本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Meiji Yasuda Asset Management Co Ltd. (CIK 1491685) reported $2.22B across 596 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($88.5M, 3.98%), AAPL ($75.8M, 3.41%), GOOGL ($64.2M, 2.89%), MSFT ($56.8M, 2.56%), AMZN ($44.2M, 1.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $88.5M | 3.98% | 442,231 | Trimmed |
| 2 | AAPL | APPLE INC | $75.8M | 3.41% | 261,856 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $64.2M | 2.89% | 179,708 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $56.8M | 2.56% | 152,204 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $44.2M | 1.99% | 185,611 | Added |
| 6 | AVGO | BROADCOM INC | $35.1M | 1.58% | 92,816 | Trimmed |
| 7 | VZ | VERIZON COMMUNICATIONS INC | $26.0M | 1.17% | 613,083 | Added |
| 8 | JNJ | JOHNSON & JOHNSON | $25.2M | 1.13% | 99,291 | Trimmed |
| 9 | META | META PLATFORMS INC | $24.6M | 1.11% | 43,628 | Trimmed |
| 10 | MU | MICRON TECHNOLOGY INC | $24.6M | 1.11% | 21,329 | Added |
| 11 | JPM | JPMORGAN CHASE & CO | $24.3M | 1.09% | 74,286 | Trimmed |
| 12 | XOMXXXX | EXXON MOBIL CORP | $24.1M | 1.08% | 176,081 | Added |
| 13 | ABBV | ABBVIE INC | $23.9M | 1.07% | 94,867 | Trimmed |
| 14 | PG | PROCTER & GAMBLE CO | $23.2M | 1.05% | 158,414 | Added |
| 15 | KO | COCA COLA CO | $22.1M | 0.99% | 271,742 | Trimmed |
| 16 | V | VISA INC | $22.0M | 0.99% | 64,122 | Added |
| 17 | TSLA | TESLA INC | $20.1M | 0.91% | 47,838 | Added |
| 18 | NEE | NEXTERA ENERGY INC | $19.5M | 0.88% | 221,777 | Added |
| 19 | RHI | ROBERT HALF INC. | $19.3M | 0.87% | 630,248 | Trimmed |
| 20 | EIX | EDISON INTL | $19.1M | 0.86% | 257,051 | Added |
| 21 | LLY | ELI LILLY & CO | $17.9M | 0.80% | 14,900 | Trimmed |
| 22 | O | REALTY INCOME CORP | $17.2M | 0.77% | 277,646 | Trimmed |
| 23 | TXN | TEXAS INSTRS INC | $16.1M | 0.73% | 54,051 | Trimmed |
| 24 | WMT | WALMART INC | $15.8M | 0.71% | 139,817 | Trimmed |
| 25 | AMCR | AMCOR PLC | $15.6M | 0.70% | 358,828 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2026-06-30