Meiji Yasuda Life Insurance Co
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Meiji Yasuda Life Insurance Co reported 224 stock positions worth $3.5 billion. Its top holding was Ishr Ibx Usd Invgd CB ETF-Ui (LQD) at 61.3% of the portfolio, followed by SS SPDR P S&P 500 Hi Div ETF (SPYD, 13.4%) and Vanguard Long-Term Corp. Bond (VCLT, 6.3%). Compared with Q2 2025, it opened 33 new positions, sold out of 34, added to 93 and reduced 73. The biggest buy was a new position in SS Comm Select Sector SPDR (XLC) and the biggest sale an exit from SS Financial Select Sector (XLF).
- Most Recent 13F
- Q2 2026
- Location
- TOKYO, M0
- CIK
- 0001144492
- Portfolio Value
- $3.5B (Q3 2025)
- SEC Filing
- 0001193125-25-278358 ↗ filed Nov 13, 2025
Holdings Value
Holdings 224 stocks · $3.5B
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 61.28% | 19,120,368 | $2.1B | No change |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 13.40% | 10,592,146 | $466.1M | No change |
| VCLT Vanguard Long-Term Corp. Bond | 6.33% | 2,833,000 | $220.0M | No change |
| NVDA Nvidia Corp. | 1.29% | 239,898 | $44.8M | Add +1.3% |
| XLC SS Comm Select Sector SPDR | 1.08% | 317,133 | $37.5M | New |
| MSFT Microsoft Corp. | 1.01% | 68,145 | $35.3M | Add +1.8% |
| AAPL Apple Inc. | 1.01% | 138,316 | $35.2M | Add +1.2% |
| XLK SS Technology Select Sector | 0.84% | 103,903 | $29.3M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.65% | 92,997 | $22.6M | Reduce -0.1% |
| HDV iShares Core High Dividend E | 0.58% | 166,097 | $20.3M | No change |
| AMZN Amazon.com Inc. | 0.57% | 90,643 | $19.9M | Add +2.0% |
| IBDU iShares Ibonds Dec 2029 Term | 0.46% | 688,000 | $16.1M | Add +54.3% |
| META Meta Platforms Inc. Class A | 0.46% | 21,852 | $16.0M | Add +1.1% |
| AVGO Broadcom Inc. | 0.39% | 40,636 | $13.4M | Reduce -2.7% |
| TSLA Tesla Inc. | 0.29% | 22,418 | $10.0M | Add +0.6% |
| JPM JPMorgan Chase & Co. | 0.28% | 30,826 | $9.7M | Reduce -1.5% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.26% | 365,000 | $8.9M | Add +111.0% |
| XLY SS Consumer Disc Select Sect | 0.21% | 30,578 | $7.3M | New |
| V Visa Inc. Class A | 0.20% | 20,867 | $7.1M | Add +6.1% |
| WMT Walmart Inc. | 0.19% | 64,236 | $6.6M | Reduce -2.8% |
| LLY Eli Lilly & Co. | 0.16% | 7,275 | $5.6M | Add +0.3% |
| ORCL Oracle Corp. | 0.16% | 19,308 | $5.4M | Add +6.2% |
| ABBV Abbvie Inc. | 0.15% | 22,772 | $5.3M | Add +1.9% |
| JNJ Johnson & Johnson | 0.15% | 27,691 | $5.1M | Add +5.3% |
| NFLX Netflix Inc. | 0.15% | 4,219 | $5.1M | Add +3.4% |
| GE General Electric filed as GE AEROSPACE | 0.13% | 14,682 | $4.4M | Add +0.7% |
| HD Home Depot Inc. | 0.13% | 10,880 | $4.4M | Reduce -5.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 8,751 | $4.4M | Add +0.4% |
| PLTR Palantir Technologies Inc. Class A | 0.12% | 23,523 | $4.3M | Reduce -1.4% |
| COST Costco Wholesale Corp. | 0.12% | 4,435 | $4.1M | Reduce -3.6% |
| NOW ServiceNow Inc. | 0.12% | 4,387 | $4.0M | Add +6.3% |
| LIN Linde PLC | 0.11% | 8,280 | $3.9M | Reduce -7.4% |
| C Citigroup Inc. | 0.11% | 38,623 | $3.9M | Add +2.0% |
| WFC Wells Fargo & Co. | 0.11% | 46,369 | $3.9M | Add +24.5% |
| PG The Procter & Gamble Co. | 0.11% | 25,198 | $3.9M | Add +3.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.11% | 26,336 | $3.8M | Add +1.3% |
| BLK BlackRock Inc. | 0.10% | 3,036 | $3.5M | Add +0.3% |
| BKNG Booking Holdings Inc. | 0.10% | 652 | $3.5M | Add +3.5% |
| ETN Eaton Corp. PLC | 0.10% | 9,309 | $3.5M | Reduce -12.1% |
| ABT Abbott Laboratories | 0.09% | 24,434 | $3.3M | Reduce -5.0% |
| ANET Arista Networks Inc. | 0.09% | 22,401 | $3.3M | Reduce -18.0% |
| NEE Nextera Energy Inc. | 0.09% | 42,738 | $3.2M | Add +0.9% |
| WELL Welltower Inc. | 0.09% | 17,956 | $3.2M | Add +3.5% |
| PM Philip Morris International | 0.09% | 19,694 | $3.2M | Add +0.2% |
| BSX Boston Scientific Corp. | 0.09% | 32,464 | $3.2M | Add +0.2% |
| MA Mastercard Inc. Class A | 0.09% | 5,435 | $3.1M | Add +35.2% |
| AXP American Express Co. | 0.09% | 9,174 | $3.0M | Add +0.4% |
| XOM Exxon Mobil Corp. | 0.09% | 26,717 | $3.0M | Reduce -4.8% |
| KO The Coca-Cola Co. | 0.09% | 44,892 | $3.0M | Add +5.3% |
| GS Goldman Sachs Group Inc. | 0.08% | 3,698 | $2.9M | Reduce -19.1% |
| SPGI S&P Global Inc. | 0.08% | 6,050 | $2.9M | Add +0.8% |
| PWR Quanta Services Inc. | 0.08% | 6,749 | $2.8M | No change |
| GOOG Alphabet Inc. Class C | 0.08% | 10,924 | $2.7M | Add +2.0% |
| UBER Uber Technologies Inc. | 0.08% | 26,861 | $2.6M | Reduce -2.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.07% | 9,306 | $2.6M | Reduce -14.0% |
| PANW Palo Alto Networks Inc. | 0.07% | 12,306 | $2.5M | Add +4.2% |
| TMO Thermo Fisher Scientific Inc. | 0.07% | 5,014 | $2.4M | Reduce -0.2% |
| MELI MercadoLibre Inc. | 0.07% | 1,034 | $2.4M | Reduce -3.7% |
| VRT Vertiv Holdings Co. Class A | 0.07% | 15,939 | $2.4M | Reduce -28.0% |
| SCHW Schwab (charles) Corp. | 0.07% | 25,021 | $2.4M | Add +0.3% |
| HCA HCA Healthcare Inc. | 0.07% | 5,577 | $2.4M | Add +0.6% |
| ISRG Intuitive Surgical Inc. | 0.07% | 5,304 | $2.4M | Reduce -0.2% |
| LRCX Lam Research Corp. | 0.07% | 17,648 | $2.4M | Reduce -8.3% |
| RSG Republic Services Inc. | 0.06% | 9,832 | $2.3M | Reduce -2.5% |
| EOG EOG Resources Inc. | 0.06% | 19,815 | $2.2M | Reduce -0.3% |
| PODD Insulet Corp. | 0.06% | 7,192 | $2.2M | Reduce -0.6% |
| UNH Unitedhealth Group Inc. | 0.06% | 6,400 | $2.2M | Reduce -3.4% |
| SNPS Synopsys Inc. | 0.06% | 4,469 | $2.2M | Reduce -2.2% |
| VMC Vulcan Materials Co. | 0.06% | 7,058 | $2.2M | Reduce -0.6% |
| PGR Progressive Corp. | 0.06% | 8,675 | $2.1M | Add +27.1% |
| ORLY O'reilly Automotive Inc. | 0.06% | 19,618 | $2.1M | Add +0.1% |
| APH Amphenol Corp. Class A | 0.06% | 17,045 | $2.1M | Add +47.5% |
| MCD McDonald's Corp. | 0.06% | 6,889 | $2.1M | Add +42.0% |
| HEI.A Heico Corp. Class A | 0.06% | 8,188 | $2.1M | Reduce -0.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.06% | 6,714 | $2.1M | Reduce -2.9% |
| MU Micron Technology Inc. | 0.06% | 12,406 | $2.1M | Add +19.6% |
| GEV GE Vernova Inc. | 0.06% | 3,341 | $2.1M | Add +13.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.06% | 39,660 | $2.0M | Reduce -7.9% |
| AMD Advanced Micro Devices | 0.06% | 12,502 | $2.0M | Add +9.5% |
| WMB Williams Cos Inc. | 0.06% | 31,865 | $2.0M | Reduce -5.0% |
| SYK Stryker Corp. | 0.06% | 5,431 | $2.0M | Reduce -7.0% |
| INTU Intuit Inc. | 0.06% | 2,919 | $2.0M | Reduce -9.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.06% | 5,038 | $2.0M | Reduce -0.3% |
| ECL Ecolab Inc. | 0.06% | 7,167 | $2.0M | Add +37.9% |
| UNP Union Pacific Corp. | 0.06% | 8,260 | $2.0M | Reduce -0.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.06% | 3,966 | $1.9M | Add +1.1% |
| PLD Prologis Inc. | 0.06% | 16,955 | $1.9M | Reduce -6.9% |
| APTV Aptiv PLC | 0.06% | 22,501 | $1.9M | Add +11.1% |
| TMUS T-Mobile US Inc. | 0.06% | 8,094 | $1.9M | Add +0.6% |
| FISV Fiserv Inc. | 0.05% | 14,393 | $1.9M | Add +29.3% |
| CEG Constellation Energy | 0.05% | 5,631 | $1.9M | Add +2.3% |
| USB US Bancorp | 0.05% | 38,182 | $1.8M | Add +6.4% |
| HWM Howmet Aerospace Inc. | 0.05% | 9,388 | $1.8M | Add +38.0% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.05% | 56,395 | $1.8M | Add +10.4% |
| MCK McKesson Corp. | 0.05% | 2,374 | $1.8M | Reduce -25.7% |
| MSI Motorola Solutions Inc. | 0.05% | 3,942 | $1.8M | Add +0.2% |
| CTVA Corteva Inc. | 0.05% | 26,425 | $1.8M | Add +22.2% |
| FDX FedEx Corp. | 0.05% | 7,537 | $1.8M | Add +44.8% |
| DHR Danaher Corp. | 0.05% | 8,601 | $1.7M | Reduce -0.4% |
| ZTS Zoetis Inc. | 0.05% | 11,637 | $1.7M | Add +9.9% |
Portfolio Sells Q2 2025 → Q3 2025
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.34 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.25 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −0.19 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −0.17 |
| XLB SS Materials Select Sector | Sold out | 0.00% | −0.13 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.12 |
| VRSK Verisk Analytics Inc. | Sold out | 0.00% | −0.04 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.03 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.03 |
| CRM Salesforce Inc. | Reduce -45.4% | 0.03% | −0.03 |
| WAB Wabtec Corp. | Sold out | 0.00% | −0.03 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.03 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.02 |
| XYL Xylem Inc. | Reduce -46.1% | 0.03% | −0.02 |
| HBAN Huntington Bancshares Inc. | Reduce -53.2% | 0.02% | −0.02 |
| AWK American Water Works Co. Inc. | Reduce -42.2% | 0.03% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Reduce -50.2% | 0.01% | −0.02 |
| H Hyatt Hotels Corp. Class A | Sold out | 0.00% | −0.02 |
| HIG Hartford Insurance Group Inc. | Reduce -49.6% | 0.02% | −0.02 |
| INTU Intuit Inc. | Reduce -9.6% | 0.06% | −0.02 |
| TW Tradeweb Markets Inc. Class A | Reduce -0.6% | 0.05% | −0.02 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -0.2% | 0.07% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -3.6% | 0.12% | −0.02 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.02 |
| CARR Carrier Global Corp. | Reduce -6.2% | 0.05% | −0.02 |
| MCK McKesson Corp. | Reduce -25.7% | 0.05% | −0.02 |
| EQH Equitable Holdings Inc. | Sold out | 0.00% | −0.02 |
| KR Kroger Co. | Sold out | 0.00% | −0.02 |
| VRT Vertiv Holdings Co. Class A | Reduce -28.0% | 0.07% | −0.02 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.01 |
| MELI MercadoLibre Inc. | Reduce -3.7% | 0.07% | −0.01 |
| SNOW Snowflake Inc. | Reduce -23.5% | 0.04% | −0.01 |
| ADBE Adobe Inc. | Reduce -23.3% | 0.03% | −0.01 |
| ALGN Align Technology Inc. | Sold out | 0.00% | −0.01 |
| KIM Kimco Realty Corp. | Sold out | 0.00% | −0.01 |
| AON Aon PLC Class A | Sold out | 0.00% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -12.1% | 0.10% | −0.01 |
| LIN Linde PLC | Reduce -7.4% | 0.11% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -19.1% | 0.08% | −0.01 |
| GGG Graco Inc. | Sold out | 0.00% | −0.01 |
| NDSN Nordson Corp. | Sold out | 0.00% | −0.01 |
| SYK Stryker Corp. | Reduce -7.0% | 0.06% | −0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -0.3% | 0.06% | −0.01 |
| MO Altria Group Inc. | Reduce -48.9% | 0.01% | −0.01 |
| ABT Abbott Laboratories | Reduce -5.0% | 0.09% | −0.01 |
| AMCR Amcor PLC | Sold out | 0.00% | −0.01 |
| FIS Fidelity National Info Serv | Reduce -37.1% | 0.01% | −0.01 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.01 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| XLC SS Comm Select Sector SPDR | New | 1.08% | +1.08 |
| XLY SS Consumer Disc Select Sect | New | 0.21% | +0.21 |
| AAPL Apple Inc. | Add +1.2% | 1.01% | +0.18 |
| NVDA Nvidia Corp. | Add +1.3% | 1.29% | +0.17 |
| IBDU iShares Ibonds Dec 2029 Term | Add +54.3% | 0.46% | +0.15 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +111.0% | 0.26% | +0.13 |
| TSLA Tesla Inc. | Add +0.6% | 0.29% | +0.08 |
| XLK SS Technology Select Sector | Add +0.1% | 0.84% | +0.06 |
| ORCL Oracle Corp. | Add +6.2% | 0.16% | +0.04 |
| COF Capital One Financial Corp. | New | 0.03% | +0.03 |
| ABBV Abbvie Inc. | Add +1.9% | 0.15% | +0.03 |
| JNJ Johnson & Johnson | Add +5.3% | 0.15% | +0.03 |
| J Jacobs Solutions Inc. | New | 0.03% | +0.03 |
| APH Amphenol Corp. Class A | Add +47.5% | 0.06% | +0.03 |
| MSFT Microsoft Corp. | Add +1.8% | 1.01% | +0.02 |
| WFC Wells Fargo & Co. | Add +24.5% | 0.11% | +0.02 |
| MA Mastercard Inc. Class A | Add +35.2% | 0.09% | +0.02 |
| MU Micron Technology Inc. | Add +19.6% | 0.06% | +0.02 |
| VLTO Veralto Corp. | New | 0.02% | +0.02 |
| SE Sea Ltd.-ADR | New | 0.02% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +2.0% | 0.08% | +0.02 |
| RDDT Reddit Inc. Class A | New | 0.02% | +0.02 |
| COIN Coinbase Global Inc. Class A | New | 0.02% | +0.02 |
| BMI Badger Meter Inc. | New | 0.02% | +0.02 |
| EXE Expand Energy Corp. | New | 0.02% | +0.02 |
| MCD McDonald's Corp. | Add +42.0% | 0.06% | +0.02 |
| SOLV Solventum Corp. | New | 0.02% | +0.02 |
| TSN Tyson Foods Inc. Class A | New | 0.02% | +0.02 |
| RTX RTX Corp. | Add +64.7% | 0.04% | +0.02 |
| C Citigroup Inc. | Add +2.0% | 0.11% | +0.02 |
| GD General Dynamics Corp. | New | 0.02% | +0.02 |
| FDX FedEx Corp. | Add +44.8% | 0.05% | +0.02 |
| GE General Electric | Add +0.7% | 0.13% | +0.02 |
| HWM Howmet Aerospace Inc. | Add +38.0% | 0.05% | +0.02 |
| MRSH Marsh & McLennan Cos | New | 0.02% | +0.02 |
| TEAM Atlassian Corp. Class A | New | 0.02% | +0.02 |
| JCI Johnson Controls Internation | New | 0.01% | +0.01 |
| PNR Pentair PLC | New | 0.01% | +0.01 |
| ECL Ecolab Inc. | Add +37.9% | 0.06% | +0.01 |
| APTV Aptiv PLC | Add +11.1% | 0.06% | +0.01 |
| MPWR Monolithic Power Systems Inc. | Add +21.2% | 0.04% | +0.01 |
| MDB Mongodb Inc. | Add +33.1% | 0.03% | +0.01 |
| TJX TJX Companies Inc. | Add +1.3% | 0.11% | +0.01 |
| GEV GE Vernova Inc. | Add +13.9% | 0.06% | +0.01 |
| LHX L3HARRIS Technologies Inc. | New | 0.01% | +0.01 |
| WELL Welltower Inc. | Add +3.5% | 0.09% | +0.01 |
| KKR KKR & Co. Inc. | Add +82.4% | 0.03% | +0.01 |
| TFC Truist Financial Corp. | New | 0.01% | +0.01 |
| ABNB Airbnb Inc. Class A | New | 0.01% | +0.01 |
| NEM Newmont Corp. | Add +16.9% | 0.03% | +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 |