2026 Q2 Portfolio Activity
In 2026 Q2, Meiji Yasuda Asset Management Co Ltd. maintained a portfolio of 613 distinct positions. The most significant new addition was BROWN & BROWN INC, now representing 0.15% of the total fund value. They heavily accumulated shares in MICRON TECHNOLOGY INC, increasing the position by 29.7%. Conversely, Meiji Yasuda Asset Management Co Ltd. completely exited their position in AMCOR PLC.
Position History
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Total Positions
613
Quarter
2026 Q2
Top Holding
NVDA (4.0%)
Top 10 Concentration
20.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 613
Meiji Yasuda Asset Management Co Ltd. 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 | 3.98% | 4.27% |
#1
Prev: #1
|
4.1 |
—
|
-48,777 | -9.9% |
P
S
|
442,231 | $88,486,001 | 2015 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AAPL
APPLE INC
|
Technology | 3.41% | 3.52% |
#2
Prev: #2
|
3.4 |
—
|
-15,692 | -5.7% |
P
S
|
261,856 | $75,770,652 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.89% | 2.61% |
#3
1
Prev: #4
|
2.7 |
—
|
-2,419 | -1.3% |
P
S
|
179,708 | $64,222,248 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.56% | 2.83% |
#4
1
Prev: #3
|
2.0 |
—
|
-901 | -0.6% |
P
S
|
152,204 | $56,775,136 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.99% | 1.93% |
#5
Prev: #5
|
1.8 |
—
|
314 | 0.2% |
P
S
|
185,611 | $44,238,526 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.58% | 1.53% |
#6
Prev: #6
|
1.1 |
—
|
-6,038 | -6.1% |
P
S
|
92,816 | $35,061,244 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 1.17% | 1.42% |
#7
2
Prev: #9
|
2.5 |
—
|
45,922 | 8.1% |
P
S
|
613,083 | $25,957,934 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.13% | 1.23% |
#8
3
Prev: #11
|
1.0 |
—
|
-1,133 | -1.1% |
P
S
|
99,291 | $25,216,935 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.11% | 0.28% |
#9
100
Prev: #109
|
2.9 |
—
|
4,879 | 29.7% |
P
S
|
21,329 | $24,619,851 | 2010 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.11% | 1.25% |
#10
Prev: #10
|
0.9 |
—
|
-182 | -0.4% |
P
S
|
43,628 | $24,575,216 | 2012 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.09% | 1.11% |
#11
1
Prev: #12
|
0.9 |
—
|
-1,532 | -2.0% |
P
S
|
74,286 | $24,316,036 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.08% | 1.47% |
#12
5
Prev: #7
|
0.9 |
—
|
2,597 | 1.5% |
P
S
|
176,081 | $24,073,794 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 1.07% | 1.43% |
#13
5
Prev: #8
|
0.4 |
—
|
-37,011 | -28.1% |
P
S
|
94,867 | $23,872,332 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 1.05% | 1.05% |
#14
1
Prev: #13
|
2.4 |
—
|
12,509 | 8.6% |
P
S
|
158,414 | $23,229,829 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.99% | 1.03% |
#15
1
Prev: #14
|
0.9 |
—
|
-16 | -0.0% |
P
S
|
271,742 | $22,084,472 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
V
VISA INC
|
Financial Services | 0.99% | 0.96% |
#16
Prev: #16
|
0.9 |
—
|
391 | 0.6% |
P
S
|
64,122 | $21,999,617 | 2010 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.91% | 0.87% |
#17
4
Prev: #21
|
0.9 |
—
|
1,134 | 2.4% |
P
S
|
47,838 | $20,120,663 | 2015 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.88% | 0.89% |
#18
Prev: #18
|
2.4 |
—
|
30,458 | 15.9% |
P
S
|
221,777 | $19,465,367 | 2010 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
RHI
ROBERT HALF INC...
|
Industrials | 0.87% | 0.88% |
#19
Prev: #19
|
0.8 |
—
|
-65,202 | -9.4% |
P
S
|
630,248 | $19,348,614 | 2012 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
EIX
EDISON INTL
|
Utilities | 0.86% | 0.87% |
#20
Prev: #20
|
2.3 |
—
|
18,356 | 7.7% |
P
S
|
257,051 | $19,137,447 | 2010 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.80% | 0.70% |
#21
4
Prev: #25
|
0.8 |
—
|
-342 | -2.2% |
P
S
|
14,900 | $17,871,507 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
O
REALTY INCOME C...
|
Real Estate | 0.77% | 0.85% |
#22
Prev: #22
|
0.8 |
—
|
-1,944 | -0.7% |
P
S
|
277,646 | $17,202,946 | 2012 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 0.73% | 0.58% |
#23
10
Prev: #33
|
0.8 |
—
|
-5,457 | -9.2% |
P
S
|
54,051 | $16,110,982 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.71% | 1.01% |
#24
9
Prev: #15
|
0.8 |
—
|
-23,733 | -14.5% |
P
S
|
139,817 | $15,835,673 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BBY
BEST BUY INC
|
Consumer Cyclical | 0.70% | 0.66% |
#25
2
Prev: #27
|
0.8 |
—
|
-995 | -0.5% |
P
S
|
205,846 | $15,619,594 | 2010 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
N/A
AMCOR PLC
|
|
Unknown | 0.70% | 0.71% |
#26
2
Prev: #24
|
0.8 |
—
|
-841 | -0.2% |
P
S
|
358,828 | $15,555,194 | — | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
BEN
FRANKLIN RESOUR...
|
Financial Services | 0.70% | 0.61% |
#27
4
Prev: #31
|
0.8 |
—
|
-54,025 | -10.4% |
P
S
|
464,812 | $15,464,295 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.69% | 0.73% |
#28
5
Prev: #23
|
0.8 |
—
|
-577 | -1.3% |
P
S
|
43,761 | $15,433,629 | 2010 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.68% | 0.38% |
#29
44
Prev: #73
|
2.8 |
—
|
30,093 | 30.7% |
P
S
|
128,272 | $15,066,829 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TGT
TARGET CORP
|
Consumer Defensive | 0.64% | 0.69% |
#30
4
Prev: #26
|
0.8 |
—
|
-5,493 | -4.8% |
P
S
|
108,765 | $14,205,797 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
KMB
KIMBERLY-CLARK ...
|
Consumer Defensive | 0.64% | 0.61% |
#31
1
Prev: #32
|
0.8 |
—
|
2,800 | 2.2% |
P
S
|
129,031 | $14,163,733 | 2010 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.64% | 0.90% |
#32
15
Prev: #17
|
0.8 |
—
|
-11,382 | -9.8% |
P
S
|
104,454 | $14,143,072 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.62% | 0.39% |
#33
38
Prev: #71
|
2.2 |
—
|
4,262 | 14.7% |
P
S
|
33,317 | $13,847,545 | 2010 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GWW
WW GRAINGER INC
|
Industrials | 0.61% | 0.42% |
#34
28
Prev: #62
|
2.7 |
—
|
2,196 | 28.2% |
P
S
|
9,984 | $13,582,234 | 2010 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.61% | 0.55% |
#35
3
Prev: #38
|
0.7 |
—
|
269 | 0.7% |
P
S
|
38,398 | $13,567,165 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SON
SONOCO PRODS CO
|
Consumer Cyclical | 0.60% | 0.65% |
#36
8
Prev: #28
|
0.7 |
—
|
-4,212 | -1.7% |
P
S
|
237,880 | $13,404,538 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CMI
CUMMINS INC
|
Industrials | 0.60% | 0.63% |
#37
8
Prev: #29
|
0.2 |
—
|
-5,026 | -21.3% |
P
S
|
18,551 | $13,230,759 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
HRL
HORMEL FOODS CO...
|
Consumer Defensive | 0.59% | 0.55% |
#38
2
Prev: #36
|
2.2 |
—
|
40,143 | 8.2% |
P
S
|
528,775 | $13,124,196 | 2010 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
FRT
FEDERAL RLTY IN...
|
Bond/Debt | 0.57% | 0.55% |
#39
2
Prev: #37
|
0.7 |
—
|
-1,478 | -1.4% |
P
S
|
102,685 | $12,675,436 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TROW
PRICE T ROWE GR...
|
Financial Services | 0.56% | 0.52% |
#40
Prev: #40
|
0.7 |
—
|
-6,917 | -6.0% |
P
S
|
108,681 | $12,355,943 | 2011 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SJM
SMUCKER J M CO
|
Consumer Defensive | 0.55% | 0.50% |
#41
4
Prev: #45
|
0.7 |
—
|
4,088 | 3.9% |
P
S
|
108,861 | $12,246,863 | 2016 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MDT
MEDTRONIC PLC
|
Healthcare | 0.54% | 0.55% |
#42
7
Prev: #35
|
2.7 |
—
|
25,754 | 20.1% |
P
S
|
153,980 | $12,045,855 | 2010 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.53% | 0.61% |
#43
13
Prev: #30
|
0.7 |
—
|
1,095 | 1.4% |
P
S
|
78,068 | $11,827,302 | 2010 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ES
EVERSOURCE ENER...
|
Utilities | 0.52% | 0.52% |
#44
1
Prev: #43
|
2.2 |
—
|
10,421 | 6.9% |
P
S
|
160,564 | $11,603,960 | 2016 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SWK
STANLEY BLACK &...
|
Industrials | 0.52% | 0.45% |
#45
13
Prev: #58
|
0.7 |
—
|
-5,342 | -4.2% |
P
S
|
122,407 | $11,520,947 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CLX
CLOROX CO DEL
|
Consumer Defensive | 0.50% | 0.56% |
#46
12
Prev: #34
|
2.2 |
—
|
7,743 | 7.1% |
P
S
|
116,079 | $11,078,580 | 2010 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ADM
ARCHER DANIELS ...
|
Consumer Defensive | 0.49% | 0.49% |
#47
Prev: #47
|
2.2 |
—
|
9,197 | 6.9% |
P
S
|
143,458 | $10,960,191 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ED
CONSOLIDATED ED...
|
Utilities | 0.49% | 0.52% |
#48
6
Prev: #42
|
2.2 |
—
|
6,268 | 6.8% |
P
S
|
98,231 | $10,867,296 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
C
CITIGROUP INC
|
Financial Services | 0.49% | 0.45% |
#49
8
Prev: #57
|
0.7 |
—
|
-2,896 | -3.6% |
P
S
|
77,306 | $10,819,748 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 0.48% | 0.38% |
#50
24
Prev: #74
|
2.7 |
—
|
13,252 | 28.8% |
P
S
|
59,255 | $10,719,822 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-50 of 613 holdings