Filed: 5/12/2026ACC: 0001172661-26-001674
📋 What this filing means
MEIJI YASUDA AMERICA INC filed this quarterly 13F‑HR report disclosing 57 equity positions with a total reported market value of $404.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$404.44M
Total AUM (reported)
1.97M
Total Shares
Allocation by class
COM$350.17M86.6%
CAP STK CL C$24.90M6.2%
CL A$13.29M3.3%
COM NEW$8.71M2.2%
COM CL A$7.36M1.8%
Portfolio Concentration
Top 3$88.29M21.8%
4–10$105.86M26.2%
11–25$103.26M25.5%
Rest$107.03M26.5%
Top 3 weight
21.8%
Top 10 weight
48.0%
Voting Authority Distribution
Total shares with voting rights: 1.97M
Sole
Full voting authority
1.97M
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)
Sole57
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings57
Rows:
NVIDIA CORPORATION
SOLEShares207.21K
TypeSH
Market value$36.14M
8.94%
Sole
207.21K
Shared
0.00
None
0.00
APPLE INC
SOLEShares106.05K
TypeSH
Market value$26.91M
6.65%
Sole
106.05K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares68.17K
TypeSH
Market value$25.24M
6.24%
Sole
68.17K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares86.81K
TypeSH
Market value$24.90M
6.16%
Sole
86.81K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares90.92K
TypeSH
Market value$18.94M
4.68%
Sole
90.92K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares48.74K
TypeSH
Market value$15.09M
3.73%
Sole
48.74K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares45.31K
TypeSH
Market value$13.33M
3.30%
Sole
45.31K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares20.89K
TypeSH
Market value$11.95M
2.95%
Sole
20.89K
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares86.90K
TypeSH
Market value$11.47M
2.84%
Sole
86.90K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares11.07K
TypeSH
Market value$10.18M
2.52%
Sole
11.07K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares10.97K
TypeSH
Market value$9.28M
2.29%
Sole
10.97K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares30.71K
TypeSH
Market value$8.71M
2.15%
Sole
30.71K
Shared
0.00
None
0.00
WALMART INC
SOLEShares62.81K
TypeSH
Market value$7.81M
1.93%
Sole
62.81K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares10.54K
TypeSH
Market value$7.47M
1.85%
Sole
10.54K
Shared
0.00
None
0.00
VISA INC
SOLEShares24.35K
TypeSH
Market value$7.36M
1.82%
Sole
24.35K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares21.20K
TypeSH
Market value$7.16M
1.77%
Sole
21.20K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares42.84K
TypeSH
Market value$7.08M
1.75%
Sole
42.84K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares23.37K
TypeSH
Market value$7.07M
1.75%
Sole
23.37K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares88.01K
TypeSH
Market value$6.69M
1.65%
Sole
88.01K
Shared
0.00
None
0.00
WELLTOWER INC
SOLEShares33.76K
TypeSH
Market value$6.67M
1.65%
Sole
33.76K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares64.90K
TypeSH
Market value$6.03M
1.49%
Sole
64.90K
Shared
0.00
None
0.00
ROYAL CARIBBEAN GROUP
SOLEShares21.40K
TypeSH
Market value$5.89M
1.46%
Sole
21.40K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares33.99K
TypeSH
Market value$5.45M
1.35%
Sole
33.99K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares23.19K
TypeSH
Market value$5.33M
1.32%
Sole
23.19K
Shared
0.00
None
0.00
CHUBB LTD SWITZ
SOLEShares16.12K
TypeSH
Market value$5.25M
1.30%
Sole
16.12K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 207.21K | SH | $36.14M 8.94% | 207.21K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 106.05K | SH | $26.91M 6.65% | 106.05K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 68.17K | SH | $25.24M 6.24% | 68.17K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 86.81K | SH | $24.90M 6.16% | 86.81K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 90.92K | SH | $18.94M 4.68% | 90.92K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 48.74K | SH | $15.09M 3.73% | 48.74K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 45.31K | SH | $13.33M 3.30% | 45.31K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 20.89K | SH | $11.95M 2.95% | 20.89K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 86.90K | SH | $11.47M 2.84% | 86.90K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 11.07K | SH | $10.18M 2.52% | 11.07K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 10.97K | SH | $9.28M 2.29% | 10.97K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 30.71K | SH | $8.71M 2.15% | 30.71K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 62.81K | SH | $7.81M 1.93% | 62.81K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 10.54K | SH | $7.47M 1.85% | 10.54K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 24.35K | SH | $7.36M 1.82% | 24.35K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 21.20K | SH | $7.16M 1.77% | 21.20K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 42.84K | SH | $7.08M 1.75% | 42.84K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 23.37K | SH | $7.07M 1.75% | 23.37K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 88.01K | SH | $6.69M 1.65% | 88.01K | 0.00 | 0.00 |
WELLTOWER INCSOLE | COM | 33.76K | SH | $6.67M 1.65% | 33.76K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 64.90K | SH | $6.03M 1.49% | 64.90K | 0.00 | 0.00 |
ROYAL CARIBBEAN GROUPSOLE | COM | 21.40K | SH | $5.89M 1.46% | 21.40K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 33.99K | SH | $5.45M 1.35% | 33.99K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 23.19K | SH | $5.33M 1.32% | 23.19K | 0.00 | 0.00 |
CHUBB LTD SWITZSOLE | COM | 16.12K | SH | $5.25M 1.30% | 16.12K | 0.00 | 0.00 |
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