Meiji Yasuda Asset Management Co Ltd.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Meiji Yasuda Asset Management Co Ltd. reported 543 stock positions worth $2.0 billion. Its top holding was Nvidia (NVDA) at 4.5% of the portfolio, followed by Microsoft (MSFT, 4.3%) and Apple (AAPL, 3.2%). Compared with Q1 2025, it opened 30 new positions, sold out of 130, added to 61 and reduced 418. The biggest buy was Franklin Templeton (BEN, shares +2%) and the biggest sale Apple (AAPL, shares −36%).
- Most Recent 13F
- Q2 2026
- Location
- Tokyo, M0
- CIK
- 0001491685
- Portfolio Value
- $2.0B (Q2 2025)
- SEC Filing
- 0000950123-25-008142 ↗ filed Aug 14, 2025
Holdings Value
Holdings 543 stocks · $2.0B
| NVDA Nvidia Corp. | 4.47% | 570,657 | $90.2M | Reduce -35.0% |
| MSFT Microsoft Corp. | 4.31% | 174,490 | $86.8M | Reduce -33.8% |
| AAPL Apple Inc. | 3.24% | 318,411 | $65.3M | Reduce -35.7% |
| AMZN Amazon.com Inc. | 2.27% | 208,884 | $45.8M | Reduce -35.2% |
| GOOGL Alphabet Inc. Class A | 1.91% | 218,930 | $38.6M | Reduce -26.8% |
| META Meta Platforms Inc. Class A | 1.83% | 49,917 | $36.8M | Reduce -34.4% |
| ABBV Abbvie Inc. | 1.54% | 167,748 | $31.1M | Reduce -8.5% |
| VZ Verizon Communications Inc. | 1.29% | 602,481 | $26.1M | Reduce -8.4% |
| JPM JPMorgan Chase & Co. | 1.23% | 85,197 | $24.7M | Reduce -29.0% |
| AVGO Broadcom Inc. | 1.21% | 88,170 | $24.3M | Reduce -34.8% |
| V Visa Inc. Class A | 1.15% | 65,216 | $23.2M | Reduce -25.8% |
| XOM Exxon Mobil Corp. | 1.10% | 205,977 | $22.2M | Reduce -19.0% |
| WMT Walmart Inc. | 1.10% | 225,798 | $22.1M | Reduce -22.2% |
| PG The Procter & Gamble Co. | 1.05% | 133,236 | $21.2M | Reduce -27.8% |
| KO The Coca-Cola Co. | 1.05% | 299,748 | $21.2M | Reduce -5.6% |
| BEN Franklin Templeton Inc. | 1.00% | 841,164 | $20.1M | Add +2.3% |
| ABT Abbott Laboratories | 0.96% | 142,830 | $19.4M | Reduce -22.3% |
| O Realty Income Corp. | 0.90% | 316,051 | $18.2M | Reduce -8.0% |
| CVX Chevron Corp. | 0.90% | 127,016 | $18.2M | Reduce -6.2% |
| NEE Nextera Energy Inc. | 0.86% | 250,890 | $17.4M | Reduce -0.6% |
| JNJ Johnson & Johnson | 0.85% | 111,586 | $17.0M | Reduce -19.4% |
| TSLA Tesla Inc. | 0.82% | 51,838 | $16.5M | Reduce -39.7% |
| HD Home Depot Inc. | 0.79% | 43,557 | $16.0M | Reduce -21.9% |
| UGI Ugi Corp. | 0.78% | 431,637 | $15.7M | Reduce -4.6% |
| PEP Pepsico Inc. | 0.76% | 115,471 | $15.2M | Reduce -20.6% |
| ES Eversource Energy | 0.75% | 236,483 | $15.0M | Add +1.8% |
| BKNG Booking Holdings Inc. | 0.68% | 2,368 | $13.7M | Reduce -22.7% |
| AMCR Amcor PLC | 0.65% | 1,435,585 | $13.2M | Reduce -2.4% |
| TXN Texas Instruments Inc. | 0.65% | 63,488 | $13.2M | Reduce -8.5% |
| LLY Eli Lilly & Co. | 0.63% | 16,182 | $12.6M | Reduce -37.5% |
| BLK BlackRock Inc. | 0.61% | 11,781 | $12.4M | Reduce -15.5% |
| AXP American Express Co. | 0.61% | 38,262 | $12.2M | Reduce -17.6% |
| SPGI S&P Global Inc. | 0.60% | 23,068 | $12.2M | Reduce -16.1% |
| MDT Medtronic PLC | 0.57% | 132,783 | $11.6M | Reduce -8.4% |
| MCHP Microchip Technology Inc. | 0.56% | 159,680 | $11.2M | Add +3.0% |
| ED Consolidated Edison Inc. | 0.55% | 111,222 | $11.2M | Reduce -9.3% |
| RSG Republic Services Inc. | 0.55% | 45,076 | $11.1M | Reduce -10.9% |
| PM Philip Morris International | 0.53% | 58,701 | $10.7M | Reduce -26.9% |
| ETN Eaton Corp. PLC | 0.53% | 29,747 | $10.6M | Reduce -13.3% |
| SWK Stanley Black & Decker Inc. | 0.52% | 153,544 | $10.4M | Add +25.0% |
| ADM Archer-Daniels-Midland Co. | 0.51% | 195,721 | $10.3M | Reduce -8.9% |
| NFG National Fuel Gas Co. | 0.51% | 121,629 | $10.3M | Reduce -4.2% |
| USB US Bancorp | 0.51% | 226,803 | $10.3M | Reduce -9.3% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.51% | 106,153 | $10.2M | Add +0.4% |
| KMB Kimberly-Clark Corp. | 0.50% | 78,773 | $10.2M | Reduce -9.1% |
| BBY Best Buy Co. Inc. | 0.50% | 151,211 | $10.2M | Add +8.6% |
| ECL Ecolab Inc. | 0.50% | 37,380 | $10.1M | Reduce -17.0% |
| UNH Unitedhealth Group Inc. | 0.49% | 31,961 | $10.0M | Add +4.5% |
| NOW ServiceNow Inc. | 0.49% | 9,536 | $9.8M | Reduce -23.2% |
| EIX Edison International | 0.48% | 188,204 | $9.7M | Reduce -3.3% |
| WTRG Essential Utilities Inc. | 0.48% | 260,847 | $9.7M | Reduce -8.6% |
| QCOM Qualcomm Inc. | 0.48% | 60,348 | $9.6M | Reduce -15.9% |
| ESS Essex Property Trust Inc. | 0.47% | 33,762 | $9.6M | Add +3.2% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.47% | 95,623 | $9.4M | Reduce -5.6% |
| ROP Roper Technologies Inc. | 0.46% | 16,379 | $9.3M | Reduce -8.3% |
| HRL Hormel Foods Corp. | 0.46% | 303,943 | $9.2M | Reduce -5.8% |
| HEI.A Heico Corp. Class A | 0.45% | 34,857 | $9.0M | Reduce -8.2% |
| FRT Federal Realty Invs Trust | 0.45% | 94,837 | $9.0M | Reduce -0.9% |
| SON Sonoco Products Co. | 0.44% | 205,684 | $9.0M | Add +1.6% |
| EOG EOG Resources Inc. | 0.44% | 73,499 | $8.8M | Reduce -12.8% |
| LIN Linde PLC | 0.44% | 18,691 | $8.8M | Reduce -20.7% |
| PANW Palo Alto Networks Inc. | 0.43% | 42,317 | $8.7M | Reduce -7.9% |
| ADP Automatic Data Processing | 0.42% | 27,569 | $8.5M | Reduce -14.3% |
| PWR Quanta Services Inc. | 0.42% | 22,284 | $8.4M | Reduce -12.2% |
| SCHW Schwab (charles) Corp. | 0.41% | 90,842 | $8.3M | Reduce -20.8% |
| CAT Caterpillar Inc. | 0.41% | 21,340 | $8.3M | Reduce -21.4% |
| ADI Analog Devices Inc. | 0.40% | 33,563 | $8.0M | Reduce -11.5% |
| CL Colgate-Palmolive Co. | 0.39% | 87,323 | $7.9M | Reduce -13.0% |
| BSX Boston Scientific Corp. | 0.39% | 72,408 | $7.8M | Reduce -21.9% |
| C Citigroup Inc. | 0.38% | 90,216 | $7.7M | Reduce -22.2% |
| OGS One Gas Inc. | 0.38% | 106,284 | $7.6M | Reduce -7.9% |
| SYY Sysco Corp. | 0.38% | 100,482 | $7.6M | Reduce -7.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 15,458 | $7.5M | Reduce -49.4% |
| ISRG Intuitive Surgical Inc. | 0.37% | 13,818 | $7.5M | Reduce -25.0% |
| MBB iShares MBS ETF | 0.37% | 79,739 | $7.5M | Add +1.4% |
| ITW Illinois Tool Works | 0.37% | 30,000 | $7.4M | Reduce -9.7% |
| TGT Target Corp. | 0.37% | 74,688 | $7.4M | Reduce -3.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.36% | 59,569 | $7.4M | Reduce -30.0% |
| SR Spire Inc. | 0.36% | 100,768 | $7.4M | Reduce -4.5% |
| TW Tradeweb Markets Inc. Class A | 0.36% | 50,116 | $7.3M | Reduce -6.4% |
| NKE Nike Inc. Class B | 0.36% | 103,096 | $7.3M | Reduce -8.3% |
| APD Air Products & Chemicals Inc. | 0.36% | 25,451 | $7.2M | Reduce -4.8% |
| PLTR Palantir Technologies Inc. Class A | 0.35% | 52,103 | $7.1M | Reduce -30.4% |
| GOOG Alphabet Inc. Class C | 0.35% | 39,927 | $7.1M | Reduce -58.9% |
| EMR Emerson Electric Co. | 0.35% | 52,832 | $7.0M | Reduce -31.2% |
| NFLX Netflix Inc. | 0.35% | 5,257 | $7.0M | Reduce -54.8% |
| ELS Equity Lifestyle Properties | 0.35% | 113,866 | $7.0M | Reduce -4.8% |
| UNP Union Pacific Corp. | 0.35% | 30,310 | $7.0M | Reduce -21.4% |
| CSCO Cisco Systems Inc. | 0.34% | 99,777 | $6.9M | Reduce -32.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 23,459 | $6.9M | Reduce -32.4% |
| LOW Lowe's Cos Inc. | 0.34% | 31,087 | $6.9M | Reduce -16.7% |
| AFL Aflac Inc. | 0.34% | 65,359 | $6.9M | Reduce -9.4% |
| MKC McCormick & Co.-Non VTG SHRS | 0.34% | 90,362 | $6.9M | Reduce -0.8% |
| WELL Welltower Inc. | 0.34% | 44,309 | $6.8M | Reduce -16.3% |
| ACN Accenture PLC Class A | 0.33% | 22,133 | $6.6M | Add +13.3% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.32% | 6,290 | $6.5M | Reduce -8.0% |
| AME Ametek Inc. | 0.32% | 36,060 | $6.5M | Reduce -8.7% |
| SNPS Synopsys Inc. | 0.31% | 12,323 | $6.3M | Reduce -15.4% |
| CHRW C.H. Robinson Worldwide Inc. | 0.31% | 65,482 | $6.3M | Add +3.6% |
| TMO Thermo Fisher Scientific Inc. | 0.30% | 15,088 | $6.1M | Reduce -25.2% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -35.7% | 3.24% | −1.19 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -49.4% | 0.37% | −0.28 |
| GOOG Alphabet Inc. Class C | Reduce -58.9% | 0.35% | −0.26 |
| LLY Eli Lilly & Co. | Reduce -37.5% | 0.63% | −0.24 |
| PG The Procter & Gamble Co. | Reduce -27.8% | 1.05% | −0.21 |
| AMZN Amazon.com Inc. | Reduce -35.2% | 2.27% | −0.20 |
| UBER Uber Technologies Inc. | Reduce -75.3% | 0.09% | −0.15 |
| COST Costco Wholesale Corp. | Reduce -50.7% | 0.25% | −0.15 |
| NOC Northrop Grumman Corp. | Reduce -84.5% | 0.03% | −0.14 |
| PEP Pepsico Inc. | Reduce -20.6% | 0.76% | −0.12 |
| XOM Exxon Mobil Corp. | Reduce -19.0% | 1.10% | −0.12 |
| BKR Baker Hughes Co. | Reduce -92.3% | 0.01% | −0.11 |
| DE Deere & Co. | Reduce -83.3% | 0.03% | −0.10 |
| HIG Hartford Insurance Group Inc. | Reduce -68.9% | 0.07% | −0.10 |
| TMO Thermo Fisher Scientific Inc. | Reduce -25.2% | 0.30% | −0.10 |
| CRM Salesforce Inc. | Reduce -58.9% | 0.10% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -32.7% | 0.25% | −0.09 |
| V Visa Inc. Class A | Reduce -25.8% | 1.15% | −0.09 |
| MMM 3M Co. | Reduce -88.0% | 0.02% | −0.09 |
| GRMN Garmin Ltd. | Reduce -75.0% | 0.04% | −0.09 |
| NFLX Netflix Inc. | Reduce -54.8% | 0.35% | −0.09 |
| WFC Wells Fargo & Co. | Reduce -59.5% | 0.10% | −0.08 |
| TSLA Tesla Inc. | Reduce -39.7% | 0.82% | −0.08 |
| T AT&T Inc. | Reduce -61.6% | 0.07% | −0.08 |
| JNJ Johnson & Johnson | Reduce -19.4% | 0.85% | −0.08 |
| LDOS Leidos Holdings Inc. | Sold out | 0.00% | −0.07 |
| MA Mastercard Inc. Class A | Reduce -38.7% | 0.25% | −0.07 |
| VICI Vici Properties Inc. | Reduce -62.3% | 0.06% | −0.07 |
| A Agilent Technologies Inc. | Reduce -85.6% | 0.02% | −0.07 |
| SLB SLB Ltd. | Reduce -51.2% | 0.07% | −0.07 |
| PGR Progressive Corp. | Reduce -48.8% | 0.10% | −0.07 |
| AMGN Amgen Inc. | Reduce -33.9% | 0.18% | −0.07 |
| PRU Prudential Financial Inc. | Sold out | 0.00% | −0.07 |
| GILD Gilead Sciences Inc. | Reduce -62.6% | 0.05% | −0.06 |
| DAY Dayforce Inc. | Sold out | 0.00% | −0.06 |
| COP Conocophillips | Reduce -33.8% | 0.14% | −0.06 |
| ALL Allstate Corp. | Reduce -74.7% | 0.03% | −0.06 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.06 |
| PSX Phillips 66 | Reduce -83.8% | 0.01% | −0.06 |
| MCD McDonald's Corp. | Reduce -27.5% | 0.28% | −0.06 |
| PLD Prologis Inc. | Reduce -28.9% | 0.26% | −0.06 |
| BA The Boeing Co. | Reduce -75.5% | 0.03% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Reduce -58.6% | 0.03% | −0.05 |
| TJX TJX Companies Inc. | Reduce -30.0% | 0.36% | −0.05 |
| EXC Exelon Corp. | Reduce -79.3% | 0.02% | −0.05 |
| MRSH Marsh & McLennan Cos | Reduce -54.4% | 0.05% | −0.05 |
| BAC Bank of America Corp. | Reduce -39.5% | 0.28% | −0.05 |
| AMD Advanced Micro Devices | Reduce -65.4% | 0.07% | −0.05 |
| ADBE Adobe Inc. | Reduce -45.4% | 0.10% | −0.05 |
| SYK Stryker Corp. | Reduce -55.7% | 0.07% | −0.05 |
Portfolio Buys Q1 2025 → Q2 2025
| BEN Franklin Templeton Inc. | Add +2.3% | 1.00% | +0.36 |
| MCHP Microchip Technology Inc. | Add +3.0% | 0.56% | +0.26 |
| ES Eversource Energy | Add +1.8% | 0.75% | +0.17 |
| APTV Aptiv PLC | Add +64.1% | 0.27% | +0.15 |
| LRCX Lam Research Corp. | Add +75.8% | 0.22% | +0.14 |
| SWK Stanley Black & Decker Inc. | Add +25.0% | 0.52% | +0.14 |
| HCA HCA Healthcare Inc. | Add +118.3% | 0.18% | +0.12 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Add +90.4% | 0.21% | +0.12 |
| NDSN Nordson Corp. | New | 0.12% | +0.12 |
| EQT Eqt Corp. | Add +442.9% | 0.14% | +0.12 |
| TROW T Rowe Price Group Inc. | Add +0.4% | 0.51% | +0.12 |
| UAL United Airlines Holdings Inc. | New | 0.12% | +0.12 |
| DOC Healthpeak Properties Inc. | Add +708.6% | 0.12% | +0.11 |
| PYPL PayPal Holdings Inc. | Add +16.3% | 0.25% | +0.10 |
| BBY Best Buy Co. Inc. | Add +8.6% | 0.50% | +0.09 |
| ACN Accenture PLC Class A | Add +13.3% | 0.33% | +0.08 |
| MBB iShares MBS ETF | Add +1.4% | 0.37% | +0.07 |
| ESS Essex Property Trust Inc. | Add +3.2% | 0.47% | +0.07 |
| DDOG Datadog Inc. Class A | Add +147.0% | 0.09% | +0.07 |
| LECO Lincoln Electric Holdings | Add +2.5% | 0.23% | +0.06 |
| LMT Lockheed Martin Corp. | Add +11.0% | 0.21% | +0.06 |
| SON Sonoco Products Co. | Add +1.6% | 0.44% | +0.06 |
| TKO Tko Group Holdings Inc. | New | 0.06% | +0.06 |
| EXE Expand Energy Corp. | Add +129.2% | 0.09% | +0.06 |
| WAB Wabtec Corp. | Add +85.8% | 0.08% | +0.05 |
| CHRW C.H. Robinson Worldwide Inc. | Add +3.6% | 0.31% | +0.05 |
| DCI Donaldson Co. Inc. | Add +1.5% | 0.21% | +0.05 |
| ALB Albemarle Corp. | Add +20.0% | 0.21% | +0.05 |
| TTC Toro Co. | Add +3.1% | 0.22% | +0.04 |
| AON Aon PLC Class A | Add +46.1% | 0.10% | +0.04 |
| EXPD Expeditors Intl Wash Inc. | Add +3.3% | 0.19% | +0.03 |
| LUV Southwest Airlines Co. | New | 0.03% | +0.03 |
| NEM Newmont Corp. | Add +3.5% | 0.08% | +0.03 |
| DELL Dell Technologies -C | Add +34.5% | 0.04% | +0.02 |
| STX Seagate Technology Holdings | Add +28.0% | 0.04% | +0.02 |
| LULU Lululemon Athletica Inc. | Add +113.3% | 0.04% | +0.02 |
| NVR NVR Inc. | Add +48.9% | 0.05% | +0.02 |
| FELE Franklin Electric Co. Inc. | Add +3.8% | 0.12% | +0.02 |
| DRI Darden Restaurants Inc. | Add +24.0% | 0.06% | +0.02 |
| TAP Molson Coors Beverage Co. Class B | Add +67.3% | 0.04% | +0.02 |
| APG Api Group Corp. | New | 0.01% | +0.01 |
| ATI Ati Inc. | New | 0.01% | +0.01 |
| FN Fabrinet | New | 0.01% | +0.01 |
| CACI Caci International Inc. Class A | New | 0.01% | +0.01 |
| MTZ Mastec Inc. | New | 0.01% | +0.01 |
| OKTA Okta Inc. | Add +92.7% | 0.02% | +0.01 |
| SNX TD Synnex Corp. | New | 0.01% | +0.01 |
| BDX Becton Dickinson and Co. | Add +13.4% | 0.25% | +0.01 |
| DAR Darling Ingredients Inc. | New | 0.01% | +0.01 |
| HIMS Hims & Hers Health Inc. | New | 0.01% | +0.01 |
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 |