Meiji Yasuda America Inc holds a focused book of 57 reported positions worth $597.6M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Lumentum Holdings Inc. Their largest long position is Nvidia Corp at 9% of the reported non-option book. Cloning the disclosed picks since 2026 would be +14% (+26.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Meiji Yasuda America Inc files as an insurer: this book is the equity sleeve of its general account.
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 each quarter's actual reporting lag, ~28 days for the latest filing, with 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
+3 sectors below the cut, 4% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Meiji Yasuda America Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Prospect Hill Management, LLC | 9 / 57 | $232.2M |
| Hoey Investments, Inc | 47 / 57 | $636.8M |
| Hoffman, Alan N Investment Management | 6 / 57 | $139.1M |
| Outlook Capital Management, LLC | 13 / 57 | $248.5M |
| New World Advisors LLC | 32 / 57 | $465.8M |
| Bender Robert & Associates | 21 / 57 | $371.8M |
| AdviceOne Advisory Services, LLC | 17 / 57 | $136.5M |
| 9823 Capital, L.P. | 8 / 57 | $110.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Meiji Yasuda America Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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Use Arkolith to show Meiji Yasuda America Inc's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.