account_balance
Investment manager · 13F filer · SEC CIK 2072353
Meiji Yasuda America Inc
Reported value$764Mas of Sep 30, 2026
Positions57 3 new, 3 sold out
Top 10 weight52.1%NVDA alone is 10%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
9.9%Added +24%
AAPLApple Inc.
7.4%Added +24%
MSFTMicrosoft Corp
7.3%Added +24%
GOOGAlphabet Inc.
6.1%Added +24%
AMZNAmazon.com Inc
4.5%Added +24%
MUMicron Technology Inc
4.3%Added +24%
AVGOBroadcom Inc.
3.6%Added +24%
METAMeta Platforms, Inc.
3.1%Added +24%
LLYELI Lilly & Co
2.9%Added +27%
JPMJPMorgan Chase & Co
2.9%+25%
PANWPalo Alto Networks Inc
2.8%Added +24%
AMDAdvanced Micro Devices Inc
2.1%+24%
NVDANVIDIA Corp
9.9%Added +24%
AAPLApple Inc.
7.4%Added +24%
MSFTMicrosoft Corp
7.3%+24%
GOOGAlphabet Inc.
6.1%+24%
AMZNAmazon.com Inc
4.5%
MUMicron Technology Inc
4.3%
AVGOBroadcom Inc.
3.6%
METAMeta Platforms, Inc.
3.1%
LLY2.9%JPM2.9%PANW2.8%AMDBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 9.9% Added +24%AAPL Apple Inc. 7.4% Added +24%MSFT Microsoft Corp 7.3% Added +24%GOOG Alphabet Inc. 6.1% Added +24%AMZN Amazon.com Inc 4.5% Added +24%MU Micron Technology Inc 4.3% Added +24%AVGO Broadcom Inc. 3.6% Added +24%META Meta Platforms, Inc. 3.1% Added +24%LLY ELI Lilly & Co 2.9% Added +27%JPM JPMorgan Chase & Co 2.9% Added +25%PANW Palo Alto Networks Inc 2.8% Added +24%AMD Advanced Micro Devices Inc 2.1% Added +24%
What changed
Biggest moves since Jun 30, 2026
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