Filed: 2/6/2026ACC: 0001193125-26-041086
📋 What this filing means
MEIJI YASUDA ASSET MANAGEMENT CO LTD. filed this quarterly 13F‑HR report disclosing 546 equity positions with a total reported market value of $2.08B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
546
Positions
$2.08B
Total AUM (reported)
18.38M
Total Shares
Allocation by class
COM$1.69B81.1%
CL A$90.44M4.3%
COM NEW$72.53M3.5%
CAP STK CL A$58.74M2.8%
SHS$36.18M1.7%
COM CL A$33.05M1.6%
ORD$12.46M0.6%
Portfolio Concentration
Top 3$254.77M12.2%
4–10$258.71M12.4%
11–25$287.64M13.8%
Rest$1.28B61.5%
Top 3 weight
12.2%
Top 10 weight
24.7%
Voting Authority Distribution
Total shares with voting rights: 18.38M
Sole
Full voting authority
18.38M
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
Other546
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings546
Rows:
NVIDIA CORPORATION
DFNDShares513.20K
TypeSH
Market value$95.71M
4.60%
Sole
513.20K
Shared
0.00
None
0.00
APPLE INC
DFNDShares293.81K
TypeSH
Market value$79.88M
3.84%
Sole
293.81K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares163.73K
TypeSH
Market value$79.18M
3.81%
Sole
163.73K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares187.68K
TypeSH
Market value$58.74M
2.82%
Sole
187.68K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares199.50K
TypeSH
Market value$46.05M
2.21%
Sole
199.50K
Shared
0.00
None
0.00
ABBVIE INC
DFNDShares166.67K
TypeSH
Market value$38.08M
1.83%
Sole
166.67K
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares95.14K
TypeSH
Market value$32.93M
1.58%
Sole
95.14K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares46.74K
TypeSH
Market value$30.85M
1.48%
Sole
46.74K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
DFNDShares658.47K
TypeSH
Market value$26.82M
1.29%
Sole
658.47K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
DFNDShares78.30K
TypeSH
Market value$25.23M
1.21%
Sole
78.30K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
DFNDShares110.24K
TypeSH
Market value$22.81M
1.10%
Sole
110.24K
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares187.21K
TypeSH
Market value$22.53M
1.08%
Sole
187.21K
Shared
0.00
None
0.00
VISA INC
DFNDShares61.84K
TypeSH
Market value$21.69M
1.04%
Sole
61.84K
Shared
0.00
None
0.00
TESLA INC
DFNDShares47.41K
TypeSH
Market value$21.32M
1.02%
Sole
47.41K
Shared
0.00
None
0.00
FRANKLIN RESOURCES INC
DFNDShares856.04K
TypeSH
Market value$20.45M
0.98%
Sole
856.04K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
DFNDShares141.68K
TypeSH
Market value$20.30M
0.98%
Sole
141.68K
Shared
0.00
None
0.00
WALMART INC
DFNDShares177.76K
TypeSH
Market value$19.80M
0.95%
Sole
177.76K
Shared
0.00
None
0.00
COCA COLA CO
DFNDShares264.95K
TypeSH
Market value$18.52M
0.89%
Sole
264.95K
Shared
0.00
None
0.00
PEPSICO INC
DFNDShares127.34K
TypeSH
Market value$18.28M
0.88%
Sole
127.34K
Shared
0.00
None
0.00
ABBOTT LABS
DFNDShares145.11K
TypeSH
Market value$18.18M
0.87%
Sole
145.11K
Shared
0.00
None
0.00
CHEVRON CORP NEW
DFNDShares118.32K
TypeSH
Market value$18.03M
0.87%
Sole
118.32K
Shared
0.00
None
0.00
ELI LILLY & CO
DFNDShares15.47K
TypeSH
Market value$16.63M
0.80%
Sole
15.47K
Shared
0.00
None
0.00
REALTY INCOME CORP
DFNDShares293.55K
TypeSH
Market value$16.55M
0.80%
Sole
293.55K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
DFNDShares203.94K
TypeSH
Market value$16.37M
0.79%
Sole
203.94K
Shared
0.00
None
0.00
UGI CORP NEW
DFNDShares431.82K
TypeSH
Market value$16.16M
0.78%
Sole
431.82K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 513.20K | SH | $95.71M 4.60% | 513.20K | 0.00 | 0.00 |
APPLE INCDFND | COM | 293.81K | SH | $79.88M 3.84% | 293.81K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 163.73K | SH | $79.18M 3.81% | 163.73K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 187.68K | SH | $58.74M 2.82% | 187.68K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 199.50K | SH | $46.05M 2.21% | 199.50K | 0.00 | 0.00 |
ABBVIE INCDFND | COM | 166.67K | SH | $38.08M 1.83% | 166.67K | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 95.14K | SH | $32.93M 1.58% | 95.14K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 46.74K | SH | $30.85M 1.48% | 46.74K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCDFND | COM | 658.47K | SH | $26.82M 1.29% | 658.47K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 78.30K | SH | $25.23M 1.21% | 78.30K | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 110.24K | SH | $22.81M 1.10% | 110.24K | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 187.21K | SH | $22.53M 1.08% | 187.21K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 61.84K | SH | $21.69M 1.04% | 61.84K | 0.00 | 0.00 |
TESLA INCDFND | COM | 47.41K | SH | $21.32M 1.02% | 47.41K | 0.00 | 0.00 |
FRANKLIN RESOURCES INCDFND | COM | 856.04K | SH | $20.45M 0.98% | 856.04K | 0.00 | 0.00 |
PROCTER AND GAMBLE CODFND | COM | 141.68K | SH | $20.30M 0.98% | 141.68K | 0.00 | 0.00 |
WALMART INCDFND | COM | 177.76K | SH | $19.80M 0.95% | 177.76K | 0.00 | 0.00 |
COCA COLA CODFND | COM | 264.95K | SH | $18.52M 0.89% | 264.95K | 0.00 | 0.00 |
PEPSICO INCDFND | COM | 127.34K | SH | $18.28M 0.88% | 127.34K | 0.00 | 0.00 |
ABBOTT LABSDFND | COM | 145.11K | SH | $18.18M 0.87% | 145.11K | 0.00 | 0.00 |
CHEVRON CORP NEWDFND | COM | 118.32K | SH | $18.03M 0.87% | 118.32K | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 15.47K | SH | $16.63M 0.80% | 15.47K | 0.00 | 0.00 |
REALTY INCOME CORPDFND | COM | 293.55K | SH | $16.55M 0.80% | 293.55K | 0.00 | 0.00 |
NEXTERA ENERGY INCDFND | COM | 203.94K | SH | $16.37M 0.79% | 203.94K | 0.00 | 0.00 |
UGI CORP NEWDFND | COM | 431.82K | SH | $16.16M 0.78% | 431.82K | 0.00 | 0.00 |
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