Meiji Yasuda America Inc historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Meiji Yasuda America Inc opened 3 positions, added to 63, reduced 48 and sold out of 2.
- Q2 2026: Stock MU; Country of operation United States; Class COM; Shares before 21,195.
- Q2 2026: Stock NVDA; Country of operation United States; Class COM; Shares before 207,211.
- Q2 2026: Stock GOOG; Country of operation United States; Class CAP STK CL C; Shares before 86,814.
- Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 106,048.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2072353), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | MU
MICRON TECHNOLOGY INC | United States | COM | 21,195 | 25,038 | +3,843 | $7,160,519 | $28,901,113 | +$21,740,594 | 2026-07-28 |
|---|
| Q2 2026 | NVDA
NVIDIA CORPORATION | United States | COM | 207,211 | 266,970 | +59,759 | $36,137,598 | $53,418,027 | +$17,280,429 | 2026-07-28 |
|---|
| Q2 2026 | GOOG
ALPHABET INC | United States | CAP STK CL C | 86,814 | 110,964 | +24,150 | $24,903,464 | $39,206,910 | +$14,303,446 | 2026-07-28 |
|---|
| Q2 2026 | AAPL
APPLE INC | United States | COM | 106,048 | 136,631 | +30,583 | $26,913,922 | $39,535,546 | +$12,621,624 | 2026-07-28 |
|---|
| Q2 2026 | PANW
PALO ALTO NETWORKS INC | United States | COM | 33,994 | 43,795 | +9,801 | $5,449,918 | $14,934,971 | +$9,485,053 | 2026-07-28 |
|---|
| Q2 2026 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 16,198 | 20,868 | +4,670 | $3,295,159 | $12,122,430 | +$8,827,271 | 2026-07-28 |
|---|
| Q2 2026 | AVGO
BROADCOM INC | United States | COM | 48,739 | 62,793 | +14,054 | $15,085,208 | $23,720,056 | +$8,634,848 | 2026-07-28 |
|---|
| Q2 2026 | LLY
ELI LILLY & CO | United States | COM | 11,072 | 15,267 | +4,195 | $10,183,693 | $18,311,698 | +$8,128,005 | 2026-07-28 |
|---|
| Q2 2026 | MSFT
MICROSOFT CORP | United States | COM | 68,175 | 87,835 | +19,660 | $25,236,340 | $32,764,212 | +$7,527,872 | 2026-07-28 |
|---|
| Q2 2026 | AMZN
AMAZON COM INC | United States | COM | 90,918 | 110,623 | +19,705 | $18,935,492 | $26,365,886 | +$7,430,394 | 2026-07-28 |
|---|
| Q2 2026 | CAT
CATERPILLAR INC | United States | COM | 10,545 | 13,351 | +2,806 | $7,470,711 | $14,217,480 | +$6,746,769 | 2026-07-28 |
|---|
| Q2 2026 | AMAT
APPLIED MATLS INC | United States | COM | 10,965 | 14,124 | +3,159 | $3,747,727 | $10,211,652 | +$6,463,925 | 2026-07-28 |
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| Q2 2026 | GE
GE AEROSPACE | United States | COM NEW | 30,710 | 38,887 | +8,177 | $8,714,577 | $14,533,239 | +$5,818,662 | 2026-07-28 |
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| Q2 2026 | JPM
JPMORGAN CHASE & CO | United States | COM | 45,314 | 52,968 | +7,654 | $13,329,566 | $17,338,015 | +$4,008,449 | 2026-07-28 |
|---|
| Q2 2026 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 10,968 | 12,564 | +1,596 | $9,278,818 | $12,706,853 | +$3,428,035 | 2026-07-28 |
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| Q2 2026 | META
META PLATFORMS INC | United States | CL A | 20,886 | 26,695 | +5,809 | $11,949,507 | $15,037,027 | +$3,087,520 | 2026-07-28 |
|---|
| Q2 2026 | V
VISA INC | United States | COM CL A | 24,353 | 29,797 | +5,444 | $7,360,451 | $10,223,053 | +$2,862,602 | 2026-07-28 |
|---|
| Q2 2026 | AXP
AMERICAN EXPRESS CO | United States | COM | 23,369 | 28,592 | +5,223 | $7,068,655 | $9,671,244 | +$2,602,589 | 2026-07-28 |
|---|
| Q2 2026 | TJX
TJX COS INC NEW | United States | COM | 21,666 | 38,686 | +17,020 | $3,460,060 | $5,860,929 | +$2,400,869 | 2026-07-28 |
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| Q2 2026 | RCL
ROYAL CARIBBEAN GROUP | United States | COM | 21,399 | 26,035 | +4,636 | $5,888,577 | $8,266,894 | +$2,378,317 | 2026-07-28 |
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| Q2 2026 | WELL
WELLTOWER INC | United States | COM | 33,755 | 38,649 | +4,894 | $6,673,701 | $8,772,164 | +$2,098,463 | 2026-07-28 |
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| Q2 2026 | CTVA
CORTEVA INC | United States | COM | 56,225 | 80,076 | +23,851 | $4,706,595 | $6,781,636 | +$2,075,041 | 2026-07-28 |
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| Q2 2026 | GEV
GE VERNOVA INC | United States | COM | 3,189 | 4,036 | +847 | $2,783,678 | $4,741,735 | +$1,958,057 | 2026-07-28 |
|---|
| Q2 2026 | PM
PHILIP MORRIS INTL INC | United States | COM | 42,837 | 49,789 | +6,952 | $7,082,670 | $9,007,328 | +$1,924,658 | 2026-07-28 |
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| Q2 2026 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 6,021 | 8,301 | +2,280 | $1,629,222 | $3,450,145 | +$1,820,923 | 2026-07-28 |
|---|
| Q2 2026 | SHW
SHERWIN WILLIAMS CO | United States | COM | 9,973 | 14,201 | +4,228 | $3,196,845 | $4,889,688 | +$1,692,843 | 2026-07-28 |
|---|
| Q2 2026 | KO
COCA COLA CO | United States | COM | 88,008 | 102,292 | +14,284 | $6,693,008 | $8,313,271 | +$1,620,263 | 2026-07-28 |
|---|
| Q2 2026 | TSLA
TESLA INC | United States | COM | 11,522 | 14,017 | +2,495 | $4,283,304 | $5,895,550 | +$1,612,246 | 2026-07-28 |
|---|
| Q2 2026 | CB
CHUBB LIMITED | | COM | 16,122 | 19,725 | +3,603 | $5,254,643 | $6,721,097 | +$1,466,454 | 2026-07-28 |
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| Q2 2026 | AMGN
AMGEN INC | United States | COM | 9,679 | 13,347 | +3,668 | $3,405,556 | $4,833,216 | +$1,427,660 | 2026-07-28 |
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| Q2 2026 | WMB
WILLIAMS COS INC | United States | COM | 65,043 | 82,211 | +17,168 | $4,733,830 | $6,111,566 | +$1,377,736 | 2026-07-28 |
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| Q2 2026 | PGR
PROGRESSIVE CORP | United States | COM | 19,434 | 23,777 | +4,343 | $3,852,596 | $5,194,086 | +$1,341,490 | 2026-07-28 |
|---|
| Q2 2026 | UBER
UBER TECHNOLOGIES INC | United States | COM | 66,910 | 84,728 | +17,818 | $4,812,836 | $6,113,972 | +$1,301,136 | 2026-07-28 |
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| Q2 2026 | DE
DEERE & CO | United States | COM | 5,304 | 6,714 | +1,410 | $2,987,743 | $4,258,892 | +$1,271,149 | 2026-07-28 |
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| Q2 2026 | HD
HOME DEPOT INC | United States | COM | 12,679 | 15,426 | +2,747 | $4,169,996 | $5,440,442 | +$1,270,446 | 2026-07-28 |
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| Q2 2026 | WM
WASTE MGMT INC DEL | United States | COM | 23,194 | 29,369 | +6,175 | $5,329,749 | $6,545,763 | +$1,216,014 | 2026-07-28 |
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| Q2 2026 | RTX
RTX CORPORATION | United States | COM | 25,606 | 32,423 | +6,817 | $4,939,397 | $6,151,616 | +$1,212,219 | 2026-07-28 |
|---|
| Q2 2026 | SYK
STRYKER CORPORATION | United States | COM | 10,077 | 13,895 | +3,818 | $3,311,201 | $4,374,702 | +$1,063,501 | 2026-07-28 |
|---|
| Q2 2026 | GILD
GILEAD SCIENCES INC | United States | COM | 30,454 | 41,998 | +11,544 | $4,244,374 | $5,306,027 | +$1,061,653 | 2026-07-28 |
|---|
| Q2 2026 | AEP
AMERICAN ELEC PWR CO INC | United States | COM | 33,148 | 39,093 | +5,945 | $4,345,040 | $5,348,313 | +$1,003,273 | 2026-07-28 |
|---|
| Q2 2026 | VRTX
VERTEX PHARMACEUTICALS INC | United States | COM | 4,159 | 5,733 | +1,574 | $1,857,160 | $2,847,753 | +$990,593 | 2026-07-28 |
|---|
| Q2 2026 | ICE
INTERCONTINENTAL EXCHANGE IN | United States | COM | 20,103 | 33,356 | +13,253 | $3,161,800 | $4,106,457 | +$944,657 | 2026-07-28 |
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| Q2 2026 | TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 4,612 | 6,359 | +1,747 | $2,266,936 | $3,188,148 | +$921,212 | 2026-07-28 |
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| Q2 2026 | NOW
SERVICENOW INC | United States | COM | 38,027 | 48,993 | +10,966 | $3,975,723 | $4,864,025 | +$888,302 | 2026-07-28 |
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| Q2 2026 | ORLY
OREILLY AUTOMOTIVE INC | United States | COM | 43,801 | 53,294 | +9,493 | $4,043,270 | $4,907,844 | +$864,574 | 2026-07-28 |
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| Q2 2026 | INTU
INTUIT | United States | COM | 7,506 | 9,669 | +2,163 | $3,245,444 | $2,523,609 | -$721,835 | 2026-07-28 |
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| Q2 2026 | SPGI
S&P GLOBAL INC | United States | COM | 9,728 | 11,901 | +2,173 | $4,137,708 | $4,846,801 | +$709,093 | 2026-07-28 |
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| Q2 2026 | NEE
NEXTERA ENERGY INC | United States | COM | 64,898 | 76,542 | +11,644 | $6,027,726 | $6,718,091 | +$690,365 | 2026-07-28 |
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| Q2 2026 | DIS
DISNEY WALT CO | United States | COM | 24,273 | 31,025 | +6,752 | $2,339,432 | $2,986,156 | +$646,724 | 2026-07-28 |
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| Q2 2026 | WMT
WALMART INC | United States | COM | 62,815 | 73,010 | +10,195 | $7,806,648 | $8,269,113 | +$462,465 | 2026-07-28 |
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| Q2 2026 | DLR
DIGITAL RLTY TR INC | United States | COM | 13,485 | 15,440 | +1,955 | $2,430,132 | $2,772,715 | +$342,583 | 2026-07-28 |
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| Q2 2026 | ZTS
ZOETIS INC | United States | CL A | 11,358 | 15,663 | +4,305 | $1,342,629 | $1,125,543 | -$217,086 | 2026-07-28 |
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| Q2 2026 | BSX
BOSTON SCIENTIFIC CORP | United States | COM | 48,707 | 67,171 | +18,464 | $3,056,364 | $2,866,858 | -$189,506 | 2026-07-28 |
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| Q2 2026 | NFLX
NETFLIX INC. | United States | COM | 28,512 | 36,442 | +7,930 | $2,741,429 | $2,601,959 | -$139,470 | 2026-07-28 |
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| Q2 2026 | COP
CONOCOPHILLIPS | United States | COM | 86,896 | 109,832 | +22,936 | $11,470,272 | $11,418,135 | -$52,137 | 2026-07-28 |
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| Q2 2026 | PODD
INSULET CORP | United States | COM | 12,643 | 17,434 | +4,791 | $2,653,007 | $2,654,327 | +$1,320 | 2026-07-28 |
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| Q1 2026 | COP
CONOCOPHILLIPS | United States | COM | 81,998 | 86,896 | +4,898 | $7,675,833 | $11,470,272 | +$3,794,439 | 2026-05-12 |
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| Q1 2026 | LLY
ELI LILLY & CO | United States | COM | 10,768 | 11,072 | +304 | $11,572,154 | $10,183,693 | -$1,388,461 | 2026-05-12 |
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| Q1 2026 | NFLX
NETFLIX INC. | United States | COM | 15,840 | 28,512 | +12,672 | $1,485,158 | $2,741,429 | +$1,256,271 | 2026-05-12 |
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| Q1 2026 | GILD
GILEAD SCIENCES INC | United States | COM | 24,934 | 30,454 | +5,520 | $3,060,399 | $4,244,374 | +$1,183,975 | 2026-05-12 |
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| Q1 2026 | WELL
WELLTOWER INC | United States | COM | 29,993 | 33,755 | +3,762 | $5,567,001 | $6,673,701 | +$1,106,700 | 2026-05-12 |
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| Q1 2026 | RCL
ROYAL CARIBBEAN GROUP | United States | COM | 17,169 | 21,399 | +4,230 | $4,788,777 | $5,888,577 | +$1,099,800 | 2026-05-12 |
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| Q1 2026 | WING
WINGSTOP INC | United States | COM | 10,148 | 12,107 | +1,959 | $2,420,197 | $1,876,222 | -$543,975 | 2026-05-12 |
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