Meiji Yasuda Asset Management Co Ltd.

Tokyo, M0 · CIK 1491685 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyTokyo

$2.2bn reported value +10.9% vs Q1 2026

596positions

20.9%in top 10

65 new 203 added 231 reduced 17 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

Meiji Yasuda Life Insurance Company – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	442,231	$88.5m3.98%	3.98%	Reduced -48.8k	-48,777 -9.9%
2	APPLE INC COM AAPL	AAPL	261,856	$75.8m3.41%	3.41%	Reduced -15.7k	-15,692 -5.7%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	179,708	$64.2m2.89%	2.89%	Reduced -2.4k	-2,419 -1.3%
4	MICROSOFT CORP COM MSFT	MSFT	152,204	$56.8m2.56%	2.56%	Reduced -901	-901 -0.6%
5	AMAZON COM INC COM AMZN	AMZN	185,611	$44.2m1.99%	1.99%	Added +314	+314 0.2%
6	BROADCOM INC COM AVGO	AVGO	92,816	$35.1m1.58%	1.58%	Reduced -6.0k	-6,038 -6.1%
7	VERIZON COMMUNICATIONS INC COM VZ	VZ	613,083	$26.0m1.17%	1.17%	Added +45.9k	+45,922 8.1%
8	JOHNSON & JOHNSON COM JNJ	JNJ	99,291	$25.2m1.13%	1.13%	Reduced -1.1k	-1,133 -1.1%
9	MICRON TECHNOLOGY INC COM MU	MU	21,329	$24.6m1.11%	1.11%	Added +4.9k	+4,879 29.7%
10	META PLATFORMS INC CL A META	META	43,628	$24.6m1.11%	1.11%	Reduced -182	-182 -0.4%
11	JPMORGAN CHASE & CO COM JPM	JPM	74,286	$24.3m1.09%	1.09%	Reduced -1.5k	-1,532 -2.0%
12	EXXON MOBIL CORP COM XOM	XOM	176,081	$24.1m1.08%	1.08%	Added +2.6k	+2,597 1.5%
13	ABBVIE INC COM ABBV	ABBV	94,867	$23.9m1.07%	1.07%	Reduced -37.0k	-37,011 -28.1%
14	PROCTER AND GAMBLE CO COM PG	PG	158,414	$23.2m1.05%	1.05%	Added +12.5k	+12,509 8.6%
15	COCA COLA CO COM KO	KO	271,742	$22.1m0.99%	0.99%	Reduced -16	-16 -0.0%
16	VISA INC COM CL A V	V	64,122	$22.0m0.99%	0.99%	Added +391	+391 0.6%
17	TESLA INC COM TSLA	TSLA	47,838	$20.1m0.91%	0.91%	Added +1.1k	+1,134 2.4%
18	NEXTERA ENERGY INC COM NEE	NEE	221,777	$19.5m0.88%	0.88%	Added +30.5k	+30,458 15.9%
19	ROBERT HALF INC. COM RHI	RHI	630,248	$19.3m0.87%	0.87%	Reduced -65.2k	-65,202 -9.4%
20	EDISON INTL COM EIX	EIX	257,051	$19.1m0.86%	0.86%	Added +18.4k	+18,356 7.7%
21	ELI LILLY & CO COM LLY	LLY	14,900	$17.9m0.80%	0.80%	Reduced -342	-342 -2.2%
22	REALTY INCOME CORP COM O	O	277,646	$17.2m0.77%	0.77%	Reduced -1.9k	-1,944 -0.7%
23	TEXAS INSTRS INC COM TXN	TXN	54,051	$16.1m0.73%	0.73%	Reduced -5.5k	-5,457 -9.2%
24	WALMART INC COM WMT	WMT	139,817	$15.8m0.71%	0.71%	Reduced -23.7k	-23,733 -14.5%
25	BEST BUY INC COM BBY	BBY	205,846	$15.6m0.70%	0.70%	Reduced -995	-995 -0.5%
26	AMCOR PLC COM NEW AMCR	AMCR	358,828	$15.6m0.70%	0.70%	Reduced -841	-841 -0.2%
27	FRANKLIN RESOURCES INC COM BEN	BEN	464,812	$15.5m0.70%	0.70%	Reduced -54.0k	-54,025 -10.4%
28	HOME DEPOT INC COM HD	HD	43,761	$15.4m0.69%	0.69%	Reduced -577	-577 -1.3%
29	CISCO SYS INC COM CSCO	CSCO	128,272	$15.1m0.68%	0.68%	Added +30.1k	+30,093 30.6%
30	TARGET CORP COM TGT	TGT	108,765	$14.2m0.64%	0.64%	Reduced -5.5k	-5,493 -4.8%
31	KIMBERLY-CLARK CORP COM KMB	KMB	129,031	$14.2m0.64%	0.64%	Added +2.8k	+2,800 2.2%
32	PEPSICO INC COM PEP	PEP	104,454	$14.1m0.64%	0.64%	Reduced -11.4k	-11,382 -9.8%
33	UNITEDHEALTH GROUP INC COM UNH	UNH	33,317	$13.8m0.62%	0.62%	Added +4.3k	+4,262 14.7%
34	GRAINGER W W INC COM GWW	GWW	9,984	$13.6m0.61%	0.61%	Added +2.2k	+2,196 28.2%
35	ALPHABET INC CAP STK CL C GOOG	GOOG	38,398	$13.6m0.61%	0.61%	Added +269	+269 0.7%
36	SONOCO PRODS CO COM SON	SON	237,880	$13.4m0.60%	0.60%	Reduced -4.2k	-4,212 -1.7%
37	CUMMINS INC COM CMI	CMI	18,551	$13.2m0.60%	0.60%	Reduced -5.0k	-5,026 -21.3%
38	HORMEL FOODS CORP COM HRL	HRL	528,775	$13.1m0.59%	0.59%	Added +40.1k	+40,143 8.2%
39	FEDERAL RLTY INVT TR NEW SH BEN INT NEW FRT	FRT	102,685	$12.7m0.57%	0.57%	Reduced -1.5k	-1,478 -1.4%
40	PRICE T ROWE GROUP INC COM TROW	TROW	108,681	$12.4m0.56%	0.56%	Reduced -6.9k	-6,917 -6.0%
41	SMUCKER J M CO COM NEW SJM	SJM	108,861	$12.2m0.55%	0.55%	Added +4.1k	+4,088 3.9%
42	MEDTRONIC PLC SHS MDT	MDT	153,980	$12.0m0.54%	0.54%	Added +25.8k	+25,754 20.1%
43	TJX COS INC NEW COM TJX	TJX	78,068	$11.8m0.53%	0.53%	Added +1.1k	+1,095 1.4%
44	EVERSOURCE ENERGY COM ES	ES	160,564	$11.6m0.52%	0.52%	Added +10.4k	+10,421 6.9%
45	STANLEY BLACK & DECKER INC COM SWK	SWK	122,407	$11.5m0.52%	0.52%	Reduced -5.3k	-5,342 -4.2%
46	CLOROX CO DEL COM CLX	CLX	116,079	$11.1m0.50%	0.50%	Added +7.7k	+7,743 7.2%
47	ARCHER DANIELS MIDLAND CO COM ADM	ADM	143,458	$11.0m0.49%	0.49%	Added +9.2k	+9,197 6.8%
48	CONSOLIDATED EDISON INC COM ED	ED	98,231	$10.9m0.49%	0.49%	Added +6.3k	+6,268 6.8%
49	CITIGROUP INC COM NEW C	C	77,306	$10.8m0.49%	0.49%	Reduced -2.9k	-2,896 -3.6%
50	PHILIP MORRIS INTL INC COM PM	PM	59,255	$10.7m0.48%	0.48%	Added +13.3k	+13,252 28.8%
51	VERTIV HOLDINGS CO COM CL A VRT	VRT	31,937	$10.7m0.48%	0.48%	Added +10.7k	+10,713 50.5%
52	ESSEX PPTY TR INC COM ESS	ESS	36,586	$10.7m0.48%	0.48%	Reduced -508	-508 -1.4%
53	C H ROBINSON WORLDWIDE INC COM NEW CHRW	CHRW	55,100	$10.4m0.47%	0.47%	Reduced -2.4k	-2,351 -4.1%
54	QUALCOMM INC COM QCOM	QCOM	55,582	$10.3m0.46%	0.46%	Reduced -264	-264 -0.5%
55	APPLIED MATLS INC COM AMAT	AMAT	14,094	$10.2m0.46%	0.46%	Added +10.2k	+10,161 258.4%
56	BLACKROCK INC COM BLK	BLK	10,565	$10.2m0.46%	0.46%	Reduced -260	-260 -2.4%
57	AMERICAN EXPRESS CO COM AXP	AXP	29,791	$10.1m0.45%	0.45%	Reduced -838	-838 -2.7%
58	ADVANCED MICRO DEVICES INC COM AMD	AMD	17,257	$10.0m0.45%	0.45%	Added +6.9k	+6,907 66.7%
59	LINDE PLC SHS LIN	LIN	18,879	$9.8m0.44%	0.44%	Added +3.7k	+3,661 24.1%
60	SANDISK CORP COM SNDK	SNDK	4,273	$9.7m0.44%	0.44%	Reduced -729	-729 -14.6%
61	EOG RES INC COM EOG	EOG	74,755	$9.7m0.44%	0.44%	Added +9.5k	+9,478 14.5%
62	WELLTOWER INC COM WELL	WELL	41,957	$9.5m0.43%	0.43%	Added +1.7k	+1,699 4.2%
63	COLGATE PALMOLIVE CO COM CL	CL	103,611	$9.5m0.43%	0.43%	Added +5.6k	+5,591 5.7%
64	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	42,048	$9.4m0.42%	0.42%	Added +9.0k	+8,971 27.1%
65	SPIRE INC COM SR	SR	118,826	$9.3m0.42%	0.42%	Added +5.0k	+4,955 4.3%
66	POLARIS INC COM PII	PII	133,220	$9.1m0.41%	0.41%	Reduced -12.2k	-12,196 -8.4%
67	AIR PRODS & CHEMS INC COM APD	APD	30,924	$9.1m0.41%	0.41%	Added +250	+250 0.8%
68	ESSENTIAL UTILS INC COM WTRG	WTRG	236,193	$9.0m0.41%	0.41%	Added +12.9k	+12,925 5.8%
69	US BANCORP DEL COM NEW USB	USB	149,677	$9.0m0.41%	0.41%	Reduced -53.8k	-53,815 -26.4%
70	S&P GLOBAL INC COM SPGI	SPGI	22,188	$9.0m0.41%	0.41%	Added +5.7k	+5,731 34.8%
71	REPUBLIC SVCS INC COM RSG	RSG	42,001	$8.9m0.40%	0.40%	Added +421	+421 1.0%
72	GE VERNOVA INC COM GEV	GEV	7,517	$8.8m0.40%	0.40%	Reduced -149	-149 -1.9%
73	AVISTA CORP COM AVA	AVA	211,704	$8.7m0.39%	0.39%	Added +5.3k	+5,336 2.6%
74	EQUITY LIFESTYLE PPTYS INC COM ELS	ELS	131,619	$8.5m0.38%	0.38%	Reduced -1.2k	-1,234 -0.9%
75	CLOUDFLARE INC CL A COM NET	NET	34,384	$8.4m0.38%	0.38%	Added +8.7k	+8,699 33.9%
76	ONE GAS INC COM OGS	OGS	108,420	$8.4m0.38%	0.38%	Added +2.2k	+2,229 2.1%
77	SYSCO CORP COM SYY	SYY	98,639	$8.2m0.37%	0.37%	Reduced -1.5k	-1,472 -1.5%
78	ECOLAB INC COM ECL	ECL	29,170	$8.1m0.37%	0.37%	Reduced -8.3k	-8,341 -22.2%
79	ILLINOIS TOOL WKS INC COM ITW	ITW	29,789	$8.1m0.36%	0.36%	Reduced -587	-587 -1.9%
80	SCHWAB CHARLES CORP COM SCHW	SCHW	86,812	$8.0m0.36%	0.36%	Added +4.1k	+4,068 4.9%
81	MERCK & CO INC COM MRK	MRK	61,840	$7.9m0.36%	0.36%	Reduced -607	-607 -1.0%
82	INTEL CORP COM INTC	INTC	56,554	$7.9m0.36%	0.36%	Added +45.4k	+45,388 406.5%
83	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	66,669	$7.8m0.35%	0.35%	Added +1.2k	+1,163 1.8%
84	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	21,921	$7.8m0.35%	0.35%	Added +6.0k	+6,018 37.8%
85	ABBOTT LABS COM ABT	ABT	85,147	$7.7m0.35%	0.35%	Added +4.5k	+4,516 5.6%
86	AMETEK INC COM AME	AME	31,705	$7.7m0.35%	0.35%	Added +995	+995 3.2%
87	PPG INDS INC COM PPG	PPG	62,718	$7.6m0.34%	0.34%	Reduced -357	-357 -0.6%
88	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	15,175	$7.6m0.34%	0.34%	Reduced -81	-81 -0.5%
89	CATERPILLAR INC COM CAT	CAT	7,005	$7.5m0.34%	0.34%	Reduced -4.8k	-4,751 -40.4%
90	CHEVRON CORP NEW COM CVX	CVX	44,974	$7.5m0.34%	0.34%	Reduced -1.1k	-1,058 -2.3%
91	KEYSIGHT TECHNOLOGIES INC COM KEYS	KEYS	21,074	$7.4m0.33%	0.33%	Reduced -489	-489 -2.3%
92	PALO ALTO NETWORKS INC COM PANW	PANW	21,261	$7.3m0.33%	0.33%	Reduced -16.9k	-16,891 -44.3%
93	LAM RESEARCH CORP COM NEW LRCX	LRCX	16,477	$7.1m0.32%	0.32%	Added +5.0k	+5,031 44.0%
94	BOOKING HOLDINGS INC COM BKNG	BKNG	39,756	$7.1m0.32%	0.32%	Reduced -14.3k	-14,294 -26.4%
95	EMERSON ELEC CO COM EMR	EMR	49,204	$7.0m0.32%	0.32%	Added +6.1k	+6,128 14.2%
96	FASTENAL CO COM FAST	FAST	145,972	$7.0m0.32%	0.32%	Added +3.4k	+3,420 2.4%
97	ADVANCED ENERGY INDS COM AEIS	AEIS	18,699	$7.0m0.31%	0.31%	Added +3.8k	+3,846 25.9%
98	QUANTA SVCS INC COM PWR	PWR	9,496	$6.8m0.31%	0.31%	Reduced -423	-423 -4.3%
99	NATIONAL FUEL GAS CO COM NFG	NFG	88,384	$6.8m0.31%	0.31%	Added +9.5k	+9,478 12.0%
100	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	74,740	$6.8m0.31%	0.31%	Reduced -15.7k	-15,698 -17.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		7,914	$3.6m7.9k shares
COTERRA ENERGY INC CTRA	CTRA	21,579	$758.3k21.6k shares
SOLVENTUM CORP SOLV	SOLV	11,062	$722.3k11.1k shares
FLEX LTD FLEX	FLEX	9,319	$610.0k9.3k shares
ARCH CAP GROUP LTD ACGL	ACGL	3,309	$317.6k3.3k shares
GEN DIGITAL INC GEN	GEN	14,854	$279.7k14.9k shares
VERALTO CORP VLTO	VLTO	3,114	$275.3k3.1k shares
GODADDY INC GDDY	GDDY	3,126	$258.4k3.1k shares
CINCINNATI FINL CORP CINF	CINF	1,596	$251.1k1.6k shares
DOMINOS PIZZA INC DPZ	DPZ	691	$247.9k691 shares
TRANSDIGM GROUP INC TDG	TDG	204	$236.4k204 shares
CROWN CASTLE INC CCI	CCI	2,818	$229.1k2.8k shares
DARLING INGREDIENTS INC DAR	DAR	3,649	$225.7k3.6k shares
DOCUSIGN INC DOCU	DOCU	4,620	$219.0k4.6k shares
BOOZ ALLEN HAMILTON HLDG COR BAH	BAH	2,782	$217.1k2.8k shares
ROLLINS INC ROL	ROL	3,772	$201.5k3.8k shares
VIPER ENERGY INC VNOM	VNOM	4,287	$201.4k4.3k shares