Meiji Yasuda Life Insurance Co
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SELECT SECTOR SPDR TR | 0 | 317,133 | +317,133 | 0 | 37,539,033 | 1.08% | +37,539,033 |
| ISHARES TR | 19,120,368 | 19,120,368 | 0 | 2,095,783,536 | 2,131,347,421 | 61.28% | +35,563,885 |
| ALPHABET INC CAP STK(GOOG) | 0 | 92,997 | +92,997 | 0 | 22,607,571 | 0.65% | +22,607,571 |
| SPDR SER TR | 10,592,146 | 10,592,146 | 0 | 449,530,676 | 466,054,424 | 13.40% | +16,523,748 |
| NVIDIA CORPORATION(NVDA) | 236,781 | 239,898 | +3,117 | 37,409,030 | 44,760,169 | 1.29% | +7,351,139 |
| SELECT SECTOR SPDR TR | 0 | 30,578 | +30,578 | 0 | 7,327,712 | 0.21% | +7,327,712 |
| APPLE INC(AAPL) | 136,640 | 138,316 | +1,676 | 28,034,429 | 35,219,403 | 1.01% | +7,184,974 |
| ISHARES TR | 446,000 | 688,000 | +242,000 | 10,405,180 | 16,147,360 | 0.46% | +5,742,180 |
| VANGUARD SCOTTSDALE FDS | 2,833,000 | 2,833,000 | 0 | 215,024,700 | 219,982,450 | 6.33% | +4,957,750 |
| ISHARES TR | 173,000 | 365,000 | +192,000 | 4,198,710 | 8,884,100 | 0.26% | +4,685,390 |
| SELECT SECTOR SPDR TR | 103,792 | 103,903 | +111 | 26,283,248 | 29,286,100 | 0.84% | +3,002,852 |
| TESLA INC(TSLA) | 22,292 | 22,418 | +126 | 7,081,277 | 9,969,733 | 0.29% | +2,888,456 |
| ALPHABET INC CAP STK(GOOG) | 0 | 10,924 | +10,924 | 0 | 2,660,540 | 0.08% | +2,660,540 |
| MICROSOFT CORP(MSFT) | 66,932 | 68,145 | +1,213 | 33,292,646 | 35,295,703 | 1.01% | +2,003,057 |
| BROADCOM INC(AVGO) | 41,747 | 40,636 | -1,111 | 11,507,561 | 13,406,223 | 0.39% | +1,898,662 |
| ORACLE CORP(ORCL) | 18,189 | 19,308 | +1,119 | 3,976,661 | 5,430,182 | 0.16% | +1,453,521 |
| SNOWFLAKE INC(SNOW) | 0 | 6,217 | +6,217 | 0 | 1,402,244 | 0.04% | +1,402,244 |
| ABBVIE INC(ABBV) | 22,354 | 22,772 | +418 | 4,149,349 | 5,272,629 | 0.15% | +1,123,280 |
| JOHNSON & JOHNSON(JNJ) | 26,310 | 27,691 | +1,381 | 4,018,853 | 5,134,465 | 0.15% | +1,115,612 |
| CAPITAL ONE FINL CORP(COF) | 0 | 5,172 | +5,172 | 0 | 1,099,464 | 0.03% | +1,099,464 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 23,855 | 23,523 | -332 | 3,251,914 | 4,291,066 | 0.12% | +1,039,152 |
| AMPHENOL CORP NEW | 11,555 | 17,045 | +5,490 | 1,141,056 | 2,109,319 | 0.06% | +968,263 |
| JACOBS SOLUTIONS INC(J) | 0 | 6,230 | +6,230 | 0 | 933,628 | 0.03% | +933,628 |
| WELLS FARGO CO NEW(WFC) | 37,235 | 46,369 | +9,134 | 2,983,268 | 3,886,650 | 0.11% | +903,382 |
| ISHARES TR | 166,097 | 166,097 | 0 | 19,461,585 | 20,338,578 | 0.58% | +876,993 |
| MASTERCARD INCORPORATED(MA) | 4,019 | 5,435 | +1,416 | 2,258,437 | 3,091,482 | 0.09% | +833,045 |
| MICRON TECHNOLOGY INC(MU) | 10,374 | 12,406 | +2,032 | 1,278,596 | 2,075,772 | 0.06% | +797,176 |
| VERALTO CORP(VLTO) | 0 | 6,600 | +6,600 | 0 | 703,626 | 0.02% | +703,626 |
| SEA LTD(SE) | 0 | 3,905 | +3,905 | 0 | 697,941 | 0.02% | +697,941 |
| CITIGROUP INC(C) | 37,870 | 38,623 | +753 | 3,223,494 | 3,920,235 | 0.11% | +696,741 |
| MCDONALDS CORP(MCD) | 4,850 | 6,889 | +2,039 | 1,417,025 | 2,093,498 | 0.06% | +676,473 |
| REDDIT INC(RDDT) | 0 | 2,941 | +2,941 | 0 | 676,401 | 0.02% | +676,401 |
| COINBASE GLOBAL INC(COIN) | 0 | 1,970 | +1,970 | 0 | 664,855 | 0.02% | +664,855 |
| GE AEROSPACE(GE) | 14,586 | 14,682 | +96 | 3,754,291 | 4,416,639 | 0.13% | +662,348 |
| BADGER METER INC | 0 | 3,700 | +3,700 | 0 | 660,746 | 0.02% | +660,746 |
| JPMORGAN CHASE & CO.(JPM) | 31,284 | 30,826 | -458 | 9,069,544 | 9,723,445 | 0.28% | +653,901 |
| EXPAND ENERGY CORPORATION(EXE) | 0 | 6,113 | +6,113 | 0 | 649,445 | 0.02% | +649,445 |
| RTX CORPORATION(RTX) | 4,871 | 8,021 | +3,150 | 711,263 | 1,342,154 | 0.04% | +630,891 |
| SOLVENTUM CORP(SOLV) | 0 | 8,555 | +8,555 | 0 | 624,515 | 0.02% | +624,515 |
| TYSON FOODS INC(TSN) | 0 | 11,321 | +11,321 | 0 | 614,730 | 0.02% | +614,730 |
| TJX COS INC NEW(TJX) | 26,002 | 26,336 | +334 | 3,210,987 | 3,806,605 | 0.11% | +595,618 |
| FEDEX CORP(FDX) | 5,205 | 7,537 | +2,332 | 1,183,149 | 1,777,300 | 0.05% | +594,151 |
| APPLOVIN CORP(APP) | 1,901 | 1,744 | -157 | 665,502 | 1,253,134 | 0.04% | +587,632 |
| GENERAL DYNAMICS CORP(GD) | 0 | 1,712 | +1,712 | 0 | 583,792 | 0.02% | +583,792 |
| HOWMET AEROSPACE INC(HWM) | 6,802 | 9,388 | +2,586 | 1,266,056 | 1,842,207 | 0.05% | +576,151 |
| ECOLAB INC(ECL) | 5,197 | 7,167 | +1,970 | 1,400,280 | 1,962,755 | 0.06% | +562,475 |
| APTIV PLC(APTV) | 20,262 | 22,501 | +2,239 | 1,382,274 | 1,940,036 | 0.06% | +557,762 |
| MARSH & MCLENNAN COS INC(MRSH) | 0 | 2,639 | +2,639 | 0 | 531,838 | 0.02% | +531,838 |
| WELLTOWER INC(WELL) | 17,353 | 17,956 | +603 | 2,667,677 | 3,198,682 | 0.09% | +531,005 |
| MONOLITHIC PWR SYS INC(MPWR) | 1,370 | 1,661 | +291 | 1,001,991 | 1,529,183 | 0.04% | +527,192 |
| ATLASSIAN CORPORATION | 0 | 3,300 | +3,300 | 0 | 527,010 | 0.02% | +527,010 |
| PENTAIR PLC(PNR) | 0 | 4,714 | +4,714 | 0 | 522,123 | 0.02% | +522,123 |
| JOHNSON CTLS INTL PLC | 0 | 4,744 | +4,744 | 0 | 521,603 | 0.01% | +521,603 |
| MONGODB INC(MDB) | 2,513 | 3,344 | +831 | 527,705 | 1,037,911 | 0.03% | +510,206 |
| GE VERNOVA INC(GEV) | 2,934 | 3,341 | +407 | 1,552,526 | 2,054,381 | 0.06% | +501,855 |
| LAM RESEARCH CORP(LRCX) | 19,234 | 17,648 | -1,586 | 1,872,238 | 2,363,067 | 0.07% | +490,829 |
| ARISTA NETWORKS INC(ANET) | 27,324 | 22,401 | -4,923 | 2,795,518 | 3,264,050 | 0.09% | +468,532 |
| KKR & CO INC(KKR) | 4,367 | 7,967 | +3,600 | 580,942 | 1,035,312 | 0.03% | +454,370 |
| NEWMONT CORP(NEM) | 10,992 | 12,854 | +1,862 | 640,394 | 1,083,721 | 0.03% | +443,327 |
| L3HARRIS TECHNOLOGIES INC(LHX) | 0 | 1,433 | +1,433 | 0 | 437,653 | 0.01% | +437,653 |
| DOORDASH INC(DASH) | 2,100 | 3,469 | +1,369 | 517,671 | 943,533 | 0.03% | +425,862 |
| TRUIST FINL CORP(TFC) | 0 | 9,303 | +9,303 | 0 | 425,333 | 0.01% | +425,333 |
| AIRBNB INC | 0 | 3,468 | +3,468 | 0 | 421,085 | 0.01% | +421,085 |
| CINCINNATI FINL CORP(CINF) | 0 | 2,630 | +2,630 | 0 | 415,803 | 0.01% | +415,803 |
| GARMIN LTD(GRMN) | 1,322 | 2,782 | +1,460 | 275,928 | 684,984 | 0.02% | +409,056 |
| ADVANCED MICRO DEVICES INC(AMD) | 11,413 | 12,502 | +1,089 | 1,619,505 | 2,022,699 | 0.06% | +403,194 |
| AMAZON COM INC(AMZN) | 88,883 | 90,643 | +1,760 | 19,500,041 | 19,902,484 | 0.57% | +402,443 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 5,025 | 5,014 | -11 | 2,037,437 | 2,431,890 | 0.07% | +394,453 |
| BLACKROCK INC(BLK) | 3,027 | 3,036 | +9 | 3,176,080 | 3,539,581 | 0.10% | +363,501 |
| CBRE GROUP INC(CBRE) | 0 | 2,297 | +2,297 | 0 | 361,915 | 0.01% | +361,915 |
| KEYCORP(KEY) | 0 | 18,981 | +18,981 | 0 | 354,755 | 0.01% | +354,755 |
| OREILLY AUTOMOTIVE INC(ORLY) | 19,589 | 19,618 | +29 | 1,765,557 | 2,115,017 | 0.06% | +349,460 |
| MARATHON PETE CORP(MPC) | 6,828 | 7,573 | +745 | 1,134,199 | 1,459,620 | 0.04% | +325,421 |
| PROGRESSIVE CORP(PGR) | 6,825 | 8,675 | +1,850 | 1,821,320 | 2,142,291 | 0.06% | +320,971 |
| VULCAN MATLS CO(VMC) | 7,101 | 7,058 | -43 | 1,852,083 | 2,171,182 | 0.06% | +319,099 |
| PULTE GROUP INC(PHM) | 11,544 | 11,446 | -98 | 1,217,430 | 1,512,360 | 0.04% | +294,930 |
| NEXTERA ENERGY INC(NEE) | 42,359 | 42,738 | +379 | 2,940,562 | 3,226,292 | 0.09% | +285,730 |
| VISTRA CORP(VST) | 0 | 1,353 | +1,353 | 0 | 265,080 | 0.01% | +265,080 |
| DEVON ENERGY CORP NEW(DVN) | 0 | 7,546 | +7,546 | 0 | 264,563 | 0.01% | +264,563 |
| IDEXX LABS INC(IDXX) | 0 | 409 | +409 | 0 | 261,306 | 0.01% | +261,306 |
| DOLLAR TREE INC(DLTR) | 0 | 2,696 | +2,696 | 0 | 254,422 | 0.01% | +254,422 |
| HCA HEALTHCARE INC(HCA) | 5,546 | 5,577 | +31 | 2,124,673 | 2,376,917 | 0.07% | +252,244 |
| SEMPRA(SRE) | 18,246 | 18,092 | -154 | 1,382,499 | 1,627,918 | 0.05% | +245,419 |
| QUANTA SVCS INC | 6,749 | 6,749 | 0 | 2,551,662 | 2,796,921 | 0.08% | +245,259 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 0 | 869 | +869 | 0 | 245,197 | 0.01% | +245,197 |
| BROADRIDGE FINL SOLUTIONS IN(BR) | 0 | 981 | +981 | 0 | 233,645 | 0.01% | +233,645 |
| CENTENE CORP DEL(CNC) | 0 | 6,456 | +6,456 | 0 | 230,350 | 0.01% | +230,350 |
| US BANCORP DEL(USB) | 35,900 | 38,182 | +2,282 | 1,624,475 | 1,845,336 | 0.05% | +220,861 |
| PARKER-HANNIFIN CORP(PH) | 0 | 290 | +290 | 0 | 219,864 | 0.01% | +219,864 |
| ANNALY CAPITAL MANAGEMENT IN | 0 | 10,739 | +10,739 | 0 | 217,035 | 0.01% | +217,035 |
| MORGAN STANLEY(MS) | 8,219 | 8,643 | +424 | 1,157,728 | 1,373,891 | 0.04% | +216,163 |
| DTE ENERGY CO(DTB) | 4,301 | 5,514 | +1,213 | 569,710 | 779,845 | 0.02% | +210,135 |
| VENTAS INC(VTR) | 0 | 2,969 | +2,969 | 0 | 207,800 | 0.01% | +207,800 |
| INCYTE CORP(INCY) | 14,755 | 14,241 | -514 | 1,004,816 | 1,207,779 | 0.03% | +202,963 |
| HOME DEPOT INC(HD) | 11,531 | 10,880 | -651 | 4,227,726 | 4,408,467 | 0.13% | +180,741 |
| HEALTHPEAK PROPERTIES INC(DOC) | 38,831 | 44,836 | +6,005 | 679,931 | 858,609 | 0.02% | +178,678 |
| CORTEVA INC(CTVA) | 21,628 | 26,425 | +4,797 | 1,611,935 | 1,787,123 | 0.05% | +175,188 |
| AUTOMATIC DATA PROCESSING IN | 1,316 | 1,977 | +661 | 405,854 | 580,250 | 0.02% | +174,396 |
| VICI PPTYS INC(VICI) | 51,063 | 56,395 | +5,332 | 1,664,654 | 1,839,041 | 0.05% | +174,387 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 995 | 1,336 | +341 | 763,503 | 932,528 | 0.03% | +169,025 |