Meiji Yasuda America Inc

Q3 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
57
Total value ($000)
$763,991
Net value change ($000)
+166,422 (27.8%)
New positions
3
Sold out positions
3
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 23,179 70.7%
NVDA 22,296 41.7%
AAPL 16,967 42.9%
META 8,986 59.8%
AMZN 7,835 29.7%
GOOGL 7,717 19.7%
PANW 6,672 44.7%
MDLN 4,695 NEW
JPM 4,588 26.5%
MU 4,214 14.6%
Top Reduces (Value $000, Stocks/ETFs)
BSX -2,867 -100.0%
PODD -2,654 -100.0%
AMAT -1,244 -12.2%
ZTS -1,126 -100.0%
WMB -955 -15.6%
CAT -932 -6.6%
AMGN -290 -6.0%
GEV -35 -0.7%
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