Iyo Bank

Latest statistics and disclosures from Iyo Bank's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are GOOGL, MSFT, AAPL, PLD, NVDA, and represent 38.67% of Iyo Bank's stock portfolio.
  • Added to shares of these 10 stocks: GOOG (+$11M), TMO (+$7.9M), UNH (+$7.6M), NOW, CRM, INTU, ACN, XLU, XLK, XLV.
  • Started 4 new stock positions in TMO, GOOG, UNH, TSLA.
  • Reduced shares in these 8 stocks: , XLC, , , , XLRE, , .
  • Sold out of its positions in XLB, XLP, XLY, XLE, XLF, XLI, XLC, XLRE.
  • Iyo Bank was a net buyer of stock by $41M.
  • Iyo Bank has $313M in assets under management (AUM), dropping by 18.16%.
  • Central Index Key (CIK): 0001890435

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Portfolio Holdings for Iyo Bank

Iyo Bank holds 37 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl A (GOOGL) 12.0 $38M 120k 313.00
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Microsoft Corporation (MSFT) 11.9 $37M 77k 483.62
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Apple (AAPL) 6.8 $21M 79k 271.86
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Prologis (PLD) 4.0 $13M 98k 127.66
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NVIDIA Corporation (NVDA) 3.9 $12M 66k 186.50
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Adobe Systems Incorporated (ADBE) 3.9 $12M 35k 349.99
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Walt Disney Company (DIS) 3.8 $12M 106k 113.77
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Visa Com Cl A (V) 3.8 $12M 34k 350.71
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Amazon (AMZN) 3.6 $11M 48k 230.82
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Alphabet Cap Stk Cl C (GOOG) 3.5 $11M NEW 35k 313.80
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Intuit (INTU) 3.4 $11M +41% 16k 662.42
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salesforce (CRM) 3.2 $10M +68% 38k 264.91
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Accenture Plc Ireland Shs Class A (ACN) 2.8 $8.6M +48% 32k 268.30
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Wal-Mart Stores (WMT) 2.7 $8.5M 77k 111.41
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Rockwell Automation (ROK) 2.7 $8.3M 21k 389.07
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Thermo Fisher Scientific (TMO) 2.5 $7.9M NEW 14k 579.45
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UnitedHealth (UNH) 2.4 $7.6M NEW 23k 330.11
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Procter & Gamble Company (PG) 2.4 $7.5M 52k 143.31
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Autodesk (ADSK) 2.3 $7.2M 24k 296.01
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Keysight Technologies (KEYS) 2.0 $6.3M 31k 203.19
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Coca-Cola Company (KO) 1.9 $6.0M 86k 69.91
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Servicenow (NOW) 1.8 $5.7M +651% 37k 153.19
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Texas Instruments Incorporated (TXN) 1.8 $5.6M 32k 173.49
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Sherwin-Williams Company (SHW) 1.6 $4.9M 15k 324.03
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Aptiv Com Shs (APTV) 1.5 $4.8M 64k 76.09
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Deere & Company (DE) 1.5 $4.7M 10k 465.57
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Ecolab (ECL) 1.2 $3.7M 14k 262.52
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Nextera Energy (NEE) 1.1 $3.6M 45k 80.28
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Eli Lilly & Co. (LLY) 0.8 $2.6M 2.4k 1074.68
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Intuitive Surgical Com New (ISRG) 0.7 $2.1M 3.7k 566.36
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Fortinet (FTNT) 0.6 $2.0M 25k 79.41
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Ptc (PTC) 0.4 $1.3M 7.4k 174.21
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $1.0M +184% 6.5k 154.80
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Select Sector Spdr Tr Technology (XLK) 0.3 $1000k +348% 6.9k 143.97
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $977k +438% 23k 42.69
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Arm Holdings Sponsored Ads (ARM) 0.2 $712k 6.5k 109.31
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Tesla Motors (TSLA) 0.2 $516k NEW 1.1k 449.72
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Past Filings by Iyo Bank

SEC 13F filings are viewable for Iyo Bank going back to 2021