Fund HoldingsMeiji Yasuda Life Insurance Co

Total Portfolio Value
$4.60B
Total Bought
$3.80B
Total Sold
$2.98B
Net Transaction
+$823.85M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES TR018,498,368+18,498,36802,047,02944.47%+2,047,029
SPDR SER TR
ST STR SP500DIV
010,592,146+10,592,1460415,1069.02%+415,106
ISHARES TR
CORE HIGH DV ETF
02,512,228+2,512,2280256,2225.57%+256,222
VANGUARD WHITEHALL FDS02,246,067+2,246,0670250,7285.45%+250,728
SPDR S&P 500 ETF TR TR(SPY)237,008726,951+489,943101,316345,5277.51%+244,211
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
02,833,000+2,833,0000227,0654.93%+227,065
ISHARES TR01,072,400+1,072,400054,9711.19%+54,971
MICROSOFT CORP(MSFT)178,451214,342+35,89156,34680,6011.75%+24,255
APPLE INC(AAPL)368,880442,985+74,10563,15685,2881.85%+22,132
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0200,342+200,342016,7970.36%+16,797
AMAZON COM INC(AMZN)252,400314,288+61,88832,08547,7531.04%+15,668
SELECT SECTOR SPDR TR
ST STR REAL ETF
0295,899+295,899011,8540.26%+11,854
SELECT SECTOR SPDR TR
ST STR MATER ETF
0132,513+132,513011,3350.25%+11,335
NVIDIA CORPORATION(NVDA)68,38081,091+12,71129,74540,1580.87%+10,413
ALPHABET INC CAP STK(GOOG)83,391135,182+51,79110,99519,0510.41%+8,056
ISHARES TR
0-5YR INVT GR CP
0156,400+156,40007,6950.17%+7,695
JPMORGAN CHASE & CO(JPM)98,857123,903+25,04614,33621,0760.46%+6,740
SELECT SECTOR SPDR TR
ST STR UTIL ETF
098,064+98,06406,2100.13%+6,210
ALPHABET INC CAP STK(GOOG)198,743230,512+31,76926,00832,2000.70%+6,193
TJX COS INC NEW(TJX)056,518+56,51805,3020.12%+5,302
VISA INC(V)47,77961,556+13,77710,99016,0260.35%+5,036
TESLA INC(TSLA)67,24787,937+20,69016,82721,8510.47%+5,024
ELI LILLY & CO(LLY)23,56128,693+5,13212,65516,7260.36%+4,070
UNITEDHEALTH GROUP INC(UNH)29,05135,333+6,28214,64718,6020.40%+3,955
HOME DEPOT INC(HD)31,08838,417+7,3299,39413,3130.29%+3,920
MASTERCARD INCORPORATED(MA)18,83026,275+7,4457,45511,2070.24%+3,752
S&P GLOBAL INC(SPGI)13,91119,966+6,0555,0838,7950.19%+3,712
BANK AMERICA CORP239,604291,240+51,6366,5609,8060.21%+3,246
SYNOPSYS INC(SNPS)05,809+5,80902,9910.06%+2,991
COCA COLA CO(KO)139,674179,413+39,7397,81910,5730.23%+2,754
ADVANCED MICRO DEVICES INC(AMD)38,43445,093+6,6593,9526,6470.14%+2,695
GENERAL ELECTRIC CO(GE)22,89040,845+17,9552,5305,2130.11%+2,683
PROCTER AND GAMBLE CO(PG)74,57692,222+17,64610,87813,5140.29%+2,637
DEERE & CO(DE)7,36513,493+6,1282,7795,3950.12%+2,616
SALESFORCE INC(CRM)20,59525,377+4,7824,1766,6780.15%+2,501
NETFLIX INC(NFLX)12,15314,435+2,2824,5897,0280.15%+2,439
ABBVIE INC(ABBV)44,30157,823+13,5226,6048,9610.19%+2,357
LAM RESEARCH CORP(LRCX)6,3978,000+1,6034,0096,2660.14%+2,257
DISNEY WALT CO(DIS)60,67678,389+17,7134,9187,0780.15%+2,160
BROADCOM INC(AVGO)4,5745,303+7293,7995,9190.13%+2,120
ABBOTT LABS45,81358,313+12,5004,4376,4190.14%+1,982
INTEL CORP(INTC)54,20176,429+22,2281,9273,8410.08%+1,914
KLA CORP(KLAC)03,206+3,20601,8640.04%+1,864
BLACKROCK INC(BLK)6,2517,260+1,0094,0415,8940.13%+1,852
MERCK & CO INC(MRK)60,65274,115+13,4636,2448,0800.18%+1,836
INTUIT(INTU)7,3568,873+1,5173,7585,5460.12%+1,787
UNITED PARCEL SERVICE INC(UPS)32,98843,719+10,7315,1426,8740.15%+1,732
UNION PAC CORP(UNP)20,70124,213+3,5124,2155,9470.13%+1,732
ADOBE INC(ADBE)14,78715,463+6767,5409,2250.20%+1,685
META PLATFORMS INC(META)30,53830,604+669,16810,8330.24%+1,665
EATON CORP PLC(ETN)21,74025,650+3,9104,6376,1770.13%+1,540
THERMO FISHER SCIENTIFIC INC(TMO)11,96114,216+2,2556,0547,5460.16%+1,491
PROGRESSIVE CORP(PGR)017,247+17,24702,7470.06%+2,747
BOSTON SCIENTIFIC CORP(BSX)045,843+45,84302,6500.06%+2,650
NIKE INC(NKE)35,35644,331+8,9753,3814,8130.10%+1,432
VERTEX PHARMACEUTICALS INC(VRTX)7,4479,831+2,3842,5904,0000.09%+1,411
T-MOBILE US INC(TMUS)08,791+8,79101,4090.03%+1,409
GILEAD SCIENCES INC(GILD)40,58654,817+14,2313,0424,4410.10%+1,399
QUALCOMM INC(QCOM)021,445+21,44503,1020.07%+3,102
KEYSIGHT TECHNOLOGIES INC(KEYS)08,648+8,64801,3760.03%+1,376
TAIWAN SEMICONDUCTOR MFG LTD(TSM)012,981+12,98101,3500.03%+1,350
EMERSON ELEC CO(EMR)019,372+19,37201,8850.04%+1,885
GOLDMAN SACHS GROUP INC(GS)6,0088,496+2,4881,9443,2780.07%+1,333
SNOWFLAKE INC(SNOW)06,667+6,66701,3270.03%+1,327
WELLS FARGO CO NEW(WFC)047,709+47,70902,3480.05%+2,348
CVS HEALTH CORP(CVS)023,169+23,16901,8290.04%+1,829
CATERPILLAR INC(CAT)19,24921,568+2,3195,2556,3770.14%+1,122
SERVICENOW INC(NOW)5,1985,661+4632,9053,9990.09%+1,094
ZOETIS INC(ZTS)22,82425,448+2,6243,9715,0230.11%+1,052
APPLIED MATLS INC017,149+17,14902,7790.06%+2,779
WALMART INC(WMT)52,77459,834+7,0608,4409,4330.20%+993
ILLINOIS TOOL WKS INC(ITW)08,253+8,25302,1620.05%+2,162
UBER TECHNOLOGIES INC(UBER)045,422+45,42202,7970.06%+2,797
AMERICAN WTR WKS CO INC NEW011,740+11,74001,5500.03%+1,550
AMGEN INC(AMGN)9,42512,077+2,6522,5333,4780.08%+945
MICRON TECHNOLOGY INC(MU)030,133+30,13302,5720.06%+2,572
MORGAN STANLEY(MS)39,71344,329+4,6163,2434,1340.09%+890
EQUITABLE HLDGS INC026,490+26,49008820.02%+882
WILLIAMS COS INC(WMB)025,300+25,30008810.02%+881
PARKER-HANNIFIN CORP(PH)01,860+1,86008570.02%+857
INSULET CORP(PODD)06,944+6,94401,5070.03%+1,507
PRINCIPAL FINANCIAL GROUP IN(PFG)010,610+10,61008350.02%+835
CHUBB LIMITED
COM
17,52519,836+2,3113,6484,4830.10%+835
VERIZON COMMUNICATIONS INC(VZ)60,29273,720+13,4281,9542,7790.06%+825
PAYPAL HLDGS INC(PYPL)42,30653,463+11,1572,4733,2830.07%+810
INVITATION HOMES INC(INVH)039,971+39,97101,3630.03%+1,363
XYLEM INC(XYL)018,324+18,32402,0960.05%+2,096
WASTE MGMT INC DEL(WM)011,432+11,43202,0470.04%+2,047
MONGODB INC(MDB)02,570+2,57001,0510.02%+1,051
COSTCO WHSL CORP NEW(COST)5,7726,062+2903,2614,0010.09%+740
PINTEREST INC(PINS)032,715+32,71501,2120.03%+1,212
INTERCONTINENTAL EXCHANGE IN(ICE)018,643+18,64302,3940.05%+2,394
AMERIPRISE FINL INC(AMP)05,070+5,07001,9260.04%+1,926
REGENERON PHARMACEUTICALS(REGN)2,3482,976+6281,9322,6140.06%+681
RPM INTL INC(RPM)06,070+6,07006780.01%+678
SUPER MICRO COMPUTER INC(SMCI)02,300+2,30006540.01%+654
MONDELEZ INTL INC(MDLZ)33,62440,956+7,3322,3342,9660.06%+633
TEXAS INSTRS INC(TXN)24,81926,728+1,9093,9464,5560.10%+610
PUBLIC SVC ENTERPRISE GRP IN(PEG)09,600+9,60005870.01%+587
FISERV INC(FISV)04,336+4,33605760.01%+576
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