Meiji Yasuda America Inc
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Meiji Yasuda America Inc reported 56 stock positions worth $435.6 million. Its top holding was Nvidia (NVDA) at 9.0% of the portfolio, followed by Microsoft (MSFT, 7.7%) and Apple (AAPL, 6.7%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0002072353
- Portfolio Value
- $435.6M (Q4 2025)
- SEC Filing
- 0001172661-26-000645 ↗ filed Feb 12, 2026
Holdings Value
Holdings 56 stocks · $435.6M
| NVDA Nvidia Corp. | 8.99% | 210,060 | $39.2M | — |
| MSFT Microsoft Corp. | 7.67% | 69,112 | $33.4M | — |
| AAPL Apple Inc. | 6.71% | 107,506 | $29.2M | — |
| GOOG Alphabet Inc. Class C | 6.34% | 88,008 | $27.6M | — |
| AMZN Amazon.com Inc. | 4.88% | 92,168 | $21.3M | — |
| AVGO Broadcom Inc. | 3.93% | 49,409 | $17.1M | — |
| META Meta Platforms Inc. Class A | 3.87% | 25,534 | $16.9M | — |
| JPM JPMorgan Chase & Co. | 3.40% | 45,937 | $14.8M | — |
| LLY Eli Lilly & Co. | 2.66% | 10,768 | $11.6M | — |
| GS Goldman Sachs Group Inc. | 2.24% | 11,118 | $9.8M | — |
| GE General Electric filed as GE AEROSPACE | 2.20% | 31,132 | $9.6M | — |
| AXP American Express Co. | 2.01% | 23,690 | $8.8M | — |
| V Visa Inc. Class A | 1.99% | 24,687 | $8.7M | — |
| WMT Walmart Inc. | 1.97% | 77,124 | $8.6M | — |
| COP Conocophillips | 1.76% | 81,998 | $7.7M | — |
| CAT Caterpillar Inc. | 1.64% | 12,447 | $7.1M | — |
| PM Philip Morris International | 1.60% | 43,426 | $7.0M | — |
| PANW Palo Alto Networks Inc. | 1.46% | 34,461 | $6.3M | — |
| KO The Coca-Cola Co. | 1.43% | 89,218 | $6.2M | — |
| MU Micron Technology Inc. | 1.41% | 21,486 | $6.1M | — |
| NOW ServiceNow Inc. | 1.36% | 38,550 | $5.9M | — |
| NEE Nextera Energy Inc. | 1.29% | 70,178 | $5.6M | — |
| WELL Welltower Inc. | 1.28% | 29,993 | $5.6M | — |
| UBER Uber Technologies Inc. | 1.27% | 67,830 | $5.5M | — |
| TSLA Tesla Inc. | 1.21% | 11,680 | $5.3M | — |
| WM Waste Management Inc. | 1.19% | 23,512 | $5.2M | — |
| SPGI S&P Global Inc. | 1.18% | 9,861 | $5.2M | — |
| CB Chubb Ltd. | 1.17% | 16,343 | $5.1M | — |
| INTU Intuit Inc. | 1.16% | 7,609 | $5.0M | — |
| RCL Royal Caribbean Cruises Ltd. | 1.10% | 17,169 | $4.8M | — |
| BSX Boston Scientific Corp. | 1.08% | 49,376 | $4.7M | — |
| PGR Progressive Corp. | 1.03% | 19,701 | $4.5M | — |
| HD Home Depot Inc. | 1.02% | 12,853 | $4.4M | — |
| GEV GE Vernova Inc. | 0.98% | 6,541 | $4.3M | — |
| AEP American Electric Power | 0.97% | 36,698 | $4.2M | — |
| DAL Delta Air Lines Inc. | 0.93% | 58,657 | $4.1M | — |
| ORLY O'reilly Automotive Inc. | 0.93% | 44,403 | $4.0M | — |
| WMB Williams Cos Inc. | 0.91% | 65,937 | $4.0M | — |
| CTVA Corteva Inc. | 0.88% | 56,998 | $3.8M | — |
| PODD Insulet Corp. | 0.84% | 12,816 | $3.6M | — |
| SYK Stryker Corp. | 0.82% | 10,215 | $3.6M | — |
| AMD Advanced Micro Devices | 0.81% | 16,420 | $3.5M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.77% | 21,963 | $3.4M | — |
| ICE Intercontinental Exchange Inc. | 0.76% | 20,379 | $3.3M | — |
| SHW The Sherwin-Williams Co. | 0.75% | 10,110 | $3.3M | — |
| AMGN Amgen Inc. | 0.74% | 9,812 | $3.2M | — |
| GILD Gilead Sciences Inc. | 0.70% | 24,934 | $3.1M | — |
| AMAT Applied Materials Inc. | 0.66% | 11,115 | $2.9M | — |
| DLR Digital Realty Trust Inc. | 0.65% | 18,390 | $2.8M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.64% | 24,606 | $2.8M | — |
| TMO Thermo Fisher Scientific Inc. | 0.62% | 4,675 | $2.7M | — |
| WING Wingstop Inc. | 0.56% | 10,148 | $2.4M | — |
| UNH Unitedhealth Group Inc. | 0.46% | 6,103 | $2.0M | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.44% | 4,216 | $1.9M | — |
| NFLX Netflix Inc. | 0.34% | 15,840 | $1.5M | — |
| ZTS Zoetis Inc. | 0.33% | 11,514 | $1.4M | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.