Meiji Yasuda America Inc holds a focused book of 57 stocks worth $597.6M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Lumentum Holdings Inc. Their largest long position is Nvidia Corp at 9% of the equity book. Cloning the disclosed picks since 2026 would be +11% (+24.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2072353/holdings"
Use Arkolith to show Meiji Yasuda America Inc's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 5.3 points over this window.
Growth of $10,000 cloning Meiji Yasuda America Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Meiji Yasuda America Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 59 / 57 | $2.9T |
| BlackRock, Inc. | 59 / 57 | $2.2T |
| VANGUARD CAPITAL MANAGEMENT LLC | 59 / 57 | $1.8T |
| STATE STREET CORP | 59 / 57 | $1.2T |
| FMR LLC | 59 / 57 | $773.5B |
| GEODE CAPITAL MANAGEMENT, LLC | 59 / 57 | $689.9B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 59 / 57 | $610.0B |
| MORGAN STANLEY | 59 / 57 | $500.0B |
Ranked by how many of Meiji Yasuda America Inc's top 57 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $53.4M | 267.0K | 8.9% | ▲+29% Added · +60K sh | |
| 2 | Apple Inc COM | $39.5M | 136.6K | 6.6% | ▲+29% Added · +31K sh | |
| 3 | Alphabet Inc CAP STK CL C | $39.2M | 111.0K | 6.6% | ▲+28% Added · +24K sh | |
| 4 | Microsoft Corp COM | $32.8M | 87.8K | 5.5% | ▲+29% Added · +20K sh | |
| 5 | Micron Technology Inc COM | $28.9M | 25.0K | 4.8% | ▲+18% Added · +4K sh | |
| 6 | Amazon Com Inc COM | $26.4M | 110.6K | 4.4% | ▲+22% Added · +20K sh | |
| 7 | Broadcom Inc COM | $23.7M | 62.8K | 4.0% | ▲+29% Added · +14K sh | |
| 8 | Eli Lilly & Co COM | $18.3M | 15.3K | 3.1% | ▲+38% Added · +4K sh | |
| 9 | JPMorgan Chase & Co COM | $17.3M | 53.0K | 2.9% | ▲+17% Added · +8K sh | |
| 10 | Meta Platforms Inc CL A | $15.0M | 26.7K | 2.5% | ▲+28% Added · +6K sh | |
| 11 | Palo Alto Networks Inc COM | $14.9M | 43.8K | 2.5% | ▲+29% Added · +10K sh | |
| 12 | Ge Aerospace COM NEW | $14.5M | 38.9K | 2.4% | ▲+27% Added · +8K sh | |
| 13 | Caterpillar Inc COM | $14.2M | 13.4K | 2.4% | ▲+27% Added · +3K sh | |
| 14 | Goldman Sachs Group Inc COM | $12.7M | 12.6K | 2.1% | ▲+15% Added · +2K sh | |
| 15 | Advanced Micro Devices Inc COM | $12.1M | 20.9K | 2.0% | ▲+29% Added · +5K sh | |
| 16 | ConocoPhillips COM | $11.4M | 109.8K | 1.9% | ▲+26% Added · +23K sh | |
| 17 | Visa Inc COM CL A | $10.2M | 29.8K | 1.7% | ▲+22% Added · +5K sh | |
| 18 | Applied Matls Inc COM | $10.2M | 14.1K | 1.7% | ▲+29% Added · +3K sh | |
| 19 | American Express Co COM | $9.7M | 28.6K | 1.6% | ▲+22% Added · +5K sh | |
| 20 | Philip Morris Intl Inc COM | $9.0M | 49.8K | 1.5% | ▲+16% Added · +7K sh | |
| 21 | Welltower Inc COM | $8.8M | 38.6K | 1.5% | ▲+14% Added · +5K sh | |
| 22 | Coca Cola Co COM | $8.3M | 102.3K | 1.4% | ▲+16% Added · +14K sh | |
| 23 | Walmart Inc COM | $8.3M | 73.0K | 1.4% | ▲+16% Added · +10K sh | |
| 24 | Royal Caribbean Group COM | $8.3M | 26.0K | 1.4% | ▲+22% Added · +5K sh | |
| 25 | Corteva Inc COM | $6.8M | 80.1K | 1.1% | ▲+42% Added · +24K sh | |
| 26 | Chubb Limited COM | $6.7M | 19.7K | 1.1% | ▲+22% Added · +4K sh | |
| 27 | NextEra Energy Inc COM | $6.7M | 76.5K | 1.1% | ▲+18% Added · +12K sh | |
| 28 | Waste Mgmt Inc Del COM | $6.5M | 29.4K | 1.1% | ▲+27% Added · +6K sh | |
| 29 | RTX Corporation COM | $6.2M | 32.4K | 1.0% | ▲+27% Added · +7K sh | |
| 30 | Uber Technologies Inc COM | $6.1M | 84.7K | 1.0% | ▲+27% Added · +18K sh | |
| 31 | Williams Cos Inc COM | $6.1M | 82.2K | 1.0% | ▲+26% Added · +17K sh | |
| 32 | Tesla Inc COM | $5.9M | 14.0K | 1.0% | ▲+22% Added · +2K sh | |
| 33 | TJX Cos Inc New COM | $5.9M | 38.7K | 1.0% | ▲+79% Added · +17K sh | |
| 34 | Home Depot Inc COM | $5.4M | 15.4K | 0.9% | ▲+22% Added · +3K sh | |
| 35 | American Elec PWR Co Inc COM | $5.3M | 39.1K | 0.9% | ▲+18% Added · +6K sh | |
| 36 | Gilead Sciences Inc COM | $5.3M | 42.0K | 0.9% | ▲+38% Added · +12K sh | |
| 37 | Progressive Corp COM | $5.2M | 23.8K | 0.9% | ▲+22% Added · +4K sh | |
| 38 | Oreilly Automotive Inc COM | $4.9M | 53.3K | 0.8% | ▲+22% Added · +9K sh | |
| 39 | Sherwin Williams Co COM | $4.9M | 14.2K | 0.8% | ▲+42% Added · +4K sh | |
| 40 | Servicenow Inc COM | $4.9M | 49.0K | 0.8% | ▲+29% Added · +11K sh | |
| 41 | S&P Global Inc COM | $4.8M | 11.9K | 0.8% | ▲+22% Added · +2K sh | |
| 42 | Amgen Inc COM | $4.8M | 13.3K | 0.8% | ▲+38% Added · +4K sh | |
| 43 | Ge Vernova Inc COM | $4.7M | 4.0K | 0.8% | ▲+27% Added · +847 sh | |
| 44 | Stryker Corporation COM | $4.4M | 13.9K | 0.7% | ▲+38% Added · +4K sh | |
| 45 | Deere & Co COM | $4.3M | 6.7K | 0.7% | ▲+27% Added · +1K sh | |
| 46 | Intercontinental Exchange In COM | $4.1M | 33.4K | 0.7% | ▲+66% Added · +13K sh | |
| 47 | Unitedhealth Group Inc COM | $3.5M | 8.3K | 0.6% | ▲+38% Added · +2K sh | |
| 48 | Lumentum Hldgs Inc COM | $3.3M | 3.8K | 0.5% | ▲New New position | |
| 49 | Thermo Fisher Scientific Inc COM | $3.2M | 6.4K | 0.5% | ▲+38% Added · +2K sh | |
| 50 | Disney Walt Co COM | $3.0M | 31.0K | 0.5% | ▲+28% Added · +7K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.