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

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 Q2 2025 Q3 2025: $3.5B $3.5B Q3 2025 Q4 2025: $3.5B Q4 2025 Q1 2026: $2.9B Q1 2026 Q2 2026: $3.0B Q2 2026

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%
CARR Carrier Global Corp. 0.05% 28,455 $1.7M Reduce -6.2%
CL Colgate-Palmolive Co. 0.05% 21,157 $1.7M Add +23.1%
TW Tradeweb Markets Inc. Class A 0.05% 15,184 $1.7M Reduce -0.6%
CVX Chevron Corp. 0.05% 10,600 $1.6M Reduce -6.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 14,365 $1.6M Add +14.3%
SRE Sempra 0.05% 18,092 $1.6M Reduce -0.8%
PYPL PayPal Holdings Inc. 0.05% 23,874 $1.6M Add +12.0%
MPWR Monolithic Power Systems Inc. 0.04% 1,661 $1.5M Add +21.2%
PHM Pultegroup Inc. 0.04% 11,446 $1.5M Reduce -0.8%
ZS Zscaler Inc. 0.04% 5,006 $1.5M No change
PEP Pepsico Inc. 0.04% 10,456 $1.5M Add +0.6%
MPC Marathon Petroleum Corp. 0.04% 7,573 $1.5M Add +10.9%
VZ Verizon Communications Inc. 0.04% 32,178 $1.4M Add +0.7%
SNOW Snowflake Inc. 0.04% 6,217 $1.4M Reduce -23.5%
MS Morgan Stanley 0.04% 8,643 $1.4M Add +5.2%
SSNC Ss&c Technologies Holdings 0.04% 15,200 $1.3M Reduce -6.0%
RTX RTX Corp. 0.04% 8,021 $1.3M Add +64.7%
EMR Emerson Electric Co. 0.04% 10,074 $1.3M Reduce -8.5%
AME Ametek Inc. 0.04% 6,710 $1.3M No change
O Realty Income Corp. 0.04% 20,731 $1.3M Add +2.0%
APP AppLovin Corp. Class A 0.04% 1,744 $1.3M Reduce -8.3%
INCY Incyte Corp. 0.03% 14,241 $1.2M Reduce -3.5%
ICE Intercontinental Exchange Inc. 0.03% 7,139 $1.2M Add +10.8%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.03% 1,257 $1.2M No change
DDOG Datadog Inc. Class A 0.03% 8,366 $1.2M No change
SW Smurfit Westrock PLC 0.03% 27,586 $1.2M Reduce -4.3%
XYL Xylem Inc. 0.03% 7,699 $1.1M Reduce -46.1%
ROP Roper Technologies Inc. 0.03% 2,275 $1.1M Reduce -4.3%
SO The Southern Co. 0.03% 11,942 $1.1M Reduce -8.3%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.03% 32,886 $1.1M Reduce -1.1%
KEYS Keysight Technologies Inc. 0.03% 6,311 $1.1M No change
COF Capital One Financial Corp. 0.03% 5,172 $1.1M New
ARM Arm Holdings PLC-ADR 0.03% 7,679 $1.1M No change
NEM Newmont Corp. 0.03% 12,854 $1.1M Add +16.9%
RCL Royal Caribbean Cruises Ltd. 0.03% 3,224 $1.0M Add +0.9%
MDB Mongodb Inc. 0.03% 3,344 $1.0M Add +33.1%
KKR KKR & Co. Inc. 0.03% 7,967 $1.0M Add +82.4%
KLAC KLA Corp. 0.03% 959 $1.0M Reduce -14.4%
HON Honeywell International Inc. 0.03% 4,869 $1.0M Add +0.9%
ADBE Adobe Inc. 0.03% 2,728 $962K Reduce -23.3%
AWK American Water Works Co. Inc. 0.03% 6,825 $950K Reduce -42.2%
MRVL Marvell Technology Inc. 0.03% 11,274 $948K Reduce -4.5%
CRM Salesforce Inc. 0.03% 3,993 $946K Reduce -45.4%
DASH DoorDash Inc. Class A 0.03% 3,469 $944K Add +65.2%
J Jacobs Solutions Inc. 0.03% 6,230 $934K New
SPOT Spotify Technology SA 0.03% 1,336 $933K Add +34.3%
PINS Pinterest Inc. Class A 0.02% 26,904 $866K Reduce -7.5%
DOC Healthpeak Properties Inc. 0.02% 44,836 $859K Add +15.5%
NBIX Neurocrine Biosciences Inc. 0.02% 5,606 $787K No change
FICO Fair Isaac Corp. 0.02% 522 $781K Add +13.0%
DTE DTE Energy Company 0.02% 5,514 $780K Add +28.2%
FCX Freeport-McMoran Inc. 0.02% 19,403 $761K No change
INVH Invitation Homes Inc. 0.02% 25,380 $744K No change
JBL Jabil Inc. 0.02% 3,338 $725K Reduce -8.6%
MNST Monster Beverage Corp. 0.02% 10,489 $706K Add +1.9%
VLTO Veralto Corp. 0.02% 6,600 $704K New
SE Sea Ltd.-ADR 0.02% 3,905 $698K New
GRMN Garmin Ltd. 0.02% 2,782 $685K Add +110.4%
RDDT Reddit Inc. Class A 0.02% 2,941 $676K New
ESI Element Solutions Inc. 0.02% 26,796 $674K No change
HIG Hartford Insurance Group Inc. 0.02% 5,015 $669K Reduce -49.6%
COIN Coinbase Global Inc. Class A 0.02% 1,970 $665K New
BMI Badger Meter Inc. 0.02% 3,700 $661K New
HBAN Huntington Bancshares Inc. 0.02% 38,209 $660K Reduce -53.2%
ON On Semiconductor 0.02% 13,375 $660K No change
QCOM Qualcomm Inc. 0.02% 3,955 $658K Add +1.4%
MRK Merck & Co. Inc. 0.02% 7,743 $650K Reduce -9.1%
EXE Expand Energy Corp. 0.02% 6,113 $649K New
SOLV Solventum Corp. 0.02% 8,555 $625K New
TSN Tyson Foods Inc. Class A 0.02% 11,321 $615K New
GILD Gilead Sciences Inc. 0.02% 5,535 $614K Add +23.0%
COP Conocophillips 0.02% 6,407 $606K Reduce -5.7%
EQT Eqt Corp. 0.02% 10,913 $594K Add +29.9%
GD General Dynamics Corp. 0.02% 1,712 $584K New
ADP Automatic Data Processing 0.02% 1,977 $580K Add +50.2%
MTD Mettler-Toledo International 0.02% 467 $573K Add +17.6%
BMRN Biomarin Pharmaceutical Inc. 0.02% 10,451 $566K No change
BDX Becton Dickinson and Co. 0.02% 2,937 $550K Add +5.3%
IOT Samsara Inc. Class A 0.02% 14,741 $549K Add +19.9%
CSL Carlisle Cos Inc. 0.02% 1,662 $547K No change
NVR NVR Inc. 0.02% 67 $538K Reduce -35.0%
BFAM Bright Horizons Family Solut 0.02% 4,929 $535K No change
MRSH Marsh & McLennan Cos 0.02% 2,639 $532K New
TEAM Atlassian Corp. Class A 0.02% 3,300 $527K New
PNR Pentair PLC 0.01% 4,714 $522K New
JCI Johnson Controls Internation 0.01% 4,744 $522K New
PEG Public Service Enterprise GP 0.01% 6,208 $518K No change
WST West Pharmaceutical Services 0.01% 1,953 $512K Add +22.8%
CELH Celsius Holdings Inc. 0.01% 8,512 $489K No change
RF Regions Financial Corp. 0.01% 18,346 $484K Reduce -20.0%
CCI Crown Castle Inc. 0.01% 5,000 $482K No change
COR Cencora Inc. 0.01% 1,513 $473K Reduce -13.2%
PFG Principal Financial Group 0.01% 5,693 $472K Reduce -35.0%
NDAQ Nasdaq Inc. 0.01% 5,198 $460K Reduce -11.5%
MO Altria Group Inc. 0.01% 6,662 $440K Reduce -48.9%
LHX L3HARRIS Technologies Inc. 0.01% 1,433 $438K New
TFC Truist Financial Corp. 0.01% 9,303 $425K New
JBHT Hunt (jb) Transprt SVCS Inc. 0.01% 3,144 $422K Reduce -4.6%
ABNB Airbnb Inc. Class A 0.01% 3,468 $421K New
CINF Cincinnati Financial Corp. 0.01% 2,630 $416K New
UAL United Airlines Holdings Inc. 0.01% 4,300 $415K Reduce -25.2%
CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC 0.01% 4,394 $394K Add +23.0%
EXAS Exact Sciences Corp. 0.01% 6,707 $367K No change
CBRE CBRE Group Inc. Class A 0.01% 2,297 $362K New
PKG Packaging Corp. of America 0.01% 1,657 $361K Add +7.9%
KEY Keycorp 0.01% 18,981 $355K New
CMG Chipotle Mexican Grill Inc. 0.01% 8,930 $350K Reduce -50.2%
STZ Constellation Brands Inc. Class A 0.01% 2,509 $338K No change
FIS Fidelity National Info Serv 0.01% 4,992 $329K Reduce -37.1%
ACM Aecom 0.01% 2,491 $325K Add +36.8%
CSCO Cisco Systems Inc. 0.01% 4,650 $318K Add +10.4%
CI The Cigna Group 0.01% 1,082 $312K Add +37.3%
BMY Bristol-Myers Squibb Co. 0.01% 6,239 $281K Add +7.8%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.01% 5,472 $268K No change
VST Vistra Corp. 0.01% 1,353 $265K New
DVN Devon Energy Corp. 0.01% 7,546 $265K New
IDXX Idexx Laboratories Inc. 0.01% 409 $261K New
DLTR Dollar Tree Inc. 0.01% 2,696 $254K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.01% 869 $245K New
BR Broadridge Financial Solutio 0.01% 981 $234K New
CNC Centene Corp. 0.01% 6,456 $230K New
PH Parker Hannifin Corp. 0.01% 290 $220K New
NLY Annaly Capital Management Inc. 0.01% 10,739 $217K New
VTR Ventas Inc. 0.01% 2,969 $208K New

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

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