Meiji Yasuda Asset Management Co Ltd.

13F filer · CIK 0001491685

Reported Aug 13, 2026

Net buyer this quarter

13F portfolio value$2.22BU.S. long equity reported on 13F

Positions59562 new · 16 closed

Net flow last quarter+$3.92MBuys minus sells

Top 10 positions weight20.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 2026595 positions
NVDANvidia Corp	$88.5M	3.98%	0.00%	-9.9%	Q1 2015
AAPLApple Inc.	$75.8M	3.41%	0.00%	-5.7%	Q2 2013
GOOGLAlphabet Inc.	$64.2M	2.89%	0.00%	-1.3%	Q4 2015
MSFTMicrosoft Corp	$56.8M	2.56%	0.00%	-0.6%	Q2 2013
AMZNAmazon Com Inc	$44.2M	1.99%	0.00%	+0.2%	Q2 2013
AVGOBroadcom Inc.	$35.1M	1.58%	0.00%	-6.1%	Q1 2016
VZVerizon Communications Inc	$26M	1.17%	0.01%	+8.1%	Q2 2013
JNJJohnson & Johnson	$25.2M	1.13%	0.00%	-1.1%	Q2 2013
MUMicron Technology Inc	$24.6M	1.11%	0.00%	+29.7%	Q4 2013
METAMeta Platforms, Inc.	$24.6M	1.11%	Not reported	-0.4%	Q2 2013
JPMJPMorgan Chase & Co	$24.3M	1.09%	0.00%	-2.0%	Q2 2013
XOMExxonMobil Holdings Corp	$24.1M	1.08%	0.00%	+1.5%	Q2 2013
ABBVAbbVie Inc.	$23.9M	1.07%	0.01%	-28.1%	Q2 2013
PGPROCTER & GAMBLE Co	$23.2M	1.05%	0.01%	+8.6%	Q2 2013
KOCoca Cola Co	$22.1M	0.99%	0.01%	0.0%	Q2 2013
VVisa Inc.	$22M	0.99%	0.00%	+0.6%	Q2 2013
TSLATesla, Inc.	$20.1M	0.91%	0.00%	+2.4%	Q2 2015
NEENextera Energy Inc	$19.5M	0.88%	0.01%	+15.9%	Q2 2013
RHIRobert Half Inc.	$19.3M	0.87%	0.62%	-9.4%	Q3 2013
EIXEdison International	$19.1M	0.86%	0.07%	+7.7%	Q2 2013
LLYELI LILLY & Co	$17.9M	0.80%	0.00%	-2.2%	Q2 2013
ORealty Income Corp	$17.2M	0.77%	0.03%	-0.7%	Q2 2013
TXNTexas Instruments Inc	$16.1M	0.73%	0.01%	-9.2%	Q2 2013
WMTWalmart Inc.	$15.8M	0.71%	0.00%	-14.5%	Q2 2013
BBYBest Buy Co Inc	$15.6M	0.70%	0.10%	-0.5%	Q2 2016
AMCRAmcor plc	$15.6M	0.70%	0.08%	-0.2%	Q3 2019
BENFranklin Resources Inc	$15.5M	0.70%	0.09%	-10.4%	Q2 2013
HDHome Depot, Inc.	$15.4M	0.69%	0.00%	-1.3%	Q2 2013
CSCOCisco Systems, Inc.	$15.1M	0.68%	0.00%	+30.7%	Q2 2013
TGTTarget Corp	$14.2M	0.64%	0.02%	-4.8%	Q2 2013
KMBKimberly Clark Corp	$14.2M	0.64%	0.04%	+2.2%	Q2 2013
PEPPepsico Inc	$14.1M	0.64%	0.01%	-9.8%	Q2 2013
UNHUnitedhealth Group Inc	$13.8M	0.62%	0.00%	+14.7%	Q2 2013
GWWW.W. Grainger, Inc.	$13.6M	0.61%	0.02%	+28.2%	Q2 2013
GOOGAlphabet Inc.	$13.6M	0.61%	Not reported	+0.7%	Q4 2015
SONSonoco Products Co	$13.4M	0.60%	0.24%	-1.7%	Q1 2022
CMICummins Inc	$13.2M	0.60%	0.01%	-21.3%	Q2 2013
HRLHormel Foods Corp	$13.1M	0.59%	Not reported	+8.2%	Q4 2014
FRTFederal Realty Investment Trust	$12.7M	0.57%	0.12%	-1.4%	Q2 2013
TROWPrice T Rowe Group Inc	$12.4M	0.56%	0.05%	-6.0%	Q2 2013
SJMJ M SMUCKER Co	$12.2M	0.55%	0.10%	+3.9%	Q2 2016
MDTMedtronic plc	$12M	0.54%	0.01%	+20.1%	Q2 2013
TJXTJX Companies Inc	$11.8M	0.53%	0.01%	+1.4%	Q2 2013
ESEversource Energy	$11.6M	0.52%	0.04%	+6.9%	Q2 2016
SWKStanley Black & Decker, Inc.	$11.5M	0.52%	0.08%	-4.2%	Q4 2015
CLXClorox Co	$11.1M	0.50%	0.10%	+7.2%	Q4 2013
ADMArcher-Daniels-Midland Co	$11M	0.49%	0.03%	+6.9%	Q1 2014
EDConsolidated Edison Inc	$10.9M	0.49%	0.03%	+6.8%	Q2 2013
CCitigroup Inc	$10.8M	0.49%	0.00%	-3.6%	Q2 2013
PMPhilip Morris International Inc.	$10.7M	0.48%	0.00%	+28.8%	Q2 2013

Q1 2026Reported May 14, 2026547 positions
NVDANvidia Corp	$85.6M	4.27%	0.00%	-4.3%	Q1 2015
AAPLApple Inc.	$70.4M	3.52%	0.00%	-5.5%	Q2 2013
MSFTMicrosoft Corp	$56.7M	2.83%	0.00%	-6.5%	Q2 2013
GOOGLAlphabet Inc.	$52.4M	2.61%	0.00%	-3.0%	Q4 2015
AMZNAmazon Com Inc	$38.6M	1.93%	0.00%	-7.1%	Q2 2013
AVGOBroadcom Inc.	$30.6M	1.53%	0.00%	+3.9%	Q1 2016
XOMExxonMobil Holdings Corp	$29.4M	1.47%	0.00%	-7.3%	Q2 2013
ABBVAbbVie Inc.	$28.7M	1.43%	0.01%	-20.9%	Q2 2013
VZVerizon Communications Inc	$28.5M	1.42%	0.01%	-13.9%	Q2 2013
METAMeta Platforms, Inc.	$25.1M	1.25%	Not reported	-6.3%	Q2 2013
JNJJohnson & Johnson	$24.5M	1.23%	0.00%	-8.9%	Q2 2013
JPMJPMorgan Chase & Co	$22.3M	1.11%	0.00%	-3.2%	Q2 2013
PGPROCTER & GAMBLE Co	$21.1M	1.05%	0.01%	+3.0%	Q2 2013
KOCoca Cola Co	$20.7M	1.03%	0.01%	+2.6%	Q2 2013
WMTWalmart Inc.	$20.3M	1.01%	0.00%	-8.0%	Q2 2013
VVisa Inc.	$19.3M	0.96%	0.00%	+3.1%	Q2 2013
PEPPepsico Inc	$18M	0.90%	0.01%	-9.0%	Q2 2013
NEENextera Energy Inc	$17.8M	0.89%	0.01%	-6.2%	Q2 2013
RHIRobert Half Inc.	$17.7M	0.88%	0.68%	+406.4%	Q3 2013
EIXEdison International	$17.5M	0.87%	0.06%	+31.8%	Q2 2013
TSLATesla, Inc.	$17.4M	0.87%	0.00%	-1.5%	Q2 2015
ORealty Income Corp	$17.1M	0.85%	0.03%	-4.8%	Q2 2013
HDHome Depot, Inc.	$14.6M	0.73%	0.00%	+7.5%	Q2 2013
AMCRAmcor plc	$14.3M	0.71%	0.08%	+29.0%	Q3 2019
LLYELI LILLY & Co	$14M	0.70%	0.00%	-1.5%	Q2 2013
TGTTarget Corp	$13.8M	0.69%	0.03%	+68.1%	Q2 2013
BBYBest Buy Co Inc	$13.3M	0.66%	0.10%	+45.3%	Q2 2016
SONSonoco Products Co	$13.1M	0.65%	0.24%	+21.1%	Q1 2022
CMICummins Inc	$12.7M	0.63%	0.02%	+64.3%	Q2 2013
TJXTJX Companies Inc	$12.3M	0.61%	0.01%	+2.5%	Q2 2013
BENFranklin Resources Inc	$12.3M	0.61%	0.10%	-39.4%	Q2 2013
KMBKimberly Clark Corp	$12.2M	0.61%	0.04%	+52.3%	Q2 2013
TXNTexas Instruments Inc	$11.6M	0.58%	0.01%	-9.1%	Q2 2013
CLXClorox Co	$11.2M	0.56%	0.09%	+118.0%	Q4 2013
MDTMedtronic plc	$11.1M	0.55%	0.01%	-0.6%	Q2 2013
HRLHormel Foods Corp	$11.1M	0.55%	Not reported	+50.2%	Q4 2014
FRTFederal Realty Investment Trust	$11.1M	0.55%	0.12%	+8.3%	Q2 2013
GOOGAlphabet Inc.	$10.9M	0.55%	Not reported	-2.2%	Q4 2015
USBUS Bancorp \de\	$10.6M	0.53%	0.01%	-7.2%	Q2 2013
TROWPrice T Rowe Group Inc	$10.4M	0.52%	0.05%	+17.7%	Q2 2013
BLKBlackRock, Inc.	$10.4M	0.52%	0.01%	-2.1%	Q2 2013
EDConsolidated Edison Inc	$10.4M	0.52%	0.03%	-15.0%	Q2 2013
ESEversource Energy	$10.4M	0.52%	0.04%	-32.9%	Q2 2016
SRSpire Inc	$10.3M	0.51%	0.19%	+25.3%	Q1 2024
SJMJ M SMUCKER Co	$10.1M	0.50%	0.10%	+15.1%	Q2 2016
ECLEcolab Inc.	$9.98M	0.50%	0.01%	+4.0%	Q2 2013
ADMArcher-Daniels-Midland Co	$9.76M	0.49%	0.03%	-27.3%	Q1 2014
PLTRPalantir Technologies Inc.	$9.58M	0.48%	0.00%	+22.1%	Q3 2021
CHRWC. H. Robinson Worldwide, Inc.	$9.54M	0.48%	0.05%	-37.1%	Q4 2014
CVXChevron Corp	$9.52M	0.48%	0.00%	-61.1%	Q2 2013

Q4 2025Reported Feb 6, 2026545 positions
NVDANvidia Corp	$95.7M	4.60%	0.00%	-6.4%	Q1 2015
AAPLApple Inc.	$79.9M	3.84%	0.00%	-5.6%	Q2 2013
MSFTMicrosoft Corp	$79.2M	3.81%	0.00%	-4.4%	Q2 2013
GOOGLAlphabet Inc.	$58.7M	2.82%	0.00%	-8.1%	Q4 2015
AMZNAmazon Com Inc	$46M	2.21%	0.00%	-3.5%	Q2 2013
ABBVAbbVie Inc.	$38.1M	1.83%	0.01%	-0.5%	Q2 2013
AVGOBroadcom Inc.	$32.9M	1.58%	0.00%	+1.6%	Q1 2016
METAMeta Platforms, Inc.	$30.9M	1.48%	Not reported	-5.0%	Q2 2013
VZVerizon Communications Inc	$26.8M	1.29%	0.02%	+7.1%	Q2 2013
JPMJPMorgan Chase & Co	$25.2M	1.21%	0.00%	-5.7%	Q2 2013
JNJJohnson & Johnson	$22.8M	1.10%	0.00%	-2.5%	Q2 2013
XOMExxonMobil Holdings Corp	$22.5M	1.08%	0.00%	-3.4%	Q2 2013
VVisa Inc.	$21.7M	1.04%	0.00%	-5.0%	Q2 2013
TSLATesla, Inc.	$21.3M	1.02%	0.00%	-3.9%	Q2 2015
BENFranklin Resources Inc	$20.5M	0.98%	0.16%	+2.2%	Q2 2013
PGPROCTER & GAMBLE Co	$20.3M	0.98%	0.01%	+5.9%	Q2 2013
WMTWalmart Inc.	$19.8M	0.95%	0.00%	-18.3%	Q2 2013
KOCoca Cola Co	$18.5M	0.89%	0.01%	-15.2%	Q2 2013
PEPPepsico Inc	$18.3M	0.88%	0.01%	+14.9%	Q2 2013
ABTAbbott Laboratories	$18.2M	0.87%	0.01%	-1.1%	Q2 2013
CVXChevron Corp	$18M	0.87%	0.01%	-1.3%	Q2 2013
LLYELI LILLY & Co	$16.6M	0.80%	0.00%	-2.3%	Q2 2013
ORealty Income Corp	$16.5M	0.80%	0.03%	+2.0%	Q2 2013
NEENextera Energy Inc	$16.4M	0.79%	0.01%	-15.3%	Q2 2013
UGIUgi Corp	$16.2M	0.78%	0.20%	-0.5%	Q2 2016
ESEversource Energy	$15.1M	0.72%	0.06%	-3.4%	Q2 2016
CHRWC. H. Robinson Worldwide, Inc.	$14.7M	0.71%	0.08%	+41.8%	Q4 2014
HDHome Depot, Inc.	$14.2M	0.68%	0.00%	-4.3%	Q2 2013
MDTMedtronic plc	$12.4M	0.60%	0.01%	-1.0%	Q2 2013
GOOGAlphabet Inc.	$12.2M	0.59%	Not reported	+1.4%	Q4 2015
BKNGBooking Holdings Inc.	$11.8M	0.57%	0.01%	-6.4%	Q1 2018
BLKBlackRock, Inc.	$11.8M	0.57%	0.01%	-5.0%	Q2 2013
AXPAmerican Express Co	$11.8M	0.57%	0.00%	-14.8%	Q2 2013
USBUS Bancorp \de\	$11.7M	0.56%	0.01%	-2.1%	Q2 2013
SWKStanley Black & Decker, Inc.	$11.7M	0.56%	0.10%	+7.2%	Q4 2015
AMCRAmcor plc	$11.6M	0.56%	0.06%	+0.1%	Q3 2019
TJXTJX Companies Inc	$11.5M	0.55%	0.01%	+57.3%	Q2 2013
TXNTexas Instruments Inc	$11.4M	0.55%	0.01%	+3.7%	Q2 2013
SPGIS&P Global Inc.	$11.3M	0.54%	0.01%	-6.7%	Q2 2016
EIXEdison International	$10.9M	0.52%	0.05%	-4.9%	Q2 2013
EDConsolidated Edison Inc	$10.7M	0.52%	0.03%	-1.6%	Q2 2013
NFGNational Fuel Gas Co	$10.7M	0.51%	0.14%	+11.9%	Q1 2025
ADMArcher-Daniels-Midland Co	$10.6M	0.51%	0.04%	-3.5%	Q1 2014
QCOMQualcomm Inc	$10.2M	0.49%	0.01%	-3.3%	Q2 2013
TROWPrice T Rowe Group Inc	$10.1M	0.48%	0.04%	-0.5%	Q2 2013
UNHUnitedhealth Group Inc	$9.78M	0.47%	0.00%	-6.2%	Q2 2013
MCHPMicrochip Technology Inc	$9.7M	0.47%	0.03%	-0.6%	Q2 2013
FRTFederal Realty Investment Trust	$9.69M	0.47%	0.11%	-15.8%	Q2 2013
CCitigroup Inc	$9.68M	0.47%	0.00%	-8.2%	Q2 2013
WTRGEssential Utilities, Inc.	$9.63M	0.46%	0.09%	-4.2%	Q1 2021

Q3 2025Reported Nov 13, 2025541 positions
NVDANvidia Corp	$102M	4.87%	0.00%	-3.9%	Q1 2015
MSFTMicrosoft Corp	$88.7M	4.22%	0.00%	-1.8%	Q2 2013
AAPLApple Inc.	$79.3M	3.77%	0.00%	-2.2%	Q2 2013
GOOGLAlphabet Inc.	$49.7M	2.36%	0.00%	-6.7%	Q4 2015
AMZNAmazon Com Inc	$45.4M	2.16%	0.00%	-1.0%	Q2 2013
ABBVAbbVie Inc.	$38.8M	1.85%	0.01%	-0.1%	Q2 2013
METAMeta Platforms, Inc.	$36.1M	1.72%	Not reported	-1.5%	Q2 2013
AVGOBroadcom Inc.	$30.9M	1.47%	0.00%	+6.2%	Q1 2016
VZVerizon Communications Inc	$27M	1.29%	0.01%	+2.1%	Q2 2013
JPMJPMorgan Chase & Co	$26.2M	1.25%	0.00%	-2.5%	Q2 2013
WMTWalmart Inc.	$22.4M	1.07%	0.00%	-3.7%	Q2 2013
VVisa Inc.	$22.2M	1.06%	0.00%	-0.2%	Q2 2013
TSLATesla, Inc.	$21.9M	1.04%	0.00%	-4.9%	Q2 2015
XOMExxonMobil Holdings Corp	$21.9M	1.04%	0.00%	-5.9%	Q2 2013
JNJJohnson & Johnson	$21M	1.00%	0.00%	+1.3%	Q2 2013
KOCoca Cola Co	$20.7M	0.99%	0.01%	+4.3%	Q2 2013
PGPROCTER & GAMBLE Co	$20.6M	0.98%	0.01%	+0.4%	Q2 2013
ABTAbbott Laboratories	$19.7M	0.94%	0.01%	+2.8%	Q2 2013
BENFranklin Resources Inc	$19.4M	0.92%	0.16%	-0.5%	Q2 2013
CVXChevron Corp	$18.6M	0.89%	0.01%	-5.6%	Q2 2013
NEENextera Energy Inc	$18.2M	0.87%	0.01%	-4.0%	Q2 2013
ORealty Income Corp	$17.5M	0.83%	0.03%	-9.0%	Q2 2013
HDHome Depot, Inc.	$17.5M	0.83%	0.00%	-1.0%	Q2 2013
ESEversource Energy	$16.5M	0.78%	0.06%	-2.1%	Q2 2016
PEPPepsico Inc	$15.6M	0.74%	0.01%	-4.1%	Q2 2013
UGIUgi Corp	$14.4M	0.69%	0.20%	+0.5%	Q2 2016
BLKBlackRock, Inc.	$13.6M	0.65%	0.01%	-1.2%	Q2 2013
BKNGBooking Holdings Inc.	$12.8M	0.61%	0.01%	-0.3%	Q1 2018
AXPAmerican Express Co	$12.5M	0.59%	0.01%	-1.9%	Q2 2013
MDTMedtronic plc	$12.4M	0.59%	0.01%	-1.9%	Q2 2013
BBYBest Buy Co Inc	$12.1M	0.58%	0.08%	+6.1%	Q2 2016
LLYELI LILLY & Co	$12.1M	0.58%	0.00%	-2.1%	Q2 2013
TXNTexas Instruments Inc	$11.6M	0.55%	0.01%	-0.6%	Q2 2013
FRTFederal Realty Investment Trust	$11.6M	0.55%	0.13%	+20.5%	Q2 2013
ADMArcher-Daniels-Midland Co	$11.4M	0.54%	0.04%	-2.3%	Q1 2014
NOWServiceNow, Inc.	$11.4M	0.54%	0.01%	+30.1%	Q1 2015
AMCRAmcor plc	$11.4M	0.54%	0.06%	-3.0%	Q3 2019
SPGIS&P Global Inc.	$11.3M	0.54%	0.01%	+0.5%	Q2 2016
EDConsolidated Edison Inc	$11.1M	0.53%	0.03%	-1.2%	Q2 2013
NFGNational Fuel Gas Co	$11M	0.52%	0.13%	-1.9%	Q1 2025
UNHUnitedhealth Group Inc	$10.9M	0.52%	0.00%	-1.2%	Q2 2013
SWKStanley Black & Decker, Inc.	$10.9M	0.52%	0.09%	-4.6%	Q4 2015
USBUS Bancorp \de\	$10.8M	0.52%	0.01%	-1.2%	Q2 2013
ETNEaton Corp plc	$10.7M	0.51%	0.01%	-4.1%	Q2 2013
EIXEdison International	$10.5M	0.50%	0.05%	+1.2%	Q2 2013
WTRGEssential Utilities, Inc.	$10.5M	0.50%	0.09%	+0.5%	Q1 2021
ECLEcolab Inc.	$10.4M	0.50%	0.01%	+2.0%	Q2 2013
RSGRepublic Services, Inc.	$10.3M	0.49%	0.01%	0.0%	Q2 2016
QCOMQualcomm Inc	$10.2M	0.49%	0.01%	+1.9%	Q2 2013
TROWPrice T Rowe Group Inc	$10.1M	0.48%	0.04%	-7.1%	Q2 2013

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