Meiji Yasuda Life Insurance Co
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Meiji Yasuda Life Insurance Co reported 221 stock positions worth $3.5 billion. Its top holding was Ishr Ibx Usd Invgd CB ETF-Ui (LQD) at 61.1% of the portfolio, followed by SS SPDR P S&P 500 Hi Div ETF (SPYD, 13.3%) and Vanguard Long-Term Corp. Bond (VCLT, 6.2%). Compared with Q3 2025, it opened 27 new positions, sold out of 30, added to 48 and reduced 121. The biggest buy was SS Consumer Disc Select Sect (XLY, shares +108%) and the biggest sale SS Comm Select Sector SPDR (XLC, shares −39%).
- Most Recent 13F
- Q2 2026
- Location
- TOKYO, M0
- CIK
- 0001144492
- Portfolio Value
- $3.5B (Q4 2025)
- SEC Filing
- 0001193125-26-046765 ↗ filed Feb 11, 2026
Holdings Value
Holdings 221 stocks · $3.5B
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 61.06% | 19,120,368 | $2.1B | No change |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 13.28% | 10,592,146 | $458.1M | No change |
| VCLT Vanguard Long-Term Corp. Bond | 6.23% | 2,833,000 | $214.9M | No change |
| NVDA Nvidia Corp. | 1.26% | 233,378 | $43.5M | Reduce -2.7% |
| AAPL Apple Inc. | 1.07% | 135,211 | $36.8M | Reduce -2.2% |
| XLK SS Technology Select Sector | 1.06% | 253,797 | $36.5M | Add +22.1% |
| MSFT Microsoft Corp. | 0.93% | 66,624 | $32.2M | Reduce -2.2% |
| GOOGL Alphabet Inc. Class A | 0.84% | 92,183 | $28.9M | Reduce -0.9% |
| XLC SS Comm Select Sector SPDR | 0.66% | 193,661 | $22.8M | Reduce -38.9% |
| IBDU iShares Ibonds Dec 2029 Term | 0.64% | 938,000 | $22.0M | Add +36.3% |
| AMZN Amazon.com Inc. | 0.60% | 89,570 | $20.7M | Reduce -1.2% |
| HDV iShares Core High Dividend E | 0.59% | 166,097 | $20.2M | No change |
| XLY SS Consumer Disc Select Sect | 0.44% | 127,367 | $15.2M | Add +108.3% |
| AVGO Broadcom Inc. | 0.42% | 41,849 | $14.5M | Add +3.0% |
| META Meta Platforms Inc. Class A | 0.41% | 21,479 | $14.2M | Reduce -1.7% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.40% | 568,000 | $13.8M | Add +55.6% |
| TSLA Tesla Inc. | 0.29% | 21,942 | $9.9M | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 0.28% | 30,358 | $9.8M | Reduce -1.5% |
| LLY Eli Lilly & Co. | 0.23% | 7,244 | $7.8M | Reduce -0.4% |
| V Visa Inc. Class A | 0.21% | 20,366 | $7.1M | Reduce -2.4% |
| WMT Walmart Inc. | 0.19% | 59,947 | $6.7M | Reduce -6.7% |
| JNJ Johnson & Johnson | 0.16% | 26,477 | $5.5M | Reduce -4.4% |
| ABBV Abbvie Inc. | 0.15% | 22,266 | $5.1M | Reduce -2.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 8,946 | $4.5M | Add +2.2% |
| C Citigroup Inc. | 0.12% | 36,791 | $4.3M | Reduce -4.7% |
| COST Costco Wholesale Corp. | 0.12% | 4,868 | $4.2M | Add +9.8% |
| GE General Electric filed as GE AEROSPACE | 0.12% | 13,541 | $4.2M | Reduce -7.8% |
| PLTR Palantir Technologies Inc. Class A | 0.12% | 23,210 | $4.1M | Reduce -1.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 26,205 | $4.0M | Reduce -0.5% |
| MU Micron Technology Inc. | 0.12% | 13,922 | $4.0M | Add +12.2% |
| PG The Procter & Gamble Co. | 0.11% | 27,467 | $3.9M | Add +9.0% |
| NFLX Netflix Inc. | 0.11% | 41,912 | $3.9M | Reduce -0.7% |
| WFC Wells Fargo & Co. | 0.11% | 41,083 | $3.8M | Reduce -11.4% |
| LIN Linde PLC | 0.11% | 8,753 | $3.7M | Add +5.7% |
| HD Home Depot Inc. | 0.11% | 10,583 | $3.6M | Reduce -2.7% |
| ORCL Oracle Corp. | 0.10% | 18,515 | $3.6M | Reduce -4.1% |
| NOW ServiceNow Inc. | 0.10% | 23,375 | $3.6M | Add +6.6% |
| BKNG Booking Holdings Inc. | 0.10% | 644 | $3.4M | Reduce -1.2% |
| AXP American Express Co. | 0.10% | 9,109 | $3.4M | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 0.10% | 10,714 | $3.4M | Reduce -1.9% |
| SPGI S&P Global Inc. | 0.09% | 6,201 | $3.2M | Add +2.5% |
| BLK BlackRock Inc. | 0.09% | 3,012 | $3.2M | Reduce -0.8% |
| GS Goldman Sachs Group Inc. | 0.09% | 3,664 | $3.2M | Reduce -0.9% |
| ABT Abbott Laboratories | 0.09% | 25,240 | $3.2M | Add +3.3% |
| XOM Exxon Mobil Corp. | 0.09% | 26,210 | $3.2M | Reduce -1.9% |
| BSX Boston Scientific Corp. | 0.09% | 32,069 | $3.1M | Reduce -1.2% |
| ISRG Intuitive Surgical Inc. | 0.09% | 5,368 | $3.0M | Add +1.2% |
| PM Philip Morris International | 0.09% | 18,946 | $3.0M | Reduce -3.8% |
| MA Mastercard Inc. Class A | 0.09% | 5,233 | $3.0M | Reduce -3.7% |
| TMO Thermo Fisher Scientific Inc. | 0.09% | 5,068 | $2.9M | Add +1.1% |
| KO The Coca-Cola Co. | 0.08% | 41,684 | $2.9M | Reduce -7.2% |
| SCHW Schwab (charles) Corp. | 0.08% | 28,730 | $2.9M | Add +14.8% |
| ANET Arista Networks Inc. | 0.08% | 21,418 | $2.8M | Reduce -4.4% |
| WELL Welltower Inc. | 0.08% | 15,110 | $2.8M | Reduce -15.8% |
| ETN Eaton Corp. PLC | 0.08% | 8,764 | $2.8M | Reduce -5.8% |
| NEE Nextera Energy Inc. | 0.08% | 33,467 | $2.7M | Reduce -21.7% |
| CMI Cummins Inc. | 0.08% | 5,182 | $2.6M | New |
| AMD Advanced Micro Devices | 0.08% | 12,285 | $2.6M | Reduce -1.7% |
| LRCX Lam Research Corp. | 0.07% | 14,820 | $2.5M | Reduce -16.0% |
| PWR Quanta Services Inc. | 0.07% | 5,800 | $2.4M | Reduce -14.1% |
| COF Capital One Financial Corp. | 0.07% | 9,852 | $2.4M | Add +90.5% |
| RTX RTX Corp. | 0.07% | 12,741 | $2.3M | Add +58.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.07% | 5,005 | $2.3M | Reduce -0.7% |
| PANW Palo Alto Networks Inc. | 0.06% | 12,138 | $2.2M | Reduce -1.4% |
| MCK McKesson Corp. | 0.06% | 2,722 | $2.2M | Add +14.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.06% | 7,319 | $2.2M | Reduce -21.4% |
| GEV GE Vernova Inc. | 0.06% | 3,346 | $2.2M | Add +0.1% |
| PEP Pepsico Inc. | 0.06% | 15,152 | $2.2M | Add +44.9% |
| HCA HCA Healthcare Inc. | 0.06% | 4,586 | $2.1M | Reduce -17.8% |
| PLD Prologis Inc. | 0.06% | 16,744 | $2.1M | Reduce -1.2% |
| VRT Vertiv Holdings Co. Class A | 0.06% | 13,155 | $2.1M | Reduce -17.5% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.06% | 8,183 | $2.1M | Add +21.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.06% | 38,394 | $2.1M | Reduce -3.2% |
| SNPS Synopsys Inc. | 0.06% | 4,443 | $2.1M | Reduce -0.6% |
| RSG Republic Services Inc. | 0.06% | 9,719 | $2.1M | Reduce -1.1% |
| HEI.A Heico Corp. Class A | 0.06% | 8,088 | $2.0M | Reduce -1.2% |
| PODD Insulet Corp. | 0.06% | 7,137 | $2.0M | Reduce -0.8% |
| USB US Bancorp | 0.06% | 37,962 | $2.0M | Reduce -0.6% |
| UNH Unitedhealth Group Inc. | 0.06% | 6,113 | $2.0M | Reduce -4.5% |
| APH Amphenol Corp. Class A | 0.06% | 14,861 | $2.0M | Reduce -12.8% |
| TW Tradeweb Markets Inc. Class A | 0.06% | 18,675 | $2.0M | Add +23.0% |
| VMC Vulcan Materials Co. | 0.06% | 6,999 | $2.0M | Reduce -0.8% |
| EOG EOG Resources Inc. | 0.06% | 18,946 | $2.0M | Reduce -4.4% |
| FDX FedEx Corp. | 0.06% | 6,778 | $2.0M | Reduce -10.1% |
| DHR Danaher Corp. | 0.06% | 8,526 | $2.0M | Reduce -0.9% |
| ECL Ecolab Inc. | 0.06% | 7,415 | $1.9M | Add +3.5% |
| MELI MercadoLibre Inc. | 0.06% | 965 | $1.9M | Reduce -6.7% |
| INTU Intuit Inc. | 0.06% | 2,896 | $1.9M | Reduce -0.8% |
| WMB Williams Cos Inc. | 0.05% | 31,464 | $1.9M | Reduce -1.3% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.05% | 67,005 | $1.9M | Add +18.8% |
| PGR Progressive Corp. | 0.05% | 8,268 | $1.9M | Reduce -4.7% |
| HWM Howmet Aerospace Inc. | 0.05% | 8,935 | $1.8M | Reduce -4.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.05% | 3,894 | $1.8M | Reduce -1.8% |
| ORLY O'reilly Automotive Inc. | 0.05% | 19,297 | $1.8M | Reduce -1.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 15,179 | $1.7M | Add +5.7% |
| APTV Aptiv PLC | 0.05% | 22,334 | $1.7M | Reduce -0.7% |
| MCD McDonald's Corp. | 0.05% | 5,553 | $1.7M | Reduce -19.4% |
| MPC Marathon Petroleum Corp. | 0.05% | 10,183 | $1.7M | Add +34.5% |
| GILD Gilead Sciences Inc. | 0.05% | 13,305 | $1.6M | Add +140.4% |
| TMUS T-Mobile US Inc. | 0.05% | 7,984 | $1.6M | Reduce -1.4% |
Portfolio Sells Q3 2025 → Q4 2025
| XLC SS Comm Select Sector SPDR | Reduce -38.9% | 0.66% | −0.42 |
| MSFT Microsoft Corp. | Reduce -2.2% | 0.93% | −0.08 |
| ORCL Oracle Corp. | Reduce -4.1% | 0.10% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -1.7% | 0.41% | −0.05 |
| FISV Fiserv Inc. | Reduce -45.7% | 0.02% | −0.04 |
| SW Smurfit Westrock PLC | Sold out | 0.00% | −0.03 |
| XYL Xylem Inc. | Sold out | 0.00% | −0.03 |
| NFLX Netflix Inc. | Reduce -0.7% | 0.11% | −0.03 |
| UBER Uber Technologies Inc. | Reduce -28.6% | 0.05% | −0.03 |
| PYPL PayPal Holdings Inc. | Reduce -53.0% | 0.02% | −0.03 |
| UNP Union Pacific Corp. | Reduce -46.2% | 0.03% | −0.03 |
| NVDA Nvidia Corp. | Reduce -2.7% | 1.26% | −0.03 |
| DOC Healthpeak Properties Inc. | Sold out | 0.00% | −0.02 |
| SYK Stryker Corp. | Reduce -40.0% | 0.03% | −0.02 |
| HD Home Depot Inc. | Reduce -2.7% | 0.11% | −0.02 |
| GRMN Garmin Ltd. | Sold out | 0.00% | −0.02 |
| ETN Eaton Corp. PLC | Reduce -5.8% | 0.08% | −0.02 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.02 |
| CARR Carrier Global Corp. | Reduce -31.1% | 0.03% | −0.02 |
| EXE Expand Energy Corp. | Sold out | 0.00% | −0.02 |
| KLAC KLA Corp. | Reduce -66.6% | 0.01% | −0.02 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.02 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.02 |
| BFAM Bright Horizons Family Solut | Sold out | 0.00% | −0.02 |
| PNR Pentair PLC | Sold out | 0.00% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -30.4% | 0.03% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -21.7% | 0.08% | −0.01 |
| RF Regions Financial Corp. | Sold out | 0.00% | −0.01 |
| PFG Principal Financial Group | Sold out | 0.00% | −0.01 |
| NDAQ Nasdaq Inc. | Sold out | 0.00% | −0.01 |
| MELI MercadoLibre Inc. | Reduce -6.7% | 0.06% | −0.01 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −0.01 |
| MPWR Monolithic Power Systems Inc. | Reduce -28.1% | 0.03% | −0.01 |
| ANET Arista Networks Inc. | Reduce -4.4% | 0.08% | −0.01 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.01 |
| UAL United Airlines Holdings Inc. | Sold out | 0.00% | −0.01 |
| ICE Intercontinental Exchange Inc. | Reduce -32.0% | 0.02% | −0.01 |
| MCD McDonald's Corp. | Reduce -19.4% | 0.05% | −0.01 |
| ZTS Zoetis Inc. | Reduce -10.6% | 0.04% | −0.01 |
| ZS Zscaler Inc. | Reduce -1.4% | 0.03% | −0.01 |
| WELL Welltower Inc. | Reduce -15.8% | 0.08% | −0.01 |
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −0.01 |
| CEG Constellation Energy | Reduce -25.7% | 0.04% | −0.01 |
| CBRE CBRE Group Inc. Class A | Sold out | 0.00% | −0.01 |
| PKG Packaging Corp. of America | Sold out | 0.00% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -21.4% | 0.06% | −0.01 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.01 |
| ORLY O'reilly Automotive Inc. | Reduce -1.6% | 0.05% | −0.01 |
| PWR Quanta Services Inc. | Reduce -14.1% | 0.07% | −0.01 |
| ACM Aecom | Sold out | 0.00% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| XLY SS Consumer Disc Select Sect | Add +108.3% | 0.44% | +0.23 |
| XLK SS Technology Select Sector | Add +22.1% | 1.06% | +0.22 |
| IBDU iShares Ibonds Dec 2029 Term | Add +36.3% | 0.64% | +0.17 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +55.6% | 0.40% | +0.14 |
| CMI Cummins Inc. | New | 0.08% | +0.08 |
| MU Micron Technology Inc. | Add +12.2% | 0.12% | +0.06 |
| CHRW C.H. Robinson Worldwide Inc. | New | 0.04% | +0.04 |
| COF Capital One Financial Corp. | Add +90.5% | 0.07% | +0.04 |
| AVGO Broadcom Inc. | Add +3.0% | 0.42% | +0.03 |
| GILD Gilead Sciences Inc. | Add +140.4% | 0.05% | +0.03 |
| RTX RTX Corp. | Add +58.9% | 0.07% | +0.03 |
| P Everpure Inc. Class A | New | 0.02% | +0.02 |
| DE Deere & Co. | New | 0.02% | +0.02 |
| UTHR United Therapeutics Corp. | New | 0.02% | +0.02 |
| CAT Caterpillar Inc. | New | 0.02% | +0.02 |
| PEP Pepsico Inc. | Add +44.9% | 0.06% | +0.02 |
| BMI Badger Meter Inc. | Add +108.1% | 0.04% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +1.2% | 0.09% | +0.02 |
| EW Edwards Lifesciences Corp. | New | 0.02% | +0.02 |
| LMT Lockheed Martin Corp. | New | 0.02% | +0.02 |
| VMRK Vivmark Residential | New | 0.02% | +0.02 |
| GM General Motors Co. | New | 0.02% | +0.02 |
| CSL Carlisle Cos Inc. | Add +113.1% | 0.03% | +0.02 |
| HON Honeywell International Inc. | Add +67.1% | 0.05% | +0.02 |
| HLT Hilton Worldwide Holdings Inc. | New | 0.02% | +0.02 |
| TMO Thermo Fisher Scientific Inc. | Add +1.1% | 0.09% | +0.02 |
| ALAB Astera Labs Inc. | New | 0.01% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +14.8% | 0.08% | +0.01 |
| WDC Western Digital Corp. | New | 0.01% | +0.01 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Add +39.1% | 0.02% | +0.01 |
| MCK McKesson Corp. | Add +14.7% | 0.06% | +0.01 |
| DOV Dover Corp. | New | 0.01% | +0.01 |
| LDOS Leidos Holdings Inc. | New | 0.01% | +0.01 |
| FIS Fidelity National Info Serv | Add +120.0% | 0.02% | +0.01 |
| EFX Equifax Inc. | New | 0.01% | +0.01 |
| AIG American International Group | New | 0.01% | +0.01 |
| PNC PNC Financial Services Group | New | 0.01% | +0.01 |
| APO Apollo Global Management Inc. | New | 0.01% | +0.01 |
| TW Tradeweb Markets Inc. Class A | Add +23.0% | 0.06% | +0.01 |
| SPGI S&P Global Inc. | Add +2.5% | 0.09% | +0.01 |
| DVN Devon Energy Corp. | Add +108.7% | 0.02% | +0.01 |
| AEE Ameren Corporation | New | 0.01% | +0.01 |
| AMT American Tower Corp. | New | 0.01% | +0.01 |
| ROST Ross Stores Inc. | New | 0.01% | +0.01 |
| FTNT Fortinet Inc. | New | 0.01% | +0.01 |
| UPS United Parcel Service Class B | New | 0.01% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +58.3% | 0.02% | +0.01 |
| ILMN Illumina Inc. | New | 0.01% | +0.01 |
| MRK Merck & Co. Inc. | Add +9.0% | 0.03% | +0.01 |
| DLTR Dollar Tree Inc. | Add +48.4% | 0.01% | +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 |