Sponsored

The Analysis of Meiji Yasuda America Inc's Holdings & P&L

Currently, Meiji Yasuda America Inc holds 57 types of securities in its portfolio with a total value $597.6M. In the most recent quarter, they have increased their positions in NVDA (+59.8K shares, valued at $12.0M), AAPL (+30.6K shares, valued at $8.8M), GOOG (+24.1K shares, valued at $8.5M); initiated new positions in N/A (+3.8K shares, valued at $3.3M).

1M P&L

+32.4M+7.31%

3M P&L

+16.9M+3.69%

HY P&L

+70.7M+17.44%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors94.4M

20.7%

2Software - Infrastructure47.7M

10.4%

3Consumer Electronics39.5M

8.7%

Top Industries by Stock Count

1Drug Manufacturers - General3 stocks

7.7%

2Semiconductors3 stocks

7.7%

3Software - Application2 stocks

5.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION267.0K shares28.84%2026-06-302026-07-28

AAPL APPLE INC136.6K shares28.84%2026-06-302026-07-28

GOOG ALPHABET INC111.0K shares27.82%2026-06-302026-07-28

MSFT MICROSOFT CORP87.8K shares28.84%2026-06-302026-07-28

MU MICRON TECHNOLOGY INC25.0K shares18.13%2026-06-302026-07-28

AMZN AMAZON COM INC110.6K shares21.67%2026-06-302026-07-28

BROADCOM INC BROADCOM INC62.8K shares28.84%2026-06-302026-07-28

LLY ELI LILLY & CO15.3K shares37.89%2026-06-302026-07-28

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO53.0K shares16.89%2026-06-302026-07-28

META PLATFORMS INC META PLATFORMS INC26.7K shares27.81%2026-06-302026-07-28

PANW PALO ALTO NETWORKS INC43.8K shares28.83%2026-06-302026-07-28

GE GE AEROSPACE38.9K shares26.63%2026-06-302026-07-28

CAT CATERPILLAR INC13.4K shares26.61%2026-06-302026-07-28

GS GOLDMAN SACHS GROUP INC12.6K shares14.55%2026-06-302026-07-28

AMD ADVANCED MICRO DEVICES INC20.9K shares28.83%2026-06-302026-07-28

COP CONOCOPHILLIPS109.8K shares26.39%2026-06-302026-07-28

Sponsored

VISA INC VISA INC29.8K shares22.35%2026-06-302026-07-28

APPLIED MATLS INC APPLIED MATLS INC14.1K shares28.81%2026-06-302026-07-28

AXP AMERICAN EXPRESS CO28.6K shares22.35%2026-06-302026-07-28

PM PHILIP MORRIS INTL INC49.8K shares16.23%2026-06-302026-07-28

WELL WELLTOWER INC38.6K shares14.50%2026-06-302026-07-28

KO COCA COLA CO102.3K shares16.23%2026-06-302026-07-28

WMT WALMART INC73.0K shares16.23%2026-06-302026-07-28

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP26.0K shares21.66%2026-06-302026-07-28

Sponsored

CORTEVA INC CORTEVA INC80.1K shares42.42%2026-06-302026-07-28

CHUBB LIMITED CHUBB LIMITED19.7K shares22.35%2026-06-302026-07-28

NEXTERA ENERGY INC NEXTERA ENERGY INC76.5K shares17.94%2026-06-302026-07-28

WASTE MGMT INC DEL WASTE MGMT INC DEL29.4K shares26.62%2026-06-302026-07-28

RTX CORPORATION RTX CORPORATION32.4K shares26.62%2026-06-302026-07-28

UBER UBER TECHNOLOGIES INC84.7K shares26.63%2026-06-302026-07-28

WMB WILLIAMS COS INC82.2K shares26.39%2026-06-302026-07-28

TSLA TESLA INC14.0K shares21.65%2026-06-302026-07-28

Sponsored

TJX TJX COS INC NEW38.7K shares78.56%2026-06-302026-07-28

HD HOME DEPOT INC15.4K shares21.67%2026-06-302026-07-28

AEP AMERICAN ELEC PWR CO INC39.1K shares17.93%2026-06-302026-07-28

GILD GILEAD SCIENCES INC42.0K shares37.91%2026-06-302026-07-28

PGR PROGRESSIVE CORP23.8K shares22.35%2026-06-302026-07-28

ORLY OREILLY AUTOMOTIVE INC53.3K shares21.67%2026-06-302026-07-28

SHW SHERWIN WILLIAMS CO14.2K shares42.39%2026-06-302026-07-28

SERVICENOW INC SERVICENOW INC49.0K shares28.84%2026-06-302026-07-28

Sponsored

S&P GLOBAL INC S&P GLOBAL INC11.9K shares22.34%2026-06-302026-07-28

AMGN AMGEN INC13.3K shares37.90%2026-06-302026-07-28

GEV GE VERNOVA INC4.0K shares26.56%2026-06-302026-07-28

SYK STRYKER CORPORATION13.9K shares37.89%2026-06-302026-07-28

DE DEERE & CO6.7K shares26.58%2026-06-302026-07-28

ICE INTERCONTINENTAL EXCHANGE IN33.4K shares65.93%2026-06-302026-07-28

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC8.3K shares37.87%2026-06-302026-07-28

LUMENTUM HLDGS INC LUMENTUM HLDGS INC3.8K sharesnew addition2026-06-302026-07-28

Sponsored

TMO THERMO FISHER SCIENTIFIC INC6.4K shares37.88%2026-06-302026-07-28

DIS DISNEY WALT CO31.0K shares27.82%2026-06-302026-07-28

BSX BOSTON SCIENTIFIC CORP67.2K shares37.91%2026-06-302026-07-28

VRTX VERTEX PHARMACEUTICALS INC5.7K shares37.85%2026-06-302026-07-28

DLR DIGITAL RLTY TR INC15.4K shares14.50%2026-06-302026-07-28

INSULET CORP INSULET CORP17.4K shares37.89%2026-06-302026-07-28

NETFLIX INC. NETFLIX INC.36.4K shares27.81%2026-06-302026-07-28

INTU INTUIT9.7K shares28.82%2026-06-302026-07-28

Sponsored

ZOETIS INC ZOETIS INC15.7K shares37.90%2026-06-302026-07-28

NVDA

NVIDIA CORPORATION

28.84%

Shares267.0K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

28.84%

Shares136.6K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC

27.82%

Shares111.0K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

28.84%

Shares87.8K

Event2026-06-30

Filed2026-07-28

MICRON TECHNOLOGY INC

18.13%

Shares25.0K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

21.67%

Shares110.6K

Event2026-06-30

Filed2026-07-28

BROADCOM INC

28.84%

Shares62.8K

Event2026-06-30

Filed2026-07-28

LLY

ELI LILLY & CO

37.89%

Shares15.3K

Event2026-06-30

Filed2026-07-28

JPMORGAN CHASE & CO

16.89%

Shares53.0K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC

27.81%

Shares26.7K

Event2026-06-30

Filed2026-07-28

PANW

PALO ALTO NETWORKS INC

28.83%

Shares43.8K

Event2026-06-30

Filed2026-07-28

GE AEROSPACE

26.63%

Shares38.9K

Event2026-06-30

Filed2026-07-28

CAT

CATERPILLAR INC

26.61%

Shares13.4K

Event2026-06-30

Filed2026-07-28

GOLDMAN SACHS GROUP INC

14.55%

Shares12.6K

Event2026-06-30

Filed2026-07-28

AMD

ADVANCED MICRO DEVICES INC

28.83%

Shares20.9K

Event2026-06-30

Filed2026-07-28

COP

CONOCOPHILLIPS

26.39%

Shares109.8K

Event2026-06-30

Filed2026-07-28

VISA INC

22.35%

Shares29.8K

Event2026-06-30

Filed2026-07-28

APPLIED MATLS INC

28.81%

Shares14.1K

Event2026-06-30

Filed2026-07-28

AXP

AMERICAN EXPRESS CO

22.35%

Shares28.6K

Event2026-06-30

Filed2026-07-28

PHILIP MORRIS INTL INC

16.23%

Shares49.8K

Event2026-06-30

Filed2026-07-28

WELL

WELLTOWER INC

14.50%

Shares38.6K

Event2026-06-30

Filed2026-07-28

COCA COLA CO

16.23%

Shares102.3K

Event2026-06-30

Filed2026-07-28

WMT

WALMART INC

16.23%

Shares73.0K

Event2026-06-30

Filed2026-07-28

ROYAL CARIBBEAN GROUP

21.66%

Shares26.0K

Event2026-06-30

Filed2026-07-28

CORTEVA INC

42.42%

Shares80.1K

Event2026-06-30

Filed2026-07-28

CHUBB LIMITED

22.35%

Shares19.7K

Event2026-06-30

Filed2026-07-28

NEXTERA ENERGY INC

17.94%

Shares76.5K

Event2026-06-30

Filed2026-07-28

WASTE MGMT INC DEL

26.62%

Shares29.4K

Event2026-06-30

Filed2026-07-28

RTX CORPORATION

26.62%

Shares32.4K

Event2026-06-30

Filed2026-07-28

UBER

UBER TECHNOLOGIES INC

26.63%

Shares84.7K

Event2026-06-30

Filed2026-07-28

WMB

WILLIAMS COS INC

26.39%

Shares82.2K

Event2026-06-30

Filed2026-07-28

TSLA

TESLA INC

21.65%

Shares14.0K

Event2026-06-30

Filed2026-07-28

TJX

TJX COS INC NEW

78.56%

Shares38.7K

Event2026-06-30

Filed2026-07-28

HOME DEPOT INC

21.67%

Shares15.4K

Event2026-06-30

Filed2026-07-28

AEP

AMERICAN ELEC PWR CO INC

17.93%

Shares39.1K

Event2026-06-30

Filed2026-07-28

GILD

GILEAD SCIENCES INC

37.91%

Shares42.0K

Event2026-06-30

Filed2026-07-28

PGR

PROGRESSIVE CORP

22.35%

Shares23.8K

Event2026-06-30

Filed2026-07-28

ORLY

OREILLY AUTOMOTIVE INC

21.67%

Shares53.3K

Event2026-06-30

Filed2026-07-28

SHW

SHERWIN WILLIAMS CO

42.39%

Shares14.2K

Event2026-06-30

Filed2026-07-28

SERVICENOW INC

28.84%

Shares49.0K

Event2026-06-30

Filed2026-07-28

S&P GLOBAL INC

22.34%

Shares11.9K

Event2026-06-30

Filed2026-07-28

AMGN

AMGEN INC

37.90%

Shares13.3K

Event2026-06-30

Filed2026-07-28

GEV

GE VERNOVA INC

26.56%

Shares4.0K

Event2026-06-30

Filed2026-07-28

SYK

STRYKER CORPORATION

37.89%

Shares13.9K

Event2026-06-30

Filed2026-07-28

DEERE & CO

26.58%

Shares6.7K

Event2026-06-30

Filed2026-07-28

ICE

INTERCONTINENTAL EXCHANGE IN

65.93%

Shares33.4K

Event2026-06-30

Filed2026-07-28

UNITEDHEALTH GROUP INC

37.87%

Shares8.3K

Event2026-06-30

Filed2026-07-28

LUMENTUM HLDGS INC

New

Shares3.8K

Event2026-06-30

Filed2026-07-28

TMO

THERMO FISHER SCIENTIFIC INC

37.88%

Shares6.4K

Event2026-06-30

Filed2026-07-28

DIS

DISNEY WALT CO

27.82%

Shares31.0K

Event2026-06-30

Filed2026-07-28

BSX

BOSTON SCIENTIFIC CORP

37.91%

Shares67.2K

Event2026-06-30

Filed2026-07-28

VRTX

VERTEX PHARMACEUTICALS INC

37.85%

Shares5.7K

Event2026-06-30

Filed2026-07-28

DLR

DIGITAL RLTY TR INC

14.50%

Shares15.4K

Event2026-06-30

Filed2026-07-28

INSULET CORP

37.89%

Shares17.4K

Event2026-06-30

Filed2026-07-28

NETFLIX INC.

27.81%

Shares36.4K

Event2026-06-30

Filed2026-07-28

INTU

INTUIT

28.82%

Shares9.7K

Event2026-06-30

Filed2026-07-28

ZOETIS INC

37.90%

Shares15.7K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available