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Meiji Yasuda Asset Management Co Ltd.

Period ended Jun 30, 2026 · Latest filing Aug 13, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Jun 30, 2026: $2,221,851,744

More quarters will appear as history becomes available.

Top holdings

Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. NVIDIA CORPORATION · COM · 67066G104 · shares: $88,486,001
  2. APPLE INC · COM · 037833100 · shares: $75,770,652
  3. ALPHABET INC · CAP STK CL A · 02079K305 · shares: $64,222,248
  4. MICROSOFT CORP · COM · 594918104 · shares: $56,775,136
  5. AMAZON COM INC · COM · 023135106 · shares: $44,238,526
  6. BROADCOM INC · COM · 11135F101 · shares: $35,061,244
  7. VERIZON COMMUNICATIONS INC · COM · 92343V104 · shares: $25,957,934
  8. JOHNSON & JOHNSON · COM · 478160104 · shares: $25,216,935
  9. MICRON TECHNOLOGY INC · COM · 595112103 · shares: $24,619,851
  10. META PLATFORMS INC · CL A · 30303M102 · shares: $24,575,216

Reported holdings

596 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
DOMINION ENERGY INCCOM25746U109 — 3,891 shares $265,716
ACUITY INCCOM00508Y102 — 703 shares $264,792
ARROWHEAD PHARMACEUTICALS INCOM04280A100 — 3,231 shares $263,359
VALMONT INDS INCCOM920253101 — 454 shares $262,230
EBAY INC.COM278642103 — 2,336 shares $261,048
NEW YORK TIMES CO MTN BECL A650111107 — 3,727 shares $260,815
REGENERON PHARMACEUTICALSCOM75886F107 — 417 shares $260,016
ADVANCED DRAIN SYS INC DELCOM00790R104 — 1,653 shares $259,455
SAIA INCCOM78709Y105 — 615 shares $259,013
VIAVI SOLUTIONS INCCOM925550105 — 5,414 shares $258,519
ALLEGION PLCORD SHSG0176J109 — 1,837 shares $258,080
BJS WHSL CLUB HLDGS INCCOM05550J101 — 2,955 shares $257,735
UNITED RENTALS INCCOM911363109 — 227 shares $257,166
ZEBRA TECHNOLOGIES CORPORATICL A989207105 — 971 shares $255,625
ASTERA LABS INCCOM04626A103 — 525 shares $253,586
ARROW ELECTRS INCCOM042735100 — 1,183 shares $252,464
AVERY DENNISON CORPCOM053611109 — 1,552 shares $251,967
CRANE COMPANYCOMMON STOCK224408104 — 1,129 shares $251,846
CNH INDL N VSHSN20944109 — 22,396 shares $251,507
LIBERTY MEDIA CORP DELCOM LBTY ONE S C531229755 — 2,636 shares $250,789
TAKE-TWO INTERACTIVE SOFTWARCOM874054109 — 1,002 shares $250,480
COCA COLA CONS INCCOM191098102 — 1,305 shares $249,151
EASTGROUP PPTYS INCCOM277276101 — 1,228 shares $248,707
WINTRUST FINL CORPCOM97650W108 — 1,545 shares $248,312
AMERICAN TOWER CORPCOM03027X100 — 1,517 shares $248,136
WATTS WATER TECHNOLOGIES INCCL A942749102 — 633 shares $247,788
HF SINCLAIR CORPCOM403949100 — 3,547 shares $247,049
SBA COMMUNICATIONS CORPCL A78410G104 — 1,395 shares $246,162
AMERICAN HOMES 4 RENTCL A02665T306 — 7,331 shares $245,735
STIFEL FINL CORPCOM860630102 — 3,518 shares $245,451
LIVE NATION ENTERTAINMENT INCOM538034109 — 1,339 shares $245,184
JACOBS SOLUTIONS INCCOM46982L108 — 1,941 shares $244,566
ZSCALER INCCOM98980G102 — 1,732 shares $244,472
SERVICE CORP INTLCOM817565104 — 3,212 shares $243,984
STRYKER CORPORATIONCOM863667101 — 773 shares $243,371
GUIDEWIRE SOFTWARE INCCOM40171V100 — 1,961 shares $241,301
COINBASE GLOBAL INCCOM CL A19260Q107 — 1,640 shares $239,752
HECLA MINING COMPANYCOM422704106 — 15,459 shares $238,532
ANTERO RESOURCES CORPCOM03674X106 — 6,762 shares $237,617
CACI INTL INCCL A127190304 — 510 shares $236,263
ZIONS BANCORPORATION NATL ASCOM989701107 — 3,406 shares $235,661
UMB FINL CORPCOM902788108 — 1,647 shares $235,126
ENCOMPASS HEALTH CORPCOM29261A100 — 2,321 shares $234,607
PINTEREST INCCL A72352L106 — 11,150 shares $234,485
REGENCY CTRS CORPCOM758849103 — 2,930 shares $233,638
AMERICAN HEALTHCARE REIT INCCOM SHS398182303 — 4,461 shares $232,641
OGE ENERGY CORPCOM670837103 — 4,740 shares $230,648
FIVE BELOW INCCOM33829M101 — 1,272 shares $228,693
TOPBUILD CORCOM89055F103 — 644 shares $228,317
AMKOR TECHNOLOGY INCCOM031652100 — 2,639 shares $227,561
SOUTHSTATE BK CORPCOM84472E102 — 2,265 shares $226,274
APOLLO GLOBAL MGMT INCCOM03769M106 — 1,893 shares $223,961
OSHKOSH CORPCOM688239201 — 1,459 shares $223,927
CBRE GROUP INCCL A12504L109 — 1,661 shares $223,720
BRIXMOR PPTY GROUP INCCOM11120U105 — 7,073 shares $223,012
CULLEN FROST BANKERS INCCOM229899109 — 1,441 shares $222,663
CARETRUST REIT INCCOM14174T107 — 5,468 shares $220,634
FLOWSERVE CORPCOM34354P105 — 2,931 shares $217,363
CHART INDS INCCOM16115Q308 — 1,037 shares $216,671
KRATOS DEFENSE & SEC SOLUTIOCOM NEW50077B207 — 4,340 shares $216,392
COLUMBIA BKG SYS INCCOM197236102 — 6,740 shares $216,017
DAVITA INCCOM23918K108 — 970 shares $215,806
EMCOR GROUP INCCOM29084Q100 — 259 shares $214,939
SKYWORKS SOLUTIONS INCCOM83088M102 — 3,168 shares $214,790
ENSIGN GROUP INCCOM29358P101 — 1,331 shares $213,359
PTC INCCOM69370C100 — 1,876 shares $213,132
TIMKEN COCOM887389104 — 1,462 shares $212,458
HALOZYME THERAPEUTICS INCCOM40637H109 — 2,713 shares $212,347
NRG ENERGY INCCOM NEW629377508 — 1,452 shares $212,079
CORE & MAIN INCCL A21874C102 — 4,371 shares $210,901
MURPHY USA INCCOM626755102 — 391 shares $210,698
OLD REP INTL CORPCOM680223104 — 5,144 shares $210,492
DUTCH BROS INCCL A26701L100 — 2,924 shares $209,972
GAMESTOP CORPCL A36467W109 — 9,509 shares $209,959
AGREE RLTY CORPCOM008492100 — 2,765 shares $209,421
CUBESMARTCOM229663109 — 5,261 shares $209,230
FIRST SOLAR INCCOM336433107 — 884 shares $208,589
AECOMCOM00766T100 — 2,984 shares $208,283
GLOBUS MED INCCL A379577208 — 2,633 shares $208,033
OLD NATL BANCORP INDCOM680033107 — 8,001 shares $207,226
AFFILIATED MANAGERS GROUPCOM008252108 — 611 shares $206,762
VICOR CORPCOM925815102 — 541 shares $205,461
PRIMERICA INCCOM74164M108 — 722 shares $205,192
HYATT HOTELS CORPCOM CL A448579102 — 1,056 shares $204,695
CELSIUS HLDGS INCCOM NEW15118V207 — 6,982 shares $204,433
FORTIVE CORPCOM34959J108 — 3,345 shares $204,346
NNN REIT INCCOM637417106 — 4,382 shares $203,894
RANGE RES CORPCOM75281A109 — 5,466 shares $203,281
AERCAP HOLDINGS NVSHSN00985106 — 1,384 shares $201,760
SPACE EXPLORATION TECHN CORPCLASS A COM STK84615Q103 — 1,178 shares $201,273
SIMPSON MFG INCCOM829073105 — 956 shares $200,139
TYLER TECHNOLOGIES INCCOM902252105 — 684 shares $200,043
ALLEGRO MICROSYSTEMS INCCOM01749D105 — 2,873 shares $200,018
VALLEY NATL BANCORPCOM919794107 — 11,106 shares $162,703
AVANTOR INCCOM05352A100 — 15,889 shares $157,301
CLEVELAND-CLIFFS INC NEWCOM185899101 — 13,249 shares $124,408