Filed: 8/14/2025ACC: 0000950123-25-008142
📋 What this filing means
MEIJI YASUDA ASSET MANAGEMENT CO LTD. filed this quarterly 13F‑HR report disclosing 543 equity positions with a total reported market value of $2.02B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
543
Positions
$2.02B
Total AUM (reported)
18.96M
Total Shares
Allocation by class
COM$1.65B81.9%
CL A$93.17M4.6%
COM NEW$61.04M3.0%
SHS$42.89M2.1%
CAP STK CL A$38.58M1.9%
COM CL A$30.45M1.5%
ORD$14.03M0.7%
Portfolio Concentration
Top 3$242.28M12.0%
4–10$227.46M11.3%
11–25$283.62M14.1%
Rest$1.26B62.6%
Top 3 weight
12.0%
Top 10 weight
23.3%
Voting Authority Distribution
Total shares with voting rights: 18.96M
Sole
Full voting authority
18.96M
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
Other543
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings543
Rows:
NVIDIA CORPORATION
DFNDShares570.66K
TypeSH
Market value$90.16M
4.47%
Sole
570.66K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares174.49K
TypeSH
Market value$86.79M
4.31%
Sole
174.49K
Shared
0.00
None
0.00
APPLE INC
DFNDShares318.41K
TypeSH
Market value$65.33M
3.24%
Sole
318.41K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares208.88K
TypeSH
Market value$45.83M
2.27%
Sole
208.88K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares218.93K
TypeSH
Market value$38.58M
1.91%
Sole
218.93K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares49.92K
TypeSH
Market value$36.84M
1.83%
Sole
49.92K
Shared
0.00
None
0.00
ABBVIE INC
DFNDShares167.75K
TypeSH
Market value$31.14M
1.54%
Sole
167.75K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
DFNDShares602.48K
TypeSH
Market value$26.07M
1.29%
Sole
602.48K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
DFNDShares85.20K
TypeSH
Market value$24.70M
1.23%
Sole
85.20K
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares88.17K
TypeSH
Market value$24.30M
1.21%
Sole
88.17K
Shared
0.00
None
0.00
VISA INC
DFNDShares65.22K
TypeSH
Market value$23.15M
1.15%
Sole
65.22K
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares205.98K
TypeSH
Market value$22.20M
1.10%
Sole
205.98K
Shared
0.00
None
0.00
WALMART INC
DFNDShares225.80K
TypeSH
Market value$22.08M
1.10%
Sole
225.80K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
DFNDShares133.24K
TypeSH
Market value$21.23M
1.05%
Sole
133.24K
Shared
0.00
None
0.00
COCA COLA CO
DFNDShares299.75K
TypeSH
Market value$21.21M
1.05%
Sole
299.75K
Shared
0.00
None
0.00
FRANKLIN RESOURCES INC
DFNDShares841.16K
TypeSH
Market value$20.06M
1.00%
Sole
841.16K
Shared
0.00
None
0.00
ABBOTT LABS
DFNDShares142.83K
TypeSH
Market value$19.43M
0.96%
Sole
142.83K
Shared
0.00
None
0.00
REALTY INCOME CORP
DFNDShares316.05K
TypeSH
Market value$18.21M
0.90%
Sole
316.05K
Shared
0.00
None
0.00
CHEVRON CORP NEW
DFNDShares127.02K
TypeSH
Market value$18.19M
0.90%
Sole
127.02K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
DFNDShares250.89K
TypeSH
Market value$17.42M
0.86%
Sole
250.89K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
DFNDShares111.59K
TypeSH
Market value$17.04M
0.85%
Sole
111.59K
Shared
0.00
None
0.00
TESLA INC
DFNDShares51.84K
TypeSH
Market value$16.47M
0.82%
Sole
51.84K
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares43.56K
TypeSH
Market value$15.97M
0.79%
Sole
43.56K
Shared
0.00
None
0.00
UGI CORP NEW
DFNDShares431.64K
TypeSH
Market value$15.72M
0.78%
Sole
431.64K
Shared
0.00
None
0.00
PEPSICO INC
DFNDShares115.47K
TypeSH
Market value$15.25M
0.76%
Sole
115.47K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 570.66K | SH | $90.16M 4.47% | 570.66K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 174.49K | SH | $86.79M 4.31% | 174.49K | 0.00 | 0.00 |
APPLE INCDFND | COM | 318.41K | SH | $65.33M 3.24% | 318.41K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 208.88K | SH | $45.83M 2.27% | 208.88K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 218.93K | SH | $38.58M 1.91% | 218.93K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 49.92K | SH | $36.84M 1.83% | 49.92K | 0.00 | 0.00 |
ABBVIE INCDFND | COM | 167.75K | SH | $31.14M 1.54% | 167.75K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCDFND | COM | 602.48K | SH | $26.07M 1.29% | 602.48K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 85.20K | SH | $24.70M 1.23% | 85.20K | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 88.17K | SH | $24.30M 1.21% | 88.17K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 65.22K | SH | $23.15M 1.15% | 65.22K | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 205.98K | SH | $22.20M 1.10% | 205.98K | 0.00 | 0.00 |
WALMART INCDFND | COM | 225.80K | SH | $22.08M 1.10% | 225.80K | 0.00 | 0.00 |
PROCTER AND GAMBLE CODFND | COM | 133.24K | SH | $21.23M 1.05% | 133.24K | 0.00 | 0.00 |
COCA COLA CODFND | COM | 299.75K | SH | $21.21M 1.05% | 299.75K | 0.00 | 0.00 |
FRANKLIN RESOURCES INCDFND | COM | 841.16K | SH | $20.06M 1.00% | 841.16K | 0.00 | 0.00 |
ABBOTT LABSDFND | COM | 142.83K | SH | $19.43M 0.96% | 142.83K | 0.00 | 0.00 |
REALTY INCOME CORPDFND | COM | 316.05K | SH | $18.21M 0.90% | 316.05K | 0.00 | 0.00 |
CHEVRON CORP NEWDFND | COM | 127.02K | SH | $18.19M 0.90% | 127.02K | 0.00 | 0.00 |
NEXTERA ENERGY INCDFND | COM | 250.89K | SH | $17.42M 0.86% | 250.89K | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 111.59K | SH | $17.04M 0.85% | 111.59K | 0.00 | 0.00 |
TESLA INCDFND | COM | 51.84K | SH | $16.47M 0.82% | 51.84K | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 43.56K | SH | $15.97M 0.79% | 43.56K | 0.00 | 0.00 |
UGI CORP NEWDFND | COM | 431.64K | SH | $15.72M 0.78% | 431.64K | 0.00 | 0.00 |
PEPSICO INCDFND | COM | 115.47K | SH | $15.25M 0.76% | 115.47K | 0.00 | 0.00 |
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