StockDriftsStockDriftsTop 50 Meiji Yasuda America Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 8.94% | 267.0K | $53.4M | +28.84%(+59.76K) | $185.66(+18.74%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.62% | 136.6K | $39.5M | +28.84%(+30.58K) | $264.31(+16.03%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 6.56% | 111.0K | $39.2M | +27.82%(+24.15K) | $286.20(+22.46%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.48% | 87.8K | $32.8M | +28.84%(+19.66K) | $470.61(+6.83%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 4.84% | 25.0K | $28.9M | +18.13%(+3.84K) | $304.90(+182.72%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.41% | 110.6K | $26.4M | +21.67%(+19.70K) | $224.21(+22.63%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.97% | 62.8K | $23.7M | +28.84%(+14.05K) | $342.85(+22.61%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 3.06% | 15.3K | $18.3M | +37.89%(+4.20K) | $954.53(+28.74%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.9% | 53.0K | $17.3M | +16.89%(+7.65K) | $316.91(+14.07%) | 2026-06-30 | |
| META | META PLATFORMS INC | 2.52% | 26.7K | $15.0M | +27.81%(+5.81K) | $665.16(-10.28%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.95% |
| Top 20 Holdings Unweighted | — | — | — | — | +21.70% |
Meiji Yasuda America Inc reports $597.57M in US-listed equity holdings across 57 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (8.9%), AAPL (6.6%) and GOOG (6.6%). The top 20 holdings account for 69.23% of reported assets. Its disclosed equity book has returned +10.95% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Meiji Yasuda America Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2072353). View Meiji Yasuda America Inc’s 13F filings on SEC