Meiji Yasuda Life Insurance Co

Q2 2026 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
231
Total value ($000)
$3,014,096
Net value change ($000)
+88,272 (3.0%)
New positions
30
Sold out positions
23
Turnover %
1.2%
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)
XLK 20,555 59.7%
MU 9,534 215.5%
GOOGL 5,551 21.0%
AMD 4,089 165.6%
LRCX 3,837 126.9%
INTC 3,346 NEW
IBDU 3,031 11.1%
IBDS 2,674 14.6%
AVGO 2,464 18.4%
UNH 2,434 159.4%
Top Reduces (Value $000, Stocks/ETFs)
XLI -6,477 -31.6%
CSL -1,639 -100.0%
HON -1,579 -100.0%
MCK -1,524 -87.6%
BSX -1,376 -68.4%
XOM -1,215 -27.0%
NFLX -1,209 -29.5%
WMT -1,138 -16.1%
PLTR -1,111 -28.0%
MCD -1,017 -50.6%
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