Norinchukin Bank, The reported 549 positions worth $5.56B for the quarter ended Jun 30, 2026, up 14.3% on the prior quarter. It opened 14 new positions, added to 273, trimmed 259 and exited 7. Its largest holding is Nvidia Corp at 6.6% 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 |
|---|---|---|---|---|
| TSCO Tractor Supply Co | +482.3K | +79.6% | $15.24M | 0.619% |
| SNDK Sandisk Corp | +5,675 | +68.6% | $12.90M | 0.57% |
| MRVL Marvell Technology, Inc. | +35.5K | +108.7% | $10.57M | 0.365% |
| ROL Rollins Inc | +252.4K | +80.2% | $10.53M | 0.426% |
| RMD Resmed Inc | +47.2K | +36.9% | $9.20M | 0.614% |
| HONA Honeywell Aerospace Inc. | +33.6K | – | $7.43M | 0.134% |
| SCI Service Corp International | +87.5K | +24.6% | $6.64M | 0.605% |
| ZTS Zoetis Inc. | +91.0K | +22.7% | $6.54M | 0.636% |
| IDXX Idexx Laboratories Inc | +9,420 | +122.1% | $4.96M | 0.162% |
| CPRT Copart Inc | +169.0K | +41.0% | $4.76M | 0.295% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MSFT Microsoft Corp | -79.2K | -12.8% | $29.55M | 3.62% |
| MKC Mccormick & Co Inc | -507.0K | -97.1% | $25.56M | 0.014% |
| TXN Texas Instruments Inc | -51.7K | -19.8% | $15.41M | 1.12% |
| BRK-B Berkshire Hathaway Inc | -24.6K | -25.2% | $12.30M | 0.658% |
| NKE NIKE, Inc. | -253.7K | -76.5% | $10.41M | 0.058% |
| AMZN Amazon Com Inc | -32.8K | -3.7% | $7.81M | 3.71% |
| EW Edwards Lifesciences Corp | -53.1K | -13.4% | $4.80M | 0.557% |
| V Visa Inc. | -12.2K | -4.7% | $4.18M | 1.53% |
| CAT Caterpillar Inc | -3,901 | -10.7% | $4.15M | 0.626% |
| VRSK Verisk Analytics, Inc. | -22.1K | -13.5% | $3.97M | 0.457% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| HONA Honeywell Aerospace Inc. | +33.6K | $7.43M | 0.134% |
| ALAB Astera Labs, Inc. | +6,598 | $3.19M | 0.057% |
| FLEX Flex Ltd. | +14.7K | $2.39M | 0.043% |
| NBIS Nebius Group N.V. | +8,499 | $2.35M | 0.042% |
| RKLB Rocket Lab Corp | +22.3K | $2.27M | 0.041% |
| CRWV CoreWeave, Inc. | +17.2K | $1.71M | 0.031% |
| VEEV Veeva Systems Inc | +9,571 | $1.70M | 0.031% |
| CASY Caseys General Stores Inc | +2,120 | $1.68M | 0.03% |
| FDXF FedEx Freight Holding Company, Inc. | +7,178 | $1.08M | 0.02% |
| VNO Vornado Realty Trust | +6,840 | $268.81K | <0.01% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| INSM INSMED Inc | -8,078 | $1.32M | 0.027% |
| ZS Zscaler, Inc. | -5,977 | $838.51K | 0.017% |
| EPAM EPAM Systems, Inc. | -3,276 | $443.57K | <0.01% |
| TEAM Atlassian Corp | -6,300 | $429.98K | <0.01% |
| POOL Pool Corp | -2,038 | $412.35K | <0.01% |
| CAG Conagra Brands Inc. | -26.1K | $410.78K | <0.01% |
| CPB CAMPBELL'S Co | -10.7K | $239.00K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 1.83M | $366.58M | 6.6% | +10.9K | +0.6% | Added | 0.01% |
| 2 | AAPL Apple Inc. | Technology | 1.10M | $317.50M | 5.71% | +10.4K | +1.0% | Added | 0.01% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 864.2K | $205.97M | 3.71% | -32.8K | -3.7% | Reduced | 0.01% |
| 4 | MSFT Microsoft Corp | Technology | 538.7K | $200.94M | 3.62% | -79.2K | -12.8% | Reduced | 0.01% |
| 5 | GOOGL Alphabet Inc. | Technology | 426.0K | $152.25M | 2.74% | +5,444 | +1.3% | Added | 0.01% |
| 6 | AVGO Broadcom Inc. | Technology | 349.9K | $132.16M | 2.38% | +3,524 | +1.0% | Added | 0.01% |
| 7 | GOOG Alphabet Inc. | Technology | 349.4K | $123.45M | 2.22% | +1,260 | +0.4% | Added | 0% |
| 8 | MU Micron Technology Inc | Technology | 105.3K | $121.55M | 2.19% | +3,637 | +3.6% | Added | 0.01% |
| 9 | TSLA Tesla, Inc. | Consumer Discretionary | 238.2K | $100.20M | 1.8% | +2,464 | +1.0% | Added | 0.01% |
| 10 | META Meta Platforms, Inc. | Technology | 168.2K | $94.76M | 1.71% | +2,296 | +1.4% | Added | 0.01% |
| 11 | AMD Advanced Micro Devices Inc | Technology | 157.3K | $91.39M | 1.64% | +2,508 | +1.6% | Added | 0.01% |
| 12 | V Visa Inc. | Financial Services | 247.3K | $84.86M | 1.53% | -12.2K | -4.7% | Reduced | 0.01% |
| 13 | COST Costco Wholesale Corp | Consumer Staples | 81.2K | $75.97M | 1.37% | -2,864 | -3.4% | Reduced | 0.02% |
| 14 | INTC Intel Corp | Technology | 459.6K | $64.17M | 1.15% | +10.1K | +2.3% | Added | 0.01% |
| 15 | TXN Texas Instruments Inc | Technology | 209.6K | $62.46M | 1.12% | -51.7K | -19.8% | Reduced | 0.02% |
Tip. Select a row to see that position’s full history at Norinchukin Bank, The.
As of its Q2 2026 13F filing, Norinchukin Bank, The’s five largest positions were Nvidia Corp (NVDA) at 6.6%, Apple Inc. (AAPL) at 5.7%, Amazon Com Inc (AMZN) at 3.7%, Microsoft Corp (MSFT) at 3.6%, Alphabet Inc. (GOOGL) at 2.7% of the reported portfolio.
Norinchukin Bank, The reported a 13F portfolio worth $5.56B across 549 positions for Q2 2026. That is up 14.3% from the previous quarter.
Its largest purchases by value were Tractor Supply Co ($15.24M), Sandisk Corp ($12.90M), Marvell Technology, Inc. ($10.57M). It opened 14 new positions.
Its largest sales by value were Microsoft Corp ($29.55M), Mccormick & Co Inc ($25.56M), Texas Instruments Inc ($15.41M). It exited 7 positions entirely.
From the Form 13F-HR reports Norinchukin Bank, The 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.