13F HOLDINGS REPORT
Nippon Life Global Investors Americas, Inc.
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-001938
Total Value
$2.04B
Positions
106
Other Managers
0
Confidential Omitted
No
Holdings (106)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 388,020 | $145.7M | 7.14% |
| 2 | NVIDIA CORPORATION | NVDA | 1,088,180 | $117.9M | 5.78% |
| 3 | AMAZON COM INC | AMZN | 524,130 | $99.7M | 4.89% |
| 4 | APPLE INC | AAPL | 403,420 | $89.6M | 4.40% |
| 5 | ALPHABET INC | GOOG | 456,970 | $71.4M | 3.50% |
| 6 | FISERV INC | FISV | 313,680 | $69.3M | 3.40% |
| 7 | COSTCO WHSL CORP NEW | 22160K105 | 68,380 | $64.7M | 3.17% |
| 8 | 3M CO | MMM | 429,850 | $63.1M | 3.10% |
| 9 | UNITEDHEALTH GROUP INC | UNH | 115,290 | $60.4M | 2.96% |
| 10 | ELI LILLY & CO | LLY | 69,790 | $57.6M | 2.83% |
| 11 | INTUIT | INTU | 93,010 | $57.1M | 2.80% |
| 12 | REPUBLIC SVCS INC | 760759100 | 229,780 | $55.6M | 2.73% |
| 13 | SERVICENOW INC | NOW | 63,230 | $50.3M | 2.47% |
| 14 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 290,210 | $50.1M | 2.46% |
| 15 | NETFLIX INC | NFLX | 52,440 | $48.9M | 2.40% |
| 16 | META PLATFORMS INC | META | 78,900 | $45.5M | 2.23% |
| 17 | JPMORGAN CHASE & CO. | VYLD | 177,720 | $43.6M | 2.14% |
| 18 | CARDINAL HEALTH INC | CAH | 312,410 | $43.0M | 2.11% |
| 19 | PROGRESSIVE CORP | 743315103 | 148,870 | $42.1M | 2.07% |
| 20 | MEDTRONIC PLC | MDT | 428,100 | $38.8M | 1.90% |
| 21 | ECOLAB INC | ECL | 123,610 | $31.4M | 1.54% |
| 22 | DISNEY WALT CO | 254687106 | 308,980 | $30.5M | 1.50% |
| 23 | WALMART INC | WMT | 336,460 | $29.6M | 1.45% |
| 24 | CHEVRON CORP NEW | CVX | 175,500 | $29.4M | 1.44% |
| 25 | WELLS FARGO CO NEW | 949746101 | 391,200 | $28.1M | 1.38% |
| 26 | ROYAL CARIBBEAN GROUP | V7780T103 | 131,820 | $27.2M | 1.33% |
| 27 | TJX COS INC NEW | 872540109 | 218,010 | $26.6M | 1.30% |
| 28 | CBRE GROUP INC | CBRE | 200,370 | $26.2M | 1.29% |
| 29 | CONSTELLATION ENERGY CORP | CEG | 124,560 | $25.1M | 1.23% |
| 30 | MARVELL TECHNOLOGY INC | MRVL | 355,020 | $21.9M | 1.07% |
| 31 | GE AEROSPACE | 369604301 | 105,360 | $21.1M | 1.04% |
| 32 | BROADCOM INC | AVGO | 120,660 | $20.2M | 0.99% |
| 33 | COCA COLA CO | KO | 235,330 | $17.0M | 0.83% |
| 34 | WILLSCOT HLDGS CORP | WSC | 596,970 | $16.6M | 0.81% |
| 35 | CINTAS CORP | CTAS | 77,240 | $15.9M | 0.78% |
| 36 | TARGA RES CORP | TRGP | 78,600 | $15.8M | 0.77% |
| 37 | LAM RESEARCH CORP | LRCX | 213,520 | $15.6M | 0.76% |
| 38 | TESLA INC | TSLA | 57,290 | $14.8M | 0.73% |
| 39 | FAIR ISAAC CORP | FICO | 8,040 | $14.8M | 0.73% |
| 40 | GOLDMAN SACHS GROUP INC | GSCE | 26,040 | $14.2M | 0.70% |
| 41 | DOCUSIGN INC | DOCU | 174,160 | $14.2M | 0.70% |
| 42 | AMERIPRISE FINL INC | 03076C106 | 28,030 | $13.6M | 0.67% |
| 43 | AMERICAN EXPRESS CO | AXP | 49,510 | $13.3M | 0.65% |
| 44 | AUTOZONE INC | AZO | 3,010 | $11.5M | 0.56% |
| 45 | AMPHENOL CORP NEW | 032095101 | 159,030 | $10.5M | 0.51% |
| 46 | BECTON DICKINSON & CO | BDX | 45,560 | $10.4M | 0.51% |
| 47 | MARRIOTT INTL INC NEW | 571903202 | 39,650 | $9.4M | 0.46% |
| 48 | ABBVIE INC | ABBV | 44,680 | $9.4M | 0.46% |
| 49 | LINDE PLC | LIN | 19,860 | $9.2M | 0.45% |
| 50 | AON PLC | AON | 22,670 | $9.0M | 0.44% |
| 51 | THERMO FISHER SCIENTIFIC INC | TMO | 18,130 | $9.0M | 0.44% |
| 52 | CHIPOTLE MEXICAN GRILL INC | CMG | 172,720 | $8.7M | 0.43% |
| 53 | MONDELEZ INTL INC | 609207105 | 124,580 | $8.5M | 0.42% |
| 54 | OTIS WORLDWIDE CORP | OTIS | 81,450 | $8.4M | 0.41% |
| 55 | IQVIA HLDGS INC | IQV | 47,350 | $8.3M | 0.41% |
| 56 | MASTERCARD INCORPORATED | MA | 13,010 | $7.1M | 0.35% |
| 57 | CITIGROUP INC | C-PR | 99,310 | $7.1M | 0.35% |
| 58 | ESSEX PPTY TR INC | 297178105 | 21,780 | $6.7M | 0.33% |
| 59 | MCDONALDS CORP | MCD | 20,670 | $6.5M | 0.32% |
| 60 | ZOETIS INC | ZTS | 38,740 | $6.4M | 0.31% |
| 61 | FLOWSERVE CORP | FLS | 128,900 | $6.3M | 0.31% |
| 62 | PLANET FITNESS INC | PLNT | 59,080 | $5.7M | 0.28% |
| 63 | MERCK & CO INC | MRK | 60,170 | $5.5M | 0.27% |
| 64 | DUPONT DE NEMOURS INC | DD | 71,960 | $5.4M | 0.26% |
| 65 | PNC FINL SVCS GROUP INC | 693475105 | 30,010 | $5.3M | 0.26% |
| 66 | IRON MTN INC DEL | 46284V101 | 58,610 | $5.1M | 0.25% |
| 67 | EDWARDS LIFESCIENCES CORP | EW | 69,450 | $5.0M | 0.25% |
| 68 | VISTRA CORP | VST | 41,320 | $4.9M | 0.24% |
| 69 | EQT CORP | EQT | 76,940 | $4.1M | 0.20% |
| 70 | INSPIRE MED SYS INC | 457730109 | 23,380 | $3.7M | 0.18% |
| 71 | MARATHON PETE CORP | MARA | 25,280 | $3.7M | 0.18% |
| 72 | CONOCOPHILLIPS | COP | 34,390 | $3.6M | 0.18% |
| 73 | BANK AMERICA CORP | 060505104 | 83,990 | $3.5M | 0.17% |
| 74 | GRACO INC | GGG | 26,120 | $2.2M | 0.11% |
| 75 | BLOCK INC | BSQKZ | 39,480 | $2.1M | 0.11% |
| 76 | PROCTER AND GAMBLE CO | 742718109 | 9,970 | $1.7M | 0.08% |
| 77 | EATON CORP PLC | ETN | 6,110 | $1.7M | 0.08% |
| 78 | AMERICAN TOWER CORP NEW | 03027X100 | 7,550 | $1.6M | 0.08% |
| 79 | ACCENTURE PLC IRELAND | ACN | 4,980 | $1.6M | 0.08% |
| 80 | VISA INC | V | 4,320 | $1.5M | 0.07% |
| 81 | PTC INC | PTC | 8,490 | $1.3M | 0.06% |
| 82 | EXXON MOBIL CORP | XOM | 11,030 | $1.3M | 0.06% |
| 83 | CME GROUP INC | CME | 4,810 | $1.3M | 0.06% |
| 84 | NEXTERA ENERGY INC | NEE-PW | 16,570 | $1.2M | 0.06% |
| 85 | ASSURANT INC | AIZN | 5,510 | $1.2M | 0.06% |
| 86 | OREILLY AUTOMOTIVE INC | 67103H107 | 750 | $1.1M | 0.05% |
| 87 | TRANE TECHNOLOGIES PLC | TT | 3,090 | $1.0M | 0.05% |
| 88 | EQUINIX INC | EQIX | 1,260 | $1.0M | 0.05% |
| 89 | CHURCH & DWIGHT CO INC | CHD | 8,930 | $983,104 | 0.05% |
| 90 | TEXAS INSTRS INC | 882508104 | 5,410 | $972,177 | 0.05% |
| 91 | NISOURCE INC | NI | 23,110 | $926,480 | 0.05% |
| 92 | BURLINGTON STORES INC | BURL | 3,590 | $855,605 | 0.04% |
| 93 | SHERWIN WILLIAMS CO | SHW | 2,350 | $820,597 | 0.04% |
| 94 | ADVANCED MICRO DEVICES INC | AMD | 7,720 | $793,153 | 0.04% |
| 95 | AMETEK INC | AME | 4,580 | $788,401 | 0.04% |
| 96 | ANALOG DEVICES INC | ADI | 3,290 | $663,494 | 0.03% |
| 97 | ULTA BEAUTY INC | ULTA | 1,810 | $663,437 | 0.03% |
| 98 | CADENCE DESIGN SYSTEM INC | CDNS | 2,520 | $640,912 | 0.03% |
| 99 | S&P GLOBAL INC | SPGI | 1,180 | $599,558 | 0.03% |
| 100 | BOOKING HOLDINGS INC | BKNG | 120 | $552,829 | 0.03% |
| 101 | LULULEMON ATHLETICA INC | LULU | 1,900 | $537,814 | 0.03% |
| 102 | ON SEMICONDUCTOR CORP | ON | 12,650 | $514,729 | 0.03% |
| 103 | APPLIED MATLS INC | 038222105 | 2,940 | $426,653 | 0.02% |
| 104 | COTERRA ENERGY INC | CTRA | 13,030 | $376,567 | 0.02% |
| 105 | TECHNIPFMC PLC | FTI | 11,250 | $356,906 | 0.02% |
| 106 | CHENIERE ENERGY INC | LNG | 1,440 | $333,216 | 0.02% |