Filed: 8/14/2023ACC: 0000950123-23-007900
📋 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 $2.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
589
Positions
$2.00M
Total AUM (reported)
23.38M
Total Shares
Allocation by class
COM$1.68M83.8%
CL A$68.2K3.4%
SHS$48.8K2.4%
COM NEW$47.1K2.4%
CAP STK CL A$31.7K1.6%
CL B$17.6K0.9%
COM CL A$17.3K0.9%
Portfolio Concentration
Top 3$180.6K9.0%
4–10$190.2K9.5%
11–25$256.4K12.8%
Rest$1.37M68.7%
Top 3 weight
9.0%
Top 10 weight
18.5%
Voting Authority Distribution
Total shares with voting rights: 23.38M
Sole
Full voting authority
23.38M
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
DFNDShares370.54K
TypeSH
Market value$71.9K
3.59%
Sole
370.54K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares204.93K
TypeSH
Market value$69.8K
3.49%
Sole
204.93K
Shared
0.00
None
0.00
PROLOGIS INC.
DFNDShares317.86K
TypeSH
Market value$39.0K
1.95%
Sole
317.86K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares75.19K
TypeSH
Market value$31.8K
1.59%
Sole
75.19K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares265.08K
TypeSH
Market value$31.7K
1.59%
Sole
265.08K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares217.53K
TypeSH
Market value$28.4K
1.42%
Sole
217.53K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
DFNDShares176.98K
TypeSH
Market value$26.9K
1.34%
Sole
176.98K
Shared
0.00
None
0.00
PEPSICO INC
DFNDShares135.16K
TypeSH
Market value$25.0K
1.25%
Sole
135.16K
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares217.50K
TypeSH
Market value$23.3K
1.17%
Sole
217.50K
Shared
0.00
None
0.00
ABBVIE INC
DFNDShares171.01K
TypeSH
Market value$23.0K
1.15%
Sole
171.01K
Shared
0.00
None
0.00
EQUINIX INC
DFNDShares28.36K
TypeSH
Market value$22.2K
1.11%
Sole
28.36K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
DFNDShares144.32K
TypeSH
Market value$19.3K
0.96%
Sole
144.32K
Shared
0.00
None
0.00
ESSEX PPTY TR INC
DFNDShares79.64K
TypeSH
Market value$18.7K
0.93%
Sole
79.64K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
DFNDShares241.81K
TypeSH
Market value$17.9K
0.90%
Sole
241.81K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
DFNDShares106.18K
TypeSH
Market value$17.6K
0.88%
Sole
106.18K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
DFNDShares36.29K
TypeSH
Market value$17.4K
0.87%
Sole
36.29K
Shared
0.00
None
0.00
CHEVRON CORP NEW
DFNDShares108.72K
TypeSH
Market value$17.1K
0.85%
Sole
108.72K
Shared
0.00
None
0.00
WALMART INC
DFNDShares107.25K
TypeSH
Market value$16.9K
0.84%
Sole
107.25K
Shared
0.00
None
0.00
VISA INC
DFNDShares68.34K
TypeSH
Market value$16.2K
0.81%
Sole
68.34K
Shared
0.00
None
0.00
COCA COLA CO
DFNDShares269.06K
TypeSH
Market value$16.2K
0.81%
Sole
269.06K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares56.38K
TypeSH
Market value$16.2K
0.81%
Sole
56.38K
Shared
0.00
None
0.00
MCDONALDS CORP
DFNDShares52.47K
TypeSH
Market value$15.7K
0.78%
Sole
52.47K
Shared
0.00
None
0.00
STANLEY BLACK & DECKER INC
DFNDShares162.03K
TypeSH
Market value$15.2K
0.76%
Sole
162.03K
Shared
0.00
None
0.00
MEDTRONIC PLC
DFNDShares170.24K
TypeSH
Market value$15.0K
0.75%
Sole
170.24K
Shared
0.00
None
0.00
TESLA INC
DFNDShares56.76K
TypeSH
Market value$14.9K
0.74%
Sole
56.76K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 370.54K | SH | $71.9K 3.59% | 370.54K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 204.93K | SH | $69.8K 3.49% | 204.93K | 0.00 | 0.00 |
PROLOGIS INC.DFND | COM | 317.86K | SH | $39.0K 1.95% | 317.86K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 75.19K | SH | $31.8K 1.59% | 75.19K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 265.08K | SH | $31.7K 1.59% | 265.08K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 217.53K | SH | $28.4K 1.42% | 217.53K | 0.00 | 0.00 |
PROCTER AND GAMBLE CODFND | COM | 176.98K | SH | $26.9K 1.34% | 176.98K | 0.00 | 0.00 |
PEPSICO INCDFND | COM | 135.16K | SH | $25.0K 1.25% | 135.16K | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 217.50K | SH | $23.3K 1.17% | 217.50K | 0.00 | 0.00 |
ABBVIE INCDFND | COM | 171.01K | SH | $23.0K 1.15% | 171.01K | 0.00 | 0.00 |
EQUINIX INCDFND | COM | 28.36K | SH | $22.2K 1.11% | 28.36K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSDFND | COM | 144.32K | SH | $19.3K 0.96% | 144.32K | 0.00 | 0.00 |
ESSEX PPTY TR INCDFND | COM | 79.64K | SH | $18.7K 0.93% | 79.64K | 0.00 | 0.00 |
NEXTERA ENERGY INCDFND | COM | 241.81K | SH | $17.9K 0.90% | 241.81K | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 106.18K | SH | $17.6K 0.88% | 106.18K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCDFND | COM | 36.29K | SH | $17.4K 0.87% | 36.29K | 0.00 | 0.00 |
CHEVRON CORP NEWDFND | COM | 108.72K | SH | $17.1K 0.85% | 108.72K | 0.00 | 0.00 |
WALMART INCDFND | COM | 107.25K | SH | $16.9K 0.84% | 107.25K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 68.34K | SH | $16.2K 0.81% | 68.34K | 0.00 | 0.00 |
COCA COLA CODFND | COM | 269.06K | SH | $16.2K 0.81% | 269.06K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 56.38K | SH | $16.2K 0.81% | 56.38K | 0.00 | 0.00 |
MCDONALDS CORPDFND | COM | 52.47K | SH | $15.7K 0.78% | 52.47K | 0.00 | 0.00 |
STANLEY BLACK & DECKER INCDFND | COM | 162.03K | SH | $15.2K 0.76% | 162.03K | 0.00 | 0.00 |
MEDTRONIC PLCDFND | SHS | 170.24K | SH | $15.0K 0.75% | 170.24K | 0.00 | 0.00 |
TESLA INCDFND | COM | 56.76K | SH | $14.9K 0.74% | 56.76K | 0.00 | 0.00 |
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