Meiji Yasuda Life Insurance Co

CIK 0001144492 • 6 13F filings • May 16, 2025 – Aug 13, 2026

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Filer information

Filed by: Meiji Yasuda Life Insurance Co, Group Manager
Address: 2-1-1, MARUNOUCHI,CHIYODA-KU, TOKYO, M0, 100-0005
Phone: 81-3-3283-1151
AUM: $3.45B

AUM over time

$3.01B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $3.45B221 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$3.2M	0.1%Prev: 0.1%	25,240 SH	Decreased+806 SH
ABBVIE INC	COM	$5.1M	0.1%Prev: 0.2%	22,266 SH	Decreased-506 SH
ADOBE INC	COM	$652K	0.0%Prev: 0.0%	1,864 SH	Decreased-864 SH
ADVANCED MICRO DEVICES INC	COM	$2.6M	0.1%Prev: 0.1%	12,285 SH	Increased-217 SH
AIRBNB INC	COM CL A	$387K	0.0%Prev: 0.0%	2,848 SH	Decreased-620 SH
ALPHABET INC CAP STK	CL A	$28.9M	0.8%Prev: 0.7%	92,183 SH	Increased-814 SH
ALPHABET INC CAP STK	CL C	$3.4M	0.1%Prev: 0.1%	10,714 SH	Increased-210 SH
ALTRIA GROUP INC	COM	$380K	0.0%Prev: 0.0%	6,592 SH	Decreased-70 SH
AMAZON COM INC	COM	$20.7M	0.6%Prev: 0.6%	89,570 SH	Increased-1,073 SH
AMEREN CORP	COM	$307K	0.0%	3,070 SH	New
AMERICAN EXPRESS CO	COM	$3.4M	0.1%Prev: 0.1%	9,109 SH	Increased-65 SH
AMERICAN INTL GROUP INC	COM NEW	$372K	0.0%	4,354 SH	New
AMERICAN TOWER CORP NEW	COM	$307K	0.0%	1,750 SH	New
AMERICAN WTR WKS CO INC NEW	COM	$891K	0.0%Prev: 0.0%	6,825 SH	Decreased
AMETEK INC	COM	$1.4M	0.0%Prev: 0.0%	6,619 SH	Increased-91 SH
AMPHENOL CORP NEW	CL A	$2.0M	0.1%Prev: 0.1%	14,861 SH	Decreased-2,184 SH
APOLLO GLOBAL MGMT INC	COM	$347K	0.0%	2,400 SH	New
APPLE INC	COM	$36.8M	1.1%Prev: 1.0%	135,211 SH	Increased-3,105 SH
APPLOVIN CORP	COM CL A	$1.0M	0.0%Prev: 0.0%	1,496 SH	Decreased-248 SH
APTIV PLC	COM SHS	$1.7M	0.0%Prev: 0.1%	22,334 SH	Decreased-167 SH
ARISTA NETWORKS INC	COM SHS	$2.8M	0.1%Prev: 0.1%	21,418 SH	Decreased-983 SH
ARM HOLDINGS PLC	SPONSORED ADS	$839K	0.0%Prev: 0.0%	7,679 SH	Decreased
ASTERA LABS INC	COM	$506K	0.0%	3,040 SH	New
ATLASSIAN CORPORATION	CL A	$522K	0.0%Prev: 0.0%	3,219 SH	Decreased-81 SH
BADGER METER INC	COM	$1.3M	0.0%Prev: 0.0%	7,700 SH	Increased+4,000 SH
BANK AMERICA CORP	COM	$2.1M	0.1%Prev: 0.1%	38,394 SH	Increased-1,266 SH
BECTON DICKINSON & CO	COM	$661K	0.0%Prev: 0.0%	3,407 SH	Increased+470 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.5M	0.1%Prev: 0.1%	8,946 SH	Increased+195 SH
BIOMARIN PHARMACEUTICAL INC	COM	$621K	0.0%Prev: 0.0%	10,451 SH	Increased
BLACKROCK INC	COM	$3.2M	0.1%Prev: 0.1%	3,012 SH	Decreased-24 SH
BOOKING HOLDINGS INC	COM	$3.4M	0.1%Prev: 0.1%	644 SH	Decreased-8 SH
BOSTON SCIENTIFIC CORP	COM	$3.1M	0.1%Prev: 0.1%	32,069 SH	Decreased-395 SH
BRISTOL-MYERS SQUIBB CO	COM	$533K	0.0%Prev: 0.0%	9,879 SH	Increased+3,640 SH
BROADCOM INC	COM	$14.5M	0.4%Prev: 0.4%	41,849 SH	Increased+1,213 SH
C H ROBINSON WORLDWIDE INC	COM NEW	$1.5M	0.0%	9,314 SH	New
CAPITAL ONE FINL CORP	COM	$2.4M	0.1%Prev: 0.0%	9,852 SH	Increased+4,680 SH
CARLISLE COS INC	COM	$1.1M	0.0%Prev: 0.0%	3,542 SH	Increased+1,880 SH
CARRIER GLOBAL CORPORATION	COM	$1.0M	0.0%Prev: 0.0%	19,593 SH	Decreased-8,862 SH
CATERPILLAR INC	COM	$727K	0.0%	1,269 SH	New
CELSIUS HLDGS INC	COM NEW	$387K	0.0%Prev: 0.0%	8,463 SH	Decreased-49 SH
CENCORA INC	COM	$457K	0.0%Prev: 0.0%	1,352 SH	Decreased-161 SH
CF INDS HLDGS INC	COM	$340K	0.0%Prev: 0.0%	4,394 SH	Decreased
CHEVRON CORP NEW	COM	$1.6M	0.0%Prev: 0.0%	10,500 SH	Decreased-100 SH
CINCINNATI FINL CORP	COM	$418K	0.0%Prev: 0.0%	2,560 SH	Increased-70 SH
CISCO SYS INC	COM	$337K	0.0%Prev: 0.0%	4,370 SH	Increased-280 SH
CITIGROUP INC	COM NEW	$4.3M	0.1%Prev: 0.1%	36,791 SH	Increased-1,832 SH
COCA COLA CO	COM	$2.9M	0.1%Prev: 0.1%	41,684 SH	Decreased-3,208 SH
COINBASE GLOBAL INC	COM CL A	$445K	0.0%Prev: 0.0%	1,970 SH	Decreased
COLGATE PALMOLIVE CO	COM	$1.2M	0.0%Prev: 0.0%	14,717 SH	Decreased-6,440 SH
CONOCOPHILLIPS	COM	$547K	0.0%Prev: 0.0%	5,845 SH	Decreased-562 SH
CONSTELLATION BRANDS INC	CL A	$346K	0.0%Prev: 0.0%	2,509 SH	Increased
CONSTELLATION ENERGY CORP	COM	$1.5M	0.0%Prev: 0.1%	4,182 SH	Decreased-1,449 SH
COREBRIDGE FINL INC	COM	$203K	0.0%	6,733 SH	New
CORTEVA INC	COM	$1.5M	0.0%Prev: 0.1%	22,695 SH	Decreased-3,730 SH
COSTCO WHSL CORP NEW	COM	$4.2M	0.1%Prev: 0.1%	4,868 SH	Increased+433 SH
CROWDSTRIKE HLDGS INC	CL A	$1.8M	0.1%Prev: 0.1%	3,894 SH	Decreased-72 SH
CROWN CASTLE INC	COM	$444K	0.0%Prev: 0.0%	5,000 SH	Decreased
CUMMINS INC	COM	$2.6M	0.1%	5,182 SH	New
DANAHER CORPORATION	COM	$2.0M	0.1%Prev: 0.0%	8,526 SH	Increased-75 SH
DATADOG INC	CL A COM	$1.1M	0.0%Prev: 0.0%	8,281 SH	Decreased-85 SH
DEERE & CO	COM	$768K	0.0%	1,650 SH	New
DEVON ENERGY CORP NEW	COM	$577K	0.0%Prev: 0.0%	15,746 SH	Increased+8,200 SH
DISNEY WALT CO	COM	$1.7M	0.1%Prev: 0.0%	15,179 SH	Increased+814 SH
DOLLAR TREE INC	COM	$492K	0.0%Prev: 0.0%	4,000 SH	Increased+1,304 SH
DOORDASH INC	CL A	$728K	0.0%Prev: 0.0%	3,216 SH	Decreased-253 SH
DOVER CORP	COM	$406K	0.0%	2,080 SH	New
DTE ENERGY CO	COM	$684K	0.0%Prev: 0.0%	5,304 SH	Decreased-210 SH
EATON CORP PLC	SHS	$2.8M	0.1%Prev: 0.1%	8,764 SH	Decreased-545 SH
ECOLAB INC	COM	$1.9M	0.1%Prev: 0.1%	7,415 SH	Decreased+248 SH
EDWARDS LIFESCIENCES CORP	COM	$631K	0.0%	7,400 SH	New
ELEMENT SOLUTIONS INC	COM	$670K	0.0%Prev: 0.0%	26,796 SH	Decreased
ELI LILLY & CO	COM	$7.8M	0.2%Prev: 0.2%	7,244 SH	Increased-31 SH
EMERSON ELEC CO	COM	$1.3M	0.0%Prev: 0.0%	9,945 SH	Decreased-129 SH
EOG RES INC	COM	$2.0M	0.1%Prev: 0.1%	18,946 SH	Decreased-869 SH
EQT CORP	COM	$316K	0.0%Prev: 0.0%	5,893 SH	Decreased-5,020 SH
EQUIFAX INC	COM	$386K	0.0%	1,780 SH	New
EQUITY RESIDENTIAL	SH BEN INT	$610K	0.0%	9,670 SH	New
EXXON MOBIL CORP	COM	$3.2M	0.1%Prev: 0.1%	26,210 SH	Increased-507 SH
FAIR ISAAC CORP	COM	$703K	0.0%Prev: 0.0%	416 SH	Decreased-106 SH
FEDEX CORP	COM	$2.0M	0.1%Prev: 0.1%	6,778 SH	Increased-759 SH
FIDELITY NATL INFORMATION SV	COM	$730K	0.0%Prev: 0.0%	10,982 SH	Increased+5,990 SH
FISERV INC	COM	$525K	0.0%Prev: 0.1%	7,812 SH	Decreased-6,581 SH
FORTINET INC	COM	$300K	0.0%	3,780 SH	New
FREEPORT-MCMORAN INC	CL B	$985K	0.0%Prev: 0.0%	19,403 SH	Increased
GALLAGHER ARTHUR J & CO	COM	$2.1M	0.1%Prev: 0.1%	8,183 SH	Increased+1,469 SH
GE AEROSPACE	COM NEW	$4.2M	0.1%Prev: 0.1%	13,541 SH	Decreased-1,141 SH
GE VERNOVA INC	COM	$2.2M	0.1%Prev: 0.1%	3,346 SH	Increased+5 SH
GENERAL MTRS CO	COM	$601K	0.0%	7,390 SH	New
GILEAD SCIENCES INC	COM	$1.6M	0.0%Prev: 0.0%	13,305 SH	Increased+7,770 SH
GOLDMAN SACHS GROUP INC	COM	$3.2M	0.1%Prev: 0.1%	3,664 SH	Increased-34 SH
HARTFORD INSURANCE GROUP INC	COM	$691K	0.0%Prev: 0.0%	5,015 SH	Increased
HCA HEALTHCARE INC	COM	$2.1M	0.1%Prev: 0.1%	4,586 SH	Decreased-991 SH
HEICO CORP NEW	CL A	$2.0M	0.1%Prev: 0.1%	8,088 SH	Decreased-100 SH
HILTON WORLDWIDE HLDGS INC	COM	$529K	0.0%	1,840 SH	New
HOME DEPOT INC	COM	$3.6M	0.1%Prev: 0.1%	10,583 SH	Decreased-297 SH
HONEYWELL INTL INC	COM	$1.6M	0.0%Prev: 0.0%	8,138 SH	Increased+3,269 SH
HOWMET AEROSPACE INC	COM	$1.8M	0.1%Prev: 0.1%	8,935 SH	Decreased-453 SH
HUNT J B TRANS SVCS INC	COM	$850K	0.0%Prev: 0.0%	4,374 SH	Increased+1,230 SH
HUNTINGTON BANCSHARES INC	COM	$663K	0.0%Prev: 0.0%	38,209 SH	Increased
ILLUMINA INC	COM	$254K	0.0%	1,934 SH	New
INCYTE CORP	COM	$1.1M	0.0%Prev: 0.0%	10,701 SH	Decreased-3,540 SH
INSULET CORP	COM	$2.0M	0.1%Prev: 0.1%	7,137 SH	Decreased-55 SH
INTERCONTINENTAL EXCHANGE IN	COM	$787K	0.0%Prev: 0.0%	4,857 SH	Decreased-2,282 SH
INTUIT	COM	$1.9M	0.1%Prev: 0.1%	2,896 SH	Decreased-23 SH
INTUITIVE SURGICAL INC	COM NEW	$3.0M	0.1%Prev: 0.1%	5,368 SH	Increased+64 SH
INVITATION HOMES INC	COM	$705K	0.0%Prev: 0.0%	25,380 SH	Decreased
ISHARES TR	CORE HIGH DV ETF	$20.2M	0.6%Prev: 0.6%	166,097 SH	Decreased
ISHARES TR	IBONDS 27 ETF	$13.8M	0.4%Prev: 0.3%	568,000 SH	Increased+203,000 SH
ISHARES TR	IBONDS DEC 29	$22.0M	0.6%Prev: 0.5%	938,000 SH	Increased+250,000 SH
ISHARES TR	IBOXX INV CP ETF	$2.11B	61.1%Prev: 61.3%	19,120,368 SH	Decreased
JABIL INC	COM	$631K	0.0%Prev: 0.0%	2,768 SH	Decreased-570 SH
JACOBS SOLUTIONS INC	COM	$825K	0.0%Prev: 0.0%	6,230 SH	Decreased
JOHNSON & JOHNSON	COM	$5.5M	0.2%Prev: 0.1%	26,477 SH	Increased-1,214 SH
JOHNSON CTLS INTL PLC	SHS	$664K	0.0%Prev: 0.0%	5,544 SH	Increased+800 SH
JPMORGAN CHASE & CO.	COM	$9.8M	0.3%Prev: 0.3%	30,358 SH	Increased-468 SH
KEYCORP	COM	$487K	0.0%Prev: 0.0%	23,581 SH	Increased+4,600 SH
KEYSIGHT TECHNOLOGIES INC	COM	$1.3M	0.0%Prev: 0.0%	6,238 SH	Increased-73 SH
KIMCO RLTY CORP	COM	$237K	0.0%	11,700 SH	New
KKR & CO INC	COM	$1.0M	0.0%Prev: 0.0%	7,878 SH	Decreased-89 SH
KLA CORP	COM NEW	$389K	0.0%Prev: 0.0%	320 SH	Decreased-639 SH
LAM RESEARCH CORP	COM NEW	$2.5M	0.1%Prev: 0.1%	14,820 SH	Increased-2,828 SH
LEIDOS HOLDINGS INC	COM	$408K	0.0%	2,260 SH	New
LINDE PLC	SHS	$3.7M	0.1%Prev: 0.1%	8,753 SH	Decreased+473 SH
LOCKHEED MARTIN CORP	COM	$615K	0.0%	1,271 SH	New
MARATHON PETE CORP	COM	$1.7M	0.0%Prev: 0.0%	10,183 SH	Increased+2,610 SH
MARSH & MCLENNAN COS INC	COM	$553K	0.0%Prev: 0.0%	2,979 SH	Increased+340 SH
MARVELL TECHNOLOGY INC	COM	$958K	0.0%Prev: 0.0%	11,274 SH	Increased
MASTERCARD INCORPORATED	CL A	$3.0M	0.1%Prev: 0.1%	5,233 SH	Decreased-202 SH
MCDONALDS CORP	COM	$1.7M	0.0%Prev: 0.1%	5,553 SH	Decreased-1,336 SH
MCKESSON CORP	COM	$2.2M	0.1%Prev: 0.1%	2,722 SH	Increased+348 SH
MERCADOLIBRE INC	COM	$1.9M	0.1%Prev: 0.1%	965 SH	Decreased-69 SH
MERCK & CO INC	COM	$889K	0.0%Prev: 0.0%	8,443 SH	Increased+700 SH
META PLATFORMS INC	CL A	$14.2M	0.4%Prev: 0.5%	21,479 SH	Decreased-373 SH
METTLER TOLEDO INTERNATIONAL	COM	$507K	0.0%Prev: 0.0%	364 SH	Decreased-103 SH
MICRON TECHNOLOGY INC	COM	$4.0M	0.1%Prev: 0.1%	13,922 SH	Increased+1,516 SH
MICROSOFT CORP	COM	$32.2M	0.9%Prev: 1.0%	66,624 SH	Decreased-1,521 SH
MONGODB INC	CL A	$1.4M	0.0%Prev: 0.0%	3,344 SH	Increased
MONOLITHIC PWR SYS INC	COM	$1.1M	0.0%Prev: 0.0%	1,195 SH	Decreased-466 SH
MONSTER BEVERAGE CORP NEW	COM	$895K	0.0%Prev: 0.0%	11,678 SH	Increased+1,189 SH
MORGAN STANLEY	COM NEW	$1.4M	0.0%Prev: 0.0%	7,963 SH	Increased-680 SH
MOTOROLA SOLUTIONS INC	COM NEW	$1.6M	0.0%Prev: 0.1%	4,081 SH	Decreased+139 SH
NETFLIX INC	COM	$3.9M	0.1%Prev: 0.1%	41,912 SH	Decreased+37,693 SH
NEUROCRINE BIOSCIENCES INC	COM	$784K	0.0%Prev: 0.0%	5,528 SH	Decreased-78 SH
NEWMONT CORP	COM	$1.0M	0.0%Prev: 0.0%	10,074 SH	Decreased-2,780 SH
NEXTERA ENERGY INC	COM	$2.7M	0.1%Prev: 0.1%	33,467 SH	Decreased-9,271 SH
NVIDIA CORPORATION	COM	$43.5M	1.3%Prev: 1.3%	233,378 SH	Decreased-6,520 SH
NVR INC	COM	$474K	0.0%Prev: 0.0%	65 SH	Decreased-2 SH
ON SEMICONDUCTOR CORP	COM	$725K	0.0%Prev: 0.0%	13,390 SH	Increased+15 SH
ORACLE CORP	COM	$3.6M	0.1%Prev: 0.2%	18,515 SH	Decreased-793 SH
OREILLY AUTOMOTIVE INC	COM	$1.8M	0.1%Prev: 0.1%	19,297 SH	Decreased-321 SH
PALANTIR TECHNOLOGIES INC	CL A	$4.1M	0.1%Prev: 0.1%	23,210 SH	Decreased-313 SH
PALO ALTO NETWORKS INC	COM	$2.2M	0.1%Prev: 0.1%	12,138 SH	Decreased-168 SH
PAYPAL HLDGS INC	COM	$654K	0.0%Prev: 0.0%	11,211 SH	Decreased-12,663 SH
PEPSICO INC	COM	$2.2M	0.1%Prev: 0.0%	15,152 SH	Increased+4,696 SH
PHILIP MORRIS INTL INC	COM	$3.0M	0.1%Prev: 0.1%	18,946 SH	Decreased-748 SH
PINTEREST INC	CL A	$697K	0.0%Prev: 0.0%	26,904 SH	Decreased
PNC FINL SVCS GROUP INC	COM	$374K	0.0%	1,790 SH	New
PROCTER AND GAMBLE CO	COM	$3.9M	0.1%Prev: 0.1%	27,467 SH	Increased+2,269 SH
PROGRESSIVE CORP	COM	$1.9M	0.1%Prev: 0.1%	8,268 SH	Decreased-407 SH
PROLOGIS INC.	COM	$2.1M	0.1%Prev: 0.1%	16,744 SH	Increased-211 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$499K	0.0%Prev: 0.0%	6,208 SH	Decreased
PULTE GROUP INC	COM	$1.3M	0.0%Prev: 0.0%	11,350 SH	Decreased-96 SH
PURE STORAGE INC	CL A	$838K	0.0%	12,500 SH	New
QUANTA SVCS INC	COM	$2.4M	0.1%Prev: 0.1%	5,800 SH	Decreased-949 SH
REALTY INCOME CORP	COM	$945K	0.0%Prev: 0.0%	16,760 SH	Decreased-3,971 SH
REDDIT INC	CL A	$648K	0.0%Prev: 0.0%	2,821 SH	Decreased-120 SH
REPUBLIC SVCS INC	COM	$2.1M	0.1%Prev: 0.1%	9,719 SH	Decreased-113 SH
ROPER TECHNOLOGIES INC	COM	$1.1M	0.0%Prev: 0.0%	2,559 SH	Increased+284 SH
ROSS STORES INC	COM	$304K	0.0%	1,690 SH	New
ROYAL CARIBBEAN GROUP	COM	$835K	0.0%Prev: 0.0%	2,994 SH	Decreased-230 SH
RTX CORPORATION	COM	$2.3M	0.1%Prev: 0.0%	12,741 SH	Increased+4,720 SH
S&P GLOBAL INC	COM	$3.2M	0.1%Prev: 0.1%	6,201 SH	Increased+151 SH
SALESFORCE INC	COM	$1.0M	0.0%Prev: 0.0%	3,943 SH	Increased-50 SH
SAMSARA INC	COM CL A	$523K	0.0%Prev: 0.0%	14,741 SH	Decreased
SCHWAB CHARLES CORP	COM	$2.9M	0.1%Prev: 0.1%	28,730 SH	Increased+3,709 SH
SEA LTD	SPONSORD ADS	$458K	0.0%Prev: 0.0%	3,587 SH	Decreased-318 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$15.2M	0.4%	127,367 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$36.5M	1.1%	253,797 SH	New
SELECT SECTOR SPDR TR STATE STREET	COM	$22.8M	0.7%	193,661 SH	New
SEMPRA	COM	$1.6M	0.0%Prev: 0.0%	17,951 SH	Decreased-141 SH
SERVICENOW INC	COM	$3.6M	0.1%Prev: 0.1%	23,375 SH	Decreased+18,988 SH
SLB LIMITED	COM STK	$1.3M	0.0%	32,643 SH	New
SNOWFLAKE INC	COM SHS	$1.4M	0.0%Prev: 0.0%	6,161 SH	Decreased-56 SH
SOLVENTUM CORP	COM SHS	$563K	0.0%Prev: 0.0%	7,105 SH	Decreased-1,450 SH
SOUTHERN CO	COM	$1.0M	0.0%Prev: 0.0%	11,951 SH	Decreased+9 SH
SPDR SERIES TRUST	STATE STREET SPD	$458.1M	13.3%	10,592,146 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$927K	0.0%Prev: 0.0%	1,597 SH	Decreased+261 SH
SS&C TECHNOLOGIES HLDGS INC	COM	$1.3M	0.0%Prev: 0.0%	14,997 SH	Decreased-203 SH
STRYKER CORPORATION	COM	$1.1M	0.0%Prev: 0.1%	3,257 SH	Decreased-2,174 SH
SYNOPSYS INC	COM	$2.1M	0.1%Prev: 0.1%	4,443 SH	Decreased-26 SH
T-MOBILE US INC	COM	$1.6M	0.0%Prev: 0.1%	7,984 SH	Decreased-110 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$2.2M	0.1%Prev: 0.1%	7,319 SH	Decreased-1,987 SH
TESLA INC	COM	$9.9M	0.3%Prev: 0.3%	21,942 SH	Decreased-476 SH
THE TRADE DESK INC	COM CL A	$208K	0.0%Prev: 0.0%	5,472 SH	Decreased
THERMO FISHER SCIENTIFIC INC	COM	$2.9M	0.1%Prev: 0.1%	5,068 SH	Increased+54 SH
TJX COS INC NEW	COM	$4.0M	0.1%Prev: 0.1%	26,205 SH	Increased-131 SH
TRADEWEB MKTS INC	CL A	$2.0M	0.1%Prev: 0.0%	18,675 SH	Increased+3,491 SH
TYSON FOODS INC	CL A	$579K	0.0%Prev: 0.0%	9,881 SH	Decreased-1,440 SH
UBER TECHNOLOGIES INC	COM	$1.6M	0.0%Prev: 0.1%	19,172 SH	Decreased-7,689 SH
UNION PAC CORP	COM	$1.0M	0.0%Prev: 0.1%	4,445 SH	Decreased-3,815 SH
UNITED PARCEL SERVICE INC	CL B	$290K	0.0%	2,920 SH	New
UNITED THERAPEUTICS CORP DEL	COM	$739K	0.0%	1,517 SH	New
UNITEDHEALTH GROUP INC	COM	$2.0M	0.1%Prev: 0.1%	6,113 SH	Decreased-287 SH
US BANCORP DEL	COM NEW	$2.0M	0.1%Prev: 0.1%	37,962 SH	Increased-220 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$214.9M	6.2%Prev: 6.3%	2,833,000 SH	Decreased
VERALTO CORP	COM SHS	$659K	0.0%Prev: 0.0%	6,600 SH	Decreased
VERIZON COMMUNICATIONS INC	COM	$1.3M	0.0%Prev: 0.0%	32,199 SH	Decreased+21 SH
VERTEX PHARMACEUTICALS INC	COM	$2.3M	0.1%Prev: 0.1%	5,005 SH	Increased-33 SH
VERTIV HOLDINGS CO	COM CL A	$2.1M	0.1%Prev: 0.1%	13,155 SH	Decreased-2,784 SH
VICI PPTYS INC	COM	$1.9M	0.1%Prev: 0.1%	67,005 SH	Increased+10,610 SH
VISA INC	COM CL A	$7.1M	0.2%Prev: 0.2%	20,366 SH	Increased-501 SH
VULCAN MATLS CO	COM	$2.0M	0.1%Prev: 0.1%	6,999 SH	Decreased-59 SH
WALMART INC	COM	$6.7M	0.2%Prev: 0.2%	59,947 SH	Increased-4,289 SH
WELLS FARGO CO NEW	COM	$3.8M	0.1%Prev: 0.1%	41,083 SH	Decreased-5,286 SH
WELLTOWER INC	COM	$2.8M	0.1%Prev: 0.1%	15,110 SH	Decreased-2,846 SH
WEST PHARMACEUTICAL SVSC INC	COM	$468K	0.0%Prev: 0.0%	1,701 SH	Decreased-252 SH
WESTERN DIGITAL CORP	COM	$443K	0.0%	2,570 SH	New
WILLIAMS COS INC	COM	$1.9M	0.1%Prev: 0.1%	31,464 SH	Decreased-401 SH
WW GRAINGER INC	COM	$1.3M	0.0%	1,257 SH	New
ZOETIS INC	CL A	$1.3M	0.0%Prev: 0.0%	10,407 SH	Decreased-1,230 SH
ZSCALER INC	COM	$1.1M	0.0%Prev: 0.0%	4,934 SH	Decreased-72 SH

Sold (vs prior filing)

AECOM — $325K
ANNALY CAPITAL MANAGEMENT IN — $217K
AUTOMATIC DATA PROCESSING IN — $580K
BRIGHT HORIZONS FAM SOL IN D — $535K
BROADRIDGE FINL SOLUTIONS IN — $234K
CBRE GROUP INC — $362K
CENTENE CORP DEL — $230K
CHIPOTLE MEXICAN GRILL INC — $350K
EXACT SCIENCES CORP — $367K
EXPAND ENERGY CORPORATION — $649K
GARMIN LTD — $685K
GENERAL DYNAMICS CORP — $584K
GRAINGER W W INC — $1.2M
HEALTHPEAK PROPERTIES INC — $859K
IDEXX LABS INC — $261K
INTERNATIONAL BUSINESS MACHS — $245K
L3HARRIS TECHNOLOGIES INC — $438K
NASDAQ INC — $460K
PACKAGING CORP AMER — $361K
PARKER-HANNIFIN CORP — $220K
… and 16 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 11, 2026	Q4 2025	13F-HR	0001193125-26-046765	$3.45B	View
Nov 13, 2025	Q3 2025	13F-HR	0001193125-25-278358	$3.48B	View
Aug 13, 2026	Q2 2026