Fund Holdings

Meiji Yasuda Life Insurance Co

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SELECT SECTOR SPDR TR0126,683+126,683020,488,4420.70%+20,488,442
SELECT SECTOR SPDR TR0283,649+283,649014,003,7510.48%+14,003,751
ISHARES TR01,179,000+1,179,000027,423,5400.94%+27,423,540
BLACKROCK ETF TRUST II ISHARES AAA098,000+98,00005,079,8300.17%+5,079,830
ISHARES TR0755,000+755,000018,301,2000.63%+18,301,200
CLOUDFLARE INC(NET)010,030+10,03002,069,5900.07%+2,069,590
ADVANCED ENERGY INDS05,700+5,70001,839,4470.06%+1,839,447
CATERPILLAR INC(CAT)03,159+3,15902,238,0250.08%+2,238,025
MEDTRONIC PLC(MDT)016,913+16,91301,465,5110.05%+1,465,511
BAKER HUGHES COMPANY(BKR)022,380+22,38001,366,2990.05%+1,366,299
EXXON MOBIL CORP(XOM)026,510+26,51004,497,6870.15%+4,497,687
RAMBUS INC DEL(RMBS)015,300+15,30001,316,2590.04%+1,316,259
WW GRAINGER INC(GWW)02,157+2,15702,352,8770.08%+2,352,877
DEERE & CO(DE)03,210+3,21001,808,1930.06%+1,808,193
ROSS STORES INC(ROST)06,150+6,15001,332,2750.05%+1,332,275
UNITED THERAPEUTICS CORP DEL(UTHR)02,717+2,71701,611,1270.06%+1,611,127
ELEMENT SOLUTIONS INC(ESI)044,796+44,79601,529,3350.05%+1,529,335
JOHNSON & JOHNSON(JNJ)025,907+25,90706,332,7070.22%+6,332,707
C H ROBINSON WORLDWIDE IN(CHRW)013,984+13,98402,322,3230.08%+2,322,323
MERCK & CO INC(MRK)014,243+14,24301,713,2900.06%+1,713,290
EDWARDS LIFESCIENCES CORP017,900+17,90001,433,4320.05%+1,433,432
CORNING INC(GLW)05,800+5,8000788,6260.03%+788,626
FEDEX CORP(FDX)07,708+7,70802,745,4350.09%+2,745,435
AIRBNB INC09,228+9,22801,165,3120.04%+1,165,312
EOG RES INC(EOG)018,946+18,94602,739,0230.09%+2,739,023
COMFORT SYS USA INC(FIX)0537+5370740,5180.03%+740,518
COCA COLA CO(KO)046,854+46,85403,563,2470.12%+3,563,247
VERTIV HOLDINGS CO(VRT)011,085+11,08502,777,6790.09%+2,777,679
MARATHON PETE CORP(MPC)09,363+9,36302,286,2570.08%+2,286,257
INTERNATIONAL BUSINESS MACHS(IBM)02,583+2,5830626,0930.02%+626,093
GILEAD SCIENCES INC(GILD)015,875+15,87502,212,4990.08%+2,212,499
REGIONS FINANCIAL CORP NEW(RF)021,400+21,4000558,9680.02%+558,968
PHILIP MORRIS INTL INC(PM)021,746+21,74603,595,4840.12%+3,595,484
COSTAR GROUP INC(CSGP)013,720+13,7200553,4650.02%+553,465
GE VERNOVA INC(GEV)03,138+3,13802,739,1600.09%+2,739,160
HILTON WORLDWIDE HLDGS INC(HLT)03,520+3,52001,070,3620.04%+1,070,362
MARVELL TECHNOLOGY INC(MRVL)014,994+14,99401,485,1560.05%+1,485,156
EVERPURE INC(P)022,970+22,97001,356,1490.05%+1,356,149
CHEVRON CORPORATION(CVX)010,185+10,18502,107,2770.07%+2,107,277
CARLISLE COS INC(CSL)04,914+4,91401,639,4090.06%+1,639,409
CIENA CORP(CIEN)01,300+1,3000504,6990.02%+504,699
WILLIAMS COS INC(WMB)032,794+32,79402,386,7470.08%+2,386,747
KEYSIGHT TECHNOLOGIES INC(KEYS)06,238+6,23801,761,4240.06%+1,761,424
ECOLAB INC(ECL)09,171+9,17102,439,6690.08%+2,439,669
REALTY INCOME CORP(O)023,430+23,43001,433,4470.05%+1,433,447
LAM RESEARCH CORP(LRCX)014,150+14,15003,023,2890.10%+3,023,289
NEXTERA ENERGY INC(NEE)033,927+33,92703,151,1400.11%+3,151,140
MONSTER BEVERAGE CORP NEW(MNST)018,758+18,75801,359,2050.05%+1,359,205
CUMMINS INC(CMI)05,764+5,76403,101,1470.11%+3,101,147
MICRON TECHNOLOGY INC(MU)013,096+13,09604,424,3530.15%+4,424,353
METLIFE INC(MET)06,370+6,3700450,4860.02%+450,486
HALLIBURTON CO(HAL)011,500+11,5000448,3850.02%+448,385
APPLIED MATLS INC01,247+1,2470426,2120.01%+426,212
ENTERGY CORP NEW(ETR)03,720+3,7200417,9790.01%+417,979
AT&T INC(T)014,253+14,2530413,1940.01%+413,194
WALMART INC(WMT)056,937+56,93707,076,1300.24%+7,076,130
BRISTOL-MYERS SQUIBB CO(BMY)015,259+15,2590925,4580.03%+925,458
TJX COS INC NEW(TJX)027,625+27,62504,411,7130.15%+4,411,713
LOCKHEED MARTIN CORP(LMT)01,655+1,65501,000,2650.03%+1,000,265
WESTERN DIGITAL CORP(WDC)02,970+2,9700803,3550.03%+803,355
CVS HEALTH CORP(CVS)04,998+4,9980358,9560.01%+358,956
MASCO CORP(MAS)05,640+5,6400340,4870.01%+340,487
DOLLAR TREE INC(DLTR)07,580+7,5800830,0860.03%+830,086
ILLINOIS TOOL WKS INC(ITW)01,290+1,2900335,7740.01%+335,774
EMERSON ELEC CO(EMR)012,605+12,60501,651,5070.06%+1,651,507
WEST PHARMACEUTICAL SVSC INC(WST)03,173+3,1730795,2810.03%+795,281
ARM HOLDINGS PLC07,679+7,67901,161,6790.04%+1,161,679
QUANTA SVCS INC05,030+5,03002,761,5710.09%+2,761,571
MCDONALDS CORP(MCD)06,465+6,46502,009,2570.07%+2,009,257
VERIZON COMMUNICATIONS INC(VZ)032,199+32,19901,616,3900.06%+1,616,390
KLA CORP(KLAC)0456+4560671,4190.02%+671,419
AUTOMATIC DATA PROCESSING IN01,349+1,3490274,0900.01%+274,090
CADENCE DESIGN SYSTEM INC(CDNS)0952+9520264,5320.01%+264,532
VALERO ENERGY CORP(VLO)01,060+1,0600261,9050.01%+261,905
CORTEVA INC(CTVA)021,218+21,21801,776,1590.06%+1,776,159
HOME DEPOT INC(HD)011,789+11,78903,877,2840.13%+3,877,284
APOLLO GLOBAL MGMT INC(APO)05,210+5,2100580,4980.02%+580,498
FREEPORT MCMORAN INC(FCX)020,713+20,71301,217,5100.04%+1,217,510
KKR & CO INC(KKR)013,338+13,33801,233,7650.04%+1,233,765
MCCORMICK & CO INC(MKC)04,470+4,4700225,4670.01%+225,467
CONOCOPHILLIPS(COP)05,845+5,8450771,5400.03%+771,540
BLACKSTONE INC(BX)01,856+1,8560213,4210.01%+213,421
CREDO TECHNOLOGY GROUP HOLDI02,240+2,2400210,2690.01%+210,269
CARDINAL HEALTH INC(CAH)0990+9900209,1970.01%+209,197
BADGER METER INC010,100+10,10001,538,7350.05%+1,538,735
SAMSARA INC(IOT)022,600+22,6000716,1940.02%+716,194
NETFLIX INC.(NFLX)042,682+42,68204,103,8740.14%+4,103,874
SEMPRA(SRE)017,951+17,95101,744,2990.06%+1,744,299
COREBRIDGE FINL INC(CRBD)013,533+13,5330322,8970.01%+322,897
LINDE PLC(LIN)07,767+7,76703,850,5680.13%+3,850,568
DTE ENERGY CO(DTB)05,454+5,4540797,4840.03%+797,484
SOUTHERN CO(SO)011,951+11,95101,153,5110.04%+1,153,511
ON SEMICONDUCTOR CORP(ON)013,390+13,3900829,1090.03%+829,109
COLGATE PALMOLIVE CO(CL)014,621+14,62101,246,1480.04%+1,246,148
GENERAL MTRS CO(GM)09,180+9,1800683,9100.02%+683,910
PROLOGIS INC.(PLD)016,744+16,74402,213,2220.08%+2,213,222
T-MOBILE US INC(TMUS)08,077+8,07701,696,4120.06%+1,696,412
REPUBLIC SVCS INC(RSG)09,719+9,71902,128,6550.07%+2,128,655
AMERICAN TOWER CORP(AMT)02,170+2,1700374,4990.01%+374,499
AMETEK INC06,619+6,61901,418,8490.05%+1,418,849
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