Meiji Yasuda Life Insurance Co
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SELECT SECTOR SPDR TR ST STR INDL ETF | 0 | 126,683 | +126,683 | 0 | 20,488,442 | 0.70% | +20,488,442 |
| SELECT SECTOR SPDR TR ST STR FINL ETF | 0 | 283,649 | +283,649 | 0 | 14,003,751 | 0.48% | +14,003,751 |
| ISHARES TR | 938,000 | 1,179,000 | +241,000 | 21,953,890 | 27,423,540 | 0.94% | +5,469,650 |
| BLACKROCK ETF TRUST II ISHARES AAA | 0 | 98,000 | +98,000 | 0 | 5,079,830 | 0.17% | +5,079,830 |
| ISHARES TR IBONDS 27 ETF | 568,000 | 755,000 | +187,000 | 13,791,040 | 18,301,200 | 0.63% | +4,510,160 |
| CLOUDFLARE INC(NET) | 0 | 10,030 | +10,030 | 0 | 2,069,590 | 0.07% | +2,069,590 |
| ADVANCED ENERGY INDS | 0 | 5,700 | +5,700 | 0 | 1,839,447 | 0.06% | +1,839,447 |
| CATERPILLAR INC(CAT) | 1,269 | 3,159 | +1,890 | 726,972 | 2,238,025 | 0.08% | +1,511,053 |
| MEDTRONIC PLC(MDT) | 0 | 16,913 | +16,913 | 0 | 1,465,511 | 0.05% | +1,465,511 |
| BAKER HUGHES COMPANY(BKR) | 0 | 22,380 | +22,380 | 0 | 1,366,299 | 0.05% | +1,366,299 |
| EXXON MOBIL CORP | 26,210 | 26,510 | +300 | 3,154,111 | 4,497,687 | 0.15% | +1,343,576 |
| RAMBUS INC DEL(RMBS) | 0 | 15,300 | +15,300 | 0 | 1,316,259 | 0.04% | +1,316,259 |
| WW GRAINGER INC(GWW) | 1,257 | 2,157 | +900 | 1,268,376 | 2,352,877 | 0.08% | +1,084,501 |
| DEERE & CO(DE) | 1,650 | 3,210 | +1,560 | 768,191 | 1,808,193 | 0.06% | +1,040,002 |
| ROSS STORES INC(ROST) | 1,690 | 6,150 | +4,460 | 304,437 | 1,332,275 | 0.05% | +1,027,838 |
| UNITED THERAPEUTICS CORP DEL(UTHR) | 1,517 | 2,717 | +1,200 | 739,158 | 1,611,127 | 0.06% | +871,969 |
| ELEMENT SOLUTIONS INC(ESI) | 26,796 | 44,796 | +18,000 | 669,632 | 1,529,335 | 0.05% | +859,703 |
| JOHNSON & JOHNSON(JNJ) | 26,477 | 25,907 | -570 | 5,479,415 | 6,332,707 | 0.22% | +853,292 |
| C H ROBINSON WORLDWIDE IN(CHRW) | 9,314 | 13,984 | +4,670 | 1,497,319 | 2,322,323 | 0.08% | +825,004 |
| MERCK & CO INC(MRK) | 8,443 | 14,243 | +5,800 | 888,710 | 1,713,290 | 0.06% | +824,580 |
| EDWARDS LIFESCIENCES CORP | 7,400 | 17,900 | +10,500 | 630,850 | 1,433,432 | 0.05% | +802,582 |
| CORNING INC(GLW) | 0 | 5,800 | +5,800 | 0 | 788,626 | 0.03% | +788,626 |
| FEDEX CORP(FDX) | 6,778 | 7,708 | +930 | 1,957,893 | 2,745,435 | 0.09% | +787,542 |
| AIRBNB INC | 2,848 | 9,228 | +6,380 | 386,531 | 1,165,312 | 0.04% | +778,781 |
| EOG RES INC(EOG) | 18,946 | 18,946 | 0 | 1,989,519 | 2,739,023 | 0.09% | +749,504 |
| COMFORT SYS USA INC(FIX) | 0 | 537 | +537 | 0 | 740,518 | 0.03% | +740,518 |
| COCA COLA CO(KO) | 41,684 | 46,854 | +5,170 | 2,914,128 | 3,563,247 | 0.12% | +649,119 |
| VERTIV HOLDINGS CO(VRT) | 13,155 | 11,085 | -2,070 | 2,131,242 | 2,777,679 | 0.09% | +646,437 |
| MARATHON PETE CORP(MPC) | 10,183 | 9,363 | -820 | 1,656,061 | 2,286,257 | 0.08% | +630,196 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 0 | 2,583 | +2,583 | 0 | 626,093 | 0.02% | +626,093 |
| GILEAD SCIENCES INC(GILD) | 13,305 | 15,875 | +2,570 | 1,633,056 | 2,212,499 | 0.08% | +579,443 |
| REGIONS FINANCIAL CORP NEW(RF) | 0 | 21,400 | +21,400 | 0 | 558,968 | 0.02% | +558,968 |
| PHILIP MORRIS INTL INC(PM) | 18,946 | 21,746 | +2,800 | 3,038,938 | 3,595,484 | 0.12% | +556,546 |
| COSTAR GROUP INC(CSGP) | 0 | 13,720 | +13,720 | 0 | 553,465 | 0.02% | +553,465 |
| GE VERNOVA INC(GEV) | 3,346 | 3,138 | -208 | 2,186,845 | 2,739,160 | 0.09% | +552,315 |
| HILTON WORLDWIDE HLDGS INC(HLT) | 1,840 | 3,520 | +1,680 | 528,540 | 1,070,362 | 0.04% | +541,822 |
| MARVELL TECHNOLOGY INC(MRVL) | 11,274 | 14,994 | +3,720 | 958,065 | 1,485,156 | 0.05% | +527,091 |
| EVERPURE INC(P) | 12,500 | 22,970 | +10,470 | 837,625 | 1,356,149 | 0.05% | +518,524 |
| CHEVRON CORPORATION(CVX) | 10,500 | 10,185 | -315 | 1,600,305 | 2,107,277 | 0.07% | +506,972 |
| CARLISLE COS INC(CSL) | 3,542 | 4,914 | +1,372 | 1,132,944 | 1,639,409 | 0.06% | +506,465 |
| CIENA CORP(CIEN) | 0 | 1,300 | +1,300 | 0 | 504,699 | 0.02% | +504,699 |
| WILLIAMS COS INC(WMB) | 31,464 | 32,794 | +1,330 | 1,891,301 | 2,386,747 | 0.08% | +495,446 |
| KEYSIGHT TECHNOLOGIES INC(KEYS) | 6,238 | 6,238 | 0 | 1,267,499 | 1,761,424 | 0.06% | +493,925 |
| ECOLAB INC(ECL) | 7,415 | 9,171 | +1,756 | 1,946,586 | 2,439,669 | 0.08% | +493,083 |
| REALTY INCOME CORP(O) | 16,760 | 23,430 | +6,670 | 944,761 | 1,433,447 | 0.05% | +488,686 |
| LAM RESEARCH CORP(LRCX) | 14,820 | 14,150 | -670 | 2,536,888 | 3,023,289 | 0.10% | +486,401 |
| NEXTERA ENERGY INC(NEE) | 33,467 | 33,927 | +460 | 2,686,731 | 3,151,140 | 0.11% | +464,409 |
| MONSTER BEVERAGE CORP NEW(MNST) | 11,678 | 18,758 | +7,080 | 895,352 | 1,359,205 | 0.05% | +463,853 |
| CUMMINS INC(CMI) | 5,182 | 5,764 | +582 | 2,645,152 | 3,101,147 | 0.11% | +455,995 |
| MICRON TECHNOLOGY INC(MU) | 13,922 | 13,096 | -826 | 3,973,478 | 4,424,353 | 0.15% | +450,875 |
| METLIFE INC(MET) | 0 | 6,370 | +6,370 | 0 | 450,486 | 0.02% | +450,486 |
| HALLIBURTON CO(HAL) | 0 | 11,500 | +11,500 | 0 | 448,385 | 0.02% | +448,385 |
| APPLIED MATLS INC | 0 | 1,247 | +1,247 | 0 | 426,212 | 0.01% | +426,212 |
| ENTERGY CORP NEW(ETR) | 0 | 3,720 | +3,720 | 0 | 417,979 | 0.01% | +417,979 |
| AT&T INC(T) | 0 | 14,253 | +14,253 | 0 | 413,194 | 0.01% | +413,194 |
| WALMART INC(WMT) | 59,947 | 56,937 | -3,010 | 6,678,695 | 7,076,130 | 0.24% | +397,435 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 9,879 | 15,259 | +5,380 | 532,873 | 925,458 | 0.03% | +392,585 |
| TJX COS INC NEW(TJX) | 26,205 | 27,625 | +1,420 | 4,025,350 | 4,411,713 | 0.15% | +386,363 |
| LOCKHEED MARTIN CORP(LMT) | 1,271 | 1,655 | +384 | 614,745 | 1,000,265 | 0.03% | +385,520 |
| WESTERN DIGITAL CORP(WDC) | 2,570 | 2,970 | +400 | 442,734 | 803,355 | 0.03% | +360,621 |
| CVS HEALTH CORP(CVS) | 0 | 4,998 | +4,998 | 0 | 358,956 | 0.01% | +358,956 |
| MASCO CORP(MAS) | 0 | 5,640 | +5,640 | 0 | 340,487 | 0.01% | +340,487 |
| DOLLAR TREE INC(DLTR) | 4,000 | 7,580 | +3,580 | 492,040 | 830,086 | 0.03% | +338,046 |
| ILLINOIS TOOL WKS INC(ITW) | 0 | 1,290 | +1,290 | 0 | 335,774 | 0.01% | +335,774 |
| EMERSON ELEC CO(EMR) | 9,945 | 12,605 | +2,660 | 1,319,900 | 1,651,507 | 0.06% | +331,607 |
| WEST PHARMACEUTICAL SVSC INC(WST) | 1,701 | 3,173 | +1,472 | 468,013 | 795,281 | 0.03% | +327,268 |
| ARM HOLDINGS PLC | 7,679 | 7,679 | 0 | 839,391 | 1,161,679 | 0.04% | +322,288 |
| QUANTA SVCS INC | 5,800 | 5,030 | -770 | 2,447,948 | 2,761,571 | 0.09% | +313,623 |
| MCDONALDS CORP(MCD) | 5,553 | 6,465 | +912 | 1,697,163 | 2,009,257 | 0.07% | +312,094 |
| VERIZON COMMUNICATIONS INC(VZ) | 32,199 | 32,199 | 0 | 1,311,465 | 1,616,390 | 0.06% | +304,925 |
| KLA CORP(KLAC) | 320 | 456 | +136 | 388,826 | 671,419 | 0.02% | +282,593 |
| AUTOMATIC DATA PROCESSING IN | 0 | 1,349 | +1,349 | 0 | 274,090 | 0.01% | +274,090 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 0 | 952 | +952 | 0 | 264,532 | 0.01% | +264,532 |
| VALERO ENERGY CORP(VLO) | 0 | 1,060 | +1,060 | 0 | 261,905 | 0.01% | +261,905 |
| CORTEVA INC(CTVA) | 22,695 | 21,218 | -1,477 | 1,521,246 | 1,776,159 | 0.06% | +254,913 |
| HOME DEPOT INC(HD) | 10,583 | 11,789 | +1,206 | 3,641,610 | 3,877,284 | 0.13% | +235,674 |
| APOLLO GLOBAL MGMT INC(APO) | 2,400 | 5,210 | +2,810 | 347,424 | 580,498 | 0.02% | +233,074 |
| FREEPORT MCMORAN INC(FCX) | 19,403 | 20,713 | +1,310 | 985,478 | 1,217,510 | 0.04% | +232,032 |
| KKR & CO INC(KKR) | 7,878 | 13,338 | +5,460 | 1,004,287 | 1,233,765 | 0.04% | +229,478 |
| MCCORMICK & CO INC(MKC) | 0 | 4,470 | +4,470 | 0 | 225,467 | 0.01% | +225,467 |
| CONOCOPHILLIPS(COP) | 5,845 | 5,845 | 0 | 547,150 | 771,540 | 0.03% | +224,390 |
| BLACKSTONE INC(BX) | 0 | 1,856 | +1,856 | 0 | 213,421 | 0.01% | +213,421 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 0 | 2,240 | +2,240 | 0 | 210,269 | 0.01% | +210,269 |
| CARDINAL HEALTH INC(CAH) | 0 | 990 | +990 | 0 | 209,197 | 0.01% | +209,197 |
| BADGER METER INC | 7,700 | 10,100 | +2,400 | 1,342,957 | 1,538,735 | 0.05% | +195,778 |
| SAMSARA INC(IOT) | 14,741 | 22,600 | +7,859 | 522,568 | 716,194 | 0.02% | +193,626 |
| NETFLIX INC.(NFLX) | 41,912 | 42,682 | +770 | 3,929,669 | 4,103,874 | 0.14% | +174,205 |
| SEMPRA(SRE) | 17,951 | 17,951 | 0 | 1,584,894 | 1,744,299 | 0.06% | +159,405 |
| COREBRIDGE FINL INC(CRBD) | 6,733 | 13,533 | +6,800 | 203,135 | 322,897 | 0.01% | +119,762 |
| LINDE PLC(LIN) | 8,753 | 7,767 | -986 | 3,732,192 | 3,850,568 | 0.13% | +118,376 |
| DTE ENERGY CO(DTB) | 5,304 | 5,454 | +150 | 684,110 | 797,484 | 0.03% | +113,374 |
| SOUTHERN CO(SO) | 11,951 | 11,951 | 0 | 1,042,127 | 1,153,511 | 0.04% | +111,384 |
| ON SEMICONDUCTOR CORP(ON) | 13,390 | 13,390 | 0 | 725,069 | 829,109 | 0.03% | +104,040 |
| COLGATE PALMOLIVE CO(CL) | 14,717 | 14,621 | -96 | 1,162,937 | 1,246,148 | 0.04% | +83,211 |
| GENERAL MTRS CO(GM) | 7,390 | 9,180 | +1,790 | 600,955 | 683,910 | 0.02% | +82,955 |
| PROLOGIS INC.(PLD) | 16,744 | 16,744 | 0 | 2,137,539 | 2,213,222 | 0.08% | +75,683 |
| T-MOBILE US INC(TMUS) | 7,984 | 8,077 | +93 | 1,621,071 | 1,696,412 | 0.06% | +75,341 |
| REPUBLIC SVCS INC(RSG) | 9,719 | 9,719 | 0 | 2,059,748 | 2,128,655 | 0.07% | +68,907 |
| AMERICAN TOWER CORP(AMT) | 1,750 | 2,170 | +420 | 307,248 | 374,499 | 0.01% | +67,251 |
| AMETEK INC | 6,619 | 6,619 | 0 | 1,358,947 | 1,418,849 | 0.05% | +59,902 |