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
401Expand Energy Corp 2,842312K $
402Performance Food Group Co 3,624310.4K $
403Reinsurance Group of America Inc 1,516309.5K $
404WESCO International Inc 1,122307K $
405Kratos Defense & Security Solutions, Inc. 4,259300.3K $
406Agilent Technologies Inc 2,631299.9K $
407Omega Healthcare Investors Inc 6,819298.8K $
408Penumbra Inc 905297.2K $
409BJ's Wholesale Club Holdings Inc 3,019297.1K $
410Toll Brothers Inc 2,172296.4K $
411PTC Inc 2,077296K $
412Guidewire Software Inc 1,961293.3K $
413Lattice Semiconductor Corp 3,156292.8K $
414TD SYNNEX Corp 1,730291.9K $
415Five Below Inc 1,272290.6K $
416Sterling Infrastructure Inc 709288.8K $
417Hecla Mining Co 15,459288K $
418Antero Resources Corp 6,762287K $
419Regal Rexnord Corp 1,532286.9K $
420Mueller Industries Inc 2,561283.8K $
421Regency Centers Corp 3,720281.5K $
422Gen Digital Inc 14,854279.7K $
423Jabil Inc 1,051279.2K $
424Solstice Advanced Materials Inc 3,662278.9K $
425AECOM 3,285278.6K $
426CACI International Inc 510277.4K $
427Veralto Corp 3,114275.3K $
428Elanco Animal Health Inc 11,463274.3K $
429Pinterest Inc 14,770270.9K $
430MongoDB Inc 1,101269.5K $
431Ensign Group Inc/The 1,331268.2K $
432Avery Dennison Corp 1,552268K $
433Evercore Inc 892266.3K $
434Dominion Energy Inc 4,292265.3K $
435Service Corp International/US 3,212265K $
436Warner Bros Discovery Inc 9,629264.4K $
437Samsara Inc 8,339264.3K $
438AvalonBay Communities, Inc. 1,606262.3K $
439BorgWarner Inc 4,820261.5K $
440American Financial Group Inc/OH 2,047261.4K $
441Waters Corp 876260.9K $
4423M Co 1,791260.1K $
443Stifel Financial Corp 3,518260.1K $
444Westinghouse Air Brake Technologies Corp 1,040259.9K $
445Exelixis Inc 6,041259.1K $
446GoDaddy Inc 3,126258.4K $
447Webster Financial Corp 3,720258.2K $
448Crown Holdings Inc 2,569257.5K $
449Unum Group 3,517256.8K $
450American International Group Inc 3,395255.5K $
451Dynatrace Inc 6,881254.5K $
452Ally Financial Inc 6,476254.1K $
453Lamar Advertising Co 2,004253.8K $
454First Horizon Corp 11,095252.5K $
455Texas Roadhouse Inc 1,526252K $
456Cincinnati Financial Corp 1,596251.1K $
457Coca-Cola Consolidated Inc 1,305250.2K $
458Liberty Media Corp-Liberty Formula One 2,941250K $
459Coinbase Global Inc 1,430249.7K $
460Medpace Holdings Inc 517248.3K $
461Parker-Hannifin Corp 277248K $
462Domino's Pizza Inc 691247.9K $
463Celsius Holdings Inc 6,982247.7K $
464Range Resources Corp 5,466247K $
465F5 Inc 852246.5K $
466Aramark 6,064245.8K $
467Expeditors International of Washington Inc 1,715245.6K $
468Tyler Technologies Inc 714244.5K $
469Ford Motor Co 21,135243.9K $
470Zscaler Inc 1,732243K $
471Truist Financial Corp 5,245241.1K $
472Verisk Analytics Inc 1,268240.6K $
473Carrier Global Corp 4,252239.4K $
474CBRE Group Inc 1,763238.8K $
475Nutanix Inc 6,238237.1K $
476TransDigm Group Inc 204236.4K $
477Onto Innovation Inc 1,145234.8K $
478Dycom Industries Inc 691234.1K $
479TTM Technologies Inc 2,384232.2K $
480Fortive Corp 4,176230.8K $
481SPX Technologies Inc 1,150229.9K $
482Crown Castle Inc 2,818229.1K $
483OGE Energy Corp 4,740227.3K $
484EastGroup Properties Inc 1,228227.3K $
485Advanced Drainage Systems Inc 1,653226.7K $
486TopBuild Corp 644226.2K $
487Darling Ingredients Inc 3,649225.7K $
488Applied Industrial Technologies Inc 850225.5K $
489HF Sinclair Corp 3,607225K $
490Encompass Health Corp 2,321224.5K $
491Globus Medical Inc 2,570221.4K $
492GameStop Corp 9,509219.1K $
493Docusign Inc 4,620219K $
494Booz Allen Hamilton Holding Corp 2,782217.1K $
495Saia Inc 615216K $
496Core & Main Inc 4,371215.9K $
497Knight-Swift Transportation Holdings Inc 3,745215.6K $
498Flowserve Corp 2,931215.5K $
499Oshkosh Corp 1,459214.8K $
500Wintrust Financial Corp 1,545214.7K $