Norinchukin Bank, The
TOKYO, M0
$10.3bn in 567 US stocks at the end of 30 June 2026. The top 10 are 43.3% of the money. It changed about 10.6% of the portfolio this quarter.
Value
$10.3bn
Stocks
567
Top 10 share
43.3%
Turnover
10.6%
What changed this quarter
New
Bought for the first time this quarter.
- Fidelity Comwlth TRONEQ1.3% of the fund
- Ishares TRIWB0.6% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- Astera LabsALAB<0.1% of the fund
- FlexFLEX<0.1% of the fund
- Nebius GroupNBIS<0.1% of the fund
- Rocket LabRKLB<0.1% of the fund
- CarnivalCCL<0.1% of the fund
- CoreWeaveCRWV<0.1% of the fund
- Veeva SystemsVEEV<0.1% of the fund
- Caseys General StoresCASY<0.1% of the fund
- DuPont de NemoursDD<0.1% of the fund
- Thomson Reuters Corp /canTRI<0.1% of the fund
- FedEx Freight Holding CompanyFDXF<0.1% of the fund
- Vornado Realty TrustVNO<0.1% of the fund
- OUTFRONT MediaOUT<0.1% of the fund
- Cousins PropertiesCUZ<0.1% of the fund
- Millrose PropertiesMRP<0.1% of the fund
- Service Properties TrustSVC<0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIVV6.0% of the fund+72%
- Vanguard Index FDSVTI3.8% of the fund+23%
- Invesco Exch Traded FD TR IIQQQM3.2% of the fund+31%
- Ishares TRGOVT1.4% of the fund+5%
- Micron TechnologyMU1.2% of the fund+4%
- IntelINTC0.6% of the fund+2%
- Eli LillyLLY0.6% of the fund+2%
- S&P GlobalSPGI0.5% of the fund+9%
- AmphenolAPH0.4% of the fund+9%
- DeereDE0.4% of the fund+5%
- KLAKLAC0.4% of the fund+3%
- ZoetisZTS0.3% of the fund+23%
- Tractor SupplyTSCO0.3% of the fund+80%
- ResmedRMD0.3% of the fund+37%
- Service Corp InternationalSCI0.3% of the fund+25%
- SandiskSNDK0.3% of the fund+69%
- CintasCTAS0.3% of the fund+16%
- Jack Henry & AssociatesJKHY0.3% of the fund+11%
- Illinois Tool WorksITW0.3% of the fund+12%
- Palo Alto NetworksPANW0.3% of the fund+3%
- MastercardMA0.3% of the fund+7%
- RollinsROL0.2% of the fund+80%
- SterisSTE0.2% of the fund+5%
- Procter & GamblePG0.2% of the fund+3%
- Seagate Technology HoldingsSTX0.2% of the fund+5%
Cut
Sold some of their stake.
- Amazon.comAMZN2.0% of the fund-4%
- MicrosoftMSFT2.0% of the fund-13%
- Invesco QQQ TRQQQ1.9% of the fund-50%
- VisaV0.8% of the fund-5%
- Costco WholesaleCOST0.7% of the fund-3%
- Texas InstrumentsTXN0.6% of the fund-20%
- LindeLIN0.5% of the fund-2%
- Johnson & JohnsonJNJ0.4% of the fund-3%
- Berkshire HathawayBRK-B0.4% of the fund-25%
- TJX CompaniesTJX0.3% of the fund-7%
- CaterpillarCAT0.3% of the fund-11%
- Edwards LifesciencesEW0.3% of the fund-13%
- Church & DwightCHD0.3% of the fund-6%
- ExxonMobil HoldingsXOM0.3% of the fund-4%
- UnitedHealth GroupUNH0.3% of the fund-3%
- Verisk AnalyticsVRSK0.2% of the fund-14%
- Goldman Sachs GroupGS0.2% of the fund-4%
- AmgenAMGN0.2% of the fund-3%
- Coca-ColaKO0.2% of the fund-2%
- GE VernovaGEV0.2% of the fund-5%
- International Business MachinesIBM0.2% of the fund-3%
- RTXRTX0.2% of the fund-5%
- Booking HoldingsBKNG0.1% of the fund-2%
- CitigroupC0.1% of the fund-7%
- McDonald'sMCD0.1% of the fund-4%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- Coterra EnergyCTRA-100%
- Carnival-100%
- Thomson Reuters-100%
- InsmedINSM-100%
- DuPont de NemoursDD-100%
- Hologic-100%
- ZscalerZS-100%
- EPAM SystemsEPAM-100%
- AtlassianTEAM-100%
- PoolPOOL-100%
- Conagra BrandsCAG-100%
- Campbell'sCPB-100%
Holdings
- State STR Spdr S&P 500 ETF TSPY
- Share
- 9.0%
- Value
- $921m
- Shares
- 1,233,000
Held
- Ishares TRIVV
- Share
- 6.0%
- Value
- $613m
- Shares
- 819,080
+72%
- Vanguard Index FDSVOO
- Share
- 4.9%
- Value
- $503m
- Shares
- 733,080
Held
- Vanguard Index FDSVTI
- Share
- 3.8%
- Value
- $387m
- Shares
- 1,045,000
+23%
- Ishares TRITOT
- Share
- 3.6%
- Value
- $369m
- Shares
- 2,246,560
Held
- J P Morgan Exchange Traded FBBUS
- Share
- 3.2%
- Value
- $331m
- Shares
- 2,459,000
Held
- Invesco Exch Traded FD TR IIQQQM
- Share
- 3.2%
- Value
- $327m
- Shares
- 1,080,000
+31%
- Spdr Series TrustSPYM
- Share
- 3.0%
- Value
- $309m
- Shares
- 3,511,270
Held
- Schwab Strategic TRSCHX
- Share
- 2.9%
- Value
- $300m
- Shares
- 10,180,000
Held
- Invesco QQQ TRQQQ
- Share
- 1.9%
- Value
- $191m
- Shares
- 260,000
-50%
- Ishares TRGOVT
- Share
- 1.4%
- Value
- $148m
- Shares
- 6,494,554
+5%
- Fidelity Comwlth TRONEQ
- Share
- 1.3%
- Value
- $134m
- Shares
- 1,298,000
New
- Vanguard Index FDSVV
- Share
- 1.0%
- Value
- $103m
- Shares
- 300,000
Held
- Ishares TRIWB
- Share
- 0.6%
- Value
- $63m
- Shares
- 155,000
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| State STR Spdr S&P 500 ETF TSPY | 9.0% | $921m | 1,233,000 | Held |
| Ishares TRIVV | 6.0% | $613m | 819,080 | +72% |
| Vanguard Index FDSVOO | 4.9% | $503m | 733,080 | Held |
| Vanguard Index FDSVTI | 3.8% | $387m | 1,045,000 | +23% |
| Ishares TRITOT | 3.6% | $369m | 2,246,560 | Held |
| NvidiaNVDA | 3.6% | $367m | 1,832,081 | Held |
| J P Morgan Exchange Traded FBBUS | 3.2% | $331m | 2,459,000 | Held |
| Invesco Exch Traded FD TR IIQQQM | 3.2% | $327m | 1,080,000 | +31% |
| AppleAAPL | 3.1% | $317m | 1,097,240 | Held |
| Spdr Series TrustSPYM | 3.0% | $309m | 3,511,270 | Held |
| Schwab Strategic TRSCHX | 2.9% | $300m | 10,180,000 | Held |
| Amazon.comAMZN | 2.0% | $206m | 864,176 | -4% |
| MicrosoftMSFT | 2.0% | $201m | 538,688 | -13% |
| Invesco QQQ TRQQQ | 1.9% | $191m | 260,000 | -50% |
| AlphabetGOOGL | 1.5% | $152m | 426,036 | Held |
| Ishares TRGOVT | 1.4% | $148m | 6,494,554 | +5% |
| Fidelity Comwlth TRONEQ | 1.3% | $134m | 1,298,000 | New |
| BroadcomAVGO | 1.3% | $132m | 349,853 | Held |
| AlphabetGOOG | 1.2% | $123m | 349,386 | Held |
| Micron TechnologyMU | 1.2% | $122m | 105,306 | +4% |
| Vanguard Index FDSVV | 1.0% | $103m | 300,000 | Held |
| TeslaTSLA | 1.0% | $100m | 238,220 | Held |
| Meta PlatformsMETA | 0.9% | $95m | 168,224 | Held |
| Advanced Micro DevicesAMD | 0.9% | $91m | 157,324 | Held |
| VisaV | 0.8% | $85m | 247,328 | -5% |
| Costco WholesaleCOST | 0.7% | $76m | 81,210 | -3% |
| IntelINTC | 0.6% | $64m | 459,606 | +2% |
| Ishares TRIWB | 0.6% | $63m | 155,000 | New |
| Texas InstrumentsTXN | 0.6% | $62m | 209,552 | -20% |
| Eli LillyLLY | 0.6% | $58m | 48,255 | +2% |
| Applied MaterialsAMAT | 0.6% | $57m | 79,045 | Held |
| JPMorgan ChaseJPM | 0.5% | $55m | 169,305 | Held |
| Lam ResearchLRCX | 0.5% | $53m | 122,596 | Held |
| WalmartWMT | 0.5% | $51m | 449,267 | Held |
| S&P GlobalSPGI | 0.5% | $49m | 119,306 | +9% |
| LindeLIN | 0.5% | $48m | 91,783 | -2% |
| Cisco SystemsCSCO | 0.5% | $46m | 394,019 | Held |
| AmphenolAPH | 0.4% | $44m | 249,346 | +9% |
| DeereDE | 0.4% | $42m | 66,830 | +5% |
| KLAKLAC | 0.4% | $39m | 130,098 | +3% |
| Johnson & JohnsonJNJ | 0.4% | $38m | 150,334 | -3% |
| Berkshire HathawayBRK-B | 0.4% | $37m | 73,026 | -25% |
| Sherwin-WilliamsSHW | 0.3% | $36m | 104,196 | Held |
| TJX CompaniesTJX | 0.3% | $36m | 235,071 | -7% |
| ZoetisZTS | 0.3% | $35m | 491,724 | +23% |
| CaterpillarCAT | 0.3% | $35m | 32,691 | -11% |
| Tractor SupplyTSCO | 0.3% | $34m | 1,088,517 | +80% |
| ResmedRMD | 0.3% | $34m | 175,178 | +37% |
| Service Corp InternationalSCI | 0.3% | $34m | 442,479 | +25% |
| SandiskSNDK | 0.3% | $32m | 13,943 | +69% |
| CintasCTAS | 0.3% | $32m | 186,263 | +16% |
| FastenalFAST | 0.3% | $31m | 650,475 | Held |
| Edwards LifesciencesEW | 0.3% | $31m | 341,927 | -13% |
| Jack Henry & AssociatesJKHY | 0.3% | $31m | 224,533 | +11% |
| NetflixNFLX | 0.3% | $30m | 416,806 | Held |
| Illinois Tool WorksITW | 0.3% | $30m | 110,014 | +12% |
| Palo Alto NetworksPANW | 0.3% | $29m | 84,495 | +3% |
| Church & DwightCHD | 0.3% | $28m | 293,683 | -6% |
| MastercardMA | 0.3% | $28m | 54,686 | +7% |
| Palantir TechnologiesPLTR | 0.3% | $28m | 237,281 | Held |
| ExxonMobil HoldingsXOM | 0.3% | $27m | 198,700 | -4% |
| AbbVieABBV | 0.3% | $27m | 107,762 | Held |
| UnitedHealth GroupUNH | 0.3% | $26m | 63,267 | -3% |
| Verisk AnalyticsVRSK | 0.2% | $25m | 141,382 | -14% |
| Goldman Sachs GroupGS | 0.2% | $25m | 25,070 | -4% |
| General ElectricGE | 0.2% | $24m | 65,313 | Held |
| Home DepotHD | 0.2% | $24m | 68,420 | Held |
| RollinsROL | 0.2% | $24m | 567,116 | +80% |
| Bank of AmericaBAC | 0.2% | $23m | 399,459 | Held |
| SterisSTE | 0.2% | $22m | 106,851 | +5% |
| Procter & GamblePG | 0.2% | $22m | 150,173 | +3% |
| AmgenAMGN | 0.2% | $21m | 59,210 | -3% |
| ChevronCVX | 0.2% | $21m | 129,288 | Held |
| Coca-ColaKO | 0.2% | $21m | 257,920 | -2% |
| Western DigitalWDC | 0.2% | $21m | 32,748 | Held |
| Seagate Technology HoldingsSTX | 0.2% | $20m | 21,112 | +5% |
| Marvell TechnologyMRVL | 0.2% | $20m | 68,114 | +109% |
| Tradeweb MarketsTW | 0.2% | $20m | 202,563 | +4% |
| MerckMRK | 0.2% | $20m | 152,112 | Held |
| QualcommQCOM | 0.2% | $19m | 103,324 | Held |
| CrowdStrike HoldingsCRWD | 0.2% | $19m | 24,939 | +2% |
| Analog DevicesADI | 0.2% | $18m | 46,291 | Held |
| GE VernovaGEV | 0.2% | $18m | 15,428 | -5% |
| Philip Morris InternationalPM | 0.2% | $18m | 98,743 | Held |
| International Business MachinesIBM | 0.2% | $18m | 62,938 | -3% |
| PepsiCoPEP | 0.2% | $17m | 128,213 | +2% |
| WelltowerWELL | 0.2% | $17m | 74,383 | +7% |
| Morgan StanleyMS | 0.2% | $17m | 79,708 | +9% |
| CopartCPRT | 0.2% | $16m | 580,678 | +41% |
| RTXRTX | 0.2% | $16m | 84,303 | -5% |
| Gilead SciencesGILD | 0.1% | $15m | 120,669 | Held |
| Wells Fargo & CompanyWFC | 0.1% | $15m | 177,953 | Held |
| OracleORCL | 0.1% | $14m | 98,655 | Held |
| AppLovinAPP | 0.1% | $14m | 27,711 | Held |
| Booking HoldingsBKNG | 0.1% | $14m | 79,025 | -2% |
| Intuitive SurgicalISRG | 0.1% | $14m | 35,415 | Held |
| PrologisPLD | 0.1% | $14m | 103,915 | Held |
| American ExpressAXP | 0.1% | $14m | 41,518 | Held |
| CitigroupC | 0.1% | $14m | 99,179 | -7% |
| McDonald'sMCD | 0.1% | $13m | 48,190 | -4% |
Showing the largest 100 of 567.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 52.9% since 30 June 2025.
Where the money is
Technology20.1%
Financial services5.9%
Retail & consumer5.6%
Industrials5.5%
Health care4.9%
Media & telecom4.8%
Everyday goods2.9%
Materials1.3%
Real estate1.2%
Energy1.2%
Utilities0.9%
Other45.8%
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.