2026 Q1 Portfolio Activity
In 2026 Q1, Meiji Yasuda Asset Management Co Ltd. maintained a portfolio of 584 distinct positions. The most significant new addition was AMCOR PLC, now representing 0.71% of the total fund value. They heavily accumulated shares in ROBERT HALF INC., increasing the position by 406.4%. Conversely, Meiji Yasuda Asset Management Co Ltd. completely exited their position in UGI CORP NEW.
Position History
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Total Positions
584
Quarter
2026 Q1
Top Holding
NVDA (4.3%)
Top 10 Concentration
22.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 584
Meiji Yasuda Asset Management Co Ltd. Full Holdings List — 2026 Q1
| 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 | 4.27% | 4.60% |
#1
Prev: #1
|
4.2 |
—
|
-22,187 | -4.3% |
P
S
|
491,008 | $85,631,795 |
$108.51
-100.0%
|
2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
AAPL
APPLE INC
|
Technology | 3.52% | 3.84% |
#2
Prev: #2
|
3.4 |
—
|
-16,265 | -5.5% |
P
S
|
277,548 | $70,438,907 |
$104.89
+217.1%
|
2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
MSFT
MICROSOFT CORP
|
Technology | 2.83% | 3.81% |
#3
Prev: #3
|
2.6 |
—
|
-10,623 | -6.5% |
P
S
|
153,105 | $56,674,878 |
$117.29
+243.4%
|
2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.61% | 2.82% |
#4
Prev: #4
|
2.0 |
—
|
-5,556 | -3.0% |
P
S
|
182,127 | $52,372,440 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.93% | 2.21% |
#5
Prev: #5
|
1.8 |
—
|
-14,201 | -7.1% |
P
S
|
185,297 | $38,591,806 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.53% | 1.58% |
#6
1
Prev: #7
|
1.1 |
—
|
3,709 | 3.9% |
P
S
|
98,854 | $30,596,302 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.47% | 1.08% |
#7
5
Prev: #12
|
1.1 |
—
|
-13,725 | -7.3% |
P
S
|
173,484 | $29,433,295 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 1.43% | 1.83% |
#8
2
Prev: #6
|
0.6 |
—
|
-34,794 | -20.9% |
P
S
|
131,878 | $28,682,146 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 1.42% | 1.29% |
#9
Prev: #9
|
1.1 |
—
|
-91,312 | -13.9% |
P
S
|
567,161 | $28,471,482 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.25% | 1.48% |
#10
2
Prev: #8
|
1.0 |
—
|
-2,932 | -6.3% |
P
S
|
43,810 | $25,065,015 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.23% | 1.10% |
#11
Prev: #11
|
1.0 |
—
|
-9,816 | -8.9% |
P
S
|
100,424 | $24,547,643 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.11% | 1.21% |
#12
2
Prev: #10
|
0.9 |
—
|
-2,478 | -3.2% |
P
S
|
75,818 | $22,302,623 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 1.05% | 0.98% |
#13
3
Prev: #16
|
0.9 |
—
|
4,229 | 3.0% |
P
S
|
145,905 | $21,074,518 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 1.03% | 0.89% |
#14
4
Prev: #18
|
0.9 |
—
|
6,803 | 2.6% |
P
S
|
271,758 | $20,667,196 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.01% | 0.95% |
#15
2
Prev: #17
|
0.9 |
—
|
-14,210 | -8.0% |
P
S
|
163,550 | $20,325,994 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
V
VISA INC
|
Financial Services | 0.96% | 1.04% |
#16
3
Prev: #13
|
0.9 |
—
|
1,886 | 3.0% |
P
S
|
63,731 | $19,262,057 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.90% | 0.88% |
#17
2
Prev: #19
|
0.9 |
—
|
-11,505 | -9.0% |
P
S
|
115,836 | $17,988,172 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.89% | 0.79% |
#18
6
Prev: #24
|
0.9 |
—
|
-12,623 | -6.2% |
P
S
|
191,319 | $17,769,709 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
RHI
ROBERT HALF INC...
|
Industrials | 0.88% | 0.18% |
#19
138
Prev: #157
|
3.4 |
—
|
558,124 | 406.4% |
P
S
|
695,450 | $17,664,430 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
EIX
EDISON INTL
|
Utilities | 0.87% | 0.52% |
#20
20
Prev: #40
|
2.8 |
—
|
57,577 | 31.8% |
P
S
|
238,695 | $17,467,700 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.87% | 1.02% |
#21
7
Prev: #14
|
0.8 |
—
|
-702 | -1.5% |
P
S
|
46,704 | $17,362,212 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
O
REALTY INCOME C...
|
Real Estate | 0.85% | 0.80% |
#22
1
Prev: #23
|
0.8 |
—
|
-13,963 | -4.8% |
P
S
|
279,590 | $17,105,316 | 2012 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.73% | 0.68% |
#23
5
Prev: #28
|
2.3 |
—
|
3,081 | 7.5% |
P
S
|
44,338 | $14,582,325 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
N/A
AMCOR PLC
|
|
Unknown | 0.71% | — |
#24
Prev: #—
|
3.8 |
—
|
359,669 | — |
NEW
|
359,669 | $14,296,843 | — | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.70% | 0.80% |
#25
3
Prev: #22
|
0.8 |
—
|
-232 | -1.5% |
P
S
|
15,242 | $14,019,134 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TGT
TARGET CORP
|
Consumer Defensive | 0.69% | 0.32% |
#26
64
Prev: #90
|
3.3 |
—
|
46,284 | 68.1% |
P
S
|
114,258 | $13,848,070 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BBY
BEST BUY INC
|
Consumer Cyclical | 0.66% | 0.46% |
#27
26
Prev: #53
|
2.8 |
—
|
64,499 | 45.3% |
P
S
|
206,841 | $13,279,192 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SON
SONOCO PRODS CO
|
Consumer Cyclical | 0.65% | 0.42% |
#28
32
Prev: #60
|
2.8 |
—
|
42,165 | 21.1% |
P
S
|
242,092 | $13,094,756 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CMI
CUMMINS INC
|
Industrials | 0.63% | 0.35% |
#29
50
Prev: #79
|
3.3 |
—
|
9,226 | 64.3% |
P
S
|
23,577 | $12,684,898 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.61% | 0.55% |
#30
7
Prev: #37
|
0.7 |
—
|
1,879 | 2.5% |
P
S
|
76,973 | $12,292,588 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BEN
FRANKLIN RESOUR...
|
Financial Services | 0.61% | 0.98% |
#31
16
Prev: #15
|
0.2 |
—
|
-337,204 | -39.4% |
P
S
|
518,837 | $12,254,930 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
KMB
KIMBERLY-CLARK ...
|
Consumer Defensive | 0.61% | 0.40% |
#32
30
Prev: #62
|
3.2 |
—
|
43,325 | 52.3% |
P
S
|
126,231 | $12,177,505 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 0.58% | 0.55% |
#33
5
Prev: #38
|
0.7 |
—
|
-5,963 | -9.1% |
P
S
|
59,508 | $11,552,883 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CLX
CLOROX CO DEL
|
Consumer Defensive | 0.56% | 0.24% |
#34
91
Prev: #125
|
3.2 |
—
|
58,631 | 118.0% |
P
S
|
108,336 | $11,226,860 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MDT
MEDTRONIC PLC
|
Healthcare | 0.55% | 0.60% |
#35
6
Prev: #29
|
0.7 |
—
|
-737 | -0.6% |
P
S
|
128,226 | $11,110,783 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
HRL
HORMEL FOODS CO...
|
Consumer Defensive | 0.55% | 0.37% |
#36
32
Prev: #68
|
3.2 |
—
|
163,234 | 50.2% |
P
S
|
488,632 | $11,067,515 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
FRT
FEDERAL RLTY IN...
|
Bond/Debt | 0.55% | 0.47% |
#37
11
Prev: #48
|
2.2 |
—
|
7,984 | 8.3% |
P
S
|
104,163 | $11,063,152 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.55% | 0.59% |
#38
8
Prev: #30
|
0.7 |
—
|
-859 | -2.2% |
P
S
|
38,129 | $10,937,685 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
USB
US BANCORP
|
Financial Services | 0.53% | 0.56% |
#39
5
Prev: #34
|
0.7 |
—
|
-15,837 | -7.2% |
P
S
|
203,492 | $10,583,619 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TROW
PRICE T ROWE GR...
|
Financial Services | 0.52% | 0.48% |
#40
5
Prev: #45
|
2.2 |
—
|
17,401 | 17.7% |
P
S
|
115,598 | $10,420,004 | 2011 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BLK
BLACKROCK INC
|
Financial Services | 0.52% | 0.57% |
#41
9
Prev: #32
|
0.7 |
—
|
-231 | -2.1% |
P
S
|
10,825 | $10,410,511 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ED
CONSOLIDATED ED...
|
Utilities | 0.52% | 0.52% |
#42
1
Prev: #41
|
0.7 |
—
|
-16,171 | -15.0% |
P
S
|
91,963 | $10,408,372 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ES
EVERSOURCE ENER...
|
Utilities | 0.52% | 0.72% |
#43
17
Prev: #26
|
0.2 |
—
|
-73,579 | -32.9% |
P
S
|
150,143 | $10,401,907 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SR
SPIRE INC
|
Utilities | 0.51% | 0.36% |
#44
31
Prev: #75
|
2.7 |
—
|
22,960 | 25.3% |
P
S
|
113,871 | $10,309,880 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SJM
SMUCKER J M CO
|
Consumer Defensive | 0.50% | 0.43% |
#45
13
Prev: #58
|
2.2 |
—
|
13,725 | 15.1% |
P
S
|
104,773 | $10,104,308 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ECL
ECOLAB INC
|
Basic Materials | 0.50% | 0.46% |
#46
8
Prev: #54
|
0.7 |
—
|
1,437 | 4.0% |
P
S
|
37,511 | $9,978,676 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ADM
ARCHER DANIELS ...
|
Consumer Defensive | 0.49% | 0.51% |
#47
4
Prev: #43
|
0.2 |
—
|
-50,378 | -27.3% |
P
S
|
134,261 | $9,759,432 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.48% | 0.46% |
#48
4
Prev: #52
|
2.7 |
—
|
11,875 | 22.1% |
P
S
|
65,506 | $9,582,218 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CHRW
C H ROBINSON WO...
|
Industrials | 0.48% | 0.71% |
#49
22
Prev: #27
|
0.2 |
—
|
-33,822 | -37.1% |
P
S
|
57,451 | $9,540,888 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.48% | 0.87% |
#50
29
Prev: #21
|
0.2 |
—
|
-72,290 | -61.1% |
P
S
|
46,032 | $9,524,021 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-50 of 584 holdings