StockDriftsStockDriftsTop 50 Meiji Yasuda Asset Management CO LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3.98% | 442.2K | $88.5M | -9.93%(-48.78K) | $17.54(+1188.99%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.41% | 261.9K | $75.8M | -5.65%(-15.69K) | $120.35(+153.73%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.89% | 179.7K | $64.2M | -1.33%(-2.42K) | $94.43(+265.07%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.56% | 152.2K | $56.8M | -0.59%(-901) | $221.13(+119.82%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.99% | 185.6K | $44.2M | +0.17%(+314) | $132.40(+98.29%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.58% | 92.8K | $35.1M | -6.11%(-6.04K) | $97.27(+304.78%) | 2026-06-30 | |
| VZ | VERIZON COMMUNICATIONS INC | 1.17% | 613.1K | $26.0M | +8.10%(+45.92K) | $42.65(+12.83%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 1.13% | 99.3K | $25.2M | -1.13%(-1.13K) | $139.71(+86.43%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 1.11% | 21.3K | $24.6M | +29.66%(+4.88K) | $305.33(+232.36%) | 2026-06-30 | |
| META | META PLATFORMS INC | 1.11% | 43.6K | $24.6M | -0.42%(-182) | $233.45(+148.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.18% | +73.59% | +10.48% | +64.63% |
| Top 20 Holdings Unweighted | +18.12% | +64.82% | +8.81% | +52.51% |
Meiji Yasuda Asset Management CO LTD reports $2.22B in US-listed equity holdings across 596 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (4.0%), AAPL (3.4%) and GOOGL (2.9%). The top 20 holdings account for 30.72% of reported assets. Its disclosed equity book has returned +73.59% on a three-year cumulative basis. 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 Asset Management CO LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1491685). View Meiji Yasuda Asset Management CO LTD’s 13F filings on SEC