Nippon Life Global Investors Americas, Inc. quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Nippon Life Global Investors Americas, Inc. opened 12 positions, added to 43, reduced 42, sold out of 18 and left 3 unchanged. The largest increase in value was AMD (+$69,923,811); the largest decrease was GE (-$45,614,290).
- AMD: Country of operation United States; Class COM; Shares 2026-03-31 8,140; Shares 2026-06-30 123,220.
- GEV: Country of operation United States; Class COM; Shares 2026-03-31 1,630; Shares 2026-06-30 51,960.
- FFIV: Country of operation United States; Class COM; Shares 2026-03-31 31,630; Shares 2026-06-30 148,290.
- RCL: Country of operation United States; Class COM; Shares 2026-03-31 12,680; Shares 2026-06-30 92,870.
Two Form 13F-HR filings compared (SEC CIK 1040190): 2026-03-31 (filed 2026-04-30) and 2026-06-30 (filed 2026-08-06). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 8,140 | 123,220 | +115,080 | $1,655,920 | $71,579,731 | +$69,923,811 |
|---|
GEV
GE VERNOVA INC | United States | COM | 1,630 | 51,960 | +50,330 | $1,422,827 | $61,068,195 | +$59,645,368 |
|---|
FFIV
F5 INC | United States | COM | 31,630 | 148,290 | +116,660 | $9,151,508 | $61,682,708 | +$52,531,200 |
|---|
RCL
ROYAL CARIBBEAN GROUP | United States | COM | 12,680 | 92,870 | +80,190 | $3,668,082 | $29,512,517 | +$25,844,435 |
|---|
BIIB
BIOGEN INC | United States | COM | 33,570 | 137,220 | +103,650 | $6,154,388 | $29,647,753 | +$23,493,365 |
|---|
R
RYDER SYS INC | United States | COM | 49,030 | 120,230 | +71,200 | $10,036,932 | $31,713,068 | +$21,676,136 |
|---|
TJX
TJX COS INC NEW | United States | COM | 5,120 | 147,380 | +142,260 | $817,664 | $22,328,070 | +$21,510,406 |
|---|
AMZN
AMAZON COM INC | United States | COM | 521,460 | 542,210 | +20,750 | $108,604,474 | $129,230,331 | +$20,625,857 |
|---|
VST
VISTRA CORP | United States | COM | 1,780 | 121,430 | +119,650 | $267,587 | $19,262,441 | +$18,994,854 |
|---|
VRTX
VERTEX PHARMACEUTICALS INC | United States | COM | 2,500 | 38,230 | +35,730 | $1,116,350 | $18,989,988 | +$17,873,638 |
|---|
MOD
MODINE MFG CO | United States | COM | 64,260 | 107,320 | +43,060 | $13,925,785 | $28,656,587 | +$14,730,802 |
|---|
EQIX
EQUINIX INC | United States | COM | 14,990 | 27,060 | +12,070 | $14,693,798 | $28,207,074 | +$13,513,276 |
|---|
V
VISA INC | United States | COM CL A | 123,680 | 145,330 | +21,650 | $37,381,043 | $49,861,269 | +$12,480,226 |
|---|
FIX
COMFORT SYS USA INC | United States | COM | 810 | 6,450 | +5,640 | $1,116,982 | $12,783,578 | +$11,666,596 |
|---|
LSCC
LATTICE SEMICONDUCTOR CORP | United States | COM | 46,940 | 91,780 | +44,840 | $4,354,154 | $14,038,669 | +$9,684,515 |
|---|
KO
COCA COLA CO | United States | COM | 107,530 | 178,280 | +70,750 | $8,228,948 | $14,540,108 | +$6,311,160 |
|---|
TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 3,040 | 14,610 | +11,570 | $1,495,622 | $7,330,910 | +$5,835,288 |
|---|
LIN
LINDE PLC | United Kingdom | SHS | 63,830 | 70,710 | +6,880 | $31,644,362 | $36,694,247 | +$5,049,885 |
|---|
MDLZ
MONDELEZ INTL INC | United States | CL A | 146,100 | 228,650 | +82,550 | $8,486,949 | $13,328,009 | +$4,841,060 |
|---|
EHC
ENCOMPASS HEALTH CORP | United States | COM | 101,980 | 145,120 | +43,140 | $9,864,526 | $14,668,730 | +$4,804,204 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 345,260 | 355,050 | +9,790 | $127,804,894 | $132,440,751 | +$4,635,857 |
|---|
SPOT
SPOTIFY TECHNOLOGY S A | | SHS | 3,160 | 13,080 | +9,920 | $1,532,316 | $6,005,420 | +$4,473,104 |
|---|
CVX
CHEVRON CORPORATION | United States | COM | 142,190 | 151,960 | +9,770 | $29,419,111 | $25,188,889 | -$4,230,222 |
|---|
MAR
MARRIOTT INTL INC NEW | United States | CL A | 33,300 | 36,260 | +2,960 | $10,891,432 | $13,437,593 | +$2,546,161 |
|---|
TPR
TAPESTRY INC | United States | COM | 77,980 | 85,870 | +7,890 | $11,003,757 | $12,569,650 | +$1,565,893 |
|---|
AXP
AMERICAN EXPRESS CO | United States | COM | 39,680 | 40,110 | +430 | $12,002,406 | $13,567,208 | +$1,564,802 |
|---|
TRGP
TARGA RES CORP | United States | COM | 10,590 | 14,760 | +4,170 | $2,655,231 | $3,957,746 | +$1,302,515 |
|---|
PNC
PNC FINL SVCS GROUP INC | United States | COM | 25,530 | 25,930 | +400 | $5,312,537 | $6,384,484 | +$1,071,947 |
|---|
CMG
CHIPOTLE MEXICAN GRILL INC | United States | COM | 26,720 | 42,160 | +15,440 | $855,307 | $1,433,440 | +$578,133 |
|---|
ECL
ECOLAB INC | United States | COM | 19,290 | 20,430 | +1,140 | $5,144,298 | $5,704,676 | +$560,378 |
|---|
SHW
SHERWIN WILLIAMS CO | United States | COM | 2,900 | 3,970 | +1,070 | $929,595 | $1,366,950 | +$437,355 |
|---|
SPGI
S&P GLOBAL INC | United States | COM | 27,820 | 28,080 | +260 | $11,832,959 | $11,435,861 | -$397,098 |
|---|
CDNS
CADENCE DESIGN SYSTEM INC | United States | COM | 2,270 | 2,730 | +460 | $630,765 | $1,024,624 | +$393,859 |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 1,080 | 1,740 | +660 | $539,633 | $893,664 | +$354,031 |
|---|
AIZ
ASSURANT INC | United States | COM | 3,340 | 3,880 | +540 | $727,485 | $1,041,896 | +$314,411 |
|---|
BURL
BURLINGTON STORES INC | United States | COM | 1,670 | 2,700 | +1,030 | $543,385 | $855,360 | +$311,975 |
|---|
MS
MORGAN STANLEY | United States | COM NEW | 4,280 | 4,570 | +290 | $704,360 | $955,313 | +$250,953 |
|---|
PTC
PTC INC | United States | COM | 6,360 | 10,110 | +3,750 | $906,236 | $1,148,597 | +$242,361 |
|---|
COP
CONOCOPHILLIPS | United States | COM | 31,770 | 38,310 | +6,540 | $4,193,640 | $3,982,708 | -$210,932 |
|---|
LNG
CHENIERE ENERGY INC | United States | COM NEW | 1,380 | 2,460 | +1,080 | $391,589 | $587,965 | +$196,376 |
|---|
WMT
WALMART INC | United States | COM | 11,430 | 11,470 | +40 | $1,423,035 | $1,299,092 | -$123,943 |
|---|
CTAS
CINTAS CORP | United States | COM | 5,950 | 6,440 | +490 | $1,006,383 | $1,095,315 | +$88,932 |
|---|
NOW
SERVICENOW INC | United States | COM | 16,070 | 16,780 | +710 | $1,680,119 | $1,665,918 | -$14,201 |
|---|