13F filer

Meiji Yasuda Asset Management

As of Jun 30, 2026 Filed Aug 12, 2026 CIK 1491685 SEC filings ↗
13F Value
$2.22B
Positions
596
Top Position
NVDA4.0%
Top 5
14.8%

Latest filing changes

vs Mar 31, 2026
1 AMAT Applied Materials +258.4%+$7.3M
2 BKNG Booking Holdings >999%+$6.7M
3 MPWR Monolithic Pwr Sys +914.2%+$5.8M
4 MU Micron Technology +29.7%+$5.6M
5 WAT Waters >999%+$4.0M
Holdings596
# Trend (4Q)
1 NVDA 4.0% $88.5M -9.9% 442.2K 4.3% Common Stock
2 AAPL 3.4% $75.8M -5.7% 261.9K 3.5% Common Stock
3 GOOGL
Filing details
  • 02079K305 Jun 30, 2026 179,708 reported quantity $64,222,248 reported value
2.9% $64.2M -1.3% 179.7K 2.6% Common Stock
4 MSFT 2.6% $56.8M -0.6% 152.2K 2.8% Common Stock
5 AMZN 2.0% $44.2M +0.2% 185.6K 1.9% Common Stock
6 AVGO 1.6% $35.1M -6.1% 92.8K 1.5% Common Stock
7 VZ 1.2% $26.0M +8.1% 613.1K 1.4% Common Stock
8 JNJ 1.1% $25.2M -1.1% 99.3K 1.2% Common Stock
9 MU 1.1% $24.6M +29.7% 21.3K 0.3% Common Stock
10 META 1.1% $24.6M -0.4% 43.6K 1.3% Common Stock
11 JPM 1.1% $24.3M -2.0% 74.3K 1.1% Common Stock
12 XOM
Filing details
  • 30231G102 Jun 30, 2026 176,081 reported quantity $24,073,794 reported value
1.1% $24.1M +1.5% 176.1K 1.5% Common Stock
13 ABBV 1.1% $23.9M -28.1% 94.9K 1.4% Common Stock
14 PG 1.0% $23.2M +8.6% 158.4K 1.1% Common Stock
15 KO 1.0% $22.1M -0.0% 271.7K 1.0% Common Stock
16 V 1.0% $22.0M +0.6% 64.1K 1.0% Common Stock
17 TSLA 0.9% $20.1M +2.4% 47.8K 0.9% Common Stock
18 NEE 0.9% $19.5M +15.9% 221.8K 0.9% Common Stock
19 RHI 0.9% $19.3M -9.4% 630.2K 0.9% Common Stock
20 EIX 0.9% $19.1M +7.7% 257.1K 0.9% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing16
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.