Q3 2026 13F · SEC CIK 2072353

Meiji Yasuda America Inc

Investment managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $764.0M
Reported positions: 57
Holdings vs S&P 500, 3 yrs: —
Average holding period: 1.0 yrs

Meiji Yasuda America Inc is an investment manager that reported 57 positions worth $764.0M in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Nvidia Corporation (NVDA, 9.9%), Apple Inc (AAPL, 7.4%), Microsoft Corp (MSFT, 7.3%).

Meiji Yasuda America Inc holdings largest 50 of 57 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	9.9%	8.9%	331,525	+24.2%	$75.7M
AAPLApple Inc	7.4%	6.6%	169,668	+24.2%	$56.5M
MSFTMicrosoft Corp	7.3%	5.5%	109,072	+24.2%	$55.9M
GOOGAlphabet Inc	6.1%	6.6%	137,713	+24.1%	$46.9M
AMZNAmazon Com Inc	4.5%	4.4%	137,271	+24.1%	$34.2M
MUMicron Technology Inc	4.3%	4.8%	31,091	+24.2%	$33.1M
AVGOBroadcom Inc	3.6%	4.0%	77,974	+24.2%	$27.4M
METAMeta Platforms Inc	3.1%	2.5%	33,127	+24.1%	$24.0M
LLYEli Lilly & Co	2.9%	3.1%	19,406	+27.1%	$22.5M
JPMJpmorgan Chase & Co	2.9%	2.9%	66,277	+25.1%	$21.9M
PANWPalo Alto Networks Inc	2.8%	2.5%	54,382	+24.2%	$21.6M
AMDAdvanced Micro Devices Inc	2.1%	2.0%	25,912	+24.2%	$15.9M
COPConocophillips	2.0%	1.9%	124,035	+12.9%	$15.5M
GEGe Aerospace	2.0%	2.4%	47,729	+22.7%	$14.9M
GSGoldman Sachs Group Inc	1.9%	2.1%	15,718	+25.1%	$14.2M
VVisa Inc	1.8%	1.7%	37,281	+25.1%	$13.4M
CATCaterpillar Inc	1.7%	2.4%	16,385	+22.7%	$13.3M
PMPhilip Morris Intl Inc	1.6%	1.5%	63,226	+27.0%	$12.1M
KOCoca Cola Co	1.5%	1.4%	129,899	+27.0%	$11.2M
AXPAmerican Express Co	1.4%	1.6%	35,775	+25.1%	$10.9M
WELLWelltower Inc	1.4%	1.5%	45,905	+18.8%	$10.6M
WMTWalmart Inc	1.3%	1.4%	92,713	+27.0%	$9.6M
AMATApplied Matls Inc	1.2%	1.7%	17,537	+24.2%	$9.0M
RCLRoyal Caribbean Group	1.1%	1.4%	32,305	+24.1%	$8.6M
NOWServicenow Inc	1.1%	0.8%	60,838	+24.2%	$8.2M
CBChubb Limited	1.1%	1.1%	24,679	+25.1%	$8.0M
GILDGilead Sciences Inc	1.0%	0.9%	53,386	+27.1%	$8.0M
CTVACorteva Inc	1.0%	1.1%	99,363	+24.1%	$7.7M
RTXRtx Corporation	1.0%	1.0%	39,796	+22.7%	$7.4M
WMWaste Mgmt Inc Del	1.0%	1.1%	36,048	+22.7%	$7.4M
UBERUber Technologies Inc	0.9%	1.0%	104,000	+22.7%	$7.1M
NEENextera Energy Inc	0.9%	1.1%	90,915	+18.8%	$6.9M
TJXTjx Cos Inc New	0.8%	1.0%	48,003	+24.1%	$6.4M
ICEIntercontinental Exchange Inc	0.8%	0.7%	41,736	+25.1%	$6.3M
UNHUnitedhealth Group Inc	0.8%	0.6%	17,063	+105.6%	$6.3M
TSLATesla Inc	0.8%	1.0%	17,392	+24.1%	$6.2M
PGRProgressive Corp	0.8%	0.9%	29,749	+25.1%	$6.2M
SPGIS&p Global Inc	0.8%	0.8%	14,889	+25.1%	$5.9M
SHWSherwin Williams Co	0.7%	0.8%	17,619	+24.1%	$5.7M
ORLYOreilly Automotive Inc	0.7%	0.8%	66,130	+24.1%	$5.6M
DEDeere & Co	0.7%	0.7%	8,238	+22.7%	$5.5M
AEPAmerican Elec Pwr Co Inc	0.7%	0.9%	46,433	+18.8%	$5.5M
TMOThermo Fisher Scientific Inc	0.7%	0.5%	8,081	+27.1%	$5.5M
HDHome Depot Inc	0.7%	0.9%	19,140	+24.1%	$5.4M
WMBWilliams Cos	0.7%	1.0%	75,871	-7.7%	$5.2M
SYKStryker Corporation	0.6%	0.7%	17,661	+27.1%	$4.9M
GEVGe Vernova Inc	0.6%	0.8%	4,952	+22.7%	$4.7M
MDLNMedline Inc	0.6%	—	135,314	—	$4.7M
LITELumentum Hldgs Inc	0.6%	0.5%	4,734	+24.1%	$4.6M
AMGNAmgen Inc	0.6%	0.8%	10,777	-19.3%	$4.5M

What Meiji Yasuda America Inc bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$764.0M	57
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 Q3 2026 and filed Oct 22, 2026, lists 57 positions worth $764.0M. The largest are Nvidia Corporation (NVDA) at 9.9%, Apple Inc (AAPL) at 7.4%, Microsoft Corp (MSFT) at 7.3%, Alphabet Inc (GOOG) at 6.1% and Amazon Com Inc (AMZN) at 4.5%.

What did Meiji Yasuda America Inc buy last quarter?

In Q3 2026, Meiji Yasuda America Inc added Unitedhealth Group Inc (UNH) (+105.6% shares), Gilead Sciences Inc (GILD) (+27.1% shares) and Eli Lilly & Co (LLY) (+27.1% shares), compared with its Q2 2026 filing.

What did Meiji Yasuda America Inc sell last quarter?

In Q3 2026, Meiji Yasuda America Inc cut from its top 50 Disney Walt Co (DIS), Amgen Inc (AMGN) (-19.3% shares) and Williams Cos (WMB) (-7.7% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.