13F HOLDINGS REPORT
Nippon Life Global Investors Americas, Inc.
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-000863
Total Value
$2.17B
Positions
103
Other Managers
0
Confidential Omitted
No
Holdings (103)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 1,243,820 | $167.0M | 7.70% |
| 2 | MICROSOFT CORP | MSFT | 389,630 | $164.2M | 7.57% |
| 3 | AMAZON COM INC | AMZN | 511,480 | $112.2M | 5.17% |
| 4 | ALPHABET INC | GOOG | 541,840 | $103.2M | 4.76% |
| 5 | APPLE INC | AAPL | 392,380 | $98.3M | 4.53% |
| 6 | MARVELL TECHNOLOGY INC | MRVL | 755,390 | $83.4M | 3.85% |
| 7 | SERVICENOW INC | NOW | 63,440 | $67.3M | 3.10% |
| 8 | COSTCO WHSL CORP NEW | 22160K105 | 71,850 | $65.8M | 3.03% |
| 9 | FISERV INC | FISV | 294,120 | $60.4M | 2.78% |
| 10 | 3M CO | MMM | 422,230 | $54.5M | 2.51% |
| 11 | UNITEDHEALTH GROUP INC | UNH | 103,750 | $52.5M | 2.42% |
| 12 | INTUIT | INTU | 80,240 | $50.4M | 2.32% |
| 13 | ELI LILLY & CO | LLY | 64,610 | $49.9M | 2.30% |
| 14 | REPUBLIC SVCS INC | 760759100 | 236,730 | $47.6M | 2.20% |
| 15 | META PLATFORMS INC | META | 69,780 | $40.9M | 1.88% |
| 16 | NETFLIX INC | NFLX | 44,700 | $39.8M | 1.84% |
| 17 | JPMORGAN CHASE & CO. | VYLD | 161,190 | $38.6M | 1.78% |
| 18 | THERMO FISHER SCIENTIFIC INC | TMO | 71,220 | $37.1M | 1.71% |
| 19 | ROYAL CARIBBEAN GROUP | V7780T103 | 156,090 | $36.1M | 1.66% |
| 20 | WELLS FARGO CO NEW | 949746101 | 492,760 | $34.6M | 1.60% |
| 21 | CARDINAL HEALTH INC | CAH | 285,150 | $33.7M | 1.55% |
| 22 | CBRE GROUP INC | CBRE | 251,270 | $33.0M | 1.52% |
| 23 | MASTERCARD INCORPORATED | MA | 62,300 | $32.8M | 1.51% |
| 24 | DISNEY WALT CO | 254687106 | 288,860 | $32.3M | 1.49% |
| 25 | ECOLAB INC | ECL | 129,930 | $30.5M | 1.41% |
| 26 | BANK AMERICA CORP | 060505104 | 670,800 | $29.5M | 1.36% |
| 27 | PG&E CORP | PCG-PX | 1,343,180 | $27.1M | 1.25% |
| 28 | TJX COS INC NEW | 872540109 | 188,930 | $22.8M | 1.05% |
| 29 | TESLA INC | TSLA | 54,970 | $22.2M | 1.02% |
| 30 | GE AEROSPACE | 369604301 | 129,200 | $21.6M | 0.99% |
| 31 | WALMART INC | WMT | 237,310 | $21.5M | 0.99% |
| 32 | MARATHON PETE CORP | MARA | 146,010 | $20.4M | 0.94% |
| 33 | WILLSCOT HLDGS CORP | WSC | 600,530 | $20.1M | 0.93% |
| 34 | LAM RESEARCH CORP | LRCX | 256,250 | $18.6M | 0.86% |
| 35 | CONSTELLATION BRANDS INC | STZ | 79,270 | $17.5M | 0.81% |
| 36 | CONOCOPHILLIPS | COP | 165,600 | $16.4M | 0.76% |
| 37 | CINTAS CORP | CTAS | 84,560 | $15.4M | 0.71% |
| 38 | AMERIPRISE FINL INC | 03076C106 | 28,110 | $15.0M | 0.69% |
| 39 | AMERICAN EXPRESS CO | AXP | 50,060 | $14.9M | 0.68% |
| 40 | GOLDMAN SACHS GROUP INC | GSCE | 25,770 | $14.8M | 0.68% |
| 41 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 94,170 | $14.0M | 0.65% |
| 42 | PROGRESSIVE CORP | 743315103 | 56,110 | $13.4M | 0.62% |
| 43 | IRON MTN INC DEL | 46284V101 | 117,000 | $12.4M | 0.57% |
| 44 | MARRIOTT INTL INC NEW | 571903202 | 38,330 | $10.7M | 0.49% |
| 45 | CHIPOTLE MEXICAN GRILL INC | CMG | 174,640 | $10.5M | 0.49% |
| 46 | MERCK & CO INC | MRK | 100,380 | $10.1M | 0.46% |
| 47 | FAIR ISAAC CORP | FICO | 5,040 | $10.0M | 0.46% |
| 48 | AUTOZONE INC | AZO | 3,110 | $10.0M | 0.46% |
| 49 | HOME DEPOT INC | HD | 25,140 | $9.8M | 0.45% |
| 50 | BECTON DICKINSON & CO | BDX | 39,030 | $8.9M | 0.41% |
| 51 | OTIS WORLDWIDE CORP | OTIS | 95,320 | $8.8M | 0.41% |
| 52 | IQVIA HLDGS INC | IQV | 43,330 | $8.5M | 0.39% |
| 53 | DOCUSIGN INC | DOCU | 94,440 | $8.5M | 0.39% |
| 54 | AMPHENOL CORP NEW | 032095101 | 120,570 | $8.4M | 0.39% |
| 55 | MEDTRONIC PLC | MDT | 99,360 | $8.0M | 0.37% |
| 56 | INFORMATICA INC | 45674M101 | 300,270 | $7.8M | 0.36% |
| 57 | AON PLC | AON | 21,660 | $7.8M | 0.36% |
| 58 | ABBVIE INC | ABBV | 43,260 | $7.7M | 0.35% |
| 59 | FLOWSERVE CORP | FLS | 128,900 | $7.4M | 0.34% |
| 60 | CONSTELLATION ENERGY CORP | CEG | 33,160 | $7.4M | 0.34% |
| 61 | LINDE PLC | LIN | 17,060 | $7.1M | 0.33% |
| 62 | MONDELEZ INTL INC | 609207105 | 115,950 | $7.0M | 0.32% |
| 63 | ESSEX PPTY TR INC | 297178105 | 21,780 | $6.2M | 0.29% |
| 64 | BLOCK INC | BSQKZ | 71,890 | $6.1M | 0.28% |
| 65 | MCDONALDS CORP | MCD | 20,670 | $6.0M | 0.28% |
| 66 | ZOETIS INC | ZTS | 35,860 | $5.8M | 0.27% |
| 67 | ON SEMICONDUCTOR CORP | ON | 92,170 | $5.8M | 0.27% |
| 68 | PNC FINL SVCS GROUP INC | 693475105 | 30,010 | $5.8M | 0.27% |
| 69 | DUPONT DE NEMOURS INC | DD | 71,960 | $5.5M | 0.25% |
| 70 | VISTRA CORP | VST | 38,150 | $5.3M | 0.24% |
| 71 | EDWARDS LIFESCIENCES CORP | EW | 69,450 | $5.1M | 0.24% |
| 72 | INSPIRE MED SYS INC | 457730109 | 23,380 | $4.3M | 0.20% |
| 73 | TARGET CORP | TGT | 30,450 | $4.1M | 0.19% |
| 74 | EXXON MOBIL CORP | XOM | 37,630 | $4.0M | 0.19% |
| 75 | TARGA RES CORP | TRGP | 20,700 | $3.7M | 0.17% |
| 76 | BROADCOM INC | AVGO | 15,470 | $3.6M | 0.17% |
| 77 | EQT CORP | EQT | 70,550 | $3.3M | 0.15% |
| 78 | GRACO INC | GGG | 20,470 | $1.7M | 0.08% |
| 79 | EATON CORP PLC | ETN | 5,130 | $1.7M | 0.08% |
| 80 | VISA INC | V | 5,370 | $1.7M | 0.08% |
| 81 | AMERICAN TOWER CORP NEW | 03027X100 | 8,290 | $1.5M | 0.07% |
| 82 | ACCENTURE PLC IRELAND | ACN | 4,070 | $1.4M | 0.07% |
| 83 | PTC INC | PTC | 7,730 | $1.4M | 0.07% |
| 84 | AMETEK INC | AME | 7,200 | $1.3M | 0.06% |
| 85 | APOLLO GLOBAL MGMT INC | 03769M106 | 6,730 | $1.1M | 0.05% |
| 86 | EQUINIX INC | EQIX | 1,160 | $1.1M | 0.05% |
| 87 | NEXTERA ENERGY INC | NEE-PW | 14,180 | $1.0M | 0.05% |
| 88 | TRANE TECHNOLOGIES PLC | TT | 2,630 | $971,391 | 0.04% |
| 89 | S&P GLOBAL INC | SPGI | 1,940 | $966,178 | 0.04% |
| 90 | TEXAS INSTRS INC | 882508104 | 5,100 | $956,301 | 0.04% |
| 91 | CADENCE DESIGN SYSTEM INC | CDNS | 3,060 | $919,408 | 0.04% |
| 92 | ASSURANT INC | AIZN | 4,240 | $904,053 | 0.04% |
| 93 | LULULEMON ATHLETICA INC | LULU | 2,360 | $902,488 | 0.04% |
| 94 | BURLINGTON STORES INC | BURL | 3,140 | $895,088 | 0.04% |
| 95 | ANALOG DEVICES INC | ADI | 4,140 | $879,584 | 0.04% |
| 96 | SHERWIN WILLIAMS CO | SHW | 2,570 | $873,620 | 0.04% |
| 97 | CHURCH & DWIGHT CO INC | CHD | 8,020 | $839,774 | 0.04% |
| 98 | COTERRA ENERGY INC | CTRA | 32,480 | $829,539 | 0.04% |
| 99 | PROCTER AND GAMBLE CO | 742718109 | 4,590 | $769,514 | 0.04% |
| 100 | OREILLY AUTOMOTIVE INC | 67103H107 | 540 | $640,332 | 0.03% |
| 101 | NISOURCE INC | NI | 15,050 | $553,238 | 0.03% |
| 102 | BOOKING HOLDINGS INC | BKNG | 110 | $546,526 | 0.03% |
| 103 | TECHNIPFMC PLC | FTI | 7,870 | $227,758 | 0.01% |