Meiji Yasuda Life Insurance Co

Q3 2026 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
233
Total value ($000)
$2,868,603
Net value change ($000)
-145,493 (-4.8%)
New positions
30
Sold out positions
28
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 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 8,003 34.1%
IBDV 7,076 309.1%
IBDT 5,745 324.9%
XOM 3,948 NEW
AAPL 3,745 10.6%
XLE 3,248 134.4%
PLTR 2,878 100.6%
NVDA 2,867 6.8%
CRWD 1,738 85.8%
XLF 1,507 9.8%
Top Reduces (Value $000, Stocks/ETFs)
LQD -131,740 -6.3%
VCLT -19,122 -9.0%
XLK -3,966 -7.2%
GOOGL -3,422 -10.7%
XOM -3,283 -100.0%
MU -3,258 -23.3%
ESI -2,138 -100.0%
AVGO -2,124 -13.4%
CMI -2,046 -53.5%
COST -2,031 -51.9%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type