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Meiji Yasuda Asset Management Co Ltd.

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13F filer, CIK 1491685, Tokyo, Japan

Meiji Yasuda Asset Management Co Ltd. reported $2,080,145,950 across 546 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-06. Its ten largest share positions make up 24.68% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-26-041086

Period
2025-12-31
Reported value
$2.08B
Holdings
546
Top 10 weight
24.68%
New
34
Sold out
31

Part of the filer group Meiji Yasuda Life Insurance Co

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NOWadded+47,362$7.26M
NFLXadded+61,722$5.79M
CMIadded+10,776$5.5M
MUadded+16,200$4.62M
CHRWadded+26,914$4.33M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NVDAreduced-35,333-$6.59M
CATreduced-9,110-$5.22M
GOOGLreduced-16,612-$5.2M
AAPLreduced-17,570-$4.78M
WMTreduced-39,758-$4.43M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001193125-26-041086, largest first. % of portfolio is the value over $2,080,145,950, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
LSCCLATTICE SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,181 shares; 2025Q4: 3,139 shares 3,139$231K0.01%-42Timeline
BSYBENTLEY SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,047 shares 6,047$231K0.01%newTimeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,183 shares; 2024Q4: 5,293 shares; 2025Q1: 5,002 shares; 2025Q2: 1,546 shares; 2025Q3: 1,424 shares; 2025Q4: 1,434 shares 1,434$231K0.01%+10Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,966 shares; 2024Q4: 2,013 shares; 2025Q1: 2,002 shares; 2025Q2: 808 shares; 2025Q3: 677 shares; 2025Q4: 701 shares 701$230K0.01%+24Timeline
RMBSRAMBUS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500$230K0.01%0Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: 1,502 shares; 2025Q1: 1,582 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 877 shares 877$229K0.01%newTimeline
CNMCORE & MAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,747 shares; 2024Q4: 4,701 shares; 2025Q1: 4,571 shares; 2025Q2: 4,518 shares; 2025Q3: 4,407 shares; 2025Q4: 4,407 shares 4,407$229K0.01%0Timeline
SPXCSPX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,144 shares 1,144$229K0.01%newTimeline
OVVOVINTIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,907 shares; 2024Q4: 10,183 shares; 2025Q1: 10,177 shares; 2025Q2: 6,177 shares; 2025Q3: 5,973 shares; 2025Q4: 5,812 shares 5,812$228K0.01%-161Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,680 shares; 2024Q4: 31,933 shares; 2025Q1: 30,019 shares; 2025Q2: 14,461 shares; 2025Q3: 10,812 shares; 2025Q4: 6,133 shares 6,133$227K0.01%-4,679Timeline
ARMKARAMARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,482 shares; 2024Q4: 6,482 shares; 2025Q1: 6,352 shares; 2025Q2: 6,268 shares; 2025Q3: 6,108 shares; 2025Q4: 6,108 shares 6,108$225K0.01%0Timeline
DYDYCOM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 664 shares 664$224K0.01%newTimeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,162 shares; 2025Q1: 1,994 shares; 2025Q2: not reported; 2025Q3: 1,820 shares; 2025Q4: 1,753 shares 1,753$224K0.01%-67Timeline
PRPERMIAN RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,615 shares; 2024Q4: 15,615 shares; 2025Q1: 15,327 shares; 2025Q2: 15,327 shares; 2025Q3: 15,327 shares; 2025Q4: 15,934 shares 15,934$224K0.01%+607Timeline
GMEDGLOBUS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,780 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,557 shares 2,557$223K0.01%newTimeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,971 shares; 2024Q4: 2,853 shares; 2025Q1: 2,931 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,153 shares 1,153$223K0.01%newTimeline
TRGPTARGA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,040 shares; 2024Q4: 4,672 shares; 2025Q1: 3,860 shares; 2025Q2: 1,430 shares; 2025Q3: 1,430 shares; 2025Q4: 1,207 shares 1,207$223K0.01%-223Timeline
AITAPPLIED INDL TECHNOLOGIES INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 944 shares; 2024Q4: 944 shares; 2025Q1: 912 shares; 2025Q2: 912 shares; 2025Q3: 885 shares; 2025Q4: 866 shares 866$222K0.01%-19Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,514 shares; 2024Q4: 4,544 shares; 2025Q1: 4,554 shares; 2025Q2: 2,242 shares; 2025Q3: 2,254 shares; 2025Q4: 2,254 shares 2,254$222K0.01%0Timeline
FYBRFRONTIER COMMUNICATIONS PAREQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,816 shares; 2025Q4: 5,816 shares 5,816$221K0.01%0Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,909 shares 4,909$221K0.01%newTimeline
HLIHOULIHAN LOKEY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,319 shares; 2024Q4: 1,304 shares; 2025Q1: 1,294 shares; 2025Q2: 1,294 shares; 2025Q3: 1,263 shares; 2025Q4: 1,263 shares 1,263$220K0.01%0Timeline
ROIVROIVANT SCIENCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,736 shares; 2024Q4: 10,481 shares; 2025Q1: 10,191 shares; 2025Q2: 10,191 shares; 2025Q3: 10,191 shares; 2025Q4: 10,054 shares 10,054$218K0.01%-137Timeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,197 shares; 2024Q4: not reported; 2025Q1: 1,245 shares; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares; 2025Q4: 1,222 shares 1,222$218K0.01%-23Timeline
WTFCWINTRUST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,623 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,556 shares; 2025Q4: 1,556 shares 1,556$218K0.01%0Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,918 shares; 2024Q4: 2,918 shares; 2025Q1: 3,404 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,768 shares 1,768$217K0.01%newTimeline
SSBSOUTHSTATE BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,361 shares; 2025Q4: 2,307 shares 2,307$217K0.01%-54Timeline
STRLSTERLING INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 707 shares 707$217K0.01%newTimeline
RRXREGAL REXNORD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 1,616 shares; 2025Q1: not reported; 2025Q2: 1,591 shares; 2025Q3: 1,542 shares; 2025Q4: 1,542 shares 1,542$216K0.01%0Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: 1,150 shares; 2025Q1: 1,118 shares; 2025Q2: 287 shares; 2025Q3: 326 shares; 2025Q4: 379 shares 379$215K0.01%+53Timeline
CRBGCOREBRIDGE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,089 shares 7,089$214K0.01%newTimeline
GTLSCHART INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,027 shares; 2025Q4: 1,027 shares 1,027$212K0.01%0Timeline
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 3,253 shares; 2025Q1: 3,215 shares; 2025Q2: 3,729 shares; 2025Q3: 3,638 shares; 2025Q4: 1,886 shares 1,886$211K0.01%-1,752Timeline
CRCRANE COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,172 shares; 2025Q3: 1,137 shares; 2025Q4: 1,137 shares 1,137$210K0.01%0Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,039 shares; 2024Q4: 1,039 shares; 2025Q1: 1,018 shares; 2025Q2: 274 shares; 2025Q3: 258 shares; 2025Q4: 257 shares 257$208K0.01%-1Timeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,054 shares; 2025Q1: not reported; 2025Q2: 1,997 shares; 2025Q3: 1,950 shares; 2025Q4: 1,904 shares 1,904$207K0.01%-46Timeline
REXRREXFORD INDL RLTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,390 shares; 2024Q4: 5,390 shares; 2025Q1: 5,452 shares; 2025Q2: 5,663 shares; 2025Q3: 5,487 shares; 2025Q4: 5,331 shares 5,331$206K0.01%-156Timeline
CNHCNH INDL N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,745 shares; 2024Q4: 33,485 shares; 2025Q1: 32,895 shares; 2025Q2: 22,954 shares; 2025Q3: 22,616 shares; 2025Q4: 22,287 shares 22,287$205K0.01%-329Timeline
FLSFLOWSERVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,917 shares 2,917$202K0.01%newTimeline
SAIASAIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 654 shares; 2024Q4: 649 shares; 2025Q1: 631 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 619 shares 619$202K0.01%newTimeline
TTEKTETRA TECH INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,582 shares; 2024Q4: 6,582 shares; 2025Q1: not reported; 2025Q2: 6,352 shares; 2025Q3: 6,106 shares; 2025Q4: 5,999 shares 5,999$201K0.01%-107Timeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: 544 shares; 2025Q1: 525 shares; 2025Q2: 531 shares; 2025Q3: 514 shares; 2025Q4: 514 shares 514$201K0.01%0Timeline
ZIONZIONS BANCORPORATION NATL ASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,430 shares 3,430$201K0.01%newTimeline
AVTRAVANTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,578 shares; 2024Q4: 26,159 shares; 2025Q1: 25,865 shares; 2025Q2: 17,857 shares; 2025Q3: 15,841 shares; 2025Q4: 15,841 shares 15,841$182K0.01%0Timeline
CLFCLEVELAND-CLIFFS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,517 shares; 2024Q4: 11,888 shares; 2025Q1: 11,486 shares; 2025Q2: 11,486 shares; 2025Q3: 11,486 shares; 2025Q4: 13,237 shares 13,237$176K0.01%+1,751Timeline
VLYVALLEY NATL BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,525 shares; 2024Q4: 11,527 shares; 2025Q1: 11,527 shares; 2025Q2: 11,527 shares; 2025Q3: 11,185 shares; 2025Q4: 11,185 shares 11,185$131K0.01%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
XYLXYLEM INC29,055$4.29Mshares
SWSMURFIT WESTROCK PLC96,292$4.1Mshares
DOCHEALTHPEAK PROPERTIES INC149,073$2.85Mshares
EQTEQT CORP49,635$2.7Mshares
DAYDAYFORCE INC22,130$1.52Mshares
BFAMBRIGHT HORIZONS FAM SOL IN D12,538$1.36Mshares
FIXCOMFORT SYS USA INC818$675Kshares
KKELLANOVA4,499$369Kshares
DUOLDUOLINGO INC922$297Kshares
DHID R HORTON INC1,728$293Kshares
NXPINXP SEMICONDUCTORS N V1,245$284Kshares
HIMSHIMS & HERS HEALTH INC4,804$272Kshares
GMEGAMESTOP CORP9,563$261Kshares
LYBLYONDELLBASELL INDUSTRIES NV5,158$253Kshares
SFMSPROUTS FMRS MKT INC2,271$247Kshares
DOCSDOXIMITY INC3,199$234Kshares
AVAVAEROVIRONMENT INC739$233Kshares
ETRENTERGY CORP NEW2,449$228Kshares
OGEOGE ENERGY CORP4,680$217Kshares
CUBECUBESMART5,299$215Kshares
MPMP MATERIALS CORP3,127$210Kshares
CHWYCHEWY INC5,179$209Kshares
PRIPRIMERICA INC753$209Kshares
WALWESTERN ALLIANCE BANCORP2,405$209Kshares
RRCRANGE RES CORP5,535$208Kshares
VSTVISTRA CORP1,057$207Kshares
CPAYCORPAY INC710$205Kshares
BKRBAKER HUGHES COMPANY4,172$203Kshares
ALVAUTOLIV INC1,642$203Kshares
ACIALBERTSONS COMPANIES INC10,419$182Kshares
WUWESTERN UN CO12,035$96.2Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001193125-26-041086 base2026-02-06acceptance time not in the bulk data set