13F HOLDINGS REPORT
Meiji Yasuda America Inc
Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0001172661-26-000645
Total Value
$435.6M
Positions
56
Other Managers
0
Confidential Omitted
No
Holdings (56)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 210,060 | $39.2M | 8.99% |
| 2 | MICROSOFT CORP | MSFT | 69,112 | $33.4M | 7.67% |
| 3 | APPLE INC | AAPL | 107,506 | $29.2M | 6.71% |
| 4 | ALPHABET INC | GOOG | 88,008 | $27.6M | 6.34% |
| 5 | AMAZON COM INC | AMZN | 92,168 | $21.3M | 4.88% |
| 6 | BROADCOM INC | AVGO | 49,409 | $17.1M | 3.93% |
| 7 | META PLATFORMS INC | META | 25,534 | $16.9M | 3.87% |
| 8 | JPMORGAN CHASE & CO. | VYLD | 45,937 | $14.8M | 3.40% |
| 9 | ELI LILLY & CO | LLY | 10,768 | $11.6M | 2.66% |
| 10 | GOLDMAN SACHS GROUP INC | GSCE | 11,118 | $9.8M | 2.24% |
| 11 | GE AEROSPACE | 369604301 | 31,132 | $9.6M | 2.20% |
| 12 | AMERICAN EXPRESS CO | AXP | 23,690 | $8.8M | 2.01% |
| 13 | VISA INC | V | 24,687 | $8.7M | 1.99% |
| 14 | WALMART INC | WMT | 77,124 | $8.6M | 1.97% |
| 15 | CONOCOPHILLIPS | COP | 81,998 | $7.7M | 1.76% |
| 16 | CATERPILLAR INC | CAT | 12,447 | $7.1M | 1.64% |
| 17 | PHILIP MORRIS INTL INC | 718172109 | 43,426 | $7.0M | 1.60% |
| 18 | PALO ALTO NETWORKS INC | PANW | 34,461 | $6.3M | 1.46% |
| 19 | COCA COLA CO | KO | 89,218 | $6.2M | 1.43% |
| 20 | MICRON TECHNOLOGY INC | MU | 21,486 | $6.1M | 1.41% |
| 21 | SERVICENOW INC | NOW | 38,550 | $5.9M | 1.36% |
| 22 | NEXTERA ENERGY INC | NEE-PW | 70,178 | $5.6M | 1.29% |
| 23 | WELLTOWER INC | WELL | 29,993 | $5.6M | 1.28% |
| 24 | UBER TECHNOLOGIES INC | UBER | 67,830 | $5.5M | 1.27% |
| 25 | TESLA INC | TSLA | 11,680 | $5.3M | 1.21% |
| 26 | WASTE MGMT INC DEL | 94106L109 | 23,512 | $5.2M | 1.19% |
| 27 | S&P GLOBAL INC | SPGI | 9,861 | $5.2M | 1.18% |
| 28 | CHUBB LIMITED | CB | 16,343 | $5.1M | 1.17% |
| 29 | INTUIT | INTU | 7,609 | $5.0M | 1.16% |
| 30 | ROYAL CARIBBEAN GROUP | V7780T103 | 17,169 | $4.8M | 1.10% |
| 31 | BOSTON SCIENTIFIC CORP | BSX | 49,376 | $4.7M | 1.08% |
| 32 | PROGRESSIVE CORP | 743315103 | 19,701 | $4.5M | 1.03% |
| 33 | HOME DEPOT INC | HD | 12,853 | $4.4M | 1.02% |
| 34 | GE VERNOVA INC | GEV | 6,541 | $4.3M | 0.98% |
| 35 | AMERICAN ELEC PWR CO INC | 025537101 | 36,698 | $4.2M | 0.97% |
| 36 | DELTA AIR LINES INC DEL | DAL | 58,657 | $4.1M | 0.93% |
| 37 | OREILLY AUTOMOTIVE INC | 67103H107 | 44,403 | $4.0M | 0.93% |
| 38 | WILLIAMS COS INC | 969457100 | 65,937 | $4.0M | 0.91% |
| 39 | CORTEVA INC | CTVA | 56,998 | $3.8M | 0.88% |
| 40 | INSULET CORP | PODD | 12,816 | $3.6M | 0.84% |
| 41 | STRYKER CORPORATION | SYK | 10,215 | $3.6M | 0.82% |
| 42 | ADVANCED MICRO DEVICES INC | AMD | 16,420 | $3.5M | 0.81% |
| 43 | TJX COS INC NEW | 872540109 | 21,963 | $3.4M | 0.77% |
| 44 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 20,379 | $3.3M | 0.76% |
| 45 | SHERWIN WILLIAMS CO | SHW | 10,110 | $3.3M | 0.75% |
| 46 | AMGEN INC | AMGN | 9,812 | $3.2M | 0.74% |
| 47 | GILEAD SCIENCES INC | GILD | 24,934 | $3.1M | 0.70% |
| 48 | APPLIED MATLS INC | 038222105 | 11,115 | $2.9M | 0.66% |
| 49 | DIGITAL RLTY TR INC | 253868103 | 18,390 | $2.8M | 0.65% |
| 50 | DISNEY WALT CO | 254687106 | 24,606 | $2.8M | 0.64% |
| 51 | THERMO FISHER SCIENTIFIC INC | TMO | 4,675 | $2.7M | 0.62% |
| 52 | WINGSTOP INC | WING | 10,148 | $2.4M | 0.56% |
| 53 | UNITEDHEALTH GROUP INC | UNH | 6,103 | $2.0M | 0.46% |
| 54 | VERTEX PHARMACEUTICALS INC | VRTX | 4,216 | $1.9M | 0.44% |
| 55 | NETFLIX INC | NFLX | 15,840 | $1.5M | 0.34% |
| 56 | ZOETIS INC | ZTS | 11,514 | $1.4M | 0.33% |