Meiji Yasuda Asset Management Co Ltd.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Meiji Yasuda Asset Management Co Ltd. reported 596 stock positions worth $2.2 billion. Its top holding was Nvidia (NVDA) at 4.0% of the portfolio, followed by Apple (AAPL, 3.4%) and Alphabet Class A (GOOGL, 2.9%). Compared with Q1 2026, it opened 62 new positions, sold out of 16, added to 203 and reduced 234. The biggest buy was Micron Technology (MU, shares +30%) and the biggest sale Abbvie (ABBV, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- Tokyo, M0
- CIK
- 0001491685
- Portfolio Value
- $2.2B (Q2 2026)
- SEC Filing
- 0001193125-26-347426 ↗ filed Aug 13, 2026
Holdings Value
Holdings 596 stocks · $2.2B
| NVDA Nvidia Corp. | 3.98% | 442,231 | $88.5M | Reduce -9.9% |
| AAPL Apple Inc. | 3.41% | 261,856 | $75.8M | Reduce -5.7% |
| GOOGL Alphabet Inc. Class A | 2.89% | 179,708 | $64.2M | Reduce -1.3% |
| MSFT Microsoft Corp. | 2.56% | 152,204 | $56.8M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 1.99% | 185,611 | $44.2M | Add +0.2% |
| AVGO Broadcom Inc. | 1.58% | 92,816 | $35.1M | Reduce -6.1% |
| VZ Verizon Communications Inc. | 1.17% | 613,083 | $26.0M | Add +8.1% |
| JNJ Johnson & Johnson | 1.14% | 99,291 | $25.2M | Reduce -1.1% |
| MU Micron Technology Inc. | 1.11% | 21,329 | $24.6M | Add +29.7% |
| META Meta Platforms Inc. Class A | 1.11% | 43,628 | $24.6M | Reduce -0.4% |
| JPM JPMorgan Chase & Co. | 1.09% | 74,286 | $24.3M | Reduce -2.0% |
| XOM Exxon Mobil Corp. | 1.08% | 176,081 | $24.1M | Add +1.5% |
| ABBV Abbvie Inc. | 1.07% | 94,867 | $23.9M | Reduce -28.1% |
| PG The Procter & Gamble Co. | 1.05% | 158,414 | $23.2M | Add +8.6% |
| KO The Coca-Cola Co. | 0.99% | 271,742 | $22.1M | Reduce -0.0% |
| V Visa Inc. Class A | 0.99% | 64,122 | $22.0M | Add +0.6% |
| TSLA Tesla Inc. | 0.91% | 47,838 | $20.1M | Add +2.4% |
| NEE Nextera Energy Inc. | 0.88% | 221,777 | $19.5M | Add +15.9% |
| RHI Robert Half Inc. | 0.87% | 630,248 | $19.3M | Reduce -9.4% |
| EIX Edison International | 0.86% | 257,051 | $19.1M | Add +7.7% |
| LLY Eli Lilly & Co. | 0.80% | 14,900 | $17.9M | Reduce -2.2% |
| O Realty Income Corp. | 0.77% | 277,646 | $17.2M | Reduce -0.7% |
| TXN Texas Instruments Inc. | 0.73% | 54,051 | $16.1M | Reduce -9.2% |
| WMT Walmart Inc. | 0.71% | 139,817 | $15.8M | Reduce -14.5% |
| BBY Best Buy Co. Inc. | 0.70% | 205,846 | $15.6M | Reduce -0.5% |
| AMCR Amcor PLC | 0.70% | 358,828 | $15.6M | Reduce -0.2% |
| BEN Franklin Templeton Inc. | 0.70% | 464,812 | $15.5M | Reduce -10.4% |
| HD Home Depot Inc. | 0.69% | 43,761 | $15.4M | Reduce -1.3% |
| CSCO Cisco Systems Inc. | 0.68% | 128,272 | $15.1M | Add +30.6% |
| TGT Target Corp. | 0.64% | 108,765 | $14.2M | Reduce -4.8% |
| KMB Kimberly-Clark Corp. | 0.64% | 129,031 | $14.2M | Add +2.2% |
| PEP Pepsico Inc. | 0.64% | 104,454 | $14.1M | Reduce -9.8% |
| UNH Unitedhealth Group Inc. | 0.62% | 33,317 | $13.8M | Add +14.7% |
| GWW WW Grainger Inc. | 0.61% | 9,984 | $13.6M | Add +28.2% |
| GOOG Alphabet Inc. Class C | 0.61% | 38,398 | $13.6M | Add +0.7% |
| SON Sonoco Products Co. | 0.60% | 237,880 | $13.4M | Reduce -1.7% |
| CMI Cummins Inc. | 0.60% | 18,551 | $13.2M | Reduce -21.3% |
| HRL Hormel Foods Corp. | 0.59% | 528,775 | $13.1M | Add +8.2% |
| FRT Federal Realty Invs Trust | 0.57% | 102,685 | $12.7M | Reduce -1.4% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.56% | 108,681 | $12.4M | Reduce -6.0% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.55% | 108,861 | $12.2M | Add +3.9% |
| MDT Medtronic PLC | 0.54% | 153,980 | $12.0M | Add +20.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.53% | 78,068 | $11.8M | Add +1.4% |
| ES Eversource Energy | 0.52% | 160,564 | $11.6M | Add +6.9% |
| SWK Stanley Black & Decker Inc. | 0.52% | 122,407 | $11.5M | Reduce -4.2% |
| CLX Clorox Company | 0.50% | 116,079 | $11.1M | Add +7.2% |
| ADM Archer-Daniels-Midland Co. | 0.49% | 143,458 | $11.0M | Add +6.8% |
| ED Consolidated Edison Inc. | 0.49% | 98,231 | $10.9M | Add +6.8% |
| C Citigroup Inc. | 0.49% | 77,306 | $10.8M | Reduce -3.6% |
| PM Philip Morris International | 0.48% | 59,255 | $10.7M | Add +28.8% |
| VRT Vertiv Holdings Co. Class A | 0.48% | 31,937 | $10.7M | Add +50.5% |
| ESS Essex Property Trust Inc. | 0.48% | 36,586 | $10.7M | Reduce -1.4% |
| CHRW C.H. Robinson Worldwide Inc. | 0.47% | 55,100 | $10.4M | Reduce -4.1% |
| QCOM Qualcomm Inc. | 0.46% | 55,582 | $10.3M | Reduce -0.5% |
| AMAT Applied Materials Inc. | 0.46% | 14,094 | $10.2M | Add +258.4% |
| BLK BlackRock Inc. | 0.46% | 10,565 | $10.2M | Reduce -2.4% |
| AXP American Express Co. | 0.45% | 29,791 | $10.1M | Reduce -2.7% |
| AMD Advanced Micro Devices | 0.45% | 17,257 | $10.0M | Add +66.7% |
| LIN Linde PLC | 0.44% | 18,879 | $9.8M | Add +24.1% |
| SNDK Sandisk Corp. | 0.44% | 4,273 | $9.7M | Reduce -14.6% |
| EOG EOG Resources Inc. | 0.44% | 74,755 | $9.7M | Add +14.5% |
| WELL Welltower Inc. | 0.43% | 41,957 | $9.5M | Add +4.2% |
| CL Colgate-Palmolive Co. | 0.43% | 103,611 | $9.5M | Add +5.7% |
| ADP Automatic Data Processing | 0.42% | 42,048 | $9.4M | Add +27.1% |
| SR Spire Inc. | 0.42% | 118,826 | $9.3M | Add +4.3% |
| PII Polaris Inc. | 0.41% | 133,220 | $9.1M | Reduce -8.4% |
| APD Air Products & Chemicals Inc. | 0.41% | 30,924 | $9.1M | Add +0.8% |
| WTRG Essential Utilities Inc. | 0.41% | 236,193 | $9.0M | Add +5.8% |
| USB US Bancorp | 0.41% | 149,677 | $9.0M | Reduce -26.4% |
| SPGI S&P Global Inc. | 0.41% | 22,188 | $9.0M | Add +34.8% |
| RSG Republic Services Inc. | 0.40% | 42,001 | $8.9M | Add +1.0% |
| GEV GE Vernova Inc. | 0.40% | 7,517 | $8.8M | Reduce -1.9% |
| AVA Avista Corp. | 0.39% | 211,704 | $8.7M | Add +2.6% |
| ELS Equity Lifestyle Properties | 0.38% | 131,619 | $8.5M | Reduce -0.9% |
| NET Cloudflare Inc. Class A | 0.38% | 34,384 | $8.4M | Add +33.9% |
| OGS One Gas Inc. | 0.38% | 108,420 | $8.4M | Add +2.1% |
| SYY Sysco Corp. | 0.37% | 98,639 | $8.2M | Reduce -1.5% |
| ECL Ecolab Inc. | 0.37% | 29,170 | $8.1M | Reduce -22.2% |
| ITW Illinois Tool Works | 0.36% | 29,789 | $8.1M | Reduce -1.9% |
| SCHW Schwab (charles) Corp. | 0.36% | 86,812 | $8.0M | Add +4.9% |
| MRK Merck & Co. Inc. | 0.36% | 61,840 | $7.9M | Reduce -1.0% |
| INTC Intel Corp. | 0.36% | 56,554 | $7.9M | Add +406.5% |
| PLTR Palantir Technologies Inc. Class A | 0.35% | 66,669 | $7.8M | Add +1.8% |
| ARM Arm Holdings PLC-ADR | 0.35% | 21,921 | $7.8M | Add +37.8% |
| ABT Abbott Laboratories | 0.35% | 85,147 | $7.7M | Add +5.6% |
| AME Ametek Inc. | 0.35% | 31,705 | $7.7M | Add +3.2% |
| PPG PPG Industries Inc. | 0.34% | 62,718 | $7.6M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 15,175 | $7.6M | Reduce -0.5% |
| CAT Caterpillar Inc. | 0.34% | 7,005 | $7.5M | Reduce -40.4% |
| CVX Chevron Corp. | 0.34% | 44,974 | $7.5M | Reduce -2.3% |
| KEYS Keysight Technologies Inc. | 0.33% | 21,074 | $7.4M | Reduce -2.3% |
| PANW Palo Alto Networks Inc. | 0.33% | 21,261 | $7.3M | Reduce -44.3% |
| LRCX Lam Research Corp. | 0.32% | 16,477 | $7.1M | Add +44.0% |
| BKNG Booking Holdings Inc. | 0.32% | 39,756 | $7.1M | Reduce -26.4% |
| EMR Emerson Electric Co. | 0.32% | 49,204 | $7.0M | Add +14.2% |
| FAST Fastenal Co. | 0.32% | 145,972 | $7.0M | Add +2.4% |
| AEIS Advanced Energy Industries | 0.31% | 18,699 | $7.0M | Add +25.9% |
| PWR Quanta Services Inc. | 0.31% | 9,496 | $6.8M | Reduce -4.3% |
| NFG National Fuel Gas Co. | 0.31% | 88,384 | $6.8M | Add +12.0% |
| MCHP Microchip Technology Inc. | 0.31% | 74,740 | $6.8M | Reduce -17.4% |
Portfolio Sells Q1 2026 → Q2 2026
| ABBV Abbvie Inc. | Reduce -28.1% | 1.07% | −0.36 |
| WMT Walmart Inc. | Reduce -14.5% | 0.71% | −0.30 |
| NVDA Nvidia Corp. | Reduce -9.9% | 3.98% | −0.29 |
| MSFT Microsoft Corp. | Reduce -0.6% | 2.56% | −0.27 |
| ETN Eaton Corp. PLC | Reduce -88.5% | 0.04% | −0.27 |
| PEP Pepsico Inc. | Reduce -9.8% | 0.64% | −0.26 |
| LMT Lockheed Martin Corp. | Reduce -48.2% | 0.12% | −0.19 |
| TMO Thermo Fisher Scientific Inc. | Reduce -51.4% | 0.14% | −0.18 |
| BSX Boston Scientific Corp. | Reduce -83.9% | 0.02% | −0.18 |
| ACN Accenture PLC Class A | Reduce -0.0% | 0.20% | −0.16 |
| FDX FedEx Corp. | Reduce -54.0% | 0.09% | −0.15 |
| META Meta Platforms Inc. Class A | Reduce -0.4% | 1.11% | −0.15 |
| DHR Danaher Corp. | Reduce -78.2% | 0.04% | −0.14 |
| CVX Chevron Corp. | Reduce -2.3% | 0.34% | −0.14 |
| ZTS Zoetis Inc. | Reduce -43.5% | 0.06% | −0.14 |
| BKNG Booking Holdings Inc. | Reduce -26.4% | 0.32% | −0.14 |
| HCA HCA Healthcare Inc. | Reduce -66.5% | 0.04% | −0.14 |
| ECL Ecolab Inc. | Reduce -22.2% | 0.37% | −0.13 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -47.9% | 0.25% | −0.13 |
| ADI Analog Devices Inc. | Reduce -41.0% | 0.25% | −0.13 |
| KKR KKR & Co. Inc. | Reduce -83.6% | 0.02% | −0.13 |
| APO Apollo Global Management Inc. | Reduce -92.1% | 0.01% | −0.12 |
| USB US Bancorp | Reduce -26.4% | 0.41% | −0.12 |
| J Jacobs Solutions Inc. | Reduce -90.2% | 0.01% | −0.11 |
| CME Cme Group Inc. | Reduce -68.3% | 0.03% | −0.11 |
| AAPL Apple Inc. | Reduce -5.7% | 3.41% | −0.11 |
| HON Honeywell International Inc. | Reduce -0.7% | 0.08% | −0.10 |
| SNPS Synopsys Inc. | Reduce -76.4% | 0.03% | −0.10 |
| JNJ Johnson & Johnson | Reduce -1.1% | 1.14% | −0.09 |
| CAT Caterpillar Inc. | Reduce -40.4% | 0.34% | −0.08 |
| O Realty Income Corp. | Reduce -0.7% | 0.77% | −0.08 |
| MCD McDonald's Corp. | Reduce -4.5% | 0.23% | −0.08 |
| PRU Prudential Financial Inc. | Reduce -52.3% | 0.07% | −0.07 |
| GLW Corning Inc. | Reduce -74.7% | 0.05% | −0.07 |
| TW Tradeweb Markets Inc. Class A | Reduce -3.1% | 0.19% | −0.07 |
| ISRG Intuitive Surgical Inc. | Reduce -2.4% | 0.21% | −0.07 |
| DLTR Dollar Tree Inc. | Reduce -84.1% | 0.01% | −0.06 |
| BLK BlackRock Inc. | Reduce -2.4% | 0.46% | −0.06 |
| LOW Lowe's Cos Inc. | Reduce -2.3% | 0.28% | −0.06 |
| NOC Northrop Grumman Corp. | Reduce -10.3% | 0.08% | −0.05 |
| TGT Target Corp. | Reduce -4.8% | 0.64% | −0.05 |
| SON Sonoco Products Co. | Reduce -1.7% | 0.60% | −0.05 |
| ALB Albemarle Corp. | Reduce -4.9% | 0.09% | −0.05 |
| DOV Dover Corp. | Reduce -24.7% | 0.13% | −0.05 |
| SRE Sempra | Reduce -1.5% | 0.26% | −0.05 |
| MCK McKesson Corp. | Reduce -37.4% | 0.04% | −0.04 |
| AWR American States Water Co. | Reduce -10.7% | 0.29% | −0.04 |
| PFE Pfizer Inc. | Reduce -0.3% | 0.13% | −0.04 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.04 |
| KO The Coca-Cola Co. | Reduce -0.0% | 0.99% | −0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +29.7% | 1.11% | +0.83 |
| AMAT Applied Materials Inc. | Add +258.4% | 0.46% | +0.39 |
| AMD Advanced Micro Devices | Add +66.7% | 0.45% | +0.35 |
| INTC Intel Corp. | Add +406.5% | 0.36% | +0.33 |
| CSCO Cisco Systems Inc. | Add +30.6% | 0.68% | +0.30 |
| MPWR Monolithic Power Systems Inc. | Add +914.2% | 0.29% | +0.26 |
| UNH Unitedhealth Group Inc. | Add +14.7% | 0.62% | +0.23 |
| ARM Arm Holdings PLC-ADR | Add +37.8% | 0.35% | +0.23 |
| VRT Vertiv Holdings Co. Class A | Add +50.5% | 0.48% | +0.22 |
| LRCX Lam Research Corp. | Add +44.0% | 0.32% | +0.20 |
| GWW WW Grainger Inc. | Add +28.2% | 0.61% | +0.19 |
| WAT Waters Corp. | Add +1223.4% | 0.20% | +0.18 |
| RTX RTX Corp. | Add +158.5% | 0.29% | +0.16 |
| BRO Brown & Brown Inc. | New | 0.15% | +0.15 |
| MRVL Marvell Technology Inc. | Add +121.8% | 0.18% | +0.15 |
| DOC Healthpeak Properties Inc. | New | 0.15% | +0.15 |
| VRSK Verisk Analytics Inc. | Add +1231.5% | 0.14% | +0.12 |
| NET Cloudflare Inc. Class A | Add +33.9% | 0.38% | +0.12 |
| ALGN Align Technology Inc. | New | 0.11% | +0.11 |
| SITM Sitime Corp. | New | 0.11% | +0.11 |
| GILD Gilead Sciences Inc. | Add +167.5% | 0.19% | +0.10 |
| PM Philip Morris International | Add +28.8% | 0.48% | +0.10 |
| LITE Lumentum Holdings Inc. | New | 0.10% | +0.10 |
| PGR Progressive Corp. | Add +133.6% | 0.16% | +0.09 |
| ADP Automatic Data Processing | Add +27.1% | 0.42% | +0.09 |
| VRTX Vertex Pharmaceuticals Inc. | Add +42.5% | 0.28% | +0.09 |
| BMY Bristol-Myers Squibb Co. | Add +67.6% | 0.27% | +0.08 |
| BE Bloom Energy Corp. Class A | New | 0.08% | +0.08 |
| AEIS Advanced Energy Industries | Add +25.9% | 0.31% | +0.07 |
| CRH CRH PLC | New | 0.07% | +0.07 |
| AMZN Amazon.com Inc. | Add +0.2% | 1.99% | +0.06 |
| GOOG Alphabet Inc. Class C | Add +0.7% | 0.61% | +0.06 |
| LIN Linde PLC | Add +24.1% | 0.44% | +0.06 |
| RCL Royal Caribbean Cruises Ltd. | Add +284.3% | 0.09% | +0.06 |
| SPGI S&P Global Inc. | Add +34.8% | 0.41% | +0.06 |
| EQT Eqt Corp. | New | 0.06% | +0.06 |
| EW Edwards Lifesciences Corp. | Add +32.1% | 0.22% | +0.06 |
| FICO Fair Isaac Corp. | Add +489.4% | 0.06% | +0.05 |
| SJM The JM Smucker Co. | Add +3.9% | 0.55% | +0.05 |
| TEL Te Connectivity PLC | Add +363.1% | 0.06% | +0.05 |
| NOW ServiceNow Inc. | Add +38.6% | 0.28% | +0.04 |
| PH Parker Hannifin Corp. | Add +363.2% | 0.06% | +0.04 |
| APP AppLovin Corp. Class A | Add +15.5% | 0.16% | +0.04 |
| STX Seagate Technology Holdings | Add +45.9% | 0.06% | +0.04 |
| TSLA Tesla Inc. | Add +2.4% | 0.91% | +0.04 |
| HRL Hormel Foods Corp. | Add +8.2% | 0.59% | +0.04 |
| EMR Emerson Electric Co. | Add +14.2% | 0.32% | +0.04 |
| ROK Rockwell Automation Inc. | Add +39.4% | 0.08% | +0.03 |
| HPE Hewlett Packard Enterprise | Add +1.8% | 0.07% | +0.03 |
| WELL Welltower Inc. | Add +4.2% | 0.43% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 596 | $2.2B | NVDA, AAPL, GOOGL, MSFT, AMZN |
| Q1 2026 | 548 | $2.0B | NVDA, AAPL, MSFT, GOOGL, AMZN |
| Q4 2025 | 546 | $2.1B | NVDA, AAPL, MSFT, GOOGL, AMZN |
| Q3 2025 | 543 | $2.1B | NVDA, MSFT, AAPL, GOOGL, AMZN |
| Q2 2025 | 543 | $2.0B | NVDA, MSFT, AAPL, AMZN, GOOGL |
| Q1 2025 | 643 | $2.5B | AAPL, MSFT, NVDA, AMZN, GOOGL |
| Q4 2024 | 677 | $2.6B | AAPL, NVDA, MSFT, AMZN, GOOGL |
| Q3 2024 | 673 | $2.6B | MSFT, AAPL, NVDA, AMZN, GOOGL |
| Q2 2024 | 652 | $2.5B | MSFT, NVDA, AAPL, AMZN, GOOGL |
| Q1 2024 | 668 | $2.3B | MSFT, NVDA, AAPL, AMZN, GOOGL |