Meiji Yasuda Life Insurance Co

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Meiji Yasuda Life Insurance Co reported 242 stock positions worth $5.0 billion. Its top holding was Ishr Ibx Usd Invgd CB ETF-Ui (LQD) at 41.1% of the portfolio, followed by SS SPDR P S&P 500 Hi Div ETF (SPYD, 8.6%) and iShares Core S&P 500 ETF (IVV, 8.1%). Compared with Q1 2024, it opened 17 new positions, sold out of 36, added to 84 and reduced 108. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +74%) and the biggest sale Salesforce (CRM, shares −80%).

Most Recent 13F
Q2 2026
Location
TOKYO, M0
CIK
0001144492
Portfolio Value
$5.0B (Q2 2024)
SEC Filing
0000950123-24-007742 ↗ filed Aug 12, 2024

Holdings Value

0$2.0B$4.0B$6.0B Q1 2024: $4.7B Q1 2024 Q2 2024: $5.0B $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 242 stocks · $5.0B

LQD Ishr Ibx Usd Invgd CB ETF-Ui 41.14% 19,120,368 $2.0B No change
SPYD SS SPDR P S&P 500 Hi Div ETF 8.56% 10,592,146 $426.1M No change
IVV iShares Core S&P 500 ETF 8.15% 741,533 $405.8M Add +74.0%
HDV iShares Core High Dividend E 6.57% 3,008,172 $327.0M No change
VCLT Vanguard Long-Term Corp. Bond 4.32% 2,833,000 $214.9M No change
VYM Vanguard High DVD Yield ETF 3.27% 1,370,767 $162.6M No change
MSFT Microsoft Corp. 1.94% 215,725 $96.4M Reduce -5.5%
NVDA Nvidia Corp. 1.73% 698,349 $86.3M Add +2.4%
AAPL Apple Inc. 1.35% 320,175 $67.4M Reduce -5.5%
AMZN Amazon.com Inc. 1.33% 343,336 $66.3M Reduce -4.7%
SPY SS SPDR S&P 500 ETF Trust-US 1.23% 112,233 $61.1M New
USIG iShares Broad Usd Investment 1.08% 1,072,400 $53.8M No change
GOOG Alphabet Inc. Class C 0.73% 197,969 $36.3M Add +9.3%
META Meta Platforms Inc. Class A 0.71% 69,984 $35.3M Add +6.9%
JPM JPMorgan Chase & Co. 0.60% 147,529 $29.8M Add +7.1%
AMAT Applied Materials Inc. 0.59% 124,317 $29.3M Reduce -5.8%
LLY Eli Lilly & Co. 0.59% 32,299 $29.2M Reduce -2.1%
XLE SS Energy Select Sector 0.55% 297,692 $27.1M Add +18.4%
UNH Unitedhealth Group Inc. 0.52% 50,527 $25.7M Add +28.9%
GOOGL Alphabet Inc. Class A 0.40% 109,478 $19.9M Reduce -3.3%
WMT Walmart Inc. 0.40% 292,966 $19.8M Add +8.7%
TSLA Tesla Inc. 0.40% 99,974 $19.8M Reduce -3.8%
V Visa Inc. Class A 0.39% 73,338 $19.2M Add +5.5%
ADBE Adobe Inc. 0.34% 30,549 $17.0M Reduce -5.1%
MU Micron Technology Inc. 0.34% 127,608 $16.8M Reduce -4.8%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.33% 239,256 $16.3M Add +93.2%
XLB SS Materials Select Sector 0.32% 180,924 $16.0M Add +9.9%
XLRE SS Real Estate Select Sector 0.32% 412,255 $15.8M Add +10.1%
SPSB SS SPDR P St C Corp. ETF 0.32% 530,500 $15.8M No change
BSX Boston Scientific Corp. 0.30% 195,773 $15.1M Add +185.5%
MA Mastercard Inc. Class A 0.29% 32,803 $14.5M Add +6.5%
AMD Advanced Micro Devices 0.29% 89,028 $14.4M Reduce -5.6%
HD Home Depot Inc. 0.28% 40,601 $14.0M Reduce -6.3%
MRK Merck & Co. Inc. 0.28% 111,802 $13.8M Add +31.4%
PG The Procter & Gamble Co. 0.28% 83,632 $13.8M Add +6.0%
VRTX Vertex Pharmaceuticals Inc. 0.27% 28,833 $13.5M Add +172.5%
INTU Intuit Inc. 0.26% 19,770 $13.0M Reduce -4.9%
NFLX Netflix Inc. 0.23% 17,286 $11.7M Add +10.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.23% 284,022 $11.3M Add +0.0%
KO The Coca-Cola Co. 0.22% 169,030 $10.8M Add +3.0%
SPGI S&P Global Inc. 0.21% 23,920 $10.7M Add +9.6%
UBER Uber Technologies Inc. 0.21% 143,351 $10.4M Add +237.8%
GE General Electric filed as GE AEROSPACE 0.21% 64,398 $10.2M Add +20.4%
CDNS Cadence Design SYS Inc. 0.20% 33,170 $10.2M Reduce -5.9%
COST Costco Wholesale Corp. 0.20% 11,843 $10.1M Add +5.5%
ETN Eaton Corp. PLC 0.19% 30,838 $9.7M Add +19.1%
UPS United Parcel Service Class B 0.19% 67,399 $9.2M Add +25.2%
CAT Caterpillar Inc. 0.18% 27,135 $9.0M Add +12.5%
TMO Thermo Fisher Scientific Inc. 0.17% 15,582 $8.6M Add +1.2%
ZTS Zoetis Inc. 0.17% 47,922 $8.3M Add +94.0%
HON Honeywell International Inc. 0.17% 38,628 $8.2M Add +664.6%
AMGN Amgen Inc. 0.16% 26,134 $8.2M Add +46.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.16% 79,086 $7.9M Add +11.1%
AVGO Broadcom Inc. 0.16% 4,876 $7.8M Reduce -6.2%
SLQD iShares 0-5 YR Inv GRD Corp. 0.15% 156,400 $7.7M No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.14% 62,202 $6.8M Reduce -9.3%
UNP Union Pacific Corp. 0.13% 29,550 $6.7M Add +12.8%
MDLZ Mondelez International Inc. Class A 0.13% 98,565 $6.5M Add +2.1%
BLK BlackRock Finance Inc. 0.13% 8,023 $6.3M Add +4.9%
PGR Progressive Corp. 0.11% 26,944 $5.6M Add +16.7%
ADP Automatic Data Processing 0.11% 23,390 $5.6M Add +11.2%
CB Chubb Ltd. 0.11% 20,982 $5.4M Add +5.7%
MS Morgan Stanley 0.11% 54,052 $5.3M Add +7.0%
DE Deere & Co. 0.10% 13,867 $5.2M Reduce -7.0%
GS Goldman Sachs Group Inc. 0.10% 11,294 $5.1M Add +8.6%
LIN Linde PLC 0.09% 9,834 $4.3M Reduce -4.7%
JNJ Johnson & Johnson 0.08% 28,543 $4.2M Reduce -3.1%
NOW ServiceNow Inc. 0.08% 5,284 $4.2M Add +2.6%
BRK.B Berkshire Hathaway Inc. Class B 0.08% 9,939 $4.0M Reduce -3.2%
AXP American Express Co. 0.08% 16,261 $3.8M Reduce -1.3%
ABBV Abbvie Inc. 0.08% 21,947 $3.8M Reduce -67.3%
NEE Nextera Energy Inc. 0.07% 52,679 $3.7M Reduce -7.3%
ICE Intercontinental Exchange Inc. 0.07% 27,012 $3.7M Add +20.9%
XOM Exxon Mobil Corp. 0.07% 31,710 $3.7M Add +9.7%
BKNG Booking Holdings Inc. 0.07% 904 $3.6M Reduce -7.7%
NKE Nike Inc. Class B 0.07% 46,431 $3.5M Reduce -4.6%
EOG EOG Resources Inc. 0.07% 25,828 $3.3M Add +12.8%
ANET Arista Networks Inc. 0.06% 9,205 $3.2M Reduce -4.9%
PEP Pepsico Inc. 0.06% 18,598 $3.1M Reduce -5.8%
GEV GE Vernova Inc. 0.06% 17,652 $3.0M Add +32.0%
PYPL PayPal Holdings Inc. 0.06% 49,540 $2.9M Reduce -14.3%
SNPS Synopsys Inc. 0.06% 4,729 $2.8M Reduce -11.0%
WFC Wells Fargo & Co. 0.05% 44,775 $2.7M Reduce -6.6%
MSI Motorola Solutions Inc. 0.05% 6,790 $2.6M Reduce -8.4%
ISRG Intuitive Surgical Inc. 0.05% 5,757 $2.6M Add +0.2%
SCHW Schwab (charles) Corp. 0.05% 34,545 $2.5M Reduce -1.4%
MCK McKesson Corp. 0.05% 4,268 $2.5M Reduce -5.4%
ORCL Oracle Corp. 0.05% 17,372 $2.5M Reduce -4.1%
CRWD CrowdStrike Holdings Inc. Class A 0.05% 6,401 $2.5M Reduce -3.5%
DHR Danaher Corp. 0.05% 9,808 $2.5M Add +0.2%
WELL Welltower Inc. 0.05% 23,138 $2.4M Add +10.8%
HCA HCA Healthcare Inc. 0.05% 7,435 $2.4M Reduce -7.3%
CME Cme Group Inc. 0.05% 11,764 $2.3M Add +9.2%
C Citigroup Inc. 0.05% 36,342 $2.3M Add +28.6%
LRCX Lam Research Corp. 0.05% 2,143 $2.3M Add +3.7%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.04% 8,645 $2.2M Add +24.6%
MCO Moody's Corp. 0.04% 5,255 $2.2M Add +15.5%
RSG Republic Services Inc. 0.04% 11,203 $2.2M No change
VRT Vertiv Holdings Co. Class A 0.04% 25,041 $2.2M Reduce -3.4%
ABT Abbott Laboratories 0.04% 20,662 $2.1M Reduce -67.4%

Show all 242 holdings

Portfolio Sells Q1 2024 → Q2 2024

CRM Salesforce Inc. Reduce -79.8% 0.04% −0.21
ABBV Abbvie Inc. Reduce -67.3% 0.08% −0.18
ABT Abbott Laboratories Reduce -67.4% 0.04% −0.11
MSFT Microsoft Corp. Reduce -5.5% 1.94% −0.10
HD Home Depot Inc. Reduce -6.3% 0.28% −0.07
AMD Advanced Micro Devices Reduce -5.6% 0.29% −0.07
GILD Gilead Sciences Inc. Reduce -93.3% 0.00% −0.07
WM Waste Management Inc. Sold out 0.00% −0.07
VZ Verizon Communications Inc. Reduce -65.3% 0.03% −0.06
ITW Illinois Tool Works Sold out 0.00% −0.06
BMY Bristol-Myers Squibb Co. Reduce -88.3% 0.01% −0.05
REGN Regeneron Pharmaceuticals Reduce -74.5% 0.02% −0.05
CVS CVS Health Corp. Sold out 0.00% −0.04
AMZN Amazon.com Inc. Reduce -4.7% 1.33% −0.04
ELV Elevance Health Inc. Sold out 0.00% −0.04
MPC Marathon Petroleum Corp. Reduce -32.4% 0.04% −0.03
MDT Medtronic PLC Sold out 0.00% −0.03
PFE Pfizer Inc. Sold out 0.00% −0.03
CI The Cigna Group Sold out 0.00% −0.03
CSX CSX Corp. Sold out 0.00% −0.03
CDNS Cadence Design SYS Inc. Reduce -5.9% 0.20% −0.03
SLB SLB Ltd. Reduce -34.6% 0.03% −0.03
NKE Nike Inc. Class B Reduce -4.6% 0.07% −0.03
BDX Becton Dickinson and Co. Reduce -56.2% 0.02% −0.03
DE Deere & Co. Reduce -7.0% 0.10% −0.03
INTU Intuit Inc. Reduce -4.9% 0.26% −0.03
PYPL PayPal Holdings Inc. Reduce -14.3% 0.06% −0.02
HUBB Hubbell Inc. Sold out 0.00% −0.02
SHW The Sherwin-Williams Co. Reduce -78.6% 0.00% −0.02
CAH Cardinal Health Inc. Sold out 0.00% −0.02
EQH Equitable Holdings Inc. Sold out 0.00% −0.02
GWW WW Grainger Inc. Reduce -28.4% 0.03% −0.02
ULTA Ulta Beauty Inc. Sold out 0.00% −0.02
CMCSA Comcast Corp. Class A Sold out 0.00% −0.02
JNJ Johnson & Johnson Reduce -3.1% 0.08% −0.01
LIN Linde PLC Reduce -4.7% 0.09% −0.01
HII Huntington Ingalls Industrie Reduce -68.4% 0.01% −0.01
AME Ametek Inc. Reduce -28.4% 0.02% −0.01
FTV Fortive Corp. Reduce -54.9% 0.01% −0.01
LEA Lear Corp. Sold out 0.00% −0.01
PXD Pioneer Natural Resources Co. Sold out 0.00% −0.01
MET Metlife Inc. Sold out 0.00% −0.01
FISV Fiserv Inc. Sold out 0.00% −0.01
ORLY O'reilly Automotive Inc. Reduce -22.7% 0.03% −0.01
MDB Mongodb Inc. Reduce -43.2% 0.01% −0.01
PEP Pepsico Inc. Reduce -5.8% 0.06% −0.01
DOC Healthpeak Properties Inc. Sold out 0.00% −0.01
CDW CDW Corp. Sold out 0.00% −0.01
ACN Accenture PLC Class A Reduce -7.7% 0.04% −0.01
PLD Prologis Inc. Reduce -4.3% 0.04% −0.01

Portfolio Buys Q1 2024 → Q2 2024

IVV iShares Core S&P 500 ETF Add +74.0% 8.15% +3.40
SPY SS SPDR S&P 500 ETF Trust-US New 1.23% +1.23
NVDA Nvidia Corp. Add +2.4% 1.73% +0.43
BSX Boston Scientific Corp. Add +185.5% 0.30% +0.20
VRTX Vertex Pharmaceuticals Inc. Add +172.5% 0.27% +0.18
XLU St Sr Utl SL SE SPDR ETF-Usd Add +93.2% 0.33% +0.16
GOOG Alphabet Inc. Class C Add +9.3% 0.73% +0.15
HON Honeywell International Inc. Add +664.6% 0.17% +0.14
UBER Uber Technologies Inc. Add +237.8% 0.21% +0.14
UNH Unitedhealth Group Inc. Add +28.9% 0.52% +0.11
ZTS Zoetis Inc. Add +94.0% 0.17% +0.08
AMGN Amgen Inc. Add +46.3% 0.16% +0.06
WMT Walmart Inc. Add +8.7% 0.40% +0.05
XLE SS Energy Select Sector Add +18.4% 0.55% +0.04
MRK Merck & Co. Inc. Add +31.4% 0.28% +0.04
META Meta Platforms Inc. Class A Add +6.9% 0.71% +0.04
NFLX Netflix Inc. Add +10.9% 0.23% +0.03
COST Costco Wholesale Corp. Add +5.5% 0.20% +0.03
ETN Eaton Corp. PLC Add +19.1% 0.19% +0.02
SPGI S&P Global Inc. Add +9.6% 0.21% +0.02
PRU Prudential Financial Inc. New 0.02% +0.02
BKR Baker Hughes Co. New 0.02% +0.02
UPS United Parcel Service Class B Add +25.2% 0.19% +0.02
JPM JPMorgan Chase & Co. Add +7.1% 0.60% +0.01
EMR Emerson Electric Co. Add +334.8% 0.02% +0.01
WAB Wabtec Corp. New 0.01% +0.01
GEV GE Vernova Inc. Add +32.0% 0.06% +0.01
APP AppLovin Corp. Class A New 0.01% +0.01
PINS Pinterest Inc. Class A Add +24.4% 0.04% +0.01
PGR Progressive Corp. Add +16.7% 0.11% +0.01
ARM Arm Holdings PLC-ADR Add +32.1% 0.03% +0.01
GS Goldman Sachs Group Inc. Add +8.6% 0.10% +0.01
CELH Celsius Holdings Inc. New 0.01% +0.01
VRSK Verisk Analytics Inc. Add +36.4% 0.03% +0.01
MPWR Monolithic Power Systems Inc. Add +53.3% 0.02% +0.01
ICE Intercontinental Exchange Inc. Add +20.9% 0.07% +0.01
NLY Annaly Capital Management Inc. New 0.01% +0.01
SNA Snap-on Inc. New 0.01% +0.01
C Citigroup Inc. Add +28.6% 0.05% +0.01
CTRA Coterra Energy Inc. New 0.01% +0.01
AJG Arthur J Gallagher & Co. Add +24.6% 0.04% +0.01
SO The Southern Co. Add +40.1% 0.03% +0.01
RMD Resmed Inc. New 0.01% +0.01
ECL Ecolab Inc. Add +26.7% 0.04% +0.01
GIS General Mills Inc. New 0.01% +0.01
PODD Insulet Corp. Add +16.0% 0.03% +0.01
AMCR Amcor PLC Add +364.9% 0.01% +0.01
WELL Welltower Inc. Add +10.8% 0.05% +0.01
GE General Electric Add +20.4% 0.21% +0.01
MCO Moody's Corp. Add +15.5% 0.04% +0.01

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