Meiji Yasuda Asset Management Co Ltd. Portfolio Stock Holdings

According to the SEC 13F filed on August 13, 2026, Meiji Yasuda Asset Management Co Ltd. disclosed 590 stock positions valued at approximately $2.22B as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, APPLE INC, and ALPHABET INC.

Report Period
June 30, 2026
No. of Stocks
590
Portfolio Value
$2.22B
Holdings by Sector
Meiji Yasuda Asset Management Co Ltd. Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology3.98%442,231-48,777-9.93%$88,486,001
APPLE INCAAPLTechnology3.41%261,856-15,692-5.65%$75,770,652
ALPHABET INCGOOGLCommunication Services2.89%179,708-2,419-1.33%$64,222,248
MICROSOFT CORPMSFTTechnology2.56%152,204-901-0.59%$56,775,136
AMAZON COM INCAMZNConsumer Cyclical1.99%185,611+314+0.17%$44,238,526
BROADCOM INCAVGOTechnology1.58%92,816-6,038-6.11%$35,061,244
VERIZON COMMUNICATIONS INCVZCommunication Services1.17%613,083+45,922+8.10%$25,957,934
JOHNSON & JOHNSONJNJHealthcare1.13%99,291-1,133-1.13%$25,216,935
MICRON TECHNOLOGY INCMUTechnology1.11%21,329+4,879+29.66%$24,619,851
META PLATFORMS INCMETACommunication Services1.11%43,628-182-0.42%$24,575,216
JPMORGAN CHASE & COJPMFinancial Services1.09%74,286-1,532-2.02%$24,316,036
EXXON MOBIL CORPXOMEnergy1.08%176,081+2,597+1.50%$24,073,794
ABBVIE INCABBVHealthcare1.07%94,867-37,011-28.06%$23,872,332
PROCTER & GAMBLE COPGConsumer Defensive1.05%158,414+12,509+8.57%$23,229,829
COCA COLA COKOConsumer Defensive0.99%271,742-16-0.01%$22,084,472
VISA INCVFinancial Services0.99%64,122+391+0.61%$21,999,617
TESLA INCTSLAConsumer Cyclical0.91%47,838+1,134+2.43%$20,120,663
NEXTERA ENERGY INCNEEUtilities0.88%221,777+30,458+15.92%$19,465,367
ROBERT HALF INC.RHIIndustrials0.87%630,248-65,202-9.38%$19,348,614
EDISON INTLEIXUtilities0.86%257,051+18,356+7.69%$19,137,447
ELI LILLY & COLLYHealthcare0.80%14,900-342-2.24%$17,871,507
REALTY INCOME CORPOReal Estate0.77%277,646-1,944-0.70%$17,202,946
TEXAS INSTRS INCTXNTechnology0.73%54,051-5,457-9.17%$16,110,982
WALMART INCWMTConsumer Defensive0.71%139,817-23,733-14.51%$15,835,673
BEST BUY INCBBYConsumer Cyclical0.70%205,846-995-0.48%$15,619,594
AMCOR PLCAMCCFOther0.70%358,828-841-0.23%$15,555,194
FRANKLIN RESOURCES INCBENFinancial Services0.70%464,812-54,025-10.41%$15,464,295
HOME DEPOT INCHDConsumer Cyclical0.69%43,761-577-1.30%$15,433,629
CISCO SYS INCCSCOTechnology0.68%128,272+30,093+30.65%$15,066,829
TARGET CORPTGTConsumer Defensive0.64%108,765-5,493-4.81%$14,205,797
Showing 30 of 590 holdings in the latest reporting period.