Meiji Yasuda Life Insurance Co

Q2 2025 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
6/30/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
225
Total value ($000)
$3,360,962
Net value change ($000)
-1,646,220 (-32.9%)
New positions
27
Sold out positions
36
Turnover %
31.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/16/2025 Next filing: 11/13/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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)
LQD 17,591 0.8%
IBDU 5,062 94.7%
IBDS 4,199 NEW
XLV 4,174 NEW
XLK 2,979 12.8%
GOOGL 1,665 11.3%
ORCL 1,414 55.2%
VRT 1,229 76.1%
PLTR 1,197 58.2%
HON 1,124 NEW
Top Reduces (Value $000, Stocks/ETFs)
IVV -606,014 -100.0%
SPY -198,814 -100.0%
VOO -114,910 -100.0%
MSFT -56,382 -62.9%
AAPL -53,043 -65.4%
NVDA -45,541 -54.9%
AMZN -37,883 -66.0%
XLE -28,994 -100.0%
GOOGL -26,285 -93.3%
JPM -21,778 -70.6%
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