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

0$2.0B$4.0B$6.0B Q1 2024: $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 $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 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%
USB US Bancorp 0.05% 35,900 $1.6M Reduce -28.6%
AMD Advanced Micro Devices 0.05% 11,413 $1.6M Reduce -77.8%
CTVA Corteva Inc. 0.05% 21,628 $1.6M No change
PYPL PayPal Holdings Inc. 0.05% 21,322 $1.6M Add +74.5%
ZS Zscaler Inc. 0.05% 5,006 $1.6M No change
CL Colgate-Palmolive Co. 0.05% 17,182 $1.6M Add +34.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 12,572 $1.6M Reduce -82.5%
GEV GE Vernova Inc. 0.05% 2,934 $1.6M Reduce -76.7%
EMR Emerson Electric Co. 0.04% 11,005 $1.5M Reduce -26.9%
MCD McDonald's Corp. 0.04% 4,850 $1.4M Add +37.9%
VRSK Verisk Analytics Inc. 0.04% 4,506 $1.4M Add +12.0%
ECL Ecolab Inc. 0.04% 5,197 $1.4M No change
VZ Verizon Communications Inc. 0.04% 31,956 $1.4M Reduce -4.0%
SRE Sempra 0.04% 18,246 $1.4M No change
APTV Aptiv PLC 0.04% 20,262 $1.4M Add +5.7%
ADBE Adobe Inc. 0.04% 3,557 $1.4M Add +38.5%
PEP Pepsico Inc. 0.04% 10,393 $1.4M Reduce -37.8%
HBAN Huntington Bancshares Inc. 0.04% 81,680 $1.4M Add +8.0%
ROP Roper Technologies Inc. 0.04% 2,378 $1.3M Reduce -3.3%
SSNC Ss&c Technologies Holdings 0.04% 16,176 $1.3M Add +5.4%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.04% 1,257 $1.3M Reduce -2.8%
MU Micron Technology Inc. 0.04% 10,374 $1.3M Reduce -88.8%
HWM Howmet Aerospace Inc. 0.04% 6,802 $1.3M Reduce -27.1%
HIG Hartford Insurance Group Inc. 0.04% 9,959 $1.3M Reduce -0.7%
SW Smurfit Westrock PLC 0.04% 28,828 $1.2M Add +4.5%
ARM Arm Holdings PLC-ADR 0.04% 7,679 $1.2M No change
PHM Pultegroup Inc. 0.04% 11,544 $1.2M No change
AME Ametek Inc. 0.04% 6,710 $1.2M No change
SO The Southern Co. 0.04% 13,022 $1.2M Reduce -4.7%
FDX FedEx Corp. 0.04% 5,205 $1.2M Add +105.6%
ICE Intercontinental Exchange Inc. 0.04% 6,443 $1.2M Reduce -91.2%
O Realty Income Corp. 0.03% 20,332 $1.2M Reduce -12.5%
MS Morgan Stanley 0.03% 8,219 $1.2M Reduce -0.7%
APH Amphenol Corp. Class A 0.03% 11,555 $1.1M Add +82.8%
MPC Marathon Petroleum Corp. 0.03% 6,828 $1.1M No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.03% 33,264 $1.1M Reduce -21.1%
DDOG Datadog Inc. Class A 0.03% 8,366 $1.1M Add +79.3%
HON Honeywell International Inc. 0.03% 4,825 $1.1M New
TRV The Travelers Cos Inc. 0.03% 4,181 $1.1M Add +7.6%
LMT Lockheed Martin Corp. 0.03% 2,365 $1.1M Reduce -7.7%
PINS Pinterest Inc. Class A 0.03% 29,077 $1.0M Reduce -32.8%
KEYS Keysight Technologies Inc. 0.03% 6,311 $1.0M No change
CMG Chipotle Mexican Grill Inc. 0.03% 17,940 $1.0M Reduce -88.3%
INCY Incyte Corp. 0.03% 14,755 $1.0M Reduce -5.0%
KLAC KLA Corp. 0.03% 1,121 $1.0M Reduce -7.5%
MPWR Monolithic Power Systems Inc. 0.03% 1,370 $1.0M Reduce -10.0%
RCL Royal Caribbean Cruises Ltd. 0.03% 3,196 $1.0M Add +6.0%
MRVL Marvell Technology Inc. 0.03% 11,806 $914K Add +125.3%
WAB Wabtec Corp. 0.03% 4,255 $891K Reduce -3.0%
CTAS Cintas Corp. 0.03% 3,849 $858K Reduce -1.3%
FICO Fair Isaac Corp. 0.03% 462 $845K Reduce -0.9%
FCX Freeport-McMoran Inc. 0.03% 19,403 $841K No change
INVH Invitation Homes Inc. 0.02% 25,380 $832K No change
JBL Jabil Inc. 0.02% 3,650 $796K Reduce -15.2%
MO Altria Group Inc. 0.02% 13,039 $764K Reduce -18.1%
SPOT Spotify Technology SA 0.02% 995 $764K New
NVR NVR Inc. 0.02% 103 $761K Reduce -14.9%
ACN Accenture PLC Class A 0.02% 2,543 $760K Reduce -53.8%
RTX RTX Corp. 0.02% 4,871 $711K New
NBIX Neurocrine Biosciences Inc. 0.02% 5,606 $705K No change
ON On Semiconductor 0.02% 13,375 $701K Add +89.0%
PFG Principal Financial Group 0.02% 8,761 $696K Add +30.8%
DOC Healthpeak Properties Inc. 0.02% 38,831 $680K New
MRK Merck & Co. Inc. 0.02% 8,522 $675K Reduce -90.8%
APP AppLovin Corp. Class A 0.02% 1,901 $666K Reduce -20.8%
FIS Fidelity National Info Serv 0.02% 7,938 $646K Reduce -29.7%
MNST Monster Beverage Corp. 0.02% 10,295 $645K New
H Hyatt Hotels Corp. Class A 0.02% 4,600 $642K No change
NEM Newmont Corp. 0.02% 10,992 $640K New
QCOM Qualcomm Inc. 0.02% 3,899 $621K Reduce -12.4%
CSL Carlisle Cos Inc. 0.02% 1,662 $621K Reduce -31.8%
COP Conocophillips 0.02% 6,796 $610K Reduce -0.9%
BFAM Bright Horizons Family Solut 0.02% 4,929 $609K No change
ESI Element Solutions Inc. 0.02% 26,796 $607K No change
UPS United Parcel Service Class B 0.02% 5,947 $600K Add +10.1%
KKR KKR & Co. Inc. 0.02% 4,367 $581K Reduce -10.7%
AMGN Amgen Inc. 0.02% 2,077 $580K Reduce -90.5%
BMRN Biomarin Pharmaceutical Inc. 0.02% 10,451 $574K No change
DTE DTE Energy Company 0.02% 4,301 $570K Reduce -24.0%
EQH Equitable Holdings Inc. 0.02% 9,671 $543K Reduce -8.9%
RF Regions Financial Corp. 0.02% 22,937 $539K Add +130.9%
MDB Mongodb Inc. 0.02% 2,513 $528K Reduce -37.1%
NDAQ Nasdaq Inc. 0.02% 5,872 $525K Reduce -8.0%
KR Kroger Co. 0.02% 7,300 $524K New
COR Cencora Inc. 0.02% 1,743 $523K Reduce -27.2%
PEG Public Service Enterprise GP 0.02% 6,208 $523K Reduce -43.6%
DASH DoorDash Inc. Class A 0.02% 2,100 $518K Add +6.8%
CCI Crown Castle Inc. 0.02% 5,000 $514K New
FTNT Fortinet Inc. 0.01% 4,774 $505K Reduce -9.3%
GILD Gilead Sciences Inc. 0.01% 4,500 $499K Reduce -25.2%
EQT Eqt Corp. 0.01% 8,404 $490K New
IOT Samsara Inc. Class A 0.01% 12,300 $489K New
BDX Becton Dickinson and Co. 0.01% 2,789 $480K Reduce -9.5%
JBHT Hunt (jb) Transprt SVCS Inc. 0.01% 3,297 $473K New
MTD Mettler-Toledo International 0.01% 397 $466K Reduce -11.6%
UAL United Airlines Holdings Inc. 0.01% 5,749 $458K New
ALGN Align Technology Inc. 0.01% 2,299 $435K No change
KIM Kimco Realty Corp. 0.01% 20,593 $433K Reduce -8.9%
AON Aon PLC Class A 0.01% 1,213 $433K New
STZ Constellation Brands Inc. Class A 0.01% 2,509 $408K No change
ADP Automatic Data Processing 0.01% 1,316 $406K Reduce -96.0%
CELH Celsius Holdings Inc. 0.01% 8,512 $395K No change
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.01% 5,472 $394K Reduce -6.6%
GGG Graco Inc. 0.01% 4,424 $380K New
NDSN Nordson Corp. 0.01% 1,738 $373K New
EXAS Exact Sciences Corp. 0.01% 6,707 $356K No change
WST West Pharmaceutical Services 0.01% 1,591 $348K New
AMCR Amcor PLC 0.01% 36,572 $336K New
CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC 0.01% 3,572 $329K Add +10.8%
PAYX Paychex Inc. 0.01% 2,193 $319K New
GPN Global Payments Inc. 0.01% 3,980 $319K New
KMI Kinder Morgan Inc. 0.01% 10,799 $317K New
CSCO Cisco Systems Inc. 0.01% 4,213 $292K Add +8.3%
PKG Packaging Corp. of America 0.01% 1,536 $289K Reduce -7.8%
GRMN Garmin Ltd. 0.01% 1,322 $276K Reduce -31.3%
CRBG Corebridge Financial Inc. 0.01% 7,728 $274K Reduce -34.6%
RMD Resmed Inc. 0.01% 1,058 $273K Reduce -23.5%
BMY Bristol-Myers Squibb Co. 0.01% 5,786 $268K Add +9.6%
CI The Cigna Group 0.01% 788 $260K Reduce -8.7%
DAR Darling Ingredients Inc. 0.01% 6,471 $246K No change
CTRA Coterra Energy Inc. 0.01% 9,630 $244K New
CG The Carlyle Group Inc. 0.01% 4,679 $241K New
DRI Darden Restaurants Inc. 0.01% 1,018 $222K New
ACM Aecom 0.01% 1,821 $206K New
Z Zillow Group Inc. Class C 0.01% 2,884 $202K New

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

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