13F HOLDINGS REPORT
Nippon Life Global Investors Americas, Inc.
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003366
Total Value
$2.28B
Positions
109
Other Managers
0
Confidential Omitted
No
Holdings (109)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 384,050 | $191.0M | 8.40% |
| 2 | NVIDIA CORPORATION | NVDA | 1,107,290 | $175.0M | 7.69% |
| 3 | AMAZON COM INC | AMZN | 530,650 | $116.4M | 5.12% |
| 4 | META PLATFORMS INC | META | 108,170 | $79.8M | 3.51% |
| 5 | APPLE INC | AAPL | 369,280 | $75.8M | 3.33% |
| 6 | INTUIT | INTU | 87,960 | $69.3M | 3.04% |
| 7 | 3M CO | MMM | 454,340 | $69.2M | 3.04% |
| 8 | COSTCO WHSL CORP NEW | 22160K105 | 68,200 | $67.5M | 2.97% |
| 9 | BROADCOM INC | AVGO | 243,940 | $67.2M | 2.96% |
| 10 | SERVICENOW INC | NOW | 60,330 | $62.0M | 2.73% |
| 11 | NETFLIX INC | NFLX | 44,240 | $59.2M | 2.60% |
| 12 | ELI LILLY & CO | LLY | 74,600 | $58.2M | 2.56% |
| 13 | JPMORGAN CHASE & CO. | VYLD | 185,920 | $53.9M | 2.37% |
| 14 | MEDTRONIC PLC | MDT | 578,300 | $50.8M | 2.23% |
| 15 | WELLS FARGO CO NEW | 949746101 | 606,330 | $48.6M | 2.14% |
| 16 | MASTERCARD INCORPORATED | MA | 83,690 | $47.0M | 2.07% |
| 17 | DISNEY WALT CO | 254687106 | 362,770 | $45.2M | 1.98% |
| 18 | REPUBLIC SVCS INC | 760759100 | 181,500 | $44.8M | 1.97% |
| 19 | ALPHABET INC | GOOG | 240,690 | $42.7M | 1.88% |
| 20 | CARDINAL HEALTH INC | CAH | 209,480 | $35.2M | 1.55% |
| 21 | ROYAL CARIBBEAN GROUP | V7780T103 | 110,330 | $34.6M | 1.52% |
| 22 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 187,180 | $34.3M | 1.51% |
| 23 | BOEING CO | BA-PA | 160,180 | $33.6M | 1.48% |
| 24 | WALMART INC | WMT | 337,080 | $33.0M | 1.45% |
| 25 | PROGRESSIVE CORP | 743315103 | 119,020 | $31.8M | 1.40% |
| 26 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 401,640 | $29.7M | 1.31% |
| 27 | VISTRA CORP | VST | 149,060 | $28.9M | 1.27% |
| 28 | CBRE GROUP INC | CBRE | 189,920 | $26.6M | 1.17% |
| 29 | FMC CORP | FMC | 617,830 | $26.0M | 1.14% |
| 30 | TJX COS INC NEW | 872540109 | 202,070 | $25.0M | 1.10% |
| 31 | CITIGROUP INC | C-PR | 267,230 | $22.7M | 1.00% |
| 32 | LAM RESEARCH CORP | LRCX | 226,140 | $22.1M | 0.97% |
| 33 | MARVELL TECHNOLOGY INC | MRVL | 283,560 | $21.9M | 0.96% |
| 34 | TESLA INC | TSLA | 68,510 | $21.8M | 0.96% |
| 35 | EQT CORP | EQT | 353,970 | $20.6M | 0.91% |
| 36 | MARATHON PETE CORP | MARA | 112,140 | $18.6M | 0.82% |
| 37 | T-MOBILE US INC | TMUSZ | 76,820 | $18.3M | 0.80% |
| 38 | CINTAS CORP | CTAS | 77,980 | $17.4M | 0.76% |
| 39 | DOCUSIGN INC | DOCU | 217,210 | $16.9M | 0.74% |
| 40 | COCA COLA CO | KO | 235,330 | $16.8M | 0.74% |
| 41 | AMERICAN EXPRESS CO | AXP | 48,870 | $15.6M | 0.69% |
| 42 | IRON MTN INC DEL | 46284V101 | 148,120 | $15.3M | 0.67% |
| 43 | GOLDMAN SACHS GROUP INC | GSCE | 20,950 | $14.8M | 0.65% |
| 44 | CONSTELLATION ENERGY CORP | CEG | 45,740 | $14.8M | 0.65% |
| 45 | AMPHENOL CORP NEW | 032095101 | 149,180 | $14.8M | 0.65% |
| 46 | LINDE PLC | LIN | 29,130 | $13.7M | 0.60% |
| 47 | AON PLC | AON | 35,110 | $12.5M | 0.55% |
| 48 | AMERIPRISE FINL INC | 03076C106 | 22,700 | $12.1M | 0.53% |
| 49 | MARRIOTT INTL INC NEW | 571903202 | 39,430 | $10.8M | 0.47% |
| 50 | AUTOZONE INC | AZO | 2,870 | $10.7M | 0.47% |
| 51 | EXELON CORP | EXC | 239,860 | $10.4M | 0.46% |
| 52 | IQVIA HLDGS INC | IQV | 61,870 | $9.8M | 0.43% |
| 53 | CHIPOTLE MEXICAN GRILL INC | CMG | 170,510 | $9.6M | 0.42% |
| 54 | GE AEROSPACE | 369604301 | 37,020 | $9.5M | 0.42% |
| 55 | FLOWSERVE CORP | FLS | 164,250 | $8.6M | 0.38% |
| 56 | ABBVIE INC | ABBV | 44,940 | $8.3M | 0.37% |
| 57 | MONDELEZ INTL INC | 609207105 | 116,900 | $7.9M | 0.35% |
| 58 | PLANET FITNESS INC | PLNT | 66,670 | $7.3M | 0.32% |
| 59 | APOLLO GLOBAL MGMT INC | 03769M106 | 48,910 | $6.9M | 0.30% |
| 60 | ECOLAB INC | ECL | 22,840 | $6.2M | 0.27% |
| 61 | MCDONALDS CORP | MCD | 20,670 | $6.0M | 0.27% |
| 62 | DEXCOM INC | DXCM | 64,100 | $5.6M | 0.25% |
| 63 | CHEVRON CORP NEW | CVX | 38,440 | $5.5M | 0.24% |
| 64 | ZOETIS INC | ZTS | 34,860 | $5.4M | 0.24% |
| 65 | EXACT SCIENCES CORP | 30063P105 | 99,430 | $5.3M | 0.23% |
| 66 | CVS HEALTH CORP | CVS | 72,600 | $5.0M | 0.22% |
| 67 | EDWARDS LIFESCIENCES CORP | EW | 61,300 | $4.8M | 0.21% |
| 68 | ANALOG DEVICES INC | ADI | 17,880 | $4.3M | 0.19% |
| 69 | CONOCOPHILLIPS | COP | 41,600 | $3.7M | 0.16% |
| 70 | BANK AMERICA CORP | 060505104 | 77,820 | $3.7M | 0.16% |
| 71 | F5 INC | FFIV | 11,580 | $3.4M | 0.15% |
| 72 | ROLLINS INC | ROL | 54,570 | $3.1M | 0.14% |
| 73 | TARGA RES CORP | TRGP | 15,830 | $2.8M | 0.12% |
| 74 | GRACO INC | GGG | 28,280 | $2.4M | 0.11% |
| 75 | EATON CORP PLC | ETN | 6,470 | $2.3M | 0.10% |
| 76 | THERMO FISHER SCIENTIFIC INC | TMO | 4,470 | $1.8M | 0.08% |
| 77 | ACCENTURE PLC IRELAND | ACN | 5,860 | $1.8M | 0.08% |
| 78 | HOME DEPOT INC | HD | 4,570 | $1.7M | 0.07% |
| 79 | PROCTER AND GAMBLE CO | 742718109 | 10,060 | $1.6M | 0.07% |
| 80 | OTIS WORLDWIDE CORP | OTIS | 15,980 | $1.6M | 0.07% |
| 81 | VISA INC | V | 4,330 | $1.5M | 0.07% |
| 82 | AMERICAN TOWER CORP NEW | 03027X100 | 6,370 | $1.4M | 0.06% |
| 83 | ADVANCED MICRO DEVICES INC | AMD | 9,240 | $1.3M | 0.06% |
| 84 | AT&T INC | T-PC | 44,920 | $1.3M | 0.06% |
| 85 | CME GROUP INC | CME | 4,710 | $1.3M | 0.06% |
| 86 | PTC INC | PTC | 7,340 | $1.3M | 0.06% |
| 87 | TRANE TECHNOLOGIES PLC | TT | 2,590 | $1.1M | 0.05% |
| 88 | ASSURANT INC | AIZN | 5,620 | $1.1M | 0.05% |
| 89 | WILLSCOT HLDGS CORP | WSC | 36,160 | $990,784 | 0.04% |
| 90 | CADENCE DESIGN SYSTEM INC | CDNS | 3,210 | $989,162 | 0.04% |
| 91 | EQUINIX INC | EQIX | 1,240 | $986,383 | 0.04% |
| 92 | SEMPRA | SREA | 12,440 | $949,800 | 0.04% |
| 93 | TEXAS INSTRS INC | 882508104 | 4,020 | $834,632 | 0.04% |
| 94 | SHERWIN WILLIAMS CO | SHW | 2,400 | $824,064 | 0.04% |
| 95 | AMETEK INC | AME | 4,140 | $749,174 | 0.03% |
| 96 | BURLINGTON STORES INC | BURL | 3,200 | $744,448 | 0.03% |
| 97 | PHILLIPS 66 | PSX | 6,090 | $726,537 | 0.03% |
| 98 | OREILLY AUTOMOTIVE INC | 67103H107 | 7,860 | $708,422 | 0.03% |
| 99 | CHURCH & DWIGHT CO INC | CHD | 7,350 | $706,409 | 0.03% |
| 100 | BOOKING HOLDINGS INC | BKNG | 120 | $694,709 | 0.03% |
| 101 | APPLIED MATLS INC | 038222105 | 3,560 | $651,729 | 0.03% |
| 102 | EXXON MOBIL CORP | XOM | 6,040 | $651,112 | 0.03% |
| 103 | ON SEMICONDUCTOR CORP | ON | 12,090 | $633,637 | 0.03% |
| 104 | COTERRA ENERGY INC | CTRA | 20,430 | $518,513 | 0.02% |
| 105 | TAPESTRY INC | TPR | 5,740 | $504,029 | 0.02% |
| 106 | ULTA BEAUTY INC | ULTA | 1,010 | $472,498 | 0.02% |
| 107 | S&P GLOBAL INC | SPGI | 780 | $411,286 | 0.02% |
| 108 | CHENIERE ENERGY INC | LNG | 1,160 | $282,483 | 0.01% |
| 109 | ON HLDG AG | H5919C104 | 5,250 | $273,263 | 0.01% |