Meiji Yasuda Asset Management Co Ltd. holds a diversified book of 548 reported positions worth $2.0B as of Q1 2026 (disclosed May 14, 2026, a ~44-day 13F lag). This quarter they opened Amcor PLC and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 4% of the reported non-option book. Cloning the disclosed picks since 2013 would be +268% (+10.7%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +310.9%, a 42.4-point gap that is the cost of the ~44-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Meiji Yasuda Asset Management Co Ltd.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 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: diversified 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
+5 sectors below the cut, 10% 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 Asset Management Co Ltd.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 9 / 80 | $639.7M |
| Prospect Hill Management, LLC | 9 / 80 | $237.3M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $420.3M |
| Ketron Financial | 19 / 80 | $282.8M |
| Draper Asset Management, LLC | 9 / 80 | $172.3M |
| H&H International Investment, LLC | 8 / 80 | $16.3B |
| Ardent Capital Management, Inc. | 15 / 80 | $198.9M |
| New World Advisors LLC | 38 / 80 | $471.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Meiji Yasuda Asset Management Co Ltd.: 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 | $85.6M | 491.0K | 4.3% | ▼−4.3% Reduced · −22K sh | |
| 2 | Apple Inc COM | $70.4M | 277.5K | 3.5% | ▼−5.5% Reduced · −16K sh | |
| 3 | Microsoft Corp COM | $56.7M | 153.1K | 2.8% | ▼−6.5% Reduced · −11K sh | |
| 4 | Alphabet Inc CAP STK CL A | $52.4M | 182.1K | 2.6% | ▼−3.0% Reduced · −6K sh | |
| 5 | Amazon Com Inc COM | $38.6M | 185.3K | 1.9% | ▼−7.1% Reduced · −14K sh | |
| 6 | Broadcom Inc COM | $30.6M | 98.9K | 1.5% | ▲+3.9% Added · +4K sh | |
| 7 | Exxon Mobil Corp COM | $29.4M | 173.5K | 1.5% | ▼−7.3% Reduced · −14K sh | |
| 8 | Abbvie Inc COM | $28.7M | 131.9K | 1.4% | ▼−21% Reduced · −35K sh | |
| 9 | Verizon Communications Inc COM | $28.5M | 567.2K | 1.4% | ▼−14% Reduced · −91K sh | |
| 10 | Meta Platforms Inc CL A | $25.1M | 43.8K | 1.3% | ▼−6.3% Reduced · −3K sh | |
| 11 | Johnson & Johnson COM | $24.5M | 100.4K | 1.2% | ▼−8.9% Reduced · −10K sh | |
| 12 | JPMorgan Chase & Co COM | $22.3M | 75.8K | 1.1% | ▼−3.2% Reduced · −2K sh | |
| 13 | Procter & Gamble Co COM | $21.1M | 145.9K | 1.1% | ▲+3.0% Added · +4K sh | |
| 14 | Coca Cola Co COM | $20.7M | 271.8K | 1.0% | ▲+2.6% Added · +7K sh | |
| 15 | Walmart Inc COM | $20.3M | 163.6K | 1.0% | ▼−8.0% Reduced · −14K sh | |
| 16 | Visa Inc COM CL A | $19.3M | 63.7K | 1.0% | ▲+3.0% Added · +2K sh | |
| 17 | Pepsico Inc COM | $18.0M | 115.8K | 0.9% | ▼−9.0% Reduced · −12K sh | |
| 18 | NextEra Energy Inc COM | $17.8M | 191.3K | 0.9% | ▼−6.2% Reduced · −13K sh | |
| 19 | Robert Half Inc. COM | $17.7M | 695.5K | 0.9% | ▲+406% Added · +558K sh | |
| 20 | Edison Intl COM | $17.5M | 238.7K | 0.9% | ▲+32% Added · +58K sh | |
| 21 | Tesla Inc COM | $17.4M | 46.7K | 0.9% | ▼−1.5% Reduced · −702 sh | |
| 22 | Realty Income Corp COM | $17.1M | 279.6K | 0.9% | ▼−4.8% Reduced · −14K sh | |
| 23 | Home Depot Inc COM | $14.6M | 44.3K | 0.7% | ▲+7.5% Added · +3K sh | |
| 24 | Amcor PLC COM NEW | $14.3M | 359.7K | 0.7% | ▲New New position | |
| 25 | Eli Lilly & Co COM | $14.0M | 15.2K | 0.7% | ▼−1.5% Reduced · −232 sh | |
| 26 | Target Corp COM | $13.8M | 114.3K | 0.7% | ▲+68% Added · +46K sh | |
| 27 | Best Buy Inc COM | $13.3M | 206.8K | 0.7% | ▲+45% Added · +64K sh | |
| 28 | Sonoco Prods Co COM | $13.1M | 242.1K | 0.7% | ▲+21% Added · +42K sh | |
| 29 | Cummins Inc COM | $12.7M | 23.6K | 0.6% | ▲+64% Added · +9K sh | |
| 30 | TJX Cos Inc New COM | $12.3M | 77.0K | 0.6% | ▲+2.5% Added · +2K sh | |
| 31 | Franklin Resources Inc COM | $12.3M | 518.8K | 0.6% | ▼−39% Reduced · −337K sh | |
| 32 | Kimberly-Clark Corp COM | $12.2M | 126.2K | 0.6% | ▲+52% Added · +43K sh | |
| 33 | Texas Instrs Inc COM | $11.6M | 59.5K | 0.6% | ▼−9.1% Reduced · −6K sh | |
| 34 | Clorox Co Del COM | $11.2M | 108.3K | 0.6% | ▲+118% Added · +59K sh | |
| 35 | Medtronic PLC SHS | $11.1M | 128.2K | 0.6% | ▼−0.6% Reduced · −737 sh | |
| 36 | Hormel Foods Corp COM | $11.1M | 488.6K | 0.6% | ▲+50% Added · +163K sh | |
| 37 | Federal Rlty Invt TR New SH BEN INT NEW | $11.1M | 104.2K | 0.6% | ▲+8.3% Added · +8K sh | |
| 38 | Alphabet Inc CAP STK CL C | $10.9M | 38.1K | 0.5% | ▼−2.2% Reduced · −859 sh | |
| 39 | US Bancorp COM NEW | $10.6M | 203.5K | 0.5% | ▼−7.2% Reduced · −16K sh | |
| 40 | Price T Rowe Group Inc COM | $10.4M | 115.6K | 0.5% | ▲+18% Added · +17K sh | |
| 41 | BlackRock Inc COM | $10.4M | 10.8K | 0.5% | ▼−2.1% Reduced · −231 sh | |
| 42 | Consolidated Edison Inc COM | $10.4M | 92.0K | 0.5% | ▼−15% Reduced · −16K sh | |
| 43 | Eversource Energy COM | $10.4M | 150.1K | 0.5% | ▼−33% Reduced · −74K sh | |
| 44 | Spire Inc COM | $10.3M | 113.9K | 0.5% | ▲+25% Added · +23K sh | |
| 45 | Smucker J M Co COM NEW | $10.1M | 104.8K | 0.5% | ▲+15% Added · +14K sh | |
| 46 | Ecolab Inc COM | $10.0M | 37.5K | 0.5% | ▲+4.0% Added · +1K sh | |
| 47 | Archer Daniels Midland Co COM | $9.8M | 134.3K | 0.5% | ▼−27% Reduced · −50K sh | |
| 48 | Palantir Technologies Inc CL A | $9.6M | 65.5K | 0.5% | ▲+22% Added · +12K sh | |
| 49 | C H Robinson Worldwide In COM NEW | $9.5M | 57.5K | 0.5% | ▼−37% Reduced · −34K sh | |
| 50 | Chevron Corporation COM | $9.5M | 46.0K | 0.5% | ▼−61% Reduced · −72K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Meiji Yasuda Asset Management Co Ltd.'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.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 44d | 548 | $2.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 37d | 546 | $2.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 44d | 543 | $2.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 543 | $2.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 16, 2025 | 46d | 643 | $2.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 43d | 677 | $2.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 44d | 673 | $2.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 12, 2024 | 43d | 652 | $2.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 45d | 668 | $2.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 45d | 528 | $2.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 44d | 602 | $2.1B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 45d | 589 | $2.0B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 9, 2023 | 39d | 589 | $1.9B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 45d | 590 | $2.1B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 15, 2022 | 46d | 589 | $1.7B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 16, 2022 | 47d | 620 | $1.7B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 17, 2022 | 47d | 615 | $1.8B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 45d | 535 | $1.6B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 43d | 514 | $1.4B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 44d | 513 | $2.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 44d | 501 | $1.4B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 43d | 408 | $1.0B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 12, 2020 | 43d | 371 | $910.2M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 13, 2020 | 44d | 466 | $1.1B | 13F-HR |
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.