Meiji Yasuda Asset Management Co Ltd.

Q4 2025 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
546
Total value ($000)
$2,080,146
Net value change ($000)
-20,644 (-1.0%)
New positions
34
Sold out positions
31
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 9,081 18.3%
CHRW 6,152 72.2%
CMI 5,815 385.1%
MU 5,449 465.7%
TJX 4,634 67.1%
LLY 4,548 37.6%
RTX 3,983 259.3%
APP 3,506 727.4%
APO 3,264 1245.8%
BMY 3,124 442.5%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -9,564 -10.8%
NVDA -6,633 -6.5%
META -5,272 -14.6%
XYL -4,286 -100.0%
SW -4,099 -100.0%
LIN -3,572 -40.9%
WFC -3,280 -56.7%
HD -3,274 -18.7%
CAT -3,230 -32.6%
APTV -3,171 -49.7%
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