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Meiji Yasuda America Inc

Portfolio Manager
Meiji Yasuda America Inc
Performance
-6.99% (2026 Q1)
AUM (13F)
$404.44M
# of Holdings
57
Performance Rank
Allocation (Top 20)
66.62%

Meiji Yasuda America Inc Holdings Map

Top 50 Meiji Yasuda America Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
8.94%207.2K$36.1M
-1.36%(-2.85K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 210.1K shares2026-Q1: 207.2K shares
$186.54(+4.44%)
2026-03-31
AAPL
APPLE INC
6.65%106.0K$26.9M
-1.36%(-1.46K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 107.5K shares2026-Q1: 106.0K shares
$263.24(+17.24%)
2026-03-31
MSFT
MICROSOFT CORP
6.24%68.2K$25.2M
-1.36%(-937)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 69.1K shares2026-Q1: 68.2K shares
$500.79(-22.02%)
2026-03-31
GOOG
ALPHABET INC
6.16%86.8K$24.9M
-1.36%(-1.19K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 88.0K shares2026-Q1: 86.8K shares
$278.67(+27.81%)
2026-03-31
AMZN
AMAZON COM INC
4.68%90.9K$18.9M
-1.36%(-1.25K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 92.2K shares2026-Q1: 90.9K shares
$225.20(+7.76%)
2026-03-31
AVGO
BROADCOM INC
3.73%48.7K$15.1M
-1.36%(-670)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 49.4K shares2026-Q1: 48.7K shares
$344.94(+4.50%)
2026-03-31
JPM
JPMORGAN CHASE & CO
3.3%45.3K$13.3M
-1.36%(-623)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 45.9K shares2026-Q1: 45.3K shares
$318.82(+4.91%)
2026-03-31
META
META PLATFORMS INC
2.95%20.9K$11.9M
-18.20%(-4.65K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 25.5K shares2026-Q1: 20.9K shares
$697.24(-16.40%)
2026-03-31
COP
CONOCOPHILLIPS
2.84%86.9K$11.5M
+5.97%(+4.90K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 82.0K shares2026-Q1: 86.9K shares
$95.15(+10.06%)
2026-03-31
LLY
ELI LILLY & CO
2.52%11.1K$10.2M
+2.82%(+304)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 10.8K shares2026-Q1: 11.1K shares
$920.99(+31.80%)
2026-03-31

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