13F HOLDINGS REPORT
Nippon Life Global Investors Americas, Inc.
Quarter ended Q3 2025 · Filed October 29, 2025 · Accession 0001172661-25-004470
Total Value
$2.37B
Positions
106
Other Managers
0
Confidential Omitted
No
Holdings (106)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 1,137,720 | $212.3M | 8.95% |
| 2 | MICROSOFT CORP | MSFT | 387,190 | $200.5M | 8.46% |
| 3 | AMAZON COM INC | AMZN | 536,250 | $117.7M | 4.97% |
| 4 | META PLATFORMS INC | META | 139,620 | $102.5M | 4.32% |
| 5 | BROADCOM INC | AVGO | 303,380 | $100.1M | 4.22% |
| 6 | APPLE INC | AAPL | 340,060 | $86.6M | 3.65% |
| 7 | CITIGROUP INC | C-PR | 687,740 | $69.8M | 2.94% |
| 8 | 3M CO | MMM | 447,880 | $69.5M | 2.93% |
| 9 | COSTCO WHSL CORP NEW | 22160K105 | 64,270 | $59.5M | 2.51% |
| 10 | SERVICENOW INC | NOW | 62,770 | $57.8M | 2.44% |
| 11 | ELI LILLY & CO | LLY | 75,280 | $57.4M | 2.42% |
| 12 | NETFLIX INC | NFLX | 46,390 | $55.6M | 2.35% |
| 13 | MEDTRONIC PLC | MDT | 553,170 | $53.1M | 2.24% |
| 14 | AMPHENOL CORP NEW | 032095101 | 395,060 | $48.9M | 2.06% |
| 15 | GOLDMAN SACHS GROUP INC | GSCE | 55,440 | $44.1M | 1.86% |
| 16 | BANK AMERICA CORP | 060505104 | 846,280 | $43.7M | 1.84% |
| 17 | ALPHABET INC | GOOG | 177,600 | $43.3M | 1.82% |
| 18 | BOEING CO | BA-PA | 189,330 | $40.9M | 1.72% |
| 19 | TESLA INC | TSLA | 90,570 | $40.3M | 1.70% |
| 20 | ROYAL CARIBBEAN GROUP | V7780T103 | 121,850 | $39.6M | 1.67% |
| 21 | MASTERCARD INCORPORATED | MA | 68,450 | $38.9M | 1.64% |
| 22 | DISNEY WALT CO | 254687106 | 339,950 | $38.9M | 1.64% |
| 23 | WALMART INC | WMT | 360,040 | $37.1M | 1.56% |
| 24 | DOCUSIGN INC | DOCU | 508,590 | $36.7M | 1.55% |
| 25 | AON PLC | AON | 94,730 | $33.8M | 1.42% |
| 26 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 426,950 | $32.1M | 1.35% |
| 27 | LAM RESEARCH CORP | LRCX | 235,330 | $31.6M | 1.33% |
| 28 | CBRE GROUP INC | CBRE | 195,770 | $30.8M | 1.30% |
| 29 | CARDINAL HEALTH INC | CAH | 176,890 | $27.8M | 1.17% |
| 30 | TJX COS INC NEW | 872540109 | 180,080 | $26.0M | 1.10% |
| 31 | VISTRA CORP | VST | 129,110 | $25.3M | 1.07% |
| 32 | AERCAP HOLDINGS NV | AER | 181,770 | $22.0M | 0.93% |
| 33 | MARATHON PETE CORP | MARA | 111,790 | $21.5M | 0.91% |
| 34 | FMC CORP | FMC | 617,830 | $21.1M | 0.89% |
| 35 | CATERPILLAR INC | CAT | 42,460 | $20.3M | 0.85% |
| 36 | EQT CORP | EQT | 359,840 | $19.6M | 0.83% |
| 37 | AMERICAN EXPRESS CO | AXP | 55,110 | $18.3M | 0.77% |
| 38 | F5 INC | FFIV | 55,840 | $18.0M | 0.76% |
| 39 | JPMORGAN CHASE & CO. | VYLD | 56,650 | $17.9M | 0.75% |
| 40 | IRON MTN INC DEL | 46284V101 | 151,450 | $15.5M | 0.66% |
| 41 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 92,200 | $15.5M | 0.66% |
| 42 | REPUBLIC SVCS INC | 760759100 | 65,400 | $15.0M | 0.63% |
| 43 | CONSTELLATION ENERGY CORP | CEG | 42,580 | $14.0M | 0.59% |
| 44 | RYDER SYS INC | R | 71,670 | $13.5M | 0.57% |
| 45 | LINDE PLC | LIN | 27,790 | $13.2M | 0.56% |
| 46 | PG&E CORP | PCG-PX | 871,260 | $13.2M | 0.55% |
| 47 | APOLLO GLOBAL MGMT INC | 03769M106 | 89,270 | $11.9M | 0.50% |
| 48 | ABBVIE INC | ABBV | 47,970 | $11.1M | 0.47% |
| 49 | IQVIA HLDGS INC | IQV | 58,130 | $11.0M | 0.47% |
| 50 | AMERIPRISE FINL INC | 03076C106 | 21,210 | $10.4M | 0.44% |
| 51 | AUTOZONE INC | AZO | 2,310 | $9.9M | 0.42% |
| 52 | MARRIOTT INTL INC NEW | 571903202 | 36,370 | $9.5M | 0.40% |
| 53 | FLOWSERVE CORP | FLS | 164,250 | $8.8M | 0.37% |
| 54 | S&P GLOBAL INC | SPGI | 16,260 | $7.9M | 0.33% |
| 55 | BELLRING BRANDS INC | BRBR | 214,620 | $7.8M | 0.33% |
| 56 | HOME DEPOT INC | HD | 18,520 | $7.5M | 0.32% |
| 57 | MONDELEZ INTL INC | 609207105 | 115,350 | $7.3M | 0.31% |
| 58 | CVS HEALTH CORP | CVS | 89,250 | $6.7M | 0.28% |
| 59 | TAPESTRY INC | TPR | 52,960 | $6.0M | 0.25% |
| 60 | CHEVRON CORP NEW | CVX | 38,010 | $5.9M | 0.25% |
| 61 | PROGRESSIVE CORP | 743315103 | 23,740 | $5.9M | 0.25% |
| 62 | ECOLAB INC | ECL | 20,930 | $5.7M | 0.24% |
| 63 | DEXCOM INC | DXCM | 76,260 | $5.1M | 0.22% |
| 64 | EXACT SCIENCES CORP | 30063P105 | 87,510 | $4.8M | 0.20% |
| 65 | ZOETIS INC | ZTS | 30,320 | $4.4M | 0.19% |
| 66 | EDWARDS LIFESCIENCES CORP | EW | 51,840 | $4.0M | 0.17% |
| 67 | ROLLINS INC | ROL | 66,770 | $3.9M | 0.17% |
| 68 | CONOCOPHILLIPS | COP | 40,870 | $3.9M | 0.16% |
| 69 | COCA COLA CO | KO | 53,790 | $3.6M | 0.15% |
| 70 | NIKE INC | NKE | 50,990 | $3.6M | 0.15% |
| 71 | TARGA RES CORP | TRGP | 16,640 | $2.8M | 0.12% |
| 72 | MAGNITE INC | MGNI | 120,350 | $2.6M | 0.11% |
| 73 | EATON CORP PLC | ETN | 6,060 | $2.3M | 0.10% |
| 74 | SNOWFLAKE INC | SNOW | 9,720 | $2.2M | 0.09% |
| 75 | GRACO INC | GGG | 23,880 | $2.0M | 0.09% |
| 76 | VISA INC | V | 5,300 | $1.8M | 0.08% |
| 77 | ADVANCED MICRO DEVICES INC | AMD | 11,100 | $1.8M | 0.08% |
| 78 | THERMO FISHER SCIENTIFIC INC | TMO | 3,690 | $1.8M | 0.08% |
| 79 | OTIS WORLDWIDE CORP | OTIS | 19,210 | $1.8M | 0.07% |
| 80 | PTC INC | PTC | 8,580 | $1.7M | 0.07% |
| 81 | CINTAS CORP | CTAS | 7,620 | $1.6M | 0.07% |
| 82 | PROCTER AND GAMBLE CO | 742718109 | 9,600 | $1.5M | 0.06% |
| 83 | EQUINIX INC | EQIX | 1,740 | $1.4M | 0.06% |
| 84 | AMERICAN TOWER CORP NEW | 03027X100 | 7,020 | $1.4M | 0.06% |
| 85 | ASSURANT INC | AIZN | 5,950 | $1.3M | 0.05% |
| 86 | AT&T INC | T-PC | 44,560 | $1.3M | 0.05% |
| 87 | CADENCE DESIGN SYSTEM INC | CDNS | 3,360 | $1.2M | 0.05% |
| 88 | MARVELL TECHNOLOGY INC | MRVL | 13,600 | $1.1M | 0.05% |
| 89 | VERTEX PHARMACEUTICALS INC | VRTX | 2,830 | $1.1M | 0.05% |
| 90 | SHERWIN WILLIAMS CO | SHW | 2,830 | $979,916 | 0.04% |
| 91 | TRANE TECHNOLOGIES PLC | TT | 2,220 | $936,751 | 0.04% |
| 92 | CHURCH & DWIGHT CO INC | CHD | 10,200 | $893,826 | 0.04% |
| 93 | OREILLY AUTOMOTIVE INC | 67103H107 | 7,690 | $829,059 | 0.03% |
| 94 | EXXON MOBIL CORP | XOM | 6,750 | $761,063 | 0.03% |
| 95 | ULTA BEAUTY INC | ULTA | 1,360 | $743,580 | 0.03% |
| 96 | BOOKING HOLDINGS INC | BKNG | 130 | $701,905 | 0.03% |
| 97 | BURLINGTON STORES INC | BURL | 2,750 | $699,875 | 0.03% |
| 98 | PHILLIPS 66 | PSX | 4,700 | $639,294 | 0.03% |
| 99 | NISOURCE INC | NI | 13,760 | $595,808 | 0.03% |
| 100 | PLANET FITNESS INC | PLNT | 5,310 | $551,178 | 0.02% |
| 101 | AMETEK INC | AME | 2,910 | $547,080 | 0.02% |
| 102 | SEMPRA | SREA | 5,950 | $535,381 | 0.02% |
| 103 | COTERRA ENERGY INC | CTRA | 21,580 | $510,367 | 0.02% |
| 104 | T-MOBILE US INC | TMUSZ | 1,660 | $397,371 | 0.02% |
| 105 | LATTICE SEMICONDUCTOR CORP | LSCC | 5,150 | $377,598 | 0.02% |
| 106 | CHENIERE ENERGY INC | LNG | 1,350 | $317,223 | 0.01% |