Meiji Yasuda Life Insurance Co
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Meiji Yasuda Life Insurance Co reported 224 stock positions worth $2.9 billion. Its top holding was Ishr Ibx Usd Invgd CB ETF-Ui (LQD) at 71.2% of the portfolio, followed by Vanguard Long-Term Corp. Bond (VCLT, 7.2%) and Nvidia (NVDA, 1.4%). Compared with Q4 2025, it opened 29 new positions, sold out of 26, added to 68 and reduced 79. The biggest buy was a new position in SS Industrial Select Sector (XLI) and the biggest sale an exit from SS SPDR P S&P 500 Hi Div ETF (SPYD).
- Most Recent 13F
- Q2 2026
- Location
- TOKYO, M0
- CIK
- 0001144492
- Portfolio Value
- $2.9B (Q1 2026)
- SEC Filing
- 0001193125-26-219009 ↗ filed May 12, 2026
Holdings Value
Holdings 224 stocks · $2.9B
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 71.23% | 19,120,368 | $2.1B | No change |
| VCLT Vanguard Long-Term Corp. Bond | 7.23% | 2,833,000 | $211.7M | No change |
| NVDA Nvidia Corp. | 1.38% | 231,218 | $40.3M | Reduce -0.9% |
| XLK SS Technology Select Sector | 1.18% | 259,155 | $34.4M | Add +2.1% |
| AAPL Apple Inc. | 1.14% | 131,431 | $33.4M | Reduce -2.8% |
| IBDU iShares Ibonds Dec 2029 Term | 0.94% | 1,179,000 | $27.4M | Add +25.7% |
| GOOGL Alphabet Inc. Class A | 0.90% | 92,023 | $26.5M | Reduce -0.2% |
| MSFT Microsoft Corp. | 0.83% | 65,534 | $24.3M | Reduce -1.6% |
| XLI SS Industrial Select Sector | 0.70% | 126,683 | $20.5M | New |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.63% | 755,000 | $18.3M | Add +32.9% |
| AMZN Amazon.com Inc. | 0.62% | 86,755 | $18.1M | Reduce -3.1% |
| XLF SS Financial Select Sector | 0.48% | 283,649 | $14.0M | New |
| AVGO Broadcom Inc. | 0.46% | 43,269 | $13.4M | Add +3.4% |
| META Meta Platforms Inc. Class A | 0.41% | 20,856 | $11.9M | Reduce -2.9% |
| JPM JPMorgan Chase & Co. | 0.31% | 30,398 | $8.9M | Add +0.1% |
| TSLA Tesla Inc. | 0.28% | 21,744 | $8.1M | Reduce -0.9% |
| WMT Walmart Inc. | 0.24% | 56,937 | $7.1M | Reduce -5.0% |
| LLY Eli Lilly & Co. | 0.23% | 7,296 | $6.7M | Add +0.7% |
| JNJ Johnson & Johnson | 0.22% | 25,907 | $6.3M | Reduce -2.1% |
| V Visa Inc. Class A | 0.22% | 20,900 | $6.3M | Add +2.6% |
| CLOA iShares Aaa Clo Act ETF-Usdi | 0.17% | 98,000 | $5.1M | New |
| ABBV Abbvie Inc. | 0.16% | 22,176 | $4.8M | Reduce -0.4% |
| XOM Exxon Mobil Corp. | 0.15% | 26,510 | $4.5M | Add +1.1% |
| MU Micron Technology Inc. | 0.15% | 13,096 | $4.4M | Reduce -5.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.15% | 27,625 | $4.4M | Add +5.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 8,918 | $4.3M | Reduce -0.3% |
| C Citigroup Inc. | 0.14% | 36,791 | $4.2M | No change |
| COST Costco Wholesale Corp. | 0.14% | 4,180 | $4.2M | Reduce -14.1% |
| NFLX Netflix Inc. | 0.14% | 42,682 | $4.1M | Add +1.8% |
| PLTR Palantir Technologies Inc. Class A | 0.14% | 27,160 | $4.0M | Add +17.0% |
| HD Home Depot Inc. | 0.13% | 11,789 | $3.9M | Add +11.4% |
| LIN Linde PLC | 0.13% | 7,767 | $3.9M | Reduce -11.3% |
| WFC Wells Fargo & Co. | 0.13% | 47,123 | $3.8M | Add +14.7% |
| PG The Procter & Gamble Co. | 0.13% | 25,717 | $3.7M | Reduce -6.4% |
| PM Philip Morris International | 0.12% | 21,746 | $3.6M | Add +14.8% |
| KO The Coca-Cola Co. | 0.12% | 46,854 | $3.6M | Add +12.4% |
| NEE Nextera Energy Inc. | 0.11% | 33,927 | $3.2M | Add +1.4% |
| CMI Cummins Inc. | 0.11% | 5,764 | $3.1M | Add +11.2% |
| GOOG Alphabet Inc. Class C | 0.10% | 10,544 | $3.0M | Reduce -1.6% |
| LRCX Lam Research Corp. | 0.10% | 14,150 | $3.0M | Reduce -4.5% |
| BLK BlackRock Inc. | 0.10% | 2,971 | $2.9M | Reduce -1.4% |
| WELL Welltower Inc. | 0.10% | 14,450 | $2.9M | Reduce -4.4% |
| VRT Vertiv Holdings Co. Class A | 0.09% | 11,085 | $2.8M | Reduce -15.7% |
| BKNG Booking Holdings Inc. | 0.09% | 659 | $2.8M | Add +2.3% |
| PWR Quanta Services Inc. | 0.09% | 5,030 | $2.8M | Reduce -13.3% |
| FDX FedEx Corp. | 0.09% | 7,708 | $2.7M | Add +13.7% |
| GEV GE Vernova Inc. | 0.09% | 3,138 | $2.7M | Reduce -6.2% |
| EOG EOG Resources Inc. | 0.09% | 18,946 | $2.7M | No change |
| ORCL Oracle Corp. | 0.09% | 18,515 | $2.7M | No change |
| AXP American Express Co. | 0.09% | 8,893 | $2.7M | Reduce -2.4% |
| SCHW Schwab (charles) Corp. | 0.09% | 28,140 | $2.6M | Reduce -2.0% |
| TMO Thermo Fisher Scientific Inc. | 0.09% | 5,068 | $2.5M | No change |
| ISRG Intuitive Surgical Inc. | 0.08% | 5,368 | $2.5M | No change |
| AMD Advanced Micro Devices | 0.08% | 12,135 | $2.5M | Reduce -1.2% |
| COF Capital One Financial Corp. | 0.08% | 13,412 | $2.4M | Add +36.1% |
| ECL Ecolab Inc. | 0.08% | 9,171 | $2.4M | Add +23.7% |
| WMB Williams Cos Inc. | 0.08% | 32,794 | $2.4M | Add +4.2% |
| GWW WW Grainger Inc. | 0.08% | 2,157 | $2.4M | Add +71.6% |
| GE General Electric filed as GE AEROSPACE | 0.08% | 8,185 | $2.3M | Reduce -39.5% |
| CHRW C.H. Robinson Worldwide Inc. | 0.08% | 13,984 | $2.3M | Add +50.1% |
| ETN Eaton Corp. PLC | 0.08% | 6,434 | $2.3M | Reduce -26.6% |
| MPC Marathon Petroleum Corp. | 0.08% | 9,363 | $2.3M | Reduce -8.1% |
| RTX RTX Corp. | 0.08% | 11,671 | $2.3M | Reduce -8.4% |
| CAT Caterpillar Inc. | 0.08% | 3,159 | $2.2M | Add +148.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.08% | 5,005 | $2.2M | No change |
| MA Mastercard Inc. Class A | 0.08% | 4,449 | $2.2M | Reduce -15.0% |
| PLD Prologis Inc. | 0.08% | 16,744 | $2.2M | No change |
| GILD Gilead Sciences Inc. | 0.08% | 15,875 | $2.2M | Add +19.3% |
| ANET Arista Networks Inc. | 0.07% | 17,688 | $2.2M | Reduce -17.4% |
| RSG Republic Services Inc. | 0.07% | 9,719 | $2.1M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.07% | 6,279 | $2.1M | Reduce -14.2% |
| CVX Chevron Corp. | 0.07% | 10,185 | $2.1M | Reduce -3.0% |
| GS Goldman Sachs Group Inc. | 0.07% | 2,464 | $2.1M | Reduce -32.8% |
| HCA HCA Healthcare Inc. | 0.07% | 4,378 | $2.1M | Reduce -4.5% |
| NET Cloudflare Inc. Class A | 0.07% | 10,030 | $2.1M | New |
| BSX Boston Scientific Corp. | 0.07% | 32,069 | $2.0M | No change |
| MCD McDonald's Corp. | 0.07% | 6,465 | $2.0M | Add +16.4% |
| NOW ServiceNow Inc. | 0.07% | 18,919 | $2.0M | Reduce -19.1% |
| TW Tradeweb Markets Inc. Class A | 0.07% | 16,335 | $1.9M | Reduce -12.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.06% | 38,394 | $1.9M | No change |
| AEIS Advanced Energy Industries | 0.06% | 5,700 | $1.8M | New |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.06% | 66,905 | $1.8M | Reduce -0.1% |
| SPGI S&P Global Inc. | 0.06% | 4,267 | $1.8M | Reduce -31.2% |
| APH Amphenol Corp. Class A | 0.06% | 14,321 | $1.8M | Reduce -3.6% |
| DE Deere & Co. | 0.06% | 3,210 | $1.8M | Add +94.5% |
| PANW Palo Alto Networks Inc. | 0.06% | 11,278 | $1.8M | Reduce -7.1% |
| USB US Bancorp | 0.06% | 34,642 | $1.8M | Reduce -8.8% |
| CTVA Corteva Inc. | 0.06% | 21,218 | $1.8M | Reduce -6.5% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.06% | 8,183 | $1.8M | No change |
| KEYS Keysight Technologies Inc. | 0.06% | 6,238 | $1.8M | No change |
| SRE Sempra | 0.06% | 17,951 | $1.7M | No change |
| MCK McKesson Corp. | 0.06% | 2,009 | $1.7M | Reduce -26.2% |
| MELI MercadoLibre Inc. | 0.06% | 995 | $1.7M | Add +3.1% |
| MRK Merck & Co. Inc. | 0.06% | 14,243 | $1.7M | Add +68.7% |
| HEI.A Heico Corp. Class A | 0.06% | 8,088 | $1.7M | No change |
| TMUS T-Mobile US Inc. | 0.06% | 8,077 | $1.7M | Add +1.2% |
| EMR Emerson Electric Co. | 0.06% | 12,605 | $1.7M | Add +26.8% |
| CSL Carlisle Cos Inc. | 0.06% | 4,914 | $1.6M | Add +38.7% |
| PGR Progressive Corp. | 0.06% | 8,268 | $1.6M | No change |
| DHR Danaher Corp. | 0.06% | 8,526 | $1.6M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| SPYD SS SPDR P S&P 500 Hi Div ETF | Sold out | 0.00% | −13.28 |
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −0.66 |
| HDV iShares Core High Dividend E | Sold out | 0.00% | −0.59 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.44 |
| MSFT Microsoft Corp. | Reduce -1.6% | 0.83% | −0.10 |
| ABT Abbott Laboratories | Reduce -91.5% | 0.01% | −0.08 |
| PEP Pepsico Inc. | Reduce -75.9% | 0.02% | −0.04 |
| GE General Electric | Reduce -39.5% | 0.08% | −0.04 |
| NOW ServiceNow Inc. | Reduce -19.1% | 0.07% | −0.04 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.03 |
| SPGI S&P Global Inc. | Reduce -31.2% | 0.06% | −0.03 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.03 |
| AWK American Water Works Co. Inc. | Sold out | 0.00% | −0.03 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.02 |
| MSI Motorola Solutions Inc. | Reduce -61.8% | 0.02% | −0.02 |
| GS Goldman Sachs Group Inc. | Reduce -32.8% | 0.07% | −0.02 |
| SNPS Synopsys Inc. | Reduce -33.5% | 0.04% | −0.02 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.02 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −0.02 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.02 |
| VLTO Veralto Corp. | Sold out | 0.00% | −0.02 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.02 |
| JBL Jabil Inc. | Sold out | 0.00% | −0.02 |
| VMRK Vivmark Residential | Sold out | 0.00% | −0.02 |
| INTU Intuit Inc. | Reduce -10.7% | 0.04% | −0.02 |
| DVN Devon Energy Corp. | Sold out | 0.00% | −0.02 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.02 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.02 |
| SLB SLB Ltd. | Reduce -59.4% | 0.02% | −0.01 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.01 |
| VMC Vulcan Materials Co. | Reduce -30.9% | 0.04% | −0.01 |
| APTV Aptiv PLC | Reduce -30.5% | 0.04% | −0.01 |
| CINF Cincinnati Financial Corp. | Sold out | 0.00% | −0.01 |
| ZTS Zoetis Inc. | Reduce -38.6% | 0.03% | −0.01 |
| CEG Constellation Energy | Reduce -22.6% | 0.03% | −0.01 |
| ORLY O'reilly Automotive Inc. | Reduce -35.5% | 0.04% | −0.01 |
| AIG American International Group | Sold out | 0.00% | −0.01 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -15.0% | 0.08% | −0.01 |
| UBER Uber Technologies Inc. | Reduce -24.8% | 0.04% | −0.01 |
| TSLA Tesla Inc. | Reduce -0.9% | 0.28% | −0.01 |
| SNOW Snowflake Inc. | Reduce -6.3% | 0.03% | −0.01 |
| EQT Eqt Corp. | Sold out | 0.00% | −0.01 |
| AEE Ameren Corporation | Sold out | 0.00% | −0.01 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.01 |
| ANET Arista Networks Inc. | Reduce -17.4% | 0.07% | −0.01 |
| SOLV Solventum Corp. | Reduce -39.4% | 0.01% | −0.01 |
| DIS The Walt Disney Co. | Reduce -12.6% | 0.04% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -7.7% | 0.05% | −0.01 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| XLI SS Industrial Select Sector | New | 0.70% | +0.70 |
| XLF SS Financial Select Sector | New | 0.48% | +0.48 |
| IBDU iShares Ibonds Dec 2029 Term | Add +25.7% | 0.94% | +0.30 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +32.9% | 0.63% | +0.23 |
| CLOA iShares Aaa Clo Act ETF-Usdi | New | 0.17% | +0.17 |
| XLK SS Technology Select Sector | Add +2.1% | 1.18% | +0.12 |
| NET Cloudflare Inc. Class A | New | 0.07% | +0.07 |
| AEIS Advanced Energy Industries | New | 0.06% | +0.06 |
| XOM Exxon Mobil Corp. | Add +1.1% | 0.15% | +0.06 |
| CAT Caterpillar Inc. | Add +148.9% | 0.08% | +0.06 |
| MDT Medtronic PLC | New | 0.05% | +0.05 |
| BKR Baker Hughes Co. | New | 0.05% | +0.05 |
| RMBS Rambus Inc. | New | 0.04% | +0.04 |
| GWW WW Grainger Inc. | Add +71.6% | 0.08% | +0.04 |
| DE Deere & Co. | Add +94.5% | 0.06% | +0.04 |
| AVGO Broadcom Inc. | Add +3.4% | 0.46% | +0.04 |
| KO The Coca-Cola Co. | Add +12.4% | 0.12% | +0.04 |
| FDX FedEx Corp. | Add +13.7% | 0.09% | +0.04 |
| ROST Ross Stores Inc. | Add +263.9% | 0.05% | +0.04 |
| CHRW C.H. Robinson Worldwide Inc. | Add +50.1% | 0.08% | +0.04 |
| PM Philip Morris International | Add +14.8% | 0.12% | +0.03 |
| TJX TJX Companies Inc. | Add +5.4% | 0.15% | +0.03 |
| UTHR United Therapeutics Corp. | Add +79.1% | 0.06% | +0.03 |
| ESI Element Solutions Inc. | Add +67.2% | 0.05% | +0.03 |
| MRK Merck & Co. Inc. | Add +68.7% | 0.06% | +0.03 |
| EW Edwards Lifesciences Corp. | Add +141.9% | 0.05% | +0.03 |
| NEE Nextera Energy Inc. | Add +1.4% | 0.11% | +0.03 |
| CMI Cummins Inc. | Add +11.2% | 0.11% | +0.03 |
| ABNB Airbnb Inc. Class A | Add +224.0% | 0.04% | +0.03 |
| GILD Gilead Sciences Inc. | Add +19.3% | 0.08% | +0.03 |
| GLW Corning Inc. | New | 0.03% | +0.03 |
| ECL Ecolab Inc. | Add +23.7% | 0.08% | +0.03 |
| HD Home Depot Inc. | Add +11.4% | 0.13% | +0.03 |
| WMB Williams Cos Inc. | Add +4.2% | 0.08% | +0.03 |
| NFLX Netflix Inc. | Add +1.8% | 0.14% | +0.03 |
| FIX Comfort Systems USA Inc. | New | 0.03% | +0.03 |
| CSL Carlisle Cos Inc. | Add +38.7% | 0.06% | +0.02 |
| MRVL Marvell Technology Inc. | Add +33.0% | 0.05% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.31% | +0.02 |
| P Everpure Inc. Class A | Add +83.8% | 0.05% | +0.02 |
| O Realty Income Corp. | Add +39.8% | 0.05% | +0.02 |
| IBM Intl Business Machines Corp. | New | 0.02% | +0.02 |
| HLT Hilton Worldwide Holdings Inc. | Add +91.3% | 0.04% | +0.02 |
| MNST Monster Beverage Corp. | Add +60.6% | 0.05% | +0.02 |
| MCD McDonald's Corp. | Add +16.4% | 0.07% | +0.02 |
| RF Regions Financial Corp. | New | 0.02% | +0.02 |
| CSGP Costar Group Inc. | New | 0.02% | +0.02 |
| EMR Emerson Electric Co. | Add +26.8% | 0.06% | +0.02 |
| WFC Wells Fargo & Co. | Add +14.7% | 0.13% | +0.02 |
| CIEN Ciena Corp. | New | 0.02% | +0.02 |
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 |