Meiji Yasuda Asset Management Co Ltd.

Q2 2026 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
596
Total value ($000)
$2,221,852
Net value change ($000)
+218,535 (10.9%)
New positions
65
Sold out positions
17
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/14/2026 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 19,063 343.0%
GOOGL 11,850 22.6%
AMAT 8,846 658.2%
AMD 7,919 376.0%
CSCO 7,449 97.8%
INTC 7,404 1501.8%
SNDK 6,538 205.7%
UNH 5,986 76.1%
MPWR 5,907 1181.4%
AMZN 5,647 14.6%
Top Reduces (Value $000, Stocks/ETFs)
XOM -5,359 -18.2%
ETN -5,230 -86.3%
ABBV -4,810 -16.8%
WMT -4,490 -22.1%
PEP -3,845 -21.4%
HON -3,577 -100.0%
BSX -3,530 -89.1%
LMT -3,507 -56.3%
TMO -3,264 -50.5%
WLK -3,242 -34.9%
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