Meiji Yasuda America Inc
Net buyer this quarter
$598M
57
+$126M
49.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $53.4M | 8.94% | 0.00% | +28.8% | Q4 2025 |
 AAPL | $39.5M | 6.62% | 0.00% | +28.8% | Q4 2025 |
 GOOG | $39.2M | 6.56% | Not reported | +27.8% | Q4 2025 |
 MSFT | $32.8M | 5.48% | 0.00% | +28.8% | Q4 2025 |
 MU | $28.9M | 4.84% | 0.00% | +18.1% | Q4 2025 |
 AMZN | $26.4M | 4.41% | 0.00% | +21.7% | Q4 2025 |
 AVGO | $23.7M | 3.97% | 0.00% | +28.8% | Q4 2025 |
 LLY | $18.3M | 3.06% | 0.00% | +37.9% | Q4 2025 |
 JPM | $17.3M | 2.90% | 0.00% | +16.9% | Q4 2025 |
 META | $15M | 2.52% | Not reported | +27.8% | Q4 2025 |
 PANW | $14.9M | 2.50% | 0.01% | +28.8% | Q4 2025 |
 GE | $14.5M | 2.43% | 0.00% | +26.6% | Q4 2025 |
 CAT | $14.2M | 2.38% | 0.00% | +26.6% | Q4 2025 |
 GS | $12.7M | 2.13% | 0.00% | +14.6% | Q4 2025 |
 AMD | $12.1M | 2.03% | 0.00% | +28.8% | Q4 2025 |
 COP | $11.4M | 1.91% | 0.01% | +26.4% | Q4 2025 |
 V | $10.2M | 1.71% | 0.00% | +22.4% | Q4 2025 |
 AMAT | $10.2M | 1.71% | 0.00% | +28.8% | Q4 2025 |
 AXP | $9.67M | 1.62% | 0.00% | +22.4% | Q4 2025 |
 PM | $9.01M | 1.51% | 0.00% | +16.2% | Q4 2025 |
 WELL | $8.77M | 1.47% | 0.01% | +14.5% | Q4 2025 |
 KO | $8.31M | 1.39% | 0.00% | +16.2% | Q4 2025 |
 WMT | $8.27M | 1.38% | 0.00% | +16.2% | Q4 2025 |
 RCL | $8.27M | 1.38% | 0.01% | +21.7% | Q4 2025 |
 CTVA | $6.78M | 1.13% | 0.01% | +42.4% | Q4 2025 |
 CB | $6.72M | 1.12% | 0.01% | +22.4% | Q4 2025 |
 NEE | $6.72M | 1.12% | 0.00% | +17.9% | Q4 2025 |
 WM | $6.55M | 1.10% | 0.01% | +26.6% | Q4 2025 |
 RTX | $6.15M | 1.03% | 0.00% | +26.6% | Q1 2026 |
 UBER | $6.11M | 1.02% | 0.00% | +26.6% | Q4 2025 |
 WMB | $6.11M | 1.02% | 0.01% | +26.4% | Q4 2025 |
 TSLA | $5.9M | 0.99% | 0.00% | +21.7% | Q4 2025 |
 TJX | $5.86M | 0.98% | 0.00% | +78.6% | Q4 2025 |
 HD | $5.44M | 0.91% | 0.00% | +21.7% | Q4 2025 |
 AEP | $5.35M | 0.90% | 0.01% | +17.9% | Q4 2025 |
 GILD | $5.31M | 0.89% | 0.00% | +37.9% | Q4 2025 |
 PGR | $5.19M | 0.87% | 0.00% | +22.4% | Q4 2025 |
 ORLY | $4.91M | 0.82% | 0.01% | +21.7% | Q4 2025 |
 SHW | $4.89M | 0.82% | 0.01% | +42.4% | Q4 2025 |
 NOW | $4.86M | 0.81% | 0.00% | +28.8% | Q4 2025 |
 SPGI | $4.85M | 0.81% | 0.00% | +22.3% | Q4 2025 |
 AMGN | $4.83M | 0.81% | 0.00% | +37.9% | Q4 2025 |
 GEV | $4.74M | 0.79% | 0.00% | +26.6% | Q4 2025 |
 SYK | $4.37M | 0.73% | 0.00% | +37.9% | Q4 2025 |
 DE | $4.26M | 0.71% | 0.00% | +26.6% | Q1 2026 |
 ICE | $4.11M | 0.69% | 0.01% | +65.9% | Q4 2025 |
 UNH | $3.45M | 0.58% | 0.00% | +37.9% | Q4 2025 |
 LITE | $3.27M | 0.55% | 0.00% | New | Q2 2026 |
 TMO | $3.19M | 0.53% | 0.00% | +37.9% | Q4 2025 |
 DIS | $2.99M | 0.50% | 0.00% | +27.8% | Q4 2025 |
| Q1 2026 | |||||
| NVDA | $36.1M | 8.94% | 0.00% | -1.4% | Q4 2025 |
| AAPL | $26.9M | 6.65% | 0.00% | -1.4% | Q4 2025 |
| MSFT | $25.2M | 6.24% | 0.00% | -1.4% | Q4 2025 |
| GOOG | $24.9M | 6.16% | Not reported | -1.4% | Q4 2025 |
| AMZN | $18.9M | 4.68% | 0.00% | -1.4% | Q4 2025 |
| AVGO | $15.1M | 3.73% | 0.00% | -1.4% | Q4 2025 |
| JPM | $13.3M | 3.30% | 0.00% | -1.4% | Q4 2025 |
| META | $11.9M | 2.95% | Not reported | -18.2% | Q4 2025 |
| COP | $11.5M | 2.84% | 0.01% | +6.0% | Q4 2025 |
| LLY | $10.2M | 2.52% | 0.00% | +2.8% | Q4 2025 |
| GS | $9.28M | 2.29% | 0.00% | -1.4% | Q4 2025 |
| GE | $8.71M | 2.15% | 0.00% | -1.4% | Q4 2025 |
| WMT | $7.81M | 1.93% | 0.00% | -18.6% | Q4 2025 |
| CAT | $7.47M | 1.85% | 0.00% | -15.3% | Q4 2025 |
| V | $7.36M | 1.82% | 0.00% | -1.4% | Q4 2025 |
| MU | $7.16M | 1.77% | 0.00% | -1.4% | Q4 2025 |
| PM | $7.08M | 1.75% | 0.00% | -1.4% | Q4 2025 |
| AXP | $7.07M | 1.75% | 0.00% | -1.4% | Q4 2025 |
| KO | $6.69M | 1.65% | 0.00% | -1.4% | Q4 2025 |
| WELL | $6.67M | 1.65% | 0.00% | +12.5% | Q4 2025 |
| NEE | $6.03M | 1.49% | 0.00% | -7.5% | Q4 2025 |
| RCL | $5.89M | 1.46% | 0.01% | +24.6% | Q4 2025 |
| PANW | $5.45M | 1.35% | 0.00% | -1.4% | Q4 2025 |
| WM | $5.33M | 1.32% | 0.01% | -1.4% | Q4 2025 |
| CB | $5.25M | 1.30% | 0.00% | -1.4% | Q4 2025 |
| RTX | $4.94M | 1.22% | 0.00% | New | Q1 2026 |
| UBER | $4.81M | 1.19% | 0.00% | -1.4% | Q4 2025 |
| WMB | $4.73M | 1.17% | 0.01% | -1.4% | Q4 2025 |
| CTVA | $4.71M | 1.16% | 0.01% | -1.4% | Q4 2025 |
| AEP | $4.35M | 1.07% | 0.01% | -9.7% | Q4 2025 |
| TSLA | $4.28M | 1.06% | 0.00% | -1.4% | Q4 2025 |
| GILD | $4.24M | 1.05% | 0.00% | +22.1% | Q4 2025 |
| HD | $4.17M | 1.03% | 0.00% | -1.4% | Q4 2025 |
| SPGI | $4.14M | 1.02% | 0.00% | -1.4% | Q4 2025 |
| ORLY | $4.04M | 1.00% | 0.01% | -1.4% | Q4 2025 |
| NOW | $3.98M | 0.98% | 0.00% | -1.4% | Q4 2025 |
| PGR | $3.85M | 0.95% | 0.00% | -1.4% | Q4 2025 |
| AMAT | $3.75M | 0.93% | 0.00% | -1.4% | Q4 2025 |
| TJX | $3.46M | 0.86% | 0.00% | -1.4% | Q4 2025 |
| AMGN | $3.41M | 0.84% | 0.00% | -1.4% | Q4 2025 |
| SYK | $3.31M | 0.82% | 0.00% | -1.4% | Q4 2025 |
| AMD | $3.3M | 0.81% | 0.00% | -1.4% | Q4 2025 |
 INTU | $3.25M | 0.80% | 0.00% | -1.4% | Q4 2025 |
| SHW | $3.2M | 0.79% | 0.00% | -1.4% | Q4 2025 |
| ICE | $3.16M | 0.78% | 0.00% | -1.4% | Q4 2025 |
 BSX | $3.06M | 0.76% | 0.00% | -1.4% | Q4 2025 |
| DE | $2.99M | 0.74% | 0.00% | New | Q1 2026 |
| GEV | $2.78M | 0.69% | 0.00% | -51.3% | Q4 2025 |
 NFLX | $2.74M | 0.68% | 0.00% | +80.0% | Q4 2025 |
 PODD | $2.65M | 0.66% | 0.02% | -1.4% | Q4 2025 |
| Q4 2025 | |||||
| NVDA | $39.2M | 8.99% | 0.00% | New | Q4 2025 |
| MSFT | $33.4M | 7.67% | 0.00% | New | Q4 2025 |
| AAPL | $29.2M | 6.71% | 0.00% | New | Q4 2025 |
| GOOG | $27.6M | 6.34% | Not reported | New | Q4 2025 |
| AMZN | $21.3M | 4.88% | 0.00% | New | Q4 2025 |
| AVGO | $17.1M | 3.93% | 0.00% | New | Q4 2025 |
| META | $16.9M | 3.87% | Not reported | New | Q4 2025 |
| JPM | $14.8M | 3.40% | 0.00% | New | Q4 2025 |
| LLY | $11.6M | 2.66% | 0.00% | New | Q4 2025 |
| GS | $9.77M | 2.24% | 0.00% | New | Q4 2025 |
| GE | $9.59M | 2.20% | 0.00% | New | Q4 2025 |
| AXP | $8.76M | 2.01% | 0.00% | New | Q4 2025 |
| V | $8.66M | 1.99% | 0.00% | New | Q4 2025 |
| WMT | $8.59M | 1.97% | 0.00% | New | Q4 2025 |
| COP | $7.68M | 1.76% | 0.01% | New | Q4 2025 |
| CAT | $7.13M | 1.64% | 0.00% | New | Q4 2025 |
| PM | $6.97M | 1.60% | 0.00% | New | Q4 2025 |
| PANW | $6.35M | 1.46% | 0.00% | New | Q4 2025 |
| KO | $6.24M | 1.43% | 0.00% | New | Q4 2025 |
| MU | $6.13M | 1.41% | 0.00% | New | Q4 2025 |
| NOW | $5.91M | 1.36% | 0.00% | New | Q4 2025 |
| NEE | $5.63M | 1.29% | 0.00% | New | Q4 2025 |
| WELL | $5.57M | 1.28% | 0.00% | New | Q4 2025 |
| UBER | $5.54M | 1.27% | 0.00% | New | Q4 2025 |
| TSLA | $5.25M | 1.21% | 0.00% | New | Q4 2025 |
| WM | $5.17M | 1.19% | 0.01% | New | Q4 2025 |
| SPGI | $5.15M | 1.18% | 0.00% | New | Q4 2025 |
| CB | $5.1M | 1.17% | 0.00% | New | Q4 2025 |
| INTU | $5.04M | 1.16% | 0.00% | New | Q4 2025 |
| RCL | $4.79M | 1.10% | 0.01% | New | Q4 2025 |
| BSX | $4.71M | 1.08% | 0.00% | New | Q4 2025 |
| PGR | $4.49M | 1.03% | 0.00% | New | Q4 2025 |
| HD | $4.42M | 1.02% | 0.00% | New | Q4 2025 |
| GEV | $4.28M | 0.98% | 0.00% | New | Q4 2025 |
| AEP | $4.23M | 0.97% | 0.01% | New | Q4 2025 |
 DAL | $4.07M | 0.93% | 0.01% | New | Q4 2025 |
| ORLY | $4.05M | 0.93% | 0.01% | New | Q4 2025 |
| WMB | $3.96M | 0.91% | 0.01% | New | Q4 2025 |
| CTVA | $3.82M | 0.88% | 0.01% | New | Q4 2025 |
| PODD | $3.64M | 0.84% | 0.02% | New | Q4 2025 |
| SYK | $3.59M | 0.82% | 0.00% | New | Q4 2025 |
| AMD | $3.52M | 0.81% | 0.00% | New | Q4 2025 |
| TJX | $3.37M | 0.77% | 0.00% | New | Q4 2025 |
| ICE | $3.3M | 0.76% | 0.00% | New | Q4 2025 |
| SHW | $3.28M | 0.75% | 0.00% | New | Q4 2025 |
| AMGN | $3.21M | 0.74% | 0.00% | New | Q4 2025 |
| GILD | $3.06M | 0.70% | 0.00% | New | Q4 2025 |
| AMAT | $2.86M | 0.66% | 0.00% | New | Q4 2025 |
 DLR | $2.85M | 0.65% | 0.01% | New | Q4 2025 |
| DIS | $2.8M | 0.64% | 0.00% | New | Q4 2025 |