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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 $404.4M. In the most recent quarter, they have increased their positions in RTX (+25.6K shares, valued at $4.9M), DE (+5.3K shares, valued at $3.0M), NFLX (+12.7K shares, valued at $1.2M); decreased their positions in GEV (-3.4K shares, valued at $2.9M), META (-4.6K shares, valued at $2.7M), WMT (-14.3K shares, valued at $1.8M); initiated new positions in RTX (+25.6K shares, valued at $4.9M), DE (+5.3K shares, valued at $3.0M).

1M P&L

+16.6M+4.16%

3M P&L

+46.9M+12.72%

HY P&L

+34.9M+9.15%

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

1Semiconductors46.6M

13.1%

2Software - Infrastructure30.7M

8.6%

3Consumer Electronics26.9M

7.6%

Top Industries by Stock Count

1Semiconductors3 stocks

5.6%

2Drug Manufacturers - General3 stocks

5.6%

3Medical Devices3 stocks

5.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION207.2K shares-1.36%2026-03-312026-05-12

AAPL APPLE INC106.0K shares-1.36%2026-03-312026-05-12

MSFT MICROSOFT CORP68.2K shares-1.36%2026-03-312026-05-12

ALPHABET INC ALPHABET INC86.8K shares-1.36%2026-03-312026-05-12

AMZN AMAZON COM INC90.9K shares-1.36%2026-03-312026-05-12

BROADCOM INC BROADCOM INC48.7K shares-1.36%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO45.3K shares-1.36%2026-03-312026-05-12

META META PLATFORMS INC20.9K shares-18.20%2026-03-312026-05-12

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COP CONOCOPHILLIPS86.9K shares5.97%2026-03-312026-05-12

LLY ELI LILLY & CO11.1K shares2.82%2026-03-312026-05-12

GS GOLDMAN SACHS GROUP INC11.0K shares-1.35%2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE30.7K shares-1.36%2026-03-312026-05-12

WMT WALMART INC62.8K shares-18.55%2026-03-312026-05-12

CAT CATERPILLAR INC10.5K shares-15.28%2026-03-312026-05-12

V VISA INC24.4K shares-1.35%2026-03-312026-05-12

MU MICRON TECHNOLOGY INC21.2K shares-1.35%2026-03-312026-05-12

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PM PHILIP MORRIS INTL INC42.8K shares-1.36%2026-03-312026-05-12

AXP AMERICAN EXPRESS CO23.4K shares-1.36%2026-03-312026-05-12

KO COCA COLA CO88.0K shares-1.36%2026-03-312026-05-12

WELL WELLTOWER INC33.8K shares12.54%2026-03-312026-05-12

NEE NEXTERA ENERGY INC64.9K shares-7.52%2026-03-312026-05-12

RCL ROYAL CARIBBEAN GROUP21.4K shares24.64%2026-03-312026-05-12

PANW PALO ALTO NETWORKS INC34.0K shares-1.36%2026-03-312026-05-12

WM WASTE MGMT INC DEL23.2K shares-1.35%2026-03-312026-05-12

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CB CHUBB LTD SWITZ16.1K shares-1.35%2026-03-312026-05-12

RTX RTX CORPORATION25.6K sharesnew addition2026-03-312026-05-12

UBER UBER TECHNOLOGIES INC66.9K shares-1.36%2026-03-312026-05-12

WMB WILLIAMS COS INC65.0K shares-1.36%2026-03-312026-05-12

CTVA CORTEVA INC56.2K shares-1.36%2026-03-312026-05-12

AEP AMERICAN ELEC PWR CO INC33.1K shares-9.67%2026-03-312026-05-12

TSLA TESLA INC11.5K shares-1.35%2026-03-312026-05-12

GILD GILEAD SCIENCES INC30.5K shares22.14%2026-03-312026-05-12

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HD HOME DEPOT INC12.7K shares-1.35%2026-03-312026-05-12

SPGI S&P GLOBAL INC9.7K shares-1.35%2026-03-312026-05-12

ORLY OREILLY AUTOMOTIVE INC43.8K shares-1.36%2026-03-312026-05-12

NOW SERVICENOW INC38.0K shares-1.36%2026-03-312026-05-12

PGR PROGRESSIVE CORP19.4K shares-1.36%2026-03-312026-05-12

AMAT APPLIED MATLS INC11.0K shares-1.35%2026-03-312026-05-12

TJX TJX COS INC NEW21.7K shares-1.35%2026-03-312026-05-12

AMGN AMGEN INC9.7K shares-1.36%2026-03-312026-05-12

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SYK STRYKER CORPORATION10.1K shares-1.35%2026-03-312026-05-12

AMD ADVANCED MICRO DEVICES INC16.2K shares-1.35%2026-03-312026-05-12

INTU INTUIT7.5K shares-1.35%2026-03-312026-05-12

SHW SHERWIN WILLIAMS CO10.0K shares-1.36%2026-03-312026-05-12

ICE INTERCONTINENTAL EXCHANGE IN20.1K shares-1.35%2026-03-312026-05-12

BSX BOSTON SCIENTIFIC CORP48.7K shares-1.35%2026-03-312026-05-12

DE DEERE & CO5.3K sharesnew addition2026-03-312026-05-12

GEV GE VERNOVA INC3.2K shares-51.25%2026-03-312026-05-12

Sponsored

NFLX NETFLIX INC.28.5K shares80.00%2026-03-312026-05-12

PODD INSULET CORP12.6K shares-1.35%2026-03-312026-05-12

DLR DIGITAL RLTY TR INC13.5K shares-26.67%2026-03-312026-05-12

DIS DISNEY WALT CO24.3K shares-1.35%2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC INC4.6K shares-1.35%2026-03-312026-05-12

WING WINGSTOP INC12.1K shares19.30%2026-03-312026-05-12

VRTX VERTEX PHARMACEUTICALS INC4.2K shares-1.35%2026-03-312026-05-12

UNH UNITEDHEALTH GROUP INC6.0K shares-1.34%2026-03-312026-05-12

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ZTS ZOETIS INC11.4K shares-1.35%2026-03-312026-05-12

NVDA

NVIDIA CORPORATION

-1.36%

Shares207.2K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-1.36%

Shares106.0K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

-1.36%

Shares68.2K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-1.36%

Shares86.8K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

-1.36%

Shares90.9K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

-1.36%

Shares48.7K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

-1.36%

Shares45.3K

Event2026-03-31

Filed2026-05-12