Portfolio (Quarterly) Guide ↗

Meiji Yasuda America Inc

· CIK 0002072353

13F Portfolio $404M AUM 57 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 7 Added 48 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DAL	DELTA AIR LINES INC DEL	Industrials	58,657	$4.1M	0.94%	SOLD

Sector Allocation

Technology 35.6%

Financial Services 14.1%

Consumer Cyclical 11.2%

Healthcare 8.9%

Industrials 7.8%

Consumer Defensive 5.7%

Communication Services 4.5%

Energy 4.3%

Utilities 3.5%

Real Estate 2.4%