Nippon Life Global Investors Americas, Inc.
Q2 2026 13F filing
Updated 35 days ago101 disclosed positions worth $2.5B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $210.7M | 1.05M | 8.38% | Trimmed(-6.5%) |
| 2 | G GOOGN ALPHABET INC | $163.8M | 463.6K | 6.51% | Trimmed(-3.7%) |
| 3 | M MSFT MICROSOFT CORP | $132.4M | 355.1K | 5.27% | Added(+2.8%) |
| 4 | A AMZN AMAZON COM INC | $129.2M | 542.2K | 5.14% | Added(+4.0%) |
| 5 | A AAPL APPLE INC | $124.9M | 431.7K | 4.97% | Trimmed(-4.5%) |
| 6 | A AVGO BROADCOM INC | $90.4M | 239.3K | 3.60% | Trimmed(-19.8%) |
| 7 | L LLY ELI LILLY & CO | $77.2M | 64.4K | 3.07% | Trimmed(-15.1%) |
| 8 | A AMD ADVANCED MICRO DEVICES INC | $71.6M | 123.2K | 2.85% | Added(+1413.8%) |
| 9 | C C-PR CITIGROUP INC | $68.1M | 486.7K | 2.71% | Trimmed(-5.6%) |
| 10 | L LRCX LAM RESEARCH CORP | $67.2M | 155.0K | 2.67% | Trimmed(-45.0%) |
| 11 | M META META PLATFORMS INC | $66.8M | 118.6K | 2.66% | Trimmed(-8.0%) |
| 12 | M MU MICRON TECHNOLOGY INC | $65.8M | 57.0K | 2.62% | — |
| 13 | F FDX F5 INC | $61.7M | 148.3K | 2.45% | Added(+368.8%) |
| 14 | G GEV GE VERNOVA INC | $61.1M | 52.0K | 2.43% | Added(+3087.7%) |
| 15 | C CAT CATERPILLAR INC | $57.9M | 54.4K | 2.30% | Trimmed(-4.0%) |
| 16 | C COST COSTCO WHOLESALE CORPORATION | $50.6M | 54.1K | 2.01% | Trimmed(-12.9%) |
| 17 | V V VISA INC | $49.9M | 145.3K | 1.98% | Added(+17.5%) |
| 18 | A APH AMPHENOL CORP | $49M | 277.5K | 1.95% | Trimmed(-21.1%) |
| 19 | G GS-PD GOLDMAN SACHS GROUP INC | $46.8M | 46.3K | 1.86% | Trimmed(-8.3%) |
| 20 | A AON AON PLC | $43.2M | 130.2K | 1.72% | Trimmed(-0.4%) |
| 21 | M MDT MEDTRONIC PLC | $37.2M | 471.2K | 1.48% | Trimmed(-3.2%) |
| 22 | P PG PROCTER & GAMBLE CO | $37M | 252.5K | 1.47% | Trimmed(-13.7%) |
| 23 | L LIN LINDE PLC | $36.7M | 70.7K | 1.46% | Added(+10.8%) |
| 24 | C CVS CVS HEALTH CORP | $35.9M | 347.5K | 1.43% | Trimmed(-6.1%) |
| 25 | B BAC-PS BANK OF AMER CORP | $34.7M | 608.6K | 1.38% | Trimmed(-8.0%) |
| 26 | R R RYDER SYS INC | $31.7M | 120.2K | 1.26% | Added(+145.2%) |
| 27 | B BIIB BIOGEN INC | $29.6M | 137.2K | 1.18% | Added(+308.8%) |
| 28 | R RCL ROYAL CARIBBEAN GROUP | $29.5M | 92.9K | 1.17% | Added(+632.4%) |
| 29 | M MOD MODINE MFG CO | $28.7M | 107.3K | 1.14% | Added(+67.0%) |
| 30 | T TSLA TESLA INC | $28.5M | 67.8K | 1.13% | Unchanged |
| 31 | E EQIX EQUINIX INC | $28.2M | 27.1K | 1.12% | Added(+80.5%) |
| 32 | M MPC MARATHON PETE CORP | $25.6M | 100.0K | 1.02% | Trimmed(-27.4%) |
| 33 | C CVX CHEVRON CORPORATION | $25.2M | 152.0K | 1.00% | Added(+6.9%) |
| 34 | T TJX TJX COS INC NEW | $22.3M | 147.4K | 0.89% | Added(+2778.5%) |
| 35 | C COHR COHERENT CORP | $19.7M | 49.9K | 0.78% | — |
| 36 | V VST VISTRA CORP | $19.3M | 121.4K | 0.77% | Added(+6721.9%) |
| 37 | V VRTX VERTEX PHARMACEUTICALS INC | $19M | 38.2K | 0.76% | Added(+1429.2%) |
| 38 | A AER AERCAP HOLDINGS NV | $18.5M | 126.8K | 0.74% | Trimmed(-0.5%) |
| 39 | S SREA SEMPRA | $15.9M | 170.7K | 0.63% | Trimmed(-9.5%) |
| 40 | E EHC ENCOMPASS HEALTH CORP | $14.7M | 145.1K | 0.58% | Added(+42.3%) |
| 41 | K KO COCA COLA CO | $14.5M | 178.3K | 0.58% | Added(+65.8%) |
| 42 | I IRM IRON MTN INC DEL | $14.2M | 111.5K | 0.56% | Trimmed(-1.2%) |
| 43 | L LSCC LATTICE SEMICONDUCTOR CORP | $14M | 91.8K | 0.56% | Added(+95.5%) |
| 44 | A AXP AMERICAN EXPRESS CO | $13.6M | 40.1K | 0.54% | Added(+1.1%) |
| 45 | M MAR MARRIOTT INTL INC NEW | $13.4M | 36.3K | 0.53% | Added(+8.9%) |
| 46 | M MDLZ MONDELEZ INTL INC | $13.3M | 228.7K | 0.53% | Added(+56.5%) |
| 47 | J JPM-PM JPMORGAN CHASE & CO | $13.2M | 40.4K | 0.53% | Trimmed(-4.8%) |
| 48 | F FIX COMFORT SYS USA INC | $12.8M | 6.5K | 0.51% | Added(+696.3%) |
| 49 | T TPR TAPESTRY INC | $12.6M | 85.9K | 0.50% | Added(+10.1%) |
| 50 | S SPGI S&P GLOBAL INC | $11.4M | 28.1K | 0.45% | Added(+0.9%) |