Meiji Yasuda Asset Management Co Ltd. Portfolio Stock Holdings
Meiji Yasuda Asset Management Co Ltd. disclosed 548 stock positions valued at approximately $2.0 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, APPLE INC, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 548
- Portfolio Value
- $2.0B
Holdings by Sector
Meiji Yasuda Asset Management Co Ltd. Portfolio Holdings in Q1 2026
541 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 4.27% | 491,008 | -22,187 | -4.32% | $85,631,795 |
| APPLE INC | AAPL | Technology | 3.52% | 277,548 | -16,265 | -5.54% | $70,438,907 |
| MICROSOFT CORP | MSFT | Technology | 2.83% | 153,105 | -10,623 | -6.49% | $56,674,878 |
| ALPHABET INC | GOOGL | Communication Services | 2.61% | 182,127 | -5,556 | -2.96% | $52,372,440 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.93% | 185,297 | -14,201 | -7.12% | $38,591,806 |
| BROADCOM INC | AVGO | Technology | 1.53% | 98,854 | +3,709 | +3.90% | $30,596,302 |
| EXXON MOBIL CORP | XOM | Energy | 1.47% | 173,484 | -13,725 | -7.33% | $29,433,295 |
| ABBVIE INC | ABBV | Healthcare | 1.43% | 131,878 | -34,794 | -20.88% | $28,682,146 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 1.42% | 567,161 | -91,312 | -13.87% | $28,471,482 |
| META PLATFORMS INC | META | Communication Services | 1.25% | 43,810 | -2,932 | -6.27% | $25,065,015 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.23% | 100,424 | -9,816 | -8.90% | $24,547,643 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.11% | 75,818 | -2,478 | -3.16% | $22,302,623 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.05% | 145,905 | +4,229 | +2.98% | $21,074,518 |
| COCA COLA CO | KO | Consumer Defensive | 1.03% | 271,758 | +6,803 | +2.57% | $20,667,196 |
| WALMART INC | WMT | Consumer Defensive | 1.01% | 163,550 | -14,210 | -7.99% | $20,325,994 |
| VISA INC | V | Financial Services | 0.96% | 63,731 | +1,886 | +3.05% | $19,262,057 |
| PEPSICO INC | PEP | Consumer Defensive | 0.90% | 115,836 | -11,505 | -9.03% | $17,988,172 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.89% | 191,319 | -12,623 | -6.19% | $17,769,709 |
| ROBERT HALF INC. | RHI | Industrials | 0.88% | 695,450 | +558,124 | +406.42% | $17,664,430 |
| EDISON INTL | EIX | Utilities | 0.87% | 238,695 | +57,577 | +31.79% | $17,467,700 |
| TESLA INC | TSLA | Consumer Cyclical | 0.87% | 46,704 | -702 | -1.48% | $17,362,212 |
| REALTY INCOME CORP | O | Real Estate | 0.85% | 279,590 | -13,963 | -4.76% | $17,105,316 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.73% | 44,338 | +3,081 | +7.47% | $14,582,325 |
| ELI LILLY & CO | LLY | Healthcare | 0.70% | 15,242 | -232 | -1.50% | $14,019,134 |
| TARGET CORP | TGT | Consumer Defensive | 0.69% | 114,258 | +46,284 | +68.09% | $13,848,070 |
| BEST BUY INC | BBY | Consumer Cyclical | 0.66% | 206,841 | +64,499 | +45.31% | $13,279,192 |
| SONOCO PRODS CO | SON | Consumer Cyclical | 0.65% | 242,092 | +42,165 | +21.09% | $13,094,756 |
| CUMMINS INC | CMI | Industrials | 0.63% | 23,577 | +9,226 | +64.29% | $12,684,898 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.61% | 76,973 | +1,879 | +2.50% | $12,292,588 |
| FRANKLIN RESOURCES INC | BEN | Financial Services | 0.61% | 518,837 | -337,204 | -39.39% | $12,254,930 |
| KIMBERLY-CLARK CORP | KMB | Consumer Defensive | 0.61% | 126,231 | +43,325 | +52.26% | $12,177,505 |
| TEXAS INSTRS INC | TXN | Technology | 0.58% | 59,508 | -5,963 | -9.11% | $11,552,883 |
| CLOROX CO DEL | CLX | Consumer Defensive | 0.56% | 108,336 | +58,631 | +117.96% | $11,226,860 |
| MEDTRONIC PLC | MDT | Other | 0.55% | 128,226 | -737 | -0.57% | $11,110,783 |
| HORMEL FOODS CORP | HRL | Consumer Defensive | 0.55% | 488,632 | +163,234 | +50.16% | $11,067,515 |
| FEDERAL RLTY INVT TR NEW | FRT | Real Estate | 0.55% | 104,163 | +7,984 | +8.30% | $11,063,152 |
| ALPHABET INC | GOOG | Communication Services | 0.55% | 38,129 | -859 | -2.20% | $10,937,685 |
| US BANCORP | USB | Financial Services | 0.53% | 203,492 | -15,837 | -7.22% | $10,583,619 |
| PRICE T ROWE GROUP INC | TROW | Financial Services | 0.52% | 115,598 | +17,401 | +17.72% | $10,420,004 |
| BLACKROCK INC | BLK | Other | 0.52% | 10,825 | -231 | -2.09% | $10,410,511 |
| CONSOLIDATED EDISON INC | ED | Utilities | 0.52% | 91,963 | -16,171 | -14.95% | $10,408,372 |
| EVERSOURCE ENERGY | ES | Utilities | 0.52% | 150,143 | -73,579 | -32.89% | $10,401,907 |
| SPIRE INC | SR | Utilities | 0.51% | 113,871 | +22,960 | +25.26% | $10,309,880 |
| SMUCKER J M CO | SJM | Consumer Defensive | 0.50% | 104,773 | +13,725 | +15.07% | $10,104,308 |
| ECOLAB INC | ECL | Basic Materials | 0.50% | 37,511 | +1,437 | +3.98% | $9,978,676 |
| ARCHER DANIELS MIDLAND CO | ADM | Consumer Defensive | 0.49% | 134,261 | -50,378 | -27.28% | $9,759,432 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.48% | 65,506 | +11,875 | +22.14% | $9,582,218 |
| C H ROBINSON WORLDWIDE IN | CHRW | Industrials | 0.48% | 57,451 | -33,822 | -37.06% | $9,540,888 |
| CHEVRON CORPORATION | CVX | Energy | 0.48% | 46,032 | -72,290 | -61.10% | $9,524,021 |
| EOG RES INC | EOG | Energy | 0.47% | 65,277 | -3,884 | -5.62% | $9,437,096 |
| WESTLAKE CORPORATION | WLK | Basic Materials | 0.46% | 79,478 | +79,478 | +100.00% | $9,284,620 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.46% | 30,629 | -1,343 | -4.20% | $9,264,660 |
| ONE GAS INC | OGS | Utilities | 0.46% | 106,191 | +3,321 | +3.23% | $9,146,231 |
| REPUBLIC SVCS INC | RSG | Industrials | 0.45% | 41,580 | -1,812 | -4.18% | $9,106,852 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.45% | 2,162 | -49 | -2.22% | $9,102,712 |
| CITIGROUP INC | C | Financial Services | 0.45% | 80,202 | -2,744 | -3.31% | $9,095,709 |
| STANLEY BLACK & DECKER INC | SWK | Industrials | 0.45% | 127,749 | -29,324 | -18.67% | $9,077,844 |
| ESSENTIAL UTILS INC | WTRG | Utilities | 0.45% | 223,268 | -27,655 | -11.02% | $8,991,002 |
| ESSEX PPTY TR INC | ESS | Real Estate | 0.45% | 37,094 | +3,121 | +9.19% | $8,976,748 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 0.44% | 30,674 | +4,290 | +16.26% | $8,910,490 |
| WW GRAINGER INC | GWW | Industrials | 0.42% | 7,788 | +2,028 | +35.21% | $8,495,228 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.42% | 98,020 | +3,568 | +3.78% | $8,354,245 |
| CATERPILLAR INC | CAT | Industrials | 0.42% | 11,756 | +98 | +0.84% | $8,328,656 |
| EQUITY LIFESTYLE PROPERTIES | ELS | Real Estate | 0.41% | 132,853 | +20,985 | +18.76% | $8,292,684 |
| AVISTA CORP | AVA | Utilities | 0.41% | 206,368 | +206,368 | +100.00% | $8,283,612 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.41% | 80,631 | -64,477 | -44.43% | $8,278,385 |
| WELLTOWER INC | WELL | Real Estate | 0.40% | 40,258 | -1,393 | -3.34% | $7,959,409 |
| POLARIS INC | PII | Consumer Cyclical | 0.40% | 145,416 | +145,416 | +100.00% | $7,925,172 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.39% | 30,376 | +1,037 | +3.53% | $7,906,569 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.39% | 29,055 | -574 | -1.94% | $7,861,992 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.39% | 82,744 | -4,576 | -5.24% | $7,776,281 |
| CISCO SYS INC | CSCO | Technology | 0.38% | 98,179 | -940 | -0.95% | $7,617,709 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.38% | 46,003 | -12,960 | -21.98% | $7,606,136 |
| ANALOG DEVICES INC | ADI | Technology | 0.38% | 23,822 | -11,431 | -32.43% | $7,578,731 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.38% | 22,402 | -1,210 | -5.12% | $7,570,756 |
| LINDE PLC | LIN | Other | 0.38% | 15,218 | +3,097 | +25.55% | $7,544,476 |
| MERCK & CO INC | MRK | Healthcare | 0.37% | 62,447 | -1,235 | -1.94% | $7,511,750 |
| NATIONAL FUEL GAS CO | NFG | Energy | 0.37% | 78,906 | -54,571 | -40.88% | $7,414,008 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.36% | 15,256 | -199 | -1.29% | $7,310,675 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.36% | 36,374 | +20,793 | +133.45% | $7,212,600 |
| QUALCOMM INC | QCOM | Technology | 0.36% | 55,846 | -3,625 | -6.10% | $7,191,848 |
| SYSCO CORP | SYY | Consumer Defensive | 0.36% | 100,111 | -1,331 | -1.31% | $7,140,918 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.35% | 16,457 | -5,168 | -23.90% | $6,999,820 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.34% | 29,148 | -2,512 | -7.93% | $6,887,089 |
| PPG INDS INC | PPG | Basic Materials | 0.34% | 63,075 | +8,204 | +14.95% | $6,741,456 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.34% | 33,077 | +4,473 | +15.64% | $6,720,585 |
| GE VERNOVA INC | GEV | Utilities | 0.33% | 7,666 | +792 | +11.52% | $6,691,651 |
| NETFLIX INC. | NFLX | Communication Services | 0.33% | 69,485 | +1,733 | +2.56% | $6,680,983 |
| AMER STATES WTR CO | AWR | Utilities | 0.33% | 88,246 | +31,361 | +55.13% | $6,673,163 |
| FASTENAL CO | FAST | Industrials | 0.33% | 142,552 | +118,007 | +480.78% | $6,614,413 |
| AMETEK INC | AME | Industrials | 0.33% | 30,710 | -676 | -2.15% | $6,582,996 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.32% | 13,161 | -516 | -3.77% | $6,469,026 |
| AFLAC INC | AFL | Financial Services | 0.32% | 58,300 | -11,048 | -15.93% | $6,396,093 |
| NIKE INC | NKE | Consumer Cyclical | 0.31% | 119,005 | +17,700 | +17.47% | $6,285,844 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.31% | 10,303 | -29 | -0.28% | $6,227,030 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.31% | 38,152 | -3,536 | -8.48% | $6,116,529 |
| SEMPRA | SRE | Utilities | 0.31% | 62,926 | -2,693 | -4.10% | $6,114,519 |
| KEYSIGHT TECHNOLOGIES INC | KEYS | Technology | 0.30% | 21,563 | -991 | -4.39% | $6,088,744 |
| CALIFORNIA WTR SVC GROUP | CWT | Utilities | 0.30% | 134,116 | +49,317 | +58.16% | $6,080,819 |
| EATON CORP PLC | ETN | Other | 0.30% | 16,950 | -7,337 | -30.21% | $6,062,507 |