Meiji Yasuda Life Insurance Co
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Meiji Yasuda Life Insurance Co reported 225 stock positions worth $3.4 billion. Its top holding was Ishr Ibx Usd Invgd CB ETF-Ui (LQD) at 62.4% of the portfolio, followed by SS SPDR P S&P 500 Hi Div ETF (SPYD, 13.4%) and Vanguard Long-Term Corp. Bond (VCLT, 6.4%). Compared with Q1 2025, it opened 27 new positions, sold out of 36, added to 42 and reduced 126. The biggest buy was iShares Ibonds Dec 2029 Term (IBDU, shares +93%) and the biggest sale an exit from iShares Core S&P 500 ETF (IVV).
- Most Recent 13F
- Q2 2026
- Location
- TOKYO, M0
- CIK
- 0001144492
- Portfolio Value
- $3.4B (Q2 2025)
- SEC Filing
- 0000950123-25-008144 ↗ filed Aug 14, 2025
Holdings Value
Holdings 225 stocks · $3.4B
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 62.36% | 19,120,368 | $2.1B | No change |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 13.38% | 10,592,146 | $449.5M | No change |
| VCLT Vanguard Long-Term Corp. Bond | 6.40% | 2,833,000 | $215.0M | No change |
| NVDA Nvidia Corp. | 1.11% | 236,781 | $37.4M | Reduce -69.1% |
| MSFT Microsoft Corp. | 0.99% | 66,932 | $33.3M | Reduce -72.0% |
| AAPL Apple Inc. | 0.83% | 136,640 | $28.0M | Reduce -62.6% |
| XLK SS Technology Select Sector | 0.78% | 103,792 | $26.3M | Reduce -8.0% |
| AMZN Amazon.com Inc. | 0.58% | 88,883 | $19.5M | Reduce -70.5% |
| HDV iShares Core High Dividend E | 0.58% | 166,097 | $19.5M | No change |
| GOOGL Alphabet Inc. Class A | 0.49% | 93,092 | $16.4M | Reduce -2.3% |
| META Meta Platforms Inc. Class A | 0.47% | 21,609 | $15.9M | Reduce -66.0% |
| AVGO Broadcom Inc. | 0.34% | 41,747 | $11.5M | Reduce -64.6% |
| XLF SS Financial Select Sector | 0.34% | 217,472 | $11.4M | Reduce -18.7% |
| IBDU iShares Ibonds Dec 2029 Term | 0.31% | 446,000 | $10.4M | Add +93.1% |
| JPM JPMorgan Chase & Co. | 0.27% | 31,284 | $9.1M | Reduce -75.1% |
| XLI SS Industrial Select Sector | 0.25% | 57,577 | $8.5M | No change |
| TSLA Tesla Inc. | 0.21% | 22,292 | $7.1M | Reduce -68.8% |
| V Visa Inc. Class A | 0.21% | 19,670 | $7.0M | Reduce -74.6% |
| XLP SS Consumer Staples Sel Sect | 0.19% | 79,949 | $6.5M | No change |
| WMT Walmart Inc. | 0.19% | 66,055 | $6.5M | Reduce -75.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.17% | 69,746 | $5.7M | Reduce -78.2% |
| LLY Eli Lilly & Co. | 0.17% | 7,250 | $5.7M | Reduce -74.2% |
| NFLX Netflix Inc. | 0.16% | 4,080 | $5.5M | Reduce -74.0% |
| COST Costco Wholesale Corp. | 0.14% | 4,601 | $4.6M | Reduce -55.0% |
| XLB SS Materials Select Sector | 0.13% | 51,417 | $4.5M | Reduce -78.6% |
| NOW ServiceNow Inc. | 0.13% | 4,128 | $4.2M | Reduce -76.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 8,715 | $4.2M | Add +5.9% |
| HD Home Depot Inc. | 0.13% | 11,531 | $4.2M | Reduce -66.9% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.12% | 173,000 | $4.2M | New |
| LIN Linde PLC | 0.12% | 8,945 | $4.2M | Reduce -2.1% |
| XLV SS Health Care Select Sector | 0.12% | 30,967 | $4.2M | New |
| ABBV Abbvie Inc. | 0.12% | 22,354 | $4.1M | Reduce -2.9% |
| JNJ Johnson & Johnson | 0.12% | 26,310 | $4.0M | Add +7.9% |
| ORCL Oracle Corp. | 0.12% | 18,189 | $4.0M | Reduce -0.8% |
| PG The Procter & Gamble Co. | 0.12% | 24,304 | $3.9M | Reduce -69.3% |
| ETN Eaton Corp. PLC | 0.11% | 10,591 | $3.8M | Reduce -80.6% |
| GE General Electric filed as GE AEROSPACE | 0.11% | 14,586 | $3.8M | Reduce -83.9% |
| BKNG Booking Holdings Inc. | 0.11% | 630 | $3.6M | Reduce -6.9% |
| PM Philip Morris International | 0.11% | 19,660 | $3.6M | Reduce -7.2% |
| ABT Abbott Laboratories | 0.10% | 25,721 | $3.5M | Add +2.8% |
| BSX Boston Scientific Corp. | 0.10% | 32,400 | $3.5M | Reduce -82.3% |
| PLTR Palantir Technologies Inc. Class A | 0.10% | 23,855 | $3.3M | Reduce -2.0% |
| GS Goldman Sachs Group Inc. | 0.10% | 4,570 | $3.2M | Reduce -82.0% |
| C Citigroup Inc. | 0.10% | 37,870 | $3.2M | Reduce -0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.10% | 26,002 | $3.2M | Reduce -63.2% |
| BLK BlackRock Inc. | 0.09% | 3,027 | $3.2M | Reduce -0.3% |
| SPGI S&P Global Inc. | 0.09% | 6,005 | $3.2M | Reduce -84.2% |
| XOM Exxon Mobil Corp. | 0.09% | 28,056 | $3.0M | Add +8.3% |
| KO The Coca-Cola Co. | 0.09% | 42,633 | $3.0M | Reduce -74.7% |
| WFC Wells Fargo & Co. | 0.09% | 37,235 | $3.0M | Reduce -3.7% |
| NEE Nextera Energy Inc. | 0.09% | 42,359 | $2.9M | Add +23.4% |
| AXP American Express Co. | 0.09% | 9,140 | $2.9M | Reduce -0.3% |
| ISRG Intuitive Surgical Inc. | 0.09% | 5,315 | $2.9M | Reduce -2.6% |
| VRT Vertiv Holdings Co. Class A | 0.08% | 22,148 | $2.8M | Reduce -1.0% |
| MELI MercadoLibre Inc. | 0.08% | 1,074 | $2.8M | Add +3.9% |
| ANET Arista Networks Inc. | 0.08% | 27,324 | $2.8M | Add +6.4% |
| WELL Welltower Inc. | 0.08% | 17,353 | $2.7M | Reduce -14.4% |
| UBER Uber Technologies Inc. | 0.08% | 27,610 | $2.6M | Reduce -86.8% |
| PWR Quanta Services Inc. | 0.08% | 6,749 | $2.6M | Reduce -14.0% |
| INTU Intuit Inc. | 0.08% | 3,229 | $2.5M | Reduce -82.0% |
| RSG Republic Services Inc. | 0.07% | 10,085 | $2.5M | Reduce -2.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.07% | 10,816 | $2.4M | No change |
| PANW Palo Alto Networks Inc. | 0.07% | 11,812 | $2.4M | Reduce -86.1% |
| EOG EOG Resources Inc. | 0.07% | 19,869 | $2.4M | Reduce -6.2% |
| SNPS Synopsys Inc. | 0.07% | 4,569 | $2.3M | Add +3.2% |
| MCK McKesson Corp. | 0.07% | 3,196 | $2.3M | Add +10.3% |
| SYK Stryker Corp. | 0.07% | 5,842 | $2.3M | Reduce -2.1% |
| SCHW Schwab (charles) Corp. | 0.07% | 24,933 | $2.3M | Reduce -2.6% |
| PODD Insulet Corp. | 0.07% | 7,233 | $2.3M | Reduce -76.7% |
| MA Mastercard Inc. Class A | 0.07% | 4,019 | $2.3M | Reduce -84.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.07% | 5,055 | $2.3M | Reduce -79.9% |
| TW Tradeweb Markets Inc. Class A | 0.07% | 15,281 | $2.2M | No change |
| CARR Carrier Global Corp. | 0.07% | 30,347 | $2.2M | Add +22.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.07% | 6,917 | $2.2M | Add +2.4% |
| HEI.A Heico Corp. Class A | 0.06% | 8,251 | $2.1M | Reduce -17.1% |
| HCA HCA Healthcare Inc. | 0.06% | 5,546 | $2.1M | Add +1.2% |
| WMB Williams Cos Inc. | 0.06% | 33,552 | $2.1M | Add +3.1% |
| UNH Unitedhealth Group Inc. | 0.06% | 6,622 | $2.1M | Reduce -84.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.06% | 43,074 | $2.0M | Reduce -2.7% |
| TMO Thermo Fisher Scientific Inc. | 0.06% | 5,025 | $2.0M | Reduce -65.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.06% | 3,923 | $2.0M | Reduce -9.2% |
| CRM Salesforce Inc. | 0.06% | 7,316 | $2.0M | Add +2.9% |
| FISV Fiserv Inc. | 0.06% | 11,133 | $1.9M | Add +83.0% |
| TMUS T-Mobile US Inc. | 0.06% | 8,044 | $1.9M | Reduce -8.5% |
| PLD Prologis Inc. | 0.06% | 18,220 | $1.9M | Reduce -0.7% |
| UNP Union Pacific Corp. | 0.06% | 8,284 | $1.9M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 0.06% | 10,710 | $1.9M | Reduce -94.1% |
| LRCX Lam Research Corp. | 0.06% | 19,234 | $1.9M | Reduce -0.7% |
| VMC Vulcan Materials Co. | 0.06% | 7,101 | $1.9M | No change |
| XYL Xylem Inc. | 0.06% | 14,287 | $1.8M | Reduce -18.6% |
| PGR Progressive Corp. | 0.05% | 6,825 | $1.8M | Reduce -87.3% |
| SNOW Snowflake Inc. | 0.05% | 8,123 | $1.8M | Reduce -7.4% |
| CEG Constellation Energy | 0.05% | 5,506 | $1.8M | Reduce -4.2% |
| ORLY O'reilly Automotive Inc. | 0.05% | 19,589 | $1.8M | Add +37.8% |
| DHR Danaher Corp. | 0.05% | 8,636 | $1.7M | Reduce -0.3% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.05% | 51,063 | $1.7M | Reduce -19.3% |
| MSI Motorola Solutions Inc. | 0.05% | 3,935 | $1.7M | Add +2.7% |
| ZTS Zoetis Inc. | 0.05% | 10,590 | $1.7M | Reduce -76.9% |
| AWK American Water Works Co. Inc. | 0.05% | 11,814 | $1.6M | Reduce -10.0% |
| CVX Chevron Corp. | 0.05% | 11,353 | $1.6M | Add +17.6% |
Portfolio Sells Q1 2025 → Q2 2025
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −12.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −3.97 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −2.29 |
| MSFT Microsoft Corp. | Reduce -72.0% | 0.99% | −0.80 |
| AAPL Apple Inc. | Reduce -62.6% | 0.83% | −0.79 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.58 |
| AMZN Amazon.com Inc. | Reduce -70.5% | 0.58% | −0.57 |
| NVDA Nvidia Corp. | Reduce -69.1% | 1.11% | −0.54 |
| GOOG Alphabet Inc. Class C | Reduce -94.1% | 0.06% | −0.51 |
| UNH Unitedhealth Group Inc. | Reduce -84.3% | 0.06% | −0.38 |
| XLRE SS Real Estate Select Sector | Sold out | 0.00% | −0.36 |
| JPM JPMorgan Chase & Co. | Reduce -75.1% | 0.27% | −0.35 |
| V Visa Inc. Class A | Reduce -74.6% | 0.21% | −0.33 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -78.2% | 0.17% | −0.33 |
| LLY Eli Lilly & Co. | Reduce -74.2% | 0.17% | −0.30 |
| SPGI S&P Global Inc. | Reduce -84.2% | 0.09% | −0.29 |
| WMT Walmart Inc. | Reduce -75.3% | 0.19% | −0.28 |
| XLB SS Materials Select Sector | Reduce -78.6% | 0.13% | −0.28 |
| BSX Boston Scientific Corp. | Reduce -82.3% | 0.10% | −0.26 |
| META Meta Platforms Inc. Class A | Reduce -66.0% | 0.47% | −0.26 |
| GE General Electric | Reduce -83.9% | 0.11% | −0.25 |
| PGR Progressive Corp. | Reduce -87.3% | 0.05% | −0.25 |
| UBER Uber Technologies Inc. | Reduce -86.8% | 0.08% | −0.23 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.23 |
| MA Mastercard Inc. Class A | Reduce -84.5% | 0.07% | −0.22 |
| PANW Palo Alto Networks Inc. | Reduce -86.1% | 0.07% | −0.22 |
| ICE Intercontinental Exchange Inc. | Reduce -91.2% | 0.04% | −0.22 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.21 |
| ADP Automatic Data Processing | Reduce -96.0% | 0.01% | −0.19 |
| ETN Eaton Corp. PLC | Reduce -80.6% | 0.11% | −0.18 |
| GS Goldman Sachs Group Inc. | Reduce -82.0% | 0.10% | −0.18 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -79.9% | 0.07% | −0.18 |
| DE Deere & Co. | Sold out | 0.00% | −0.16 |
| TSLA Tesla Inc. | Reduce -68.8% | 0.21% | −0.16 |
| NOW ServiceNow Inc. | Reduce -76.7% | 0.13% | −0.16 |
| PG The Procter & Gamble Co. | Reduce -69.3% | 0.12% | −0.15 |
| KO The Coca-Cola Co. | Reduce -74.7% | 0.09% | −0.15 |
| MRK Merck & Co. Inc. | Reduce -90.8% | 0.02% | −0.15 |
| INTU Intuit Inc. | Reduce -82.0% | 0.08% | −0.14 |
| NFLX Netflix Inc. | Reduce -74.0% | 0.16% | −0.13 |
| HD Home Depot Inc. | Reduce -66.9% | 0.13% | −0.13 |
| CMG Chipotle Mexican Grill Inc. | Reduce -88.3% | 0.03% | −0.12 |
| MU Micron Technology Inc. | Reduce -88.8% | 0.04% | −0.12 |
| AMGN Amgen Inc. | Reduce -90.5% | 0.02% | −0.12 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.12 |
| DECK Deckers Outdoor Corp. | Sold out | 0.00% | −0.11 |
| ZTS Zoetis Inc. | Reduce -76.9% | 0.05% | −0.10 |
| PODD Insulet Corp. | Reduce -76.7% | 0.07% | −0.10 |
| DIS The Walt Disney Co. | Reduce -82.5% | 0.05% | −0.10 |
| TMO Thermo Fisher Scientific Inc. | Reduce -65.9% | 0.06% | −0.09 |
Portfolio Buys Q1 2025 → Q2 2025
| IBDU iShares Ibonds Dec 2029 Term | Add +93.1% | 0.31% | +0.20 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | New | 0.12% | +0.12 |
| XLV SS Health Care Select Sector | New | 0.12% | +0.12 |
| ANET Arista Networks Inc. | Add +6.4% | 0.08% | +0.04 |
| MELI MercadoLibre Inc. | Add +3.9% | 0.08% | +0.04 |
| NEE Nextera Energy Inc. | Add +23.4% | 0.09% | +0.04 |
| JNJ Johnson & Johnson | Add +7.9% | 0.12% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.9% | 0.13% | +0.04 |
| ABT Abbott Laboratories | Add +2.8% | 0.10% | +0.04 |
| CARR Carrier Global Corp. | Add +22.8% | 0.07% | +0.03 |
| HON Honeywell International Inc. | New | 0.03% | +0.03 |
| SNPS Synopsys Inc. | Add +3.2% | 0.07% | +0.03 |
| PYPL PayPal Holdings Inc. | Add +74.5% | 0.05% | +0.03 |
| MCK McKesson Corp. | Add +10.3% | 0.07% | +0.03 |
| FISV Fiserv Inc. | Add +83.0% | 0.06% | +0.03 |
| XOM Exxon Mobil Corp. | Add +8.3% | 0.09% | +0.03 |
| APH Amphenol Corp. Class A | Add +82.8% | 0.03% | +0.03 |
| HCA HCA Healthcare Inc. | Add +1.2% | 0.06% | +0.03 |
| ORLY O'reilly Automotive Inc. | Add +37.8% | 0.05% | +0.03 |
| DDOG Datadog Inc. Class A | Add +79.3% | 0.03% | +0.02 |
| WMB Williams Cos Inc. | Add +3.1% | 0.06% | +0.02 |
| FDX FedEx Corp. | Add +105.6% | 0.04% | +0.02 |
| SPOT Spotify Technology SA | New | 0.02% | +0.02 |
| CL Colgate-Palmolive Co. | Add +34.1% | 0.05% | +0.02 |
| ADBE Adobe Inc. | Add +38.5% | 0.04% | +0.02 |
| CRM Salesforce Inc. | Add +2.9% | 0.06% | +0.02 |
| RTX RTX Corp. | New | 0.02% | +0.02 |
| MRVL Marvell Technology Inc. | Add +125.3% | 0.03% | +0.02 |
| DOC Healthpeak Properties Inc. | New | 0.02% | +0.02 |
| MCD McDonald's Corp. | Add +37.9% | 0.04% | +0.02 |
| AJG Arthur J Gallagher & Co. | Add +2.4% | 0.07% | +0.02 |
| MNST Monster Beverage Corp. | New | 0.02% | +0.02 |
| NEM Newmont Corp. | New | 0.02% | +0.02 |
| APTV Aptiv PLC | Add +5.7% | 0.04% | +0.02 |
| HBAN Huntington Bancshares Inc. | Add +8.0% | 0.04% | +0.02 |
| VRSK Verisk Analytics Inc. | Add +12.0% | 0.04% | +0.02 |
| RCL Royal Caribbean Cruises Ltd. | Add +6.0% | 0.03% | +0.02 |
| CVX Chevron Corp. | Add +17.6% | 0.05% | +0.02 |
| MSI Motorola Solutions Inc. | Add +2.7% | 0.05% | +0.02 |
| KR Kroger Co. | New | 0.02% | +0.02 |
| CCI Crown Castle Inc. | New | 0.02% | +0.02 |
| ON On Semiconductor | Add +89.0% | 0.02% | +0.02 |
| EQT Eqt Corp. | New | 0.01% | +0.01 |
| IOT Samsara Inc. Class A | New | 0.01% | +0.01 |
| SSNC Ss&c Technologies Holdings | Add +5.4% | 0.04% | +0.01 |
| JBHT Hunt (jb) Transprt SVCS Inc. | New | 0.01% | +0.01 |
| UAL United Airlines Holdings Inc. | New | 0.01% | +0.01 |
| AON Aon PLC Class A | New | 0.01% | +0.01 |
| TRV The Travelers Cos Inc. | Add +7.6% | 0.03% | +0.01 |
| SW Smurfit Westrock PLC | Add +4.5% | 0.04% | +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 |