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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
BSX icon
51
Boston Scientific
BSX
$68.5B
$2.87M 0.48%
67,171
+18,464
+38% +$1M
VRTX icon
52
Vertex Pharmaceuticals
VRTX
$139B
$2.85M 0.48%
5,733
+1,574
+38% +$698K
DLR icon
53
Digital Realty Trust
DLR
$71.5B
$2.77M 0.46%
15,440
+1,955
+14% +$374K
PODD icon
54
Insulet
PODD
$9.88B
$2.65M 0.44%
17,434
+4,791
+38% +$798K
NFLX icon
55
Netflix
NFLX
$331B
$2.6M 0.44%
36,442
+7,930
+28% +$698K
INTU icon
56
Intuit
INTU
$95.2B
$2.52M 0.42%
9,669
+2,163
+29% +$753K
ZTS icon
57
Zoetis
ZTS
$31.2B
$1.13M 0.19%
15,663
+4,305
+38% +$405K
WING icon
58
Wingstop
WING
$2.93B
– –
-12,107
Closed -$1.88M
1 2
3

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VHMC
Value Holdings Management Company Hampton Bays, New York $598M AUM 53.46% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $598M AUM 26.27% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
SL
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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.