Q2 2026 13F · SEC CIK 1144492

Meiji Yasuda Life Insurance Co

Insurance companyFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.0B
Reported positions: 231
Top holdings a year, 3 yrs: +5.5%
Average holding period: 6.3 yrs

Meiji Yasuda Life Insurance Co is an insurance company that reported 231 positions worth $3.0B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Ishares Tr (LQD, 69.2%), Vanguard Long-Term Corporate Bond ETF (VCLT, 7.1%), Select Sector Spdr Tr (XLK, 1.8%). A portfolio copying its top holdings returned 5.5% a year over the last 3 years, against 20.4% for the S&P 500.

Meiji Yasuda Life Insurance Co holdings largest 50 of 231 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 Life Insurance Co 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
LQDIshares Tr	69.2%	71.2%	19,120,368	+0.0%	$2.1B
VCLTVanguard Long-Term Corporate Bond ETF	7.1%	7.2%	2,833,000	+0.0%	$213.2M
XLKSelect Sector Spdr Tr	1.8%	1.2%	288,666	+11.4%	$55.0M
NVDANvidia Corporation	1.4%	1.4%	209,312	-9.5%	$41.9M
AAPLApple Inc	1.2%	1.1%	122,367	-6.9%	$35.4M
GOOGLAlphabet Inc	1.1%	0.9%	89,580	-2.7%	$32.0M
IBDUIshares Tr	1.0%	0.9%	1,315,000	+11.5%	$30.5M
MSFTMicrosoft Corp	0.8%	0.8%	62,967	-3.9%	$23.5M
IBDSIshares Tr	0.7%	0.6%	866,000	+14.7%	$21.0M
AMZNAmazon Com Inc	0.7%	0.6%	83,300	-4.0%	$19.9M
AVGOBroadcom Inc	0.5%	0.5%	41,975	-3.0%	$15.9M
XLFSelect Sector Spdr Tr	0.5%	0.5%	287,368	+1.3%	$15.4M
XLISelect Sector Spdr Tr	0.5%	0.7%	75,641	-40.3%	$14.0M
MUMicron Technology Inc	0.5%	0.2%	12,092	-7.7%	$14.0M
METAMeta Platforms Inc	0.4%	0.4%	20,007	-4.1%	$11.3M
JPMJpmorgan Chase & Co	0.3%	0.3%	29,517	-2.9%	$9.7M
TSLATesla Inc	0.3%	0.3%	21,433	-1.4%	$9.0M
LLYEli Lilly & Co	0.3%	0.2%	7,224	-1.0%	$8.7M
VVisa Inc	0.2%	0.2%	20,067	-4.0%	$6.9M
LRCXLam Research Corp	0.2%	0.1%	15,832	+11.9%	$6.9M
AMDAdvanced Micro Devices Inc	0.2%	—	11,290	—	$6.6M
JNJJohnson & Johnson	0.2%	0.2%	23,591	-8.9%	$6.0M
WMTWalmart Inc	0.2%	0.2%	52,431	-7.9%	$5.9M
CLOABlackrock ETF Trust II	0.2%	0.2%	98,000	+0.0%	$5.1M
ABBVAbbvie Inc	0.2%	0.2%	18,918	-14.7%	$4.8M
CCitigroup Inc	0.2%	0.1%	33,364	-9.3%	$4.7M
BRK-BBerkshire Hathaway Inc Del	0.1%	0.1%	8,317	-6.7%	$4.2M
HDHome Depot Inc	0.1%	0.1%	11,740	-0.4%	$4.1M
VRTVertiv Holdings Co	0.1%	0.1%	11,867	+7.1%	$4.0M
UNHUnitedhealth Group Inc	0.1%	—	9,529	—	$4.0M
PMPhilip Morris Intl Inc	0.1%	0.1%	21,882	+0.6%	$4.0M
WFCWells Fargo & Co	0.1%	0.1%	47,434	+0.7%	$3.9M
COSTCostco Wholesale Corporation	0.1%	0.1%	4,181	+0.0%	$3.9M
TJXTjx Cos Inc New	0.1%	0.2%	25,811	-6.6%	$3.9M
CMICummins Inc	0.1%	0.1%	5,359	-7.0%	$3.8M
KOCoca Cola Co	0.1%	0.1%	46,030	-1.8%	$3.7M
MRVLMarvell Technology Inc	0.1%	—	12,554	—	$3.7M
PGProcter & Gamble Co	0.1%	0.1%	25,193	-2.0%	$3.7M
CATCaterpillar Inc	0.1%	—	3,376	—	$3.6M
WELLWelltower Inc	0.1%	0.1%	15,694	+8.6%	$3.6M
PWRQuanta Svcs Inc	0.1%	0.1%	4,865	-3.3%	$3.5M
INTCIntel Corp	0.1%	—	23,960	—	$3.3M
PANWPalo Alto Networks Inc	0.1%	—	9,749	—	$3.3M
LINLinde PLC	0.1%	0.1%	6,369	-18.0%	$3.3M
GEVGe Vernova Inc	0.1%	0.1%	2,801	-10.7%	$3.3M
XOMExxon Mobil Corp	0.1%	0.2%	24,009	-9.4%	$3.3M
GOOGAlphabet Inc	0.1%	0.1%	9,012	-14.5%	$3.2M
GWWWw Grainger Inc	0.1%	—	2,303	—	$3.1M
NETCloudflare Inc	0.1%	—	12,645	—	$3.1M
ARMArm Holdings PLC	0.1%	—	8,669	—	$3.1M

What Meiji Yasuda Life Insurance Co bought and sold in Q2 2026, against Q1 2026.

New positions

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

Added to

IBDS Ishares Tr+14.7% shares
LRCX Lam Research Corp+11.9% shares
IBDU Ishares Tr+11.5% shares
XLK Select Sector Spdr Tr+11.4% shares
WELL Welltower Inc+8.6% shares
VRT Vertiv Holdings Co+7.1% shares

Reduced

XLI Select Sector Spdr Tr-40.3% shares
LIN Linde PLC-18.0% shares
ABBV Abbvie Inc-14.7% shares
GOOG Alphabet Inc-14.5% shares
GEV Ge Vernova Inc-10.7% shares
NVDA Nvidia Corporation-9.5% shares
XOM Exxon Mobil Corp-9.4% shares
C Citigroup Inc-9.3% shares

Left the top 50

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: -0.1% /yr; S&P 500 +20.1%
3 years: +5.5% /yr; S&P 500 +20.4%
5 years: -0.2% /yr; S&P 500 +11.6%

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
Q2 2026	$3.0B	231
Q1 2026	$2.9B	224
Q4 2025	$3.5B	221
Q3 2025	$3.5B	224
Q2 2025	$3.4B	225
Q1 2025	$5.0B	234
Q4 2024	$5.3B	238
Q3 2024	$5.4B	232
Q2 2024	$5.0B	242
Q1 2024	$4.7B	260
Q4 2023	$4.6B	262
Q3 2023	$3.8B	262

Questions about Meiji Yasuda Life Insurance Co's portfolio

What stocks does Meiji Yasuda Life Insurance Co own?

Meiji Yasuda Life Insurance Co's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 231 positions worth $3.0B. The largest are Ishares Tr (LQD) at 69.2%, Vanguard Long-Term Corporate Bond ETF (VCLT) at 7.1%, Select Sector Spdr Tr (XLK) at 1.8%, Nvidia Corporation (NVDA) at 1.4% and Apple Inc (AAPL) at 1.2%.

What did Meiji Yasuda Life Insurance Co buy last quarter?

In Q2 2026, Meiji Yasuda Life Insurance Co added Ishares Tr (IBDS) (+14.7% shares), Lam Research Corp (LRCX) (+11.9% shares) and Ishares Tr (IBDU) (+11.5% shares), compared with its Q1 2026 filing.

What did Meiji Yasuda Life Insurance Co sell last quarter?

In Q2 2026, Meiji Yasuda Life Insurance Co cut from its top 50 Netflix Inc. (NFLX), cut from its top 50 Palantir Technologies Inc (PLTR), cut from its top 50 Nextera Energy Inc (NEE), cut from its top 50 Blackrock Inc (BLK), cut from its top 50 Booking Holdings Inc (BKNG), Select Sector Spdr Tr (XLI) (-40.3% shares), Linde PLC (LIN) (-18.0% shares) and Abbvie Inc (ABBV) (-14.7% shares), compared with its Q1 2026 filing.

How has Meiji Yasuda Life Insurance Co's portfolio performed?

A portfolio copying Meiji Yasuda Life Insurance Co's 20 largest 13F holdings each quarter, from the day each filing was public, returned +5.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -0.1% against +20.1%. Over 5 years: -0.2% a year against +11.6%.

When is Meiji Yasuda Life Insurance Co's next 13F filing due?

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