Filed: 5/14/2026ACC: 0001193125-26-223095
๐ What this filing means
MEIJI YASUDA ASSET MANAGEMENT CO LTD. filed this quarterly 13FโHR report disclosing 548 equity positions with a total reported market value of $2.00B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
548
Positions
$2.00B
Total AUM (reported)
17.23M
Total Shares
Allocation by class
COM$1.66B82.7%
CL A$75.15M3.8%
COM NEW$73.08M3.6%
CAP STK CL A$52.37M2.6%
SHS$33.06M1.7%
COM CL A$30.61M1.5%
SH BEN INT NEW$11.06M0.6%
Portfolio Concentration
Top 3$212.75M10.6%
4โ10$233.21M11.6%
11โ25$276.44M13.8%
Rest$1.28B63.9%
Top 3 weight
10.6%
Top 10 weight
22.3%
Voting Authority Distribution
Total shares with voting rights: 17.23M
Sole
Full voting authority
17.23M
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
Other548
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings548
Rows:
NVIDIA CORPORATION
DFNDShares491.01K
TypeSH
Market value$85.63M
4.27%
Sole
491.01K
Shared
0.00
None
0.00
APPLE INC
DFNDShares277.55K
TypeSH
Market value$70.44M
3.52%
Sole
277.55K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares153.10K
TypeSH
Market value$56.67M
2.83%
Sole
153.10K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares182.13K
TypeSH
Market value$52.37M
2.61%
Sole
182.13K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares185.30K
TypeSH
Market value$38.59M
1.93%
Sole
185.30K
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares98.85K
TypeSH
Market value$30.60M
1.53%
Sole
98.85K
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares173.48K
TypeSH
Market value$29.43M
1.47%
Sole
173.48K
Shared
0.00
None
0.00
ABBVIE INC
DFNDShares131.88K
TypeSH
Market value$28.68M
1.43%
Sole
131.88K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
DFNDShares567.16K
TypeSH
Market value$28.47M
1.42%
Sole
567.16K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares43.81K
TypeSH
Market value$25.07M
1.25%
Sole
43.81K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
DFNDShares100.42K
TypeSH
Market value$24.55M
1.23%
Sole
100.42K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares75.82K
TypeSH
Market value$22.30M
1.11%
Sole
75.82K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
DFNDShares145.91K
TypeSH
Market value$21.07M
1.05%
Sole
145.91K
Shared
0.00
None
0.00
COCA COLA CO
DFNDShares271.76K
TypeSH
Market value$20.67M
1.03%
Sole
271.76K
Shared
0.00
None
0.00
WALMART INC
DFNDShares163.55K
TypeSH
Market value$20.33M
1.01%
Sole
163.55K
Shared
0.00
None
0.00
VISA INC
DFNDShares63.73K
TypeSH
Market value$19.26M
0.96%
Sole
63.73K
Shared
0.00
None
0.00
PEPSICO INC
DFNDShares115.84K
TypeSH
Market value$17.99M
0.90%
Sole
115.84K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
DFNDShares191.32K
TypeSH
Market value$17.77M
0.89%
Sole
191.32K
Shared
0.00
None
0.00
ROBERT HALF INC.
DFNDShares695.45K
TypeSH
Market value$17.66M
0.88%
Sole
695.45K
Shared
0.00
None
0.00
EDISON INTL
DFNDShares238.69K
TypeSH
Market value$17.47M
0.87%
Sole
238.69K
Shared
0.00
None
0.00
TESLA INC
DFNDShares46.70K
TypeSH
Market value$17.36M
0.87%
Sole
46.70K
Shared
0.00
None
0.00
REALTY INCOME CORP
DFNDShares279.59K
TypeSH
Market value$17.11M
0.85%
Sole
279.59K
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares44.34K
TypeSH
Market value$14.58M
0.73%
Sole
44.34K
Shared
0.00
None
0.00
AMCOR PLC
DFNDShares359.67K
TypeSH
Market value$14.30M
0.71%
Sole
359.67K
Shared
0.00
None
0.00
ELI LILLY & CO
DFNDShares15.24K
TypeSH
Market value$14.02M
0.70%
Sole
15.24K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 491.01K | SH | $85.63M 4.27% | 491.01K | 0.00 | 0.00 |
APPLE INCDFND | COM | 277.55K | SH | $70.44M 3.52% | 277.55K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 153.10K | SH | $56.67M 2.83% | 153.10K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 182.13K | SH | $52.37M 2.61% | 182.13K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 185.30K | SH | $38.59M 1.93% | 185.30K | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 98.85K | SH | $30.60M 1.53% | 98.85K | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 173.48K | SH | $29.43M 1.47% | 173.48K | 0.00 | 0.00 |
ABBVIE INCDFND | COM | 131.88K | SH | $28.68M 1.43% | 131.88K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCDFND | COM | 567.16K | SH | $28.47M 1.42% | 567.16K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 43.81K | SH | $25.07M 1.25% | 43.81K | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 100.42K | SH | $24.55M 1.23% | 100.42K | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 75.82K | SH | $22.30M 1.11% | 75.82K | 0.00 | 0.00 |
PROCTER & GAMBLE CODFND | COM | 145.91K | SH | $21.07M 1.05% | 145.91K | 0.00 | 0.00 |
COCA COLA CODFND | COM | 271.76K | SH | $20.67M 1.03% | 271.76K | 0.00 | 0.00 |
WALMART INCDFND | COM | 163.55K | SH | $20.33M 1.01% | 163.55K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 63.73K | SH | $19.26M 0.96% | 63.73K | 0.00 | 0.00 |
PEPSICO INCDFND | COM | 115.84K | SH | $17.99M 0.90% | 115.84K | 0.00 | 0.00 |
NEXTERA ENERGY INCDFND | COM | 191.32K | SH | $17.77M 0.89% | 191.32K | 0.00 | 0.00 |
ROBERT HALF INC.DFND | COM | 695.45K | SH | $17.66M 0.88% | 695.45K | 0.00 | 0.00 |
EDISON INTLDFND | COM | 238.69K | SH | $17.47M 0.87% | 238.69K | 0.00 | 0.00 |
TESLA INCDFND | COM | 46.70K | SH | $17.36M 0.87% | 46.70K | 0.00 | 0.00 |
REALTY INCOME CORPDFND | COM | 279.59K | SH | $17.11M 0.85% | 279.59K | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 44.34K | SH | $14.58M 0.73% | 44.34K | 0.00 | 0.00 |
AMCOR PLCDFND | COM NEW | 359.67K | SH | $14.30M 0.71% | 359.67K | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 15.24K | SH | $14.02M 0.70% | 15.24K | 0.00 | 0.00 |
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