Meiji Yasuda Asset Management Co Ltd.

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
606
Total value ($000)
$2,357,978
Net value change ($000)
+136,126 (6.1%)
New positions
59
Sold out positions
49
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/12/2026 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)
XOM 31,497 NEW
MSFT 27,147 47.8%
NVDA 23,124 26.1%
AAPL 22,698 30.0%
AMD 10,732 107.1%
PLTR 8,462 108.8%
AMZN 7,439 16.8%
META 6,543 26.6%
KO 6,258 28.3%
CVX 5,777 77.5%
Top Reduces (Value $000, Stocks/ETFs)
XOM -24,074 -100.0%
ESI -5,607 -100.0%
EIX -5,552 -29.0%
CMI -4,629 -35.0%
TJX -4,420 -37.4%
BMI -4,287 -68.0%
AMAT -4,252 -41.7%
LIN -4,150 -42.4%
O -4,063 -23.6%
GWW -4,002 -29.5%
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