Fund HoldingsMeiji Yasuda Asset Management Co Ltd.

Total Portfolio Value
$2.48B
Total Bought
$237.62M
Total Sold
$398.78M
Net Transaction
-$161.15M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
VERIZON COMMUNICATIONS INC(VZ)0658,069+658,069029,8501.20%+29,850
AMCOR PLC(AMCR)01,471,082+1,471,082014,2690.57%+14,269
CONSOLIDATED EDISON INC(ED)0122,671+122,671013,5660.55%+13,566
ESSENTIAL UTILS INC(WTRG)0285,309+285,309011,2780.45%+11,278
NATIONAL FUEL GAS CO(NFG)0126,952+126,952010,0530.41%+10,053
EQUITY LIFESTYLE PPTYS INC(ELS)0119,554+119,55407,9740.32%+7,974
CLOROX CO DEL(CLX)052,134+52,13407,6770.31%+7,677
NEW JERSEY RES CORP(NJR)0139,309+139,30906,8350.28%+6,835
ROBERT HALF INC.(RHI)0107,656+107,65605,8730.24%+5,873
FRANKLIN RESOURCES INC(BEN)0822,244+822,244015,8280.64%+15,828
CENCORA INC024,683+24,68306,8640.28%+6,864
AMER STATES WTR CO069,732+69,73205,4870.22%+5,487
RYDER SYS INC(R)032,831+32,83104,7210.19%+4,721
ROYAL GOLD INC(RGLD)026,610+26,61004,3510.18%+4,351
ASSURANT INC(AIZ)020,074+20,07404,2110.17%+4,211
ABBOTT LABS181,915183,715+1,80020,57624,3700.98%+3,793
JOHNSON & JOHNSON(JNJ)0138,368+138,368022,9470.92%+22,947
SONOCO PRODS CO(SON)0202,409+202,40909,5620.39%+9,562
CSX CORP(CSX)0141,061+141,06104,1510.17%+4,151
PHILIP MORRIS INTL INC(PM)79,62080,293+6739,58212,7450.51%+3,163
LINDE PLC(LIN)023,558+23,558010,9700.44%+10,970
REALTY INCOME CORP(O)0343,564+343,564019,9300.80%+19,930
SCHWAB CHARLES CORP(SCHW)79,759114,761+35,0025,9038,9830.36%+3,081
ARCHER DANIELS MIDLAND CO0214,888+214,888010,3170.42%+10,317
HARTFORD INSURANCE GROUP INC(HIG)033,877+33,87704,1920.17%+4,192
CHEVRON CORP NEW(CVX)0135,339+135,339022,6410.91%+22,641
FRANKLIN ELEC INC(FELE)026,152+26,15202,4550.10%+2,455
PRINCIPAL FINANCIAL GROUP IN(PFG)035,059+35,05902,9580.12%+2,958
SMUCKER J M CO(SJM)0101,300+101,300011,9950.48%+11,995
KIMCO RLTY CORP(KIM)0125,940+125,94002,6750.11%+2,675
NASDAQ INC(NDAQ)036,369+36,36902,7590.11%+2,759
NUCOR CORP(NUE)042,483+42,48305,1120.21%+5,112
MICROCHIP TECHNOLOGY INC.(MCHP)0155,037+155,03707,5050.30%+7,505
VISA INC(V)90,38487,836-2,54828,56530,7831.24%+2,218
HUNT J B TRANS SVCS INC(JBHT)015,828+15,82802,3420.09%+2,342
BERKSHIRE HATHAWAY INC DEL030,565+30,565016,2780.66%+16,278
ONE GAS INC(OGS)0115,373+115,37308,7210.35%+8,721
DEERE & CO(DE)07,147+7,14703,3540.14%+3,354
SPIRE INC(SR)0105,569+105,56908,2610.33%+8,261
SS&C TECHNOLOGIES HLDGS INC(SSNC)059,940+59,94005,0070.20%+5,007
EVERSOURCE ENERGY(ES)0232,239+232,239014,4240.58%+14,424
UGI CORP NEW(UGI)474,509452,372-22,13713,39514,9600.60%+1,565
TEXAS PACIFIC LAND CORPORATI(TPL)01,343+1,34301,7790.07%+1,779
RENAISSANCERE HLDGS LTD(RNR)07,487+7,48701,7970.07%+1,797
COCA COLA CO(KO)0317,679+317,679022,7520.92%+22,752
LEIDOS HOLDINGS INC(LDOS)013,556+13,55601,8290.07%+1,829
BANK AMERICA CORP155,218195,777+40,5596,8228,1700.33%+1,348
UBER TECHNOLOGIES INC(UBER)081,287+81,28705,9230.24%+5,923
PEPSICO INC(PEP)0145,411+145,411021,8030.88%+21,803
CALIFORNIA WTR SVC GROUP(CWT)0100,842+100,84204,8870.20%+4,887
GRAINGER W W INC(GWW)06,836+6,83606,7530.27%+6,753
EXXON MOBIL CORP0254,319+254,319030,2461.22%+30,246
NIKE INC(NKE)80,513112,361+31,8486,0927,1330.29%+1,040
WELLTOWER INC(WELL)56,21252,906-3,3067,0848,1060.33%+1,021
ROPER TECHNOLOGIES INC(ROP)017,866+17,866010,5330.42%+10,533
CVS HEALTH CORP(CVS)043,064+43,06402,9180.12%+2,918
ELI LILLY & CO(LLY)025,878+25,878021,3730.86%+21,373
AMGEN INC(AMGN)019,587+19,58706,1020.25%+6,102
ALTRIA GROUP INC(MO)107,385107,952+5675,6156,4790.26%+864
US BANCORP DEL(USB)0250,097+250,097010,5590.43%+10,559
EASTMAN CHEM CO(EMN)013,005+13,00501,1460.05%+1,146
VERTEX PHARMACEUTICALS INC(VRTX)012,646+12,64606,1310.25%+6,131
ALBEMARLE CORP(ALB)056,394+56,39404,0610.16%+4,061
T-MOBILE US INC(TMUS)26,11524,381-1,7345,7646,5030.26%+738
LINCOLN ELEC HLDGS INC(LECO)021,841+21,84104,1310.17%+4,131
BOSTON SCIENTIFIC CORP(BSX)96,55592,650-3,9058,6249,3470.38%+722
GE AEROSPACE(GE)39,57436,447-3,1276,6017,2950.29%+694
AT&T INC(T)0134,481+134,48103,8030.15%+3,803
MONOLITHIC PWR SYS INC(MPWR)05,068+5,06802,9390.12%+2,939
CONSTELLATION ENERGY CORP(CEG)011,178+11,17802,2540.09%+2,254
REPUBLIC SVCS INC(RSG)050,606+50,606012,2550.49%+12,255
MCKESSON CORP(MCK)8,1747,785-3894,6585,2390.21%+581
GALLAGHER ARTHUR J & CO(AJG)07,024+7,02402,4250.10%+2,425
TRADEWEB MKTS INC(TW)053,542+53,54207,9490.32%+7,949
HEICO CORP NEW037,957+37,95708,0080.32%+8,008
INVESCO LTD(IVZ)035,070+35,07005320.02%+532
FULLER H B CO(FUL)054,334+54,33403,0490.12%+3,049
MERCADOLIBRE INC(MELI)02,509+2,50904,8950.20%+4,895
THE CIGNA GROUP(CI)10,1629,951-2112,8063,2740.13%+468
CF INDS HLDGS INC(CF)012,225+12,22509550.04%+955
GILEAD SCIENCES INC(GILD)25,76325,315-4482,3802,8370.11%+457
STANLEY BLACK & DECKER INC(SWK)0122,801+122,80109,4410.38%+9,441
PROGRESSIVE CORP(PGR)015,047+15,04704,2580.17%+4,258
DECKERS OUTDOOR CORP(DECK)08,250+8,25009220.04%+922
KLA CORP(KLAC)05,466+5,46603,7160.15%+3,716
GUIDEWIRE SOFTWARE INC(GWRE)02,001+2,00103750.02%+375
EXELON CORP(EXC)037,273+37,27301,7180.07%+1,718
MONDELEZ INTL INC(MDLZ)046,006+46,00603,1220.13%+3,122
DTE ENERGY CO(DTB)026,415+26,41503,6520.15%+3,652
PALANTIR TECHNOLOGIES INC(PLTR)78,78874,813-3,9755,9596,3140.25%+355
MARSH & MCLENNAN COS INC(MRSH)010,755+10,75502,6250.11%+2,625
FISERV INC(FISV)11,41212,206+7942,3442,6950.11%+351
CISCO SYS INC(CSCO)148,669148,283-3868,8019,1510.37%+349
AMERICAN WTR WKS CO INC NEW011,299+11,29901,6670.07%+1,667
AMERICAN ELEC PWR CO INC018,750+18,75002,0490.08%+2,049
ALBERTSONS COS INC014,768+14,76803250.01%+325
3M CO(MMM)018,118+18,11802,6610.11%+2,661
AON PLC(AON)04,061+4,06101,6210.07%+1,621
OREILLY AUTOMOTIVE INC(ORLY)01,461+1,46102,0930.08%+2,093
ENTEGRIS INC(ENTG)05,741+5,74105020.02%+502
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