Filed: 5/9/2023ACC: 0000950123-23-004092
📋 What this filing means
MEIJI YASUDA ASSET MANAGEMENT CO LTD. filed this quarterly 13F‑HR report disclosing 589 equity positions with a total reported market value of $1.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
589
Positions
$1.93M
Total AUM (reported)
23.53M
Total Shares
Allocation by class
COM$1.61M83.7%
CL A$65.1K3.4%
SHS$47.4K2.5%
COM NEW$47.1K2.4%
CAP STK CL A$27.9K1.4%
CL B$18.9K1.0%
COM CL A$16.6K0.9%
Portfolio Concentration
Top 3$162.0K8.4%
4–10$170.9K8.9%
11–25$243.2K12.6%
Rest$1.35M70.1%
Top 3 weight
8.4%
Top 10 weight
17.3%
Voting Authority Distribution
Total shares with voting rights: 23.53M
Sole
Full voting authority
23.53M
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)
Sole0
Shared0
Other589
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings589
Rows:
APPLE INC
DFNDShares377.96K
TypeSH
Market value$62.3K
3.23%
Sole
377.96K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares208.17K
TypeSH
Market value$60.0K
3.11%
Sole
208.17K
Shared
0.00
None
0.00
PROLOGIS INC.
DFNDShares318.20K
TypeSH
Market value$39.7K
2.06%
Sole
318.20K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares269.20K
TypeSH
Market value$27.9K
1.45%
Sole
269.20K
Shared
0.00
None
0.00
ABBVIE INC
DFNDShares173.53K
TypeSH
Market value$27.7K
1.43%
Sole
173.53K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
DFNDShares182.11K
TypeSH
Market value$27.1K
1.40%
Sole
182.11K
Shared
0.00
None
0.00
PEPSICO INC
DFNDShares133.31K
TypeSH
Market value$24.3K
1.26%
Sole
133.31K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares218.02K
TypeSH
Market value$22.5K
1.17%
Sole
218.02K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares76.01K
TypeSH
Market value$21.1K
1.09%
Sole
76.01K
Shared
0.00
None
0.00
EQUINIX INC
DFNDShares28.10K
TypeSH
Market value$20.3K
1.05%
Sole
28.10K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
DFNDShares246.39K
TypeSH
Market value$19.0K
0.98%
Sole
246.39K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
DFNDShares136.58K
TypeSH
Market value$17.9K
0.93%
Sole
136.58K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
DFNDShares37.37K
TypeSH
Market value$17.7K
0.92%
Sole
37.37K
Shared
0.00
None
0.00
COCA COLA CO
DFNDShares274.08K
TypeSH
Market value$17.0K
0.88%
Sole
274.08K
Shared
0.00
None
0.00
ESSEX PPTY TR INC
DFNDShares80.63K
TypeSH
Market value$16.9K
0.87%
Sole
80.63K
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares153.43K
TypeSH
Market value$16.8K
0.87%
Sole
153.43K
Shared
0.00
None
0.00
WALGREENS BOOTS ALLIANCE INC
DFNDShares478.67K
TypeSH
Market value$16.6K
0.86%
Sole
478.67K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
DFNDShares104.27K
TypeSH
Market value$16.2K
0.84%
Sole
104.27K
Shared
0.00
None
0.00
WALMART INC
DFNDShares108.02K
TypeSH
Market value$15.9K
0.83%
Sole
108.02K
Shared
0.00
None
0.00
VISA INC
DFNDShares69.22K
TypeSH
Market value$15.6K
0.81%
Sole
69.22K
Shared
0.00
None
0.00
PUBLIC STORAGE
DFNDShares50.99K
TypeSH
Market value$15.4K
0.80%
Sole
50.99K
Shared
0.00
None
0.00
MCDONALDS CORP
DFNDShares54.10K
TypeSH
Market value$15.1K
0.78%
Sole
54.10K
Shared
0.00
None
0.00
FEDERAL RLTY INVT TR NEW
DFNDShares148.82K
TypeSH
Market value$14.7K
0.76%
Sole
148.82K
Shared
0.00
None
0.00
MEDTRONIC PLC
DFNDShares176.83K
TypeSH
Market value$14.3K
0.74%
Sole
176.83K
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares48.21K
TypeSH
Market value$14.2K
0.74%
Sole
48.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 377.96K | SH | $62.3K 3.23% | 377.96K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 208.17K | SH | $60.0K 3.11% | 208.17K | 0.00 | 0.00 |
PROLOGIS INC.DFND | COM | 318.20K | SH | $39.7K 2.06% | 318.20K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 269.20K | SH | $27.9K 1.45% | 269.20K | 0.00 | 0.00 |
ABBVIE INCDFND | COM | 173.53K | SH | $27.7K 1.43% | 173.53K | 0.00 | 0.00 |
PROCTER AND GAMBLE CODFND | COM | 182.11K | SH | $27.1K 1.40% | 182.11K | 0.00 | 0.00 |
PEPSICO INCDFND | COM | 133.31K | SH | $24.3K 1.26% | 133.31K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 218.02K | SH | $22.5K 1.17% | 218.02K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 76.01K | SH | $21.1K 1.09% | 76.01K | 0.00 | 0.00 |
EQUINIX INCDFND | COM | 28.10K | SH | $20.3K 1.05% | 28.10K | 0.00 | 0.00 |
NEXTERA ENERGY INCDFND | COM | 246.39K | SH | $19.0K 0.98% | 246.39K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSDFND | COM | 136.58K | SH | $17.9K 0.93% | 136.58K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCDFND | COM | 37.37K | SH | $17.7K 0.92% | 37.37K | 0.00 | 0.00 |
COCA COLA CODFND | COM | 274.08K | SH | $17.0K 0.88% | 274.08K | 0.00 | 0.00 |
ESSEX PPTY TR INCDFND | COM | 80.63K | SH | $16.9K 0.87% | 80.63K | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 153.43K | SH | $16.8K 0.87% | 153.43K | 0.00 | 0.00 |
WALGREENS BOOTS ALLIANCE INCDFND | COM | 478.67K | SH | $16.6K 0.86% | 478.67K | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 104.27K | SH | $16.2K 0.84% | 104.27K | 0.00 | 0.00 |
WALMART INCDFND | COM | 108.02K | SH | $15.9K 0.83% | 108.02K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 69.22K | SH | $15.6K 0.81% | 69.22K | 0.00 | 0.00 |
PUBLIC STORAGEDFND | COM | 50.99K | SH | $15.4K 0.80% | 50.99K | 0.00 | 0.00 |
MCDONALDS CORPDFND | COM | 54.10K | SH | $15.1K 0.78% | 54.10K | 0.00 | 0.00 |
FEDERAL RLTY INVT TR NEWDFND | SH BEN INT NEW | 148.82K | SH | $14.7K 0.76% | 148.82K | 0.00 | 0.00 |
MEDTRONIC PLCDFND | SHS | 176.83K | SH | $14.3K 0.74% | 176.83K | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 48.21K | SH | $14.2K 0.74% | 48.21K | 0.00 | 0.00 |
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