC
$7,772,529$2,133,802 â–²37.8%21,9210.3%SPONSORED ADS
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$7,726,239$409,782 â–²5.6%85,1470.3%Healthcare
AMETEK, Inc. stock logo
AME
AMETEK
$7,670,708$240,730 â–²3.2%31,7050.3%Technology
PPG Industries, Inc. stock logo
PPG
PPG Industries
$7,607,066$43,301 â–¼-0.6%62,7180.3%Materials
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$7,593,418$40,532 â–¼-0.5%15,1750.3%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$7,459,625$5,059,340 â–¼-40.4%7,0050.3%Industrials
Chevron Corporation stock logo
CVX
Chevron
$7,454,890$175,374 â–¼-2.3%44,9740.3%Energy
Keysight Technologies Inc. stock logo
KEYS
Keysight Technologies
$7,377,375$171,184 â–¼-2.3%21,0740.3%Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$7,250,426$5,760,169 â–¼-44.3%21,2610.3%Technology
LAM RESEARCH CORP
$7,139,978$2,180,083 â–²44.0%16,4770.3%COM NEW
Booking Holdings Inc. stock logo
BKNG
Booking
$7,086,109$6,700,754 â–²1,738.9%39,7560.3%Consumer Discretionary
Emerson Electric Co. stock logo
EMR
Emerson Electric
$7,043,553$877,223 â–²14.2%49,2040.3%Industrials
Fastenal Company stock logo
FAST
Fastenal
$7,011,035$164,263 â–²2.4%145,9720.3%Industrials
Advanced Energy Industries, Inc. stock logo
AEIS
Advanced Energy Industries
$6,972,296$1,434,058 â–²25.9%18,6990.3%Technology
Quanta Services, Inc. stock logo
PWR
Quanta Services
$6,837,500$304,577 â–¼-4.3%9,4960.3%Industrials
National Fuel Gas Company stock logo
NFG
National Fuel Gas
$6,824,129$731,796 â–²12.0%88,3840.3%Utilities
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$6,816,288$1,431,658 â–¼-17.4%74,7400.3%Technology

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