Q2 2026 13F · SEC CIK 2072353

Meiji Yasuda America Inc

Investment managerFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $597.6M
Reported positions: 57
Holdings vs S&P 500, 3 yrs: —
Average holding period: 3 qtrs

Meiji Yasuda America Inc is an investment manager that reported 57 positions worth $597.6M in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were Nvidia Corporation Com (NVDA, 8.9%), Apple Inc (AAPL, 6.6%), Alphabet Inc (GOOG, 6.6%).

Meiji Yasuda America Inc holdings largest 50 of 57 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Meiji Yasuda America Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	8.9%	8.9%	266,970	+28.8%	$53.4M
AAPLApple Inc	6.6%	6.7%	136,631	+28.8%	$39.5M
GOOGAlphabet Inc	6.6%	6.2%	110,964	+27.8%	$39.2M
MSFTMicrosoft Corp	5.5%	6.2%	87,835	+28.8%	$32.8M
MUMicron Technology Inc	4.8%	1.8%	25,038	+18.1%	$28.9M
AMZNAmazon Com Inc Com	4.4%	4.7%	110,623	+21.7%	$26.4M
AVGOBroadcom Inc	4.0%	3.7%	62,793	+28.8%	$23.7M
LLYLilly Eli & Co	3.1%	2.5%	15,267	+37.9%	$18.3M
JPMJpmorgan Chase & Co	2.9%	3.3%	52,968	+16.9%	$17.3M
METAMeta Platforms Inc Class A	2.5%	3.0%	26,695	+27.8%	$15.0M
PANWPalo Alto Networks Inc	2.5%	1.3%	43,795	+28.8%	$14.9M
GEGe Aerospace	2.4%	2.2%	38,887	+26.6%	$14.5M
CATCaterpillar Inc Com	2.4%	1.8%	13,351	+26.6%	$14.2M
GSGoldman Sachs Group Inc	2.1%	2.3%	12,564	+14.6%	$12.7M
AMDAdvanced Micro Devices Inc	2.0%	0.8%	20,868	+28.8%	$12.1M
COPConocophillips	1.9%	2.8%	109,832	+26.4%	$11.4M
VVisa Inc Com Cl A	1.7%	1.8%	29,797	+22.4%	$10.2M
AMATApplied Matls Inc	1.7%	0.9%	14,124	+28.8%	$10.2M
AXPAmerican Express Co Com	1.6%	1.7%	28,592	+22.4%	$9.7M
PMPhilip Morris Intl Inc Com	1.5%	1.8%	49,789	+16.2%	$9.0M
WELLWelltower Inc	1.5%	1.6%	38,649	+14.5%	$8.8M
KOCoca Cola Co	1.4%	1.7%	102,292	+16.2%	$8.3M
WMTWalmart Inc	1.4%	1.9%	73,010	+16.2%	$8.3M
RCLRoyal Caribbean Group	1.4%	1.5%	26,035	+21.7%	$8.3M
CTVACorteva Inc Com	1.1%	1.2%	80,076	+42.4%	$6.8M
CBChubb Limited Com	1.1%	1.3%	19,725	+22.3%	$6.7M
NEENextera Energy Inc Com	1.1%	1.5%	76,542	+17.9%	$6.7M
WMWaste Mgmt Inc Del	1.1%	1.3%	29,369	+26.6%	$6.5M
RTXRtx Corporation Com	1.0%	1.2%	32,423	+26.6%	$6.2M
UBERUber Technologies Inc	1.0%	1.2%	84,728	+26.6%	$6.1M
WMBWilliams Companies	1.0%	1.2%	82,211	+26.4%	$6.1M
TSLATesla Inc Com	1.0%	1.1%	14,017	+21.7%	$5.9M
TJXTjx Cos Inc New Com	1.0%	0.9%	38,686	+78.6%	$5.9M
HDHome Depot Inc Com	0.9%	1.0%	15,426	+21.7%	$5.4M
AEPAmerican Elec Pwr Co Inc	0.9%	1.1%	39,093	+17.9%	$5.3M
GILDGilead Sciences	0.9%	1.0%	41,998	+37.9%	$5.3M
PGRProgressive Corp.	0.9%	1.0%	23,777	+22.3%	$5.2M
ORLYO'Reilly Automotive Inc	0.8%	1.0%	53,294	+21.7%	$4.9M
SHWSherwin Williams Co Com	0.8%	0.8%	14,201	+42.4%	$4.9M
NOWServicenow Inc Com	0.8%	1.0%	48,993	+28.8%	$4.9M
SPGIS&P Global Inc.	0.8%	1.0%	11,901	+22.3%	$4.8M
AMGNAmgen Inc Com	0.8%	0.8%	13,347	+37.9%	$4.8M
GEVGe Vernova Inc	0.8%	0.7%	4,036	+26.6%	$4.7M
SYKStryker Corporation	0.7%	0.8%	13,895	+37.9%	$4.4M
DEDeere & Co Com	0.7%	0.7%	6,714	+26.6%	$4.3M
ICEIntercontinental Exchange in	0.7%	0.8%	33,356	+65.9%	$4.1M
UNHUnitedhealth Group Inc Com	0.6%	—	8,301	—	$3.5M
LITELumentum Hldgs Inc Com	0.5%	—	3,815	—	$3.3M
TMOThermo Fisher Scientific Inc	0.5%	—	6,359	—	$3.2M
DISDisney Walt Co	0.5%	—	31,025	—	$3.0M

What Meiji Yasuda America Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

TJX Tjx Cos Inc New Com+78.6% shares
ICE Intercontinental Exchange in+65.9% shares
CTVA Corteva Inc Com+42.4% shares
SHW Sherwin Williams Co Com+42.4% shares
GILD Gilead Sciences+37.9% shares
AMGN Amgen Inc Com+37.9% shares
LLY Lilly Eli & Co+37.9% shares
SYK Stryker Corporation+37.9% shares

Reduced

No position shrank by more than 5%.

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$597.6M	57
Q1 2026	$404.4M	57
Q4 2025	$435.6M	56

Questions about Meiji Yasuda America Inc's portfolio

What stocks does Meiji Yasuda America Inc own?

Meiji Yasuda America Inc's latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 57 positions worth $597.6M. The largest are Nvidia Corporation Com (NVDA) at 8.9%, Apple Inc (AAPL) at 6.6%, Alphabet Inc (GOOG) at 6.6%, Microsoft Corp (MSFT) at 5.5% and Micron Technology Inc (MU) at 4.8%.

What did Meiji Yasuda America Inc buy last quarter?

In Q2 2026, Meiji Yasuda America Inc added Tjx Cos Inc New Com (TJX) (+78.6% shares), Intercontinental Exchange in (ICE) (+65.9% shares) and Corteva Inc Com (CTVA) (+42.4% shares), compared with its Q1 2026 filing.

What did Meiji Yasuda America Inc sell last quarter?

In Q2 2026, Meiji Yasuda America Inc cut from its top 50 Intuit (INTU), cut from its top 50 Boston Scientific Corp (BSX), cut from its top 50 Netflix Inc Total (NFLX) and cut from its top 50 Insulet Corp (PODD), compared with its Q1 2026 filing.

When is Meiji Yasuda America Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Meiji Yasuda America Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.