Meiji Yasuda Asset Management Co Ltd. reported 588 positions worth $2.22B for the quarter ended Jun 30, 2026, up 11.0% on the prior quarter. It opened 64 new positions, added to 200, trimmed 232 and exited 15. Its largest holding is Nvidia Corp at 4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMAT Applied Materials Inc | +10.2K | +258.4% | $7.35M | 0.459% |
| INTC Intel Corp | +45.4K | +406.5% | $6.34M | 0.356% |
| MPWR Monolithic Power Systems, Inc. | +4,178 | +914.2% | $5.78M | 0.289% |
| MU Micron Technology Inc | +4,879 | +29.7% | $5.63M | 1.11% |
| WAT Waters Corp | +10.7K | +1,223.4% | $4.02M | 0.196% |
| AMD Advanced Micro Devices Inc | +6,907 | +66.7% | $4.01M | 0.452% |
| RTX RTX Corp | +20.7K | +158.5% | $3.93M | 0.289% |
| VRT Vertiv Holdings Co | +10.7K | +50.5% | $3.59M | 0.482% |
| CSCO Cisco Systems, Inc. | +30.1K | +30.7% | $3.53M | 0.679% |
| BRO Brown & Brown, Inc. | +51.3K | – | $3.29M | 0.148% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | -48.8K | -9.9% | $9.76M | 3.99% |
| ABBV AbbVie Inc. | -37.0K | -28.1% | $9.31M | 1.08% |
| ETN Eaton Corp plc | -15.0K | -88.5% | $6.39M | 0.038% |
| PANW Palo Alto Networks Inc | -16.9K | -44.3% | $5.76M | 0.327% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -10.7K | -47.9% | $5.12M | 0.251% |
| CAT Caterpillar Inc | -4,751 | -40.4% | $5.06M | 0.336% |
| AAPL Apple Inc. | -15.7K | -5.7% | $4.54M | 3.41% |
| ADI Analog Devices Inc | -9,762 | -41.0% | $3.88M | 0.252% |
| GLW Corning Inc | -14.1K | -74.7% | $3.60M | 0.055% |
| CMI Cummins Inc | -5,026 | -21.3% | $3.58M | 0.596% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| BRO Brown & Brown, Inc. | +51.3K | $3.29M | 0.148% |
| DOC Healthpeak Properties, Inc. | +151.4K | $3.24M | 0.146% |
| ALGN Align Technology Inc | +14.7K | $2.47M | 0.111% |
| SITM SITIME Corp | +3,179 | $2.37M | 0.107% |
| LITE Lumentum Holdings Inc. | +2,547 | $2.19M | 0.098% |
| BE Bloom Energy Corp | +5,928 | $1.79M | 0.081% |
| HONA Honeywell Aerospace Inc. | +7,859 | $1.74M | 0.078% |
| CRH Crh Public Ltd Co | +13.5K | $1.44M | 0.065% |
| EQT EQT Corp | +23.8K | $1.26M | 0.057% |
| FDXF FedEx Freight Holding Company, Inc. | +6,661 | $1.01M | 0.045% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| SOLV Solventum Corp | -11.1K | $722.35K | 0.036% |
| FLEX Flex Ltd. | -9,319 | $610.02K | 0.031% |
| ACGL Arch Capital Group Ltd. | -3,309 | $317.63K | 0.016% |
| GEN Gen Digital Inc. | -14.9K | $279.70K | 0.014% |
| VLTO Veralto Corp | -3,114 | $275.34K | 0.014% |
| GDDY GoDaddy Inc. | -3,126 | $258.43K | 0.013% |
| CINF Cincinnati Financial Corp | -1,596 | $251.13K | 0.013% |
| DPZ Dominos Pizza Inc | -691 | $247.92K | 0.012% |
| TDG TransDigm Group INC | -204 | $236.43K | 0.012% |
| CCI Crown Castle Inc. | -2,818 | $229.13K | 0.011% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 442.2K | $88.49M | 3.99% | -48.8K | -9.9% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 261.9K | $75.77M | 3.41% | -15.7K | -5.7% | Reduced | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 179.7K | $64.22M | 2.89% | -2,419 | -1.3% | Reduced | 0% |
| 4 | MSFT Microsoft Corp | Technology | 152.2K | $56.78M | 2.56% | -901 | -0.6% | Reduced | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 185.6K | $44.24M | 1.99% | +314 | +0.2% | Added | 0% |
| 6 | AVGO Broadcom Inc. | Technology | 92.8K | $35.06M | 1.58% | -6,038 | -6.1% | Reduced | 0% |
| 7 | VZ Verizon Communications Inc | Communication Services | 613.1K | $25.96M | 1.17% | +45.9K | +8.1% | Added | 0.01% |
| 8 | JNJ Johnson & Johnson | Healthcare | 99.3K | $25.22M | 1.14% | -1,133 | -1.1% | Reduced | 0% |
| 9 | MU Micron Technology Inc | Technology | 21.3K | $24.62M | 1.11% | +4,879 | +29.7% | Added | 0% |
| 10 | META Meta Platforms, Inc. | Technology | 43.6K | $24.58M | 1.11% | -182 | -0.4% | Reduced | 0% |
| 11 | JPM Jpmorgan Chase & Co | Financial Services | 74.3K | $24.32M | 1.1% | -1,532 | -2.0% | Reduced | 0% |
| 12 | XOM ExxonMobil Holdings Corp | Energy | 176.1K | $24.07M | 1.08% | +2,597 | +1.5% | Added | 0% |
| 13 | ABBV AbbVie Inc. | Healthcare | 94.9K | $23.87M | 1.08% | -37.0K | -28.1% | Reduced | 0.01% |
| 14 | PG PROCTER & GAMBLE Co | Consumer Staples | 158.4K | $23.23M | 1.05% | +12.5K | +8.6% | Added | 0.01% |
| 15 | KO Coca Cola Co | Consumer Staples | 271.7K | $22.08M | 0.995% | -16 | 0.0% | Reduced | 0.01% |
Tip. Select a row to see that position’s full history at Meiji Yasuda Asset Management.
As of its Q2 2026 13F filing, Meiji Yasuda Asset Management Co Ltd.’s five largest positions were Nvidia Corp (NVDA) at 4.0%, Apple Inc. (AAPL) at 3.4%, Alphabet Inc. (GOOGL) at 2.9%, Microsoft Corp (MSFT) at 2.6%, Amazon Com Inc (AMZN) at 2.0% of the reported portfolio.
Meiji Yasuda Asset Management Co Ltd. reported a 13F portfolio worth $2.22B across 588 positions for Q2 2026. That is up 11.0% from the previous quarter.
Its largest purchases by value were Applied Materials Inc ($7.35M), Intel Corp ($6.34M), Monolithic Power Systems, Inc. ($5.78M). It opened 64 new positions.
Its largest sales by value were Nvidia Corp ($9.76M), AbbVie Inc. ($9.31M), Eaton Corp plc ($6.39M). It exited 15 positions entirely.
From the Form 13F-HR reports Meiji Yasuda Asset Management Co Ltd. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.