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MYA

Meiji Yasuda America Portfolio holdings

AUM $598M
This Fund
S&P 500
This Quarter Est. Return
+29.88%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$598M
AUM Growth
+$193M
Cap. Flow
+$122M
Cap. Flow %
20.35%
Top 10 Hldgs %
49.3%
Holding
58
New
1
Increased
56
Reduced
–
Closed
1

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$12.3M
2
AAPL icon
Apple
AAPL
+$8.75M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.63M
4
MSFT icon
Microsoft
MSFT
+$7.95M
5
AVGO icon
Broadcom
AVGO
+$5.64M

Top Sells

Rank Stock Value
1
WING icon
Wingstop
WING
+$1.88M

Sector Composition

Rank Sector Weight
1 Technology 38.89%
2 Financials 11.85%
3 Communication Services 10.01%
4 Consumer Discretionary 9.49%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.45T
$53.4M 8.94%
266,970
+59,759
+29% +$12.3M
AAPL icon
2
Apple
AAPL
$4.59T
$39.5M 6.62%
136,631
+30,583
+29% +$8.75M
GOOG icon
3
Alphabet (Google) Class C
GOOG
$4.13T
$39.2M 6.56%
110,964
+24,150
+28% +$8.63M
MSFT icon
4
Microsoft
MSFT
$3.7T
$32.8M 5.48%
87,835
+19,660
+29% +$7.95M
MU icon
5
Micron Technology
MU
$1.03T
$28.9M 4.84%
25,038
+3,843
+18% +$2.88M
AMZN icon
6
Amazon
AMZN
$2.76T
$26.4M 4.41%
110,623
+19,705
+22% +$4.95M
AVGO icon
7
Broadcom
AVGO
$1.75T
$23.7M 3.97%
62,793
+14,054
+29% +$5.64M
LLY icon
8
Eli Lilly
LLY
$1.05T
$18.3M 3.06%
15,267
+4,195
+38% +$4.29M
JPM icon
9
JPMorgan Chase
JPM
$944B
$17.3M 2.9%
52,968
+7,654
+17% +$2.38M
META icon
10
Meta Platforms (Facebook)
META
$1.46T
$15M 2.52%
26,695
+5,809
+28% +$3.55M
PANW icon
11
Palo Alto Networks
PANW
$307B
$14.9M 2.5%
43,795
+9,801
+29% +$2.24M
GE icon
12
GE Aerospace
GE
$360B
$14.5M 2.43%
38,887
+8,177
+27% +$2.56M
CAT icon
13
Caterpillar
CAT
$375B
$14.2M 2.38%
13,351
+2,806
+27% +$2.46M
GS icon
14
Goldman Sachs
GS
$303B
$12.7M 2.13%
12,564
+1,596
+15% +$1.56M
AMD icon
15
Advanced Micro Devices
AMD
$771B
$12.1M 2.03%
20,868
+4,670
+29% +$1.91M
COP icon
16
ConocoPhillips
COP
$154B
$11.4M 1.91%
109,832
+22,936
+26% +$2.72M
V icon
17
Visa
V
$712B
$10.2M 1.71%
29,797
+5,444
+22% +$1.75M
AMAT icon
18
Applied Materials
AMAT
$376B
$10.2M 1.71%
14,124
+3,159
+29% +$1.46M
AXP icon
19
American Express
AXP
$226B
$9.67M 1.62%
28,592
+5,223
+22% +$1.67M
PM icon
20
Philip Morris
PM
$301B
$9.01M 1.51%
49,789
+6,952
+16% +$1.21M
WELL icon
21
Welltower
WELL
$172B
$8.77M 1.47%
38,649
+4,894
+14% +$1.03M
KO icon
22
Coca-Cola
KO
$387B
$8.31M 1.39%
102,292
+14,284
+16% +$1.13M
WMT icon
23
Walmart Inc
WMT
$819B
$8.27M 1.38%
73,010
+10,195
+16% +$1.27M
RCL icon
24
Royal Caribbean
RCL
$77.1B
$8.27M 1.38%
26,035
+4,636
+22% +$1.3M
CTVA icon
25
Corteva
CTVA
$55.1B
$6.78M 1.13%
80,076
+23,851
+42% +$1.92M
1
2 3

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VHMC
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ISB
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SIAP
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WMWM
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LHC
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Meiji Yasuda America's Q2 2026 Portfolio in Review

As of Q2 2026, Meiji Yasuda America held 58 positions worth $598M, up 48% from $404M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Meiji Yasuda America deployed $122M of net new capital in Q2 2026, opening 1 new position and adding to 56 existing holdings. Its largest new stake was Lumentum: 3,815 shares worth $3.27M.

By sector, the portfolio is most concentrated in Technology at 39% of assets, up from 33% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the most notable exit was Wingstop, an estimated $1.88M sold.

  • Meiji Yasuda America's largest Q2 2026 buy was Lumentum: 3,815 shares worth $3.27M.
  • Meiji Yasuda America added most to NVIDIA in Q2 2026, an estimated $12.3M increase.
  • Meiji Yasuda America fully exited Wingstop in Q2 2026, selling an estimated $1.88M.
  • Meiji Yasuda America's ten largest holdings make up 49% of its $598M portfolio in Q2 2026.
  • Meiji Yasuda America opened 1 new position and closed 1 in Q2 2026.
  • Meiji Yasuda America's portfolio value rose 48% quarter-over-quarter to $598M.

Based on Meiji Yasuda America's 13F filing for Q2 2026, filed 28 Jul 2026.