Filed: 2/12/2025ACC: 0000950123-25-001627
📋 What this filing means
MEIJI YASUDA ASSET MANAGEMENT CO LTD. filed this quarterly 13F‑HR report disclosing 677 equity positions with a total reported market value of $2.63B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
677
Positions
$2.63B
Total AUM (reported)
21.71M
Total Shares
Allocation by class
COM$2.15B81.7%
CL A$120.30M4.6%
COM NEW$73.28M2.8%
SHS$62.39M2.4%
CAP STK CL A$61.32M2.3%
COM CL A$39.62M1.5%
CAP STK CL C$18.81M0.7%
Portfolio Concentration
Top 3$367.67M14.0%
4–10$317.00M12.1%
11–25$350.11M13.3%
Rest$1.59B60.6%
Top 3 weight
14.0%
Top 10 weight
26.0%
Voting Authority Distribution
Total shares with voting rights: 21.71M
Sole
Full voting authority
21.71M
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
Other677
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings677
Rows:
APPLE INC
DFNDShares516.33K
TypeSH
Market value$129.30M
4.92%
Sole
516.33K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares918.65K
TypeSH
Market value$123.37M
4.69%
Sole
918.65K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares272.86K
TypeSH
Market value$115.01M
4.37%
Sole
272.86K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares329.36K
TypeSH
Market value$72.26M
2.75%
Sole
329.36K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares323.93K
TypeSH
Market value$61.32M
2.33%
Sole
323.93K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares80.09K
TypeSH
Market value$46.89M
1.78%
Sole
80.09K
Shared
0.00
None
0.00
ABBVIE INC
DFNDShares215.33K
TypeSH
Market value$38.26M
1.46%
Sole
215.33K
Shared
0.00
None
0.00
TESLA INC
DFNDShares85.69K
TypeSH
Market value$34.60M
1.32%
Sole
85.69K
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares138.32K
TypeSH
Market value$32.07M
1.22%
Sole
138.32K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
DFNDShares188.44K
TypeSH
Market value$31.59M
1.20%
Sole
188.44K
Shared
0.00
None
0.00
WALMART INC
DFNDShares348.34K
TypeSH
Market value$31.47M
1.20%
Sole
348.34K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
DFNDShares124.26K
TypeSH
Market value$29.79M
1.13%
Sole
124.26K
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares271.09K
TypeSH
Market value$29.16M
1.11%
Sole
271.09K
Shared
0.00
None
0.00
VISA INC
DFNDShares90.38K
TypeSH
Market value$28.56M
1.09%
Sole
90.38K
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares65.43K
TypeSH
Market value$25.45M
0.97%
Sole
65.43K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
DFNDShares332.62K
TypeSH
Market value$23.85M
0.91%
Sole
332.62K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
DFNDShares98.88K
TypeSH
Market value$21.74M
0.83%
Sole
98.88K
Shared
0.00
None
0.00
COCA COLA CO
DFNDShares342.04K
TypeSH
Market value$21.30M
0.81%
Sole
342.04K
Shared
0.00
None
0.00
ABBOTT LABS
DFNDShares181.91K
TypeSH
Market value$20.58M
0.78%
Sole
181.91K
Shared
0.00
None
0.00
PEPSICO INC
DFNDShares134.80K
TypeSH
Market value$20.50M
0.78%
Sole
134.80K
Shared
0.00
None
0.00
ELI LILLY & CO
DFNDShares26.40K
TypeSH
Market value$20.38M
0.78%
Sole
26.40K
Shared
0.00
None
0.00
CHEVRON CORP NEW
DFNDShares138.47K
TypeSH
Market value$20.06M
0.76%
Sole
138.47K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
DFNDShares134.56K
TypeSH
Market value$19.46M
0.74%
Sole
134.56K
Shared
0.00
None
0.00
BEST BUY INC
DFNDShares221.62K
TypeSH
Market value$19.01M
0.72%
Sole
221.62K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares98.76K
TypeSH
Market value$18.81M
0.72%
Sole
98.76K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 516.33K | SH | $129.30M 4.92% | 516.33K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 918.65K | SH | $123.37M 4.69% | 918.65K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 272.86K | SH | $115.01M 4.37% | 272.86K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 329.36K | SH | $72.26M 2.75% | 329.36K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 323.93K | SH | $61.32M 2.33% | 323.93K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 80.09K | SH | $46.89M 1.78% | 80.09K | 0.00 | 0.00 |
ABBVIE INCDFND | COM | 215.33K | SH | $38.26M 1.46% | 215.33K | 0.00 | 0.00 |
TESLA INCDFND | COM | 85.69K | SH | $34.60M 1.32% | 85.69K | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 138.32K | SH | $32.07M 1.22% | 138.32K | 0.00 | 0.00 |
PROCTER AND GAMBLE CODFND | COM | 188.44K | SH | $31.59M 1.20% | 188.44K | 0.00 | 0.00 |
WALMART INCDFND | COM | 348.34K | SH | $31.47M 1.20% | 348.34K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 124.26K | SH | $29.79M 1.13% | 124.26K | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 271.09K | SH | $29.16M 1.11% | 271.09K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 90.38K | SH | $28.56M 1.09% | 90.38K | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 65.43K | SH | $25.45M 0.97% | 65.43K | 0.00 | 0.00 |
NEXTERA ENERGY INCDFND | COM | 332.62K | SH | $23.85M 0.91% | 332.62K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSDFND | COM | 98.88K | SH | $21.74M 0.83% | 98.88K | 0.00 | 0.00 |
COCA COLA CODFND | COM | 342.04K | SH | $21.30M 0.81% | 342.04K | 0.00 | 0.00 |
ABBOTT LABSDFND | COM | 181.91K | SH | $20.58M 0.78% | 181.91K | 0.00 | 0.00 |
PEPSICO INCDFND | COM | 134.80K | SH | $20.50M 0.78% | 134.80K | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 26.40K | SH | $20.38M 0.78% | 26.40K | 0.00 | 0.00 |
CHEVRON CORP NEWDFND | COM | 138.47K | SH | $20.06M 0.76% | 138.47K | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 134.56K | SH | $19.46M 0.74% | 134.56K | 0.00 | 0.00 |
BEST BUY INCDFND | COM | 221.62K | SH | $19.01M 0.72% | 221.62K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 98.76K | SH | $18.81M 0.72% | 98.76K | 0.00 | 0.00 |
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