Meiji Yasuda Life Insurance Co

CIK: 0001144492SEC EDGAR →

Portfolio Value

$3.5B

Holdings

221

As of

Q4 2025

New Positions

33

Closed Positions

34

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

19,120,368$2.1B
61.04%
2

SPDR SERIES TRUST

10,592,146$458.0M
13.28%
3

VANGUARD SCOTTSDALE FDS

2,833,000$214.0M
6.20%
4

NVIDIA CORPORATION

233,378$43.0M
1.25%
5

SELECT SECTOR SPDR TR

253,797$36.0M
1.04%
6

APPLE INC

135,211$36.0M
1.04%
7

MICROSOFT CORP

66,624$32.0M
0.93%
8

ALPHABET INC CAP STK

92,183$28.0M
0.81%
9

SELECT SECTOR SPDR TR STATE STREET

193,661$22.0M
0.64%
10

ISHARES TR

938,000$21.0M
0.61%

Quarterly Changes

Top Buys

XLY↑ Increased
$7.7M
XLK↑ Increased
$6.7M
IBDU↑ Increased
$4.9M
IBDS↑ Increased
$4.1M
NFLX↑ Increased
$2.1M

Top Sells

XLC↓ Decreased
$15.5M
GOOGL↓ Decreased
$5.4M
MSFT↓ Decreased
$3.3M
ORCL↓ Decreased
$2.4M
META↓ Decreased
$2.0M

New Positions (27)

$2.0M · 5K shares
$1.0M · 9K shares
$0 · 12K shares
$0 · 13K shares
$0 · 7K shares
$0 · 4K shares
$0 · 2K shares
$0 · 1K shares
$0 · 3K shares
$0 · 2K shares
$0 · 2K shares
$0 · 2K shares
$0 · 1K shares
$0 · 2K shares
$0 · 7K shares
$0 · 2K shares
$0 · 3K shares
$0 · 3K shares
$0 · 2K shares
$0 · 4K shares
$0 · 7K shares
$0 · 2K shares
$0 · 2K shares
$0 · 2K shares
$0 · 10K shares
$0 · 3K shares
$0 · 2K shares

Closed Positions (30)

$1.2M · 28K shares
$1.1M · 8K shares
$859K · 45K shares
$685K · 3K shares
$658K · 4K shares
$649K · 6K shares
$584K · 2K shares
$580K · 2K shares
$535K · 5K shares
$522K · 5K shares
$484K · 18K shares
$472K · 6K shares
$460K · 5K shares
$438K · 1K shares
$425K · 9K shares
$415K · 4K shares
$367K · 7K shares
$362K · 2K shares
$361K · 2K shares
$350K · 9K shares
$325K · 2K shares
$312K · 1K shares
$265K · 1K shares
$261K · 409 shares
$245K · 869 shares
$234K · 981 shares
$230K · 6K shares
$220K · 290 shares
$217K · 11K shares
$208K · 3K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services38$3.0B88.4%
Technology47$166.0M5.0%
Communication Services10$50.0M1.5%
Consumer Cyclical17$43.0M1.3%
Healthcare27$43.0M1.3%
Industrials29$29.0M0.9%
Consumer Defensive12$18.0M0.5%
Unknown9$13.0M0.4%
Energy9$8.0M0.2%
Basic Materials7$7.0M0.2%
Utilities8$7.0M0.2%
Real Estate8$5.0M0.1%