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13F holdings · Q3 2026

Meiji Yasuda America

New York, NY · files as Meiji Yasuda America Inc
Holdings as of Sep 30, 2026Filed Oct 22, 2026Next filing due Feb 15, 2027CIK 2072353

Meiji Yasuda America reported 57 stocks worth $764M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are NVDA (9.9%), AAPL (7.4%) and MSFT (7.3%). Compared with Q2 2026, the fund opened new positions in MDLN, EW and VLO, added to NVDA, AAPL and MSFT, trimmed WMB and AMGN and sold out of BSX, PODD and ZTS.

Reported value$764M+27.8% vs last quarter
Stocks held573 new · 3 sold out
Top 5 weight35.3%fairly concentrated
Turnover22%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 4 qtrsHeld
1
NVDA
Nvidia Corporation
$75.7M9.9%332K+65K (+24%)4 of 4
2
AAPL
Apple Inc
$56.5M7.4%170K+33K (+24%)4 of 4
3
MSFT
Microsoft Corp
$55.9M7.3%109K+21K (+24%)4 of 4
4
GOOG
Alphabet Inc
$46.9M6.1%138K+27K (+24%)4 of 4
5
AMZN
Amazon Com Inc
$34.2M4.5%137K+27K (+24%)4 of 4
6
MU
Micron Technology Inc
$33.1M4.3%31K+6,053 (+24%)4 of 4
7
AVGO
Broadcom Inc
$27.4M3.6%78K+15K (+24%)4 of 4
8
META
Meta Platforms Inc
$24M3.1%33K+6,432 (+24%)4 of 4
9
LLY
Eli Lilly & Co
$22.5M2.9%19K+4,139 (+27%)4 of 4
10
JPM
Jpmorgan Chase & Co.
$21.9M2.9%66K+13K (+25%)4 of 4
🔒 47 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
BSX
Boston Scientific Corp
$2.9M67K
PODD
Insulet Corp
$2.7M17K
ZTS
Zoetis Inc
$1.1M16K

Reported value

last 4 quarters
$436MQ4 '25
$404MQ1 '26
$598MQ2 '26
$764MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 22, 202613F-HRQ3 2026SEC filing ↗

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Meiji Yasuda America 13F FAQ

What does Meiji Yasuda America own?

Meiji Yasuda America reported 57 stocks worth $764M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are NVDA (9.9%), AAPL (7.4%) and MSFT (7.3%). The table above lists every position in the filing (the top 10 without an account).

What did Meiji Yasuda America buy and sell in Q3 2026?

Compared with Q2 2026: 3 new positions, 52 added to, 2 trimmed and 3 sold out. New positions include MDLN, EW and VLO. It sold all of BSX, PODD and ZTS.

When will Meiji Yasuda America file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Meiji Yasuda America's portfolio worth?

The Q3 2026 filing reports $764M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.