Filed: 2/12/2026ACC: 0001172661-26-000645
📋 What this filing means
MEIJI YASUDA AMERICA INC filed this quarterly 13F‑HR report disclosing 56 equity positions with a total reported market value of $435.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$435.55M
Total AUM (reported)
2.03M
Total Shares
Allocation by class
COM$367.32M84.3%
CAP STK CL C$27.62M6.3%
CL A$18.30M4.2%
COM NEW$13.66M3.1%
COM CL A$8.66M2.0%
Portfolio Concentration
Top 3$101.83M23.4%
4–10$118.99M27.3%
11–25$103.99M23.9%
Rest$110.74M25.4%
Top 3 weight
23.4%
Top 10 weight
50.7%
Voting Authority Distribution
Total shares with voting rights: 2.03M
Sole
Full voting authority
2.03M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole56
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings56
Rows:
NVIDIA CORPORATION
SOLEShares210.06K
TypeSH
Market value$39.18M
8.99%
Sole
210.06K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares69.11K
TypeSH
Market value$33.42M
7.67%
Sole
69.11K
Shared
0.00
None
0.00
APPLE INC
SOLEShares107.51K
TypeSH
Market value$29.23M
6.71%
Sole
107.51K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares88.01K
TypeSH
Market value$27.62M
6.34%
Sole
88.01K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares92.17K
TypeSH
Market value$21.27M
4.88%
Sole
92.17K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares49.41K
TypeSH
Market value$17.10M
3.93%
Sole
49.41K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares25.53K
TypeSH
Market value$16.85M
3.87%
Sole
25.53K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares45.94K
TypeSH
Market value$14.80M
3.40%
Sole
45.94K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares10.77K
TypeSH
Market value$11.57M
2.66%
Sole
10.77K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares11.12K
TypeSH
Market value$9.77M
2.24%
Sole
11.12K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares31.13K
TypeSH
Market value$9.59M
2.20%
Sole
31.13K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares23.69K
TypeSH
Market value$8.76M
2.01%
Sole
23.69K
Shared
0.00
None
0.00
VISA INC
SOLEShares24.69K
TypeSH
Market value$8.66M
1.99%
Sole
24.69K
Shared
0.00
None
0.00
WALMART INC
SOLEShares77.12K
TypeSH
Market value$8.59M
1.97%
Sole
77.12K
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares82K
TypeSH
Market value$7.68M
1.76%
Sole
82K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares12.45K
TypeSH
Market value$7.13M
1.64%
Sole
12.45K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares43.43K
TypeSH
Market value$6.97M
1.60%
Sole
43.43K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares34.46K
TypeSH
Market value$6.35M
1.46%
Sole
34.46K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares89.22K
TypeSH
Market value$6.24M
1.43%
Sole
89.22K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares21.49K
TypeSH
Market value$6.13M
1.41%
Sole
21.49K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares38.55K
TypeSH
Market value$5.91M
1.36%
Sole
38.55K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares70.18K
TypeSH
Market value$5.63M
1.29%
Sole
70.18K
Shared
0.00
None
0.00
WELLTOWER INC
SOLEShares29.99K
TypeSH
Market value$5.57M
1.28%
Sole
29.99K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares67.83K
TypeSH
Market value$5.54M
1.27%
Sole
67.83K
Shared
0.00
None
0.00
TESLA INC
SOLEShares11.68K
TypeSH
Market value$5.25M
1.21%
Sole
11.68K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 210.06K | SH | $39.18M 8.99% | 210.06K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 69.11K | SH | $33.42M 7.67% | 69.11K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 107.51K | SH | $29.23M 6.71% | 107.51K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 88.01K | SH | $27.62M 6.34% | 88.01K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 92.17K | SH | $21.27M 4.88% | 92.17K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 49.41K | SH | $17.10M 3.93% | 49.41K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 25.53K | SH | $16.85M 3.87% | 25.53K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 45.94K | SH | $14.80M 3.40% | 45.94K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 10.77K | SH | $11.57M 2.66% | 10.77K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 11.12K | SH | $9.77M 2.24% | 11.12K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 31.13K | SH | $9.59M 2.20% | 31.13K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 23.69K | SH | $8.76M 2.01% | 23.69K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 24.69K | SH | $8.66M 1.99% | 24.69K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 77.12K | SH | $8.59M 1.97% | 77.12K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 82K | SH | $7.68M 1.76% | 82K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 12.45K | SH | $7.13M 1.64% | 12.45K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 43.43K | SH | $6.97M 1.60% | 43.43K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 34.46K | SH | $6.35M 1.46% | 34.46K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 89.22K | SH | $6.24M 1.43% | 89.22K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 21.49K | SH | $6.13M 1.41% | 21.49K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 38.55K | SH | $5.91M 1.36% | 38.55K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 70.18K | SH | $5.63M 1.29% | 70.18K | 0.00 | 0.00 |
WELLTOWER INCSOLE | COM | 29.99K | SH | $5.57M 1.28% | 29.99K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 67.83K | SH | $5.54M 1.27% | 67.83K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 11.68K | SH | $5.25M 1.21% | 11.68K | 0.00 | 0.00 |
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