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 |
|---|---|---|---|---|---|
| 201 | KDPKEURIG DR PEPPER INC | 110,501 | $3.7B | 54.36% | |
| 202 | BKBANK NEW YORK MELLON CORP | 40,019 | $3.6B | 54.26% | |
| 203 | ROSTROSS STORES INC | 28,446 | $3.6B | 54.01% | |
| 204 | VICIVICI PPTYS INC | 110,455 | $3.6B | 53.58% | |
| 205 | AZOAUTOZONE INC | 932 | $3.5B | 51.49% | |
| 206 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 43,231 | $3.4B | 50.20% | |
| 207 | HWMHOWMET AEROSPACE INC | 18,105 | $3.4B | 50.15% | |
| 208 | CARRCARRIER GLOBAL CORPORATION | 45,692 | $3.3B | 49.77% | |
| 209 | WMBWILLIAMS COS INC | 53,162 | $3.3B | 49.69% | |
| 210 | SLBSCHLUMBERGER LTD | 96,793 | $3.3B | 48.69% | |
| 211 | EXREXTRA SPACE STORAGE INC | 22,122 | $3.3B | 48.54% | |
| 212 | FCXFREEPORT-MCMORAN INC | 75,209 | $3.3B | 48.52% | |
| 213 | FICOFAIR ISAAC CORP | 1,777 | $3.2B | 48.34% | |
| 214 | EAELECTRONIC ARTS INC | 20,266 | $3.2B | 48.16% | |
| 215 | APPAPPLOVIN CORP | 9,169 | $3.2B | 47.77% | |
| 216 | HCAHCA HEALTHCARE INC | 8,318 | $3.2B | 47.42% | |
| 217 | TFCTRUIST FINL CORP | 73,400 | $3.2B | 46.96% | |
| 218 | PSXPHILLIPS 66 | 26,362 | $3.1B | 46.80% | |
| 219 | IRMIRON MTN INC DEL | 30,596 | $3.1B | 46.70% | |
| 220 | AVBAVALONBAY CMNTYS INC | 15,285 | $3.1B | 46.29% | |
| 221 | PWRQUANTA SVCS INC | 8,164 | $3.1B | 45.93% | |
| 222 | MIGAMICROSTRATEGY INC | 7,570 | $3.1B | 45.54% | |
| 223 | AFLAFLAC INC | 28,978 | $3.1B | 45.48% | |
| 224 | MPCMARATHON PETE CORP | 18,350 | $3.0B | 45.36% | |
| 225 | MCHPMICROCHIP TECHNOLOGY INC. | 43,095 | $3.0B | 45.13% | |
| 226 | MSCIMSCI INC | 5,187 | $3.0B | 44.52% | |
| 227 | HLTHILTON WORLDWIDE HLDGS INC | 11,230 | $3.0B | 44.51% | |
| 228 | ALSALLSTATE CORP | 14,754 | $3.0B | 44.20% | |
| 229 | COINCOINBASE GLOBAL INC | 8,430 | $3.0B | 43.97% | |
| 230 | ABGCENCORA INC | 9,841 | $3.0B | 43.91% | |
| 231 | APDAIR PRODS & CHEMS INC | 10,440 | $2.9B | 43.82% | |
| 232 | DC4DEXCOM INC | 33,601 | $2.9B | 43.65% | |
| 233 | SRESEMPRA | 38,607 | $2.9B | 43.53% | |
| 234 | A4SAMERIPRISE FINL INC | 5,470 | $2.9B | 43.45% | |
| 235 | URIUNITED RENTALS INC | 3,866 | $2.9B | 43.34% | |
| 236 | XELXCEL ENERGY INC | 42,275 | $2.9B | 42.84% | |
| 237 | GEHCGE HEALTHCARE TECHNOLOGIES I | 38,764 | $2.9B | 42.73% | |
| 238 | DDOMINION ENERGY INC | 50,368 | $2.8B | 42.36% | |
| 239 | CSGPCOSTAR GROUP INC | 35,355 | $2.8B | 42.30% | |
| 240 | AIGAMERICAN INTL GROUP INC | 33,208 | $2.8B | 42.30% | |
| 241 | CTVACORTEVA INC | 38,065 | $2.8B | 42.22% | |
| 242 | VENVENTAS INC | 44,408 | $2.8B | 41.73% | |
| 243 | LHXL3HARRIS TECHNOLOGIES INC | 11,176 | $2.8B | 41.72% | |
| 244 | 8CWCROWN CASTLE INC | 27,136 | $2.8B | 41.48% | |
| 245 | VSTVISTRA CORP | 14,356 | $2.8B | 41.40% | |
| 246 | GWWGRAINGER W W INC | 2,674 | $2.8B | 41.39% | |
| 247 | WBDWARNER BROS DISCOVERY INC | 236,989 | $2.7B | 40.42% | |
| 248 | FANGDIAMONDBACK ENERGY INC | 19,664 | $2.7B | 40.21% | |
| 249 | AKXANSYS INC | 7,652 | $2.7B | 39.99% | |
| 250 | PEGPUBLIC SVC ENTERPRISE GRP IN | 31,901 | $2.7B | 39.96% | |
| 251 | TELTE CONNECTIVITY PLC | 15,828 | $2.7B | 39.73% | |
| 252 | ROKROCKWELL AUTOMATION INC | 7,977 | $2.6B | 39.43% | |
| 253 | METMETLIFE INC | 32,929 | $2.6B | 39.41% | |
| 254 | HESHESS CORP | 19,023 | $2.6B | 39.22% | |
| 255 | NSCNORFOLK SOUTHN CORP | 10,176 | $2.6B | 38.76% | |
| 256 | GMGENERAL MTRS CO | 52,788 | $2.6B | 38.66% | |
| 257 | DYHTARGET CORP | 25,631 | $2.5B | 37.63% | |
| 258 | CMICUMMINS INC | 7,693 | $2.5B | 37.49% | |
| 259 | VLOVALERO ENERGY CORP | 18,703 | $2.5B | 37.41% | |
| 260 | KRKROGER CO | 34,901 | $2.5B | 37.25% | |
| 261 | KMIKINDER MORGAN INC DEL | 84,431 | $2.5B | 36.94% | |
| 262 | EQREQUITY RESIDENTIAL | 36,298 | $2.4B | 36.46% | |
| 263 | YUMYUM BRANDS INC | 16,364 | $2.4B | 36.08% | |
| 264 | EQTEQT CORP | 41,249 | $2.4B | 35.80% | |
| 265 | BDXBECTON DICKINSON & CO | 13,906 | $2.4B | 35.65% | |
| 266 | OKEONEOK INC NEW | 29,284 | $2.4B | 35.57% | |
| 267 | ODFLOLD DOMINION FREIGHT LINE IN | 14,621 | $2.4B | 35.31% | |
| 268 | CAHCARDINAL HEALTH INC | 13,702 | $2.3B | 34.26% | |
| 269 | KVUEKENVUE INC | 109,785 | $2.3B | 34.19% | |
| 270 | FDXFEDEX CORP | 10,086 | $2.3B | 34.12% | |
| 271 | CBRECBRE GROUP INC | 16,359 | $2.3B | 34.11% | |
| 272 | AMEAMETEK INC | 12,667 | $2.3B | 34.11% | |
| 273 | LULULULULEMON ATHLETICA INC | 9,594 | $2.3B | 33.92% | |
| 274 | FFORD MTR CO | 208,369 | $2.3B | 33.64% | |
| 275 | FISFIDELITY NATL INFORMATION SV | 27,587 | $2.2B | 33.42% | |
| 276 | OTISOTIS WORLDWIDE CORP | 22,618 | $2.2B | 33.33% | |
| 277 | KMBKIMBERLY-CLARK CORP | 17,158 | $2.2B | 32.92% | |
| 278 | EDCONSOLIDATED EDISON INC | 21,606 | $2.2B | 32.26% | |
| 279 | HIGHARTFORD INSURANCE GROUP INC | 16,486 | $2.1B | 31.13% | |
| 280 | DHID R HORTON INC | 16,198 | $2.1B | 31.08% | |
| 281 | EFXEQUIFAX INC | 8,024 | $2.1B | 30.97% | |
| 282 | NDAQNASDAQ INC | 23,258 | $2.1B | 30.95% | |
| 283 | KHCKRAFT HEINZ CO | 80,329 | $2.1B | 30.87% | |
| 284 | CDWCDW CORP | 11,586 | $2.1B | 30.79% | |
| 285 | ASMLASML HOLDING N V | 2,565 | $2.1B | 30.59% | |
| 286 | SYYSYSCO CORP | 27,130 | $2.1B | 30.58% | |
| 287 | RSGREPUBLIC SVCS INC | 8,315 | $2.1B | 30.51% | |
| 288 | PDDPDD HOLDINGS INC | 19,579 | $2.0B | 30.49% | |
| 289 | DELLDELL TECHNOLOGIES INC | 16,579 | $2.0B | 30.25% | |
| 290 | PCGPG&E CORP | 144,968 | $2.0B | 30.07% | |
| 291 | PRUPRUDENTIAL FINL INC | 18,698 | $2.0B | 29.90% | |
| 292 | WABWABTEC | 9,575 | $2.0B | 29.83% | |
| 293 | WECWEC ENERGY GROUP INC | 19,190 | $2.0B | 29.76% | |
| 294 | MRVLMARVELL TECHNOLOGY INC | 25,800 | $2.0B | 29.72% | |
| 295 | ACGLARCH CAP GROUP LTD | 21,753 | $2.0B | 29.47% | |
| 296 | GLWCORNING INC | 37,632 | $2.0B | 29.45% | |
| 297 | ESSESSEX PPTY TR INC | 6,913 | $2.0B | 29.15% | |
| 298 | EBAEBAY INC. | 26,122 | $1.9B | 28.94% | |
| 299 | INVHINVITATION HOMES INC | 58,851 | $1.9B | 28.73% | |
| 300 | AWCAMERICAN WTR WKS CO INC NEW | 13,781 | $1.9B | 28.53% |