2026 Q2 Portfolio Activity
In 2026 Q2, Meiji Yasuda Life Insurance Co maintained a portfolio of 253 distinct positions. The most significant new addition was INTEL CORP, now representing 0.11% of the total fund value. They heavily accumulated shares in SELECT SECTOR SPDR TR, increasing the position by 11.4%. The fund also reduced its exposure to SELECT SECTOR SPDR TR by 40.3%.
Position History
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Total Positions
253
Quarter
2026 Q2
Top Holding
LQD (69.2%)
Top 10 Concentration
84.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 253
Meiji Yasuda Life Insurance Co 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
LQD
ISHARES TR
|
ETF | 69.19% | 71.23% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
19,120,368 | $2,085,458,538 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VCLT
VANGUARD SCOTTS...
|
ETF | 7.07% | 7.23% |
#2
Prev: #2
|
5.3 |
—
|
no change | no change |
P
S
|
2,833,000 | $213,183,250 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
XLK
SELECT SECTOR S...
|
ETF | 1.82% | 1.18% |
#3
1
Prev: #4
|
3.7 |
—
|
29,511 | 11.4% |
P
S
|
288,666 | $54,996,646 | 2016 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.39% | 1.38% |
#4
1
Prev: #3
|
1.6 |
—
|
-21,906 | -9.5% |
P
S
|
209,312 | $41,881,238 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AAPL
APPLE INC
|
Technology | 1.17% | 1.14% |
#5
Prev: #5
|
1.5 |
—
|
-9,064 | -6.9% |
P
S
|
122,367 | $35,408,115 | 2010 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GOOGL
ALPHABET INC CA...
|
Communication Services | 1.06% | 0.90% |
#6
1
Prev: #7
|
0.9 |
—
|
-2,443 | -2.7% |
P
S
|
89,580 | $32,013,205 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IBDU
ISHARES TR
|
Bond/Debt | 1.01% | 0.94% |
#7
1
Prev: #6
|
2.4 |
—
|
136,000 | 11.5% |
P
S
|
1,315,000 | $30,455,400 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.78% | 0.83% |
#8
Prev: #8
|
0.8 |
—
|
-2,567 | -3.9% |
P
S
|
62,967 | $23,487,950 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IBDS
ISHARES TR
|
Bond/Debt | 0.70% | 0.63% |
#9
1
Prev: #10
|
2.3 |
—
|
111,000 | 14.7% |
P
S
|
866,000 | $20,974,520 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.66% | 0.62% |
#10
1
Prev: #11
|
0.8 |
—
|
-3,455 | -4.0% |
P
S
|
83,300 | $19,853,722 | 2010 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.53% | 0.46% |
#11
2
Prev: #13
|
0.7 |
—
|
-1,294 | -3.0% |
P
S
|
41,975 | $15,856,056 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
XLF
SELECT SECTOR S...
|
ETF | 0.51% | 0.48% |
#12
Prev: #12
|
0.7 |
—
|
3,719 | 1.3% |
P
S
|
287,368 | $15,405,798 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
XLI
SELECT SECTOR S...
|
ETF | 0.46% | 0.70% |
#13
4
Prev: #9
|
0.2 |
—
|
-51,042 | -40.3% |
P
S
|
75,641 | $14,010,982 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.46% | 0.15% |
#14
10
Prev: #24
|
0.7 |
—
|
-1,004 | -7.7% |
P
S
|
12,092 | $13,957,675 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.37% | 0.41% |
#15
1
Prev: #14
|
0.6 |
—
|
-849 | -4.1% |
P
S
|
20,007 | $11,269,743 | 2012 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.32% | 0.31% |
#16
1
Prev: #15
|
0.6 |
—
|
-881 | -2.9% |
P
S
|
29,517 | $9,661,800 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.30% | 0.28% |
#17
1
Prev: #16
|
0.6 |
—
|
-311 | -1.4% |
P
S
|
21,433 | $9,014,720 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.29% | 0.23% |
#18
Prev: #18
|
0.6 |
—
|
-72 | -1.0% |
P
S
|
7,224 | $8,664,682 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
V
VISA INC
|
Financial Services | 0.23% | 0.22% |
#19
1
Prev: #20
|
0.6 |
—
|
-833 | -4.0% |
P
S
|
20,067 | $6,884,787 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.23% | 0.10% |
#20
20
Prev: #40
|
2.1 |
—
|
1,682 | 11.9% |
P
S
|
15,832 | $6,860,481 | 2010 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.22% | 0.08% |
#21
33
Prev: #54
|
0.6 |
—
|
-845 | -7.0% |
P
S
|
11,290 | $6,558,474 | 2010 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.20% | 0.22% |
#22
3
Prev: #19
|
0.6 |
—
|
-2,316 | -8.9% |
P
S
|
23,591 | $5,991,406 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.20% | 0.24% |
#23
6
Prev: #17
|
0.6 |
—
|
-4,506 | -7.9% |
P
S
|
52,431 | $5,938,335 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CLOA
BLACKROCK ETF T...
|
ETF | 0.17% | 0.17% |
#24
3
Prev: #21
|
1.1 |
—
|
no change | no change |
P
S
|
98,000 | $5,087,180 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.16% | 0.16% |
#25
3
Prev: #22
|
0.6 |
—
|
-3,258 | -14.7% |
P
S
|
18,918 | $4,760,526 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
C
CITIGROUP INC
|
Financial Services | 0.15% | 0.14% |
#26
1
Prev: #27
|
0.6 |
—
|
-3,427 | -9.3% |
P
S
|
33,364 | $4,669,625 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.14% | 0.15% |
#27
1
Prev: #26
|
0.6 |
—
|
-601 | -6.7% |
P
S
|
8,317 | $4,161,744 | 2010 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.14% | 0.13% |
#28
3
Prev: #31
|
0.6 |
—
|
-49 | -0.4% |
P
S
|
11,740 | $4,140,463 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 0.13% | 0.09% |
#29
14
Prev: #43
|
2.1 |
—
|
782 | 7.1% |
P
S
|
11,867 | $3,973,309 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.13% | 0.05% |
#30
77
Prev: #107
|
3.1 |
—
|
3,884 | 68.8% |
P
S
|
9,529 | $3,960,538 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 0.13% | 0.12% |
#31
4
Prev: #35
|
0.6 |
—
|
136 | 0.6% |
P
S
|
21,882 | $3,958,673 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 0.13% | 0.13% |
#32
1
Prev: #33
|
0.6 |
—
|
311 | 0.7% |
P
S
|
47,434 | $3,919,946 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.13% | 0.14% |
#33
5
Prev: #28
|
0.6 |
—
|
1 | 0.0% |
P
S
|
4,181 | $3,911,200 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.13% | 0.15% |
#34
9
Prev: #25
|
0.6 |
—
|
-1,814 | -6.6% |
P
S
|
25,811 | $3,910,367 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CMI
CUMMINS INC
|
Industrials | 0.13% | 0.11% |
#35
3
Prev: #38
|
0.6 |
—
|
-405 | -7.0% |
P
S
|
5,359 | $3,822,092 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.12% | 0.12% |
#36
Prev: #36
|
0.5 |
—
|
-824 | -1.8% |
P
S
|
46,030 | $3,740,858 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 0.12% | 0.05% |
#37
72
Prev: #109
|
0.5 |
—
|
-2,440 | -16.3% |
P
S
|
12,554 | $3,739,711 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.12% | 0.13% |
#38
4
Prev: #34
|
0.5 |
—
|
-524 | -2.0% |
P
S
|
25,193 | $3,694,302 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.12% | 0.08% |
#39
25
Prev: #64
|
2.0 |
—
|
217 | 6.9% |
P
S
|
3,376 | $3,595,102 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
WELL
WELLTOWER INC
|
Real Estate | 0.12% | 0.10% |
#40
2
Prev: #42
|
2.0 |
—
|
1,244 | 8.6% |
P
S
|
15,694 | $3,562,067 | 2015 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PWR
QUANTA SVCS INC
|
Industrials | 0.12% | 0.09% |
#41
4
Prev: #45
|
0.5 |
—
|
-165 | -3.3% |
P
S
|
4,865 | $3,502,995 | 2012 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
INTC
INTEL CORP
|
Technology | 0.11% | — |
#42
Prev: #—
|
3.5 |
—
|
23,960 | — |
NEW
|
23,960 | $3,345,535 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.11% | 0.06% |
#43
43
Prev: #86
|
0.5 |
—
|
-1,529 | -13.6% |
P
S
|
9,749 | $3,324,604 | 2014 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
LIN
LINDE PLC
|
Basic Materials | 0.11% | 0.13% |
#44
12
Prev: #32
|
0.5 |
—
|
-1,398 | -18.0% |
P
S
|
6,369 | $3,305,129 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.11% | 0.09% |
#45
2
Prev: #47
|
0.5 |
—
|
-337 | -10.7% |
P
S
|
2,801 | $3,290,783 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.11% | 0.15% |
#46
23
Prev: #23
|
0.5 |
—
|
-2,501 | -9.4% |
P
S
|
24,009 | $3,282,510 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GOOG
ALPHABET INC CA...
|
Communication Services | 0.11% | 0.10% |
#47
8
Prev: #39
|
0.5 |
—
|
-1,532 | -14.5% |
P
S
|
9,012 | $3,184,210 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GWW
WW GRAINGER INC
|
Industrials | 0.10% | 0.08% |
#48
10
Prev: #58
|
2.0 |
—
|
146 | 6.8% |
P
S
|
2,303 | $3,133,001 | 2010 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NET
CLOUDFLARE INC
|
Technology | 0.10% | 0.07% |
#49
26
Prev: #75
|
2.5 |
—
|
2,615 | 26.1% |
P
S
|
12,645 | $3,101,566 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ARM
ARM HOLDINGS PL...
|
Technology | 0.10% | 0.04% |
#50
79
Prev: #129
|
2.0 |
—
|
990 | 12.9% |
P
S
|
8,669 | $3,073,767 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-50 of 253 holdings