Meiji Yasuda Asset Management CO Ltd. Portfolio Holdings

Meiji Yasuda Asset Management CO Ltd.

$1.95 Billion
Q2 2025

Meiji Yasuda Asset Management CO Ltd. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.95 Billion distributed in 543 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $90.2M, Microsoft Corp with a value of $86.8M, Apple Inc. with a value of $65.3M, Amazon Com Inc with a value of $45.8M, and Alphabet Inc. with a value of $38.6M.

Examining the 13F form we can see an decrease of $470M in the current position value, from $2.42B to 1.95B.

Meiji Yasuda Asset Management CO Ltd. is based out at Tokyo, M0

Below you can find more details about Meiji Yasuda Asset Management CO Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $1.95 Billion

Technology: $439 Million

Industrials: $235 Million

Financial Services: $225 Million

Healthcare: $202 Million

Consumer Defensive: $191 Million

Consumer Cyclical: $180 Million

Communication Services: $135 Million

Utilities: $131 Million

Other: $210 Million

Stock Holdings Table Companies Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
KHC Kraft Heinz CO Consumer Defensive	$32.5B	$642,000 0.03% of portfolio	24,870	Q2 2025 Reduced 29.76%
RF Regions Financial Corp Financial Services	$25.3B	$511,000 0.03% of portfolio	21,758	Q2 2025 Reduced 38.26%
KKR Kkr & Co. Inc. Financial Services	$125B	$543,000 0.03% of portfolio	4,086	Q2 2025 Reduced 64.68%
NTRS Northern Trust Corp Financial Services	$27B	$490,000 0.03% of portfolio	3,868	Q2 2025 Reduced 38.95%
SNOW Snowflake Inc. Technology	$71.8B	$669,000 0.03% of portfolio	2,990	Q2 2025 Reduced 52.99%
AEE Ameren Corp Utilities	$25.9B	$657,000 0.03% of portfolio	6,850	Q2 2025 Reduced 31.14%
STT State Street Corp Financial Services	$41.4B	$674,000 0.03% of portfolio	6,344	Q2 2025 Reduced 40.9%
HSY Hershey CO Consumer Defensive	$27.3B	$631,000 0.03% of portfolio	3,807	Q2 2025 Reduced 31.36%
NTAP Net App, Inc. Technology	$27.2B	$551,000 0.03% of portfolio	5,180	Q2 2025 Reduced 35.37%
IT Gartner Inc Technology	$19.1B	$554,000 0.03% of portfolio	1,371	Q2 2025 Reduced 17.01%
DT Dynatrace, Inc. Technology	$14.1B	$552,000 0.03% of portfolio	9,999	Q2 2025 Reduced 43.81%
SYF Synchrony Financial Financial Services	$34.2B	$567,000 0.03% of portfolio	8,505	Q2 2025 Reduced 38.38%
MNST Monster Beverage Corp Consumer Defensive	$33.6B	$644,000 0.03% of portfolio	10,289	Q2 2025 Reduced 17.44%
TSCO Tractor Supply CO Consumer Cyclical	$6.66B	$574,000 0.03% of portfolio	10,878	Q2 2025 Reduced 35.9%
GDDY Go Daddy Inc. Technology	$23.2B	$513,000 0.03% of portfolio	2,854	Q2 2025 Reduced 36.46%
TT Trane Technologies PLC Industrials	$96.1B	$498,000 0.03% of portfolio	1,139	Q2 2025 Reduced 73.59%
EME Emcor Group, Inc. Industrials	$30.5B	$629,000 0.03% of portfolio	1,177	Q2 2025 Reduced 33.2%
DASH Door Dash, Inc. Communication Services	$93.1B	$598,000 0.03% of portfolio	2,426	Q2 2025 Reduced 52.38%
TSN Tyson Foods, Inc. Consumer Defensive	$16.2B	$660,000 0.03% of portfolio	11,812	Q2 2025 Added 35.27%
HPQ Hp Inc Technology	$29.3B	$549,000 0.03% of portfolio	22,468	Q2 2025 Reduced 31.72%
HWM Howmet Aerospace Inc. Industrials	$76.5B	$670,000 0.03% of portfolio	3,601	Q2 2025 Reduced 58.53%
SPOT Spotify Technology S.A. Communication Services	$133B	$517,000 0.03% of portfolio	674	Q2 2025 Reduced 27.53%
FANG Diamondback Energy, Inc. Energy	$24.6B	$631,000 0.03% of portfolio	4,593	Q2 2025 Added 19.08%
LUV Southwest Airlines CO Industrials	$18.8B	$619,000 0.03% of portfolio	19,100	Q2 2025 New
ALL Allstate Corp Financial Services	$54.7B	$521,000 0.03% of portfolio	2,590	Q2 2025 Reduced 74.71%
ZS Zscaler, Inc. Technology	$41B	$596,000 0.03% of portfolio	1,899	Q2 2025 Reduced 34.76%
JNPR Juniper Networks Inc Technology	$13B	$676,000 0.03% of portfolio	16,948	Q2 2025 Reduced 15.83%
BWXT Bwx Technologies, Inc. Industrials	$15.5B	$315,000 0.02% of portfolio	2,191	Q2 2025 Added 0.97%
CELH Celsius Holdings, Inc. Consumer Defensive	$4.38B	$327,000 0.02% of portfolio	7,065	Q2 2025 Reduced 1.01%
PKG Packaging Corp Of America Consumer Cyclical	$20.3B	$394,000 0.02% of portfolio	2,094	Q2 2025 Reduced 33.54%
ACM Aecom Industrials	$17.8B	$400,000 0.02% of portfolio	3,545	Q2 2025 Reduced 30.23%
WDAY Workday, Inc. Technology	$45.6B	$447,000 0.02% of portfolio	1,865	Q2 2025 Reduced 55.2%
TYL Tyler Technologies Inc Technology	$23.1B	$390,000 0.02% of portfolio	659	Q2 2025 Reduced 37.65%
WPC W. P. Carey Inc. Real Estate	$14.2B	$476,000 0.02% of portfolio	7,639	Q2 2025 Reduced 25.21%
WSM Williams Sonoma Inc Consumer Cyclical	$13.6B	$423,000 0.02% of portfolio	2,594	Q2 2025 Reduced 33.14%
CRS Carpenter Technology Corp Industrials	$11.8B	$329,000 0.02% of portfolio	1,194	Q2 2025 Added 0.93%
SFM Sprouts Farmers Market, Inc. Consumer Defensive	$14.8B	$386,000 0.02% of portfolio	2,347	Q2 2025 Reduced 2.05%
CASY Caseys General Stores Inc Consumer Cyclical	$20.6B	$453,000 0.02% of portfolio	889	Q1 2025 Reduced 1.88%
COF Capital One Financial Corp Financial Services	$86.1B	$465,000 0.02% of portfolio	2,189	Q2 2025 Reduced 64.21%
OKTA Okta, Inc. Technology	$14B	$437,000 0.02% of portfolio	4,381	Q2 2025 Added 92.74%
WWD Woodward, Inc. Industrials	$14.4B	$347,000 0.02% of portfolio	1,416	Q1 2025 Reduced 3.54%
ON On Semiconductor Corp Technology	$21.2B	$314,000 0.02% of portfolio	6,004	Q2 2025 Reduced 31.54%
CDNS Cadence Design Systems Inc Technology	$97.3B	$460,000 0.02% of portfolio	1,494	Q2 2025 Reduced 67.88%
CG Carlyle Group Inc. Financial Services	$24.4B	$301,000 0.02% of portfolio	5,866	Q2 2025 Reduced 30.56%
MMM 3 M CO Industrials	$88.1B	$330,000 0.02% of portfolio	2,174	Q2 2025 Reduced 88.0%
BURL Burlington Stores, Inc. Consumer Cyclical	$18.3B	$384,000 0.02% of portfolio	1,654	Q2 2025 Reduced 29.13%
XPO Xpo Logistics, Inc. Industrials	$15.5B	$354,000 0.02% of portfolio	2,809	Q1 2025 Reduced 1.09%
PH Parker Hannifin Corp Industrials	$98.9B	$370,000 0.02% of portfolio	531	Q2 2025 Reduced 70.73%
PFGC Performance Food Group CO Consumer Defensive	$15.3B	$327,000 0.02% of portfolio	3,743	Q1 2025 Reduced 1.55%
ABNB Airbnb, Inc. Consumer Cyclical	$49.1B	$312,000 0.02% of portfolio	2,363	Q2 2025 Reduced 79.43%

Summary

Portfolio
No. of Stocks 543
Current Value $1.95 Billion
Prior Value $2.42 Billion
Filing
Period Q2 2025
Filing Date August 14, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 30 stocks
Additional Purchases 64 stocks
Sold out of 0 stocks
Reduced holdings in 415 stocks

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Meiji Yasuda Asset Management CO Ltd. Portfolio Holdings