Meiji Yasuda Life Insurance Co

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 16, 2024), Meiji Yasuda Life Insurance Co reported 260 stock positions worth $4.7 billion. Its top holding was Ishr Ibx Usd Invgd CB ETF-Ui (LQD) at 44.1% of the portfolio, followed by SS SPDR P S&P 500 Hi Div ETF (SPYD, 9.1%) and iShares Core High Dividend E (HDV, 7.0%). Compared with Q4 2023, it opened 24 new positions, sold out of 26, added to 99 and reduced 107. The biggest buy was a new position in iShares Core S&P 500 ETF (IVV) and the biggest sale an exit from SS SPDR S&P 500 ETF Trust-US (SPY).

Most Recent 13F
Q2 2026
Location
TOKYO, M0
CIK
0001144492
Portfolio Value
$4.7B (Q1 2024)
SEC Filing
0000950123-24-005741 ↗ filed May 16, 2024

Holdings Value

0$2.0B$4.0B$6.0B Q1 2024: $4.7B $4.7B Q1 2024 Q2 2024: $5.0B Q2 2024 Q3 2024: $5.4B Q3 2024 Q4 2024: $5.3B Q4 2024 Q1 2025: $5.0B Q1 2025 Q2 2025: $3.4B Q2 2025 Q3 2025: $3.5B Q3 2025 Q4 2025: $3.5B Q4 2025 Q1 2026: $2.9B Q1 2026 Q2 2026: $3.0B Q2 2026

Holdings 260 stocks · $4.7B

LQD Ishr Ibx Usd Invgd CB ETF-Ui 44.13% 19,120,368 $2.1B Add +3.4%
SPYD SS SPDR P S&P 500 Hi Div ETF 9.14% 10,592,146 $431.2M No change
HDV iShares Core High Dividend E 7.03% 3,008,172 $331.5M Add +19.7%
IVV iShares Core S&P 500 ETF 4.75% 426,196 $224.1M New
VCLT Vanguard Long-Term Corp. Bond 4.70% 2,833,000 $221.6M No change
VYM Vanguard High DVD Yield ETF 3.51% 1,370,767 $165.8M Reduce -39.0%
MSFT Microsoft Corp. 2.04% 228,369 $96.1M Add +6.5%
AMZN Amazon.com Inc. 1.38% 360,239 $65.0M Add +14.6%
NVDA Nvidia Corp. 1.31% 68,169 $61.6M Reduce -15.9%
AAPL Apple Inc. 1.23% 338,683 $58.1M Reduce -23.6%
USIG iShares Broad Usd Investment 1.15% 1,072,400 $54.4M No change
META Meta Platforms Inc. Class A 0.67% 65,474 $31.8M Add +113.9%
JPM JPMorgan Chase & Co. 0.58% 137,702 $27.6M Add +11.1%
GOOG Alphabet Inc. Class C 0.58% 181,040 $27.6M Add +33.9%
AMAT Applied Materials Inc. 0.58% 131,971 $27.2M Add +669.6%
LLY Eli Lilly & Co. 0.54% 32,988 $25.7M Add +15.0%
XLE SS Energy Select Sector 0.50% 251,314 $23.7M Add +25.4%
V Visa Inc. Class A 0.41% 69,546 $19.4M Add +13.0%
UNH Unitedhealth Group Inc. 0.41% 39,214 $19.4M Add +11.0%
TSLA Tesla Inc. 0.39% 103,941 $18.3M Add +18.2%
GOOGL Alphabet Inc. Class A 0.36% 113,188 $17.1M Reduce -50.9%
AMD Advanced Micro Devices 0.36% 94,346 $17.0M Add +109.2%
HD Home Depot Inc. 0.35% 43,329 $16.6M Add +12.8%
ADBE Adobe Inc. 0.34% 32,186 $16.2M Add +108.2%
WMT Walmart Inc. 0.34% 269,516 $16.2M Add +50.1%
MU Micron Technology Inc. 0.34% 134,107 $15.8M Add +345.1%
SPSB SS SPDR P St C Corp. ETF 0.33% 530,500 $15.8M No change
XLB SS Materials Select Sector 0.32% 164,581 $15.3M Add +24.2%
MA Mastercard Inc. Class A 0.31% 30,787 $14.8M Add +17.2%
XLRE SS Real Estate Select Sector 0.31% 374,586 $14.8M Add +26.6%
INTU Intuit Inc. 0.29% 20,792 $13.5M Add +134.3%
PG The Procter & Gamble Co. 0.27% 78,891 $12.8M Reduce -14.5%
ABBV Abbvie Inc. 0.26% 67,021 $12.2M Add +15.9%
CRM Salesforce Inc. 0.25% 39,543 $11.9M Add +55.8%
MRK Merck & Co. Inc. 0.24% 85,077 $11.2M Add +14.8%
CDNS Cadence Design SYS Inc. 0.23% 35,245 $11.0M New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.23% 283,908 $10.8M Reduce -2.5%
KO The Coca-Cola Co. 0.21% 164,158 $10.0M Reduce -8.5%
NFLX Netflix Inc. 0.20% 15,586 $9.5M Add +8.0%
GE General Electric 0.20% 53,471 $9.4M Add +30.9%
SPGI S&P Global Inc. 0.20% 21,827 $9.3M Add +9.3%
TMO Thermo Fisher Scientific Inc. 0.19% 15,396 $8.9M Add +8.3%
CAT Caterpillar Inc. 0.19% 24,120 $8.8M Add +11.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.18% 71,209 $8.7M Reduce -9.2%
COST Costco Wholesale Corp. 0.17% 11,229 $8.2M Add +85.2%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.17% 123,869 $8.1M Add +26.3%
ETN Eaton Corp. PLC 0.17% 25,902 $8.1M Add +1.0%
UPS United Parcel Service Class B 0.17% 53,836 $8.0M Add +23.1%
SLQD iShares 0-5 YR Inv GRD Corp. 0.16% 156,400 $7.7M No change
ABT Abbott Laboratories 0.15% 63,327 $7.2M Add +8.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.15% 68,555 $7.0M Add +21.3%
AVGO Broadcom Inc. 0.15% 5,200 $6.9M Reduce -1.9%
MDLZ Mondelez International Inc. Class A 0.14% 96,540 $6.8M Add +135.7%
UNP Union Pacific Corp. 0.14% 26,205 $6.4M Add +8.2%
BLK BlackRock Finance Inc. 0.14% 7,648 $6.4M Add +5.3%
DE Deere & Co. 0.13% 14,914 $6.1M Add +10.5%
ADP Automatic Data Processing 0.11% 21,044 $5.3M Add +55.1%
CB Chubb Ltd. 0.11% 19,854 $5.1M Add +0.1%
AMGN Amgen Inc. 0.11% 17,863 $5.1M Add +47.9%
LIN Linde PLC 0.10% 10,318 $4.8M Reduce -3.5%
PGR Progressive Corp. 0.10% 23,080 $4.8M Add +33.8%
MS Morgan Stanley 0.10% 50,527 $4.8M Add +14.0%
BSX Boston Scientific Corp. 0.10% 68,568 $4.7M Add +49.6%
JNJ Johnson & Johnson 0.10% 29,460 $4.7M Reduce -6.7%
NKE Nike Inc. Class B 0.10% 48,659 $4.6M Add +9.8%
VRTX Vertex Pharmaceuticals Inc. 0.09% 10,582 $4.4M Add +7.6%
GS Goldman Sachs Group Inc. 0.09% 10,396 $4.3M Add +22.4%
VZ Verizon Communications Inc. 0.09% 103,457 $4.3M Add +40.3%
BRK.B Berkshire Hathaway Inc. Class B 0.09% 10,265 $4.3M Reduce -11.7%
ZTS Zoetis Inc. 0.09% 24,697 $4.2M Reduce -3.0%
NOW ServiceNow Inc. 0.08% 5,150 $3.9M Reduce -9.0%
PYPL PayPal Holdings Inc. 0.08% 57,775 $3.9M Add +8.1%
AXP American Express Co. 0.08% 16,480 $3.8M Reduce -4.4%
NEE Nextera Energy Inc. 0.08% 56,846 $3.6M Add +6.3%
BKNG Booking Holdings Inc. 0.08% 979 $3.6M Reduce -13.5%
MPC Marathon Petroleum Corp. 0.07% 17,453 $3.5M Reduce -5.2%
PEP Pepsico Inc. 0.07% 19,732 $3.5M Reduce -55.8%
GILD Gilead Sciences Inc. 0.07% 47,075 $3.4M Reduce -14.1%
REGN Regeneron Pharmaceuticals 0.07% 3,501 $3.4M Add +17.6%
XOM Exxon Mobil Corp. 0.07% 28,912 $3.4M Reduce -26.6%
UBER Uber Technologies Inc. 0.07% 42,430 $3.3M Reduce -6.6%
WM Waste Management Inc. 0.07% 14,436 $3.1M Add +26.3%
ICE Intercontinental Exchange Inc. 0.07% 22,334 $3.1M Add +19.8%
SNPS Synopsys Inc. 0.06% 5,311 $3.0M Reduce -8.6%
EOG EOG Resources Inc. 0.06% 22,901 $2.9M Reduce -16.8%
BMY Bristol-Myers Squibb Co. 0.06% 52,076 $2.8M Add +22.5%
ITW Illinois Tool Works 0.06% 10,493 $2.8M Add +27.1%
ANET Arista Networks Inc. 0.06% 9,675 $2.8M Reduce -3.7%
WFC Wells Fargo & Co. 0.06% 47,945 $2.8M Add +0.5%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.06% 50,121 $2.7M Add +33.5%
HCA HCA Healthcare Inc. 0.06% 8,025 $2.7M Reduce -6.0%
MSI Motorola Solutions Inc. 0.06% 7,413 $2.6M Reduce -12.1%
SCHW Schwab (charles) Corp. 0.05% 35,039 $2.5M Add +2.4%
PLD Prologis Inc. 0.05% 18,818 $2.5M Reduce -15.1%
DHR Danaher Corp. 0.05% 9,790 $2.4M Add +0.2%
MCK McKesson Corp. 0.05% 4,512 $2.4M Reduce -6.9%
SYK Stryker Corp. 0.05% 6,511 $2.3M Add +6.4%
CME Cme Group Inc. 0.05% 10,771 $2.3M Add +24.2%
ISRG Intuitive Surgical Inc. 0.05% 5,747 $2.3M Reduce -14.2%
USB US Bancorp 0.05% 51,283 $2.3M Add +47.9%

Show all 260 holdings

Portfolio Sells Q4 2023 → Q1 2024

SPY SS SPDR S&P 500 ETF Trust-US Sold out 0.00% −7.51
VYM Vanguard High DVD Yield ETF Reduce -39.0% 3.51% −1.93
AAPL Apple Inc. Reduce -23.6% 1.23% −0.62
GOOGL Alphabet Inc. Class A Reduce -50.9% 0.36% −0.34
LRCX Lam Research Corp. Reduce -74.2% 0.04% −0.09
PEP Pepsico Inc. Reduce -55.8% 0.07% −0.09
INTC Intel Corp. Sold out 0.00% −0.08
TXN Texas Instruments Inc. Reduce -69.7% 0.03% −0.07
QCOM Qualcomm Inc. Reduce -91.2% 0.01% −0.06
CSCO Cisco Systems Inc. Reduce -89.8% 0.00% −0.04
EMR Emerson Electric Co. Reduce -90.3% 0.00% −0.04
WEC WEC Energy Group Inc. Sold out 0.00% −0.03
T AT&T Inc. Reduce -77.1% 0.01% −0.03
KLAC KLA Corp. Reduce -68.9% 0.01% −0.03
HUM Humana Inc. Sold out 0.00% −0.02
GILD Gilead Sciences Inc. Reduce -14.1% 0.07% −0.02
PG The Procter & Gamble Co. Reduce -14.5% 0.27% −0.02
ZTS Zoetis Inc. Reduce -3.0% 0.09% −0.02
PH Parker Hannifin Corp. Sold out 0.00% −0.02
DLTR Dollar Tree Inc. Sold out 0.00% −0.02
NDSN Nordson Corp. Sold out 0.00% −0.02
PFG Principal Financial Group Sold out 0.00% −0.02
MCD McDonald's Corp. Reduce -31.2% 0.03% −0.02
KO The Coca-Cola Co. Reduce -8.5% 0.21% −0.02
MCHP Microchip Technology Inc. Sold out 0.00% −0.02
SHW The Sherwin-Williams Co. Reduce -44.0% 0.02% −0.01
LSCC Lattice Semiconductor Corp. Sold out 0.00% −0.01
RPM RPM International Inc. Sold out 0.00% −0.01
XOM Exxon Mobil Corp. Reduce -26.6% 0.07% −0.01
BDX Becton Dickinson and Co. Reduce -21.9% 0.04% −0.01
TTWO Take-Two Interactive Softwre Sold out 0.00% −0.01
PLD Prologis Inc. Reduce -15.1% 0.05% −0.01
CBRE CBRE Group Inc. Class A Sold out 0.00% −0.01
BKNG Booking Holdings Inc. Reduce -13.5% 0.08% −0.01
PAYX Paychex Inc. Sold out 0.00% −0.01
EOG EOG Resources Inc. Reduce -16.8% 0.06% −0.01
LYV Live Nation Entertainment Inc. Reduce -59.5% 0.01% −0.01
WRB WR Berkley Corp. Sold out 0.00% −0.01
FDX FedEx Corp. Reduce -37.1% 0.02% −0.01
SRE Sempra Reduce -24.2% 0.02% −0.01
MMM 3M Co. Reduce -62.6% 0.01% −0.01
DINO HF Sinclair Corp. Sold out 0.00% −0.01
ORLY O'reilly Automotive Inc. Reduce -30.4% 0.04% −0.01
CHTR Charter Communications Inc. Class A Sold out 0.00% −0.01
APTV Aptiv Irish Holdings Ltd. Reduce -10.3% 0.03% −0.01
JNJ Johnson & Johnson Reduce -6.7% 0.10% −0.01
SBUX Starbucks Corp. Reduce -33.9% 0.01% −0.01
AEE Ameren Corporation Sold out 0.00% −0.01
ACN Accenture PLC Class A Reduce -11.6% 0.05% −0.01
JCI Johnson Controls Internation Sold out 0.00% −0.01

Portfolio Buys Q4 2023 → Q1 2024

IVV iShares Core S&P 500 ETF New 4.75% +4.75
HDV iShares Core High Dividend E Add +19.7% 7.03% +1.46
AMAT Applied Materials Inc. Add +669.6% 0.58% +0.52
META Meta Platforms Inc. Class A Add +113.9% 0.67% +0.44
AMZN Amazon.com Inc. Add +14.6% 1.38% +0.34
MSFT Microsoft Corp. Add +6.5% 2.04% +0.29
MU Micron Technology Inc. Add +345.1% 0.34% +0.28
CDNS Cadence Design SYS Inc. New 0.23% +0.23
AMD Advanced Micro Devices Add +109.2% 0.36% +0.22
LLY Eli Lilly & Co. Add +15.0% 0.54% +0.18
GOOG Alphabet Inc. Class C Add +33.9% 0.58% +0.17
INTU Intuit Inc. Add +134.3% 0.29% +0.17
ADBE Adobe Inc. Add +108.2% 0.34% +0.14
WMT Walmart Inc. Add +50.1% 0.34% +0.14
XLE SS Energy Select Sector Add +25.4% 0.50% +0.14
JPM JPMorgan Chase & Co. Add +11.1% 0.58% +0.13
CRM Salesforce Inc. Add +55.8% 0.25% +0.11
COST Costco Wholesale Corp. Add +85.2% 0.17% +0.09
GE General Electric Add +30.9% 0.20% +0.09
MDLZ Mondelez International Inc. Class A Add +135.7% 0.14% +0.08
XLB SS Materials Select Sector Add +24.2% 0.32% +0.08
MA Mastercard Inc. Class A Add +17.2% 0.31% +0.07
ABBV Abbvie Inc. Add +15.9% 0.26% +0.06
V Visa Inc. Class A Add +13.0% 0.41% +0.06
HD Home Depot Inc. Add +12.8% 0.35% +0.06
MRK Merck & Co. Inc. Add +14.8% 0.24% +0.06
XLRE SS Real Estate Select Sector Add +26.6% 0.31% +0.06
CAT Caterpillar Inc. Add +11.8% 0.19% +0.05
NFLX Netflix Inc. Add +8.0% 0.20% +0.05
ADP Automatic Data Processing Add +55.1% 0.11% +0.04
BSX Boston Scientific Corp. Add +49.6% 0.10% +0.04
PGR Progressive Corp. Add +33.8% 0.10% +0.04
MCO Moody's Corp. New 0.04% +0.04
ETN Eaton Corp. PLC Add +1.0% 0.17% +0.04
XLU St Sr Utl SL SE SPDR ETF-Usd Add +26.3% 0.17% +0.04
VRT Vertiv Holdings Co. Class A Add +156.5% 0.04% +0.03
TJX TJX Companies Inc. Add +21.3% 0.15% +0.03
AMGN Amgen Inc. Add +47.9% 0.11% +0.03
VZ Verizon Communications Inc. Add +40.3% 0.09% +0.03
TMO Thermo Fisher Scientific Inc. Add +8.3% 0.19% +0.03
HON Honeywell International Inc. New 0.02% +0.02
PHM Pultegroup Inc. Add +148.6% 0.03% +0.02
CMG Chipotle Mexican Grill Inc. Add +235.8% 0.03% +0.02
GS Goldman Sachs Group Inc. Add +22.4% 0.09% +0.02
WM Waste Management Inc. Add +26.3% 0.07% +0.02
UPS United Parcel Service Class B Add +23.1% 0.17% +0.02
HUBB Hubbell Inc. New 0.02% +0.02
CEG Constellation Energy Add +83.5% 0.03% +0.02
USB US Bancorp Add +47.9% 0.05% +0.02
SLB SLB Ltd. Add +33.5% 0.06% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 231$3.0BLQD, VCLT, XLK, NVDA, AAPL
Q1 2026 224$2.9BLQD, VCLT, NVDA, XLK, AAPL
Q4 2025 221$3.5BLQD, SPYD, VCLT, NVDA, AAPL
Q3 2025 224$3.5BLQD, SPYD, VCLT, NVDA, XLC
Q2 2025 225$3.4BLQD, SPYD, VCLT, NVDA, MSFT
Q1 2025 234$5.0BLQD, IVV, SPYD, VCLT, SPY
Q4 2024 238$5.3BLQD, IVV, SPYD, HDV, VCLT
Q3 2024 232$5.4BLQD, IVV, SPYD, HDV, VCLT
Q2 2024 242$5.0BLQD, SPYD, IVV, HDV, VCLT
Q1 2024 260$4.7BLQD, SPYD, HDV, IVV, VCLT