Norinchukin Bank, The Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$6.7B
Holdings
567
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (567 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | LRCXLAM RESEARCH CORP | 106,000 | $10.3B | 153.54% | |
| 102 | KLACKLA CORP | 11,001 | $9.9B | 146.64% | |
| 103 | VRTXVERTEX PHARMACEUTICALS INC | 21,936 | $9.8B | 145.33% | |
| 104 | ADIANALOG DEVICES INC | 40,898 | $9.7B | 144.86% | |
| 105 | DWDMORGAN STANLEY | 68,537 | $9.7B | 143.66% | |
| 106 | WELLWELLTOWER INC | 61,328 | $9.4B | 140.30% | |
| 107 | SNPSSYNOPSYS INC | 18,231 | $9.3B | 139.09% | |
| 108 | PGRPROGRESSIVE CORP | 33,367 | $8.9B | 132.51% | |
| 109 | BSXBOSTON SCIENTIFIC CORP | 82,837 | $8.9B | 132.41% | |
| 110 | TRVCCITIGROUP INC | 103,127 | $8.8B | 130.63% | |
| 111 | SBUXSTARBUCKS CORP | 95,393 | $8.7B | 130.07% | |
| 112 | BLKBLACKROCK INC | 8,242 | $8.6B | 128.69% | |
| 113 | SCHWSCHWAB CHARLES CORP | 94,333 | $8.6B | 128.08% | |
| 114 | CEGCONSTELLATION ENERGY CORP | 26,658 | $8.6B | 128.04% | |
| 115 | NEENEXTERA ENERGY INC | 123,407 | $8.6B | 127.49% | |
| 116 | TMOTHERMO FISHER SCIENTIFIC INC | 20,368 | $8.3B | 122.90% | |
| 117 | INTCINTEL CORP | 359,898 | $8.1B | 119.97% | |
| 118 | GEVGE VERNOVA INC | 14,419 | $7.6B | 113.54% | |
| 119 | SYKSTRYKER CORPORATION | 19,229 | $7.6B | 113.21% | |
| 120 | DASHDOORDASH INC | 30,756 | $7.6B | 112.82% | |
| 121 | EQIXEQUINIX INC | 9,430 | $7.5B | 111.63% | |
| 122 | PFEPFIZER INC | 301,191 | $7.3B | 108.65% | |
| 123 | CDNSCADENCE DESIGN SYSTEM INC | 23,552 | $7.3B | 108.00% | |
| 124 | DHRDANAHER CORPORATION | 36,256 | $7.2B | 106.58% | |
| 125 | MDLZMONDELEZ INTL INC | 104,981 | $7.1B | 105.36% | |
| 126 | LOWLOWES COS INC | 31,776 | $7.1B | 104.91% | |
| 127 | COPCONOCOPHILLIPS | 76,925 | $6.9B | 102.73% | |
| 128 | COFCAPITAL ONE FINL CORP | 31,864 | $6.8B | 100.89% | |
| 129 | ORLYOREILLY AUTOMOTIVE INC | 73,032 | $6.6B | 97.95% | |
| 130 | TRVTRAVELERS COMPANIES INC | 23,773 | $6.4B | 94.65% | |
| 131 | AXONAXON ENTERPRISE INC | 7,655 | $6.3B | 94.32% | |
| 132 | ETNEATON CORP PLC | 17,692 | $6.3B | 93.99% | |
| 133 | UNPUNION PAC CORP | 27,223 | $6.3B | 93.21% | |
| 134 | PYPLPAYPAL HLDGS INC | 84,039 | $6.2B | 92.94% | |
| 135 | BXBLACKSTONE INC | 41,171 | $6.2B | 91.64% | |
| 136 | MDTMEDTRONIC PLC | 70,435 | $6.1B | 91.37% | |
| 137 | CBCHUBB LIMITED | 21,151 | $6.1B | 91.19% | |
| 138 | FTNTFORTINET INC | 57,780 | $6.1B | 90.90% | |
| 139 | ICEINTERCONTINENTAL EXCHANGE IN | 32,243 | $5.9B | 88.03% | |
| 140 | ANETARISTA NETWORKS INC | 57,447 | $5.9B | 87.46% | |
| 141 | ADSKAUTODESK INC | 18,909 | $5.9B | 87.11% | |
| 142 | LMTLOCKHEED MARTIN CORP | 12,476 | $5.8B | 85.99% | |
| 143 | CMECME GROUP INC | 20,826 | $5.7B | 85.42% | |
| 144 | MOALTRIA GROUP INC | 96,944 | $5.7B | 84.58% | |
| 145 | MRSHMARSH & MCLENNAN COS INC | 25,827 | $5.6B | 84.03% | |
| 146 | FISVFISERV INC | 32,575 | $5.6B | 83.58% | |
| 147 | TTTRANE TECHNOLOGIES PLC | 12,486 | $5.5B | 81.27% | |
| 148 | ECLECOLAB INC | 20,174 | $5.4B | 80.89% | |
| 149 | MMM3M CO | 35,640 | $5.4B | 80.74% | |
| 150 | AMTAMERICAN TOWER CORP NEW | 24,257 | $5.4B | 79.78% | |
| 151 | BMYBRISTOL-MYERS SQUIBB CO | 115,627 | $5.4B | 79.65% | |
| 152 | OREALTY INCOME CORP | 92,723 | $5.3B | 79.49% | |
| 153 | CITHE CIGNA GROUP | 16,110 | $5.3B | 79.25% | |
| 154 | FQIDIGITAL RLTY TR INC | 30,518 | $5.3B | 79.17% | |
| 155 | ELVELEVANCE HEALTH INC | 13,582 | $5.3B | 78.62% | |
| 156 | SPGSIMON PPTY GROUP INC NEW | 32,559 | $5.2B | 77.89% | |
| 157 | MARMARRIOTT INTL INC NEW | 18,937 | $5.2B | 76.99% | |
| 158 | ROPROPER TECHNOLOGIES INC | 9,082 | $5.1B | 76.61% | |
| 159 | CVSCVS HEALTH CORP | 73,879 | $5.1B | 75.84% | |
| 160 | KKRKKR & CO INC | 38,264 | $5.1B | 75.75% | |
| 161 | ABNBAIRBNB INC | 38,455 | $5.1B | 75.73% | |
| 162 | MCKMCKESSON CORP | 6,912 | $5.1B | 75.37% | |
| 163 | AEPAMERICAN ELEC PWR CO INC | 47,846 | $5.0B | 73.88% | |
| 164 | T7DTRANSDIGM GROUP INC | 3,220 | $4.9B | 72.87% | |
| 165 | PSAPUBLIC STORAGE OPER CO | 16,446 | $4.8B | 71.81% | |
| 166 | REGNREGENERON PHARMACEUTICALS | 9,154 | $4.8B | 71.52% | |
| 167 | PAYXPAYCHEX INC | 32,914 | $4.8B | 71.25% | |
| 168 | CSXCSX CORP | 140,656 | $4.6B | 68.30% | |
| 169 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 18,875 | $4.6B | 68.21% | |
| 170 | SOSOUTHERN CO | 48,471 | $4.5B | 66.24% | |
| 171 | WDAYWORKDAY INC | 18,499 | $4.4B | 66.07% | |
| 172 | PCARPACCAR INC | 46,578 | $4.4B | 65.89% | |
| 173 | NXPINXP SEMICONDUCTORS N V | 20,251 | $4.4B | 65.84% | |
| 174 | MNSTMONSTER BEVERAGE CORP NEW | 70,145 | $4.4B | 65.39% | |
| 175 | GDGENERAL DYNAMICS CORP | 14,886 | $4.3B | 64.61% | |
| 176 | MCOMOODYS CORP | 8,654 | $4.3B | 64.60% | |
| 177 | WMWASTE MGMT INC DEL | 18,940 | $4.3B | 64.49% | |
| 178 | EOGEOG RES INC | 35,677 | $4.3B | 63.50% | |
| 179 | CMGCHIPOTLE MEXICAN GRILL INC | 75,814 | $4.3B | 63.35% | |
| 180 | UPSUNITED PARCEL SERVICE INC | 41,803 | $4.2B | 62.79% | |
| 181 | AJGGALLAGHER ARTHUR J & CO | 13,147 | $4.2B | 62.63% | |
| 182 | CLCOLGATE PALMOLIVE CO | 46,023 | $4.2B | 62.26% | |
| 183 | EMREMERSON ELEC CO | 31,316 | $4.2B | 62.13% | |
| 184 | PEOEXELON CORP | 95,744 | $4.2B | 61.86% | |
| 185 | PHPARKER-HANNIFIN CORP | 5,895 | $4.1B | 61.27% | |
| 186 | SHOPSHOPIFY INC | 35,674 | $4.1B | 61.24% | |
| 187 | IDXXIDEXX LABS INC | 7,652 | $4.1B | 61.07% | |
| 188 | DUKDUKE ENERGY CORP NEW | 34,359 | $4.1B | 60.33% | |
| 189 | NOCNORTHROP GRUMMAN CORP | 8,102 | $4.1B | 60.28% | |
| 190 | AONAON PLC | 11,272 | $4.0B | 59.84% | |
| 191 | MLB1MERCADOLIBRE INC | 1,509 | $3.9B | 58.69% | |
| 192 | MSIMOTOROLA SOLUTIONS INC | 9,370 | $3.9B | 58.63% | |
| 193 | BKRBAKER HUGHES COMPANY | 101,198 | $3.9B | 57.74% | |
| 194 | PNCPNC FINL SVCS GROUP INC | 20,791 | $3.9B | 57.68% | |
| 195 | CHTRCHARTER COMMUNICATIONS INC N | 9,434 | $3.9B | 57.39% | |
| 196 | JCIJOHNSON CTLS INTL PLC | 36,354 | $3.8B | 57.14% | |
| 197 | APOAPOLLO GLOBAL MGMT INC | 26,368 | $3.7B | 55.67% | |
| 198 | USBUS BANCORP DEL | 81,980 | $3.7B | 55.20% | |
| 199 | RCLROYAL CARIBBEAN GROUP | 11,788 | $3.7B | 54.93% | |
| 200 | NEMNEWMONT CORP | 63,217 | $3.7B | 54.81% |