Meiji Yasuda America Inc

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
57
Total value ($000)
$597,569
Net value change ($000)
+193,131 (47.8%)
New positions
1
Sold out positions
1
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MU 21,740 303.6%
NVDA 17,280 47.8%
GOOGL 14,304 57.4%
AAPL 12,622 46.9%
PANW 9,485 174.0%
AMD 8,827 267.9%
AVGO 8,635 57.2%
LLY 8,128 79.8%
MSFT 7,528 29.8%
AMZN 7,431 39.2%
Top Reduces (Value $000, Stocks/ETFs)
WING -1,876 -100.0%
INTU -721 -22.2%
ZTS -217 -16.2%
BSX -189 -6.2%
NFLX -139 -5.1%
COP -52 -0.5%
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