Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Nippon Life Global Investors Americas, Inc. (CIK 1040190) reported $2.51B across 101 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($210.7M, 8.38%), GOOG ($163.8M, 6.51%), MSFT ($132.4M, 5.27%), AMZN ($129.2M, 5.14%), AAPL ($124.9M, 4.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $210.7M | 8.38% | 1.1M | Trimmed |
| 2 | GOOG | ALPHABET INC | $163.8M | 6.51% | 463,590 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $132.4M | 5.27% | 355,050 | Added |
| 4 | AMZN | AMAZON COM INC | $129.2M | 5.14% | 542,210 | Added |
| 5 | AAPL | APPLE INC | $124.9M | 4.97% | 431,740 | Trimmed |
| 6 | AVGO | BROADCOM INC | $90.4M | 3.60% | 239,350 | Trimmed |
| 7 | LLY | ELI LILLY & CO | $77.2M | 3.07% | 64,390 | Trimmed |
| 8 | AMD | ADVANCED MICRO DEVICES INC | $71.6M | 2.85% | 123,220 | Added |
| 9 | C | CITIGROUP INC | $68.1M | 2.71% | 486,710 | Trimmed |
| 10 | LRCX | LAM RESEARCH CORP | $67.2M | 2.67% | 154,980 | Trimmed |
| 11 | META | META PLATFORMS INC | $66.8M | 2.66% | 118,620 | Trimmed |
| 12 | MU | MICRON TECHNOLOGY INC | $65.8M | 2.62% | 56,970 | New |
| 13 | FFIV | F5 INC | $61.7M | 2.45% | 148,290 | Added |
| 14 | GEV | GE VERNOVA INC | $61.1M | 2.43% | 51,960 | Added |
| 15 | CAT | CATERPILLAR INC | $57.9M | 2.30% | 54,360 | Trimmed |
| 16 | COST | COSTCO WHOLESALE CORPORATION | $50.6M | 2.01% | 54,130 | Trimmed |
| 17 | V | VISA INC | $49.9M | 1.98% | 145,330 | Added |
| 18 | APH | AMPHENOL CORP | $49.0M | 1.95% | 277,510 | Trimmed |
| 19 | GS | GOLDMAN SACHS GROUP INC | $46.8M | 1.86% | 46,310 | Trimmed |
| 20 | AON | AON PLC | $43.2M | 1.72% | 130,180 | Trimmed |
| 21 | MDT | MEDTRONIC PLC | $37.2M | 1.48% | 471,190 | Trimmed |
| 22 | PG | PROCTER & GAMBLE CO | $37.0M | 1.47% | 252,490 | Trimmed |
| 23 | LIN | LINDE PLC | $36.7M | 1.46% | 70,710 | Added |
| 24 | CVS | CVS HEALTH CORP | $35.9M | 1.43% | 347,480 | Trimmed |
| 25 | BAC | BANK OF AMER CORP | $34.7M | 1.38% | 608,630 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30