Iyo Bank
Latest statistics and disclosures from Iyo Bank's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, GOOGL, AAPL, NVDA, ADBE, and represent 42.88% of Iyo Bank's stock portfolio.
- Added to shares of these 5 stocks: DIS (+$8.0M), AMZN (+$5.5M), CRM, ARM, LLY.
- Started 1 new stock position in ARM.
- Reduced shares in these 2 stocks: VNQ (-$8.9M), ACN.
- Sold out of its position in VNQ.
- Iyo Bank was a net buyer of stock by $6.5M.
- Iyo Bank has $265M in assets under management (AUM), dropping by 7.13%.
- Central Index Key (CIK): 0001890435
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Portfolio Holdings for Iyo Bank
Iyo Bank holds 41 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 15.1 | $40M | 77k | 517.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 11.0 | $29M | 120k | 243.10 |
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| Apple (AAPL) | 7.6 | $20M | 79k | 254.63 |
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| NVIDIA Corporation (NVDA) | 4.7 | $12M | 66k | 186.58 |
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| Adobe Systems Incorporated (ADBE) | 4.6 | $12M | 35k | 352.75 |
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| Walt Disney Company (DIS) | 4.6 | $12M | +197% | 106k | 114.50 |
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| Visa Com Cl A (V) | 4.4 | $12M | 34k | 341.38 |
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| Prologis (PLD) | 4.3 | $11M | 98k | 114.52 |
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| Amazon (AMZN) | 4.0 | $11M | +106% | 48k | 219.57 |
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| Procter & Gamble Company (PG) | 3.0 | $8.1M | 52k | 153.65 |
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| Wal-Mart Stores (WMT) | 3.0 | $7.9M | 77k | 103.06 |
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| Intuit (INTU) | 2.9 | $7.8M | 11k | 682.91 |
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| Autodesk (ADSK) | 2.9 | $7.7M | 24k | 317.67 |
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| Rockwell Automation (ROK) | 2.8 | $7.5M | 21k | 349.53 |
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| Texas Instruments Incorporated (TXN) | 2.2 | $5.9M | 32k | 183.73 |
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| Coca-Cola Company (KO) | 2.2 | $5.7M | 86k | 66.32 |
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| Aptiv Com Shs (APTV) | 2.1 | $5.5M | 64k | 86.22 |
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| Keysight Technologies (KEYS) | 2.0 | $5.4M | 31k | 174.92 |
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| salesforce (CRM) | 2.0 | $5.4M | +56% | 23k | 237.00 |
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| Accenture Plc Ireland Shs Class A (ACN) | 2.0 | $5.3M | -15% | 22k | 246.60 |
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| Sherwin-Williams Company (SHW) | 2.0 | $5.2M | 15k | 346.26 |
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| Deere & Company (DE) | 1.7 | $4.6M | 10k | 457.26 |
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| Servicenow (NOW) | 1.7 | $4.5M | 4.9k | 920.28 |
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| Ecolab (ECL) | 1.4 | $3.8M | 14k | 273.86 |
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| Nextera Energy (NEE) | 1.3 | $3.4M | 45k | 75.49 |
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| Fortinet (FTNT) | 0.8 | $2.1M | 25k | 84.08 |
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| Eli Lilly & Co. (LLY) | 0.7 | $1.9M | +2% | 2.4k | 763.00 |
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| Intuitive Surgical Com New (ISRG) | 0.6 | $1.7M | 3.7k | 447.23 |
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| Ptc (PTC) | 0.6 | $1.5M | 7.4k | 203.02 |
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| Arm Holdings Sponsored Ads (ARM) | 0.3 | $922k | NEW | 6.5k | 141.49 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $437k | 1.5k | 281.86 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $406k | 1.7k | 239.64 |
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| Select Sector Spdr Tr Communication (XLC) | 0.2 | $402k | 3.4k | 118.37 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $392k | 2.5k | 154.23 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $371k | 4.3k | 87.21 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $366k | 6.8k | 53.87 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $343k | 3.8k | 89.62 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $333k | 7.9k | 42.13 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $332k | 3.7k | 89.34 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $327k | 4.2k | 78.37 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $318k | 2.3k | 139.17 |
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Past Filings by Iyo Bank
SEC 13F filings are viewable for Iyo Bank going back to 2021
- Iyo Bank 2025 Q3 filed Nov. 12, 2025
- Iyo Bank 2025 Q2 filed Aug. 12, 2025
- Iyo Bank 2025 Q1 filed May 13, 2025
- Iyo Bank 2024 Q4 filed Feb. 5, 2025
- 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