Meiji Yasuda America Inc
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Meiji Yasuda America Inc reported 57 stock positions worth $404.4 million. Its top holding was Nvidia (NVDA) at 8.9% of the portfolio, followed by Apple (AAPL, 6.7%) and Microsoft (MSFT, 6.2%). Compared with Q4 2025, it opened 2 new positions, sold out of 1, added to 7 and reduced 48. The biggest buy was a new position in RTX (RTX) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0002072353
- Portfolio Value
- $404.4M (Q1 2026)
- SEC Filing
- 0001172661-26-001674 ↗ filed May 12, 2026
Holdings Value
Holdings 57 stocks · $404.4M
| NVDA Nvidia Corp. | 8.94% | 207,211 | $36.1M | Reduce -1.4% |
| AAPL Apple Inc. | 6.65% | 106,048 | $26.9M | Reduce -1.4% |
| MSFT Microsoft Corp. | 6.24% | 68,175 | $25.2M | Reduce -1.4% |
| GOOG Alphabet Inc. Class C | 6.16% | 86,814 | $24.9M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 4.68% | 90,918 | $18.9M | Reduce -1.4% |
| AVGO Broadcom Inc. | 3.73% | 48,739 | $15.1M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 3.30% | 45,314 | $13.3M | Reduce -1.4% |
| META Meta Platforms Inc. Class A | 2.95% | 20,886 | $11.9M | Reduce -18.2% |
| COP Conocophillips | 2.84% | 86,896 | $11.5M | Add +6.0% |
| LLY Eli Lilly & Co. | 2.52% | 11,072 | $10.2M | Add +2.8% |
| GS Goldman Sachs Group Inc. | 2.29% | 10,968 | $9.3M | Reduce -1.4% |
| GE General Electric filed as GE AEROSPACE | 2.15% | 30,710 | $8.7M | Reduce -1.4% |
| WMT Walmart Inc. | 1.93% | 62,815 | $7.8M | Reduce -18.6% |
| CAT Caterpillar Inc. | 1.85% | 10,545 | $7.5M | Reduce -15.3% |
| V Visa Inc. Class A | 1.82% | 24,353 | $7.4M | Reduce -1.4% |
| MU Micron Technology Inc. | 1.77% | 21,195 | $7.2M | Reduce -1.4% |
| PM Philip Morris International | 1.75% | 42,837 | $7.1M | Reduce -1.4% |
| AXP American Express Co. | 1.75% | 23,369 | $7.1M | Reduce -1.4% |
| KO The Coca-Cola Co. | 1.65% | 88,008 | $6.7M | Reduce -1.4% |
| WELL Welltower Inc. | 1.65% | 33,755 | $6.7M | Add +12.5% |
| NEE Nextera Energy Inc. | 1.49% | 64,898 | $6.0M | Reduce -7.5% |
| RCL Royal Caribbean Cruises Ltd. | 1.46% | 21,399 | $5.9M | Add +24.6% |
| PANW Palo Alto Networks Inc. | 1.35% | 33,994 | $5.4M | Reduce -1.4% |
| WM Waste Management Inc. | 1.32% | 23,194 | $5.3M | Reduce -1.4% |
| CB Chubb Ltd. | 1.30% | 16,122 | $5.3M | Reduce -1.4% |
| RTX RTX Corp. | 1.22% | 25,606 | $4.9M | New |
| UBER Uber Technologies Inc. | 1.19% | 66,910 | $4.8M | Reduce -1.4% |
| WMB Williams Cos Inc. | 1.17% | 65,043 | $4.7M | Reduce -1.4% |
| CTVA Corteva Inc. | 1.16% | 56,225 | $4.7M | Reduce -1.4% |
| AEP American Electric Power | 1.07% | 33,148 | $4.3M | Reduce -9.7% |
| TSLA Tesla Inc. | 1.06% | 11,522 | $4.3M | Reduce -1.4% |
| GILD Gilead Sciences Inc. | 1.05% | 30,454 | $4.2M | Add +22.1% |
| HD Home Depot Inc. | 1.03% | 12,679 | $4.2M | Reduce -1.4% |
| SPGI S&P Global Inc. | 1.02% | 9,728 | $4.1M | Reduce -1.4% |
| ORLY O'reilly Automotive Inc. | 1.00% | 43,801 | $4.0M | Reduce -1.4% |
| NOW ServiceNow Inc. | 0.98% | 38,027 | $4.0M | Reduce -1.4% |
| PGR Progressive Corp. | 0.95% | 19,434 | $3.9M | Reduce -1.4% |
| AMAT Applied Materials Inc. | 0.93% | 10,965 | $3.7M | Reduce -1.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.86% | 21,666 | $3.5M | Reduce -1.4% |
| AMGN Amgen Inc. | 0.84% | 9,679 | $3.4M | Reduce -1.4% |
| SYK Stryker Corp. | 0.82% | 10,077 | $3.3M | Reduce -1.4% |
| AMD Advanced Micro Devices | 0.81% | 16,198 | $3.3M | Reduce -1.4% |
| INTU Intuit Inc. | 0.80% | 7,506 | $3.2M | Reduce -1.4% |
| SHW The Sherwin-Williams Co. | 0.79% | 9,973 | $3.2M | Reduce -1.4% |
| ICE Intercontinental Exchange Inc. | 0.78% | 20,103 | $3.2M | Reduce -1.4% |
| BSX Boston Scientific Corp. | 0.76% | 48,707 | $3.1M | Reduce -1.4% |
| DE Deere & Co. | 0.74% | 5,304 | $3.0M | New |
| GEV GE Vernova Inc. | 0.69% | 3,189 | $2.8M | Reduce -51.3% |
| NFLX Netflix Inc. | 0.68% | 28,512 | $2.7M | Add +80.0% |
| PODD Insulet Corp. | 0.66% | 12,643 | $2.7M | Reduce -1.4% |
| DLR Digital Realty Trust Inc. | 0.60% | 13,485 | $2.4M | Reduce -26.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.58% | 24,273 | $2.3M | Reduce -1.4% |
| TMO Thermo Fisher Scientific Inc. | 0.56% | 4,612 | $2.3M | Reduce -1.4% |
| WING Wingstop Inc. | 0.46% | 12,107 | $1.9M | Add +19.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.46% | 4,159 | $1.9M | Reduce -1.4% |
| UNH Unitedhealth Group Inc. | 0.40% | 6,021 | $1.6M | Reduce -1.3% |
| ZTS Zoetis Inc. | 0.33% | 11,358 | $1.3M | Reduce -1.4% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -1.4% | 6.24% | −1.43 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −0.93 |
| META Meta Platforms Inc. Class A | Reduce -18.2% | 2.95% | −0.92 |
| NOW ServiceNow Inc. | Reduce -1.4% | 0.98% | −0.37 |
| INTU Intuit Inc. | Reduce -1.4% | 0.80% | −0.35 |
| BSX Boston Scientific Corp. | Reduce -1.4% | 0.76% | −0.33 |
| GEV GE Vernova Inc. | Reduce -51.3% | 0.69% | −0.29 |
| AXP American Express Co. | Reduce -1.4% | 1.75% | −0.26 |
| AMZN Amazon.com Inc. | Reduce -1.4% | 4.68% | −0.20 |
| AVGO Broadcom Inc. | Reduce -1.4% | 3.73% | −0.20 |
| GOOG Alphabet Inc. Class C | Reduce -1.4% | 6.16% | −0.18 |
| PODD Insulet Corp. | Reduce -1.4% | 0.66% | −0.18 |
| V Visa Inc. Class A | Reduce -1.4% | 1.82% | −0.17 |
| SPGI S&P Global Inc. | Reduce -1.4% | 1.02% | −0.16 |
| TSLA Tesla Inc. | Reduce -1.4% | 1.06% | −0.15 |
| PANW Palo Alto Networks Inc. | Reduce -1.4% | 1.35% | −0.11 |
| JPM JPMorgan Chase & Co. | Reduce -1.4% | 3.30% | −0.10 |
| UBER Uber Technologies Inc. | Reduce -1.4% | 1.19% | −0.08 |
| PGR Progressive Corp. | Reduce -1.4% | 0.95% | −0.08 |
| DIS The Walt Disney Co. | Reduce -1.4% | 0.58% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.4% | 0.56% | −0.06 |
| UNH Unitedhealth Group Inc. | Reduce -1.3% | 0.40% | −0.06 |
| NVDA Nvidia Corp. | Reduce -1.4% | 8.94% | −0.06 |
| AAPL Apple Inc. | Reduce -1.4% | 6.65% | −0.06 |
| DLR Digital Realty Trust Inc. | Reduce -26.7% | 0.60% | −0.05 |
| GE General Electric | Reduce -1.4% | 2.15% | −0.05 |
| WMT Walmart Inc. | Reduce -18.6% | 1.93% | −0.04 |
| SYK Stryker Corp. | Reduce -1.4% | 0.82% | −0.01 |
| ZTS Zoetis Inc. | Reduce -1.4% | 0.33% | −0.00 |
| AMD Advanced Micro Devices | Reduce -1.4% | 0.81% | +0.01 |
| HD Home Depot Inc. | Reduce -1.4% | 1.03% | +0.02 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -1.4% | 0.46% | +0.02 |
| ICE Intercontinental Exchange Inc. | Reduce -1.4% | 0.78% | +0.02 |
| SHW The Sherwin-Williams Co. | Reduce -1.4% | 0.79% | +0.04 |
| GS Goldman Sachs Group Inc. | Reduce -1.4% | 2.29% | +0.05 |
| ORLY O'reilly Automotive Inc. | Reduce -1.4% | 1.00% | +0.07 |
| TJX TJX Companies Inc. | Reduce -1.4% | 0.86% | +0.08 |
| AEP American Electric Power | Reduce -9.7% | 1.07% | +0.10 |
| AMGN Amgen Inc. | Reduce -1.4% | 0.84% | +0.10 |
| CB Chubb Ltd. | Reduce -1.4% | 1.30% | +0.13 |
| WM Waste Management Inc. | Reduce -1.4% | 1.32% | +0.13 |
| PM Philip Morris International | Reduce -1.4% | 1.75% | +0.15 |
| NEE Nextera Energy Inc. | Reduce -7.5% | 1.49% | +0.20 |
| CAT Caterpillar Inc. | Reduce -15.3% | 1.85% | +0.21 |
| KO The Coca-Cola Co. | Reduce -1.4% | 1.65% | +0.22 |
| WMB Williams Cos Inc. | Reduce -1.4% | 1.17% | +0.26 |
| AMAT Applied Materials Inc. | Reduce -1.4% | 0.93% | +0.27 |
| CTVA Corteva Inc. | Reduce -1.4% | 1.16% | +0.29 |
| MU Micron Technology Inc. | Reduce -1.4% | 1.77% | +0.36 |
Portfolio Buys Q4 2025 → Q1 2026
| RTX RTX Corp. | New | 1.22% | +1.22 |
| COP Conocophillips | Add +6.0% | 2.84% | +1.07 |
| DE Deere & Co. | New | 0.74% | +0.74 |
| WELL Welltower Inc. | Add +12.5% | 1.65% | +0.37 |
| RCL Royal Caribbean Cruises Ltd. | Add +24.6% | 1.46% | +0.36 |
| GILD Gilead Sciences Inc. | Add +22.1% | 1.05% | +0.35 |
| NFLX Netflix Inc. | Add +80.0% | 0.68% | +0.34 |
| WING Wingstop Inc. | Add +19.3% | 0.46% | −0.09 |
| LLY Eli Lilly & Co. | Add +2.8% | 2.52% | −0.14 |