# Meiji Yasuda Life Insurance Co

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1144492. Source: https://holderbook.com/funds/1144492-meiji-yasuda-life-insurance-co/

- Reported value: $3.0B
- Positions: 231
- Weight of the ten largest: 84.9%
- Filed: 2026-08-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [LQD](https://holderbook.com/stocks/LQD/) | $2.1B | 19,120,368 | 69.2% | 25 |
| VANGUARD SCOTTSDALE FDS | [VCLT](https://holderbook.com/stocks/VCLT/) | $213.2M | 2,833,000 | 7.1% | 24 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $55.0M | 288,666 | 1.8% | 6 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $41.9M | 209,312 | 1.4% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $35.4M | 122,367 | 1.2% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $32.0M | 89,580 | 1.1% | 31 |
| ISHARES TR | [IBDU](https://holderbook.com/stocks/IBDU/) | $30.5M | 1,315,000 | 1.0% | 6 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $23.5M | 62,967 | 0.8% | 31 |
| ISHARES TR | [IBDS](https://holderbook.com/stocks/IBDS/) | $21.0M | 866,000 | 0.7% | 5 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $19.9M | 83,300 | 0.7% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $15.9M | 41,975 | 0.5% | 31 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $15.4M | 287,368 | 0.5% | 2 |
| SELECT SECTOR SPDR TR | [XLI](https://holderbook.com/stocks/XLI/) | $14.0M | 75,641 | 0.5% | 2 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $14.0M | 12,092 | 0.5% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $11.3M | 20,007 | 0.4% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $9.7M | 29,517 | 0.3% | 31 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $9.0M | 21,433 | 0.3% | 26 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $8.7M | 7,224 | 0.3% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $6.9M | 20,067 | 0.2% | 31 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $6.9M | 15,832 | 0.2% | 7 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $6.6M | 11,290 | 0.2% | 24 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $6.0M | 23,591 | 0.2% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $5.9M | 52,431 | 0.2% | 31 |
| BLACKROCK ETF TRUST II | [CLOA](https://holderbook.com/stocks/CLOA/) | $5.1M | 98,000 | 0.2% | 2 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $4.8M | 18,918 | 0.2% | 31 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $4.7M | 33,364 | 0.2% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $4.2M | 8,317 | 0.1% | 31 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $4.1M | 11,740 | 0.1% | 31 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $4.0M | 11,867 | 0.1% | 11 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $4.0M | 9,529 | 0.1% | 31 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $4.0M | 21,882 | 0.1% | 31 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $3.9M | 47,434 | 0.1% | 31 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $3.9M | 4,181 | 0.1% | 31 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $3.9M | 25,811 | 0.1% | 31 |
| CUMMINS INC | [CMI](https://holderbook.com/stocks/CMI/) | $3.8M | 5,359 | 0.1% | 3 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $3.7M | 46,030 | 0.1% | 31 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $3.7M | 12,554 | 0.1% | 7 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $3.7M | 25,193 | 0.1% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $3.6M | 3,376 | 0.1% | 3 |
| WELLTOWER INC | [WELL](https://holderbook.com/stocks/WELL/) | $3.6M | 15,694 | 0.1% | 31 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $3.5M | 4,865 | 0.1% | 30 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $3.3M | 23,960 | 0.1% | 1 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $3.3M | 9,749 | 0.1% | 31 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $3.3M | 6,369 | 0.1% | 14 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $3.3M | 2,801 | 0.1% | 9 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $3.3M | 24,009 | 0.1% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $3.2M | 9,012 | 0.1% | 31 |
| WW GRAINGER INC | [GWW](https://holderbook.com/stocks/GWW/) | $3.1M | 2,303 | 0.1% | 31 |
| CLOUDFLARE INC | [NET](https://holderbook.com/stocks/NET/) | $3.1M | 12,645 | 0.1% | 2 |
| ARM HOLDINGS PLC | [ARM](https://holderbook.com/stocks/ARM/) | $3.1M | 8,669 | 0.1% | 11 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $3.0M | 34,164 | 0.1% | 31 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $2.9M | 8,576 | 0.1% | 31 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $2.9M | 7,761 | 0.1% | 20 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $2.9M | 40,551 | 0.1% | 31 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $2.9M | 24,532 | 0.1% | 7 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $2.9M | 2,972 | 0.1% | 7 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $2.8M | 16,249 | 0.1% | 7 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $2.7M | 18,398 | 0.1% | 31 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $2.7M | 5,233 | 0.1% | 31 |
| EOG RES INC | [EOG](https://holderbook.com/stocks/EOG/) | $2.7M | 20,658 | 0.1% | 31 |
| C H ROBINSON WORLDWIDE IN | [CHRW](https://holderbook.com/stocks/CHRW/) | $2.6M | 14,014 | 0.1% | 3 |
| ADVANCED ENERGY INDS | [AEIS](https://holderbook.com/stocks/AEIS/) | $2.6M | 7,032 | 0.1% | 2 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $2.6M | 28,338 | 0.1% | 31 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $2.5M | 2,453 | 0.1% | 17 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $2.5M | 3,841 | 0.1% | 3 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $2.4M | 20,769 | 0.1% | 7 |
| WILLIAMS COS INC | [WMB](https://holderbook.com/stocks/WMB/) | $2.4M | 32,638 | 0.1% | 15 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $2.4M | 45,517 | 0.1% | 1 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $2.4M | 5,043 | 0.1% | 22 |
| GALLAGHER ARTHUR J & CO | [AJG](https://holderbook.com/stocks/AJG/) | $2.4M | 10,443 | 0.1% | 17 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $2.3M | 11,626 | 0.1% | 4 |
| VERTEX PHARMACEUTICALS INC | [VRTX](https://holderbook.com/stocks/VRTX/) | $2.3M | 4,673 | 0.1% | 31 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $2.3M | 12,951 | 0.1% | 31 |
| ISHARES TR | [IBDV](https://holderbook.com/stocks/IBDV/) | $2.3M | 105,000 | 0.1% | 1 |
| EDWARDS LIFESCIENCES CORP | [EW](https://holderbook.com/stocks/EW/) | $2.3M | 24,900 | 0.1% | 3 |
| MARATHON PETE CORP | [MPC](https://holderbook.com/stocks/MPC/) | $2.2M | 8,783 | 0.1% | 21 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $2.2M | 7,878 | 0.1% | 31 |
| DATADOG INC | [DDOG](https://holderbook.com/stocks/DDOG/) | $2.2M | 8,404 | 0.1% | 16 |
| KEYSIGHT TECHNOLOGIES INC | [KEYS](https://holderbook.com/stocks/KEYS/) | $2.2M | 6,238 | 0.1% | 31 |
| FEDEX CORP | [FDX](https://holderbook.com/stocks/FDX/) | $2.2M | 6,916 | 0.1% | 13 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $2.1M | 5,268 | 0.1% | 31 |
| ELEMENT SOLUTIONS INC | [ESI](https://holderbook.com/stocks/ESI/) | $2.1M | 44,785 | 0.1% | 7 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $2.1M | 11,931 | 0.1% | 7 |
| PROLOGIS INC. | [PLD](https://holderbook.com/stocks/PLD/) | $2.1M | 15,402 | 0.1% | 31 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $2.1M | 20,959 | 0.1% | 27 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $2.1M | 36,380 | 0.1% | 31 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $2.0M | 10,789 | 0.1% | 5 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $2.0M | 3,210 | 0.1% | 3 |
| RAMBUS INC DEL | [RMBS](https://holderbook.com/stocks/RMBS/) | $2.0M | 15,300 | 0.1% | 2 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $2.0M | 2,654 | 0.1% | 23 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $2.0M | 5,067 | 0.1% | 31 |
| REPUBLIC SVCS INC | [RSG](https://holderbook.com/stocks/RSG/) | $2.0M | 9,225 | 0.1% | 15 |
| UNITED THERAPEUTICS CORP DEL | [UTHR](https://holderbook.com/stocks/UTHR/) | $2.0M | 3,612 | 0.1% | 3 |
| HEICO CORP NEW | [HEIA](https://holderbook.com/stocks/HEIA/) | $1.9M | 7,533 | 0.1% | 14 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $1.9M | 14,833 | 0.1% | 31 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $1.9M | 24,191 | 0.1% | 2 |
| AMETEK INC | [AME](https://holderbook.com/stocks/AME/) | $1.9M | 7,774 | 0.1% | 31 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $1.9M | 30,922 | 0.1% | 31 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $1.8M | 12,635 | 0.1% | 12 |
| ISHARES TR | [IBDT](https://holderbook.com/stocks/IBDT/) | $1.8M | 70,000 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +3.4% | +14.8% | -11.4% | 99% |
| Q1 2026 | -1.0% | -4.6% | +3.6% | 100% |
| Q4 2025 | -0.8% | +2.4% | -3.2% | 100% |
| Q3 2025 | +3.0% | +7.8% | -4.8% | 100% |
| Q2 2025 | +5.3% | +10.5% | -5.2% | 100% |
| Q1 2025 | -0.4% | -4.6% | +4.1% | 100% |
| Q4 2024 | -2.7% | +2.1% | -4.9% | 100% |
| Q3 2024 | +6.1% | +5.4% | +0.7% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $3.0B | 231 |
| Q1 2026 | $2.9B | 224 |
| Q4 2025 | $3.5B | 221 |
| Q3 2025 | $3.5B | 224 |
| Q2 2025 | $3.4B | 225 |
| Q1 2025 | $5.0B | 234 |
| Q4 2024 | $5.3B | 238 |
| Q3 2024 | $5.4B | 232 |
| Q2 2024 | $5.0B | 242 |
| Q1 2024 | $4.7B | 260 |
| Q4 2023 | $4.6B | 262 |
| Q3 2023 | $3.8B | 262 |