Titelia

Holdings of Meiji Yasuda Asset Management Co Ltd.

515 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 23.1 % of the equity sleeve

Sector breakdown

  • Technology 20.7 %
  • Financials 9.0 %
  • Health care 8.8 %
  • Industrials 8.6 %
  • Consumer discretionary 7.8 %
  • Communication 7.7 %
  • Consumer staples 7.7 %
  • Utilities 4.1 %
  • Energy 3.0 %
  • Materials 2.7 %
  • Real estate 2.1 %
  • Unattributed 17.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.5 %
  • TW 0.4 %
  • GB 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US5131.9B $99.48 %
2TW17.6M $0.39 %
3GB12.4M $0.12 %

Positions

RankCompanySharesValueWeight
101Prologis Inc 43,8805.8M $
102Wells Fargo & Co 71,7855.7M $
103Emerson Electric Co. 43,0765.6M $
104Micron Technology Inc 16,4505.6M $
105Intuitive Surgical Inc 12,0275.5M $
106ABM Industries Inc 142,4155.5M $
107Quanta Services Inc 9,9195.4M $
108HEICO Corp 25,7475.4M $
109McCormick & Co Inc/MD 106,0225.3M $
110Vertiv Holdings Co 21,2245.3M $
111Cloudflare Inc 25,6855.3M $
112Cencora Inc 16,5295.2M $
113Tradeweb Markets Inc 44,1045.2M $
114Deere & Co 9,1955.2M $
115Toro Co/The 54,9485.1M $
116Hanover Insurance Group Inc/The 29,5985.1M $
117United Therapeutics Corp 8,5565.1M $
118Ryder System Inc 24,1845M $
119RPM International Inc 49,5344.9M $
120Altria Group, Inc. 74,3924.9M $
121Becton Dickinson & Co 30,6864.8M $
122FedEx Corp 13,4594.8M $
123Advanced Energy Industries Inc 14,8534.8M $
124ServiceNow Inc 45,8094.8M $
125JB Hunt Transport Services Inc 22,2224.7M $
126Costco Wholesale Corp 4,7134.7M $
127Waste Management Inc 19,4664.5M $
128Amgen Inc 12,1554.3M $
129Element Solutions Inc 120,5164.1M $
130Zoetis Inc 33,8984M $
131CSX Corp 97,5084M $
132Vertex Pharmaceuticals Inc 8,9404M $
133AptarGroup Inc 31,4524M $
134Boston Scientific Corp 63,1524M $
135Arista Networks Inc 32,1583.9M $
136ConocoPhillips 29,5993.9M $
137HB Fuller Co 63,2483.9M $
138Newmont Corp 35,4623.8M $
139Carlisle Cos Inc 11,3843.8M $
140Bristol-Myers Squibb Co 61,4303.7M $
141Church & Dwight Co Inc 39,8923.7M $
142T-Mobile US Inc 17,6803.7M $
143Everpure Inc 62,8413.7M $
144HCA Healthcare Inc 7,6253.6M $
145Vulcan Materials Co 13,1953.6M $
146Honeywell International Inc 15,8273.6M $
147Danaher Corp 18,8483.6M $
148Ross Stores Inc 16,3263.5M $
149Crowdstrike Holdings Inc 9,0043.5M $
150West Pharmaceutical Services Inc 14,0013.5M $
151DTE Energy Co 23,9363.5M $
152Pfizer Inc 123,6323.5M $
153Dover Corp 16,5923.5M $
154Rambus Inc 39,6613.4M $
155SS&C Technologies Holdings Inc 50,1263.4M $
156Lincoln Electric Holdings Inc 13,3783.3M $
157Nordson Corp 12,3613.3M $
158KLA Corp 2,2153.3M $
159Union Pacific Corp 13,4263.3M $
160Valero Energy Corp 13,1513.2M $
161Edwards Lifesciences Corp 40,4293.2M $
162Insulet Corp 15,3123.2M $
163Assurant Inc 14,6013.2M $
164Sandisk Corp/DE 5,0023.2M $
165VICI Properties Inc 115,6383.2M $
166Nucor Corp 18,6203.1M $
167Western Digital Corp 11,5183.1M $
168Oracle Corp 20,8253.1M $
169MSA Safety Inc 17,9382.9M $
170KKR & Co Inc 31,7782.9M $
171MercadoLibre Inc 1,6822.9M $
172Donaldson Co Inc 34,1512.9M $
173Ameriprise Financial Inc 6,4652.9M $
174Prudential Financial, Inc. 29,2872.9M $
175Albemarle Corp 15,6582.8M $
176Tyson Foods Inc 43,6942.8M $
177Mastercard Inc 5,5892.8M $
178CME Group Inc 9,3942.8M $
179Walt Disney Co/The 28,7582.8M $
180FactSet Research Systems Inc 12,7012.8M $
181Cardinal Health, Inc. 12,9712.7M $
182PulteGroup Inc 23,1002.7M $
183Marathon Petroleum Corp 11,1052.7M $
184Datadog Inc 22,9422.7M $
185Northrop Grumman Corp 3,8962.7M $
186Apollo Global Management Inc 23,8452.7M $
187Fidelity National Information Services Inc 56,3132.6M $
188Mettler-Toledo International Inc 2,0912.6M $
189Jack Henry & Associates Inc 16,4422.6M $
190Texas Pacific Land Corp 5,4302.6M $
191Corning Inc 18,8532.6M $
192Synopsys Inc 6,3742.5M $
193RTX Corp 13,0702.5M $
194Jacobs Solutions Inc 19,8012.5M $
195AppLovin Corp 6,1542.4M $
196Lam Research Corp 11,4462.4M $
197Franklin Electric Co Inc 26,2732.4M $
198Airbnb Inc 19,0542.4M $
199ARM Holdings PLC 15,9032.4M $
200Sherwin-Williams Co/The 7,2902.3M $