2026 Q2 Portfolio Activity
In 2026 Q2, Meiji Yasuda America Inc maintained a portfolio of 58 distinct positions. The most significant new addition was LUMENTUM HLDGS INC, now representing 0.55% of the total fund value. They heavily accumulated shares in MICRON TECHNOLOGY INC, increasing the position by 18.1%.
Position History
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Meiji Yasuda America Inc
AUM $598M
Total Positions
58
Quarter
2026 Q2
Top Holding
NVDA (8.9%)
Top 10 Concentration
49.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 58
Meiji Yasuda America Inc Full Holdings List — 2026 Q2
| 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 | 8.94% | 8.94% |
#1
Prev: #1
|
8.1 |
—
|
59,759 | 28.8% |
P
S
|
266,970 | $53,418,027 |
$189.33
+0.4%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | ||
|
AAPL
APPLE INC
|
Technology | 6.62% | 6.65% |
#2
Prev: #2
|
6.6 |
—
|
30,583 | 28.8% |
P
S
|
136,631 | $39,535,546 |
$275.34
+23.2%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | ||
|
GOOG
ALPHABET INC
|
Communication Services | 6.56% | 6.16% |
#3
1
Prev: #4
|
6.1 |
—
|
24,150 | 27.8% |
P
S
|
110,964 | $39,206,910 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 5.48% | 6.24% |
#4
1
Prev: #3
|
5.2 |
—
|
19,660 | 28.8% |
P
S
|
87,835 | $32,764,212 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 4.84% | 1.77% |
#5
11
Prev: #16
|
4.4 |
—
|
3,843 | 18.1% |
P
S
|
25,038 | $28,901,113 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 4.41% | 4.68% |
#6
1
Prev: #5
|
4.3 |
—
|
19,705 | 21.7% |
P
S
|
110,623 | $26,365,886 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
AVGO
BROADCOM INC
|
Technology | 3.97% | 3.73% |
#7
1
Prev: #6
|
4.1 |
—
|
14,054 | 28.8% |
P
S
|
62,793 | $23,720,056 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 3.06% | 2.52% |
#8
2
Prev: #10
|
3.7 |
—
|
4,195 | 37.9% |
P
S
|
15,267 | $18,311,698 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.90% | 3.30% |
#9
2
Prev: #7
|
3.2 |
—
|
7,654 | 16.9% |
P
S
|
52,968 | $17,338,015 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
META
META PLATFORMS ...
|
Communication Services | 2.52% | 2.95% |
#10
2
Prev: #8
|
3.5 |
—
|
5,809 | 27.8% |
P
S
|
26,695 | $15,037,027 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 2.50% | 1.35% |
#11
12
Prev: #23
|
3.5 |
—
|
9,801 | 28.8% |
P
S
|
43,795 | $14,934,971 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
GE
GE AEROSPACE
|
Industrials | 2.43% | 2.15% |
#12
Prev: #12
|
3.5 |
—
|
8,177 | 26.6% |
P
S
|
38,887 | $14,533,239 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 2.38% | 1.85% |
#13
1
Prev: #14
|
3.5 |
—
|
2,806 | 26.6% |
P
S
|
13,351 | $14,217,480 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 2.13% | 2.29% |
#14
3
Prev: #11
|
2.9 |
—
|
1,596 | 14.6% |
P
S
|
12,564 | $12,706,853 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 2.03% | 0.81% |
#15
27
Prev: #42
|
3.3 |
—
|
4,670 | 28.8% |
P
S
|
20,868 | $12,122,430 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
COP
CONOCOPHILLIPS
|
Energy | 1.91% | 2.84% |
#16
7
Prev: #9
|
3.3 |
—
|
22,936 | 26.4% |
P
S
|
109,832 | $11,418,135 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
V
VISA INC
|
Financial Services | 1.71% | 1.82% |
#17
2
Prev: #15
|
3.2 |
—
|
5,444 | 22.4% |
P
S
|
29,797 | $10,223,053 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 1.71% | 0.93% |
#18
20
Prev: #38
|
3.2 |
—
|
3,159 | 28.8% |
P
S
|
14,124 | $10,211,652 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 1.62% | 1.75% |
#19
1
Prev: #18
|
3.1 |
—
|
5,223 | 22.4% |
P
S
|
28,592 | $9,671,244 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 1.51% | 1.75% |
#20
3
Prev: #17
|
2.6 |
—
|
6,952 | 16.2% |
P
S
|
49,789 | $9,007,328 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
WELL
WELLTOWER INC
|
Real Estate | 1.47% | 1.65% |
#21
1
Prev: #20
|
2.6 |
—
|
4,894 | 14.5% |
P
S
|
38,649 | $8,772,164 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 1.39% | 1.65% |
#22
3
Prev: #19
|
2.6 |
—
|
14,284 | 16.2% |
P
S
|
102,292 | $8,313,271 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.38% | 1.93% |
#23
10
Prev: #13
|
2.6 |
—
|
10,195 | 16.2% |
P
S
|
73,010 | $8,269,113 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
RCL
ROYAL CARIBBEAN...
|
Consumer Cyclical | 1.38% | 1.46% |
#24
2
Prev: #22
|
3.1 |
—
|
4,636 | 21.7% |
P
S
|
26,035 | $8,266,894 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
CTVA
CORTEVA INC
|
Basic Materials | 1.13% | 1.16% |
#25
4
Prev: #29
|
3.0 |
—
|
23,851 | 42.4% |
P
S
|
80,076 | $6,781,636 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
CB
CHUBB LIMITED
|
Financial Services | 1.12% | 1.30% |
#26
1
Prev: #25
|
2.9 |
—
|
3,603 | 22.3% |
P
S
|
19,725 | $6,721,097 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 1.12% | 1.49% |
#27
6
Prev: #21
|
2.4 |
—
|
11,644 | 17.9% |
P
S
|
76,542 | $6,718,091 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
WM
WASTE MGMT INC ...
|
Industrials | 1.10% | 1.32% |
#28
4
Prev: #24
|
2.9 |
—
|
6,175 | 26.6% |
P
S
|
29,369 | $6,545,763 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
RTX
RTX CORPORATION
|
Industrials | 1.03% | 1.22% |
#29
3
Prev: #26
|
2.9 |
—
|
6,817 | 26.6% |
P
S
|
32,423 | $6,151,616 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 1.02% | 1.19% |
#30
3
Prev: #27
|
2.9 |
—
|
17,818 | 26.6% |
P
S
|
84,728 | $6,113,972 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
WMB
WILLIAMS COS IN...
|
Energy | 1.02% | 1.17% |
#31
3
Prev: #28
|
2.9 |
—
|
17,168 | 26.4% |
P
S
|
82,211 | $6,111,566 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.99% | 1.06% |
#32
1
Prev: #31
|
2.9 |
—
|
2,495 | 21.7% |
P
S
|
14,017 | $5,895,550 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.98% | 0.86% |
#33
6
Prev: #39
|
3.4 |
—
|
17,020 | 78.6% |
P
S
|
38,686 | $5,860,929 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.91% | 1.03% |
#34
1
Prev: #33
|
2.9 |
—
|
2,747 | 21.7% |
P
S
|
15,426 | $5,440,442 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
AEP
AMERICAN ELEC P...
|
Utilities | 0.90% | 1.07% |
#35
5
Prev: #30
|
2.4 |
—
|
5,945 | 17.9% |
P
S
|
39,093 | $5,348,313 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 0.89% | 1.05% |
#36
4
Prev: #32
|
2.9 |
—
|
11,544 | 37.9% |
P
S
|
41,998 | $5,306,027 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
PGR
PROGRESSIVE COR...
|
Financial Services | 0.87% | 0.95% |
#37
Prev: #37
|
2.8 |
—
|
4,343 | 22.3% |
P
S
|
23,777 | $5,194,086 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
ORLY
OREILLY AUTOMOT...
|
Consumer Cyclical | 0.82% | 1.00% |
#38
3
Prev: #35
|
2.8 |
—
|
9,493 | 21.7% |
P
S
|
53,294 | $4,907,844 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
SHW
SHERWIN WILLIAM...
|
Basic Materials | 0.82% | 0.79% |
#39
5
Prev: #44
|
2.8 |
—
|
4,228 | 42.4% |
P
S
|
14,201 | $4,889,688 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.81% | 0.98% |
#40
4
Prev: #36
|
2.8 |
—
|
10,966 | 28.8% |
P
S
|
48,993 | $4,864,025 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 0.81% | 1.02% |
#41
7
Prev: #34
|
2.8 |
—
|
2,173 | 22.3% |
P
S
|
11,901 | $4,846,801 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.81% | 0.84% |
#42
2
Prev: #40
|
2.8 |
—
|
3,668 | 37.9% |
P
S
|
13,347 | $4,833,216 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.79% | 0.69% |
#43
5
Prev: #48
|
2.8 |
—
|
847 | 26.6% |
P
S
|
4,036 | $4,741,735 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 0.73% | 0.82% |
#44
3
Prev: #41
|
2.8 |
—
|
3,818 | 37.9% |
P
S
|
13,895 | $4,374,702 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
DE
DEERE & CO
|
Industrials | 0.71% | 0.74% |
#45
2
Prev: #47
|
2.8 |
—
|
1,410 | 26.6% |
P
S
|
6,714 | $4,258,892 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
ICE
INTERCONTINENTA...
|
Financial Services | 0.69% | 0.78% |
#46
1
Prev: #45
|
3.3 |
—
|
13,253 | 65.9% |
P
S
|
33,356 | $4,106,457 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.58% | 0.40% |
#47
9
Prev: #56
|
2.7 |
—
|
2,280 | 37.9% |
P
S
|
8,301 | $3,450,145 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
LITE
LUMENTUM HLDGS ...
|
Technology | 0.55% | — |
#48
Prev: #—
|
3.7 |
—
|
3,815 | — |
NEW
|
3,815 | $3,273,499 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 0.53% | 0.56% |
#49
4
Prev: #53
|
2.7 |
—
|
1,747 | 37.9% |
P
S
|
6,359 | $3,188,148 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 0.50% | 0.58% |
#50
2
Prev: #52
|
2.7 |
—
|
6,752 | 27.8% |
P
S
|
31,025 | $2,986,156 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 |
Showing 1-50 of 58 holdings