Meiji Yasuda Asset Management Co Ltd.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Meiji Yasuda Asset Management Co Ltd. reported 652 stock positions worth $2.5 billion. Its top holding was Microsoft (MSFT) at 4.9% of the portfolio, followed by Nvidia (NVDA, 4.8%) and Apple (AAPL, 4.3%). Compared with Q1 2024, it opened 20 new positions, sold out of 37, added to 366 and reduced 224. The biggest buy was Nvidia (NVDA, shares +1%) and the biggest sale Amcor (AMCR, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- Tokyo, M0
- CIK
- 0001491685
- Portfolio Value
- $2.5B (Q2 2024)
- SEC Filing
- 0000950123-24-007743 ↗ filed Aug 12, 2024
Holdings Value
Holdings 652 stocks · $2.5B
| MSFT Microsoft Corp. | 4.92% | 270,546 | $120.9M | Add +2.2% |
| NVDA Nvidia Corp. | 4.81% | 957,780 | $118.3M | Add +1.1% |
| AAPL Apple Inc. | 4.30% | 502,086 | $105.7M | Add +3.6% |
| AMZN Amazon.com Inc. | 2.50% | 317,914 | $61.4M | Add +5.9% |
| GOOGL Alphabet Inc. Class A | 2.43% | 328,365 | $59.8M | Add +2.7% |
| META Meta Platforms Inc. Class A | 1.64% | 80,129 | $40.4M | Add +4.5% |
| AVGO Broadcom Inc. | 1.35% | 20,704 | $33.2M | Add +13.3% |
| ABBV Abbvie Inc. | 1.32% | 189,255 | $32.5M | Add +8.1% |
| XOM Exxon Mobil Corp. | 1.28% | 274,215 | $31.6M | Add +3.1% |
| PG The Procter & Gamble Co. | 1.26% | 187,271 | $30.9M | Add +2.3% |
| NEE Nextera Energy Inc. | 1.04% | 362,920 | $25.7M | Reduce -2.4% |
| JPM JPMorgan Chase & Co. | 1.00% | 121,288 | $24.5M | Add +5.8% |
| WMT Walmart Inc. | 0.98% | 357,284 | $24.2M | Add +6.3% |
| LLY Eli Lilly & Co. | 0.98% | 26,527 | $24.0M | Add +5.7% |
| V Visa Inc. Class A | 0.93% | 86,822 | $22.8M | Add +5.4% |
| HD Home Depot Inc. | 0.90% | 64,325 | $22.1M | Add +6.7% |
| PEP Pepsico Inc. | 0.90% | 134,188 | $22.1M | Reduce -1.1% |
| CVX Chevron Corp. | 0.88% | 139,131 | $21.8M | Reduce -1.9% |
| TXN Texas Instruments Inc. | 0.84% | 106,263 | $20.7M | Add +1.0% |
| JNJ Johnson & Johnson | 0.81% | 135,526 | $19.8M | Add +6.6% |
| UNH Unitedhealth Group Inc. | 0.80% | 38,873 | $19.8M | Reduce -1.2% |
| KO The Coca-Cola Co. | 0.77% | 296,775 | $18.9M | Add +2.3% |
| GOOG Alphabet Inc. Class C | 0.75% | 101,184 | $18.6M | Add +2.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.74% | 104,886 | $18.1M | Add +4.9% |
| ABT Abbott Laboratories | 0.73% | 172,569 | $17.9M | Add +29.1% |
| O Realty Income Corp. | 0.73% | 338,650 | $17.9M | Reduce -0.2% |
| BBY Best Buy Co. Inc. | 0.71% | 207,098 | $17.5M | Add +10.6% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.69% | 146,849 | $16.9M | Add +19.3% |
| SPGI S&P Global Inc. | 0.69% | 37,964 | $16.9M | Add +25.8% |
| TSLA Tesla Inc. | 0.69% | 85,556 | $16.9M | Add +6.8% |
| QCOM Qualcomm Inc. | 0.67% | 82,649 | $16.5M | Add +7.3% |
| BKNG Booking Holdings Inc. | 0.57% | 3,562 | $14.1M | Add +3.0% |
| KMB Kimberly-Clark Corp. | 0.57% | 100,865 | $13.9M | Reduce -0.6% |
| EIX Edison International | 0.56% | 191,944 | $13.8M | Reduce -1.5% |
| MDT Medtronic PLC | 0.55% | 170,718 | $13.4M | Add +12.3% |
| ES Eversource Energy | 0.53% | 230,430 | $13.1M | Reduce -6.5% |
| NOW ServiceNow Inc. | 0.53% | 16,559 | $13.0M | Add +22.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 31,573 | $12.8M | Reduce -1.1% |
| ESS Essex Property Trust Inc. | 0.52% | 46,618 | $12.7M | Add +3.4% |
| MCD McDonald's Corp. | 0.52% | 49,765 | $12.7M | Add +3.7% |
| ECL Ecolab Inc. | 0.51% | 53,205 | $12.7M | Add +10.2% |
| CAT Caterpillar Inc. | 0.50% | 36,627 | $12.2M | Reduce -16.8% |
| ETN Eaton Corp. PLC | 0.49% | 38,611 | $12.1M | Add +12.5% |
| TGT Target Corp. | 0.49% | 81,469 | $12.1M | Add +6.0% |
| FRT Federal Realty Invs Trust | 0.49% | 118,970 | $12.0M | Add +0.0% |
| EMR Emerson Electric Co. | 0.48% | 106,677 | $11.8M | Add +30.9% |
| BEN Franklin Templeton Inc. | 0.47% | 513,051 | $11.5M | Add +18.5% |
| CL Colgate-Palmolive Co. | 0.46% | 117,333 | $11.4M | Add +2.5% |
| TMO Thermo Fisher Scientific Inc. | 0.46% | 20,522 | $11.3M | Add +6.5% |
| RSG Republic Services Inc. | 0.46% | 57,751 | $11.2M | Add +7.6% |
| UGI Ugi Corp. | 0.45% | 487,499 | $11.2M | Reduce -13.1% |
| EOG EOG Resources Inc. | 0.44% | 86,404 | $10.9M | Add +6.4% |
| LOW Lowe's Cos Inc. | 0.44% | 48,795 | $10.8M | Add +11.6% |
| COST Costco Wholesale Corp. | 0.44% | 12,631 | $10.7M | Add +4.4% |
| LIN Linde PLC | 0.43% | 24,239 | $10.6M | Reduce -5.0% |
| ADP Automatic Data Processing | 0.42% | 43,717 | $10.4M | Add +2.8% |
| BLK BlackRock Finance Inc. | 0.42% | 13,096 | $10.3M | Add +3.8% |
| ADI Analog Devices Inc. | 0.41% | 44,636 | $10.2M | Add +9.5% |
| ROP Roper Technologies Inc. | 0.41% | 17,961 | $10.1M | Add +4.8% |
| HRL Hormel Foods Corp. | 0.41% | 329,201 | $10.0M | Reduce -3.9% |
| AXP American Express Co. | 0.41% | 43,014 | $10.0M | Add +1.3% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.39% | 88,502 | $9.7M | Add +12.7% |
| MRK Merck & Co. Inc. | 0.38% | 75,939 | $9.4M | Reduce -19.9% |
| APD Air Products & Chemicals Inc. | 0.38% | 36,034 | $9.3M | Add +2.9% |
| USB US Bancorp | 0.38% | 234,050 | $9.3M | Add +6.5% |
| CHRW C.H. Robinson Worldwide Inc. | 0.37% | 104,564 | $9.2M | Add +7.8% |
| SWK Stanley Black & Decker Inc. | 0.37% | 113,910 | $9.1M | Add +14.4% |
| ADM Archer-Daniels-Midland Co. | 0.37% | 150,151 | $9.1M | Reduce -4.0% |
| SYY Sysco Corp. | 0.37% | 126,271 | $9.0M | Add +6.5% |
| UNP Union Pacific Corp. | 0.37% | 39,696 | $9.0M | Add +2.3% |
| AFL Aflac Inc. | 0.36% | 100,458 | $9.0M | Add +1.6% |
| NFLX Netflix Inc. | 0.36% | 13,201 | $8.9M | Add +2.5% |
| VZ Verizon Communications Inc. | 0.36% | 212,181 | $8.8M | Add +2.9% |
| SNPS Synopsys Inc. | 0.36% | 14,686 | $8.7M | Reduce -16.3% |
| MKC McCormick & Co.-Non VTG SHRS | 0.35% | 122,748 | $8.7M | Add +6.2% |
| ITW Illinois Tool Works | 0.35% | 36,649 | $8.7M | Add +11.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.35% | 78,810 | $8.7M | Add +2.3% |
| ADBE Adobe Inc. | 0.34% | 15,098 | $8.4M | Add +15.9% |
| ISRG Intuitive Surgical Inc. | 0.34% | 18,537 | $8.2M | Add +5.0% |
| OGS One Gas Inc. | 0.34% | 129,139 | $8.2M | Reduce -21.5% |
| PII Polaris Inc. | 0.33% | 103,437 | $8.1M | Add +24.9% |
| MCHP Microchip Technology Inc. | 0.32% | 86,979 | $8.0M | Add +27.3% |
| DHR Danaher Corp. | 0.32% | 31,688 | $7.9M | Add +6.1% |
| PRGO Perrigo Co. PLC | 0.31% | 301,570 | $7.7M | Add +4.2% |
| MA Mastercard Inc. Class A | 0.31% | 17,170 | $7.6M | Add +20.3% |
| CB Chubb Ltd. | 0.30% | 29,259 | $7.5M | Add +5.0% |
| TW Tradeweb Markets Inc. Class A | 0.30% | 70,091 | $7.4M | Add +3.7% |
| MBB iShares MBS ETF | 0.30% | 79,447 | $7.3M | Reduce -16.0% |
| GPC Genuine Parts Co. | 0.30% | 52,519 | $7.3M | Reduce -10.9% |
| CSCO Cisco Systems Inc. | 0.29% | 149,542 | $7.1M | Add +4.7% |
| WM Waste Management Inc. | 0.29% | 33,172 | $7.1M | Add +0.2% |
| ZTS Zoetis Inc. | 0.29% | 40,561 | $7.0M | Reduce -10.0% |
| ACN Accenture PLC Class A | 0.28% | 22,924 | $7.0M | Add +4.9% |
| PLD Prologis Inc. | 0.28% | 61,467 | $6.9M | Add +3.4% |
| SR Spire Inc. | 0.28% | 112,844 | $6.9M | Reduce -3.0% |
| HEI.A Heico Corp. Class A | 0.28% | 38,526 | $6.8M | Add +3.6% |
| AME Ametek Inc. | 0.28% | 40,811 | $6.8M | Reduce -10.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 67,092 | $6.7M | Add +6.9% |
| PWR Quanta Services Inc. | 0.27% | 25,887 | $6.6M | Add +4.2% |
| ABM Abm Industries Inc. | 0.27% | 129,809 | $6.6M | Reduce -3.2% |
Portfolio Sells Q1 2024 → Q2 2024
| AMCR Amcor PLC | Reduce -96.4% | 0.02% | −0.63 |
| LEG Leggett & Platt Inc. | Sold out | 0.00% | −0.34 |
| CAT Caterpillar Inc. | Reduce -16.8% | 0.50% | −0.19 |
| MRK Merck & Co. Inc. | Reduce -19.9% | 0.38% | −0.15 |
| MPC Marathon Petroleum Corp. | Reduce -45.5% | 0.12% | −0.14 |
| UGI Ugi Corp. | Reduce -13.1% | 0.45% | −0.13 |
| PYPL PayPal Holdings Inc. | Reduce -45.8% | 0.10% | −0.12 |
| OGS One Gas Inc. | Reduce -21.5% | 0.34% | −0.12 |
| FISV Fiserv Inc. | Reduce -58.6% | 0.07% | −0.11 |
| SHW The Sherwin-Williams Co. | Reduce -28.6% | 0.16% | −0.11 |
| PEP Pepsico Inc. | Reduce -1.1% | 0.90% | −0.11 |
| SLB SLB Ltd. | Reduce -49.1% | 0.07% | −0.10 |
| HRL Hormel Foods Corp. | Reduce -3.9% | 0.41% | −0.10 |
| HUBB Hubbell Inc. | Reduce -87.5% | 0.01% | −0.10 |
| ES Eversource Energy | Reduce -6.5% | 0.53% | −0.10 |
| LYV Live Nation Entertainment Inc. | Reduce -89.0% | 0.01% | −0.10 |
| HII Huntington Ingalls Industrie | Reduce -84.4% | 0.01% | −0.09 |
| GPC Genuine Parts Co. | Reduce -10.9% | 0.30% | −0.09 |
| NVR NVR Inc. | Reduce -73.5% | 0.03% | −0.09 |
| GILD Gilead Sciences Inc. | Reduce -50.2% | 0.07% | −0.08 |
| NOC Northrop Grumman Corp. | Reduce -51.3% | 0.06% | −0.08 |
| BAC Bank of America Corp. | Reduce -26.0% | 0.24% | −0.08 |
| FICO Fair Isaac Corp. | Reduce -67.9% | 0.05% | −0.08 |
| AME Ametek Inc. | Reduce -10.4% | 0.28% | −0.08 |
| MBB iShares MBS ETF | Reduce -16.0% | 0.30% | −0.08 |
| GWW WW Grainger Inc. | Reduce -14.6% | 0.19% | −0.07 |
| LIN Linde PLC | Reduce -5.0% | 0.43% | −0.07 |
| SNPS Synopsys Inc. | Reduce -16.3% | 0.36% | −0.07 |
| CVX Chevron Corp. | Reduce -1.9% | 0.88% | −0.07 |
| CAH Cardinal Health Inc. | Reduce -5.9% | 0.25% | −0.07 |
| J Jacobs Solutions Inc. | Reduce -82.3% | 0.01% | −0.06 |
| SON Sonoco Products Co. | Reduce -2.0% | 0.25% | −0.05 |
| O Realty Income Corp. | Reduce -0.2% | 0.73% | −0.05 |
| UBER Uber Technologies Inc. | Reduce -14.0% | 0.18% | −0.05 |
| ADM Archer-Daniels-Midland Co. | Reduce -4.0% | 0.37% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.1% | 0.52% | −0.05 |
| CVS CVS Health Corp. | Reduce -3.0% | 0.11% | −0.05 |
| PM Philip Morris International | Reduce -19.4% | 0.23% | −0.04 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.04 |
| ZTS Zoetis Inc. | Reduce -10.0% | 0.29% | −0.04 |
| CDW CDW Corp. | Reduce -48.2% | 0.03% | −0.04 |
| AMD Advanced Micro Devices | Reduce -0.5% | 0.20% | −0.03 |
| EL Estee Lauder Companies Class A | Reduce -49.4% | 0.02% | −0.03 |
| INCY Incyte Corp. | Reduce -61.2% | 0.02% | −0.03 |
| SCL Stepan Co. | Reduce -17.1% | 0.09% | −0.03 |
| ACGL Arch Capital Group Ltd. | Reduce -45.1% | 0.04% | −0.03 |
| CMG Chipotle Mexican Grill Inc. | Reduce -26.0% | 0.09% | −0.03 |
| EIX Edison International | Reduce -1.5% | 0.56% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -8.2% | 0.12% | −0.03 |
| SR Spire Inc. | Reduce -3.0% | 0.28% | −0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +1.1% | 4.81% | +1.17 |
| AAPL Apple Inc. | Add +3.6% | 4.30% | +0.76 |
| GOOGL Alphabet Inc. Class A | Add +2.7% | 2.43% | +0.38 |
| AVGO Broadcom Inc. | Add +13.3% | 1.35% | +0.32 |
| AMZN Amazon.com Inc. | Add +5.9% | 2.50% | +0.19 |
| MSFT Microsoft Corp. | Add +2.2% | 4.92% | +0.18 |
| MO Altria Group Inc. | Add +269.8% | 0.21% | +0.16 |
| LLY Eli Lilly & Co. | Add +5.7% | 0.98% | +0.15 |
| SPGI S&P Global Inc. | Add +25.8% | 0.69% | +0.14 |
| VRTX Vertex Pharmaceuticals Inc. | Add +119.6% | 0.25% | +0.14 |
| PANW Palo Alto Networks Inc. | Add +152.8% | 0.21% | +0.14 |
| WMT Walmart Inc. | Add +6.3% | 0.98% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +2.7% | 0.75% | +0.12 |
| QCOM Qualcomm Inc. | Add +7.3% | 0.67% | +0.11 |
| VRSK Verisk Analytics Inc. | Add +219.5% | 0.14% | +0.10 |
| GEV GE Vernova Inc. | Add +275.3% | 0.13% | +0.09 |
| PRU Prudential Financial Inc. | Add +389.6% | 0.12% | +0.09 |
| HES Hess Corp. | Add +400.4% | 0.12% | +0.09 |
| FCX Freeport-McMoran Inc. | Add +171.5% | 0.14% | +0.09 |
| NOW ServiceNow Inc. | Add +22.0% | 0.53% | +0.09 |
| TSLA Tesla Inc. | Add +6.8% | 0.69% | +0.09 |
| EMR Emerson Electric Co. | Add +30.9% | 0.48% | +0.08 |
| TSM Taiwan Semiconductor-SP ADR | Add +33.3% | 0.22% | +0.08 |
| ABT Abbott Laboratories | Add +29.1% | 0.73% | +0.08 |
| UPS United Parcel Service Class B | Add +69.2% | 0.25% | +0.08 |
| ICE Intercontinental Exchange Inc. | Add +127.1% | 0.13% | +0.07 |
| ADI Analog Devices Inc. | Add +9.5% | 0.41% | +0.07 |
| PINS Pinterest Inc. Class A | Add +41.5% | 0.17% | +0.07 |
| CTAS Cintas Corp. | Add +37.6% | 0.25% | +0.06 |
| PODD Insulet Corp. | Add +49.5% | 0.16% | +0.06 |
| MCHP Microchip Technology Inc. | Add +27.3% | 0.32% | +0.06 |
| ADBE Adobe Inc. | Add +15.9% | 0.34% | +0.06 |
| CHRW C.H. Robinson Worldwide Inc. | Add +7.8% | 0.37% | +0.06 |
| TXN Texas Instruments Inc. | Add +1.0% | 0.84% | +0.06 |
| COST Costco Wholesale Corp. | Add +4.4% | 0.44% | +0.06 |
| META Meta Platforms Inc. Class A | Add +4.5% | 1.64% | +0.06 |
| BBY Best Buy Co. Inc. | Add +10.6% | 0.71% | +0.06 |
| BKR Baker Hughes Co. | Add +225.0% | 0.07% | +0.05 |
| TROW T Rowe Price Group Inc. | Add +19.3% | 0.69% | +0.05 |
| ESS Essex Property Trust Inc. | Add +3.4% | 0.52% | +0.05 |
| CINF Cincinnati Financial Corp. | Add +261.2% | 0.06% | +0.05 |
| DVA Davita Inc. | Add +109.3% | 0.09% | +0.04 |
| BWA Borgwarner Inc. | New | 0.04% | +0.04 |
| ECL Ecolab Inc. | Add +10.2% | 0.51% | +0.04 |
| BKNG Booking Holdings Inc. | Add +3.0% | 0.57% | +0.04 |
| AES AES Corp. | Add +284.9% | 0.06% | +0.04 |
| ETN Eaton Corp. PLC | Add +12.5% | 0.49% | +0.04 |
| ISRG Intuitive Surgical Inc. | Add +5.0% | 0.34% | +0.04 |
| HEI.A Heico Corp. Class A | Add +3.6% | 0.28% | +0.03 |
| OKE Oneok Inc. | Add +108.8% | 0.07% | +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 |