Meiji Yasuda America Inc
57 holdingsFiling period: 2026-06-30Current AUM: $610.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 267.0K | $53.4M | $57.7M | 9.44% | +59.8K | 2026-06-30 |
| 2 | AAPL | Apple Inc | 136.6K | $39.5M | $47.0M | 7.69% | +30.6K | 2026-06-30 |
| 3 | GOOG | Alphabet Inc | 111.0K | $39.2M | $34.9M | 5.71% | +24.1K | 2026-06-30 |
| 4 | MSFT | Microsoft Corp | 87.8K | $32.8M | $46.8M | 7.66% | +19.7K | 2026-06-30 |
| 5 | MU | Micron Technology Inc | 25.0K | $28.9M | $22.6M | 3.71% | +3.8K | 2026-06-30 |
| 6 | AMZN | Amazon.com Inc | 110.6K | $26.4M | $27.6M | 4.51% | +19.7K | 2026-06-30 |
| 7 | AVGO | Broadcom Inc | 62.8K | $23.7M | $20.7M | 3.38% | +14.1K | 2026-06-30 |
| 8 | LLY | Eli Lilly & Co | 15.3K | $18.3M | $19.5M | 3.20% | +4.2K | 2026-06-30 |
| 9 | JPM | JPMorgan Chase & Co | 53.0K | $17.3M | $17.7M | 2.90% | +7.7K | 2026-06-30 |
| 10 | META | Meta Platforms Inc | 26.7K | $15.0M | $16.8M | 2.76% | +5.8K | 2026-06-30 |
| 11 | PANW | Palo Alto Networks Inc | 43.8K | $14.9M | $17.1M | 2.80% | +9.8K | 2026-06-30 |
| 12 | GE | GE Aerospace | 38.9K | $14.5M | $11.2M | 1.84% | +8.2K | 2026-06-30 |
| 13 | CAT | Caterpillar Inc | 13.4K | $14.2M | $9.2M | 1.51% | +2.8K | 2026-06-30 |
| 14 | GS | Goldman Sachs Group Inc | 12.6K | $12.7M | $11.2M | 1.84% | +1.6K | 2026-06-30 |
| 15 | AMD | Advanced Micro Devices Inc | 20.9K | $12.1M | $11.1M | 1.82% | +4.7K | 2026-06-30 |
| 16 | COP | Conocophillips | 109.8K | $11.4M | $16.6M | 2.72% | +22.9K | 2026-06-30 |
| 17 | V | Visa Inc | 29.8K | $10.2M | $12.0M | 1.97% | +5.4K | 2026-06-30 |
| 18 | AMAT | Applied Matls Inc | 14.1K | $10.2M | $5.5M | 0.90% | +3.2K | 2026-06-30 |
| 19 | AXP | American Express Co | 28.6K | $9.7M | $9.0M | 1.48% | +5.2K | 2026-06-30 |
| 20 | PM | Philip Morris Intl Inc | 49.8K | $9.0M | $10.1M | 1.65% | +7.0K | 2026-06-30 |
| 21 | WELL | Welltower Inc | 38.6K | $8.8M | $9.3M | 1.52% | +4.9K | 2026-06-30 |
| 22 | KO | Coca Cola Co | 102.3K | $8.3M | $9.5M | 1.55% | +14.3K | 2026-06-30 |
| 23 | WMT | Walmart Inc | 73.0K | $8.3M | $8.8M | 1.44% | +10.2K | 2026-06-30 |
| 24 | — | Royal Caribbean Group | 26.0K | $8.3M | $8.3M | 1.35% | +4.6K | 2026-06-30 |
| 25 | CTVA | Corteva Inc | 80.1K | $6.8M | $957K | 0.16% | +23.9K | 2026-06-30 |
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