# Meiji Yasuda America Inc

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2072353. Source: https://holderbook.com/funds/2072353-meiji-yasuda-america-inc/

- Reported value: $597.6M
- Positions: 57
- Weight of the ten largest: 49.3%
- Filed: 2026-07-28

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/) | $53.4M | 266,970 | 8.9% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $39.5M | 136,631 | 6.6% | 3 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $39.2M | 110,964 | 6.6% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $32.8M | 87,835 | 5.5% | 3 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $28.9M | 25,038 | 4.8% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $26.4M | 110,623 | 4.4% | 3 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $23.7M | 62,793 | 4.0% | 3 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $18.3M | 15,267 | 3.1% | 3 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $17.3M | 52,968 | 2.9% | 3 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $15.0M | 26,695 | 2.5% | 3 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $14.9M | 43,795 | 2.5% | 3 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $14.5M | 38,887 | 2.4% | 3 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $14.2M | 13,351 | 2.4% | 3 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $12.7M | 12,564 | 2.1% | 3 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $12.1M | 20,868 | 2.0% | 3 |
| CONOCOPHILLIPS | [COP](https://holderbook.com/stocks/COP/) | $11.4M | 109,832 | 1.9% | 3 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $10.2M | 29,797 | 1.7% | 3 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $10.2M | 14,124 | 1.7% | 3 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $9.7M | 28,592 | 1.6% | 3 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $9.0M | 49,789 | 1.5% | 3 |
| WELLTOWER INC | [WELL](https://holderbook.com/stocks/WELL/) | $8.8M | 38,649 | 1.5% | 3 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $8.3M | 102,292 | 1.4% | 3 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $8.3M | 73,010 | 1.4% | 3 |
| ROYAL CARIBBEAN GROUP | [RCL](https://holderbook.com/stocks/RCL/) | $8.3M | 26,035 | 1.4% | 3 |
| CORTEVA INC | [CTVA](https://holderbook.com/stocks/CTVA/) | $6.8M | 80,076 | 1.1% | 3 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $6.7M | 19,725 | 1.1% | 3 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $6.7M | 76,542 | 1.1% | 3 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $6.5M | 29,369 | 1.1% | 3 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $6.2M | 32,423 | 1.0% | 2 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $6.1M | 84,728 | 1.0% | 3 |
| WILLIAMS COS INC | [WMB](https://holderbook.com/stocks/WMB/) | $6.1M | 82,211 | 1.0% | 3 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $5.9M | 14,017 | 1.0% | 3 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $5.9M | 38,686 | 1.0% | 3 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $5.4M | 15,426 | 0.9% | 3 |
| AMERICAN ELEC PWR CO INC | [AEP](https://holderbook.com/stocks/AEP/) | $5.3M | 39,093 | 0.9% | 3 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $5.3M | 41,998 | 0.9% | 3 |
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $5.2M | 23,777 | 0.9% | 3 |
| OREILLY AUTOMOTIVE INC | [ORLY](https://holderbook.com/stocks/ORLY/) | $4.9M | 53,294 | 0.8% | 3 |
| SHERWIN WILLIAMS CO | [SHW](https://holderbook.com/stocks/SHW/) | $4.9M | 14,201 | 0.8% | 3 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $4.9M | 48,993 | 0.8% | 3 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $4.8M | 11,901 | 0.8% | 3 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $4.8M | 13,347 | 0.8% | 3 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $4.7M | 4,036 | 0.8% | 3 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $4.4M | 13,895 | 0.7% | 3 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $4.3M | 6,714 | 0.7% | 2 |
| INTERCONTINENTAL EXCHANGE IN | [ICE](https://holderbook.com/stocks/ICE/) | $4.1M | 33,356 | 0.7% | 3 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $3.5M | 8,301 | 0.6% | 3 |
| LUMENTUM HLDGS INC | [LITE](https://holderbook.com/stocks/LITE/) | $3.3M | 3,815 | 0.5% | 1 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $3.2M | 6,359 | 0.5% | 3 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $3.0M | 31,025 | 0.5% | 3 |
| BOSTON SCIENTIFIC CORP | [BSX](https://holderbook.com/stocks/BSX/) | $2.9M | 67,171 | 0.5% | 3 |
| VERTEX PHARMACEUTICALS INC | [VRTX](https://holderbook.com/stocks/VRTX/) | $2.8M | 5,733 | 0.5% | 3 |
| DIGITAL RLTY TR INC | [DLR](https://holderbook.com/stocks/DLR/) | $2.8M | 15,440 | 0.5% | 3 |
| INSULET CORP | [PODD](https://holderbook.com/stocks/PODD/) | $2.7M | 17,434 | 0.4% | 3 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $2.6M | 36,442 | 0.4% | 3 |
| INTUIT | [INTU](https://holderbook.com/stocks/INTU/) | $2.5M | 9,669 | 0.4% | 3 |
| ZOETIS INC | [ZTS](https://holderbook.com/stocks/ZTS/) | $1.1M | 15,663 | 0.2% | 3 |

## 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 | +16.7% | +14.8% | +1.9% | 100% |
| Q1 2026 | -5.8% | -4.6% | -1.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $597.6M | 57 |
| Q1 2026 | $404.4M | 57 |
| Q4 2025 | $435.6M | 56 |