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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
CB icon
26
Chubb
CB
$131B
$6.72M 1.12%
19,725
+3,603
+22% +$1.18M
NEE icon
27
NextEra Energy
NEE
$174B
$6.72M 1.12%
76,542
+11,644
+18% +$1.05M
WM icon
28
Waste Management
WM
$87.2B
$6.55M 1.1%
29,369
+6,175
+27% +$1.37M
RTX icon
29
RTX Corp
RTX
$285B
$6.15M 1.03%
32,423
+6,817
+27% +$1.25M
UBER icon
30
Uber
UBER
$157B
$6.11M 1.02%
84,728
+17,818
+27% +$1.31M
WMB icon
31
Williams Companies
WMB
$90.6B
$6.11M 1.02%
82,211
+17,168
+26% +$1.26M
TSLA icon
32
Tesla
TSLA
$1.39T
$5.9M 0.99%
14,017
+2,495
+22% +$992K
TJX icon
33
TJX Companies
TJX
$149B
$5.86M 0.98%
38,686
+17,020
+79% +$2.69M
HD icon
34
Home Depot
HD
$330B
$5.44M 0.91%
15,426
+2,747
+22% +$894K
AEP icon
35
American Electric Power
AEP
$66.8B
$5.35M 0.9%
39,093
+5,945
+18% +$783K
GILD icon
36
Gilead Sciences
GILD
$184B
$5.31M 0.89%
41,998
+11,544
+38% +$1.52M
PGR icon
37
Progressive
PGR
$127B
$5.19M 0.87%
23,777
+4,343
+22% +$875K
ORLY icon
38
O'Reilly Automotive
ORLY
$71.1B
$4.91M 0.82%
53,294
+9,493
+22% +$866K
SHW icon
39
Sherwin-Williams
SHW
$84.2B
$4.89M 0.82%
14,201
+4,228
+42% +$1.35M
NOW icon
40
ServiceNow
NOW
$142B
$4.86M 0.81%
48,993
+10,966
+29% +$1.09M
SPGI icon
41
S&P Global
SPGI
$129B
$4.85M 0.81%
11,901
+2,173
+22% +$918K
AMGN icon
42
Amgen
AMGN
$238B
$4.83M 0.81%
13,347
+3,668
+38% +$1.26M
GEV icon
43
GE Vernova
GEV
$252B
$4.74M 0.79%
4,036
+847
+27% +$865K
SYK icon
44
Stryker
SYK
$125B
$4.37M 0.73%
13,895
+3,818
+38% +$1.2M
DE icon
45
Deere & Co
DE
$167B
$4.26M 0.71%
6,714
+1,410
+27% +$817K
ICE icon
46
Intercontinental Exchange
ICE
$91B
$4.11M 0.69%
33,356
+13,253
+66% +$1.99M
UNH icon
47
UnitedHealth
UNH
$354B
$3.45M 0.58%
8,301
+2,280
+38% +$845K
LITE icon
48
Lumentum
LITE
$83.1B
$3.27M 0.55%
+3,815
New +$3.4M
TMO icon
49
Thermo Fisher Scientific
TMO
$234B
$3.19M 0.53%
6,359
+1,747
+38% +$839K
DIS icon
50
Walt Disney
DIS
$185B
$2.99M 0.5%
31,025
+6,752
+28% +$688K
1
2
3

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VHMC
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ISB
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SIAP
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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.