Meiji Yasuda America Inc
Meiji Yasuda America Inc reported 57 US-listed holdings worth $764.0 million in its 13F for the quarter ended 30 September 2026, filed 22 October 2026. Its largest: NVIDIA Corp. (9.9%), Apple Inc. (7.4%) and Microsoft Corp. (7.3%). Against the quarter before, it opened 3 positions, added to 52, trimmed 2 and sold out of 3.
Reported holdings$764.0M+27.8% on Q2 2026
Positions57as many as Q2 2026
The largest ten52.1%of its reported holdings
Latest 13FQ3 2026filed 22 October 2026
Added to
The 14 largest of its 57 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +12.9% over the 3 quarters to 30 September 2026, against +11.8% for the S&P 500.
Its reported holdingsThe S&P 500
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Opened 3Added 52Trimmed 2Sold out 3
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Opened 3
- Medline Inc. MDLN$4.7 million
- Edwards Lifesciences Corp. EW$4.1 million
- Valero Energy Corp. VLO$3.9 million
Added to 52
- NVIDIA Corp. NVDA+64,555 shares · +24%
- Apple Inc. AAPL+33,037 shares · +24%
- Microsoft Corp. MSFT+21,237 shares · +24%
- Alphabet Inc. GOOG+26,749 shares · +24%
- Amazon.com Inc. AMZN+26,648 shares · +24%
- Micron Technology Inc. MU+6,053 shares · +24%
- Broadcom Inc. AVGO+15,181 shares · +24%
- Eli Lilly & Co. LLY+4,139 shares · +27%
and 44 more in the table below
Trimmed 2
- Amgen Inc. AMGN-2,570 shares · -19%
- Williams Companies, Inc. WMB-6,340 shares · -8%
Sold out of 3
- Boston Scientific Corp. BSX$2.9 million last quarter
- Insulet Corp. PODD$2.7 million last quarter
- Zoetis Inc. ZTS$1.1 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| NVIDIA Corp. NVDA | 331.5K | $75.7 million | 9.91% | +64.6K |
| Apple Inc. AAPL | 169.7K | $56.5 million | 7.40% | +33.0K |
| Microsoft Corp. MSFT | 109.1K | $55.9 million | 7.32% | +21.2K |
| Alphabet Inc. GOOG | 137.7K | $46.9 million | 6.14% | +26.7K |
| Amazon.com Inc. AMZN | 137.3K | $34.2 million | 4.48% | +26.6K |
| Micron Technology Inc. MU | 31.1K | $33.1 million | 4.33% | +6.1K |
| Broadcom Inc. AVGO | 78.0K | $27.4 million | 3.58% | +15.2K |
| Meta Platforms, Inc. META | 33.1K | $24.0 million | 3.14% | +6.4K |
| Eli Lilly & Co. LLY | 19.4K | $22.5 million | 2.94% | +4.1K |
| JPMorgan Chase & Co. JPM | 66.3K | $21.9 million | 2.87% | +13.3K |
| Palo Alto Networks Inc. PANW | 54.4K | $21.6 million | 2.83% | +10.6K |
| Advanced Micro Devices Inc. AMD | 25.9K | $15.9 million | 2.07% | +5.0K |
| ConocoPhillips COP | 124.0K | $15.5 million | 2.03% | +14.2K |
| General Electric Co. GE | 47.7K | $14.9 million | 1.95% | +8.8K |
| Goldman Sachs Group Inc. GS | 15.7K | $14.2 million | 1.85% | +3.2K |
| Visa Inc. V | 37.3K | $13.4 million | 1.75% | +7.5K |
| Caterpillar Inc. CAT | 16.4K | $13.3 million | 1.74% | +3.0K |
| Philip Morris International Inc. PM | 63.2K | $12.1 million | 1.58% | +13.4K |
| Coca-Cola Co. KO | 129.9K | $11.2 million | 1.46% | +27.6K |
| American Express Co. AXP | 35.8K | $10.9 million | 1.42% | +7.2K |
| Welltower Inc. WELL | 45.9K | $10.6 million | 1.38% | +7.3K |
| Walmart Inc. WMT | 92.7K | $9.6 million | 1.26% | +19.7K |
| Applied Materials Inc. AMAT | 17.5K | $9.0 million | 1.17% | +3.4K |
| Royal Caribbean Cruises Ltd. RCL | 32.3K | $8.6 million | 1.12% | +6.3K |
| ServiceNow, Inc. NOW | 60.8K | $8.2 million | 1.07% | +11.8K |
| Chubb Ltd. CB | 24.7K | $8.0 million | 1.05% | +5.0K |
| Gilead Sciences, Inc. GILD | 53.4K | $8.0 million | 1.04% | +11.4K |
| Corteva, Inc. CTVA | 99.4K | $7.7 million | 1.01% | +19.3K |
| RTX Corp. RTX | 39.8K | $7.4 million | 0.97% | +7.4K |
| Waste Management Inc. WM | 36.0K | $7.4 million | 0.96% | +6.7K |
| Uber Technologies, Inc. UBER | 104.0K | $7.1 million | 0.93% | +19.3K |
| NextEra Energy Inc. NEE | 90.9K | $6.9 million | 0.90% | +14.4K |
| TJX Companies Inc. TJX | 48.0K | $6.4 million | 0.83% | +9.3K |
| Intercontinental Exchange, Inc. ICE | 41.7K | $6.3 million | 0.83% | +8.4K |
| UnitedHealth Group Inc. UNH | 17.1K | $6.3 million | 0.82% | +8.8K |
| Tesla, Inc. TSLA | 17.4K | $6.2 million | 0.81% | +3.4K |
| Progressive Corp. PGR | 29.7K | $6.2 million | 0.81% | +6.0K |
| S&P Global Inc. SPGI | 14.9K | $5.9 million | 0.77% | +3.0K |
| Sherwin Williams Co. SHW | 17.6K | $5.7 million | 0.75% | +3.4K |
| O'Reilly Automotive, Inc. ORLY | 66.1K | $5.6 million | 0.74% | +12.8K |
| Deere & Co. DE | 8.2K | $5.5 million | 0.72% | +1.5K |
| American Electric Power Co. Inc. AEP | 46.4K | $5.5 million | 0.72% | +7.3K |
| Thermo Fisher Scientific Inc. TMO | 8.1K | $5.5 million | 0.71% | +1.7K |
| Home Depot, Inc. HD | 19.1K | $5.4 million | 0.71% | +3.7K |
| Williams Companies, Inc. WMB | 75.9K | $5.2 million | 0.68% | -6.3K |
| Stryker Corp. SYK | 17.7K | $4.9 million | 0.64% | +3.8K |
| GE Vernova Inc. GEV | 5.0K | $4.7 million | 0.62% | +916 |
| Medline Inc. MDLN | 135.3K | $4.7 million | 0.61% | new |
| Lumentum Holdings Inc. LITE | 4.7K | $4.6 million | 0.60% | +919 |
| Amgen Inc. AMGN | 10.8K | $4.5 million | 0.59% | -2.6K |
| Edwards Lifesciences Corp. EW | 47.9K | $4.1 million | 0.54% | new |
| Walt Disney Co. DIS | 38.5K | $4.0 million | 0.53% | +7.5K |
| Valero Energy Corp. VLO | 10.1K | $3.9 million | 0.51% | new |
| Vertex Pharmaceuticals Inc. VRTX | 7.3K | $3.8 million | 0.50% | +1.6K |
| Intuit Inc. INTU | 12.0K | $3.3 million | 0.43% | +2.3K |
| Digital Realty Trust, Inc. DLR | 18.3K | $3.2 million | 0.42% | +2.9K |
| Netflix Inc. NFLX | 45.2K | $3.1 million | 0.41% | +8.8K |
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.