Meiji Yasuda Asset Management Co Ltd. Top Holdings and 13F Report (2026) About Meiji Yasuda Asset Management Co Ltd.Investment ActivityMeiji 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 $88,486,001Apple $75,770,652Alphabet $64,222,248Microsoft $56,775,136Amazon.com $44,238,526 Largest New Holdings this Quarter 115236101 - Brown & Brown $3,290,189 Holding42250P103 - HEALTHPEAK PROPERTIES INC $3,240,816 Holding016255101 - Align Technology $2,470,869 Holding82982T106 - SiTime $2,370,135 Holding55024U109 - 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 TimeMap of 500 Largest Holdings ofMeiji Yasuda Asset Management Co Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$88,486,001$9,759,790 â–¼-9.9%442,2314.0%TechnologyAAPLApple$75,770,652$4,540,637 â–¼-5.7%261,8563.4%TechnologyGOOGLAlphabet$64,222,248$864,478 â–¼-1.3%179,7082.9%Communication ServicesMSFTMicrosoft$56,775,136$336,091 â–¼-0.6%152,2042.6%TechnologyAMZNAmazon.com$44,238,526$74,839 â–²0.2%185,6112.0%Consumer DiscretionaryAVGOBroadcom$35,061,244$2,280,855 â–¼-6.1%92,8161.6%TechnologyVZVerizon Communications$25,957,934$1,944,337 â–²8.1%613,0831.2%Communication ServicesJNJJohnson & Johnson$25,216,935$287,748 â–¼-1.1%99,2911.1%HealthcareMUMicron Technology$24,619,851$5,631,781 â–²29.7%21,3291.1%TechnologyMETAMeta Platforms$24,575,216$102,519 â–¼-0.4%43,6281.1%Communication ServicesJPMJPMorgan Chase & Co.$24,316,036$501,470 â–¼-2.0%74,2861.1%FinanceXOMExxonMobil$24,073,794$355,062 â–²1.5%176,0811.1%EnergyABBVAbbVie$23,872,332$9,313,448 â–¼-28.1%94,8671.1%HealthcarePGProcter & Gamble$23,229,829$1,834,320 â–²8.6%158,4141.0%Consumer StaplesKOCocaCola$22,084,472$1,300 â–¼0.0%271,7421.0%Consumer StaplesVVisa$21,999,617$134,148 â–²0.6%64,1221.0%FinanceTSLATesla$20,120,663$476,960 â–²2.4%47,8380.9%Consumer DiscretionaryNEENextEra Energy$19,465,367$2,673,299 â–²15.9%221,7770.9%UtilitiesRHIRobert Half$19,348,614$2,001,701 â–¼-9.4%630,2480.9%IndustrialsEIXEdison International$19,137,447$1,366,604 â–²7.7%257,0510.9%UtilitiesLLYEli Lilly and Company$17,871,507$410,205 â–¼-2.2%14,9000.8%HealthcareORealty Income$17,202,946$120,450 â–¼-0.7%277,6460.8%Real EstateTXNTexas Instruments$16,110,982$1,626,568 â–¼-9.2%54,0510.7%TechnologyWALMART INC$15,835,673$2,688,000 â–¼-14.5%139,8170.7%COMBBYBest Buy$15,619,594$75,501 â–¼-0.5%205,8460.7%Consumer DiscretionaryAMCOR PLC$15,555,194$36,457 â–¼-0.2%358,8280.7%COM NEWBENFranklin Resources$15,464,295$1,797,412 â–¼-10.4%464,8120.7%FinanceHDHome Depot$15,433,629$203,496 â–¼-1.3%43,7610.7%Consumer DiscretionaryCSCOCisco Systems$15,066,829$3,534,724 â–²30.7%128,2720.7%TechnologyTGTTarget$14,205,797$717,441 â–¼-4.8%108,7650.6%Consumer StaplesKIMBERLY-CLARK CORP$14,163,733$307,356 â–²2.2%129,0310.6%COMPEPPepsiCo$14,143,072$1,541,123 â–¼-9.8%104,4540.6%Consumer StaplesUNHUnitedHealth Group$13,847,545$1,771,415 â–²14.7%33,3170.6%HealthcareGWWW.W. Grainger$13,582,234$2,987,438 â–²28.2%9,9840.6%IndustrialsGOOGAlphabet$13,567,165$95,046 â–²0.7%38,3980.6%Communication ServicesSONSonoco Products$13,404,538$237,346 â–¼-1.7%237,8800.6%MaterialsCMICummins$13,230,759$3,584,594 â–¼-21.3%18,5510.6%IndustrialsHRLHormel Foods$13,124,196$996,349 â–²8.2%528,7750.6%Consumer StaplesFRTFederal Realty Investment Trust$12,675,436$182,444 â–¼-1.4%102,6850.6%Real EstateTROWT. Rowe Price Group$12,355,943$786,394 â–¼-6.0%108,6810.6%FinanceSJMJ. M. Smucker$12,246,863$459,900 â–²3.9%108,8610.6%Consumer StaplesMDTMedtronic$12,045,855$2,014,735 â–²20.1%153,9800.5%HealthcareTJXTJX Companies$11,827,302$165,893 â–²1.4%78,0680.5%Consumer DiscretionaryESEversource Energy$11,603,960$753,126 â–²6.9%160,5640.5%UtilitiesSWKStanley Black & Decker$11,520,947$502,789 â–¼-4.2%122,4070.5%Consumer DiscretionaryCLXClorox$11,078,580$738,992 â–²7.1%116,0790.5%Consumer StaplesADMArcher Daniels Midland$10,960,191$702,651 â–²6.9%143,4580.5%Consumer StaplesEDConsolidated Edison$10,867,296$693,429 â–²6.8%98,2310.5%UtilitiesCCitigroup$10,819,748$405,324 â–¼-3.6%77,3060.5%FinancePMPhilip Morris International$10,719,822$2,397,419 â–²28.8%59,2550.5%Consumer StaplesVRTVertiv$10,693,146$3,586,927 â–²50.5%31,9370.5%IndustrialsESSEssex Property Trust$10,668,112$148,128 â–¼-1.4%36,5860.5%Real EstateCHRWC.H. Robinson Worldwide$10,377,534$442,787 â–¼-4.1%55,1000.5%IndustrialsQCOMQualcomm$10,270,998$48,785 â–¼-0.5%55,5820.5%TechnologyAMATApplied Materials$10,189,962$7,346,403 â–²258.4%14,0940.5%TechnologyBLACKROCK INC$10,158,881$250,006 â–¼-2.4%10,5650.5%COMAXPAmerican Express$10,076,806$283,454 â–¼-2.7%29,7910.5%FinanceAMDAdvanced Micro Devices$10,024,764$4,012,345 â–²66.7%17,2570.5%TechnologyLINDE PLC$9,797,068$1,899,839 â–²24.1%18,8790.4%SHSSANDISK CORP$9,715,648$1,657,549 â–¼-14.6%4,2730.4%COMEOGEOG Resources$9,697,966$1,229,581 â–²14.5%74,7550.4%EnergyWELLWelltower$9,522,980$385,622 â–²4.2%41,9570.4%Real EstateCLColgate-Palmolive$9,499,056$512,583 â–²5.7%103,6110.4%Consumer StaplesADPAutomatic Data Processing$9,416,650$2,009,056 â–²27.1%42,0480.4%IndustrialsSRSpire$9,279,122$386,936 â–²4.4%118,8260.4%UtilitiesPIIPolaris$9,117,577$834,694 â–¼-8.4%133,2200.4%Consumer DiscretionaryAPDAir Products and Chemicals$9,066,298$73,295 â–²0.8%30,9240.4%MaterialsWTRGEssential Utilities$9,048,554$495,157 â–²5.8%236,1930.4%UtilitiesUSBU.S. Bancorp$9,040,491$3,250,426 â–¼-26.4%149,6770.4%FinanceSPGIS&P Global$9,036,285$2,334,007 â–²34.8%22,1880.4%FinanceRSGRepublic Services$8,949,573$89,707 â–²1.0%42,0010.4%IndustrialsGE VERNOVA INC$8,831,423$175,054 â–¼-1.9%7,5170.4%COMAVAAvista$8,660,811$218,296 â–²2.6%211,7040.4%UtilitiesELSEquity Lifestyle Properties$8,482,845$79,531 â–¼-0.9%131,6190.4%Real EstateNETCloudflare$8,433,708$2,133,691 â–²33.9%34,3840.4%TechnologyOGSONE Gas$8,355,929$171,789 â–²2.1%108,4200.4%UtilitiesSYYSysco$8,244,248$123,030 â–¼-1.5%98,6390.4%Consumer StaplesECLEcolab$8,127,054$2,323,886 â–¼-22.2%29,1700.4%MaterialsITWIllinois Tool Works$8,057,031$158,766 â–¼-1.9%29,7890.4%IndustrialsSCHWCharles Schwab$8,010,143$375,354 â–²4.9%86,8120.4%FinanceMRKMerck & Co., Inc.$7,946,440$78,000 â–¼-1.0%61,8400.4%HealthcareINTCIntel$7,896,635$6,337,526 â–²406.5%56,5540.4%TechnologyPALANTIR TECHNOLOGIES INC$7,778,272$135,687 â–²1.8%66,6690.4%CL AARM HOLDINGS PLC$7,772,529$2,133,802 â–²37.8%21,9210.3%SPONSORED ADSABTAbbott Laboratories$7,726,239$409,782 â–²5.6%85,1470.3%HealthcareAMEAMETEK$7,670,708$240,730 â–²3.2%31,7050.3%TechnologyPPGPPG Industries$7,607,066$43,301 â–¼-0.6%62,7180.3%MaterialsBRK.BBerkshire Hathaway$7,593,418$40,532 â–¼-0.5%15,1750.3%FinanceCATCaterpillar$7,459,625$5,059,340 â–¼-40.4%7,0050.3%IndustrialsCVXChevron$7,454,890$175,374 â–¼-2.3%44,9740.3%EnergyKEYSKeysight Technologies$7,377,375$171,184 â–¼-2.3%21,0740.3%TechnologyPANWPalo Alto Networks$7,250,426$5,760,169 â–¼-44.3%21,2610.3%TechnologyLAM RESEARCH CORP$7,139,978$2,180,083 â–²44.0%16,4770.3%COM NEWBKNGBooking$7,086,109$6,700,754 â–²1,738.9%39,7560.3%Consumer DiscretionaryEMREmerson Electric$7,043,553$877,223 â–²14.2%49,2040.3%IndustrialsFASTFastenal$7,011,035$164,263 â–²2.4%145,9720.3%IndustrialsAEISAdvanced Energy Industries$6,972,296$1,434,058 â–²25.9%18,6990.3%TechnologyPWRQuanta Services$6,837,500$304,577 â–¼-4.3%9,4960.3%IndustrialsNFGNational Fuel Gas$6,824,129$731,796 â–²12.0%88,3840.3%UtilitiesMCHPMicrochip Technology$6,816,288$1,431,658 â–¼-17.4%74,7400.3%TechnologyShowing largest 100 holdings. 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