Meiji Yasuda Life Insurance Co

Q2 2024 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
6/30/2024
Date filed
8/12/2024
Form type
13F-HR
Num holdings
242
Total value ($000)
$4,979,066
Net value change ($000)
+260,295 (5.5%)
New positions
18
Sold out positions
36
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/16/2024 Next filing: 11/13/2024 SEC filing

Snapshot: Change Analysis

Compared to Q1 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 181,725 81.1%
SPY 61,079 NEW
NVDA 24,679 40.1%
BSX 10,380 221.0%
AAPL 9,358 16.1%
VRTX 9,092 205.6%
GOOGL 8,746 31.7%
XLU 8,171 100.5%
HON 7,212 695.5%
UBER 7,152 218.9%
Top Reduces (Value $000, Stocks/ETFs)
LQD -34,416 -1.7%
CRM -9,858 -82.8%
ABBV -8,441 -69.2%
VCLT -6,715 -3.0%
SPYD -5,084 -1.2%
ABT -5,051 -70.2%
HDV -4,543 -1.4%
VYM -3,276 -2.0%
GILD -3,231 -93.7%
WM -3,077 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type