Filed: 11/13/2025ACC: 0001193125-25-278347
📋 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 $2.10B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
543
Positions
$2.10B
Total AUM (reported)
18.59M
Total Shares
Allocation by class
COM$1.71B81.4%
CL A$94.79M4.5%
COM NEW$66.78M3.2%
CAP STK CL A$49.66M2.4%
SHS$46.56M2.2%
COM CL A$31.61M1.5%
COM SHS$15.33M0.7%
Portfolio Concentration
Top 3$270.38M12.9%
4–10$254.09M12.1%
11–25$293.50M14.0%
Rest$1.28B61.1%
Top 3 weight
12.9%
Top 10 weight
25.0%
Voting Authority Distribution
Total shares with voting rights: 18.59M
Sole
Full voting authority
18.59M
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
DFNDShares548.53K
TypeSH
Market value$102.34M
4.87%
Sole
548.53K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares171.34K
TypeSH
Market value$88.75M
4.22%
Sole
171.34K
Shared
0.00
None
0.00
APPLE INC
DFNDShares311.38K
TypeSH
Market value$79.29M
3.77%
Sole
311.38K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares204.29K
TypeSH
Market value$49.66M
2.36%
Sole
204.29K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares206.73K
TypeSH
Market value$45.39M
2.16%
Sole
206.73K
Shared
0.00
None
0.00
ABBVIE INC
DFNDShares167.54K
TypeSH
Market value$38.79M
1.85%
Sole
167.54K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares49.19K
TypeSH
Market value$36.13M
1.72%
Sole
49.19K
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares93.62K
TypeSH
Market value$30.89M
1.47%
Sole
93.62K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
DFNDShares615.14K
TypeSH
Market value$27.04M
1.29%
Sole
615.14K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
DFNDShares83.04K
TypeSH
Market value$26.19M
1.25%
Sole
83.04K
Shared
0.00
None
0.00
WALMART INC
DFNDShares217.52K
TypeSH
Market value$22.42M
1.07%
Sole
217.52K
Shared
0.00
None
0.00
VISA INC
DFNDShares65.11K
TypeSH
Market value$22.23M
1.06%
Sole
65.11K
Shared
0.00
None
0.00
TESLA INC
DFNDShares49.31K
TypeSH
Market value$21.93M
1.04%
Sole
49.31K
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares193.82K
TypeSH
Market value$21.85M
1.04%
Sole
193.82K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
DFNDShares113.06K
TypeSH
Market value$20.96M
1.00%
Sole
113.06K
Shared
0.00
None
0.00
COCA COLA CO
DFNDShares312.52K
TypeSH
Market value$20.73M
0.99%
Sole
312.52K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
DFNDShares133.82K
TypeSH
Market value$20.56M
0.98%
Sole
133.82K
Shared
0.00
None
0.00
ABBOTT LABS
DFNDShares146.78K
TypeSH
Market value$19.66M
0.94%
Sole
146.78K
Shared
0.00
None
0.00
FRANKLIN RESOURCES INC
DFNDShares837.39K
TypeSH
Market value$19.37M
0.92%
Sole
837.39K
Shared
0.00
None
0.00
CHEVRON CORP NEW
DFNDShares119.87K
TypeSH
Market value$18.62M
0.89%
Sole
119.87K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
DFNDShares240.86K
TypeSH
Market value$18.18M
0.87%
Sole
240.86K
Shared
0.00
None
0.00
REALTY INCOME CORP
DFNDShares287.77K
TypeSH
Market value$17.49M
0.83%
Sole
287.77K
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares43.12K
TypeSH
Market value$17.47M
0.83%
Sole
43.12K
Shared
0.00
None
0.00
EVERSOURCE ENERGY
DFNDShares231.47K
TypeSH
Market value$16.47M
0.78%
Sole
231.47K
Shared
0.00
None
0.00
PEPSICO INC
DFNDShares110.80K
TypeSH
Market value$15.56M
0.74%
Sole
110.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 548.53K | SH | $102.34M 4.87% | 548.53K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 171.34K | SH | $88.75M 4.22% | 171.34K | 0.00 | 0.00 |
APPLE INCDFND | COM | 311.38K | SH | $79.29M 3.77% | 311.38K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 204.29K | SH | $49.66M 2.36% | 204.29K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 206.73K | SH | $45.39M 2.16% | 206.73K | 0.00 | 0.00 |
ABBVIE INCDFND | COM | 167.54K | SH | $38.79M 1.85% | 167.54K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 49.19K | SH | $36.13M 1.72% | 49.19K | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 93.62K | SH | $30.89M 1.47% | 93.62K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCDFND | COM | 615.14K | SH | $27.04M 1.29% | 615.14K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 83.04K | SH | $26.19M 1.25% | 83.04K | 0.00 | 0.00 |
WALMART INCDFND | COM | 217.52K | SH | $22.42M 1.07% | 217.52K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 65.11K | SH | $22.23M 1.06% | 65.11K | 0.00 | 0.00 |
TESLA INCDFND | COM | 49.31K | SH | $21.93M 1.04% | 49.31K | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 193.82K | SH | $21.85M 1.04% | 193.82K | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 113.06K | SH | $20.96M 1.00% | 113.06K | 0.00 | 0.00 |
COCA COLA CODFND | COM | 312.52K | SH | $20.73M 0.99% | 312.52K | 0.00 | 0.00 |
PROCTER AND GAMBLE CODFND | COM | 133.82K | SH | $20.56M 0.98% | 133.82K | 0.00 | 0.00 |
ABBOTT LABSDFND | COM | 146.78K | SH | $19.66M 0.94% | 146.78K | 0.00 | 0.00 |
FRANKLIN RESOURCES INCDFND | COM | 837.39K | SH | $19.37M 0.92% | 837.39K | 0.00 | 0.00 |
CHEVRON CORP NEWDFND | COM | 119.87K | SH | $18.62M 0.89% | 119.87K | 0.00 | 0.00 |
NEXTERA ENERGY INCDFND | COM | 240.86K | SH | $18.18M 0.87% | 240.86K | 0.00 | 0.00 |
REALTY INCOME CORPDFND | COM | 287.77K | SH | $17.49M 0.83% | 287.77K | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 43.12K | SH | $17.47M 0.83% | 43.12K | 0.00 | 0.00 |
EVERSOURCE ENERGYDFND | COM | 231.47K | SH | $16.47M 0.78% | 231.47K | 0.00 | 0.00 |
PEPSICO INCDFND | COM | 110.80K | SH | $15.56M 0.74% | 110.80K | 0.00 | 0.00 |
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