Filed: 5/16/2025ACC: 0000950123-25-005782
📋 What this filing means
MEIJI YASUDA ASSET MANAGEMENT CO LTD. filed this quarterly 13F‑HR report disclosing 643 equity positions with a total reported market value of $2.48B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
643
Positions
$2.48B
Total AUM (reported)
23.39M
Total Shares
Allocation by class
COM$2.04B82.1%
CL A$116.07M4.7%
COM NEW$71.46M2.9%
SHS$49.94M2.0%
CAP STK CL A$46.24M1.9%
COM CL A$38.88M1.6%
ORD$16.44M0.7%
Portfolio Concentration
Top 3$304.16M12.3%
4–10$282.30M11.4%
11–25$340.12M13.7%
Rest$1.56B62.7%
Top 3 weight
12.3%
Top 10 weight
23.6%
Voting Authority Distribution
Total shares with voting rights: 23.39M
Sole
Full voting authority
23.39M
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
Other643
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings643
Rows:
APPLE INC
DFNDShares495.41K
TypeSH
Market value$110.05M
4.43%
Sole
495.41K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares263.67K
TypeSH
Market value$98.98M
3.99%
Sole
263.67K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares877.76K
TypeSH
Market value$95.13M
3.83%
Sole
877.76K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares322.16K
TypeSH
Market value$61.29M
2.47%
Sole
322.16K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares299.04K
TypeSH
Market value$46.24M
1.86%
Sole
299.04K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares76.13K
TypeSH
Market value$43.88M
1.77%
Sole
76.13K
Shared
0.00
None
0.00
ABBVIE INC
DFNDShares183.35K
TypeSH
Market value$38.42M
1.55%
Sole
183.35K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
DFNDShares184.49K
TypeSH
Market value$31.44M
1.27%
Sole
184.49K
Shared
0.00
None
0.00
VISA INC
DFNDShares87.84K
TypeSH
Market value$30.78M
1.24%
Sole
87.84K
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares254.32K
TypeSH
Market value$30.25M
1.22%
Sole
254.32K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
DFNDShares658.07K
TypeSH
Market value$29.85M
1.20%
Sole
658.07K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
DFNDShares119.97K
TypeSH
Market value$29.43M
1.19%
Sole
119.97K
Shared
0.00
None
0.00
WALMART INC
DFNDShares290.25K
TypeSH
Market value$25.48M
1.03%
Sole
290.25K
Shared
0.00
None
0.00
ABBOTT LABS
DFNDShares183.72K
TypeSH
Market value$24.37M
0.98%
Sole
183.72K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
DFNDShares138.37K
TypeSH
Market value$22.95M
0.92%
Sole
138.37K
Shared
0.00
None
0.00
COCA COLA CO
DFNDShares317.68K
TypeSH
Market value$22.75M
0.92%
Sole
317.68K
Shared
0.00
None
0.00
CHEVRON CORP NEW
DFNDShares135.34K
TypeSH
Market value$22.64M
0.91%
Sole
135.34K
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares135.15K
TypeSH
Market value$22.63M
0.91%
Sole
135.15K
Shared
0.00
None
0.00
TESLA INC
DFNDShares86.02K
TypeSH
Market value$22.29M
0.90%
Sole
86.02K
Shared
0.00
None
0.00
PEPSICO INC
DFNDShares145.41K
TypeSH
Market value$21.80M
0.88%
Sole
145.41K
Shared
0.00
None
0.00
ELI LILLY & CO
DFNDShares25.88K
TypeSH
Market value$21.37M
0.86%
Sole
25.88K
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares55.77K
TypeSH
Market value$20.44M
0.82%
Sole
55.77K
Shared
0.00
None
0.00
REALTY INCOME CORP
DFNDShares343.56K
TypeSH
Market value$19.93M
0.80%
Sole
343.56K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
DFNDShares252.52K
TypeSH
Market value$17.90M
0.72%
Sole
252.52K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares30.57K
TypeSH
Market value$16.28M
0.66%
Sole
30.57K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 495.41K | SH | $110.05M 4.43% | 495.41K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 263.67K | SH | $98.98M 3.99% | 263.67K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 877.76K | SH | $95.13M 3.83% | 877.76K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 322.16K | SH | $61.29M 2.47% | 322.16K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 299.04K | SH | $46.24M 1.86% | 299.04K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 76.13K | SH | $43.88M 1.77% | 76.13K | 0.00 | 0.00 |
ABBVIE INCDFND | COM | 183.35K | SH | $38.42M 1.55% | 183.35K | 0.00 | 0.00 |
PROCTER AND GAMBLE CODFND | COM | 184.49K | SH | $31.44M 1.27% | 184.49K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 87.84K | SH | $30.78M 1.24% | 87.84K | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 254.32K | SH | $30.25M 1.22% | 254.32K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCDFND | COM | 658.07K | SH | $29.85M 1.20% | 658.07K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 119.97K | SH | $29.43M 1.19% | 119.97K | 0.00 | 0.00 |
WALMART INCDFND | COM | 290.25K | SH | $25.48M 1.03% | 290.25K | 0.00 | 0.00 |
ABBOTT LABSDFND | COM | 183.72K | SH | $24.37M 0.98% | 183.72K | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 138.37K | SH | $22.95M 0.92% | 138.37K | 0.00 | 0.00 |
COCA COLA CODFND | COM | 317.68K | SH | $22.75M 0.92% | 317.68K | 0.00 | 0.00 |
CHEVRON CORP NEWDFND | COM | 135.34K | SH | $22.64M 0.91% | 135.34K | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 135.15K | SH | $22.63M 0.91% | 135.15K | 0.00 | 0.00 |
TESLA INCDFND | COM | 86.02K | SH | $22.29M 0.90% | 86.02K | 0.00 | 0.00 |
PEPSICO INCDFND | COM | 145.41K | SH | $21.80M 0.88% | 145.41K | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 25.88K | SH | $21.37M 0.86% | 25.88K | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 55.77K | SH | $20.44M 0.82% | 55.77K | 0.00 | 0.00 |
REALTY INCOME CORPDFND | COM | 343.56K | SH | $19.93M 0.80% | 343.56K | 0.00 | 0.00 |
NEXTERA ENERGY INCDFND | COM | 252.52K | SH | $17.90M 0.72% | 252.52K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 30.57K | SH | $16.28M 0.66% | 30.57K | 0.00 | 0.00 |
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