SEC 13F Intelligence

Managers / Q1 2023 · view latest →

Meiji Yasuda Asset Management Co Ltd.

CIK 0001491685 · 2-3-2 OTEMACHI, CHIYODA-KU, TOKYO, M0, 100-0004 · 81-3-6700-4058

Reported Value
$2M
Q1 2023
Positions
589
Filings on Record
30
2019–present window
Filed
May 9, 2023
original filing

Summary

Meiji Yasuda Asset Management Co Ltd. reported $2M in U.S.-listed holdings across 589 positions for Q1 2023.

Its largest position, AAPL, represents 3.2% of the portfolio.

Compared with Q4 2022, the fund opened 16 new positions and exited 17.

Portfolio Metrics

Turnover
+13.4%
vs prior filed quarter
Top-10 Concentration
+17.6%
share of reported value
Largest Position
+3.2%
Apple
New / Exited
16 / 17
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.1BQ4 ’18Q1 ’19: $1.2BQ2 ’19: $1.2BQ3 ’19: $1.2BQ4 ’19: $1.2BQ4 ’19Q1 ’20: $530MQ2 ’20: $1.1BQ3 ’20: $910MQ4 ’20: $1.0BQ4 ’20Q1 ’21: $1.4BQ2 ’21: $2.1BQ3 ’21: $1.4BQ4 ’21: $1.6BQ4 ’21Q1 ’22: $1.8BQ2 ’22: $1.7BQ3 ’22: $1.7BQ1 ’23: $2MQ1 ’23Q2 ’23: $2MQ4 ’23: $2.2BQ1 ’24: $2.3BQ2 ’24: $2.5BQ2 ’24Q3 ’24: $2.6BQ4 ’24: $2.6BQ1 ’25: $2.5BQ2 ’25: $2.0BQ2 ’25Q3 ’25: $2.1BQ4 ’25: $2.1BQ1 ’26: $2.0Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 78.2%REIT: 17.1%Other: 4.2%ETP: 0.5%ADR: 0.1%
  • Common Stock · 78.2% · $2M
  • REIT · 17.1% · $330,235
  • Other · 4.2% · $80,752
  • ETP · 0.5% · $8,773
  • ADR · 0.1% · $1,199

Quarter-over-Quarter Changes full breakdown →

vs Q4 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
FLOFLOWERS FOODS INCNEW+363.8K363.8K+$9,972$9,972
PIIPOLARIS INCNEW+77.5K77.5K+$8,569$8,569
LINDE PLCNEW+23.3K23.3K+$8,267$8,267
CWTCALIFORNIA WTR SVC GROUPNEW+75.6K75.6K+$4,403$4,403
HEI/AHEICO CORP NEWNEW+30.0K30.0K+$4,081$4,081
MPWRMONOLITHIC PWR SYS INCNEW+945945+$473$473
SAFESAFEHOLD INCNEW+11.3K11.3K+$333$333
TRGPTARGA RES CORPNEW+3.9K3.9K+$282$282

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2023

499 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1AAPLAPPLE INChistory →COM3.23%$62,326378.0K
2MSFTMICROSOFT CORPhistory →COM3.11%$60,017208.2K
3PLDPROLOGIS INC.history →COM2.06%$39,702318.2K
4GOOGLALPHABET INCCAP STK CL A · CAP STK CL C1.80%$34,747334.8K
5ABBVABBVIE INChistory →COM1.43%$27,655173.5K
6PGPROCTER AND GAMBLE COhistory →COM1.40%$27,078182.1K
7PEPPEPSICO INChistory →COM1.26%$24,302133.3K
8AMZNAMAZON COM INChistory →COM1.17%$22,519218.0K
9NVDANVIDIA CORPORATIONhistory →COM1.09%$21,11476.0K
10EQIXEQUINIX INChistory →COM1.05%$20,26328.1K
11NEENEXTERA ENERGY INCCOM0.98%$18,992246.4K
12IBMINTERNATIONAL BUSINESS MACHSCOM0.93%$17,904136.6K
13UNHUNITEDHEALTH GROUP INCCOM0.92%$17,66237.4K
14KOCOCA COLA COCOM0.88%$17,001274.1K
15ESSESSEX PPTY TR INCCOM0.87%$16,86380.6K
16EXMOCEXXON MOBIL CORPCOM0.87%$16,825153.4K
17WBAWALGREENS BOOTS ALLIANCE INCCOM0.86%$16,553478.7K
18JNJJOHNSON & JOHNSONCOM0.84%$16,161104.3K
19WMTWALMART INCCOM0.83%$15,927108.0K
20VVISA INCCOM CL A0.81%$15,60769.2K
21PSAPUBLIC STORAGECOM0.80%$15,40751.0K
22MCDMCDONALDS CORPCOM0.78%$15,12854.1K
23FRTFEDERAL RLTY INVT TR NEWSH BEN INT NEW0.76%$14,708148.8K
24MEDTRONIC PLCSHS0.74%$14,256176.8K
25HDHOME DEPOT INCCOM0.74%$14,22748.2K
26TROWPRICE T ROWE GROUP INCCOM0.73%$14,086124.8K
27AMCOR PLCORD0.69%$13,2641.17M
28BENFRANKLIN RESOURCES INCCOM0.68%$13,182489.3K
29PFEPFIZER INCCOM0.68%$13,146322.2K
30SWKSTANLEY BLACK & DECKER INCCOM0.68%$13,029161.7K
31TXNTEXAS INSTRS INCCOM0.67%$12,92669.5K
32CVXCHEVRON CORP NEWCOM0.67%$12,90379.1K
33OREALTY INCOME CORPCOM0.65%$12,624199.4K
34EDCONSOLIDATED EDISON INCCOM0.65%$12,590131.6K
35JPMJPMORGAN CHASE & COCOM0.64%$12,37595.0K
36KMBKIMBERLY-CLARK CORPCOM0.64%$12,24791.2K
37METAMETA PLATFORMS INCCL A0.63%$12,18457.5K
38ABTABBOTT LABSCOM0.63%$12,172120.2K
39DYHTARGET CORPCOM0.61%$11,70770.7K
40TSLATESLA INCCOM0.60%$11,64156.1K
41SPGIS&P GLOBAL INCCOM0.58%$11,19032.5K
42SPGSIMON PPTY GROUP INC NEWCOM0.58%$11,17699.8K
43VICIVICI PPTYS INCCOM0.55%$10,665326.9K
44ITWILLINOIS TOOL WKS INCCOM0.55%$10,57543.4K
45WELLWELLTOWER INCCOM0.55%$10,529146.9K
46ESEVERSOURCE ENERGYCOM0.54%$10,413133.1K
47TMOTHERMO FISHER SCIENTIFIC INCCOM0.53%$10,28817.8K
48FASTFASTENAL COCOM0.52%$10,036186.1K
49ECLECOLAB INCCOM0.52%$10,03060.6K
50FLOFLOWERS FOODS INCCOM0.52%$9,972363.8K
51MRKMERCK & CO INCCOM0.52%$9,93593.4K
52CLCOLGATE PALMOLIVE COCOM0.51%$9,747129.7K
53CHRWC H ROBINSON WORLDWIDE INCCOM NEW0.50%$9,73698.0K
54CINFCINCINNATI FINL CORPCOM0.50%$9,57485.4K
55SYYSYSCO CORPCOM0.49%$9,503123.0K
56SJMSMUCKER J M COCOM NEW0.48%$9,34659.4K
57SONSONOCO PRODS COCOM0.47%$9,104149.3K
58EOGEOG RES INCCOM0.46%$8,88477.5K
59ACCENTURE PLC IRELANDSHS CLASS A0.46%$8,78530.7K
60MBBISHARES TRMBS ETF0.45%$8,77392.6K
61IFFINTERNATIONAL FLAVORS&FRAGRACOM0.45%$8,77195.4K
62CAHCARDINAL HEALTH INCCOM0.45%$8,771116.2K
63AVGOBROADCOM INCCOM0.45%$8,72913.6K
64NKENIKE INCCL B0.45%$8,72471.1K
65BKNGBOOKING HOLDINGS INCCOM0.45%$8,6263.3K
66DLRDIGITAL RLTY TR INCCOM0.45%$8,58987.4K
67PIIPOLARIS INCCOM0.44%$8,56977.5K
68AXPAMERICAN EXPRESS COCOM0.44%$8,47651.4K
69DHRDANAHER CORPORATIONCOM0.44%$8,39133.3K
70APDAIR PRODS & CHEMS INCCOM0.43%$8,33629.0K
71EMREMERSON ELEC COCOM0.43%$8,30995.3K
72AMEAMETEK INCCOM0.43%$8,27156.9K
73LINDE PLCSHS0.43%$8,26723.3K
74UNPUNION PAC CORPCOM0.43%$8,25841.0K
75LEGLEGGETT & PLATT INCCOM0.42%$8,147255.6K
76LOWLOWES COS INCCOM0.41%$7,98639.9K
77ROPROPER TECHNOLOGIES INCCOM0.41%$7,96818.1K
78EATON CORP PLCSHS0.41%$7,86545.9K
79ADPAUTOMATIC DATA PROCESSING INCOM0.41%$7,82935.2K
80AFLAFLAC INCCOM0.40%$7,792120.8K
81BACVERIZON COMMUNICATIONS INCCOM0.40%$7,775199.9K
82MCHPMICROCHIP TECHNOLOGY INC.COM0.39%$7,59790.7K
83HRLHORMEL FOODS CORPCOM0.39%$7,576190.0K
84CSCOCISCO SYS INCCOM0.39%$7,533144.1K
85GPCGENUINE PARTS COCOM0.39%$7,47344.7K
86WTRGESSENTIAL UTILS INCCOM0.39%$7,463171.0K
87CATCATERPILLAR INCCOM0.39%$7,44732.5K
88BLACKROCK INCCOM0.38%$7,27310.9K
89AVBAVALONBAY CMNTYS INCCOM0.37%$7,14242.5K
90PENTAIR PLCSHS0.37%$7,078128.1K
91RTXRAYTHEON TECHNOLOGIES CORPCOM0.35%$6,79269.4K
92EQREQUITY RESIDENTIALSH BEN INT0.35%$6,779113.0K
93PPGPPG INDS INCCOM0.35%$6,68150.0K
94EXREXTRA SPACE STORAGE INCCOM0.35%$6,67841.0K
95MKCMCCORMICK & CO INCCOM NON VTG0.34%$6,62679.6K
96AREALEXANDRIA REAL ESTATE EQ INCOM0.34%$6,57352.3K
97KEYSKEYSIGHT TECHNOLOGIES INCCOM0.34%$6,47240.1K
98ADMARCHER DANIELS MIDLAND COCOM0.33%$6,28578.9K
99BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.32%$6,22920.2K
100LECOLINCOLN ELEC HLDGS INCCOM0.31%$6,06935.9K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$2.0B548May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$2.1B546Feb 6, 202613F-HRchanges · EDGAR ↗
Q3 2025$2.1B543Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$2.0B543Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$2.5B643May 16, 202513F-HRchanges · EDGAR ↗
Q4 2024$2.6B677Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$2.6B673Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$2.5B652Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$2.3B668May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$2.2B528Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023Under review602Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$2M589Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$2M589May 9, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review590Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.7B589Nov 15, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.7B620Aug 16, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.8B615May 17, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.6B535Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.4B514Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$2.1B513Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.4B501May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.0B408Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$910M371Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.1B466Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$530M305May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.2B496Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.2B484Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.2B498Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.2B465May 14, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.1B488Feb 12, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Meiji Yasuda Life Insurance Company28-13926

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.