2026 Q1 Portfolio Activity
In 2026 Q1, Norinchukin Bank, The maintained a portfolio of 570 distinct positions. The most significant new addition was VERTIV HOLDINGS CO, now representing 0.04% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 62.9%.
Position History
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Total Positions
570
Quarter
2026 Q1
Top Holding
SPY (9.4%)
Top 10 Concentration
41.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 570
Norinchukin Bank, The 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPY
STATE STR SPDR ...
|
ETF | 9.36% | 9.80% |
#1
Prev: #1
|
6.7 |
—
|
no change | no change |
P
S
|
1,233,000 | $801,869,220 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 5.11% | 3.29% |
#2
7
Prev: #9
|
6.5 |
—
|
283,000 | 62.9% |
P
S
|
733,080 | $438,051,954 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ITOT
ISHARES TR
|
ETF | 3.73% | 3.89% |
#3
1
Prev: #2
|
3.5 |
—
|
no change | no change |
P
S
|
2,246,560 | $319,977,541 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.71% | 3.88% |
#4
1
Prev: #3
|
2.5 |
—
|
35,843 | 2.0% |
P
S
|
1,821,137 | $317,606,293 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IVV
ISHARES TR
|
ETF | 3.64% | 3.58% |
#5
Prev: #5
|
4.0 |
—
|
28,200 | 6.3% |
P
S
|
477,180 | $311,698,748 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 3.49% | 3.71% |
#6
2
Prev: #4
|
2.4 |
—
|
no change | no change |
P
S
|
518,000 | $298,979,240 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BBUS
J P MORGAN EXCH...
|
ETF | 3.36% | 3.53% |
#7
1
Prev: #6
|
2.3 |
—
|
no change | no change |
P
S
|
2,459,000 | $288,145,620 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AAPL
APPLE INC
|
Technology | 3.22% | 3.40% |
#8
1
Prev: #7
|
1.8 |
—
|
13,640 | 1.3% |
P
S
|
1,086,823 | $275,824,809 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 3.18% | 3.09% |
#9
3
Prev: #12
|
3.3 |
—
|
60,000 | 7.6% |
P
S
|
850,500 | $272,848,905 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 3.14% | 3.28% |
#10
Prev: #10
|
2.3 |
—
|
no change | no change |
P
S
|
3,511,270 | $268,752,606 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 3.05% | 3.19% |
#11
Prev: #11
|
2.2 |
—
|
no change | no change |
P
S
|
10,180,000 | $261,015,200 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.67% | 3.34% |
#12
4
Prev: #8
|
1.6 |
—
|
25,244 | 4.3% |
P
S
|
617,893 | $228,725,453 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 2.28% | 1.14% |
#13
7
Prev: #20
|
3.9 |
—
|
436,000 | 112.7% |
P
S
|
823,000 | $195,561,260 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.18% | 2.32% |
#14
1
Prev: #13
|
1.4 |
—
|
33,082 | 3.8% |
P
S
|
896,961 | $186,810,067 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOVT
ISHARES TR
|
ETF | 1.65% | 1.68% |
#15
1
Prev: #14
|
1.2 |
—
|
-105,132 | -1.7% |
P
S
|
6,158,350 | $141,087,799 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.41% | 1.51% |
#16
1
Prev: #15
|
1.1 |
—
|
7,650 | 1.9% |
P
S
|
420,592 | $120,945,436 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.25% | 1.36% |
#17
1
Prev: #16
|
1.0 |
—
|
8,497 | 2.5% |
P
S
|
346,329 | $107,192,289 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.17% | 1.24% |
#18
Prev: #18
|
1.0 |
—
|
8,786 | 2.6% |
P
S
|
348,126 | $99,863,424 | 2010 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.11% | 1.24% |
#19
2
Prev: #17
|
0.9 |
—
|
4,390 | 2.7% |
P
S
|
165,928 | $94,932,387 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 1.05% | 1.10% |
#20
1
Prev: #21
|
1.4 |
—
|
no change | no change |
P
S
|
300,000 | $89,655,000 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.02% | 1.17% |
#21
2
Prev: #19
|
2.4 |
—
|
13,292 | 6.0% |
P
S
|
235,756 | $87,642,293 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.98% | 0.86% |
#22
1
Prev: #23
|
0.9 |
—
|
-1,910 | -2.2% |
P
S
|
84,074 | $83,773,856 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
V
VISA INC
|
Financial Services | 0.92% | 1.02% |
#23
1
Prev: #22
|
0.9 |
—
|
9,799 | 3.9% |
P
S
|
259,521 | $78,437,628 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.65% | 0.35% |
#24
20
Prev: #44
|
3.3 |
—
|
179,037 | 67.2% |
P
S
|
445,287 | $55,340,268 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 0.59% | 0.65% |
#25
1
Prev: #26
|
0.7 |
—
|
-60,431 | -18.8% |
P
S
|
261,257 | $50,720,433 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.59% | 0.66% |
#26
1
Prev: #25
|
0.7 |
—
|
-2,514 | -1.4% |
P
S
|
172,155 | $50,641,115 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ZTS
ZOETIS INC
|
Healthcare | 0.55% | 0.59% |
#27
Prev: #27
|
0.7 |
—
|
-2,855 | -0.7% |
P
S
|
400,698 | $47,366,510 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.55% | 0.57% |
#28
1
Prev: #29
|
0.7 |
—
|
406 | 0.4% |
P
S
|
97,613 | $46,776,150 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 0.54% | 0.67% |
#29
5
Prev: #24
|
0.7 |
—
|
-1,273 | -1.1% |
P
S
|
109,488 | $46,569,626 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LIN
LINDE PLC
|
Basic Materials | 0.54% | 0.53% |
#30
Prev: #30
|
0.7 |
—
|
-13,328 | -12.5% |
P
S
|
93,673 | $46,439,326 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.51% | 0.59% |
#31
3
Prev: #28
|
0.7 |
—
|
-62 | -0.1% |
P
S
|
47,144 | $43,361,637 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.47% | 0.47% |
#32
Prev: #32
|
0.7 |
—
|
-8,932 | -3.4% |
P
S
|
253,549 | $40,491,776 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.46% | 0.44% |
#33
Prev: #33
|
0.7 |
—
|
12,734 | 3.2% |
P
S
|
412,431 | $39,655,241 | 2011 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.44% | 0.38% |
#34
5
Prev: #39
|
0.7 |
—
|
-1,108 | -0.7% |
P
S
|
155,030 | $37,895,533 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DE
DEERE & CO
|
Industrials | 0.42% | 0.41% |
#35
1
Prev: #36
|
0.7 |
—
|
-11,984 | -15.8% |
P
S
|
63,873 | $35,979,660 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.41% | 0.29% |
#36
19
Prev: #55
|
0.7 |
—
|
1,930 | 0.9% |
P
S
|
206,441 | $35,024,780 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.40% | 0.47% |
#37
6
Prev: #31
|
0.7 |
—
|
8,133 | 3.6% |
P
S
|
235,005 | $34,376,531 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.40% | 0.32% |
#38
13
Prev: #51
|
0.7 |
—
|
4,212 | 4.3% |
P
S
|
101,669 | $34,347,855 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SHW
SHERWIN WILLIAM...
|
Basic Materials | 0.39% | 0.41% |
#39
5
Prev: #34
|
0.7 |
—
|
-4,919 | -4.5% |
P
S
|
104,818 | $33,599,411 | 2011 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JKHY
HENRY JACK & AS...
|
Technology | 0.37% | 0.39% |
#40
3
Prev: #37
|
2.1 |
—
|
18,123 | 9.8% |
P
S
|
202,426 | $31,991,405 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EW
EDWARDS LIFESCI...
|
Healthcare | 0.37% | 0.38% |
#41
3
Prev: #38
|
0.6 |
—
|
13,065 | 3.4% |
P
S
|
395,023 | $31,633,442 | 2011 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.37% | 0.37% |
#42
2
Prev: #40
|
0.6 |
—
|
6,108 | 4.1% |
P
S
|
154,816 | $31,494,219 | 2011 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VRSK
VERISK ANALYTIC...
|
Industrials | 0.36% | 0.41% |
#43
8
Prev: #35
|
0.6 |
—
|
5,011 | 3.2% |
P
S
|
163,480 | $31,020,330 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FAST
FASTENAL CO
|
Industrials | 0.36% | 0.32% |
#44
8
Prev: #52
|
0.6 |
—
|
-21,485 | -3.2% |
P
S
|
660,445 | $30,644,648 | 2011 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.35% | 0.34% |
#45
3
Prev: #48
|
0.6 |
—
|
13,373 | 3.5% |
P
S
|
390,623 | $30,308,439 | 2010 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SCI
SERVICE CORP IN...
|
Consumer Cyclical | 0.34% | 0.34% |
#46
3
Prev: #49
|
0.6 |
—
|
-16,000 | -4.3% |
P
S
|
355,014 | $29,292,205 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CHD
CHURCH & DWIGHT...
|
Consumer Defensive | 0.34% | 0.35% |
#47
5
Prev: #42
|
0.6 |
—
|
-51,578 | -14.2% |
P
S
|
310,992 | $29,021,773 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
APH
AMPHENOL CORP
|
Technology | 0.34% | 0.35% |
#48
5
Prev: #43
|
0.6 |
—
|
9,524 | 4.3% |
P
S
|
229,073 | $28,943,374 | 2011 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RMD
RESMED INC
|
Healthcare | 0.34% | 0.34% |
#49
2
Prev: #47
|
0.6 |
—
|
5,650 | 4.6% |
P
S
|
127,946 | $28,721,318 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSCO
TRACTOR SUPPLY ...
|
Consumer Cyclical | 0.32% | 0.33% |
#50
Prev: #50
|
2.1 |
—
|
32,783 | 5.7% |
P
S
|
606,234 | $27,462,400 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 570 holdings