Filed: 11/13/2024ACC: 0000950123-24-011060
📋 What this filing means
MEIJI YASUDA ASSET MANAGEMENT CO LTD. filed this quarterly 13F‑HR report disclosing 673 equity positions with a total reported market value of $2.62B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
673
Positions
$2.62B
Total AUM (reported)
21.12M
Total Shares
Allocation by class
COM$2.17B82.7%
CL A$113.42M4.3%
SHS$70.29M2.7%
COM NEW$69.99M2.7%
CAP STK CL A$54.36M2.1%
COM CL A$33.12M1.3%
CL B$17.70M0.7%
Portfolio Concentration
Top 3$345.55M13.2%
4–10$298.40M11.4%
11–25$359.56M13.7%
Rest$1.62B61.8%
Top 3 weight
13.2%
Top 10 weight
24.5%
Voting Authority Distribution
Total shares with voting rights: 21.12M
Sole
Full voting authority
21.12M
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
Other673
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings673
Rows:
MICROSOFT CORP
DFNDShares270.68K
TypeSH
Market value$116.47M
4.44%
Sole
270.68K
Shared
0.00
None
0.00
APPLE INC
DFNDShares499.15K
TypeSH
Market value$116.30M
4.43%
Sole
499.15K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares928.64K
TypeSH
Market value$112.77M
4.30%
Sole
928.64K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares317.46K
TypeSH
Market value$59.15M
2.25%
Sole
317.46K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares327.78K
TypeSH
Market value$54.36M
2.07%
Sole
327.78K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares80.36K
TypeSH
Market value$46.00M
1.75%
Sole
80.36K
Shared
0.00
None
0.00
ABBVIE INC
DFNDShares196.28K
TypeSH
Market value$38.76M
1.48%
Sole
196.28K
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares208.21K
TypeSH
Market value$35.92M
1.37%
Sole
208.21K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
DFNDShares185.48K
TypeSH
Market value$32.13M
1.22%
Sole
185.48K
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares273.65K
TypeSH
Market value$32.08M
1.22%
Sole
273.65K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
DFNDShares364.50K
TypeSH
Market value$30.81M
1.17%
Sole
364.50K
Shared
0.00
None
0.00
WALMART INC
DFNDShares351.23K
TypeSH
Market value$28.36M
1.08%
Sole
351.23K
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares65.04K
TypeSH
Market value$26.35M
1.00%
Sole
65.04K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
DFNDShares121.03K
TypeSH
Market value$25.52M
0.97%
Sole
121.03K
Shared
0.00
None
0.00
VISA INC
DFNDShares91.11K
TypeSH
Market value$25.05M
0.95%
Sole
91.11K
Shared
0.00
None
0.00
COCA COLA CO
DFNDShares348.59K
TypeSH
Market value$25.05M
0.95%
Sole
348.59K
Shared
0.00
None
0.00
ELI LILLY & CO
DFNDShares27.04K
TypeSH
Market value$23.95M
0.91%
Sole
27.04K
Shared
0.00
None
0.00
PEPSICO INC
DFNDShares135.28K
TypeSH
Market value$23.00M
0.88%
Sole
135.28K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
DFNDShares102.64K
TypeSH
Market value$22.69M
0.86%
Sole
102.64K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
DFNDShares38.76K
TypeSH
Market value$22.66M
0.86%
Sole
38.76K
Shared
0.00
None
0.00
TESLA INC
DFNDShares86.18K
TypeSH
Market value$22.55M
0.86%
Sole
86.18K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
DFNDShares133.65K
TypeSH
Market value$21.66M
0.83%
Sole
133.65K
Shared
0.00
None
0.00
BEST BUY INC
DFNDShares202.64K
TypeSH
Market value$20.93M
0.80%
Sole
202.64K
Shared
0.00
None
0.00
CHEVRON CORP NEW
DFNDShares140.77K
TypeSH
Market value$20.73M
0.79%
Sole
140.77K
Shared
0.00
None
0.00
TEXAS INSTRS INC
DFNDShares97.95K
TypeSH
Market value$20.23M
0.77%
Sole
97.95K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 270.68K | SH | $116.47M 4.44% | 270.68K | 0.00 | 0.00 |
APPLE INCDFND | COM | 499.15K | SH | $116.30M 4.43% | 499.15K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 928.64K | SH | $112.77M 4.30% | 928.64K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 317.46K | SH | $59.15M 2.25% | 317.46K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 327.78K | SH | $54.36M 2.07% | 327.78K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 80.36K | SH | $46.00M 1.75% | 80.36K | 0.00 | 0.00 |
ABBVIE INCDFND | COM | 196.28K | SH | $38.76M 1.48% | 196.28K | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 208.21K | SH | $35.92M 1.37% | 208.21K | 0.00 | 0.00 |
PROCTER AND GAMBLE CODFND | COM | 185.48K | SH | $32.13M 1.22% | 185.48K | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 273.65K | SH | $32.08M 1.22% | 273.65K | 0.00 | 0.00 |
NEXTERA ENERGY INCDFND | COM | 364.50K | SH | $30.81M 1.17% | 364.50K | 0.00 | 0.00 |
WALMART INCDFND | COM | 351.23K | SH | $28.36M 1.08% | 351.23K | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 65.04K | SH | $26.35M 1.00% | 65.04K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 121.03K | SH | $25.52M 0.97% | 121.03K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 91.11K | SH | $25.05M 0.95% | 91.11K | 0.00 | 0.00 |
COCA COLA CODFND | COM | 348.59K | SH | $25.05M 0.95% | 348.59K | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 27.04K | SH | $23.95M 0.91% | 27.04K | 0.00 | 0.00 |
PEPSICO INCDFND | COM | 135.28K | SH | $23.00M 0.88% | 135.28K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSDFND | COM | 102.64K | SH | $22.69M 0.86% | 102.64K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCDFND | COM | 38.76K | SH | $22.66M 0.86% | 38.76K | 0.00 | 0.00 |
TESLA INCDFND | COM | 86.18K | SH | $22.55M 0.86% | 86.18K | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 133.65K | SH | $21.66M 0.83% | 133.65K | 0.00 | 0.00 |
BEST BUY INCDFND | COM | 202.64K | SH | $20.93M 0.80% | 202.64K | 0.00 | 0.00 |
CHEVRON CORP NEWDFND | COM | 140.77K | SH | $20.73M 0.79% | 140.77K | 0.00 | 0.00 |
TEXAS INSTRS INCDFND | COM | 97.95K | SH | $20.23M 0.77% | 97.95K | 0.00 | 0.00 |
Page 1 of 27
…