Filed: 8/14/2025ACC: 0001172661-25-003366
📋 What this filing means
NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. filed this quarterly 13F‑HR report disclosing 109 equity positions with a total reported market value of $2.28B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
109
Positions
$2.28B
Total AUM (reported)
12.81M
Total Shares
Allocation by class
COM$1.84B80.8%
CL A$199.65M8.8%
COM NEW$80.64M3.5%
SHS$67.93M3.0%
CAP STK CL C$42.70M1.9%
COMMON STOCK$29.75M1.3%
SHS CL A$12.53M0.6%
Portfolio Concentration
Top 3$482.40M21.2%
4–10$490.83M21.6%
11–25$652.78M28.7%
Rest$649.35M28.5%
Top 3 weight
21.2%
Top 10 weight
42.8%
Voting Authority Distribution
Total shares with voting rights: 12.81M
Sole
Full voting authority
12.81M
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)
Sole109
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings109
Rows:
MICROSOFT CORP
SOLEShares384.05K
TypeSH
Market value$191.03M
8.40%
Sole
384.05K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares1.11M
TypeSH
Market value$174.95M
7.69%
Sole
1.11M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares530.65K
TypeSH
Market value$116.42M
5.12%
Sole
530.65K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares108.17K
TypeSH
Market value$79.84M
3.51%
Sole
108.17K
Shared
0.00
None
0.00
APPLE INC
SOLEShares369.28K
TypeSH
Market value$75.77M
3.33%
Sole
369.28K
Shared
0.00
None
0.00
INTUIT
SOLEShares87.96K
TypeSH
Market value$69.28M
3.04%
Sole
87.96K
Shared
0.00
None
0.00
3M CO
SOLEShares454.34K
TypeSH
Market value$69.17M
3.04%
Sole
454.34K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares68.20K
TypeSH
Market value$67.51M
2.97%
Sole
68.20K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares243.94K
TypeSH
Market value$67.24M
2.96%
Sole
243.94K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares60.33K
TypeSH
Market value$62.02M
2.73%
Sole
60.33K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares44.24K
TypeSH
Market value$59.24M
2.60%
Sole
44.24K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares74.60K
TypeSH
Market value$58.15M
2.56%
Sole
74.60K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares185.92K
TypeSH
Market value$53.90M
2.37%
Sole
185.92K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares578.30K
TypeSH
Market value$50.82M
2.23%
Sole
578.30K
Shared
0.00
None
0.00
WELLS FARGO CO NEW
SOLEShares606.33K
TypeSH
Market value$48.58M
2.14%
Sole
606.33K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares83.69K
TypeSH
Market value$47.03M
2.07%
Sole
83.69K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares362.77K
TypeSH
Market value$45.15M
1.98%
Sole
362.77K
Shared
0.00
None
0.00
REPUBLIC SVCS INC
SOLEShares181.50K
TypeSH
Market value$44.76M
1.97%
Sole
181.50K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares240.69K
TypeSH
Market value$42.70M
1.88%
Sole
240.69K
Shared
0.00
None
0.00
CARDINAL HEALTH INC
SOLEShares209.48K
TypeSH
Market value$35.19M
1.55%
Sole
209.48K
Shared
0.00
None
0.00
ROYAL CARIBBEAN GROUP
SOLEShares110.33K
TypeSH
Market value$34.63M
1.52%
Sole
110.33K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares187.18K
TypeSH
Market value$34.34M
1.51%
Sole
187.18K
Shared
0.00
None
0.00
BOEING CO
SOLEShares160.18K
TypeSH
Market value$33.56M
1.48%
Sole
160.18K
Shared
0.00
None
0.00
WALMART INC
SOLEShares337.08K
TypeSH
Market value$32.96M
1.45%
Sole
337.08K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares119.02K
TypeSH
Market value$31.76M
1.40%
Sole
119.02K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 384.05K | SH | $191.03M 8.40% | 384.05K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.11M | SH | $174.95M 7.69% | 1.11M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 530.65K | SH | $116.42M 5.12% | 530.65K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 108.17K | SH | $79.84M 3.51% | 108.17K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 369.28K | SH | $75.77M 3.33% | 369.28K | 0.00 | 0.00 |
INTUITSOLE | COM | 87.96K | SH | $69.28M 3.04% | 87.96K | 0.00 | 0.00 |
3M COSOLE | COM | 454.34K | SH | $69.17M 3.04% | 454.34K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 68.20K | SH | $67.51M 2.97% | 68.20K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 243.94K | SH | $67.24M 2.96% | 243.94K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 60.33K | SH | $62.02M 2.73% | 60.33K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 44.24K | SH | $59.24M 2.60% | 44.24K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 74.60K | SH | $58.15M 2.56% | 74.60K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 185.92K | SH | $53.90M 2.37% | 185.92K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 578.30K | SH | $50.82M 2.23% | 578.30K | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | COM | 606.33K | SH | $48.58M 2.14% | 606.33K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 83.69K | SH | $47.03M 2.07% | 83.69K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 362.77K | SH | $45.15M 1.98% | 362.77K | 0.00 | 0.00 |
REPUBLIC SVCS INCSOLE | COM | 181.50K | SH | $44.76M 1.97% | 181.50K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 240.69K | SH | $42.70M 1.88% | 240.69K | 0.00 | 0.00 |
CARDINAL HEALTH INCSOLE | COM | 209.48K | SH | $35.19M 1.55% | 209.48K | 0.00 | 0.00 |
ROYAL CARIBBEAN GROUPSOLE | COM | 110.33K | SH | $34.63M 1.52% | 110.33K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 187.18K | SH | $34.34M 1.51% | 187.18K | 0.00 | 0.00 |
BOEING COSOLE | COM | 160.18K | SH | $33.56M 1.48% | 160.18K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 337.08K | SH | $32.96M 1.45% | 337.08K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 119.02K | SH | $31.76M 1.40% | 119.02K | 0.00 | 0.00 |
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