Iyo Bank
Latest statistics and disclosures from Iyo Bank's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, GOOGL, ADBE, AAPL, and represent 40.01% of Iyo Bank's stock portfolio.
- Added to shares of these 5 stocks: DE, V, TMO, UNH, LLY.
- Reduced shares in these 2 stocks: NVDA (-$11M), INTC.
- Sold out of its position in INTC.
- Iyo Bank was a net seller of stock by $-6.9M.
- Iyo Bank has $282M in assets under management (AUM), dropping by -0.01%.
- Central Index Key (CIK): 0001890435
Tip: Access up to 7 years of quarterly data
Positions held by Iyo Bank consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Iyo Bank
Iyo Bank holds 35 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 11.4 | $32M | -25% | 265k | 121.44 |
|
| Microsoft Corporation (MSFT) | 10.1 | $28M | 66k | 430.30 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 7.0 | $20M | 120k | 165.85 |
|
|
| Adobe Systems Incorporated (ADBE) | 5.9 | $17M | 32k | 517.78 |
|
|
| Apple (AAPL) | 5.5 | $16M | 67k | 233.00 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 5.2 | $15M | 87k | 167.19 |
|
|
| UnitedHealth (UNH) | 4.7 | $13M | +4% | 22k | 584.69 |
|
| Amazon (AMZN) | 4.6 | $13M | 70k | 186.33 |
|
|
| Prologis (PLD) | 4.4 | $12M | 98k | 126.28 |
|
|
| salesforce (CRM) | 4.2 | $12M | 44k | 273.71 |
|
|
| Wal-Mart Stores (WMT) | 3.7 | $10M | 128k | 80.75 |
|
|
| Walt Disney Company (DIS) | 3.6 | $10M | 107k | 96.19 |
|
|
| Visa Com Cl A (V) | 3.1 | $8.8M | +16% | 32k | 274.96 |
|
| Thermo Fisher Scientific (TMO) | 2.4 | $6.7M | +20% | 11k | 618.57 |
|
| Coca-Cola Company (KO) | 2.2 | $6.2M | 86k | 71.86 |
|
|
| Autodesk (ADSK) | 2.0 | $5.7M | 21k | 275.48 |
|
|
| Accenture Shs Class A (ACN) | 1.9 | $5.3M | 15k | 353.46 |
|
|
| Intuit (INTU) | 1.8 | $5.1M | 8.2k | 621.04 |
|
|
| Procter & Gamble Company (PG) | 1.7 | $4.9M | 28k | 173.21 |
|
|
| Sherwin-Williams Company (SHW) | 1.7 | $4.7M | 12k | 381.66 |
|
|
| Servicenow (NOW) | 1.6 | $4.4M | 4.9k | 894.39 |
|
|
| Nike CL B (NKE) | 1.5 | $4.3M | 49k | 88.40 |
|
|
| Deere & Company (DE) | 1.3 | $3.8M | +76% | 9.0k | 417.37 |
|
| Ecolab (ECL) | 1.3 | $3.6M | 14k | 255.34 |
|
|
| Delphi Automotive Inc international (APTV) | 1.2 | $3.3M | 47k | 72.01 |
|
|
| Rockwell Automation (ROK) | 1.0 | $3.0M | 11k | 268.48 |
|
|
| Keysight Technologies (KEYS) | 0.9 | $2.5M | 16k | 158.90 |
|
|
| Texas Instruments Incorporated (TXN) | 0.9 | $2.5M | 12k | 206.59 |
|
|
| Fortinet (FTNT) | 0.7 | $1.9M | 25k | 77.56 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.6 | $1.8M | 3.7k | 491.40 |
|
|
| Nextera Energy (NEE) | 0.5 | $1.5M | 18k | 84.51 |
|
|
| Ptc (PTC) | 0.4 | $1.2M | 6.5k | 180.63 |
|
|
| Illumina (ILMN) | 0.3 | $717k | 5.5k | 130.36 |
|
|
| Tesla Motors (TSLA) | 0.3 | $712k | 2.7k | 261.76 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $643k | +81% | 726.00 | 885.67 |
|
Past Filings by Iyo Bank
SEC 13F filings are viewable for Iyo Bank going back to 2021
- Iyo Bank 2024 Q3 filed Nov. 5, 2024
- Iyo Bank 2024 Q2 filed Aug. 1, 2024
- Iyo Bank 2024 Q1 filed April 19, 2024
- Iyo Bank 2023 Q4 filed Feb. 6, 2024
- Iyo Bank 2023 Q3 filed Oct. 19, 2023
- Iyo Bank 2023 Q2 filed July 28, 2023
- Iyo Bank 2023 Q1 filed April 25, 2023
- Iyo Bank 2022 Q4 filed Jan. 27, 2023
- Iyo Bank 2022 Q3 filed Nov. 9, 2022
- Iyo Bank 2022 Q2 filed Aug. 4, 2022
- Iyo Bank 2022 Q1 filed May 11, 2022
- Iyo Bank 2021 Q4 filed Jan. 25, 2022