Institutional Manager · CIK 0002072353
Meiji Yasuda America Inc
New York, NY · File #028-26245
Latest AUM
$435.6M
Positions
56
Top-10 Concentration
52.1%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 210,060 | $39.2M | 9.25% |
| 2 | MICROSOFT CORP | MSFT | 69,112 | $33.4M | 7.89% |
| 3 | APPLE INC | AAPL | 107,506 | $29.2M | 6.90% |
| 4 | ALPHABET INC | GOOG | 88,008 | $27.6M | 6.52% |
| 5 | AMAZON COM INC | AMZN | 92,168 | $21.3M | 5.02% |
| 6 | BROADCOM INC | AVGO | 49,409 | $17.1M | 4.04% |
| 7 | META PLATFORMS INC | META | 25,534 | $16.9M | 3.98% |
| 8 | JPMORGAN CHASE & CO. | VYLD | 45,937 | $14.8M | 3.49% |
| 9 | ELI LILLY & CO | LLY | 10,768 | $11.6M | 2.73% |
| 10 | GOLDMAN SACHS GROUP INC | GSCE | 11,118 | $9.8M | 2.31% |
| 11 | GE AEROSPACE | 369604301 | 31,132 | $9.6M | 2.26% |
| 12 | AMERICAN EXPRESS CO | AXP | 23,690 | $8.8M | 2.07% |
| 13 | VISA INC | V | 24,687 | $8.7M | 2.04% |
| 14 | WALMART INC | WMT | 77,124 | $8.6M | 2.03% |
| 15 | CONOCOPHILLIPS | COP | 81,998 | $7.7M | 1.81% |
| 16 | CATERPILLAR INC | CAT | 12,447 | $7.1M | 1.68% |
| 17 | PHILIP MORRIS INTL INC | 718172109 | 43,426 | $7.0M | 1.64% |
| 18 | PALO ALTO NETWORKS INC | PANW | 34,461 | $6.3M | 1.50% |
| 19 | COCA COLA CO | KO | 89,218 | $6.2M | 1.47% |
| 20 | MICRON TECHNOLOGY INC | MU | 21,486 | $6.1M | 1.45% |