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MYA

Meiji Yasuda America Portfolio holdings

AUM $598M
This Fund
S&P 500
This Quarter Est. Return
+4.93%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$436M
AUM Growth
–
Cap. Flow
+$431M
Cap. Flow %
98.91%
Top 10 Hldgs %
50.7%
Holding
56
New
56
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$39.1M
2
MSFT icon
Microsoft
MSFT
+$34.6M
3
AAPL icon
Apple
AAPL
+$28.9M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$25.2M
5
AMZN icon
Amazon
AMZN
+$21.1M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 35.42%
2 Financials 13.78%
3 Communication Services 11.19%
4 Consumer Discretionary 10.47%
5 Healthcare 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMO icon
51
Thermo Fisher Scientific
TMO
$235B
$2.71M 0.62%
+4,675
New +$2.64M
WING icon
52
Wingstop
WING
$2.94B
$2.42M 0.56%
+10,148
New +$2.51M
UNH icon
53
UnitedHealth
UNH
$354B
$2.01M 0.46%
+6,103
New +$2.07M
VRTX icon
54
Vertex Pharmaceuticals
VRTX
$139B
$1.91M 0.44%
+4,216
New +$1.82M
NFLX icon
55
Netflix
NFLX
$332B
$1.49M 0.34%
+15,840
New +$1.71M
ZTS icon
56
Zoetis
ZTS
$31.2B
$1.45M 0.33%
+11,514
New +$1.5M
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 Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Meiji Yasuda America, which disclosed 56 positions worth $436M. Its ten largest holdings account for 51% of the portfolio.

Its largest position is NVIDIA: 210,060 shares worth $39.2M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, followed by Financials and Communication Services.

  • Meiji Yasuda America's largest Q4 2025 buy was NVIDIA: 210,060 shares worth $39.2M.
  • Meiji Yasuda America's ten largest holdings make up 51% of its $436M portfolio in Q4 2025.
  • Meiji Yasuda America disclosed 56 positions in Q4 2025, its first 13F filing on record.

Based on Meiji Yasuda America's 13F filing for Q4 2025, filed 12 Feb 2026.