2026 Q3 Portfolio Activity
In 2026 Q3, Meiji Yasuda America Inc maintained a portfolio of 60 distinct positions. The most significant new addition was MEDLINE INC, now representing 0.61% of the total fund value. They heavily accumulated shares in MICROSOFT CORP, increasing the position by 24.2%.
Position History
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Meiji Yasuda America Inc
AUM $764M
Total Positions
60
Quarter
2026 Q3
Top Holding
NVDA (9.9%)
Top 10 Concentration
52.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 60
Meiji Yasuda America Inc Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 9.91% | 8.94% |
#1
Prev: #1
|
8.5 |
—
|
64,555 | 24.2% |
P
S
|
331,525 | $75,713,680 |
$196.70
+4.0%
|
2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | ||
|
AAPL
APPLE INC
|
Technology | 7.40% | 6.62% |
#2
Prev: #2
|
7.0 |
—
|
33,037 | 24.2% |
P
S
|
169,668 | $56,502,837 |
$286.29
+20.4%
|
2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | ||
|
MSFT
MICROSOFT CORP
|
Technology | 7.32% | 5.48% |
#3
1
Prev: #4
|
6.4 |
—
|
21,237 | 24.2% |
P
S
|
109,072 | $55,943,029 |
$467.47
+11.6%
|
2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | ||
|
GOOG
ALPHABET INC
|
Communication Services | 6.14% | 6.56% |
#4
1
Prev: #3
|
5.5 |
—
|
26,749 | 24.1% |
P
S
|
137,713 | $46,924,328 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 4.48% | 4.41% |
#5
1
Prev: #6
|
4.8 |
—
|
26,648 | 24.1% |
P
S
|
137,271 | $34,201,070 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 4.33% | 4.84% |
#6
1
Prev: #5
|
4.2 |
—
|
6,053 | 24.2% |
P
S
|
31,091 | $33,115,335 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
AVGO
BROADCOM INC
|
Technology | 3.58% | 3.97% |
#7
Prev: #7
|
3.9 |
—
|
15,181 | 24.2% |
P
S
|
77,974 | $27,383,689 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
META
META PLATFORMS ...
|
Communication Services | 3.14% | 2.52% |
#8
2
Prev: #10
|
3.8 |
—
|
6,432 | 24.1% |
P
S
|
33,127 | $24,023,038 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 2.94% | 3.06% |
#9
1
Prev: #8
|
3.7 |
—
|
4,139 | 27.1% |
P
S
|
19,406 | $22,454,294 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.87% | 2.90% |
#10
1
Prev: #9
|
3.6 |
—
|
13,309 | 25.1% |
P
S
|
66,277 | $21,926,420 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 2.83% | 2.50% |
#11
Prev: #11
|
3.6 |
—
|
10,587 | 24.2% |
P
S
|
54,382 | $21,606,512 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 2.07% | 2.03% |
#12
3
Prev: #15
|
3.3 |
—
|
5,044 | 24.2% |
P
S
|
25,912 | $15,851,925 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
COP
CONOCOPHILLIPS
|
Energy | 2.03% | 1.91% |
#13
3
Prev: #16
|
2.8 |
—
|
14,203 | 12.9% |
P
S
|
124,035 | $15,522,980 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
GE
GE AEROSPACE
|
Industrials | 1.95% | 2.43% |
#14
2
Prev: #12
|
3.3 |
—
|
8,842 | 22.7% |
P
S
|
47,729 | $14,905,289 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 1.85% | 2.13% |
#15
1
Prev: #14
|
3.2 |
—
|
3,154 | 25.1% |
P
S
|
15,718 | $14,151,858 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
V
VISA INC
|
Financial Services | 1.75% | 1.71% |
#16
1
Prev: #17
|
3.2 |
—
|
7,484 | 25.1% |
P
S
|
37,281 | $13,396,182 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 1.74% | 2.38% |
#17
4
Prev: #13
|
3.2 |
—
|
3,034 | 22.7% |
P
S
|
16,385 | $13,284,794 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 1.58% | 1.51% |
#18
2
Prev: #20
|
3.1 |
—
|
13,437 | 27.0% |
P
S
|
63,226 | $12,064,785 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 1.46% | 1.39% |
#19
3
Prev: #22
|
3.1 |
—
|
27,607 | 27.0% |
P
S
|
129,899 | $11,181,706 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 1.42% | 1.62% |
#20
1
Prev: #19
|
3.1 |
—
|
7,183 | 25.1% |
P
S
|
35,775 | $10,879,178 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
WELL
WELLTOWER INC
|
Real Estate | 1.38% | 1.47% |
#21
Prev: #21
|
2.6 |
—
|
7,256 | 18.8% |
P
S
|
45,905 | $10,569,167 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.26% | 1.38% |
#22
1
Prev: #23
|
3.0 |
—
|
19,703 | 27.0% |
P
S
|
92,713 | $9,634,735 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 1.17% | 1.71% |
#23
5
Prev: #18
|
3.0 |
—
|
3,413 | 24.2% |
P
S
|
17,537 | $8,968,071 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
RCL
ROYAL CARIBBEAN...
|
Consumer Cyclical | 1.12% | 1.38% |
#24
Prev: #24
|
2.9 |
—
|
6,270 | 24.1% |
P
S
|
32,305 | $8,588,607 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
NOW
SERVICENOW INC
|
Technology | 1.07% | 0.81% |
#25
15
Prev: #40
|
2.9 |
—
|
11,845 | 24.2% |
P
S
|
60,838 | $8,152,900 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
CB
CHUBB LIMITED
|
Financial Services | 1.05% | 1.12% |
#26
Prev: #26
|
2.9 |
—
|
4,954 | 25.1% |
P
S
|
24,679 | $8,026,845 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 1.04% | 0.89% |
#27
9
Prev: #36
|
2.9 |
—
|
11,388 | 27.1% |
P
S
|
53,386 | $7,957,183 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
CTVA
CORTEVA INC
|
Basic Materials | 1.01% | 1.13% |
#28
3
Prev: #25
|
2.9 |
—
|
19,287 | 24.1% |
P
S
|
99,363 | $7,715,537 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.97% | 1.03% |
#29
Prev: #29
|
2.9 |
—
|
7,373 | 22.7% |
P
S
|
39,796 | $7,388,127 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
WM
WASTE MGMT INC ...
|
Industrials | 0.96% | 1.10% |
#30
2
Prev: #28
|
2.9 |
—
|
6,679 | 22.7% |
P
S
|
36,048 | $7,350,908 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 0.93% | 1.02% |
#31
1
Prev: #30
|
2.9 |
—
|
19,272 | 22.7% |
P
S
|
104,000 | $7,125,040 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.90% | 1.12% |
#32
5
Prev: #27
|
2.4 |
—
|
14,373 | 18.8% |
P
S
|
90,915 | $6,885,902 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.83% | 0.98% |
#33
Prev: #33
|
2.8 |
—
|
9,317 | 24.1% |
P
S
|
48,003 | $6,351,277 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
ICE
INTERCONTINENTA...
|
Financial Services | 0.83% | 0.69% |
#34
12
Prev: #46
|
2.8 |
—
|
8,380 | 25.1% |
P
S
|
41,736 | $6,345,124 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.82% | 0.58% |
#35
12
Prev: #47
|
3.3 |
—
|
8,762 | 105.6% |
P
S
|
17,063 | $6,263,486 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.81% | 0.99% |
#36
4
Prev: #32
|
2.8 |
—
|
3,375 | 24.1% |
P
S
|
17,392 | $6,170,856 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
PGR
PROGRESSIVE COR...
|
Financial Services | 0.81% | 0.87% |
#37
Prev: #37
|
2.8 |
—
|
5,972 | 25.1% |
P
S
|
29,749 | $6,167,265 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 0.77% | 0.81% |
#38
3
Prev: #41
|
2.8 |
—
|
2,988 | 25.1% |
P
S
|
14,889 | $5,873,264 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
SHW
SHERWIN WILLIAM...
|
Basic Materials | 0.75% | 0.82% |
#39
Prev: #39
|
2.8 |
—
|
3,418 | 24.1% |
P
S
|
17,619 | $5,695,694 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
ORLY
OREILLY AUTOMOT...
|
Consumer Cyclical | 0.74% | 0.82% |
#40
2
Prev: #38
|
2.8 |
—
|
12,836 | 24.1% |
P
S
|
66,130 | $5,648,163 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
DE
DEERE & CO
|
Industrials | 0.72% | 0.71% |
#41
4
Prev: #45
|
2.8 |
—
|
1,524 | 22.7% |
P
S
|
8,238 | $5,532,229 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
AEP
AMERICAN ELEC P...
|
Utilities | 0.72% | 0.90% |
#42
7
Prev: #35
|
2.3 |
—
|
7,340 | 18.8% |
P
S
|
46,433 | $5,508,811 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 0.71% | 0.53% |
#43
6
Prev: #49
|
2.8 |
—
|
1,722 | 27.1% |
P
S
|
8,081 | $5,455,079 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.71% | 0.91% |
#44
10
Prev: #34
|
2.8 |
—
|
3,714 | 24.1% |
P
S
|
19,140 | $5,445,139 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
WMB
WILLIAMS COS IN...
|
Energy | 0.68% | 1.02% |
#45
14
Prev: #31
|
0.8 |
—
|
-6,340 | -7.7% |
P
S
|
75,871 | $5,156,952 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 0.64% | 0.73% |
#46
2
Prev: #44
|
2.8 |
—
|
3,766 | 27.1% |
P
S
|
17,661 | $4,863,663 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.62% | 0.79% |
#47
4
Prev: #43
|
2.7 |
—
|
916 | 22.7% |
P
S
|
4,952 | $4,706,826 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
MDLN
MEDLINE INC
|
Healthcare | 0.61% | — |
#48
Prev: #—
|
3.7 |
—
|
135,314 | — |
NEW
|
135,314 | $4,695,396 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
LITE
LUMENTUM HLDGS ...
|
Technology | 0.60% | 0.55% |
#49
1
Prev: #48
|
2.7 |
—
|
919 | 24.1% |
P
S
|
4,734 | $4,597,945 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.59% | 0.81% |
#50
8
Prev: #42
|
0.7 |
—
|
-2,570 | -19.3% |
P
S
|
10,777 | $4,542,613 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 |
Showing 1-50 of 60 holdings