# Meiji Yasuda Asset Management Co Ltd.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1491685. Source: https://holderbook.com/funds/1491685-meiji-yasuda-asset-management-co-ltd/

- Reported value: $2.2B
- Positions: 596
- Weight of the ten largest: 20.9%
- 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 |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $88.5M | 442,231 | 4.0% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $75.8M | 261,856 | 3.4% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $64.2M | 179,708 | 2.9% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $56.8M | 152,204 | 2.6% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $44.2M | 185,611 | 2.0% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $35.1M | 92,816 | 1.6% | 31 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $26.0M | 613,083 | 1.2% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $25.2M | 99,291 | 1.1% | 31 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $24.6M | 21,329 | 1.1% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $24.6M | 43,628 | 1.1% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $24.3M | 74,286 | 1.1% | 31 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $24.1M | 176,081 | 1.1% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $23.9M | 94,867 | 1.1% | 31 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $23.2M | 158,414 | 1.0% | 31 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $22.1M | 271,742 | 1.0% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $22.0M | 64,122 | 1.0% | 31 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $20.1M | 47,838 | 0.9% | 31 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $19.5M | 221,777 | 0.9% | 31 |
| ROBERT HALF INC. | [RHI](https://holderbook.com/stocks/RHI/) | $19.3M | 630,248 | 0.9% | 6 |
| EDISON INTL | [EIX](https://holderbook.com/stocks/EIX/) | $19.1M | 257,051 | 0.9% | 23 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $17.9M | 14,900 | 0.8% | 31 |
| REALTY INCOME CORP | [O](https://holderbook.com/stocks/O/) | $17.2M | 277,646 | 0.8% | 31 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $16.1M | 54,051 | 0.7% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $15.8M | 139,817 | 0.7% | 31 |
| BEST BUY INC | [BBY](https://holderbook.com/stocks/BBY/) | $15.6M | 205,846 | 0.7% | 31 |
| AMCOR PLC | [AMCR](https://holderbook.com/stocks/AMCR/) | $15.6M | 358,828 | 0.7% | 2 |
| FRANKLIN RESOURCES INC | [BEN](https://holderbook.com/stocks/BEN/) | $15.5M | 464,812 | 0.7% | 22 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $15.4M | 43,761 | 0.7% | 31 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $15.1M | 128,272 | 0.7% | 31 |
| TARGET CORP | [TGT](https://holderbook.com/stocks/TGT/) | $14.2M | 108,765 | 0.6% | 31 |
| KIMBERLY-CLARK CORP | [KMB](https://holderbook.com/stocks/KMB/) | $14.2M | 129,031 | 0.6% | 31 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $14.1M | 104,454 | 0.6% | 31 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $13.8M | 33,317 | 0.6% | 31 |
| WW GRAINGER INC | [GWW](https://holderbook.com/stocks/GWW/) | $13.6M | 9,984 | 0.6% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $13.6M | 38,398 | 0.6% | 31 |
| SONOCO PRODS CO | [SON](https://holderbook.com/stocks/SON/) | $13.4M | 237,880 | 0.6% | 18 |
| CUMMINS INC | [CMI](https://holderbook.com/stocks/CMI/) | $13.2M | 18,551 | 0.6% | 23 |
| HORMEL FOODS CORP | [HRL](https://holderbook.com/stocks/HRL/) | $13.1M | 528,775 | 0.6% | 31 |
| FEDERAL RLTY INVT TR NEW | [FRT](https://holderbook.com/stocks/FRT/) | $12.7M | 102,685 | 0.6% | 18 |
| PRICE T ROWE GROUP INC | [TROW](https://holderbook.com/stocks/TROW/) | $12.4M | 108,681 | 0.6% | 25 |
| SMUCKER J M CO | [SJM](https://holderbook.com/stocks/SJM/) | $12.2M | 108,861 | 0.6% | 25 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $12.0M | 153,980 | 0.5% | 31 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $11.8M | 78,068 | 0.5% | 31 |
| EVERSOURCE ENERGY | [ES](https://holderbook.com/stocks/ES/) | $11.6M | 160,564 | 0.5% | 25 |
| STANLEY BLACK & DECKER INC | [SWK](https://holderbook.com/stocks/SWK/) | $11.5M | 122,407 | 0.5% | 22 |
| CLOROX CO DEL | [CLX](https://holderbook.com/stocks/CLX/) | $11.1M | 116,079 | 0.5% | 31 |
| ARCHER DANIELS MIDLAND CO | [ADM](https://holderbook.com/stocks/ADM/) | $11.0M | 143,458 | 0.5% | 31 |
| CONSOLIDATED EDISON INC | [ED](https://holderbook.com/stocks/ED/) | $10.9M | 98,231 | 0.5% | 31 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $10.8M | 77,306 | 0.5% | 31 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $10.7M | 59,255 | 0.5% | 31 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $10.7M | 31,937 | 0.5% | 11 |
| ESSEX PPTY TR INC | [ESS](https://holderbook.com/stocks/ESS/) | $10.7M | 36,586 | 0.5% | 31 |
| C H ROBINSON WORLDWIDE IN | [CHRW](https://holderbook.com/stocks/CHRW/) | $10.4M | 55,100 | 0.5% | 25 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $10.3M | 55,582 | 0.5% | 31 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $10.2M | 14,094 | 0.5% | 31 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $10.2M | 10,565 | 0.5% | 7 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $10.1M | 29,791 | 0.5% | 31 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $10.0M | 17,257 | 0.5% | 31 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $9.8M | 18,879 | 0.4% | 14 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $9.7M | 4,273 | 0.4% | 2 |
| EOG RES INC | [EOG](https://holderbook.com/stocks/EOG/) | $9.7M | 74,755 | 0.4% | 31 |
| WELLTOWER INC | [WELL](https://holderbook.com/stocks/WELL/) | $9.5M | 41,957 | 0.4% | 31 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $9.5M | 103,611 | 0.4% | 31 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $9.4M | 42,048 | 0.4% | 31 |
| SPIRE INC | [SR](https://holderbook.com/stocks/SR/) | $9.3M | 118,826 | 0.4% | 10 |
| POLARIS INC | [PII](https://holderbook.com/stocks/PII/) | $9.1M | 133,220 | 0.4% | 2 |
| AIR PRODUCTS AND CHEMICALS I | [APD](https://holderbook.com/stocks/APD/) | $9.1M | 30,924 | 0.4% | 31 |
| ESSENTIAL UTILS INC | [WTRG](https://holderbook.com/stocks/WTRG/) | $9.0M | 236,193 | 0.4% | 22 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $9.0M | 149,677 | 0.4% | 31 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $9.0M | 22,188 | 0.4% | 31 |
| REPUBLIC SVCS INC | [RSG](https://holderbook.com/stocks/RSG/) | $8.9M | 42,001 | 0.4% | 31 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $8.8M | 7,517 | 0.4% | 9 |
| AVISTA CORP | [AVA](https://holderbook.com/stocks/AVA/) | $8.7M | 211,704 | 0.4% | 2 |
| EQUITY LIFESTYLE PROPERTIES | [ELS](https://holderbook.com/stocks/ELS/) | $8.5M | 131,619 | 0.4% | 29 |
| CLOUDFLARE INC | [NET](https://holderbook.com/stocks/NET/) | $8.4M | 34,384 | 0.4% | 2 |
| ONE GAS INC | [OGS](https://holderbook.com/stocks/OGS/) | $8.4M | 108,420 | 0.4% | 10 |
| SYSCO CORP | [SYY](https://holderbook.com/stocks/SYY/) | $8.2M | 98,639 | 0.4% | 23 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $8.1M | 29,170 | 0.4% | 31 |
| ILLINOIS TOOL WKS INC | [ITW](https://holderbook.com/stocks/ITW/) | $8.1M | 29,789 | 0.4% | 31 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $8.0M | 86,812 | 0.4% | 31 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $7.9M | 61,840 | 0.4% | 31 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $7.9M | 56,554 | 0.4% | 31 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $7.8M | 66,669 | 0.4% | 20 |
| ARM HOLDINGS PLC | [ARM](https://holderbook.com/stocks/ARM/) | $7.8M | 21,921 | 0.3% | 11 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $7.7M | 85,147 | 0.3% | 31 |
| AMETEK INC | [AME](https://holderbook.com/stocks/AME/) | $7.7M | 31,705 | 0.3% | 31 |
| PPG INDS INC | [PPG](https://holderbook.com/stocks/PPG/) | $7.6M | 62,718 | 0.3% | 25 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $7.6M | 15,175 | 0.3% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $7.5M | 7,005 | 0.3% | 31 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $7.5M | 44,974 | 0.3% | 31 |
| KEYSIGHT TECHNOLOGIES INC | [KEYS](https://holderbook.com/stocks/KEYS/) | $7.4M | 21,074 | 0.3% | 31 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $7.3M | 21,261 | 0.3% | 31 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $7.1M | 16,477 | 0.3% | 7 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $7.1M | 39,756 | 0.3% | 31 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $7.0M | 49,204 | 0.3% | 31 |
| FASTENAL CO | [FAST](https://holderbook.com/stocks/FAST/) | $7.0M | 145,972 | 0.3% | 25 |
| ADVANCED ENERGY INDS | [AEIS](https://holderbook.com/stocks/AEIS/) | $7.0M | 18,699 | 0.3% | 2 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $6.8M | 9,496 | 0.3% | 30 |
| NATIONAL FUEL GAS CO | [NFG](https://holderbook.com/stocks/NFG/) | $6.8M | 88,384 | 0.3% | 6 |
| MICROCHIP TECHNOLOGY INC. | [MCHP](https://holderbook.com/stocks/MCHP/) | $6.8M | 74,740 | 0.3% | 31 |

## 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 | +10.7% | +14.8% | -4.2% | 100% |
| Q1 2026 | -1.0% | -4.6% | +3.6% | 100% |
| Q4 2025 | +1.2% | +2.4% | -1.1% | 100% |
| Q3 2025 | +5.7% | +7.8% | -2.1% | 100% |
| Q2 2025 | +7.5% | +10.5% | -2.9% | 100% |
| Q1 2025 | -3.2% | -4.6% | +1.4% | 100% |
| Q4 2024 | -0.5% | +2.1% | -2.6% | 100% |
| Q3 2024 | +6.9% | +5.4% | +1.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $2.2B | 596 |
| Q1 2026 | $2.0B | 548 |
| Q4 2025 | $2.1B | 546 |
| Q3 2025 | $2.1B | 543 |
| Q2 2025 | $2.0B | 543 |
| Q1 2025 | $2.5B | 643 |
| Q4 2024 | $2.6B | 677 |
| Q3 2024 | $2.6B | 673 |
| Q2 2024 | $2.5B | 652 |
| Q1 2024 | $2.3B | 668 |
| Q4 2023 | $2.2B | 528 |
| Q3 2023 | $2.1B | 602 |