Fund HoldingsMeiji Yasuda Asset Management Co Ltd.

Total Portfolio Value
$2.14B
Total Bought
$1.72B
Total Sold
$403.66M
Net Transaction
+$1.31B
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)204,926230,447+25,5217072,7643.40%+72,694
APPLE INC(AAPL)370,537411,493+40,9567270,4523.30%+70,380
ALPHABET INC(GOOG)265,085285,988+20,9033237,4241.75%+37,393
PROLOGIS INC.(PLD)317,858319,296+1,4383935,8281.68%+35,789
NVIDIA CORPORATION(NVDA)75,19579,335+4,1403234,5101.61%+34,478
AMAZON COM INC(AMZN)217,527236,796+19,2692830,1021.41%+30,073
PROCTER AND GAMBLE CO(PG)176,984199,784+22,8002729,1401.36%+29,114
ABBVIE INC(ABBV)171,013186,591+15,5782327,8131.30%+27,790
EXXON MOBIL CORP217,495234,798+17,3032327,6081.29%+27,584
PEPSICO INC(PEP)135,163153,325+18,1622525,9791.22%+25,954
INTERNATIONAL BUSINESS MACHS(IBM)144,322163,886+19,5641922,9931.08%+22,974
UNITEDHEALTH GROUP INC(UNH)36,29241,882+5,5901721,1160.99%+21,099
WALMART INC(WMT)107,246128,559+21,3131720,5600.96%+20,544
EQUINIX INC(EQIX)28,35928,241-1182220,5100.96%+20,488
CHEVRON CORP NEW(CVX)108,715117,081+8,3661719,7420.92%+19,725
META PLATFORMS INC(META)56,38361,759+5,3761618,5410.87%+18,524
JOHNSON & JOHNSON(JNJ)106,183118,769+12,5861818,4980.87%+18,481
VISA INC(V)68,34279,140+10,7981618,2030.85%+18,187
ESSEX PPTY TR INC(ESS)79,63678,385-1,2511916,6250.78%+16,606
MCDONALDS CORP(MCD)52,46862,653+10,1851616,5050.77%+16,490
HOME DEPOT INC(HD)46,37552,866+6,4911415,9740.75%+15,960
TESLA INC(TSLA)56,76262,003+5,2411515,5140.73%+15,500
COCA COLA CO(KO)269,057274,915+5,8581615,3900.72%+15,374
NEXTERA ENERGY INC(NEE)241,812262,817+21,0051815,0570.70%+15,039
JPMORGAN CHASE & CO(JPM)89,15896,242+7,0841313,9570.65%+13,944
MEDTRONIC PLC(MDT)170,240175,460+5,2201513,7490.64%+13,734
TEXAS INSTRS INC(TXN)67,94985,317+17,3681213,5660.63%+13,554
ELI LILLY & CO(LLY)13,78525,002+11,217613,4290.63%+13,423
STANLEY BLACK & DECKER INC(SWK)162,034159,099-2,9351513,2970.62%+13,282
FEDERAL RLTY INVT TR NEW(FRT)152,057146,596-5,4611513,2860.62%+13,271
ABBOTT LABS125,250136,619+11,3691413,2320.62%+13,218
PUBLIC STORAGE(PSA)48,22648,720+4941412,8390.60%+12,825
PRICE T ROWE GROUP INC(TROW)126,505121,018-5,4871412,6910.59%+12,677
WELLTOWER INC(WELL)155,208154,535-6731312,6600.59%+12,647
ROPER TECHNOLOGIES INC(ROP)19,08325,783+6,700912,4860.58%+12,477
CONSOLIDATED EDISON INC(ED)129,935145,541+15,6061212,4480.58%+12,436
BROADCOM INC(AVGO)13,09914,777+1,6781112,2730.57%+12,262
S&P GLOBAL INC(SPGI)31,86733,400+1,5331312,2050.57%+12,192
PFIZER INC(PFE)313,597364,908+51,3111212,1040.57%+12,092
AMCOR PLC(AMCR)1,210,6701,310,359+99,6891212,0030.56%+11,991
KIMBERLY-CLARK CORP(KMB)89,74697,413+7,6671211,7720.55%+11,760
MERCK & CO INC(MRK)88,986113,682+24,6961011,7040.55%+11,693
CATERPILLAR INC(CAT)42,09542,706+6111011,6590.55%+11,648
AUTOMATIC DATA PROCESSING IN42,96447,098+4,134911,3310.53%+11,321
FRANKLIN RESOURCES INC(BEN)493,053454,783-38,2701311,1790.52%+11,165
DIGITAL RLTY TR INC(DLR)88,67390,645+1,9721010,9700.51%+10,960
ECOLAB INC(ECL)60,73564,150+3,4151110,8670.51%+10,856
BERKSHIRE HATHAWAY INC DEL20,30230,875+10,573710,8160.51%+10,809
FASTENAL CO(FAST)188,196196,003+7,8071110,7100.50%+10,699
SIMON PPTY GROUP INC NEW(SPG)99,21598,682-5331110,6610.50%+10,649
REALTY INCOME CORP(O)208,594212,112+3,5181210,5930.50%+10,580
CISCO SYS INC(CSCO)139,610196,479+56,869710,5630.49%+10,555
EOG RES INC(EOG)76,35683,218+6,862910,5490.49%+10,540
ILLINOIS TOOL WKS INC(ITW)44,38845,273+8851110,4270.49%+10,416
WALGREENS BOOTS ALLIANCE INC481,456464,544-16,9121410,3310.48%+10,318
ACCENTURE PLC IRELAND
SHS CLASS A
27,09633,118+6,022810,1710.48%+10,163
COLGATE PALMOLIVE CO(CL)129,178139,939+10,761109,9510.47%+9,941
CARDINAL HEALTH INC(CAH)108,691112,635+3,944109,7790.46%+9,769
THERMO FISHER SCIENTIFIC INC(TMO)17,37219,047+1,67599,6410.45%+9,632
BOOKING HOLDINGS INC(BKNG)3,1973,104-9399,5730.45%+9,564
C H ROBINSON WORLDWIDE INC(CHRW)102,325110,752+8,427109,5390.45%+9,529
VICI PPTYS INC(VICI)326,823325,967-856109,4860.44%+9,475
EMERSON ELEC CO(EMR)96,07497,439+1,36599,4100.44%+9,401
CINCINNATI FINL CORP(CINF)89,92587,912-2,01398,9930.42%+8,984
AFLAC INC(AFL)117,636116,857-77988,9690.42%+8,961
LINDE PLC(LIN)22,63123,971+1,34098,9260.42%+8,917
AIR PRODS & CHEMS INC28,99031,359+2,36998,8870.42%+8,878
EATON CORP PLC(ETN)39,00441,345+2,34188,8180.41%+8,810
PENTAIR PLC(PNR)136,022135,837-18598,7950.41%+8,787
VERIZON COMMUNICATIONS INC(VZ)194,845270,822+75,97778,7770.41%+8,770
ALPHABET INC(GOOG)57,95665,461+7,50578,6310.40%+8,624
FLOWERS FOODS INC(FLO)374,834385,678+10,84498,5540.40%+8,545
HORMEL FOODS CORP(HRL)192,678222,318+29,64088,4550.40%+8,447
LOWES COS INC(LOW)38,16340,190+2,02798,3530.39%+8,344
SYSCO CORP(SYY)125,987124,591-1,39698,2290.38%+8,220
DANAHER CORPORATION(DHR)30,46432,835+2,37178,1460.38%+8,139
SMUCKER J M CO(SJM)62,04464,942+2,89897,9820.37%+7,973
TARGET CORP(TGT)71,16471,891+72797,9490.37%+7,940
EVERSOURCE ENERGY(ES)133,414136,409+2,99597,9320.37%+7,923
MICROCHIP TECHNOLOGY INC.(MCHP)96,211100,050+3,83997,8090.37%+7,800
ISHARES TR91,97386,809-5,16497,7090.36%+7,700
EXTRA SPACE STORAGE INC(EXR)063,198+63,19807,6840.36%+7,684
BECTON DICKINSON & CO(BDX)029,705+29,70507,6800.36%+7,680
POLARIS INC(PII)79,91873,478-6,440107,6520.36%+7,642
UNION PAC CORP(UNP)39,71937,481-2,23887,6320.36%+7,624
REPUBLIC SVCS INC(RSG)053,133+53,13307,5720.35%+7,572
AMETEK INC47,52951,098+3,56987,5500.35%+7,543
AVALONBAY CMNTYS INC42,46242,851+38987,3590.34%+7,351
GENUINE PARTS CO(GPC)45,37050,215+4,84587,2500.34%+7,242
BLACKROCK INC(BLK)10,49711,172+67577,2230.34%+7,215
SONOCO PRODS CO(SON)126,358130,391+4,03377,0870.33%+7,079
KEYSIGHT TECHNOLOGIES INC(KEYS)39,51652,127+12,61176,8970.32%+6,890
EXPEDITORS INTL WASH INC(EXPD)058,899+58,89906,7520.32%+6,752
LINCOLN ELEC HLDGS INC(LECO)38,44537,122-1,32386,7480.32%+6,741
EQUITY RESIDENTIAL(EQR)112,991112,370-62176,5970.31%+6,590
COMCAST CORP NEW(CCZ)0148,260+148,26006,5740.31%+6,574
LEGGETT & PLATT INC(LEG)256,978258,769+1,79186,5750.31%+6,568
CHUBB LIMITED
COM
030,790+30,79006,4100.30%+6,410
PPG INDS INC(PPG)48,35649,271+91576,3950.30%+6,388
AMGEN INC(AMGN)023,177+23,17706,2290.29%+6,229
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