Meiji Yasuda Life Insurance Co
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Meiji Yasuda Life Insurance Co reported 231 stock positions worth $3.0 billion. Its top holding was Ishr Ibx Usd Invgd CB ETF-Ui (LQD) at 69.2% of the portfolio, followed by Vanguard Long-Term Corp. Bond (VCLT, 7.1%) and SS Technology Select Sector (XLK, 1.8%). Compared with Q1 2026, it opened 27 new positions, sold out of 22, added to 66 and reduced 114. The biggest buy was SS Technology Select Sector (XLK, shares +11%) and the biggest sale SS Industrial Select Sector (XLI, shares −40%).
- Most Recent 13F
- Q2 2026
- Location
- TOKYO, M0
- CIK
- 0001144492
- Portfolio Value
- $3.0B (Q2 2026)
- SEC Filing
- 0001193125-26-349164 ↗ filed Aug 13, 2026
Holdings Value
Holdings 231 stocks · $3.0B
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 69.19% | 19,120,368 | $2.1B | No change |
| VCLT Vanguard Long-Term Corp. Bond | 7.07% | 2,833,000 | $213.2M | No change |
| XLK SS Technology Select Sector | 1.82% | 288,666 | $55.0M | Add +11.4% |
| NVDA Nvidia Corp. | 1.39% | 209,312 | $41.9M | Reduce -9.5% |
| AAPL Apple Inc. | 1.17% | 122,367 | $35.4M | Reduce -6.9% |
| GOOGL Alphabet Inc. Class A | 1.06% | 89,580 | $32.0M | Reduce -2.6% |
| IBDU iShares Ibonds Dec 2029 Term | 1.01% | 1,315,000 | $30.5M | Add +11.5% |
| MSFT Microsoft Corp. | 0.78% | 62,967 | $23.5M | Reduce -3.9% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.70% | 866,000 | $21.0M | Add +14.7% |
| AMZN Amazon.com Inc. | 0.66% | 83,300 | $19.9M | Reduce -4.0% |
| AVGO Broadcom Inc. | 0.53% | 41,975 | $15.9M | Reduce -3.0% |
| XLF SS Financial Select Sector | 0.51% | 287,368 | $15.4M | Add +1.3% |
| XLI SS Industrial Select Sector | 0.46% | 75,641 | $14.0M | Reduce -40.3% |
| MU Micron Technology Inc. | 0.46% | 12,092 | $14.0M | Reduce -7.7% |
| META Meta Platforms Inc. Class A | 0.37% | 20,007 | $11.3M | Reduce -4.1% |
| JPM JPMorgan Chase & Co. | 0.32% | 29,517 | $9.7M | Reduce -2.9% |
| TSLA Tesla Inc. | 0.30% | 21,433 | $9.0M | Reduce -1.4% |
| LLY Eli Lilly & Co. | 0.29% | 7,224 | $8.7M | Reduce -1.0% |
| V Visa Inc. Class A | 0.23% | 20,067 | $6.9M | Reduce -4.0% |
| LRCX Lam Research Corp. | 0.23% | 15,832 | $6.9M | Add +11.9% |
| AMD Advanced Micro Devices | 0.22% | 11,290 | $6.6M | Reduce -7.0% |
| JNJ Johnson & Johnson | 0.20% | 23,591 | $6.0M | Reduce -8.9% |
| WMT Walmart Inc. | 0.20% | 52,431 | $5.9M | Reduce -7.9% |
| CLOA iShares Aaa Clo Act ETF-Usdi | 0.17% | 98,000 | $5.1M | No change |
| ABBV Abbvie Inc. | 0.16% | 18,918 | $4.8M | Reduce -14.7% |
| C Citigroup Inc. | 0.15% | 33,364 | $4.7M | Reduce -9.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 8,317 | $4.2M | Reduce -6.7% |
| HD Home Depot Inc. | 0.14% | 11,740 | $4.1M | Reduce -0.4% |
| VRT Vertiv Holdings Co. Class A | 0.13% | 11,867 | $4.0M | Add +7.0% |
| UNH Unitedhealth Group Inc. | 0.13% | 9,529 | $4.0M | Add +68.8% |
| PM Philip Morris International | 0.13% | 21,882 | $4.0M | Add +0.6% |
| WFC Wells Fargo & Co. | 0.13% | 47,434 | $3.9M | Add +0.7% |
| COST Costco Wholesale Corp. | 0.13% | 4,181 | $3.9M | Add +0.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 25,811 | $3.9M | Reduce -6.6% |
| CMI Cummins Inc. | 0.13% | 5,359 | $3.8M | Reduce -7.0% |
| KO The Coca-Cola Co. | 0.12% | 46,030 | $3.7M | Reduce -1.8% |
| MRVL Marvell Technology Inc. | 0.12% | 12,554 | $3.7M | Reduce -16.3% |
| PG The Procter & Gamble Co. | 0.12% | 25,193 | $3.7M | Reduce -2.0% |
| CAT Caterpillar Inc. | 0.12% | 3,376 | $3.6M | Add +6.9% |
| WELL Welltower Inc. | 0.12% | 15,694 | $3.6M | Add +8.6% |
| PWR Quanta Services Inc. | 0.12% | 4,865 | $3.5M | Reduce -3.3% |
| INTC Intel Corp. | 0.11% | 23,960 | $3.3M | New |
| PANW Palo Alto Networks Inc. | 0.11% | 9,749 | $3.3M | Reduce -13.6% |
| LIN Linde PLC | 0.11% | 6,369 | $3.3M | Reduce -18.0% |
| GEV GE Vernova Inc. | 0.11% | 2,801 | $3.3M | Reduce -10.7% |
| XOM Exxon Mobil Corp. | 0.11% | 24,009 | $3.3M | Reduce -9.4% |
| GOOG Alphabet Inc. Class C | 0.11% | 9,012 | $3.2M | Reduce -14.5% |
| GWW WW Grainger Inc. | 0.10% | 2,303 | $3.1M | Add +6.8% |
| NET Cloudflare Inc. Class A | 0.10% | 12,645 | $3.1M | Add +26.1% |
| ARM Arm Holdings PLC-ADR | 0.10% | 8,669 | $3.1M | Add +12.9% |
| NEE Nextera Energy Inc. | 0.10% | 34,164 | $3.0M | Add +0.7% |
| AXP American Express Co. | 0.10% | 8,576 | $2.9M | Reduce -3.6% |
| GE General Electric filed as GE AEROSPACE | 0.10% | 7,761 | $2.9M | Reduce -5.2% |
| NFLX Netflix Inc. | 0.10% | 40,551 | $2.9M | Reduce -5.0% |
| PLTR Palantir Technologies Inc. Class A | 0.10% | 24,532 | $2.9M | Reduce -9.7% |
| BLK BlackRock Inc. | 0.09% | 2,972 | $2.9M | Add +0.0% |
| ANET Arista Networks Inc. | 0.09% | 16,249 | $2.8M | Reduce -8.1% |
| ORCL Oracle Corp. | 0.09% | 18,398 | $2.7M | Reduce -0.6% |
| MA Mastercard Inc. Class A | 0.09% | 5,233 | $2.7M | Add +17.6% |
| EOG EOG Resources Inc. | 0.09% | 20,658 | $2.7M | Add +9.0% |
| CHRW C.H. Robinson Worldwide Inc. | 0.09% | 14,014 | $2.6M | Add +0.2% |
| AEIS Advanced Energy Industries | 0.09% | 7,032 | $2.6M | Add +23.4% |
| SCHW Schwab (charles) Corp. | 0.09% | 28,338 | $2.6M | Add +0.7% |
| GS Goldman Sachs Group Inc. | 0.08% | 2,453 | $2.5M | Reduce -0.5% |
| WDC Western Digital Corp. | 0.08% | 3,841 | $2.5M | Add +29.3% |
| CSCO Cisco Systems Inc. | 0.08% | 20,769 | $2.4M | Add +343.8% |
| WMB Williams Cos Inc. | 0.08% | 32,638 | $2.4M | Reduce -0.5% |
| XLE SS Energy Select Sector | 0.08% | 45,517 | $2.4M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.08% | 5,043 | $2.4M | Reduce -19.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.08% | 10,443 | $2.4M | Add +27.6% |
| COF Capital One Financial Corp. | 0.08% | 11,626 | $2.3M | Reduce -13.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.08% | 4,673 | $2.3M | Reduce -6.6% |
| BKNG Booking Holdings Inc. | 0.08% | 12,951 | $2.3M | Reduce -21.4% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.08% | 105,000 | $2.3M | New |
| EW Edwards Lifesciences Corp. | 0.07% | 24,900 | $2.3M | Add +39.1% |
| MPC Marathon Petroleum Corp. | 0.07% | 8,783 | $2.2M | Reduce -6.2% |
| ECL Ecolab Inc. | 0.07% | 7,878 | $2.2M | Reduce -14.1% |
| DDOG Datadog Inc. Class A | 0.07% | 8,404 | $2.2M | Add +1.5% |
| KEYS Keysight Technologies Inc. | 0.07% | 6,238 | $2.2M | No change |
| FDX FedEx Corp. | 0.07% | 6,916 | $2.2M | Reduce -10.3% |
| SPGI S&P Global Inc. | 0.07% | 5,268 | $2.1M | Add +23.5% |
| ESI Element Solutions Inc. | 0.07% | 44,785 | $2.1M | Reduce -0.0% |
| APH Amphenol Corp. Class A | 0.07% | 11,931 | $2.1M | Reduce -16.7% |
| PLD Prologis Inc. | 0.07% | 15,402 | $2.1M | Reduce -8.0% |
| NOW ServiceNow Inc. | 0.07% | 20,959 | $2.1M | Add +10.8% |
| BAC Bank of America Corp. | 0.07% | 36,380 | $2.1M | Reduce -5.3% |
| RTX RTX Corp. | 0.07% | 10,789 | $2.0M | Reduce -7.6% |
| DE Deere & Co. | 0.07% | 3,210 | $2.0M | No change |
| RMBS Rambus Inc. | 0.07% | 15,300 | $2.0M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.07% | 2,654 | $2.0M | Reduce -32.7% |
| ISRG Intuitive Surgical Inc. | 0.07% | 5,067 | $2.0M | Reduce -5.6% |
| RSG Republic Services Inc. | 0.07% | 9,225 | $2.0M | Reduce -5.1% |
| UTHR United Therapeutics Corp. | 0.06% | 3,612 | $2.0M | Add +32.9% |
| HEI.A Heico Corp. Class A | 0.06% | 7,533 | $1.9M | Reduce -6.9% |
| MRK Merck & Co. Inc. | 0.06% | 14,833 | $1.9M | Add +4.1% |
| MDT Medtronic PLC | 0.06% | 24,191 | $1.9M | Add +43.0% |
| AME Ametek Inc. | 0.06% | 7,774 | $1.9M | Add +17.4% |
| USB US Bancorp | 0.06% | 30,922 | $1.9M | Reduce -10.7% |
| EMR Emerson Electric Co. | 0.06% | 12,635 | $1.8M | Add +0.2% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.06% | 70,000 | $1.8M | New |
Portfolio Sells Q1 2026 → Q2 2026
| XLI SS Industrial Select Sector | Reduce -40.3% | 0.46% | −0.24 |
| CSL Carlisle Cos Inc. | Sold out | 0.00% | −0.06 |
| MCK McKesson Corp. | Reduce -85.9% | 0.01% | −0.05 |
| MSFT Microsoft Corp. | Reduce -3.9% | 0.78% | −0.05 |
| BSX Boston Scientific Corp. | Reduce -53.5% | 0.02% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -9.4% | 0.11% | −0.04 |
| WMT Walmart Inc. | Reduce -7.9% | 0.20% | −0.04 |
| NFLX Netflix Inc. | Reduce -5.0% | 0.10% | −0.04 |
| PLTR Palantir Technologies Inc. Class A | Reduce -9.7% | 0.10% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -41.6% | 0.05% | −0.04 |
| MCD McDonald's Corp. | Reduce -43.2% | 0.03% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -4.1% | 0.37% | −0.03 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.03 |
| HON Honeywell International Inc. | Reduce -0.1% | 0.03% | −0.03 |
| ETN Eaton Corp. PLC | Reduce -43.1% | 0.05% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -73.5% | 0.01% | −0.03 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.03 |
| GILD Gilead Sciences Inc. | Reduce -23.9% | 0.05% | −0.03 |
| DHR Danaher Corp. | Reduce -42.2% | 0.03% | −0.02 |
| HCA HCA Healthcare Inc. | Reduce -16.3% | 0.05% | −0.02 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.02 |
| FDX FedEx Corp. | Reduce -10.3% | 0.07% | −0.02 |
| LIN Linde PLC | Reduce -18.0% | 0.11% | −0.02 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.02 |
| TJX TJX Companies Inc. | Reduce -6.6% | 0.13% | −0.02 |
| TW Tradeweb Markets Inc. Class A | Reduce -17.0% | 0.04% | −0.02 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −0.02 |
| HIG Hartford Insurance Group Inc. | Sold out | 0.00% | −0.02 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.02 |
| BKR Baker Hughes Co. | Reduce -33.4% | 0.03% | −0.02 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -21.4% | 0.08% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -5.6% | 0.07% | −0.02 |
| JNJ Johnson & Johnson | Reduce -8.9% | 0.20% | −0.02 |
| INTU Intuit Inc. | Reduce -7.8% | 0.02% | −0.02 |
| CRM Salesforce Inc. | Reduce -36.8% | 0.02% | −0.02 |
| SNPS Synopsys Inc. | Reduce -44.7% | 0.02% | −0.02 |
| MET Metlife Inc. | Sold out | 0.00% | −0.02 |
| HAL Halliburton Co. | Sold out | 0.00% | −0.02 |
| TMUS T-Mobile US Inc. | Reduce -2.9% | 0.04% | −0.01 |
| KKR KKR & Co. Inc. | Reduce -29.8% | 0.03% | −0.01 |
| KEY Keycorp | Sold out | 0.00% | −0.01 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -3.8% | 0.04% | −0.01 |
| MAS Masco Corp. | Sold out | 0.00% | −0.01 |
| EFX Equifax Inc. | Sold out | 0.00% | −0.01 |
| MELI MercadoLibre Inc. | Reduce -14.5% | 0.05% | −0.01 |
| DLTR Dollar Tree Inc. | Reduce -42.1% | 0.02% | −0.01 |
| ECL Ecolab Inc. | Reduce -14.1% | 0.07% | −0.01 |
| LDOS Leidos Holdings Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| XLK SS Technology Select Sector | Add +11.4% | 1.82% | +0.65 |
| LRCX Lam Research Corp. | Add +11.9% | 0.23% | +0.12 |
| INTC Intel Corp. | New | 0.11% | +0.11 |
| XLE SS Energy Select Sector | New | 0.08% | +0.08 |
| UNH Unitedhealth Group Inc. | Add +68.8% | 0.13% | +0.08 |
| IBDV iShares Ibonds Dec 2030 Corp. | New | 0.08% | +0.08 |
| IBDU iShares Ibonds Dec 2029 Term | Add +11.5% | 1.01% | +0.07 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +14.7% | 0.70% | +0.07 |
| CSCO Cisco Systems Inc. | Add +343.8% | 0.08% | +0.07 |
| ARM Arm Holdings PLC-ADR | Add +12.9% | 0.10% | +0.06 |
| IBDT iShares Ibonds Dec 2028 ETF | New | 0.06% | +0.06 |
| WDC Western Digital Corp. | Add +29.3% | 0.08% | +0.05 |
| WAT Waters Corp. | New | 0.05% | +0.05 |
| CAT Caterpillar Inc. | Add +6.9% | 0.12% | +0.04 |
| AMAT Applied Materials Inc. | Add +88.5% | 0.06% | +0.04 |
| DDOG Datadog Inc. Class A | Add +1.5% | 0.07% | +0.04 |
| SNDK Sandisk Corp. | New | 0.04% | +0.04 |
| VRT Vertiv Holdings Co. Class A | Add +7.0% | 0.13% | +0.04 |
| ROK Rockwell Automation Inc. | New | 0.03% | +0.03 |
| XLF SS Financial Select Sector | Add +1.3% | 0.51% | +0.03 |
| NET Cloudflare Inc. Class A | Add +26.1% | 0.10% | +0.03 |
| PH Parker Hannifin Corp. | New | 0.03% | +0.03 |
| MPWR Monolithic Power Systems Inc. | Add +60.6% | 0.06% | +0.03 |
| BE Bloom Energy Corp. Class A | New | 0.03% | +0.03 |
| EW Edwards Lifesciences Corp. | Add +39.1% | 0.07% | +0.03 |
| AEIS Advanced Energy Industries | Add +23.4% | 0.09% | +0.02 |
| RKT Rocket Cos Inc. Class A | New | 0.02% | +0.02 |
| ILMN Illumina Inc. | Add +182.5% | 0.03% | +0.02 |
| SITM Sitime Corp. | New | 0.02% | +0.02 |
| GWW WW Grainger Inc. | Add +6.8% | 0.10% | +0.02 |
| GLW Corning Inc. | Add +1.3% | 0.05% | +0.02 |
| COR Cencora Inc. | Add +180.9% | 0.04% | +0.02 |
| WELL Welltower Inc. | Add +8.6% | 0.12% | +0.02 |
| AJG Arthur J Gallagher & Co. | Add +27.6% | 0.08% | +0.02 |
| CASY Casey's General Stores Inc. | New | 0.02% | +0.02 |
| LITE Lumentum Holdings Inc. | New | 0.02% | +0.02 |
| ADP Automatic Data Processing | Add +135.9% | 0.02% | +0.01 |
| AME Ametek Inc. | Add +17.4% | 0.06% | +0.01 |
| VRSK Verisk Analytics Inc. | New | 0.01% | +0.01 |
| FICO Fair Isaac Corp. | New | 0.01% | +0.01 |
| MA Mastercard Inc. Class A | Add +17.6% | 0.09% | +0.01 |
| MS Morgan Stanley | Add +4.8% | 0.06% | +0.01 |
| MDT Medtronic PLC | Add +43.0% | 0.06% | +0.01 |
| ROST Ross Stores Inc. | Add +33.5% | 0.06% | +0.01 |
| WEC WEC Energy Group Inc. | New | 0.01% | +0.01 |
| NDSN Nordson Corp. | New | 0.01% | +0.01 |
| TER Teradyne Inc. | New | 0.01% | +0.01 |
| FIX Comfort Systems USA Inc. | Add +3.4% | 0.04% | +0.01 |
| KVUE Kenvue Inc. | New | 0.01% | +0.01 |
| ICE Intercontinental Exchange Inc. | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 231 | $3.0B | LQD, VCLT, XLK, NVDA, AAPL |
| Q1 2026 | 224 | $2.9B | LQD, VCLT, NVDA, XLK, AAPL |
| Q4 2025 | 221 | $3.5B | LQD, SPYD, VCLT, NVDA, AAPL |
| Q3 2025 | 224 | $3.5B | LQD, SPYD, VCLT, NVDA, XLC |
| Q2 2025 | 225 | $3.4B | LQD, SPYD, VCLT, NVDA, MSFT |
| Q1 2025 | 234 | $5.0B | LQD, IVV, SPYD, VCLT, SPY |
| Q4 2024 | 238 | $5.3B | LQD, IVV, SPYD, HDV, VCLT |
| Q3 2024 | 232 | $5.4B | LQD, IVV, SPYD, HDV, VCLT |
| Q2 2024 | 242 | $5.0B | LQD, SPYD, IVV, HDV, VCLT |
| Q1 2024 | 260 | $4.7B | LQD, SPYD, HDV, IVV, VCLT |