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Meiji Yasuda Life Insurance Co

Q2 2026 13F filing

Updated 29 days ago

231 disclosed positions worth $3B

Portfolio value
$3B
Total holdings
231
New positions
30
Closed positions
23
Increased
68
Decreased
109
Turnover
22.9%
Filed
2026-08-13

Full holdings

Every line item disclosed in Q2 2026

B
1.BLK

ISHARES TR

Unchanged
Value
$2.1B
Shares
19.12M
% Port
69.19%
V

VANGUARD SCOTTSDALE FDS

Unchanged
Value
$213.2M
Shares
2.83M
% Port
7.07%
S

SELECT SECTOR SPDR TR

+11.4%
Value
$55M
Shares
288.7K
% Port
1.82%
N

NVIDIA CORPORATION

-9.5%
Value
$41.9M
Shares
209.3K
% Port
1.39%
A

APPLE INC

-6.9%
Value
$35.4M
Shares
122.4K
% Port
1.17%
G

ALPHABET INC CAP STK

-2.6%
Value
$32M
Shares
89.6K
% Port
1.06%
?
7.N/A

ISHARES TR

+11.5%
Value
$30.5M
Shares
1.31M
% Port
1.01%
M

MICROSOFT CORP

-3.9%
Value
$23.5M
Shares
63.0K
% Port
0.78%
E

ISHARES TR

+14.7%
Value
$21M
Shares
866.0K
% Port
0.70%
A
10.AMZN

AMAZON COM INC

-4.0%
Value
$19.9M
Shares
83.3K
% Port
0.66%
A
11.AVGO

BROADCOM INC

-3.0%
Value
$15.9M
Shares
42.0K
% Port
0.53%
S

SELECT SECTOR SPDR TR

+1.3%
Value
$15.4M
Shares
287.4K
% Port
0.51%
S

SELECT SECTOR SPDR TR

-40.3%
Value
$14M
Shares
75.6K
% Port
0.46%
M
14.MU

MICRON TECHNOLOGY INC

-7.7%
Value
$14M
Shares
12.1K
% Port
0.46%
M
15.META

META PLATFORMS INC

-4.1%
Value
$11.3M
Shares
20.0K
% Port
0.37%
J

JPMORGAN CHASE & CO

-2.9%
Value
$9.7M
Shares
29.5K
% Port
0.32%
T
17.TSLA

TESLA INC

-1.4%
Value
$9M
Shares
21.4K
% Port
0.30%
L
18.LLY

ELI LILLY & CO

-1.0%
Value
$8.7M
Shares
7.2K
% Port
0.29%
V
19.V

VISA INC

-4.0%
Value
$6.9M
Shares
20.1K
% Port
0.23%
L
20.LRCX

LAM RESEARCH CORP

+11.9%
Value
$6.9M
Shares
15.8K
% Port
0.23%
A
21.AMD

ADVANCED MICRO DEVICES INC

-7.0%
Value
$6.6M
Shares
11.3K
% Port
0.22%
J
22.JNJ

JOHNSON & JOHNSON

-8.9%
Value
$6M
Shares
23.6K
% Port
0.20%
W
23.WMT

WALMART INC

-7.9%
Value
$5.9M
Shares
52.4K
% Port
0.20%
?
24.N/A

BLACKROCK ETF TRUST II ISHARES AAA

Unchanged
Value
$5.1M
Shares
98.0K
% Port
0.17%
A
25.ABBV

ABBVIE INC

-14.7%
Value
$4.8M
Shares
18.9K
% Port
0.16%
C
26.C-PR

CITIGROUP INC

-9.3%
Value
$4.7M
Shares
33.4K
% Port
0.15%
B

BERKSHIRE HATHAWAY INC DEL

-6.7%
Value
$4.2M
Shares
8.3K
% Port
0.14%
H
28.HD

HOME DEPOT INC

-0.4%
Value
$4.1M
Shares
11.7K
% Port
0.14%
V
29.VRT

VERTIV HOLDINGS CO

+7.0%
Value
$4M
Shares
11.9K
% Port
0.13%
U
30.UNH

UNITEDHEALTH GROUP INC

+68.8%
Value
$4M
Shares
9.5K
% Port
0.13%
P
31.PM

PHILIP MORRIS INTL INC

+0.6%
Value
$4M
Shares
21.9K
% Port
0.13%
W

WELLS FARGO & CO

+0.7%
Value
$3.9M
Shares
47.4K
% Port
0.13%
C
33.COST

COSTCO WHOLESALE CORPORATION

+0.0%
Value
$3.9M
Shares
4.2K
% Port
0.13%
T
34.TJX

TJX COS INC NEW

-6.6%
Value
$3.9M
Shares
25.8K
% Port
0.13%
C
35.CMI

CUMMINS INC

-7.0%
Value
$3.8M
Shares
5.4K
% Port
0.13%
K
36.KO

COCA COLA CO

-1.8%
Value
$3.7M
Shares
46.0K
% Port
0.12%
M
37.MRVL

MARVELL TECHNOLOGY INC

-16.3%
Value
$3.7M
Shares
12.6K
% Port
0.12%
P
38.PG

PROCTER & GAMBLE CO

-2.0%
Value
$3.7M
Shares
25.2K
% Port
0.12%
C
39.CAT

CATERPILLAR INC

+6.9%
Value
$3.6M
Shares
3.4K
% Port
0.12%
W
40.WELL

WELLTOWER INC

+8.6%
Value
$3.6M
Shares
15.7K
% Port
0.12%
P
41.PWR

QUANTA SVCS INC

-3.3%
Value
$3.5M
Shares
4.9K
% Port
0.12%
I
42.INTC

INTEL CORP

Value
$3.3M
Shares
24.0K
% Port
0.11%
P
43.PANW

PALO ALTO NETWORKS INC

-13.6%
Value
$3.3M
Shares
9.7K
% Port
0.11%
L
44.LIN

LINDE PLC

-18.0%
Value
$3.3M
Shares
6.4K
% Port
0.11%
G
45.GEV

GE VERNOVA INC

-10.7%
Value
$3.3M
Shares
2.8K
% Port
0.11%
X
46.XOM

EXXON MOBIL CORP

-9.4%
Value
$3.3M
Shares
24.0K
% Port
0.11%
G

ALPHABET INC CAP STK

-14.5%
Value
$3.2M
Shares
9.0K
% Port
0.11%
G
48.GWW

WW GRAINGER INC

+6.8%
Value
$3.1M
Shares
2.3K
% Port
0.10%
N
49.NET

CLOUDFLARE INC

+26.1%
Value
$3.1M
Shares
12.6K
% Port
0.10%
A
50.ARM

ARM HOLDINGS PLC

+12.9%
Value
$3.1M
Shares
8.7K
% Port
0.10%