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Meiji Yasuda Life Insurance Co

vagyonkezelő · portfólió $3.01 Mrd · 231 pozíció · jelentés: 30.06.2026

Részvénypozíciók jelentés: 30.06.2026, benyújtva: 13.08.2026; változás — 31.03.2026-hoz képest · 254

VállalatRészvényekÉrtéka portfólió %-aNegyedéves változás
iShares iBoxx $ Investment G…
US:LQD · ETF
19 120 368$2.09 Mrd69.19%—
Vanguard Long-Term Corporate…
US:VCLT · ETF
2 833 000$213 M7.07%—
Technology Select Sector SPD…
US:XLK · ETF
288 666$55.0 M1.82%+29 511
NVIDIA Corporation
US:NVDA
209 312$41.9 M1.39%−21 906
Apple Inc.
US:AAPL
122 367$35.4 M1.17%−9 064
Alphabet Inc.
US:GOOGL
89 580$32.0 M1.06%−2 443
iShares Trust - iShares iBon…
US:IBDU · ETF
1 315 000$30.5 M1.01%+136 000
Microsoft Corporation
US:MSFT
62 967$23.5 M0.78%−2 567
iShares iBonds Dec 2027 Term…
US:IBDS · ETF
866 000$21.0 M0.70%+111 000
Amazon.com, Inc.
US:AMZN
83 300$19.9 M0.66%−3 455
Broadcom Inc.
US:AVGO
41 975$15.9 M0.53%−1 294
Financial Select Sector SPDR…
US:XLF · ETF
287 368$15.4 M0.51%+3 719
Industrial Select Sector SPD…
US:XLI · ETF
75 641$14.0 M0.46%−51 042
Micron Technology Inc
US:MU
12 092$14.0 M0.46%−1 004
Meta Platforms, Inc.
US:META
20 007$11.3 M0.37%−849
JPMorgan Chase & Co.
US:JPM
29 517$9.66 M0.32%−881
Tesla, Inc.
US:TSLA
21 433$9.01 M0.30%−311
Eli Lilly and Company
US:LLY
7 224$8.66 M0.29%−72
Visa Inc. Class A
US:V
20 067$6.88 M0.23%−833
Lam Research Corp
US:LRCX
15 832$6.86 M0.23%+1 682
Advanced Micro Devices Inc
US:AMD
11 290$6.56 M0.22%−845
Johnson & Johnson
US:JNJ
23 591$5.99 M0.20%−2 316
Walmart Inc.
US:WMT
52 431$5.94 M0.20%−4 506
BlackRock AAA CLO ETF
US:CLOA · ETF
98 000$5.09 M0.17%—
AbbVie Inc
US:ABBV
18 918$4.76 M0.16%−3 258
CITIGROUP INC
US:C
33 364$4.67 M0.15%−3 427
BERKSHIRE HATHAWAY INC
US:BRK-A
8 317$4.16 M0.14%−601
The Home Depot Inc
US:HD
11 740$4.14 M0.14%−49
Vertiv Holdings Co
US:VRT
11 867$3.97 M0.13%+782
UNITEDHEALTH GROUP INC
US:UNH
9 529$3.96 M0.13%+3 884
Philip Morris International…
US:PM
21 882$3.96 M0.13%+136
WELLS FARGO & COMPANY/MN
US:WFC
47 434$3.92 M0.13%+311
COSTCO WHOLESALE CORP /NEW
US:COST
4 181$3.91 M0.13%+1
The TJX Companies Inc
US:TJX
25 811$3.91 M0.13%−1 814
Cummins Inc
US:CMI
5 359$3.82 M0.13%−405
The Coca-Cola Company
US:KO
46 030$3.74 M0.12%−824
Marvell Technology, Inc.
US:MRVL
12 554$3.74 M0.12%−2 440
Procter & Gamble Company
US:PG
25 193$3.69 M0.12%−524
Caterpillar Inc
US:CAT
3 376$3.60 M0.12%+217
Welltower Inc
US:WELL
15 694$3.56 M0.12%+1 244
Quanta Services Inc
US:PWR
4 865$3.50 M0.12%−165
Intel Corporation
US:INTC
23 960$3.35 M0.11%új
Palo Alto Networks Inc
US:PANW
9 749$3.32 M0.11%−1 529
LINDE PLC
CUSIP G54950103
6 369$3.31 M0.11%−1 398
GE Vernova LLC
US:GEV
2 801$3.29 M0.11%−337
Exxon Mobil Corporation
US:XOM
24 009$3.28 M0.11%−2 501
Alphabet Inc.
US:GOOG
9 012$3.18 M0.11%−1 532
WW Grainger Inc
US:GWW
2 303$3.13 M0.10%+146
Cloudflare Inc
US:NET
12 645$3.10 M0.10%+2 615
Arm Holdings plc American De…
US:ARM
8 669$3.07 M0.10%+990
Nextera Energy Inc
US:NEE
34 164$3.00 M0.10%+237
American Express Company
US:AXP
8 576$2.90 M0.10%−317
GE Aerospace
US:GE
7 761$2.90 M0.10%−424
Netflix Inc
US:NFLX
40 551$2.90 M0.10%−2 131
Palantir Technologies Inc.
US:PLTR
24 532$2.86 M0.09%−2 628
BlackRock Inc
US:BLK
2 972$2.86 M0.09%+1
Arista Networks
US:ANET
16 249$2.76 M0.09%−1 439
Oracle Corporation
US:ORCL
18 398$2.70 M0.09%−117
Mastercard Inc
US:MA
5 233$2.69 M0.09%+784
EOG RESOURCES INC
US:EOG
20 658$2.68 M0.09%+1 712
CH Robinson Worldwide Inc
US:CHRW
14 014$2.64 M0.09%+30
Advanced Energy Industries I…
US:AEIS
7 032$2.62 M0.09%+1 332
SCHWAB CHARLES CORP
US:SCHW
28 338$2.61 M0.09%+198
Goldman Sachs Group Inc
US:GS
2 453$2.48 M0.08%−11
Western Digital Corporation
US:WDC
3 841$2.45 M0.08%+871
Cisco Systems Inc
US:CSCO
20 769$2.44 M0.08%+16 089
Williams Companies Inc
US:WMB
32 638$2.43 M0.08%−156
Energy Select Sector SPDR® F…
US:XLE · ETF
45 517$2.42 M0.08%új
Taiwan Semiconductor Manufac…
US:TSM
5 043$2.41 M0.08%−1 236
Arthur J Gallagher & Co
US:AJG
10 443$2.40 M0.08%+2 260
Capital One Financial Corpor…
US:COF
11 626$2.33 M0.08%−1 786
Vertex Pharmaceuticals Inc
US:VRTX
4 673$2.32 M0.08%−332
Booking Holdings Inc
US:BKNG
12 951$2.31 M0.08%+12 292
iShares Trust - iShares iBon…
US:IBDV · ETF
105 000$2.29 M0.08%új
Edwards Lifesciences Corp
US:EW
24 900$2.25 M0.07%+7 000
Marathon Petroleum Corp
US:MPC
8 783$2.25 M0.07%−580
Ecolab Inc
US:ECL
7 878$2.19 M0.07%−1 293
Datadog, Inc.
US:DDOG
8 404$2.19 M0.07%+123
Keysight Technologies, Inc.
US:KEYS
6 238$2.18 M0.07%—
FEDEX CORP
US:FDX
6 916$2.17 M0.07%−792
S&P Global Inc
US:SPGI
5 268$2.15 M0.07%+1 001
Element Solutions Inc
US:ESI
44 785$2.14 M0.07%−11
Amphenol Corporation
US:APH
11 931$2.10 M0.07%−2 390
Prologis Inc
US:PLD
15 402$2.09 M0.07%−1 342
ServiceNow Inc
US:NOW
20 959$2.08 M0.07%+2 040
Bank of America Corp
US:BAC
36 380$2.07 M0.07%−2 014
RTX Corporation
US:RTX
10 789$2.05 M0.07%−882
Deere & Company
US:DE
3 210$2.04 M0.07%—
RAMBUS INC
US:RMBS
15 300$2.03 M0.07%—
CrowdStrike Holdings, Inc.
US:CRWD
2 654$2.03 M0.07%−1 288
Intuitive Surgical Inc
US:ISRG
5 067$2.02 M0.07%−301
Republic Services Inc
US:RSG
9 225$1.97 M0.07%−494
UNITED THERAPEUTICS Corp
US:UTHR
3 612$1.96 M0.06%+895
Heico Corporation
US:HEI-A
7 533$1.94 M0.06%−555
MERCK & CO INC
US:MRK
14 833$1.91 M0.06%+590
MEDTRONIC PLC
CUSIP G5960L103
24 191$1.89 M0.06%+7 278
Ametek Inc
US:AME
7 774$1.88 M0.06%+1 155
U.S. Bancorp
US:USB
30 922$1.87 M0.06%−3 720
Emerson Electric Company
US:EMR
12 635$1.81 M0.06%+30
iShares iBonds Dec 2028 Term…
US:IBDT · ETF
70 000$1.77 M0.06%új
VICI Properties Inc
US:VICI
66 305$1.76 M0.06%−600
Ross Stores Inc
US:ROST
8 210$1.75 M0.06%+2 060
MORGAN STANLEY
US:MS
8 343$1.74 M0.06%+380
Chevron Corp
US:CVX
10 455$1.73 M0.06%+270
Everpure, Inc.
US:P
21 879$1.72 M0.06%−1 091
Progressive Corp
US:PGR
7 832$1.71 M0.06%−436
Applied Materials Inc
US:AMAT
2 351$1.70 M0.06%+1 104
Monolithic Power Systems Inc
US:MPWR
1 227$1.70 M0.06%+463
Sempra Energy
US:SRE
17 951$1.66 M0.06%—
Howmet Aerospace Inc
US:HWM
6 105$1.64 M0.05%+51
Corteva, Inc.
US:CTVA
19 020$1.61 M0.05%−2 198
Monster Beverage Corp
US:MNST
16 668$1.60 M0.05%−2 090
Insulet Corporation
US:PODD
10 429$1.59 M0.05%+3 292
Waters Corporation
US:WAT
4 220$1.58 M0.05%új
EATON CORP PLC
CUSIP G29183103
3 662$1.56 M0.05%−2 772
Gilead Sciences Inc
US:GILD
12 078$1.53 M0.05%−3 797
Corning Incorporated
US:GLW
5 875$1.50 M0.05%+75
Badger Meter Inc
US:BMI
10 100$1.50 M0.05%—
Thermo Fisher Scientific Inc
US:TMO
2 957$1.48 M0.05%−2 111
Realty Income Corporation
US:O
23 780$1.47 M0.05%+350
Snowflake Inc.
US:SNOW
5 772$1.47 M0.05%—
MercadoLibre Inc.
US:MELI
851$1.44 M0.05%−144
Vulcan Materials Company
US:VMC
4 889$1.44 M0.05%+50
HCA Healthcare, Inc.
US:HCA
3 666$1.43 M0.05%−712
Tradeweb Markets Inc
US:TW
13 564$1.35 M0.04%−2 771
PulteGroup Inc
US:PHM
9 794$1.34 M0.04%−1 556
Colgate-Palmolive Company
US:CL
14 481$1.33 M0.04%−140
T-Mobile US Inc
US:TMUS
7 847$1.32 M0.04%−230
Verizon Communications Inc
US:VZ
30 989$1.31 M0.04%−1 210
Freeport-McMoran Copper & Go…
US:FCX
20 713$1.30 M0.04%—
Airbnb Inc
US:ABNB
8 268$1.18 M0.04%−960
Sandisk Corp
US:SNDK
520$1.18 M0.04%új
Hilton Worldwide Holdings In…
US:HLT
3 560$1.18 M0.04%+40
Southern Company
US:SO
11 951$1.14 M0.04%—
Walt Disney Co
US:DIS
11 699$1.13 M0.04%−1 570
Comfort Systems USA Inc
US:FIX
555$1.10 M0.04%+18
Union Pacific Corporation
US:UNP
4 000$1.09 M0.04%−445
Cencora, Inc.
US:COR
3 798$1.07 M0.04%+2 446
O’Reilly Automotive Inc
US:ORLY
11 577$1.07 M0.04%−860
Uber Technologies Inc
US:UBER
14 605$1.05 M0.03%+183
McDonald’s Corporation
US:MCD
3 670$992 E0.03%−2 795
ROCKWELL AUTOMATION, INC
US:ROK
1 984$982 E0.03%új
Illumina Inc
US:ILMN
5 464$961 E0.03%+3 530
APTIV PLC
CUSIP G3265R107
15 526$953 E0.03%—
Neurocrine Biosciences Inc
US:NBIX
5 628$949 E0.03%+100
SS&C Technologies Holdings I…
US:SSNC
15 189$942 E0.03%+192
Astera Labs, Inc.
US:ALAB
1 950$942 E0.03%−3 200
Danaher Corporation
US:DHR
4 928$939 E0.03%−3 598
Bristol-Myers Squibb Company
US:BMY
16 049$925 E0.03%+790
Parker-Hannifin Corporation
US:PH
940$919 E0.03%új
ROYAL CARIBBEAN GROUP
CUSIP V7780T103
2 840$902 E0.03%—
KLA Corporation
US:KLAC
2 860$863 E0.03%+2 404
KKR & Co. Inc.
US:KKR
9 358$859 E0.03%−3 980
MongoDB
US:MDB
2 513$844 E0.03%−831
Baker Hughes Co
US:BKR
14 900$827 E0.03%−7 480
West Pharmaceutical Services…
US:WST
2 283$820 E0.03%−890
Constellation Energy Corp
US:CEG
3 283$815 E0.03%+45
ON Semiconductor Corporation
US:ON
8 598$813 E0.03%−4 792
Bloom Energy Corp
US:BE
2 640$799 E0.03%új
Honeywell International Inc
US:HON
3 490$781 E0.03%új
Applovin Corp
US:APP
1 508$777 E0.03%+12
Honeywell Aerospace Inc
US:HONA
3 490$772 E0.03%új
Invitation Homes Inc
US:INVH
25 380$767 E0.03%—
SPOTIFY TECHNOLOGY S A
CUSIP L8681T102
1 661$763 E0.03%−35
INCYTE CORP
US:INCY
6 561$744 E0.02%−3 170
CIENA CORP
US:CIEN
1 512$742 E0.02%+212
Samsara Inc
US:IOT
22 600$733 E0.02%—
Synopsys Inc
US:SNPS
1 633$728 E0.02%−1 320
ConocoPhillips
US:COP
6 985$726 E0.02%+1 140
Rocket Companies Inc
US:RKT
46 000$725 E0.02%új
Sitime Corporation
US:SITM
960$716 E0.02%új
Automatic Data Processing In…
US:ADP
3 183$713 E0.02%+1 834
Zscaler, Inc.
US:ZS
4 934$696 E0.02%—
General Motors Company
US:GM
9 000$694 E0.02%−180
Mettler-Toledo International…
US:MTD
543$694 E0.02%+102
JB Hunt Transport Services I…
US:JBHT
2 374$687 E0.02%−980
DTE Energy Company 2020 Seri…
US:DTE
4 474$682 E0.02%−980
HUNTINGTON BANCSHARES INC
US:HBAN
38 209$677 E0.02%—
Regions Financial Corporatio…
US:RF
21 400$646 E0.02%—
Boston Scientific Corp
US:BSX
14 895$636 E0.02%−17 174
Jacobs Solutions Inc.
US:J
5 000$630 E0.02%−1 490
Schlumberger NV
US:SLB
13 492$627 E0.02%+249
Intuit Inc
US:INTU
2 385$622 E0.02%−201
Newmont Goldcorp Corp
US:NEM
6 464$604 E0.02%−820
Biomarin Pharmaceutical Inc
US:BMRN
10 451$598 E0.02%—
CREDO TECHNOLOGY GROUP HOLDI
CUSIP G25457105
2 130$579 E0.02%−110
JOHNSON CONTROLS INTERNATION
CUSIP G51502105
3 924$573 E0.02%+730
DoorDash, Inc. Class A
US:DASH
3 027$559 E0.02%−189
NVR Inc
US:NVR
80$545 E0.02%+15
Caseys General Stores Inc
US:CASY
680$540 E0.02%új
Lumentum Holdings Inc.
US:LITE
628$539 E0.02%új
Altria Group
US:MO
7 442$535 E0.02%+2 600
DOLLAR TREE, INC.
US:DLTR
4 390$531 E0.02%−3 190
FedEx Freight Holding Compan…
US:FDXF
3 457$522 E0.02%új
PayPal Holdings Inc
US:PYPL
12 051$520 E0.02%−1 180
Salesforce.com Inc
US:CRM
3 221$505 E0.02%−1 872
Public Service Enterprise Gr…
US:PEG
6 208$504 E0.02%—
Tyson Foods Inc
US:TSN
8 301$475 E0.02%−1 660
Fidelity National Informatio…
US:FIS
11 792$458 E0.02%+1 520
CVS Health Corp
US:CVS
3 978$412 E0.01%−1 020
Verisk Analytics Inc
US:VRSK
2 250$404 E0.01%új
Reddit, Inc.
US:RDDT
2 311$401 E0.01%−1 100
Fair Isaac Corporation
US:FICO
334$399 E0.01%új
Entergy Corporation
US:ETR
3 420$393 E0.01%−300
Valero Energy Corporation
US:VLO
1 490$388 E0.01%+430
WEC Energy Group Inc
US:WEC
3 167$370 E0.01%új
MCCORMICK & CO INC
US:MKC
7 260$366 E0.01%+2 790
Constellation Brands Inc Cla…
US:STZ
2 509$349 E0.01%—
Nordson Corporation
US:NDSN
1 138$343 E0.01%új
Teradyne Inc
US:TER
703$340 E0.01%új
Kenvue Inc.
US:KVUE
17 300$331 E0.01%új
Intercontinental Exchange In…
US:ICE
2 680$330 E0.01%új
Deckers Outdoor Corporation
US:DECK
3 290$327 E0.01%új
Sea Ltd
US:SE
3 262$313 E0.01%+20
Dell Technologies Inc.
US:DELL
680$293 E0.01%új
Coinbase Global Inc
US:COIN
1 970$288 E0.01%—
Kimco Realty Corporation
US:KIM
11 350$288 E0.01%−350
Brown & Brown Inc
US:BRO
4 390$282 E0.01%új
Medline Inc. Class A
US:MDLN
7 000$276 E0.01%új
Illinois Tool Works Inc
US:ITW
990$268 E0.01%−300
Atlassian Corp Plc
US:TEAM
3 219$250 E0.01%—
Celsius Holdings Inc
US:CELH
8 463$248 E0.01%—
CF Industries Holdings Inc
US:CF
2 264$245 E0.01%−90
Dupont De Nemours Inc
US:DD
1 789$243 E0.01%új
AT&T Inc.
US:T
11 553$239 E0.01%−2 700
Corebridge Financial, Inc.
US:CRBG
7 833$224 E0.01%−5 700
Lockheed Martin Corporation
US:LMT
439$224 E0.01%−1 216
Cardinal Health Inc
US:CAH
930$221 E0.01%−60
McKesson Corporation
US:MCK
284$215 E0.01%−1 725
SEAGATE TECHNOLOGY HLDNGS PL
CUSIP G7997R103
211$204 E0.01%új
Phillips 66
US:PSX
1 200$203 E0.01%új
Equifax Inc
US:EFX
0 (volt 1 780)——eladva
Halliburton Company
US:HAL
0 (volt 11 500)——eladva
HARTFORD INSURANCE GROUP, IN…
US:HIG
0 (volt 4 236)——eladva
Honeywell International Inc
US:HON
0 (volt 6 988)——eladva
International Business Machi…
US:IBM
0 (volt 2 583)——eladva
KEYCORP
US:KEY
0 (volt 19 381)——eladva
Leidos Holdings Inc
US:LDOS
0 (volt 1 810)——eladva
Masco Corporation
US:MAS
0 (volt 5 640)——eladva
METLIFE INC
US:MET
0 (volt 6 370)——eladva
ABBOTT LABORATORIES
US:ABT
0 (volt 2 146)——eladva
Motorola Solutions Inc
US:MSI
0 (volt 1 561)——eladva
American Tower Corp
US:AMT
0 (volt 2 170)——eladva
PepsiCo Inc
US:PEP
0 (volt 3 648)——eladva
Apollo Global Management LLC…
US:APO
0 (volt 5 210)——eladva
Solventum Corp.
US:SOLV
0 (volt 4 305)——eladva
Blackstone Inc.
US:BX
0 (volt 1 856)——eladva
STRYKER CORP
US:SYK
0 (volt 2 537)——eladva
Cadence Design Systems Inc
US:CDNS
0 (volt 952)——eladva
United Parcel Service Inc
US:UPS
0 (volt 2 340)——eladva
Carlisle Companies Incorpora…
US:CSL
0 (volt 4 914)——eladva
Zoetis Inc
US:ZTS
0 (volt 6 391)——eladva
CoStar Group Inc
US:CSGP
0 (volt 13 720)——eladva
Dover Corporation
US:DOV
0 (volt 1 210)——eladva

Adatbázisunkban szereplő vállalatoknál 1

VállalatRészesedésRészvényekJelentés dátuma
Legal & General Group PLC—294 664 8362026-03-10
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