Nippon Life Global Investors Americas, Inc. Top Holdings and 13F Report (2026)

About Nippon Life Global Investors Americas, Inc.

Investment Activity

Nippon Life Global Investors Americas, Inc. has $2.51 billion in total holdings as of June 30, 2026.
Nippon Life Global Investors Americas, Inc. owns shares of 101 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
Approximately 20.63% of the portfolio was purchased this quarter.
About 21.52% of the portfolio was sold this quarter.
This quarter, Nippon Life Global Investors Americas, Inc. has purchased 106 new stocks and bought additional shares in 43 stocks.
Nippon Life Global Investors Americas, Inc. sold shares of 42 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

NVIDIA: $210,718,782
Alphabet: $163,800,254
Microsoft: $132,440,751
Amazon.com: $129,230,331
Apple: $124,928,287

Largest New Holdings this Quarter

595112103 - Micron Technology: $65,759,901 Holding
19247G107 - Coherent: $19,672,219 Holding
01749D105 - Allegro MicroSystems: $10,016,229 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $7,579,349 Holding
28176E108 - Edwards Lifesciences: $4,674,068 Holding

Largest Purchases this Quarter

Advanced Micro Devices: 115,080 shares (about $66.85M)
Micron Technology: 56,970 shares (about $65.76M)
GE VERNOVA INC: 50,330 shares (about $59.15M)
F5: 116,660 shares (about $48.53M)
Royal Caribbean Cruises: 80,190 shares (about $25.48M)

Largest Sales this Quarter

GE Aerospace: 163,200 shares (about $60.99M)
LAM RESEARCH CORP: 126,600 shares (about $54.89M)
Broadcom: 59,110 shares (about $22.33M)
SHOPIFY INC: 172,770 shares (about $19.73M)
O'Reilly Automotive: 208,480 shares (about $19.20M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$210,718,782	$14,524,533 â–¼	-6.4%	1,053,120	8.4%	Technology
GOOG Alphabet	$163,800,254	$6,306,940 â–¼	-3.7%	463,590	6.5%	Communication Services
MSFT Microsoft	$132,440,751	$3,651,866 â–²	2.8%	355,050	5.3%	Technology
AMZN Amazon.com	$129,230,331	$4,945,555 â–²	4.0%	542,210	5.1%	Consumer Discretionary
AAPL Apple	$124,928,287	$5,957,922 â–¼	-4.6%	431,740	5.0%	Technology
AVGO Broadcom	$90,414,463	$22,328,803 â–¼	-19.8%	239,350	3.6%	Technology
LLY Eli Lilly and Company	$77,231,297	$13,697,490 â–¼	-15.1%	64,390	3.1%	Healthcare
AMD Advanced Micro Devices	$71,579,731	$66,851,124 â–²	1,413.8%	123,220	2.8%	Technology
C Citigroup	$68,119,931	$4,072,836 â–¼	-5.6%	486,710	2.7%	Finance
LAM RESEARCH CORP	$67,194,095	$54,889,485 â–¼	-45.0%	154,980	2.7%	COM NEW
META Meta Platforms	$66,817,460	$5,801,887 â–¼	-8.0%	118,620	2.7%	Communication Services
MU Micron Technology	$65,759,901	$65,759,901 â–²	New Holding	56,970	2.6%	Technology
FFIV F5	$61,682,708	$48,525,893 â–²	368.8%	148,290	2.5%	Technology
GE VERNOVA INC	$61,068,195	$59,152,468 â–²	3,087.7%	51,960	2.4%	COM
CAT Caterpillar	$57,887,964	$2,385,376 â–¼	-4.0%	54,360	2.3%	Industrials
COST Costco Wholesale	$50,636,991	$7,483,760 â–¼	-12.9%	54,130	2.0%	Consumer Staples
V Visa	$49,861,269	$7,427,898 â–²	17.5%	145,330	2.0%	Finance
APH Amphenol	$48,993,004	$13,110,232 â–¼	-21.1%	277,510	1.9%	Technology
GS The Goldman Sachs Group	$46,836,545	$4,257,868 â–¼	-8.3%	46,310	1.9%	Finance
AON AON	$43,179,404	$159,211 â–¼	-0.4%	130,180	1.7%	Finance
MDT Medtronic	$37,200,452	$1,247,410 â–¼	-3.2%	471,190	1.5%	Healthcare
PG Procter & Gamble	$37,025,134	$5,878,798 â–¼	-13.7%	252,490	1.5%	Consumer Staples
LINDE PLC	$36,694,247	$3,570,307 â–²	10.8%	70,710	1.5%	SHS
CVS CVS Health	$35,946,807	$2,353,488 â–¼	-6.1%	347,480	1.4%	Healthcare
BAC Bank of America	$34,679,737	$3,017,661 â–¼	-8.0%	608,630	1.4%	Finance
R Ryder System	$31,713,068	$18,780,425 â–²	145.2%	120,230	1.3%	Industrials
BIIB Biogen	$29,647,753	$22,394,619 â–²	308.8%	137,220	1.2%	Healthcare
RCL Royal Caribbean Cruises	$29,512,517	$25,483,027 â–²	632.4%	92,870	1.2%	Consumer Discretionary
MOD Modine Manufacturing	$28,656,587	$11,497,881 â–²	67.0%	107,320	1.1%	Industrials
TSLA Tesla	$28,504,062		0.0%	67,770	1.1%	Consumer Discretionary
EQIX Equinix	$28,207,074	$12,581,648 â–²	80.5%	27,060	1.1%	Real Estate
MPC Marathon Petroleum	$25,572,114	$9,664,326 â–¼	-27.4%	100,020	1.0%	Energy
CVX Chevron	$25,188,889	$1,619,475 â–²	6.9%	151,960	1.0%	Energy
TJX TJX Companies	$22,328,070	$21,552,390 â–²	2,778.5%	147,380	0.9%	Consumer Discretionary
COHR Coherent	$19,672,219	$19,672,219 â–²	New Holding	49,870	0.8%	Technology
VST Vistra	$19,262,441	$18,980,080 â–²	6,721.9%	121,430	0.8%	Utilities
VRTX Vertex Pharmaceuticals	$18,989,988	$17,748,163 â–²	1,429.2%	38,230	0.8%	Healthcare
AER Aercap	$18,486,362	$97,673 â–¼	-0.5%	126,810	0.7%	Industrials
SRE Sempra Energy	$15,926,608	$1,672,900 â–¼	-9.5%	170,700	0.6%	Utilities
EHC Encompass Health	$14,668,730	$4,360,591 â–²	42.3%	145,120	0.6%	Healthcare
KO CocaCola	$14,540,108	$5,770,208 â–²	65.8%	178,280	0.6%	Consumer Staples
IRM Iron Mountain	$14,167,536	$176,665 â–¼	-1.2%	111,470	0.6%	Real Estate
LSCC Lattice Semiconductor	$14,038,669	$6,858,726 â–²	95.5%	91,780	0.6%	Technology
AXP American Express	$13,567,208	$145,448 â–²	1.1%	40,110	0.5%	Finance
MAR Marriott International	$13,437,593	$1,096,946 â–²	8.9%	36,260	0.5%	Consumer Discretionary
MDLZ Mondelez International	$13,328,009	$4,811,840 â–²	56.5%	228,650	0.5%	Consumer Staples
JPM JPMorgan Chase & Co.	$13,237,225	$661,207 â–¼	-4.8%	40,440	0.5%	Finance
FIX Comfort Systems USA	$12,783,578	$11,178,198 â–²	696.3%	6,450	0.5%	Industrials
TPR Tapestry	$12,569,650	$1,154,938 â–²	10.1%	85,870	0.5%	Consumer Discretionary
SPGI S&P Global	$11,435,861	$105,888 â–²	0.9%	28,080	0.5%	Finance
CEG Constellation Energy	$10,652,590	$11,703,195 â–¼	-52.3%	42,890	0.4%	Utilities
ABBV AbbVie	$10,589,011	$2,584,343 â–¼	-19.6%	42,080	0.4%	Healthcare
ALGM Allegro MicroSystems	$10,016,229	$10,016,229 â–²	New Holding	143,870	0.4%	Technology
AMP Ameriprise Financial	$10,014,731		0.0%	21,830	0.4%	Finance
SPACE EXPLORATION TECHN CORP	$7,579,349	$7,579,349 â–²	New Holding	44,360	0.3%	CLASS A COM STK
TMO Thermo Fisher Scientific	$7,330,910	$5,805,519 â–²	380.6%	14,610	0.3%	Healthcare
PNC The PNC Financial Services Group	$6,384,484	$98,488 â–²	1.6%	25,930	0.3%	Finance
SPOT Spotify Technology	$6,005,420	$4,554,569 â–²	313.9%	13,080	0.2%	Communication Services
ECL Ecolab	$5,704,676	$318,323 â–²	5.9%	20,430	0.2%	Materials
ROL Rollins	$5,538,898	$2,276,917 â–¼	-29.1%	132,700	0.2%	Industrials
FCX Freeport-McMoRan	$5,023,024	$4,352,617 â–¼	-46.4%	79,870	0.2%	Materials
EW Edwards Lifesciences	$4,674,068	$4,674,068 â–²	New Holding	51,670	0.2%	Healthcare
ROK Rockwell Automation	$4,435,917	$4,435,917 â–²	New Holding	8,960	0.2%	Industrials
COP ConocoPhillips	$3,982,708	$679,898 â–²	20.6%	38,310	0.2%	Energy
TRGP Targa Resources	$3,957,746	$1,118,144 â–²	39.4%	14,760	0.2%	Energy
DXCM DexCom	$3,596,490	$799,445 â–¼	-18.2%	53,400	0.1%	Healthcare
SLB SLB	$3,221,293	$3,221,293 â–²	New Holding	69,290	0.1%	Energy
GE GE Aerospace	$3,195,392	$60,992,746 â–¼	-95.0%	8,550	0.1%	Industrials
APO Apollo Global Management	$3,027,553		0.0%	25,590	0.1%	Finance
AMAT Applied Materials	$2,841,390	$325,350 â–¼	-10.3%	3,930	0.1%	Technology
ORLY O'Reilly Automotive	$2,094,127	$19,198,927 â–¼	-90.2%	22,740	0.1%	Consumer Discretionary
DE Deere & Company	$1,850,143	$1,850,143 â–²	New Holding	2,910	0.1%	Industrials
CBRE CBRE Group	$1,800,805	$12,326,827 â–¼	-87.3%	13,370	0.1%	Real Estate
RSG Republic Services	$1,734,471	$11,067,374 â–¼	-86.5%	8,140	0.1%	Industrials
NOW ServiceNow	$1,665,918	$70,489 â–²	4.4%	16,780	0.1%	Technology
AME AMETEK	$1,601,643	$70,163 â–¼	-4.2%	6,620	0.1%	Technology
PANW Palo Alto Networks	$1,592,563	$1,592,563 â–²	New Holding	4,670	0.1%	Technology
TT Trane Technologies	$1,542,242	$137,525 â–¼	-8.2%	3,140	0.1%	Industrials
TXN Texas Instruments	$1,499,292	$1,499,292 â–²	New Holding	5,030	0.1%	Technology
CMG Chipotle Mexican Grill	$1,433,440	$524,960 â–²	57.8%	42,160	0.1%	Consumer Discretionary
MRVL Marvell Technology	$1,385,189	$1,021,763 â–¼	-42.5%	4,650	0.1%	Technology
SHW Sherwin-Williams	$1,366,950	$368,422 â–²	36.9%	3,970	0.1%	Materials
ISRG Intuitive Surgical	$1,356,089	$1,356,089 â–²	New Holding	3,410	0.1%	Healthcare
WALMART INC	$1,299,092	$4,530 â–²	0.3%	11,470	0.1%	COM
DVN Devon Energy	$1,165,348	$1,165,348 â–²	New Holding	28,203	0.0%	Energy
CAH Cardinal Health	$1,164,044	$570,144 â–¼	-32.9%	4,900	0.0%	Healthcare
PTC PTC	$1,148,597	$426,037 â–²	59.0%	10,110	0.0%	Technology
CTAS Cintas	$1,095,315	$83,339 â–²	8.2%	6,440	0.0%	Industrials
AIZ Assurant	$1,041,896	$145,006 â–²	16.2%	3,880	0.0%	Finance
CDNS Cadence Design Systems	$1,024,624	$172,647 â–²	20.3%	2,730	0.0%	Technology
NEE NextEra Energy	$972,492	$247,512 â–¼	-20.3%	11,080	0.0%	Utilities
ADI Analog Devices	$961,151	$591,783 â–¼	-38.1%	2,420	0.0%	Technology
MS Morgan Stanley	$955,313	$60,622 â–²	6.8%	4,570	0.0%	Finance
MA Mastercard	$893,664	$338,976 â–²	61.1%	1,740	0.0%	Finance
BURL Burlington Stores	$855,360	$326,304 â–²	61.7%	2,700	0.0%	Consumer Discretionary
IQV IQVIA	$830,846	$14,425,805 â–¼	-94.6%	4,300	0.0%	Healthcare
PSX Phillips 66	$730,296	$45,644 â–¼	-5.9%	4,320	0.0%	Energy
NI NiSource	$650,009	$38,991 â–¼	-5.7%	13,670	0.0%	Utilities
CHENIERE ENERGY INC	$587,965	$258,131 â–²	78.3%	2,460	0.0%	COM NEW
SHOPIFY INC	$490,974	$19,726,879 â–¼	-97.6%	4,300	0.0%	CL A SUB VTG SHS

Showing largest 100 holdings. View all holdings.

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Nippon Life Global Investors Americas, Inc. Top Holdings and 13F Report (2026)

About Nippon Life Global Investors Americas, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Nippon Life Global Investors Americas, Inc. Top Holdings and 13F Report (2026)

About Nippon Life Global Investors Americas, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofNippon Life Global Investors Americas, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools