Meiji Yasuda Life Insurance Co

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Meiji Yasuda Life Insurance Co reported 232 stock positions worth $5.4 billion. Its top holding was Ishr Ibx Usd Invgd CB ETF-Ui (LQD) at 40.0% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 9.2%) and SS SPDR P S&P 500 Hi Div ETF (SPYD, 8.9%). Compared with Q2 2024, it opened 19 new positions, sold out of 29, added to 68 and reduced 108. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +217%) and the biggest sale an exit from iShares Broad Usd Investment (USIG).

Most Recent 13F
Q2 2026
Location
TOKYO, M0
CIK
0001144492
Portfolio Value
$5.4B (Q3 2024)
SEC Filing
0000950123-24-011079 ↗ filed Nov 13, 2024

Holdings Value

0$2.0B$4.0B$6.0B Q1 2024: $4.7B Q1 2024 Q2 2024: $5.0B Q2 2024 Q3 2024: $5.4B $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 232 stocks · $5.4B

LQD Ishr Ibx Usd Invgd CB ETF-Ui 39.98% 19,120,368 $2.2B No change
IVV iShares Core S&P 500 ETF 9.17% 858,768 $495.4M Add +15.8%
SPYD SS SPDR P S&P 500 Hi Div ETF 8.95% 10,592,146 $483.5M No change
HDV iShares Core High Dividend E 6.55% 3,008,172 $353.8M No change
VCLT Vanguard Long-Term Corp. Bond 4.26% 2,833,000 $230.1M No change
SPY SS SPDR S&P 500 ETF Trust-US 3.77% 355,412 $203.9M Add +216.7%
VYM Vanguard High DVD Yield ETF 3.25% 1,370,767 $175.7M No change
MSFT Microsoft Corp. 1.72% 216,521 $93.2M Add +0.4%
NVDA Nvidia Corp. 1.55% 691,588 $84.0M Reduce -1.0%
AAPL Apple Inc. 1.35% 312,691 $72.9M Reduce -2.3%
AMZN Amazon.com Inc. 1.05% 305,713 $57.0M Reduce -11.0%
META Meta Platforms Inc. Class A 0.74% 69,941 $40.0M Reduce -0.1%
GOOG Alphabet Inc. Class C 0.63% 202,281 $33.8M Add +2.2%
UNH Unitedhealth Group Inc. 0.52% 47,644 $27.9M Reduce -5.7%
LLY Eli Lilly & Co. 0.51% 31,232 $27.7M Reduce -3.3%
XLE SS Energy Select Sector 0.50% 310,260 $27.2M Add +4.2%
JPM JPMorgan Chase & Co. 0.50% 126,917 $26.8M Reduce -14.0%
AMAT Applied Materials Inc. 0.48% 128,948 $26.1M Add +3.7%
WMT Walmart Inc. 0.44% 294,007 $23.7M Add +0.4%
V Visa Inc. Class A 0.41% 79,694 $21.9M Add +8.7%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.37% 249,613 $20.2M Add +4.3%
SPGI S&P Global Inc. 0.37% 38,314 $19.8M Add +60.2%
XLRE SS Real Estate Select Sector 0.35% 429,157 $19.2M Add +4.1%
TSLA Tesla Inc. 0.35% 72,695 $19.0M Reduce -27.3%
XLB SS Materials Select Sector 0.34% 188,457 $18.2M Add +4.2%
GOOGL Alphabet Inc. Class A 0.32% 103,963 $17.2M Reduce -5.0%
GE General Electric filed as GE AEROSPACE 0.31% 89,374 $16.9M Add +38.8%
BSX Boston Scientific Corp. 0.31% 198,372 $16.6M Add +1.3%
ETN Eaton Corp. PLC 0.30% 48,146 $16.0M Add +56.1%
ADBE Adobe Inc. 0.29% 30,549 $15.8M No change
UBER Uber Technologies Inc. 0.28% 202,631 $15.2M Add +41.4%
AMD Advanced Micro Devices 0.27% 88,495 $14.5M Reduce -0.6%
HD Home Depot Inc. 0.27% 35,499 $14.4M Reduce -12.6%
PG The Procter & Gamble Co. 0.26% 82,137 $14.2M Reduce -1.8%
MU Micron Technology Inc. 0.26% 133,463 $13.8M Add +4.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.25% 116,787 $13.7M Add +87.8%
KO The Coca-Cola Co. 0.25% 189,789 $13.6M Add +12.3%
PGR Progressive Corp. 0.25% 53,156 $13.5M Add +97.3%
WM Waste Management Inc. 0.25% 64,252 $13.3M New
MA Mastercard Inc. Class A 0.24% 26,257 $13.0M Reduce -20.0%
CB Chubb Ltd. 0.24% 44,888 $12.9M Add +113.9%
VRTX Vertex Pharmaceuticals Inc. 0.24% 27,581 $12.8M Reduce -4.3%
MRK Merck & Co. Inc. 0.23% 110,605 $12.6M Reduce -1.1%
INTU Intuit Inc. 0.23% 20,188 $12.5M Add +2.1%
NFLX Netflix Inc. 0.22% 17,125 $12.1M Reduce -0.9%
GS Goldman Sachs Group Inc. 0.22% 23,996 $11.9M Add +112.5%
ICE Intercontinental Exchange Inc. 0.22% 72,771 $11.7M Add +169.4%
CMG Chipotle Mexican Grill Inc. 0.20% 186,276 $10.7M Add +612.3%
COST Costco Wholesale Corp. 0.19% 11,485 $10.2M Reduce -3.0%
TMO Thermo Fisher Scientific Inc. 0.18% 15,845 $9.8M Add +1.7%
ZTS Zoetis Inc. 0.18% 49,641 $9.7M Add +3.6%
CDNS Cadence Design SYS Inc. 0.17% 34,536 $9.4M Add +4.1%
ADP Automatic Data Processing 0.17% 33,303 $9.2M Add +42.4%
DE Deere & Co. 0.17% 21,414 $8.9M Add +54.4%
AMGN Amgen Inc. 0.16% 27,031 $8.7M Add +3.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.15% 81,874 $7.9M Add +3.5%
PODD Insulet Corp. 0.15% 33,787 $7.9M Add +324.4%
AVGO Broadcom Inc. 0.14% 45,005 $7.8M Reduce -7.7%
MDLZ Mondelez International Inc. Class A 0.14% 103,303 $7.6M Add +4.8%
ABBV Abbvie Inc. 0.08% 22,745 $4.5M Add +3.6%
LIN Linde PLC 0.08% 9,412 $4.5M Reduce -4.3%
NEE Nextera Energy Inc. 0.08% 48,503 $4.1M Reduce -7.9%
BRK.B Berkshire Hathaway Inc. Class B 0.08% 8,814 $4.1M Reduce -11.3%
JNJ Johnson & Johnson 0.07% 24,905 $4.0M Reduce -12.8%
NOW ServiceNow Inc. 0.07% 4,479 $4.0M Reduce -15.2%
BKNG Booking Holdings Inc. 0.07% 840 $3.5M Reduce -7.1%
GEV GE Vernova Inc. 0.07% 13,825 $3.5M Reduce -21.7%
XOM Exxon Mobil Corp. 0.06% 28,352 $3.3M Reduce -10.6%
ORCL Oracle Corp. 0.06% 19,287 $3.3M Add +11.0%
WELL Welltower Inc. 0.06% 25,342 $3.2M Add +9.5%
PEP Pepsico Inc. 0.06% 18,659 $3.2M Add +0.3%
BLK BlackRock Finance Inc. 0.06% 3,272 $3.1M Reduce -59.2%
EOG EOG Resources Inc. 0.06% 24,512 $3.0M Reduce -5.1%
MSI Motorola Solutions Inc. 0.05% 6,376 $2.9M Reduce -6.1%
ISRG Intuitive Surgical Inc. 0.05% 5,701 $2.8M Reduce -1.0%
HCA HCA Healthcare Inc. 0.05% 6,628 $2.7M Reduce -10.8%
TW Tradeweb Markets Inc. Class A 0.05% 21,328 $2.6M Add +7.4%
ANET Arista Networks Inc. 0.05% 6,809 $2.6M Reduce -26.0%
WFC Wells Fargo & Co. 0.05% 45,749 $2.6M Add +2.2%
VRT Vertiv Holdings Co. Class A 0.05% 25,963 $2.6M Add +3.7%
DHR Danaher Corp. 0.05% 9,005 $2.5M Reduce -8.2%
PWR Quanta Services Inc. 0.05% 8,214 $2.4M No change
SNPS Synopsys Inc. 0.04% 4,699 $2.4M Reduce -0.6%
CAT Caterpillar Inc. 0.04% 5,893 $2.3M Reduce -78.3%
ABT Abbott Laboratories 0.04% 20,197 $2.3M Reduce -2.3%
PLD Prologis Inc. 0.04% 18,012 $2.3M No change
RSG Republic Services Inc. 0.04% 11,203 $2.3M No change
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.04% 67,358 $2.2M Add +8.0%
HEI.A Heico Corp. Class A 0.04% 10,905 $2.2M No change
CARR Carrier Global Corp. 0.04% 27,558 $2.2M Add +5.3%
USB US Bancorp 0.04% 46,876 $2.1M Reduce -2.2%
PM Philip Morris International 0.04% 17,478 $2.1M Add +79.3%
UNP Union Pacific Corp. 0.04% 8,595 $2.1M Reduce -70.9%
TSM Taiwan Semiconductor-SP ADR 0.04% 12,088 $2.1M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.04% 52,756 $2.1M Reduce -81.4%
C Citigroup Inc. 0.04% 32,637 $2.0M Reduce -10.2%
MELI MercadoLibre Inc. 0.04% 994 $2.0M Add +11.1%
XYL Xylem Inc. 0.04% 15,052 $2.0M No change
VMC Vulcan Materials Co. 0.04% 7,967 $2.0M No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.04% 7,063 $2.0M Reduce -18.3%

Show all 232 holdings

Portfolio Sells Q2 2024 → Q3 2024

USIG iShares Broad Usd Investment Sold out 0.00% −1.08
SPSB SS SPDR P St C Corp. ETF Sold out 0.00% −0.32
AMZN Amazon.com Inc. Reduce -11.0% 1.05% −0.28
BAC Bank of America Corp. Reduce -81.4% 0.04% −0.19
NVDA Nvidia Corp. Reduce -1.0% 1.55% −0.18
UPS United Parcel Service Class B Reduce -91.1% 0.02% −0.17
HON Honeywell International Inc. Sold out 0.00% −0.17
SLQD iShares 0-5 YR Inv GRD Corp. Sold out 0.00% −0.15
CAT Caterpillar Inc. Reduce -78.3% 0.04% −0.14
JPM JPMorgan Chase & Co. Reduce -14.0% 0.50% −0.10
UNP Union Pacific Corp. Reduce -70.9% 0.04% −0.10
MS Morgan Stanley Reduce -84.4% 0.02% −0.09
GOOGL Alphabet Inc. Class A Reduce -5.0% 0.32% −0.08
LLY Eli Lilly & Co. Reduce -3.3% 0.51% −0.08
NKE Nike Inc. Class B Sold out 0.00% −0.07
BLK BlackRock Finance Inc. Reduce -59.2% 0.06% −0.07
MA Mastercard Inc. Class A Reduce -20.0% 0.24% −0.05
MRK Merck & Co. Inc. Reduce -1.1% 0.23% −0.05
AXP American Express Co. Reduce -62.8% 0.03% −0.05
TSLA Tesla Inc. Reduce -27.3% 0.35% −0.05
MCO Moody's Corp. Sold out 0.00% −0.04
CME Cme Group Inc. Reduce -86.3% 0.01% −0.04
PYPL PayPal Holdings Inc. Reduce -73.7% 0.02% −0.04
VRTX Vertex Pharmaceuticals Inc. Reduce -4.3% 0.24% −0.03
CRWD CrowdStrike Holdings Inc. Class A Reduce -37.4% 0.02% −0.03
SCHW Schwab (charles) Corp. Reduce -41.9% 0.02% −0.03
MCK McKesson Corp. Reduce -32.0% 0.03% −0.02
SMCI Super Micro Computer Inc. Reduce -35.3% 0.01% −0.02
AMD Advanced Micro Devices Reduce -0.6% 0.27% −0.02
LRCX Lam Research Corp. Reduce -21.3% 0.03% −0.02
AMP Ameriprise Financial Inc. Reduce -47.5% 0.02% −0.02
EW Edwards Lifesciences Corp. Reduce -43.4% 0.01% −0.02
MPC Marathon Petroleum Corp. Reduce -34.1% 0.02% −0.02
MNST Monster Beverage Corp. Sold out 0.00% −0.02
ANET Arista Networks Inc. Reduce -26.0% 0.05% −0.02
CRM Salesforce Inc. Reduce -37.5% 0.03% −0.02
HD Home Depot Inc. Reduce -12.6% 0.27% −0.01
COST Costco Wholesale Corp. Reduce -3.0% 0.19% −0.01
PG The Procter & Gamble Co. Reduce -1.8% 0.26% −0.01
AVGO Broadcom Inc. Reduce -7.7% 0.14% −0.01
SNPS Synopsys Inc. Reduce -0.6% 0.04% −0.01
XOM Exxon Mobil Corp. Reduce -10.6% 0.06% −0.01
TXN Texas Instruments Inc. Reduce -35.5% 0.02% −0.01
HLT Hilton Worldwide Holdings Inc. Reduce -38.8% 0.02% −0.01
TRV The Travelers Cos Inc. Reduce -39.5% 0.02% −0.01
GPN Global Payments Inc. Sold out 0.00% −0.01
TOST Toast Inc. Class A Sold out 0.00% −0.01
ABNB Airbnb Inc. Class A Reduce -54.2% 0.01% −0.01
EOG EOG Resources Inc. Reduce -5.1% 0.06% −0.01
NFLX Netflix Inc. Reduce -0.9% 0.22% −0.01

Portfolio Buys Q2 2024 → Q3 2024

SPY SS SPDR S&P 500 ETF Trust-US Add +216.7% 3.77% +2.55
IVV iShares Core S&P 500 ETF Add +15.8% 9.17% +1.02
WM Waste Management Inc. New 0.25% +0.25
CMG Chipotle Mexican Grill Inc. Add +612.3% 0.20% +0.17
SPGI S&P Global Inc. Add +60.2% 0.37% +0.15
ICE Intercontinental Exchange Inc. Add +169.4% 0.22% +0.14
PGR Progressive Corp. Add +97.3% 0.25% +0.14
CB Chubb Ltd. Add +113.9% 0.24% +0.13
GS Goldman Sachs Group Inc. Add +112.5% 0.22% +0.12
TJX TJX Companies Inc. Add +87.8% 0.25% +0.12
PODD Insulet Corp. Add +324.4% 0.15% +0.11
GE General Electric Add +38.8% 0.31% +0.11
ETN Eaton Corp. PLC Add +56.1% 0.30% +0.10
UBER Uber Technologies Inc. Add +41.4% 0.28% +0.07
DE Deere & Co. Add +54.4% 0.17% +0.06
ADP Automatic Data Processing Add +42.4% 0.17% +0.06
XLU St Sr Utl SL SE SPDR ETF-Usd Add +4.3% 0.37% +0.05
WMT Walmart Inc. Add +0.4% 0.44% +0.04
XLRE SS Real Estate Select Sector Add +4.1% 0.35% +0.04
KO The Coca-Cola Co. Add +12.3% 0.25% +0.04
SW Smurfit Westrock PLC New 0.03% +0.03
PM Philip Morris International Add +79.3% 0.04% +0.02
CL Colgate-Palmolive Co. Add +445.7% 0.02% +0.02
LMT Lockheed Martin Corp. New 0.02% +0.02
V Visa Inc. Class A Add +8.7% 0.41% +0.02
HBAN Huntington Bancshares Inc. New 0.02% +0.02
XLB SS Materials Select Sector Add +4.2% 0.34% +0.02
TMUS T-Mobile US Inc. Add +54.5% 0.03% +0.01
ZTS Zoetis Inc. Add +3.6% 0.18% +0.01
PEG Public Service Enterprise GP Add +67.7% 0.03% +0.01
ORCL Oracle Corp. Add +11.0% 0.06% +0.01
WELL Welltower Inc. Add +9.5% 0.06% +0.01
MDLZ Mondelez International Inc. Class A Add +4.8% 0.14% +0.01
PFG Principal Financial Group New 0.01% +0.01
RCL Royal Caribbean Cruises Ltd. New 0.01% +0.01
DTE DTE Energy Company New 0.01% +0.01
BDX Becton Dickinson and Co. Add +61.6% 0.03% +0.01
PANW Palo Alto Networks Inc. Add +46.8% 0.03% +0.01
OKE Oneok Inc. New 0.01% +0.01
TMO Thermo Fisher Scientific Inc. Add +1.7% 0.18% +0.01
MELI MercadoLibre Inc. Add +11.1% 0.04% +0.01
CARR Carrier Global Corp. Add +5.3% 0.04% +0.01
TRGP Targa Resources Corp. New 0.01% +0.01
FIS Fidelity National Info Serv New 0.01% +0.01
ABBV Abbvie Inc. Add +3.6% 0.08% +0.01
AWK American Water Works Co. Inc. Add +29.6% 0.03% +0.01
CI The Cigna Group New 0.01% +0.01
EQH Equitable Holdings Inc. New 0.01% +0.01
FCX Freeport-McMoran Inc. Add +37.5% 0.03% +0.01
HST Host Hotels & Resorts Inc. New 0.01% +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