Meiji Yasuda Life Insurance Co reported 220 positions worth $568.05M for the quarter ended Jun 30, 2026, up 11.3% on the prior quarter. It opened 26 new positions, added to 62, trimmed 111 and exited 22. Its largest holding is Nvidia Corp at 7.4% 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 |
|---|---|---|---|---|
| INTC Intel Corp | +24.0K | – | $3.35M | 0.589% |
| CSCO Cisco Systems, Inc. | +16.1K | +343.8% | $1.89M | 0.429% |
| UNH Unitedhealth Group Inc | +3,884 | +68.8% | $1.61M | 0.697% |
| WAT Waters Corp | +4,220 | – | $1.58M | 0.279% |
| SNDK Sandisk Corp | +520 | – | $1.18M | 0.208% |
| ROK Rockwell Automation, Inc | +1,984 | – | $982.24K | 0.173% |
| PH Parker-Hannifin Corp | +940 | – | $919.43K | 0.162% |
| BE Bloom Energy Corp | +2,640 | – | $799.13K | 0.141% |
| AMAT Applied Materials Inc | +1,104 | +88.5% | $798.19K | 0.299% |
| HONA Honeywell Aerospace Inc. | +3,490 | – | $771.57K | 0.136% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | -21.9K | -9.5% | $4.38M | 7.37% |
| AAPL Apple Inc. | -9,064 | -6.9% | $2.62M | 6.23% |
| CSL Carlisle Companies Inc | -4,914 | -100.0% | $1.64M | Exited |
| ALAB Astera Labs, Inc. | -3,200 | -62.1% | $1.55M | 0.166% |
| MCK Mckesson Corp | -1,725 | -85.9% | $1.30M | 0.038% |
| ETN Eaton Corp plc | -2,772 | -43.1% | $1.18M | 0.275% |
| MU Micron Technology Inc | -1,004 | -7.7% | $1.16M | 2.46% |
| TMO Thermo Fisher Scientific Inc. | -2,111 | -41.7% | $1.06M | 0.261% |
| CRWD CrowdStrike Holdings, Inc. | -5,152 | -32.7% | $982.92K | 0.357% |
| MSFT Microsoft Corp | -2,567 | -3.9% | $957.54K | 4.13% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| INTC Intel Corp | +24.0K | $3.35M | 0.589% |
| WAT Waters Corp | +4,220 | $1.58M | 0.279% |
| SNDK Sandisk Corp | +520 | $1.18M | 0.208% |
| ROK Rockwell Automation, Inc | +1,984 | $982.24K | 0.173% |
| PH Parker-Hannifin Corp | +940 | $919.43K | 0.162% |
| BE Bloom Energy Corp | +2,640 | $799.13K | 0.141% |
| HONA Honeywell Aerospace Inc. | +3,490 | $771.57K | 0.136% |
| RKT Rocket Companies, Inc. | +46.0K | $724.50K | 0.128% |
| SITM SITIME Corp | +960 | $715.74K | 0.126% |
| CASY Caseys General Stores Inc | +680 | $540.46K | 0.095% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CSL Carlisle Companies Inc | -4,914 | $1.64M | 0.321% |
| SYK Stryker Corp | -2,537 | $833.63K | 0.163% |
| ZTS Zoetis Inc. | -6,391 | $755.48K | 0.148% |
| MSI Motorola Solutions, Inc. | -1,561 | $677.43K | 0.133% |
| IBM International Business Machines Corp | -2,583 | $626.09K | 0.123% |
| APO Apollo Global Management, Inc. | -5,210 | $580.50K | 0.114% |
| HIG Hartford Insurance Group, Inc. | -4,236 | $572.83K | 0.112% |
| PEP Pepsico Inc | -3,648 | $566.50K | 0.111% |
| CSGP Costar Group, Inc. | -13.7K | $553.47K | 0.108% |
| MET Metlife Inc | -6,370 | $450.49K | 0.088% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 209.3K | $41.88M | 7.37% | -21.9K | -9.5% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 122.4K | $35.41M | 6.23% | -9,064 | -6.9% | Reduced | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 89.6K | $32.01M | 5.64% | -2,443 | -2.7% | Reduced | 0% |
| 4 | MSFT Microsoft Corp | Technology | 63.0K | $23.49M | 4.13% | -2,567 | -3.9% | Reduced | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 83.3K | $19.85M | 3.5% | -3,455 | -4.0% | Reduced | 0% |
| 6 | AVGO Broadcom Inc. | Technology | 42.0K | $15.86M | 2.79% | -1,294 | -3.0% | Reduced | 0% |
| 7 | MU Micron Technology Inc | Technology | 12.1K | $13.96M | 2.46% | -1,004 | -7.7% | Reduced | 0% |
| 8 | META Meta Platforms, Inc. | Technology | 20.0K | $11.27M | 1.98% | -849 | -4.1% | Reduced | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 29.5K | $9.66M | 1.7% | -881 | -2.9% | Reduced | 0% |
| 10 | TSLA Tesla, Inc. | Consumer Discretionary | 21.4K | $9.01M | 1.59% | -311 | -1.4% | Reduced | 0% |
| 11 | LLY ELI LILLY & Co | Healthcare | 7,224 | $8.66M | 1.53% | -72 | -1.0% | Reduced | 0% |
| 12 | V Visa Inc. | Financial Services | 20.1K | $6.88M | 1.21% | -833 | -4.0% | Reduced | 0% |
| 13 | LRCX Lam Research Corp | Technology | 15.8K | $6.86M | 1.21% | +1,682 | +11.9% | Added | 0% |
| 14 | AMD Advanced Micro Devices Inc | Technology | 11.3K | $6.56M | 1.15% | -845 | -7.0% | Reduced | 0% |
| 15 | JNJ Johnson & Johnson | Healthcare | 23.6K | $5.99M | 1.05% | -2,316 | -8.9% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Meiji Yasuda Life Insurance.
As of its Q2 2026 13F filing, Meiji Yasuda Life Insurance Co’s five largest positions were Nvidia Corp (NVDA) at 7.4%, Apple Inc. (AAPL) at 6.2%, Alphabet Inc. (GOOGL) at 5.6%, Microsoft Corp (MSFT) at 4.1%, Amazon Com Inc (AMZN) at 3.5% of the reported portfolio.
Meiji Yasuda Life Insurance Co reported a 13F portfolio worth $568.05M across 220 positions for Q2 2026. That is up 11.3% from the previous quarter.
Its largest purchases by value were Intel Corp ($3.35M), Cisco Systems, Inc. ($1.89M), Unitedhealth Group Inc ($1.61M). It opened 26 new positions.
Its largest sales by value were Nvidia Corp ($4.38M), Apple Inc. ($2.62M), Carlisle Companies Inc ($1.64M). It exited 22 positions entirely.
From the Form 13F-HR reports Meiji Yasuda Life Insurance Co 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.