Meiji Yasuda Life Insurance
TOKYO, M0files as Meiji Yasuda Life Insurance Co
$3.0bn in 231 US stocks at the end of 30 June 2026. The top 10 are 84.9% of the money. It changed about 3.9% of the portfolio this quarter.
Value
$3.0bn
Stocks
231
Top 10 share
84.9%
Turnover
3.9%
What changed this quarter
New
Bought for the first time this quarter.
- IntelINTC0.1% of the fund
- Select Sector Spdr TRXLE<0.1% of the fund
- Ishares TRIBDV<0.1% of the fund
- Ishares TRIBDT<0.1% of the fund
- WatersWAT<0.1% of the fund
- SandiskSNDK<0.1% of the fund
- Rockwell AutomationROK<0.1% of the fund
- Parker-HannifinPH<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
- Rocket CompaniesRKT<0.1% of the fund
- SitimeSITM<0.1% of the fund
- Caseys General StoresCASY<0.1% of the fund
- Lumentum HoldingsLITE<0.1% of the fund
- FedEx Freight Holding CompanyFDXF<0.1% of the fund
- Verisk AnalyticsVRSK<0.1% of the fund
- Fair IsaacFICO<0.1% of the fund
- WEC Energy GroupWEC<0.1% of the fund
- NordsonNDSN<0.1% of the fund
- TeradyneTER<0.1% of the fund
- KenvueKVUE<0.1% of the fund
- Intercontinental ExchangeICE<0.1% of the fund
- Deckers OutdoorDECK<0.1% of the fund
- Dell TechnologiesDELL<0.1% of the fund
Added
Bought more of a stock they already held.
- Select Sector Spdr TRXLK1.8% of the fund+11%
- Ishares TRIBDU1.0% of the fund+12%
- Ishares TRIBDS0.7% of the fund+15%
- Lam ResearchLRCX0.2% of the fund+12%
- Vertiv HoldingsVRT0.1% of the fund+7%
- UnitedHealth GroupUNH0.1% of the fund+69%
- CaterpillarCAT0.1% of the fund+7%
- WelltowerWELL0.1% of the fund+9%
- W.W. GraingerGWW0.1% of the fund+7%
- CloudflareNET0.1% of the fund+26%
- ARM HoldingsARM0.1% of the fund+13%
- MastercardMA<0.1% of the fund+18%
- EOG ResourcesEOG<0.1% of the fund+9%
- Advanced Energy IndustriesAEIS<0.1% of the fund+23%
- Western DigitalWDC<0.1% of the fund+29%
- Cisco SystemsCSCO<0.1% of the fund+344%
- Arthur J. GallagherAJG<0.1% of the fund+28%
- Edwards LifesciencesEW<0.1% of the fund+39%
- S&P GlobalSPGI<0.1% of the fund+23%
- ServiceNowNOW<0.1% of the fund+11%
- United TherapeuticsUTHR<0.1% of the fund+33%
- MerckMRK<0.1% of the fund+4%
- MedtronicMDT<0.1% of the fund+43%
- AmetekAME<0.1% of the fund+17%
- Ross StoresROST<0.1% of the fund+34%
Cut
Sold some of their stake.
- NvidiaNVDA1.4% of the fund-9%
- AppleAAPL1.2% of the fund-7%
- AlphabetGOOGL1.1% of the fund-3%
- MicrosoftMSFT0.8% of the fund-4%
- Amazon.comAMZN0.7% of the fund-4%
- BroadcomAVGO0.5% of the fund-3%
- Select Sector Spdr TRXLI0.5% of the fund-40%
- Micron TechnologyMU0.5% of the fund-8%
- Meta PlatformsMETA0.4% of the fund-4%
- JPMorgan ChaseJPM0.3% of the fund-3%
- VisaV0.2% of the fund-4%
- Advanced Micro DevicesAMD0.2% of the fund-7%
- Johnson & JohnsonJNJ0.2% of the fund-9%
- WalmartWMT0.2% of the fund-8%
- AbbVieABBV0.2% of the fund-15%
- CitigroupC0.2% of the fund-9%
- Berkshire HathawayBRK-B0.1% of the fund-7%
- TJX CompaniesTJX0.1% of the fund-7%
- CumminsCMI0.1% of the fund-7%
- Marvell TechnologyMRVL0.1% of the fund-16%
- Procter & GamblePG0.1% of the fund-2%
- Quanta ServicesPWR0.1% of the fund-3%
- Palo Alto NetworksPANW0.1% of the fund-14%
- LindeLIN0.1% of the fund-18%
- GE VernovaGEV0.1% of the fund-11%
Sold out
Sold their entire stake.
- Carlisle CompaniesCSL-100%
- Honeywell InternationalHON-100%
- StrykerSYK-100%
- ZoetisZTS-100%
- Motorola SolutionsMSI-100%
- International Business MachinesIBM-100%
- Apollo Global ManagementAPO-100%
- Hartford Insurance GroupHIG-100%
- PepsiCoPEP-100%
- Costar GroupCSGP-100%
- MetLifeMET-100%
- HalliburtonHAL-100%
- KeycorpKEY-100%
- American TowerAMT-100%
- MascoMAS-100%
- EquifaxEFX-100%
- Leidos HoldingsLDOS-100%
- SolventumSOLV-100%
- Cadence Design SystemsCDNS-100%
- DoverDOV-100%
- United Parcel ServiceUPS-100%
- Abbott LaboratoriesABT-100%
- BlackstoneBX-100%
Holdings
- Ishares TRLQD
- Share
- 69.2%
- Value
- $2.1bn
- Shares
- 19,120,368
Held
- Vanguard Scottsdale FDSVCLT
- Share
- 7.1%
- Value
- $213m
- Shares
- 2,833,000
Held
- Select Sector Spdr TRXLK
- Share
- 1.8%
- Value
- $55m
- Shares
- 288,666
+11%
- Ishares TRIBDU
- Share
- 1.0%
- Value
- $30m
- Shares
- 1,315,000
+12%
- Ishares TRIBDS
- Share
- 0.7%
- Value
- $21m
- Shares
- 866,000
+15%
- Select Sector Spdr TRXLF
- Share
- 0.5%
- Value
- $15m
- Shares
- 287,368
Held
- Select Sector Spdr TRXLI
- Share
- 0.5%
- Value
- $14m
- Shares
- 75,641
-40%
- Blackrock ETF Trust IICLOA
- Share
- 0.2%
- Value
- $5m
- Shares
- 98,000
Held
- ARM HoldingsARM
- Share
- 0.1%
- Value
- $3m
- Shares
- 8,669
+13%
- Select Sector Spdr TRXLE
- Share
- <0.1%
- Value
- $2m
- Shares
- 45,517
New
- Ishares TRIBDV
- Share
- <0.1%
- Value
- $2m
- Shares
- 105,000
New
- Ishares TRIBDT
- Share
- <0.1%
- Value
- $2m
- Shares
- 70,000
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRLQD | 69.2% | $2.1bn | 19,120,368 | Held |
| Vanguard Scottsdale FDSVCLT | 7.1% | $213m | 2,833,000 | Held |
| Select Sector Spdr TRXLK | 1.8% | $55m | 288,666 | +11% |
| NvidiaNVDA | 1.4% | $42m | 209,312 | -9% |
| AppleAAPL | 1.2% | $35m | 122,367 | -7% |
| AlphabetGOOGL | 1.1% | $32m | 89,580 | -3% |
| Ishares TRIBDU | 1.0% | $30m | 1,315,000 | +12% |
| MicrosoftMSFT | 0.8% | $23m | 62,967 | -4% |
| Ishares TRIBDS | 0.7% | $21m | 866,000 | +15% |
| Amazon.comAMZN | 0.7% | $20m | 83,300 | -4% |
| BroadcomAVGO | 0.5% | $16m | 41,975 | -3% |
| Select Sector Spdr TRXLF | 0.5% | $15m | 287,368 | Held |
| Select Sector Spdr TRXLI | 0.5% | $14m | 75,641 | -40% |
| Micron TechnologyMU | 0.5% | $14m | 12,092 | -8% |
| Meta PlatformsMETA | 0.4% | $11m | 20,007 | -4% |
| JPMorgan ChaseJPM | 0.3% | $10m | 29,517 | -3% |
| TeslaTSLA | 0.3% | $9m | 21,433 | Held |
| Eli LillyLLY | 0.3% | $9m | 7,224 | Held |
| VisaV | 0.2% | $7m | 20,067 | -4% |
| Lam ResearchLRCX | 0.2% | $7m | 15,832 | +12% |
| Advanced Micro DevicesAMD | 0.2% | $7m | 11,290 | -7% |
| Johnson & JohnsonJNJ | 0.2% | $6m | 23,591 | -9% |
| WalmartWMT | 0.2% | $6m | 52,431 | -8% |
| Blackrock ETF Trust IICLOA | 0.2% | $5m | 98,000 | Held |
| AbbVieABBV | 0.2% | $5m | 18,918 | -15% |
| CitigroupC | 0.2% | $5m | 33,364 | -9% |
| Berkshire HathawayBRK-B | 0.1% | $4m | 8,317 | -7% |
| Home DepotHD | 0.1% | $4m | 11,740 | Held |
| Vertiv HoldingsVRT | 0.1% | $4m | 11,867 | +7% |
| UnitedHealth GroupUNH | 0.1% | $4m | 9,529 | +69% |
| Philip Morris InternationalPM | 0.1% | $4m | 21,882 | Held |
| Wells Fargo & CompanyWFC | 0.1% | $4m | 47,434 | Held |
| Costco WholesaleCOST | 0.1% | $4m | 4,181 | Held |
| TJX CompaniesTJX | 0.1% | $4m | 25,811 | -7% |
| CumminsCMI | 0.1% | $4m | 5,359 | -7% |
| Coca-ColaKO | 0.1% | $4m | 46,030 | Held |
| Marvell TechnologyMRVL | 0.1% | $4m | 12,554 | -16% |
| Procter & GamblePG | 0.1% | $4m | 25,193 | -2% |
| CaterpillarCAT | 0.1% | $4m | 3,376 | +7% |
| WelltowerWELL | 0.1% | $4m | 15,694 | +9% |
| Quanta ServicesPWR | 0.1% | $4m | 4,865 | -3% |
| IntelINTC | 0.1% | $3m | 23,960 | New |
| Palo Alto NetworksPANW | 0.1% | $3m | 9,749 | -14% |
| LindeLIN | 0.1% | $3m | 6,369 | -18% |
| GE VernovaGEV | 0.1% | $3m | 2,801 | -11% |
| ExxonMobil HoldingsXOM | 0.1% | $3m | 24,009 | -9% |
| AlphabetGOOG | 0.1% | $3m | 9,012 | -15% |
| W.W. GraingerGWW | 0.1% | $3m | 2,303 | +7% |
| CloudflareNET | 0.1% | $3m | 12,645 | +26% |
| ARM HoldingsARM | 0.1% | $3m | 8,669 | +13% |
| NextEra EnergyNEE | <0.1% | $3m | 34,164 | Held |
| American ExpressAXP | <0.1% | $3m | 8,576 | -4% |
| General ElectricGE | <0.1% | $3m | 7,761 | -5% |
| NetflixNFLX | <0.1% | $3m | 40,551 | -5% |
| Palantir TechnologiesPLTR | <0.1% | $3m | 24,532 | -10% |
| BlackRockBLK | <0.1% | $3m | 2,972 | Held |
| Arista NetworksANET | <0.1% | $3m | 16,249 | -8% |
| OracleORCL | <0.1% | $3m | 18,398 | Held |
| MastercardMA | <0.1% | $3m | 5,233 | +18% |
| EOG ResourcesEOG | <0.1% | $3m | 20,658 | +9% |
| C. H. Robinson WorldwideCHRW | <0.1% | $3m | 14,014 | Held |
| Advanced Energy IndustriesAEIS | <0.1% | $3m | 7,032 | +23% |
| Charles SchwabSCHW | <0.1% | $3m | 28,338 | Held |
| Goldman Sachs GroupGS | <0.1% | $2m | 2,453 | Held |
| Western DigitalWDC | <0.1% | $2m | 3,841 | +29% |
| Cisco SystemsCSCO | <0.1% | $2m | 20,769 | +344% |
| Williams CompaniesWMB | <0.1% | $2m | 32,638 | Held |
| Select Sector Spdr TRXLE | <0.1% | $2m | 45,517 | New |
| Taiwan Semiconductor ManufacturingTSM | <0.1% | $2m | 5,043 | -20% |
| Arthur J. GallagherAJG | <0.1% | $2m | 10,443 | +28% |
| Capital One FinancialCOF | <0.1% | $2m | 11,626 | -13% |
| Vertex PharmaceuticalsVRTX | <0.1% | $2m | 4,673 | -7% |
| Booking HoldingsBKNG | <0.1% | $2m | 12,951 | -21% |
| Ishares TRIBDV | <0.1% | $2m | 105,000 | New |
| Edwards LifesciencesEW | <0.1% | $2m | 24,900 | +39% |
| Marathon PetroleumMPC | <0.1% | $2m | 8,783 | -6% |
| EcolabECL | <0.1% | $2m | 7,878 | -14% |
| DatadogDDOG | <0.1% | $2m | 8,404 | Held |
| Keysight TechnologiesKEYS | <0.1% | $2m | 6,238 | Held |
| FedExFDX | <0.1% | $2m | 6,916 | -10% |
| S&P GlobalSPGI | <0.1% | $2m | 5,268 | +23% |
| Element SolutionsESI | <0.1% | $2m | 44,785 | Held |
| AmphenolAPH | <0.1% | $2m | 11,931 | -17% |
| PrologisPLD | <0.1% | $2m | 15,402 | -8% |
| ServiceNowNOW | <0.1% | $2m | 20,959 | +11% |
| Bank of AmericaBAC | <0.1% | $2m | 36,380 | -5% |
| RTXRTX | <0.1% | $2m | 10,789 | -8% |
| DeereDE | <0.1% | $2m | 3,210 | Held |
| RambusRMBS | <0.1% | $2m | 15,300 | Held |
| CrowdStrike HoldingsCRWD | <0.1% | $2m | 2,654 | -33% |
| Intuitive SurgicalISRG | <0.1% | $2m | 5,067 | -6% |
| Republic ServicesRSG | <0.1% | $2m | 9,225 | -5% |
| United TherapeuticsUTHR | <0.1% | $2m | 3,612 | +33% |
| HeicoHEI-A | <0.1% | $2m | 7,533 | -7% |
| MerckMRK | <0.1% | $2m | 14,833 | +4% |
| MedtronicMDT | <0.1% | $2m | 24,191 | +43% |
| AmetekAME | <0.1% | $2m | 7,774 | +17% |
| US BancorpUSB | <0.1% | $2m | 30,922 | -11% |
| Emerson ElectricEMR | <0.1% | $2m | 12,635 | Held |
| Ishares TRIBDT | <0.1% | $2m | 70,000 | New |
Showing the largest 100 of 231.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 10.3% since 30 June 2025.
Where the money is
Technology7.1%
Financial services2.1%
Industrials1.9%
Media & telecom1.8%
Health care1.8%
Retail & consumer1.7%
Everyday goods0.9%
Energy0.5%
Materials0.4%
Real estate0.3%
Utilities0.3%
Other81.2%
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.