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Meiji Yasuda America Inc — 13F Portfolio Breakdown & Top Holdings (Q2 2026)
Meiji Yasuda America IncCIK: 0002072353
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$597.6M
Reporting period: 2026-06-30 · Number of holdings: 57
Meiji Yasuda America Inc disclosed 57 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $597.6M and a quarterly turnover rate of 39.8%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "M"
Personality snowflake
- Concentration
- 13.98
- Portfolio Stability
- 39.82
- Momentum
- 100
- Sector conviction
- 58.8
- Diversification
- 100
- Sizing Uniformity
- 89.95
Meiji Yasuda America Inc's disclosed holdings carry a Herfindahl concentration index of 0.035 — mathematically equivalent to about 29 equally-sized positions, well below its 57 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.00), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd MU
+18.1% $21.7M
Add AMD
+28.8% $8.8M
Add PANW
+28.8% $9.5M
Trim COP
+26.4% -$52.1K
Add AMAT
+28.8% $6.5M
Trim MSFT
+28.8% $7.5M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.94% | — | +28.84% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.62% | -0.03% | +28.84% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.56% | +0.40% | +27.82% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.48% | -0.76% | +28.84% | |
| 5 | MU | Micron Technology Inc | Stock-Tech | 4.84% | +3.07% | +18.13% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.41% | -0.27% | +21.67% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 3.97% | +0.24% | +28.84% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.06% | +0.54% | +37.89% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.90% | -0.40% | +16.89% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.52% | -0.43% | +27.81% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.50% | +1.15% | +28.83% | |
| 12 | GE | General Electric | Stock-Industrials | 2.43% | +0.28% | +26.63% | |
| 13 | CAT | Caterpillar Inc | Stock-Industrials | 2.38% | +0.53% | +26.61% | |
| 14 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.13% | -0.16% | +14.55% | |
| 15 | AMD | Advanced Micro Devices | Stock-Tech | 2.03% | +1.22% | +28.83% | |
| 16 | COP | Conocophillips | Stock-Energy | 1.91% | -0.93% | +26.39% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.71% | -0.11% | +22.35% | |
| 18 | AMAT | Applied Materials Inc | Stock-Tech | 1.71% | +0.78% | +28.81% | |
| 19 | AXP | American Express Co | Stock-Financials | 1.62% | -0.13% | +22.35% | |
| 20 | PM | Philip Morris International | Stock-Consumer Staples | 1.51% | -0.24% | +16.23% | |
| 21 | WELL | Welltower Inc | Stock-Real Estate | 1.47% | -0.18% | +14.50% | |
| 22 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.39% | -0.26% | +16.23% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 1.38% | -0.55% | +16.23% | |
| 24 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 1.38% | -0.08% | +21.66% | |
| 25 | CTVA | Corteva Inc | Stock-Materials | 1.13% | -0.03% | +42.42% | |
| 26 | CB | Chubb Limited | Stock-Financials | 1.12% | -0.18% | +22.35% | |
| 27 | NEE | Nextera Energy Inc | Stock-Utilities | 1.12% | -0.37% | +17.94% | |
| 28 | WM | Waste Management Inc | Stock-Industrials | 1.10% | -0.22% | +26.62% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 1.03% | -0.19% | +26.62% | |
| 30 | UBER | Uber Technologies Inc | Stock-Industrials | 1.02% | -0.17% | +26.63% | |
| 31 | WMB | Williams Cos Inc | Stock-Energy | 1.02% | -0.15% | +26.39% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.99% | -0.07% | +21.65% | |
| 33 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.98% | +0.12% | +78.56% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.91% | -0.12% | +21.67% | |
| 35 | AEP | American Electric Power | Stock-Utilities | 0.90% | -0.17% | +17.93% | |
| 36 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.89% | -0.16% | +37.91% | |
| 37 | PGR | Progressive CORP | Stock-Financials | 0.87% | -0.08% | +22.35% | |
| 38 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.82% | -0.18% | +21.67% | |
| 39 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.82% | +0.03% | +42.39% | |
| 40 | NOW | Servicenow Inc | Stock-Tech | 0.81% | -0.17% | +28.84% | |
| 41 | SPGI | S&p Global Inc | Stock-Financials | 0.81% | -0.21% | +22.34% | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.81% | -0.03% | +37.90% | |
| 43 | GEV | GE Vernova Inc | Stock-Industrials | 0.79% | +0.10% | +26.56% | |
| 44 | SYK | Stryker CORP | Stock-Healthcare | 0.73% | -0.09% | +37.89% | |
| 45 | DE | Deere & Co | Stock-Industrials | 0.71% | -0.03% | +26.58% | |
| 46 | ICE | Intercontinental Exchange In | Stock-Financials | 0.69% | -0.09% | +65.93% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.58% | +0.18% | +37.87% | |
| 48 | LITE | Lumentum Holdings Inc | Stock-Tech | 0.55% | +0.55% | NEW | |
| 49 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.53% | -0.03% | +37.88% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.50% | -0.08% | +27.82% |
1–50 of 57
Portfolio Performance
Performance for Q3 2026
+3.2%
Performance Last 4 Quarters
+15%
- Stdev
- +19.2%
- Beta
- +1.03
- Alpha
- +4.5%
- Max Drawdown
- 0%
- Annualized Perf
- +32.4%
- Batting Avg vs S&P
- +83.3%
- Sortino
- +4.15
- Stutzer
- +0.51
- Treynor
- +0.29
- Sterling
- —
- Calmar
- —
- Information Ratio
- +3.85
- Tracking Error
- +1.3%
- Stdev Down
- +7.2%
- Winning Months %
- +83.3%
- Losing Months %
- +16.7%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.6
- Sharpe
- +1.56
- Stdev Sectors
- +9.8%
- Skewness
- +0.28
- Kurtosis
- -0.69
- Upside Potential
- +5.57
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Holding changes this quarter
Meiji Yasuda America Inc's most significant position changes for 2026-06-30: New buy: Lumentum Holdings Inc (LITE); Sold out: Wingstop Inc (WING); Add: Micron Technology Inc (MU) — shares +18.13%; Add: Advanced Micro Devices (AMD) — shares +28.83%; Add: Palo Alto Networks Inc (PANW) — shares +28.83%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +3.1% | +18.13% | Add |
| 2 | AMD | Advanced Micro Devices | +1.2% | +28.83% | Add |
| 3 | PANW | Palo Alto Networks Inc | +1.2% | +28.83% | Add |
| 4 | AMAT | Applied Materials Inc | +0.8% | +28.81% | Add |
| 5 | LITE | Lumentum Holdings Inc | +0.6% | NEW | New buy |
| 6 | LLY | Eli Lilly & Co | +0.5% | +37.89% | Add |
| 7 | CAT | Caterpillar Inc | +0.5% | +26.61% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.4% | +27.82% | Add |
| 9 | GE | General Electric | +0.3% | +26.63% | Add |
| 10 | AVGO | Broadcom Inc | +0.2% | +28.84% | Add |
| 11 | UNH | Unitedhealth Group Inc | +0.2% | +37.87% | Add |
| 12 | TJX | Tjx Companies Inc | +0.1% | +78.56% | Add |
| 13 | GEV | GE Vernova Inc | +0.1% | +26.56% | Add |
| 14 | SHW | Sherwin-williams Co/the | 0% | +42.39% | Add |
| 15 | VRTX | Vertex Pharmaceuticals Inc | 0% | +37.85% | Add |
| 16 | NVDA | Nvidia CORP | — | +28.84% | Add |
| 17 | AAPL | Apple Inc | 0% | +28.84% | Add |
| 18 | CTVA | Corteva Inc | 0% | +42.42% | Add |
| 19 | AMGN | Amgen Inc | 0% | +37.90% | Add |
| 20 | DE | Deere & Co | 0% | +26.58% | Add |
| 21 | TMO | Thermo Fisher Scientific Inc | 0% | +37.88% | Add |
| 22 | TSLA | Tesla Inc | -0.1% | +21.65% | Add |
| 23 | RCL | Royal Caribbean Cruises Ltd. | -0.1% | +21.66% | Add |
| 24 | PGR | Progressive CORP | -0.1% | +22.35% | Add |
| 25 | DIS | Walt Disney Co/the | -0.1% | +27.82% | Add |
| 26 | SYK | Stryker CORP | -0.1% | +37.89% | Add |
| 27 | ICE | Intercontinental Exchange In | -0.1% | +65.93% | Add |
| 28 | V | Visa Inc-class A Shares | -0.1% | +22.35% | Add |
| 29 | HD | Home Depot Inc | -0.1% | +21.67% | Add |
| 30 | AXP | American Express Co | -0.1% | +22.35% | Add |
| 31 | DLR | Digital Realty Trust Inc | -0.1% | +14.50% | Add |
| 32 | ZTS | Zoetis Inc | -0.1% | +37.90% | Add |
| 33 | WMB | Williams Cos Inc | -0.2% | +26.39% | Add |
| 34 | GS | Goldman Sachs Group Inc | -0.2% | +14.55% | Add |
| 35 | GILD | Gilead Sciences Inc | -0.2% | +37.91% | Add |
| 36 | UBER | Uber Technologies Inc | -0.2% | +26.63% | Add |
| 37 | AEP | American Electric Power | -0.2% | +17.93% | Add |
| 38 | NOW | Servicenow Inc | -0.2% | +28.84% | Add |
| 39 | WELL | Welltower Inc | -0.2% | +14.50% | Add |
| 40 | CB | Chubb Limited | -0.2% | +22.35% | Add |
| 41 | ORLY | O'reilly Automotive Inc | -0.2% | +21.67% | Add |
| 42 | RTX | Rtx CORP | -0.2% | +26.62% | Add |
| 43 | SPGI | S&p Global Inc | -0.2% | +22.34% | Add |
| 44 | WM | Waste Management Inc | -0.2% | +26.62% | Add |
| 45 | PODD | Insulet CORP | -0.2% | +37.89% | Add |
| 46 | PM | Philip Morris International | -0.2% | +16.23% | Add |
| 47 | NFLX | Netflix Inc | -0.2% | +27.81% | Add |
| 48 | KO | Coca-cola Co/the | -0.3% | +16.23% | Add |
| 49 | AMZN | Amazon.com Inc | -0.3% | +21.67% | Add |
| 50 | BSX | Boston Scientific CORP | -0.3% | +37.91% | Add |
1–50 of 58
Filing History
FAQ
What is Meiji Yasuda America Inc and what type of investor is it?
Meiji Yasuda America Inc is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $597.6M, spread across 57 disclosed positions.
What are Meiji Yasuda America Inc's largest equity positions?
Based on the latest 13F filing, Meiji Yasuda America Inc's top holdings by market value are:
1. Nvidia CORP (NVDA) — $53.4M (8.9%)
2. Apple Inc (AAPL) — $39.5M (6.6%)
3. Alphabet Inc-cl C (GOOG) — $39.2M (6.6%)
4. Microsoft CORP (MSFT) — $32.8M (5.5%)
5. Micron Technology Inc (MU) — $28.9M (4.8%)
What changes did Meiji Yasuda America Inc make in its most recent portfolio filing?
In the latest reported quarter, Meiji Yasuda America Inc made 58 notable position adjustments: 1 new positions were initiated, 56 existing holdings were added to, 0 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Lumentum Holdings Inc (LITE); Sold out: Wingstop Inc (WING); Add: Micron Technology Inc (MU) — shares +18.13%; Add: Advanced Micro Devices (AMD) — shares +28.83%; Add: Palo Alto Networks Inc (PANW) — shares +28.83%
What sectors does Meiji Yasuda America Inc focus on?
Meiji Yasuda America Inc is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 37.9%
• Financials: 11.8%
• Communication Services: 10.0%
• Consumer Discretionary: 9.5%
• Industrials: 9.5%
• Health Care: 8.2%
Investment Profile
Meiji Yasuda America Inc returned an annualized 32.4% over the trailing 6 months — outperforming the S&P 500 by 4.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.03 (roughly in line with the market) and a 83% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 37.9% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 40 over the past 2 quarters — a shift toward more active trading.
It has added to its MU position over the past two quarters (+$22.8M, now $28.9M), while trimming INTU over the same stretch (-$2.5M, still holding $2.5M).
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