Meiji Yasuda Asset Management Co Ltd.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Meiji Yasuda Asset Management Co Ltd. reported 546 stock positions worth $2.1 billion. Its top holding was Nvidia (NVDA) at 4.6% of the portfolio, followed by Apple (AAPL, 3.8%) and Microsoft (MSFT, 3.8%). Compared with Q3 2025, it opened 34 new positions, sold out of 31, added to 166 and reduced 296. The biggest buy was C.H. Robinson Worldwide (CHRW, shares +42%) and the biggest sale Microsoft (MSFT, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Tokyo, M0
- CIK
- 0001491685
- Portfolio Value
- $2.1B (Q4 2025)
- SEC Filing
- 0001193125-26-041086 ↗ filed Feb 6, 2026
Holdings Value
Holdings 546 stocks · $2.1B
| NVDA Nvidia Corp. | 4.60% | 513,195 | $95.7M | Reduce -6.4% |
| AAPL Apple Inc. | 3.84% | 293,813 | $79.9M | Reduce -5.6% |
| MSFT Microsoft Corp. | 3.81% | 163,728 | $79.2M | Reduce -4.4% |
| GOOGL Alphabet Inc. Class A | 2.82% | 187,683 | $58.7M | Reduce -8.1% |
| AMZN Amazon.com Inc. | 2.21% | 199,498 | $46.0M | Reduce -3.5% |
| ABBV Abbvie Inc. | 1.83% | 166,672 | $38.1M | Reduce -0.5% |
| AVGO Broadcom Inc. | 1.58% | 95,145 | $32.9M | Add +1.6% |
| META Meta Platforms Inc. Class A | 1.48% | 46,742 | $30.9M | Reduce -5.0% |
| VZ Verizon Communications Inc. | 1.29% | 658,473 | $26.8M | Add +7.0% |
| JPM JPMorgan Chase & Co. | 1.21% | 78,296 | $25.2M | Reduce -5.7% |
| JNJ Johnson & Johnson | 1.10% | 110,240 | $22.8M | Reduce -2.5% |
| XOM Exxon Mobil Corp. | 1.08% | 187,209 | $22.5M | Reduce -3.4% |
| V Visa Inc. Class A | 1.04% | 61,845 | $21.7M | Reduce -5.0% |
| TSLA Tesla Inc. | 1.02% | 47,406 | $21.3M | Reduce -3.9% |
| BEN Franklin Templeton Inc. | 0.98% | 856,041 | $20.5M | Add +2.2% |
| PG The Procter & Gamble Co. | 0.98% | 141,676 | $20.3M | Add +5.9% |
| WMT Walmart Inc. | 0.95% | 177,760 | $19.8M | Reduce -18.3% |
| KO The Coca-Cola Co. | 0.89% | 264,955 | $18.5M | Reduce -15.2% |
| PEP Pepsico Inc. | 0.88% | 127,341 | $18.3M | Add +14.9% |
| ABT Abbott Laboratories | 0.87% | 145,108 | $18.2M | Reduce -1.1% |
| CVX Chevron Corp. | 0.87% | 118,322 | $18.0M | Reduce -1.3% |
| LLY Eli Lilly & Co. | 0.80% | 15,474 | $16.6M | Reduce -2.3% |
| O Realty Income Corp. | 0.80% | 293,553 | $16.5M | Add +2.0% |
| NEE Nextera Energy Inc. | 0.79% | 203,942 | $16.4M | Reduce -15.3% |
| UGI Ugi Corp. | 0.78% | 431,818 | $16.2M | Reduce -0.5% |
| ES Eversource Energy | 0.72% | 223,722 | $15.1M | Reduce -3.4% |
| CHRW C.H. Robinson Worldwide Inc. | 0.71% | 91,273 | $14.7M | Add +41.8% |
| HD Home Depot Inc. | 0.68% | 41,257 | $14.2M | Reduce -4.3% |
| MDT Medtronic PLC | 0.60% | 128,963 | $12.4M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 0.59% | 38,988 | $12.2M | Add +1.4% |
| BKNG Booking Holdings Inc. | 0.57% | 2,211 | $11.8M | Reduce -6.4% |
| BLK BlackRock Inc. | 0.57% | 11,056 | $11.8M | Reduce -5.0% |
| AXP American Express Co. | 0.57% | 31,972 | $11.8M | Reduce -14.8% |
| USB US Bancorp | 0.56% | 219,329 | $11.7M | Reduce -2.1% |
| SWK Stanley Black & Decker Inc. | 0.56% | 157,073 | $11.7M | Add +7.2% |
| AMCR Amcor PLC | 0.56% | 1,393,951 | $11.6M | Add +0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.55% | 75,094 | $11.5M | Add +57.3% |
| TXN Texas Instruments Inc. | 0.55% | 65,471 | $11.4M | Add +3.7% |
| SPGI S&P Global Inc. | 0.54% | 21,625 | $11.3M | Reduce -6.7% |
| EIX Edison International | 0.52% | 181,118 | $10.9M | Reduce -4.9% |
| ED Consolidated Edison Inc. | 0.52% | 108,134 | $10.7M | Reduce -1.6% |
| NFG National Fuel Gas Co. | 0.51% | 133,477 | $10.7M | Add +11.8% |
| ADM Archer-Daniels-Midland Co. | 0.51% | 184,639 | $10.6M | Reduce -3.5% |
| QCOM Qualcomm Inc. | 0.49% | 59,471 | $10.2M | Reduce -3.3% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.48% | 98,197 | $10.1M | Reduce -0.5% |
| UNH Unitedhealth Group Inc. | 0.47% | 29,629 | $9.8M | Reduce -6.2% |
| MCHP Microchip Technology Inc. | 0.47% | 152,254 | $9.7M | Reduce -0.6% |
| FRT Federal Realty Invs Trust | 0.47% | 96,179 | $9.7M | Reduce -15.8% |
| C Citigroup Inc. | 0.47% | 82,946 | $9.7M | Reduce -8.2% |
| WTRG Essential Utilities Inc. | 0.46% | 250,923 | $9.6M | Reduce -4.2% |
| ADI Analog Devices Inc. | 0.46% | 35,253 | $9.6M | Add +0.8% |
| PLTR Palantir Technologies Inc. Class A | 0.46% | 53,631 | $9.5M | Reduce -0.7% |
| BBY Best Buy Co. Inc. | 0.46% | 142,342 | $9.5M | Reduce -11.3% |
| ECL Ecolab Inc. | 0.46% | 36,074 | $9.5M | Reduce -5.4% |
| PM Philip Morris International | 0.45% | 58,963 | $9.5M | Add +0.1% |
| RSG Republic Services Inc. | 0.44% | 43,392 | $9.2M | Reduce -3.7% |
| NOW ServiceNow Inc. | 0.44% | 59,766 | $9.2M | Reduce -3.6% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.43% | 91,048 | $8.9M | Add +3.4% |
| ESS Essex Property Trust Inc. | 0.43% | 33,973 | $8.9M | Add +1.1% |
| SON Sonoco Products Co. | 0.42% | 199,927 | $8.7M | Add +3.6% |
| SCHW Schwab (charles) Corp. | 0.42% | 87,320 | $8.7M | Reduce -1.2% |
| KMB Kimberly-Clark Corp. | 0.40% | 82,906 | $8.4M | Add +2.8% |
| OGS One Gas Inc. | 0.38% | 102,870 | $7.9M | Reduce -1.9% |
| TMO Thermo Fisher Scientific Inc. | 0.38% | 13,677 | $7.9M | Reduce -6.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 15,455 | $7.8M | Add +2.0% |
| ETN Eaton Corp. PLC | 0.37% | 24,287 | $7.7M | Reduce -14.9% |
| WELL Welltower Inc. | 0.37% | 41,651 | $7.7M | Reduce -5.2% |
| HRL Hormel Foods Corp. | 0.37% | 325,398 | $7.7M | Add +1.8% |
| PANW Palo Alto Networks Inc. | 0.37% | 41,688 | $7.7M | Reduce -0.7% |
| AFL Aflac Inc. | 0.37% | 69,348 | $7.6M | Add +3.1% |
| MBB iShares MBS ETF | 0.37% | 80,246 | $7.6M | Reduce -0.6% |
| CSCO Cisco Systems Inc. | 0.37% | 99,119 | $7.6M | Reduce -1.8% |
| LOW Lowe's Cos Inc. | 0.37% | 31,660 | $7.6M | Add +1.4% |
| CAH Cardinal Health Inc. | 0.37% | 37,141 | $7.6M | Reduce -1.5% |
| SR Spire Inc. | 0.36% | 90,911 | $7.5M | Reduce -6.5% |
| SYY Sysco Corp. | 0.36% | 101,442 | $7.5M | Add +4.0% |
| CL Colgate-Palmolive Co. | 0.36% | 94,452 | $7.5M | Reduce -24.1% |
| ADP Automatic Data Processing | 0.35% | 28,604 | $7.4M | Add +0.7% |
| CMI Cummins Inc. | 0.35% | 14,351 | $7.3M | Add +301.4% |
| EOG EOG Resources Inc. | 0.35% | 69,161 | $7.3M | Reduce -3.7% |
| ITW Illinois Tool Works | 0.35% | 29,339 | $7.2M | Add +1.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.34% | 23,612 | $7.2M | Reduce -8.2% |
| ISRG Intuitive Surgical Inc. | 0.34% | 12,508 | $7.1M | Reduce -7.9% |
| MA Mastercard Inc. Class A | 0.33% | 12,200 | $7.0M | Reduce -0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 23,117 | $6.8M | Reduce -2.0% |
| ELS Equity Lifestyle Properties | 0.33% | 111,868 | $6.8M | Reduce -4.2% |
| MRK Merck & Co. Inc. | 0.32% | 63,682 | $6.7M | Add +0.1% |
| HEI.A Heico Corp. Class A | 0.32% | 26,535 | $6.7M | Reduce -8.5% |
| CAT Caterpillar Inc. | 0.32% | 11,658 | $6.7M | Reduce -43.9% |
| TGT Target Corp. | 0.32% | 67,974 | $6.6M | Reduce -4.5% |
| COST Costco Wholesale Corp. | 0.32% | 7,689 | $6.6M | Add +63.9% |
| MU Micron Technology Inc. | 0.32% | 23,192 | $6.6M | Add +231.7% |
| EMR Emerson Electric Co. | 0.32% | 49,739 | $6.6M | Reduce -2.0% |
| ALB Albemarle Corp. | 0.32% | 46,430 | $6.6M | Reduce -11.4% |
| GE General Electric filed as GE AEROSPACE | 0.31% | 21,201 | $6.5M | Reduce -4.3% |
| APD Air Products & Chemicals Inc. | 0.31% | 26,384 | $6.5M | Add +6.2% |
| NKE Nike Inc. Class B | 0.31% | 101,305 | $6.5M | Add +0.8% |
| AME Ametek Inc. | 0.31% | 31,386 | $6.4M | Reduce -10.2% |
| MKC McCormick & Co.-Non VTG SHRS | 0.31% | 94,263 | $6.4M | Reduce -2.8% |
| NFLX Netflix Inc. | 0.31% | 67,752 | $6.4M | Add +12.4% |
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -4.4% | 3.81% | −0.42 |
| NVDA Nvidia Corp. | Reduce -6.4% | 4.60% | −0.27 |
| META Meta Platforms Inc. Class A | Reduce -5.0% | 1.48% | −0.24 |
| XYL Xylem Inc. | Sold out | 0.00% | −0.20 |
| SW Smurfit Westrock PLC | Sold out | 0.00% | −0.20 |
| LIN Linde PLC | Reduce -34.1% | 0.25% | −0.17 |
| WFC Wells Fargo & Co. | Reduce -61.0% | 0.12% | −0.15 |
| CAT Caterpillar Inc. | Reduce -43.9% | 0.32% | −0.15 |
| APTV Aptiv PLC | Reduce -43.0% | 0.15% | −0.15 |
| HD Home Depot Inc. | Reduce -4.3% | 0.68% | −0.15 |
| FISV Fiserv Inc. | Reduce -81.4% | 0.02% | −0.14 |
| MPWR Monolithic Power Systems Inc. | Reduce -84.3% | 0.03% | −0.14 |
| ETN Eaton Corp. PLC | Reduce -14.9% | 0.37% | −0.14 |
| DOC Healthpeak Properties Inc. | Sold out | 0.00% | −0.14 |
| UNP Union Pacific Corp. | Reduce -37.6% | 0.21% | −0.13 |
| GD General Dynamics Corp. | Reduce -60.5% | 0.09% | −0.13 |
| EQT Eqt Corp. | Sold out | 0.00% | −0.13 |
| BBY Best Buy Co. Inc. | Reduce -11.3% | 0.46% | −0.12 |
| WMT Walmart Inc. | Reduce -18.3% | 0.95% | −0.12 |
| CL Colgate-Palmolive Co. | Reduce -24.1% | 0.36% | −0.11 |
| ROP Roper Technologies Inc. | Reduce -19.4% | 0.28% | −0.11 |
| LRCX Lam Research Corp. | Reduce -56.2% | 0.13% | −0.10 |
| NOW ServiceNow Inc. | Reduce -3.6% | 0.44% | −0.10 |
| KO The Coca-Cola Co. | Reduce -15.2% | 0.89% | −0.10 |
| PYPL PayPal Holdings Inc. | Reduce -36.0% | 0.12% | −0.10 |
| ORCL Oracle Corp. | Reduce -2.5% | 0.20% | −0.10 |
| ORLY O'reilly Automotive Inc. | Reduce -54.8% | 0.06% | −0.09 |
| FRT Federal Realty Invs Trust | Reduce -15.8% | 0.47% | −0.08 |
| INCY Incyte Corp. | Reduce -79.7% | 0.03% | −0.08 |
| NEE Nextera Energy Inc. | Reduce -15.3% | 0.79% | −0.08 |
| BLK BlackRock Inc. | Reduce -5.0% | 0.57% | −0.08 |
| JBL Jabil Inc. | Reduce -86.7% | 0.01% | −0.08 |
| DAY Dayforce Inc. | Sold out | 0.00% | −0.07 |
| NDAQ Nasdaq Inc. | Reduce -61.9% | 0.05% | −0.07 |
| BFAM Bright Horizons Family Solut | Sold out | 0.00% | −0.06 |
| ABT Abbott Laboratories | Reduce -1.1% | 0.87% | −0.06 |
| ES Eversource Energy | Reduce -3.4% | 0.72% | −0.06 |
| VRT Vertiv Holdings Co. Class A | Reduce -26.7% | 0.22% | −0.06 |
| PWR Quanta Services Inc. | Reduce -20.5% | 0.26% | −0.06 |
| CARR Carrier Global Corp. | Reduce -24.1% | 0.12% | −0.06 |
| STX Seagate Technology Holdings | Reduce -83.7% | 0.01% | −0.05 |
| RSG Republic Services Inc. | Reduce -3.7% | 0.44% | −0.05 |
| EXE Expand Energy Corp. | Reduce -32.9% | 0.12% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -6.2% | 0.47% | −0.05 |
| OMC Omnicom Group | Reduce -65.0% | 0.03% | −0.05 |
| MCD McDonald's Corp. | Reduce -15.3% | 0.29% | −0.05 |
| CEG Constellation Energy | Reduce -34.0% | 0.11% | −0.04 |
| MELI MercadoLibre Inc. | Reduce -8.2% | 0.17% | −0.04 |
| ECL Ecolab Inc. | Reduce -5.4% | 0.46% | −0.04 |
| BKNG Booking Holdings Inc. | Reduce -6.4% | 0.57% | −0.04 |
Portfolio Buys Q3 2025 → Q4 2025
| CHRW C.H. Robinson Worldwide Inc. | Add +41.8% | 0.71% | +0.30 |
| CMI Cummins Inc. | Add +301.4% | 0.35% | +0.28 |
| MU Micron Technology Inc. | Add +231.7% | 0.32% | +0.26 |
| TJX TJX Companies Inc. | Add +57.3% | 0.55% | +0.23 |
| RTX RTX Corp. | Add +227.8% | 0.27% | +0.19 |
| APP AppLovin Corp. Class A | Add +782.1% | 0.19% | +0.17 |
| APO Apollo Global Management Inc. | Add +1137.5% | 0.17% | +0.16 |
| BMY Bristol-Myers Squibb Co. | Add +353.6% | 0.18% | +0.15 |
| ROST Ross Stores Inc. | New | 0.15% | +0.15 |
| GOOG Alphabet Inc. Class C | Add +1.4% | 0.59% | +0.14 |
| VMRK Vivmark Residential | Add +1180.5% | 0.15% | +0.14 |
| PEP Pepsico Inc. | Add +14.9% | 0.88% | +0.14 |
| FIS Fidelity National Info Serv | Add +1091.2% | 0.15% | +0.14 |
| P Everpure Inc. Class A | Add +507.9% | 0.15% | +0.12 |
| LMT Lockheed Martin Corp. | Add +96.5% | 0.24% | +0.12 |
| AVGO Broadcom Inc. | Add +1.6% | 1.58% | +0.11 |
| COST Costco Wholesale Corp. | Add +63.9% | 0.32% | +0.11 |
| MPC Marathon Petroleum Corp. | Add +483.4% | 0.14% | +0.11 |
| DE Deere & Co. | Add +375.6% | 0.13% | +0.11 |
| UTHR United Therapeutics Corp. | Add +338.9% | 0.13% | +0.11 |
| VLO Valero Energy Corp. | Add +846.9% | 0.12% | +0.10 |
| VICI Vici Properties Inc. | Add +264.7% | 0.14% | +0.10 |
| BMI Badger Meter Inc. | Add +70.3% | 0.24% | +0.10 |
| JKHY Jack Henry & Associates Inc. | Add +26.4% | 0.22% | +0.08 |
| FDX FedEx Corp. | Add +20.4% | 0.22% | +0.07 |
| HST Host Hotels & Resorts Inc. | Add +139.2% | 0.12% | +0.07 |
| MRK Merck & Co. Inc. | Add +0.1% | 0.32% | +0.07 |
| ELV Elevance Health Inc. | Add +145.9% | 0.10% | +0.06 |
| NOC Northrop Grumman Corp. | Add +181.5% | 0.10% | +0.06 |
| DOV Dover Corp. | Add +28.7% | 0.18% | +0.06 |
| BEN Franklin Templeton Inc. | Add +2.2% | 0.98% | +0.06 |
| EXPD Expeditors Intl Wash Inc. | Add +3.9% | 0.25% | +0.05 |
| ADI Analog Devices Inc. | Add +0.8% | 0.46% | +0.05 |
| AOS Smith (a.o.) Corp. | New | 0.05% | +0.05 |
| SWK Stanley Black & Decker Inc. | Add +7.2% | 0.56% | +0.04 |
| CTSH Cognizant Tech Solutions-A | Add +173.9% | 0.05% | +0.04 |
| SOLV Solventum Corp. | Add +29.7% | 0.12% | +0.04 |
| OTIS Otis Worldwide Corp. | New | 0.04% | +0.04 |
| AIZ Assurant Inc. | Add +2.9% | 0.25% | +0.03 |
| GEV GE Vernova Inc. | Add +8.0% | 0.22% | +0.03 |
| COF Capital One Financial Corp. | Add +44.4% | 0.07% | +0.03 |
| CB Chubb Ltd. | Add +0.2% | 0.26% | +0.03 |
| MTD Mettler-Toledo International | Add +11.3% | 0.11% | +0.02 |
| WRB WR Berkley Corp. | New | 0.02% | +0.02 |
| HAL Halliburton Co. | New | 0.02% | +0.02 |
| SON Sonoco Products Co. | Add +3.6% | 0.42% | +0.02 |
| EW Edwards Lifesciences Corp. | New | 0.02% | +0.02 |
| CDW CDW Corp. | New | 0.02% | +0.02 |
| GILD Gilead Sciences Inc. | Add +23.1% | 0.07% | +0.02 |
| BR Broadridge Financial Solutio | Add +203.3% | 0.03% | +0.02 |
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 |