Meiji Yasuda Asset Management Co Ltd.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Meiji Yasuda Asset Management Co Ltd. reported 548 stock positions worth $2.0 billion. Its top holding was Nvidia (NVDA) at 4.3% of the portfolio, followed by Apple (AAPL, 3.5%) and Microsoft (MSFT, 2.8%). Compared with Q4 2025, it opened 37 new positions, sold out of 35, added to 213 and reduced 292. The biggest buy was Robert Half (RHI, shares +406%) and the biggest sale Microsoft (MSFT, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- Tokyo, M0
- CIK
- 0001491685
- Portfolio Value
- $2.0B (Q1 2026)
- SEC Filing
- 0001193125-26-223095 ↗ filed May 14, 2026
Holdings Value
Holdings 548 stocks · $2.0B
| NVDA Nvidia Corp. | 4.27% | 491,008 | $85.6M | Reduce -4.3% |
| AAPL Apple Inc. | 3.52% | 277,548 | $70.4M | Reduce -5.5% |
| MSFT Microsoft Corp. | 2.83% | 153,105 | $56.7M | Reduce -6.5% |
| GOOGL Alphabet Inc. Class A | 2.61% | 182,127 | $52.4M | Reduce -3.0% |
| AMZN Amazon.com Inc. | 1.93% | 185,297 | $38.6M | Reduce -7.1% |
| AVGO Broadcom Inc. | 1.53% | 98,854 | $30.6M | Add +3.9% |
| XOM Exxon Mobil Corp. | 1.47% | 173,484 | $29.4M | Reduce -7.3% |
| ABBV Abbvie Inc. | 1.43% | 131,878 | $28.7M | Reduce -20.9% |
| VZ Verizon Communications Inc. | 1.42% | 567,161 | $28.5M | Reduce -13.9% |
| META Meta Platforms Inc. Class A | 1.25% | 43,810 | $25.1M | Reduce -6.3% |
| JNJ Johnson & Johnson | 1.23% | 100,424 | $24.5M | Reduce -8.9% |
| JPM JPMorgan Chase & Co. | 1.11% | 75,818 | $22.3M | Reduce -3.2% |
| PG The Procter & Gamble Co. | 1.05% | 145,905 | $21.1M | Add +3.0% |
| KO The Coca-Cola Co. | 1.03% | 271,758 | $20.7M | Add +2.6% |
| WMT Walmart Inc. | 1.01% | 163,550 | $20.3M | Reduce -8.0% |
| V Visa Inc. Class A | 0.96% | 63,731 | $19.3M | Add +3.0% |
| PEP Pepsico Inc. | 0.90% | 115,836 | $18.0M | Reduce -9.0% |
| NEE Nextera Energy Inc. | 0.89% | 191,319 | $17.8M | Reduce -6.2% |
| RHI Robert Half Inc. | 0.88% | 695,450 | $17.7M | Add +406.4% |
| EIX Edison International | 0.87% | 238,695 | $17.5M | Add +31.8% |
| TSLA Tesla Inc. | 0.87% | 46,704 | $17.4M | Reduce -1.5% |
| O Realty Income Corp. | 0.85% | 279,590 | $17.1M | Reduce -4.8% |
| HD Home Depot Inc. | 0.73% | 44,338 | $14.6M | Add +7.5% |
| AMCR Amcor PLC | 0.71% | 359,669 | $14.3M | Add +29.0% |
| LLY Eli Lilly & Co. | 0.70% | 15,242 | $14.0M | Reduce -1.5% |
| TGT Target Corp. | 0.69% | 114,258 | $13.8M | Add +68.1% |
| BBY Best Buy Co. Inc. | 0.66% | 206,841 | $13.3M | Add +45.3% |
| SON Sonoco Products Co. | 0.65% | 242,092 | $13.1M | Add +21.1% |
| CMI Cummins Inc. | 0.63% | 23,577 | $12.7M | Add +64.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.61% | 76,973 | $12.3M | Add +2.5% |
| BEN Franklin Templeton Inc. | 0.61% | 518,837 | $12.3M | Reduce -39.4% |
| KMB Kimberly-Clark Corp. | 0.61% | 126,231 | $12.2M | Add +52.3% |
| TXN Texas Instruments Inc. | 0.58% | 59,508 | $11.6M | Reduce -9.1% |
| CLX Clorox Company | 0.56% | 108,336 | $11.2M | Add +118.0% |
| MDT Medtronic PLC | 0.55% | 128,226 | $11.1M | Reduce -0.6% |
| HRL Hormel Foods Corp. | 0.55% | 488,632 | $11.1M | Add +50.2% |
| FRT Federal Realty Invs Trust | 0.55% | 104,163 | $11.1M | Add +8.3% |
| GOOG Alphabet Inc. Class C | 0.55% | 38,129 | $10.9M | Reduce -2.2% |
| USB US Bancorp | 0.53% | 203,492 | $10.6M | Reduce -7.2% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.52% | 115,598 | $10.4M | Add +17.7% |
| BLK BlackRock Inc. | 0.52% | 10,825 | $10.4M | Reduce -2.1% |
| ED Consolidated Edison Inc. | 0.52% | 91,963 | $10.4M | Reduce -14.9% |
| ES Eversource Energy | 0.52% | 150,143 | $10.4M | Reduce -32.9% |
| SR Spire Inc. | 0.51% | 113,871 | $10.3M | Add +25.3% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.50% | 104,773 | $10.1M | Add +15.1% |
| ECL Ecolab Inc. | 0.50% | 37,511 | $10.0M | Add +4.0% |
| ADM Archer-Daniels-Midland Co. | 0.49% | 134,261 | $9.8M | Reduce -27.3% |
| PLTR Palantir Technologies Inc. Class A | 0.48% | 65,506 | $9.6M | Add +22.1% |
| CHRW C.H. Robinson Worldwide Inc. | 0.48% | 57,451 | $9.5M | Reduce -37.1% |
| CVX Chevron Corp. | 0.48% | 46,032 | $9.5M | Reduce -61.1% |
| EOG EOG Resources Inc. | 0.47% | 65,277 | $9.4M | Reduce -5.6% |
| WLK Westlake Corp. | 0.46% | 79,478 | $9.3M | New |
| AXP American Express Co. | 0.46% | 30,629 | $9.3M | Reduce -4.2% |
| OGS One Gas Inc. | 0.46% | 106,191 | $9.1M | Add +3.2% |
| RSG Republic Services Inc. | 0.45% | 41,580 | $9.1M | Reduce -4.2% |
| BKNG Booking Holdings Inc. | 0.45% | 2,162 | $9.1M | Reduce -2.2% |
| C Citigroup Inc. | 0.45% | 80,202 | $9.1M | Reduce -3.3% |
| SWK Stanley Black & Decker Inc. | 0.45% | 127,749 | $9.1M | Reduce -18.7% |
| WTRG Essential Utilities Inc. | 0.45% | 223,268 | $9.0M | Reduce -11.0% |
| ESS Essex Property Trust Inc. | 0.45% | 37,094 | $9.0M | Add +9.2% |
| APD Air Products & Chemicals Inc. | 0.44% | 30,674 | $8.9M | Add +16.3% |
| GWW WW Grainger Inc. | 0.42% | 7,788 | $8.5M | Add +35.2% |
| CL Colgate-Palmolive Co. | 0.42% | 98,020 | $8.4M | Add +3.8% |
| CAT Caterpillar Inc. | 0.42% | 11,756 | $8.3M | Add +0.8% |
| ELS Equity Lifestyle Properties | 0.41% | 132,853 | $8.3M | Add +18.8% |
| AVA Avista Corp. | 0.41% | 206,368 | $8.3M | New |
| ABT Abbott Laboratories | 0.41% | 80,631 | $8.3M | Reduce -44.4% |
| WELL Welltower Inc. | 0.40% | 40,258 | $8.0M | Reduce -3.3% |
| PII Polaris Inc. | 0.40% | 145,416 | $7.9M | New |
| ITW Illinois Tool Works | 0.39% | 30,376 | $7.9M | Add +3.5% |
| UNH Unitedhealth Group Inc. | 0.39% | 29,055 | $7.9M | Reduce -1.9% |
| SCHW Schwab (charles) Corp. | 0.39% | 82,744 | $7.8M | Reduce -5.2% |
| CSCO Cisco Systems Inc. | 0.38% | 98,179 | $7.6M | Reduce -0.9% |
| PM Philip Morris International | 0.38% | 46,003 | $7.6M | Reduce -22.0% |
| ADI Analog Devices Inc. | 0.38% | 23,822 | $7.6M | Reduce -32.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.38% | 22,402 | $7.6M | Reduce -5.1% |
| LIN Linde PLC | 0.38% | 15,218 | $7.5M | Add +25.6% |
| MRK Merck & Co. Inc. | 0.38% | 62,447 | $7.5M | Reduce -1.9% |
| NFG National Fuel Gas Co. | 0.37% | 78,906 | $7.4M | Reduce -40.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 15,256 | $7.3M | Reduce -1.3% |
| ACN Accenture PLC Class A | 0.36% | 36,374 | $7.2M | Add +133.4% |
| QCOM Qualcomm Inc. | 0.36% | 55,846 | $7.2M | Reduce -6.1% |
| SYY Sysco Corp. | 0.36% | 100,111 | $7.1M | Reduce -1.3% |
| SPGI S&P Global Inc. | 0.35% | 16,457 | $7.0M | Reduce -23.9% |
| LOW Lowe's Cos Inc. | 0.34% | 29,148 | $6.9M | Reduce -7.9% |
| PPG PPG Industries Inc. | 0.34% | 63,075 | $6.7M | Add +14.9% |
| ADP Automatic Data Processing | 0.34% | 33,077 | $6.7M | Add +15.6% |
| GEV GE Vernova Inc. | 0.33% | 7,666 | $6.7M | Add +11.5% |
| NFLX Netflix Inc. | 0.33% | 69,485 | $6.7M | Add +2.6% |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.33% | 88,246 | $6.7M | Add +55.1% |
| FAST Fastenal Co. | 0.33% | 142,552 | $6.6M | Add +480.8% |
| AME Ametek Inc. | 0.33% | 30,710 | $6.6M | Reduce -2.1% |
| TMO Thermo Fisher Scientific Inc. | 0.32% | 13,161 | $6.5M | Reduce -3.8% |
| AFL Aflac Inc. | 0.32% | 58,300 | $6.4M | Reduce -15.9% |
| NKE Nike Inc. Class B | 0.31% | 119,005 | $6.3M | Add +17.5% |
| LMT Lockheed Martin Corp. | 0.31% | 10,303 | $6.2M | Reduce -0.3% |
| PANW Palo Alto Networks Inc. | 0.31% | 38,152 | $6.1M | Reduce -8.5% |
| SRE Sempra | 0.31% | 62,926 | $6.1M | Reduce -4.1% |
| KEYS Keysight Technologies Inc. | 0.30% | 21,563 | $6.1M | Reduce -4.4% |
| CWT California Water Service Grp | 0.30% | 134,116 | $6.1M | Add +58.2% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -6.5% | 2.83% | −0.98 |
| UGI Ugi Corp. | Sold out | 0.00% | −0.78 |
| ABT Abbott Laboratories | Reduce -44.4% | 0.41% | −0.46 |
| ABBV Abbvie Inc. | Reduce -20.9% | 1.43% | −0.40 |
| CVX Chevron Corp. | Reduce -61.1% | 0.48% | −0.39 |
| BEN Franklin Templeton Inc. | Reduce -39.4% | 0.61% | −0.37 |
| MBB iShares MBS ETF | Reduce -92.6% | 0.03% | −0.34 |
| NVDA Nvidia Corp. | Reduce -4.3% | 4.27% | −0.33 |
| AAPL Apple Inc. | Reduce -5.5% | 3.52% | −0.32 |
| NJR New Jersey Resources Corp. | Sold out | 0.00% | −0.29 |
| AMZN Amazon.com Inc. | Reduce -7.1% | 1.93% | −0.29 |
| EXPD Expeditors Intl Wash Inc. | Reduce -95.0% | 0.01% | −0.24 |
| META Meta Platforms Inc. Class A | Reduce -6.3% | 1.25% | −0.23 |
| CAH Cardinal Health Inc. | Reduce -65.1% | 0.14% | −0.23 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -37.1% | 0.48% | −0.23 |
| GOOGL Alphabet Inc. Class A | Reduce -3.0% | 2.61% | −0.21 |
| GE General Electric | Reduce -64.8% | 0.11% | −0.21 |
| ES Eversource Energy | Reduce -32.9% | 0.52% | −0.20 |
| NOW ServiceNow Inc. | Reduce -23.4% | 0.24% | −0.20 |
| MA Mastercard Inc. Class A | Reduce -54.2% | 0.14% | −0.20 |
| SPGI S&P Global Inc. | Reduce -23.9% | 0.35% | −0.19 |
| ALB Albemarle Corp. | Reduce -66.3% | 0.14% | −0.18 |
| MCHP Microchip Technology Inc. | Reduce -40.6% | 0.29% | −0.17 |
| ROP Roper Technologies Inc. | Reduce -49.7% | 0.12% | −0.16 |
| TSLA Tesla Inc. | Reduce -1.5% | 0.87% | −0.16 |
| NUE Nucor Corp. | Reduce -51.5% | 0.16% | −0.14 |
| NFG National Fuel Gas Co. | Reduce -40.9% | 0.37% | −0.14 |
| RTX RTX Corp. | Reduce -56.6% | 0.13% | −0.14 |
| SNPS Synopsys Inc. | Reduce -44.2% | 0.13% | −0.13 |
| QCOM Qualcomm Inc. | Reduce -6.1% | 0.36% | −0.13 |
| RGLD Royal Gold Inc. | Reduce -60.2% | 0.12% | −0.13 |
| HST Host Hotels & Resorts Inc. | Sold out | 0.00% | −0.12 |
| BKNG Booking Holdings Inc. | Reduce -2.2% | 0.45% | −0.11 |
| DCI Donaldson Co. Inc. | Reduce -43.0% | 0.14% | −0.11 |
| VMRK Vivmark Residential | Reduce -70.6% | 0.04% | −0.11 |
| SWK Stanley Black & Decker Inc. | Reduce -18.7% | 0.45% | −0.11 |
| AXP American Express Co. | Reduce -4.2% | 0.46% | −0.11 |
| BSX Boston Scientific Corp. | Reduce -4.7% | 0.20% | −0.11 |
| CARR Carrier Global Corp. | Reduce -90.7% | 0.01% | −0.10 |
| EXE Expand Energy Corp. | Reduce -87.0% | 0.02% | −0.10 |
| LLY Eli Lilly & Co. | Reduce -1.5% | 0.70% | −0.10 |
| JPM JPMorgan Chase & Co. | Reduce -3.2% | 1.11% | −0.10 |
| PINS Pinterest Inc. Class A | Reduce -83.5% | 0.01% | −0.10 |
| MRSH Marsh & McLennan Cos | Reduce -43.4% | 0.11% | −0.09 |
| AIZ Assurant Inc. | Reduce -32.9% | 0.16% | −0.09 |
| JCI Johnson Controls Internation | Reduce -47.9% | 0.13% | −0.09 |
| JKHY Jack Henry & Associates Inc. | Reduce -34.9% | 0.13% | −0.09 |
| SOLV Solventum Corp. | Reduce -65.9% | 0.04% | −0.09 |
| COST Costco Wholesale Corp. | Reduce -38.7% | 0.23% | −0.08 |
| ADI Analog Devices Inc. | Reduce -32.4% | 0.38% | −0.08 |
Portfolio Buys Q4 2025 → Q1 2026
| RHI Robert Half Inc. | Add +406.4% | 0.88% | +0.70 |
| WLK Westlake Corp. | New | 0.46% | +0.46 |
| AVA Avista Corp. | New | 0.41% | +0.41 |
| PII Polaris Inc. | New | 0.40% | +0.40 |
| TGT Target Corp. | Add +68.1% | 0.69% | +0.37 |
| EIX Edison International | Add +31.8% | 0.87% | +0.35 |
| CLX Clorox Company | Add +118.0% | 0.56% | +0.32 |
| FAST Fastenal Co. | Add +480.8% | 0.33% | +0.28 |
| CMI Cummins Inc. | Add +64.3% | 0.63% | +0.28 |
| NET Cloudflare Inc. Class A | New | 0.26% | +0.26 |
| THG Hanover Insurance Group Inc./ | New | 0.26% | +0.26 |
| AEIS Advanced Energy Industries | New | 0.24% | +0.24 |
| SON Sonoco Products Co. | Add +21.1% | 0.65% | +0.23 |
| RPM RPM International Inc. | Add +801.8% | 0.25% | +0.22 |
| KMB Kimberly-Clark Corp. | Add +52.3% | 0.61% | +0.21 |
| BBY Best Buy Co. Inc. | Add +45.3% | 0.66% | +0.20 |
| HRL Hormel Foods Corp. | Add +50.2% | 0.55% | +0.18 |
| WFC Wells Fargo & Co. | Add +167.1% | 0.29% | +0.16 |
| RMBS Rambus Inc. | Add +1486.4% | 0.17% | +0.16 |
| ACN Accenture PLC Class A | Add +133.4% | 0.36% | +0.16 |
| SNDK Sandisk Corp. | New | 0.16% | +0.16 |
| WDC Western Digital Corp. | New | 0.16% | +0.16 |
| AMCR Amcor PLC | Add +29.0% | 0.71% | +0.15 |
| SR Spire Inc. | Add +25.3% | 0.51% | +0.15 |
| GWW WW Grainger Inc. | Add +35.2% | 0.42% | +0.14 |
| AMP Ameriprise Financial Inc. | New | 0.14% | +0.14 |
| PRU Prudential Financial Inc. | New | 0.14% | +0.14 |
| KO The Coca-Cola Co. | Add +2.6% | 1.03% | +0.14 |
| EW Edwards Lifesciences Corp. | Add +698.0% | 0.16% | +0.14 |
| AWR American States Water Co. | Add +55.1% | 0.33% | +0.13 |
| APD Air Products & Chemicals Inc. | Add +16.3% | 0.44% | +0.13 |
| NDSN Nordson Corp. | Add +333.4% | 0.16% | +0.13 |
| LIN Linde PLC | Add +25.6% | 0.38% | +0.13 |
| MO Altria Group Inc. | Add +76.1% | 0.25% | +0.13 |
| CWT California Water Service Grp | Add +58.2% | 0.30% | +0.13 |
| DE Deere & Co. | Add +54.4% | 0.26% | +0.13 |
| UTHR United Therapeutics Corp. | Add +53.0% | 0.25% | +0.12 |
| ESI Element Solutions Inc. | Add +68.4% | 0.21% | +0.12 |
| GEV GE Vernova Inc. | Add +11.5% | 0.33% | +0.12 |
| KKR KKR & Co. Inc. | Add +499.9% | 0.15% | +0.11 |
| J Jacobs Solutions Inc. | Add +701.3% | 0.13% | +0.11 |
| STE Steris PLC | New | 0.10% | +0.10 |
| CAT Caterpillar Inc. | Add +0.8% | 0.42% | +0.09 |
| ELS Equity Lifestyle Properties | Add +18.8% | 0.41% | +0.09 |
| FRT Federal Realty Invs Trust | Add +8.3% | 0.55% | +0.09 |
| ATR Aptargroup Inc. | Add +57.7% | 0.20% | +0.08 |
| SJM The JM Smucker Co. | Add +15.1% | 0.50% | +0.08 |
| PG The Procter & Gamble Co. | Add +3.0% | 1.05% | +0.08 |
| TPL Texas Pacific Land Corp. | Add +39.5% | 0.13% | +0.07 |
| OGS One Gas Inc. | Add +3.2% | 0.46% | +0.07 |
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 |