Q2 2026 13F · SEC CIK 1491685

Meiji Yasuda Asset Management Co Ltd.

Asset managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.2B
Reported positions: 596
Top holdings a year, 3 yrs: +23.3%
Average holding period: 8.4 yrs

Meiji Yasuda Asset Management Co Ltd. is an asset manager that reported 596 positions worth $2.2B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Nvidia Corporation Com (NVDA, 4.0%), Apple Inc (AAPL, 3.4%), Alphabet Inc (GOOGL, 2.9%). A portfolio copying its top holdings returned 23.3% a year over the last 3 years, against 20.4% for the S&P 500.

Meiji Yasuda Asset Management Co Ltd. holdings largest 50 of 596 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 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 Asset Management Co Ltd. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	4.0%	4.3%	442,231	-9.9%	$88.5M
AAPLApple Inc	3.4%	3.5%	261,856	-5.7%	$75.8M
GOOGLAlphabet Inc	2.9%	2.6%	179,708	-1.3%	$64.2M
MSFTMicrosoft Corp	2.6%	2.8%	152,204	-0.6%	$56.8M
AMZNAmazon Com Inc Com	2.0%	1.9%	185,611	+0.2%	$44.2M
AVGOBroadcom Inc	1.6%	1.5%	92,816	-6.1%	$35.1M
VZVerizon Communications Inc Com	1.2%	1.4%	613,083	+8.1%	$26.0M
JNJJohnson & Johnson	1.1%	1.2%	99,291	-1.1%	$25.2M
MUMicron Technology Inc	1.1%	—	21,329	—	$24.6M
METAMeta Platforms Inc Class A	1.1%	1.3%	43,628	-0.4%	$24.6M
JPMJpmorgan Chase & Co	1.1%	1.1%	74,286	-2.0%	$24.3M
XOMExxon Mobil Corp	1.1%	1.5%	176,081	+1.5%	$24.1M
ABBVAbbvie Inc	1.1%	1.4%	94,867	-28.1%	$23.9M
PGProcter & Gamble Co Com	1.0%	1.1%	158,414	+8.6%	$23.2M
KOCoca Cola Co	1.0%	1.0%	271,742	-0.0%	$22.1M
VVisa Inc Com Cl A	1.0%	1.0%	64,122	+0.6%	$22.0M
TSLATesla Inc Com	0.9%	0.9%	47,838	+2.4%	$20.1M
NEENextera Energy Inc Com	0.9%	0.9%	221,777	+15.9%	$19.5M
RHIRobert Half Inc.	0.9%	0.9%	630,248	-9.4%	$19.3M
EIXEdison Intl	0.9%	0.9%	257,051	+7.7%	$19.1M
LLYLilly Eli & Co	0.8%	0.7%	14,900	-2.2%	$17.9M
ORealty Income Corp	0.8%	0.9%	277,646	-0.7%	$17.2M
TXNTexas Instruments Inc	0.7%	0.6%	54,051	-9.2%	$16.1M
WMTWalmart Inc	0.7%	1.0%	139,817	-14.5%	$15.8M
BBYBest Buy Inc Com	0.7%	0.7%	205,846	-0.5%	$15.6M
AMCRAmcor PLC	0.7%	0.7%	358,828	-0.2%	$15.6M
BENFranklin Resources Inc	0.7%	0.6%	464,812	-10.4%	$15.5M
HDHome Depot Inc Com	0.7%	0.7%	43,761	-1.3%	$15.4M
CSCOCisco Sys Inc	0.7%	—	128,272	—	$15.1M
TGTTarget Corp Com	0.6%	0.7%	108,765	-4.8%	$14.2M
KMBKimberly-Clark Corporation	0.6%	0.6%	129,031	+2.2%	$14.2M
PEPPepsico Inc	0.6%	0.9%	104,454	-9.8%	$14.1M
UNHUnitedhealth Group Inc Com	0.6%	—	33,317	—	$13.8M
GWWWw Grainger Inc	0.6%	—	9,984	—	$13.6M
GOOGAlphabet Inc	0.6%	0.5%	38,398	+0.7%	$13.6M
SONSonoco Products Co	0.6%	0.7%	237,880	-1.7%	$13.4M
CMICummins Inc	0.6%	0.6%	18,551	-21.3%	$13.2M
HRLHormel Foods Corp	0.6%	0.6%	528,775	+8.2%	$13.1M
FRTFederal Rlty Invt Tr New	0.6%	0.6%	102,685	-1.4%	$12.7M
TROWT. Rowe Price Group Inc.	0.6%	0.5%	108,681	-6.0%	$12.4M
SJMSmucker J M Co	0.6%	0.5%	108,861	+3.9%	$12.2M
MDTMedtronic PLC	0.5%	0.6%	153,980	+20.1%	$12.0M
TJXTjx Cos Inc New Com	0.5%	0.6%	78,068	+1.4%	$11.8M
ESEversource Energy	0.5%	0.5%	160,564	+6.9%	$11.6M
SWKStanley Black & Decker Inc.	0.5%	—	122,407	—	$11.5M
CLXClorox Co Del	0.5%	0.6%	116,079	+7.1%	$11.1M
ADMArcher Daniels Midland Co	0.5%	0.5%	143,458	+6.9%	$11.0M
EDConsolidated Edison Inc	0.5%	0.5%	98,231	+6.8%	$10.9M
CCitigroup Inc Com New	0.5%	—	77,306	—	$10.8M
PMPhilip Morris Intl Inc Com	0.5%	—	59,255	—	$10.7M

What Meiji Yasuda Asset Management Co Ltd. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 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: +18.8% /yr; S&P 500 +20.1%
3 years: +23.3% /yr; S&P 500 +20.4%
5 years: +12.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 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
Q2 2026	$2.2B	596
Q1 2026	$2.0B	548
Q4 2025	$2.1B	546
Q3 2025	$2.1B	543
Q2 2025	$2.0B	543
Q1 2025	$2.5B	643
Q4 2024	$2.6B	677
Q3 2024	$2.6B	673
Q2 2024	$2.5B	652
Q1 2024	$2.3B	668
Q4 2023	$2.2B	528
Q3 2023	$2.1B	602

Questions about Meiji Yasuda Asset Management Co Ltd.'s portfolio

What stocks does Meiji Yasuda Asset Management Co Ltd. own?

Meiji Yasuda Asset Management Co Ltd.'s latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 596 positions worth $2.2B. The largest are Nvidia Corporation Com (NVDA) at 4.0%, Apple Inc (AAPL) at 3.4%, Alphabet Inc (GOOGL) at 2.9%, Microsoft Corp (MSFT) at 2.6% and Amazon Com Inc Com (AMZN) at 2.0%.

What did Meiji Yasuda Asset Management Co Ltd. buy last quarter?

In Q2 2026, Meiji Yasuda Asset Management Co Ltd. added Medtronic PLC (MDT) (+20.1% shares), Nextera Energy Inc Com (NEE) (+15.9% shares) and Procter & Gamble Co Com (PG) (+8.6% shares), compared with its Q1 2026 filing.

What did Meiji Yasuda Asset Management Co Ltd. sell last quarter?

In Q2 2026, Meiji Yasuda Asset Management Co Ltd. cut from its top 50 US Bancorp Del (USB), cut from its top 50 Blackrock Inc (BLK), cut from its top 50 Spire Inc (SR), cut from its top 50 Ecolab Inc (ECL), cut from its top 50 Palantir Technologies Inclass Class A (PLTR), Abbvie Inc (ABBV) (-28.1% shares), Cummins Inc (CMI) (-21.3% shares) and Walmart Inc (WMT) (-14.5% shares), compared with its Q1 2026 filing.

How has Meiji Yasuda Asset Management Co Ltd.'s portfolio performed?

A portfolio copying Meiji Yasuda Asset Management Co Ltd.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.8% against +20.1%. Over 5 years: +12.1% a year against +11.6%.

When is Meiji Yasuda Asset Management Co Ltd.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Meiji Yasuda Asset Management Co Ltd.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.