Meiji Yasuda Asset Management
Tokyo, M0files as Meiji Yasuda Asset Management Co Ltd.
$2.2bn in 596 US stocks at the end of 30 June 2026. The top 10 are 20.9% of the money. It changed about 10.3% of the portfolio this quarter.
Value
$2.2bn
Stocks
596
Top 10 share
20.9%
Turnover
10.3%
What changed this quarter
New
Bought for the first time this quarter.
- Brown & BrownBRO0.1% of the fund
- Healthpeak PropertiesDOC0.1% of the fund
- Align TechnologyALGN0.1% of the fund
- SitimeSITM0.1% of the fund
- Lumentum HoldingsLITE<0.1% of the fund
- Bloom EnergyBE<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- CRH PublicCRH<0.1% of the fund
- EQTEQT<0.1% of the fund
- FedEx Freight Holding CompanyFDXF<0.1% of the fund
- XylemXYL<0.1% of the fund
- Coeur MiningCDE<0.1% of the fund
- RokuROKU<0.1% of the fund
- DuPont de NemoursDD<0.1% of the fund
- SemtechSMTC<0.1% of the fund
- ToastTOST<0.1% of the fund
- Alnylam PharmaceuticalsALNY<0.1% of the fund
- SanminaSANM<0.1% of the fund
- DigitalOcean HoldingsDOCN<0.1% of the fund
- CognexCGNX<0.1% of the fund
- MoogMOG-A<0.1% of the fund
- SharkNinjaSN<0.1% of the fund
- CytokineticsCYTK<0.1% of the fund
- LittelfuseLFUS<0.1% of the fund
Added
Bought more of a stock they already held.
- Verizon CommunicationsVZ1.2% of the fund+8%
- Micron TechnologyMU1.1% of the fund+30%
- Procter & GamblePG1.0% of the fund+9%
- TeslaTSLA0.9% of the fund+2%
- NextEra EnergyNEE0.9% of the fund+16%
- Edison InternationalEIX0.9% of the fund+8%
- Cisco SystemsCSCO0.7% of the fund+31%
- Kimberly-ClarkKMB0.6% of the fund+2%
- UnitedHealth GroupUNH0.6% of the fund+15%
- W.W. GraingerGWW0.6% of the fund+28%
- Hormel FoodsHRL0.6% of the fund+8%
- J M SmuckerSJM0.6% of the fund+4%
- MedtronicMDT0.5% of the fund+20%
- Eversource EnergyES0.5% of the fund+7%
- CloroxCLX0.5% of the fund+7%
- Archer-Daniels-MidlandADM0.5% of the fund+7%
- Consolidated EdisonED0.5% of the fund+7%
- Philip Morris InternationalPM0.5% of the fund+29%
- Vertiv HoldingsVRT0.5% of the fund+50%
- Applied MaterialsAMAT0.5% of the fund+258%
- Advanced Micro DevicesAMD0.5% of the fund+67%
- LindeLIN0.4% of the fund+24%
- EOG ResourcesEOG0.4% of the fund+15%
- WelltowerWELL0.4% of the fund+4%
- Colgate-PalmoliveCL0.4% of the fund+6%
Cut
Sold some of their stake.
- NvidiaNVDA4.0% of the fund-10%
- AppleAAPL3.4% of the fund-6%
- BroadcomAVGO1.6% of the fund-6%
- JPMorgan ChaseJPM1.1% of the fund-2%
- AbbVieABBV1.1% of the fund-28%
- Robert HalfRHI0.9% of the fund-9%
- Eli LillyLLY0.8% of the fund-2%
- Texas InstrumentsTXN0.7% of the fund-9%
- WalmartWMT0.7% of the fund-15%
- Franklin TempletonBEN0.7% of the fund-10%
- TargetTGT0.6% of the fund-5%
- PepsiCoPEP0.6% of the fund-10%
- CumminsCMI0.6% of the fund-21%
- Price T Rowe GroupTROW0.6% of the fund-6%
- Stanley Black & DeckerSWK0.5% of the fund-4%
- CitigroupC0.5% of the fund-4%
- C. H. Robinson WorldwideCHRW0.5% of the fund-4%
- BlackRockBLK0.5% of the fund-2%
- American ExpressAXP0.5% of the fund-3%
- SandiskSNDK0.4% of the fund-15%
- PolarisPII0.4% of the fund-8%
- US BancorpUSB0.4% of the fund-26%
- EcolabECL0.4% of the fund-22%
- CaterpillarCAT0.3% of the fund-40%
- ChevronCVX0.3% of the fund-2%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- Coterra EnergyCTRA-100%
- SolventumSOLV-100%
- FlexFLEX-100%
- Arch Capital GroupACGL-100%
- Gen DigitalGEN-100%
- VeraltoVLTO-100%
- GoDaddyGDDY-100%
- Cincinnati FinancialCINF-100%
- Dominos PizzaDPZ-100%
- TransDigm GroupTDG-100%
- Crown CastleCCI-100%
- Darling IngredientsDAR-100%
- DocusignDOCU-100%
- Booz Allen Hamilton HoldingBAH-100%
- RollinsROL-100%
- Viper EnergyVNOM-100%
Holdings
- ARM HoldingsARM
- Share
- 0.3%
- Value
- $8m
- Shares
- 21,921
+38%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 4.0% | $88m | 442,231 | -10% |
| AppleAAPL | 3.4% | $76m | 261,856 | -6% |
| AlphabetGOOGL | 2.9% | $64m | 179,708 | Held |
| MicrosoftMSFT | 2.6% | $57m | 152,204 | Held |
| Amazon.comAMZN | 2.0% | $44m | 185,611 | Held |
| BroadcomAVGO | 1.6% | $35m | 92,816 | -6% |
| Verizon CommunicationsVZ | 1.2% | $26m | 613,083 | +8% |
| Johnson & JohnsonJNJ | 1.1% | $25m | 99,291 | Held |
| Micron TechnologyMU | 1.1% | $25m | 21,329 | +30% |
| Meta PlatformsMETA | 1.1% | $25m | 43,628 | Held |
| JPMorgan ChaseJPM | 1.1% | $24m | 74,286 | -2% |
| ExxonMobil HoldingsXOM | 1.1% | $24m | 176,081 | Held |
| AbbVieABBV | 1.1% | $24m | 94,867 | -28% |
| Procter & GamblePG | 1.0% | $23m | 158,414 | +9% |
| Coca-ColaKO | 1.0% | $22m | 271,742 | Held |
| VisaV | 1.0% | $22m | 64,122 | Held |
| TeslaTSLA | 0.9% | $20m | 47,838 | +2% |
| NextEra EnergyNEE | 0.9% | $19m | 221,777 | +16% |
| Robert HalfRHI | 0.9% | $19m | 630,248 | -9% |
| Edison InternationalEIX | 0.9% | $19m | 257,051 | +8% |
| Eli LillyLLY | 0.8% | $18m | 14,900 | -2% |
| Realty IncomeO | 0.8% | $17m | 277,646 | Held |
| Texas InstrumentsTXN | 0.7% | $16m | 54,051 | -9% |
| WalmartWMT | 0.7% | $16m | 139,817 | -15% |
| Best BUYBBY | 0.7% | $16m | 205,846 | Held |
| AmcorAMCR | 0.7% | $16m | 358,828 | Held |
| Franklin TempletonBEN | 0.7% | $15m | 464,812 | -10% |
| Home DepotHD | 0.7% | $15m | 43,761 | Held |
| Cisco SystemsCSCO | 0.7% | $15m | 128,272 | +31% |
| TargetTGT | 0.6% | $14m | 108,765 | -5% |
| Kimberly-ClarkKMB | 0.6% | $14m | 129,031 | +2% |
| PepsiCoPEP | 0.6% | $14m | 104,454 | -10% |
| UnitedHealth GroupUNH | 0.6% | $14m | 33,317 | +15% |
| W.W. GraingerGWW | 0.6% | $14m | 9,984 | +28% |
| AlphabetGOOG | 0.6% | $14m | 38,398 | Held |
| Sonoco ProductsSON | 0.6% | $13m | 237,880 | Held |
| CumminsCMI | 0.6% | $13m | 18,551 | -21% |
| Hormel FoodsHRL | 0.6% | $13m | 528,775 | +8% |
| Federal Realty Investment TrustFRT | 0.6% | $13m | 102,685 | Held |
| Price T Rowe GroupTROW | 0.6% | $12m | 108,681 | -6% |
| J M SmuckerSJM | 0.6% | $12m | 108,861 | +4% |
| MedtronicMDT | 0.5% | $12m | 153,980 | +20% |
| TJX CompaniesTJX | 0.5% | $12m | 78,068 | Held |
| Eversource EnergyES | 0.5% | $12m | 160,564 | +7% |
| Stanley Black & DeckerSWK | 0.5% | $12m | 122,407 | -4% |
| CloroxCLX | 0.5% | $11m | 116,079 | +7% |
| Archer-Daniels-MidlandADM | 0.5% | $11m | 143,458 | +7% |
| Consolidated EdisonED | 0.5% | $11m | 98,231 | +7% |
| CitigroupC | 0.5% | $11m | 77,306 | -4% |
| Philip Morris InternationalPM | 0.5% | $11m | 59,255 | +29% |
| Vertiv HoldingsVRT | 0.5% | $11m | 31,937 | +50% |
| Essex Property TrustESS | 0.5% | $11m | 36,586 | Held |
| C. H. Robinson WorldwideCHRW | 0.5% | $10m | 55,100 | -4% |
| QualcommQCOM | 0.5% | $10m | 55,582 | Held |
| Applied MaterialsAMAT | 0.5% | $10m | 14,094 | +258% |
| BlackRockBLK | 0.5% | $10m | 10,565 | -2% |
| American ExpressAXP | 0.5% | $10m | 29,791 | -3% |
| Advanced Micro DevicesAMD | 0.5% | $10m | 17,257 | +67% |
| LindeLIN | 0.4% | $10m | 18,879 | +24% |
| SandiskSNDK | 0.4% | $10m | 4,273 | -15% |
| EOG ResourcesEOG | 0.4% | $10m | 74,755 | +15% |
| WelltowerWELL | 0.4% | $10m | 41,957 | +4% |
| Colgate-PalmoliveCL | 0.4% | $9m | 103,611 | +6% |
| Automatic Data ProcessingADP | 0.4% | $9m | 42,048 | +27% |
| SpireSR | 0.4% | $9m | 118,826 | +4% |
| PolarisPII | 0.4% | $9m | 133,220 | -8% |
| Air Products & ChemicalsAPD | 0.4% | $9m | 30,924 | Held |
| Essential UtilitiesWTRG | 0.4% | $9m | 236,193 | +6% |
| US BancorpUSB | 0.4% | $9m | 149,677 | -26% |
| S&P GlobalSPGI | 0.4% | $9m | 22,188 | +35% |
| Republic ServicesRSG | 0.4% | $9m | 42,001 | Held |
| GE VernovaGEV | 0.4% | $9m | 7,517 | Held |
| AvistaAVA | 0.4% | $9m | 211,704 | +3% |
| Equity Lifestyle PropertiesELS | 0.4% | $8m | 131,619 | Held |
| CloudflareNET | 0.4% | $8m | 34,384 | +34% |
| ONE GasOGS | 0.4% | $8m | 108,420 | +2% |
| SyscoSYY | 0.4% | $8m | 98,639 | Held |
| EcolabECL | 0.4% | $8m | 29,170 | -22% |
| Illinois Tool WorksITW | 0.4% | $8m | 29,789 | Held |
| Charles SchwabSCHW | 0.4% | $8m | 86,812 | +5% |
| MerckMRK | 0.4% | $8m | 61,840 | Held |
| IntelINTC | 0.4% | $8m | 56,554 | +406% |
| Palantir TechnologiesPLTR | 0.4% | $8m | 66,669 | Held |
| ARM HoldingsARM | 0.3% | $8m | 21,921 | +38% |
| Abbott LaboratoriesABT | 0.3% | $8m | 85,147 | +6% |
| AmetekAME | 0.3% | $8m | 31,705 | +3% |
| PPG IndustriesPPG | 0.3% | $8m | 62,718 | Held |
| Berkshire HathawayBRK-B | 0.3% | $8m | 15,175 | Held |
| CaterpillarCAT | 0.3% | $7m | 7,005 | -40% |
| ChevronCVX | 0.3% | $7m | 44,974 | -2% |
| Keysight TechnologiesKEYS | 0.3% | $7m | 21,074 | -2% |
| Palo Alto NetworksPANW | 0.3% | $7m | 21,261 | -44% |
| Lam ResearchLRCX | 0.3% | $7m | 16,477 | +44% |
| Booking HoldingsBKNG | 0.3% | $7m | 39,756 | -26% |
| Emerson ElectricEMR | 0.3% | $7m | 49,204 | +14% |
| FastenalFAST | 0.3% | $7m | 145,972 | +2% |
| Advanced Energy IndustriesAEIS | 0.3% | $7m | 18,699 | +26% |
| Quanta ServicesPWR | 0.3% | $7m | 9,496 | -4% |
| National Fuel GasNFG | 0.3% | $7m | 88,384 | +12% |
| Microchip TechnologyMCHP | 0.3% | $7m | 74,740 | -17% |
Showing the largest 100 of 596.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 10.2% since 30 June 2025.
Where the money is
Technology25.8%
Industrials12.2%
Financial services10.7%
Everyday goods9.6%
Health care9.2%
Retail & consumer7.6%
Media & telecom6.7%
Utilities6.3%
Materials5.1%
Real estate3.7%
Energy2.9%
Other0.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.