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MYAM

Meiji Yasuda Asset Management Portfolio holdings

AUM $2.22B
1-Year Est. Return 32.92%
This Fund
S&P 500
This Quarter Est. Return
+18.63%
1 Year Est. Return
+32.92%
3 Year Est. Return
+93.92%
5 Year Est. Return
+117.74%
10 Year Est. Return
+446.93%
AUM
$2.22B
AUM Growth
+$219M
Cap. Flow
+$1.98M
Cap. Flow %
0.09%
Top 10 Hldgs %
20.93%
Holding
612
New
64
Increased
203
Reduced
232
Closed
16

Top Buys

Rank Stock Value
1
MPWR icon
Monolithic Power Systems
MPWR
+$6.27M
2
AMAT icon
Applied Materials
AMAT
+$4.69M
3
INTC icon
Intel
INTC
+$4.59M
4
RTX icon
RTX Corp
RTX
+$3.8M
5
MU icon
Micron Technology
MU
+$3.66M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$10M
2
ABBV icon
AbbVie
ABBV
+$7.96M
3
ETN icon
Eaton
ETN
+$6.05M
4
AAPL icon
Apple
AAPL
+$4.49M
5
TSM icon
TSMC
TSM
+$4.35M

Sector Composition

Rank Sector Weight
1 Technology 25.23%
2 Industrials 13%
3 Financials 10.41%
4 Consumer Staples 9.57%
5 Healthcare 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OGS icon
76
ONE Gas
OGS
$5.02B
$8.36M 0.38%
108,420
+2,229
+2% +$185K
SYY icon
77
Sysco
SYY
$38.4B
$8.24M 0.37%
98,639
-1,472
-1% -$111K
ECL icon
78
Ecolab
ECL
$78.3B
$8.13M 0.37%
29,170
-8,341
-22% -$2.2M
ITW icon
79
Illinois Tool Works
ITW
$76.9B
$8.06M 0.36%
29,789
-587
-2% -$152K
SCHW
80
Charles Schwab
SCHW
$189B
$8.01M 0.36%
86,812
+4,068
+5% +$371K
MRK icon
81
Merck
MRK
$371B
$7.95M 0.36%
61,840
-607
-1% -$71K
INTC icon
82
Intel
INTC
$506B
$7.9M 0.36%
56,554
+45,388
+406% +$4.59M
PLTR icon
83
Palantir
PLTR
$419B
$7.78M 0.35%
66,669
+1,163
+2% +$159K
ARM icon
84
Arm
ARM
$269B
$7.77M 0.35%
21,921
+6,018
+38% +$1.6M
ABT icon
85
Abbott
ABT
$187B
$7.73M 0.35%
85,147
+4,516
+6% +$412K
AME icon
86
Ametek
AME
$54.5B
$7.67M 0.35%
31,705
+995
+3% +$229K
PPG icon
87
PPG Industries
PPG
$25B
$7.61M 0.34%
62,718
-357
-0.6% -$39.8K
BRK.B icon
88
Berkshire Hathaway Class B
BRK.B
$1.08T
$7.59M 0.34%
15,175
-81
-0.5% -$38.9K
CAT icon
89
Caterpillar
CAT
$374B
$7.46M 0.34%
7,005
-4,751
-40% -$4.17M
CVX icon
90
Chevron
CVX
$409B
$7.45M 0.34%
44,974
-1,058
-2% -$197K
KEYS icon
91
Keysight
KEYS
$55.7B
$7.38M 0.33%
21,074
-489
-2% -$167K
PANW icon
92
Palo Alto Networks
PANW
$272B
$7.25M 0.33%
21,261
-16,891
-44% -$3.87M
LRCX icon
93
Lam Research
LRCX
$385B
$7.14M 0.32%
16,477
+5,031
+44% +$1.53M
BKNG icon
94
Booking.com
BKNG
$145B
$7.09M 0.32%
39,756
-14,294
-26% -$2.44M
EMR icon
95
Emerson Electric
EMR
$85.2B
$7.04M 0.32%
49,204
+6,128
+14% +$863K
FAST icon
96
Fastenal
FAST
$56.9B
$7.01M 0.32%
145,972
+3,420
+2% +$155K
AEIS icon
97
Advanced Energy
AEIS
$11.3B
$6.97M 0.31%
18,699
+3,846
+26% +$1.34M
PWR icon
98
Quanta Services
PWR
$93.9B
$6.84M 0.31%
9,496
-423
-4% -$289K
NFG icon
99
National Fuel Gas
NFG
$7.92B
$6.82M 0.31%
88,384
+9,478
+12% +$784K
MCHP icon
100
Microchip Technology
MCHP
$40.3B
$6.82M 0.31%
74,740
-15,698
-17% -$1.4M
2 3
4
5 6

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ACM
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MCP
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Meiji Yasuda Asset Management's Q2 2026 Portfolio in Review

As of Q2 2026, Meiji Yasuda Asset Management held 612 positions worth $2.22B, up 11% from $2B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

Meiji Yasuda Asset Management's Q2 2026 filing shows 64 new, 203 increased, 232 reduced and 16 closed positions. Its largest new stake was Brown & Brown: 51,289 shares worth $3.29M. The largest sale was NVIDIA, an estimated $10M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 22% a quarter earlier, followed by Industrials and Financials.

  • Meiji Yasuda Asset Management's largest Q2 2026 buy was Brown & Brown: 51,289 shares worth $3.29M.
  • Meiji Yasuda Asset Management added most to Monolithic Power Systems in Q2 2026, an estimated $6.27M increase.
  • Meiji Yasuda Asset Management's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $10M.
  • Meiji Yasuda Asset Management fully exited Coterra Energy in Q2 2026, selling an estimated $758K.
  • Meiji Yasuda Asset Management's ten largest holdings make up 21% of its $2.22B portfolio in Q2 2026.
  • Meiji Yasuda Asset Management opened 64 new positions and closed 16 in Q2 2026.
  • Meiji Yasuda Asset Management's portfolio value rose 11% quarter-over-quarter to $2.22B.

Based on Meiji Yasuda Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.