Fund Holdings

Meiji Yasuda Asset Management Co Ltd.

Filing Period:

Comparing Q4 2025 vs Q3 2025

Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.

Showing 1–100 of 577 holdings (page size 100)
Issuer
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Change
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ALPHABET INC0187,683+187,683058,744,779+58,744,779
C H ROBINSON WORLDWIDE INC091,273+91,273014,673,047+14,673,047
CUMMINS INC014,351+14,35107,325,468+7,325,468
MICRON TECHNOLOGY INC023,192+23,19206,619,229+6,619,229
TJX COS INC NEW075,094+75,094011,535,189+11,535,189
ELI LILLY & CO015,474+15,474016,629,598+16,629,598
RTX CORPORATION030,091+30,09105,518,689+5,518,689
APPLOVIN CORP05,919+5,91903,988,341+3,988,341
APOLLO GLOBAL MGMT INC024,355+24,35503,525,630+3,525,630
BRISTOL-MYERS SQUIBB CO071,011+71,01103,830,333+3,830,333
ROSS STORES INC016,929+16,92903,049,590+3,049,590
EQUITY RESIDENTIAL051,003+51,00303,215,229+3,215,229
ALPHABET INC038,988+38,988012,234,434+12,234,434
FIDELITY NATL INFORMATION SV046,229+46,22903,072,379+3,072,379
PEPSICO INC0127,341+127,341018,275,980+18,275,980
PURE STORAGE INC048,124+48,12403,224,789+3,224,789
LOCKHEED MARTIN CORP010,332+10,33204,997,278+4,997,278
ALBEMARLE CORP046,430+46,43006,567,059+6,567,059
MARATHON PETE CORP017,759+17,75902,888,146+2,888,146
COSTCO WHSL CORP NEW07,689+7,68906,630,532+6,630,532
DEERE & CO05,955+5,95502,772,469+2,772,469
UNITED THERAPEUTICS CORP DEL05,591+5,59102,724,215+2,724,215
VALERO ENERGY CORP014,752+14,75202,401,478+2,401,478
BROADCOM INC095,145+95,145032,929,685+32,929,685
VICI PPTYS INC0106,253+106,25302,987,834+2,987,834
BADGER METER INC028,818+28,81805,026,147+5,026,147
JOHNSON & JOHNSON0110,240+110,240022,814,168+22,814,168
UGI CORP NEW0431,818+431,818016,162,948+16,162,948
CARDINAL HEALTH INC037,141+37,14107,632,476+7,632,476
HENRY JACK & ASSOC INC025,248+25,24804,607,255+4,607,255
HOST HOTELS & RESORTS INC0141,640+141,64002,511,277+2,511,277
FEDEX CORP016,025+16,02504,628,982+4,628,982
MERCK & CO INC063,682+63,68206,703,167+6,703,167
ELEVANCE HEALTH INC FORMERLY06,004+6,00402,104,702+2,104,702
NORTHROP GRUMMAN CORP03,691+3,69102,104,645+2,104,645
DOVER CORP019,198+19,19803,748,218+3,748,218
HUNT J B TRANS SVCS INC028,541+28,54105,546,658+5,546,658
FRANKLIN RESOURCES INC0856,041+856,041020,450,819+20,450,819
EXPEDITORS INTL WASH INC034,564+34,56405,150,382+5,150,382
INTUITIVE SURGICAL INC012,508+12,50807,084,031+7,084,031
NUCOR CORP038,408+38,40806,264,729+6,264,729
ANALOG DEVICES INC035,253+35,25309,560,614+9,560,614
SMITH A O CORP014,260+14,2600953,709+953,709
US BANCORP DEL0219,329+219,329011,703,395+11,703,395
THERMO FISHER SCIENTIFIC INC013,677+13,67707,925,138+7,925,138
STANLEY BLACK & DECKER INC0157,073+157,073011,667,382+11,667,382
COGNIZANT TECHNOLOGY SOLUTIO013,171+13,17101,093,193+1,093,193
SOLVENTUM CORP032,482+32,48202,573,874+2,573,874
OTIS WORLDWIDE CORP08,455+8,4550738,544+738,544
CISCO SYS INC099,119+99,11907,635,137+7,635,137
EXXON MOBIL CORP0187,209+187,209022,528,731+22,528,731
ASSURANT INC021,754+21,75405,239,451+5,239,451
AMAZON COM INC0199,498+199,498046,048,128+46,048,128
NEWMONT CORP045,977+45,97704,590,803+4,590,803
APPLE INC0293,813+293,813079,876,002+79,876,002
CAPITAL ONE FINL CORP06,131+6,13101,485,909+1,485,909
GE VERNOVA INC06,874+6,87404,492,640+4,492,640
CHUBB LIMITED017,405+17,40505,432,449+5,432,449
BERKLEY W R CORP07,222+7,2220506,407+506,407
CITIGROUP INC082,946+82,94609,678,969+9,678,969
HALLIBURTON CO017,628+17,6280498,167+498,167
METTLER TOLEDO INTERNATIONAL01,705+1,70502,377,094+2,377,094
AMGEN INC012,292+12,29204,023,295+4,023,295
VERTEX PHARMACEUTICALS INC09,221+9,22104,180,433+4,180,433
EDWARDS LIFESCIENCES CORP05,066+5,0660431,877+431,877
CDW CORP03,102+3,1020422,492+422,492
SONOCO PRODS CO0199,927+199,92708,724,814+8,724,814
BROADRIDGE FINL SOLUTIONS IN02,802+2,8020625,322+625,322
GILEAD SCIENCES INC012,364+12,36401,517,557+1,517,557
CIENA CORP03,693+3,6930863,682+863,682
ADVANCED MICRO DEVICES INC09,953+9,95302,131,534+2,131,534
KEYSIGHT TECHNOLOGIES INC022,554+22,55404,582,747+4,582,747
MARSH & MCLENNAN COS INC023,227+23,22704,309,073+4,309,073
ROLLINS INC06,062+6,0620363,841+363,841
AUTODESK INC02,440+2,4400722,264+722,264
DONALDSON INC059,957+59,95705,315,788+5,315,788
EDISON INTL0181,118+181,118010,870,702+10,870,702
LUMENTUM HLDGS INC01,634+1,6340602,276+602,276
SALESFORCE INC08,038+8,03802,129,347+2,129,347
DANAHER CORPORATION019,961+19,96104,569,472+4,569,472
DTE ENERGY CO026,255+26,25503,386,370+3,386,370
ALCOA CORP05,942+5,9420315,758+315,758
HILTON WORLDWIDE HLDGS INC01,096+1,0960314,826+314,826
BALL CORP05,776+5,7760305,955+305,955
HECLA MNG CO015,377+15,3770295,085+295,085
MONSTER BEVERAGE CORP NEW023,762+23,76201,821,833+1,821,833
SCHWAB CHARLES CORP087,320+87,32008,724,141+8,724,141
IDEX CORP01,602+1,6020285,060+285,060
DOMINOS PIZZA INC0679+6790283,021+283,021
COHERENT CORP03,612+3,6120666,667+666,667
TORO CO061,155+61,15504,814,122+4,814,122
RELIANCE INC02,242+2,2420647,647+647,647
BOOZ ALLEN HAMILTON HLDG COR03,074+3,0740259,323+259,323
TARGET CORP067,974+67,97406,644,459+6,644,459
RYDER SYS INC032,103+32,10306,144,193+6,144,193
PROLOGIS INC.045,412+45,41205,797,296+5,797,296
RENAISSANCERE HLDGS LTD07,590+7,59002,134,004+2,134,004
MACOM TECH SOLUTIONS HLDGS I01,470+1,4700251,782+251,782
WARNER BROS DISCOVERY INC08,631+8,6310248,745+248,745
MKS INC.01,541+1,5410246,252+246,252
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