Iyo Bank
Latest statistics and disclosures from Iyo Bank's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, GOOGL, AAPL, GOOG, and represent 40.85% of Iyo Bank's stock portfolio.
- Added to shares of these 3 stocks: Aptiv Holdings, INTU, INTC.
- Started 2 new stock positions in INTC, Aptiv Holdings.
- Reduced shares in these 1 stock: APTV.
- Sold out of its position in APTV.
- Iyo Bank was a net buyer of stock by $458k.
- Iyo Bank has $293M in assets under management (AUM), dropping by 3.81%.
- Central Index Key (CIK): 0001890435
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Portfolio Holdings for Iyo Bank
Iyo Bank holds 36 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 12.2 | $36M | 265k | 134.29 |
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| Microsoft Corporation (MSFT) | 9.5 | $28M | 66k | 421.49 |
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| Alphabet Cap Stk Cl A (GOOGL) | 7.7 | $23M | 120k | 189.30 |
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| Apple (AAPL) | 5.7 | $17M | 67k | 250.43 |
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| Alphabet Cap Stk Cl C (GOOG) | 5.7 | $17M | 87k | 190.45 |
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| Amazon (AMZN) | 5.3 | $15M | 70k | 219.39 |
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| salesforce (CRM) | 5.0 | $15M | 44k | 334.33 |
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| Adobe Systems Incorporated (ADBE) | 4.9 | $14M | 32k | 444.68 |
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| Walt Disney Company (DIS) | 4.1 | $12M | 107k | 111.35 |
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| Wal-Mart Stores (WMT) | 3.9 | $12M | 128k | 90.35 |
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| UnitedHealth (UNH) | 3.9 | $11M | 22k | 505.85 |
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| Prologis (PLD) | 3.6 | $10M | 98k | 105.70 |
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| Visa Com Cl A (V) | 3.4 | $10M | 32k | 316.05 |
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| Autodesk (ADSK) | 2.1 | $6.1M | 21k | 295.55 |
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| Intuit (INTU) | 2.0 | $5.8M | +13% | 9.3k | 628.51 |
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| Thermo Fisher Scientific (TMO) | 1.9 | $5.7M | 11k | 520.21 |
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| Coca-Cola Company (KO) | 1.8 | $5.4M | 86k | 62.26 |
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| Accenture Shs Class A (ACN) | 1.8 | $5.3M | 15k | 351.79 |
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| Servicenow (NOW) | 1.8 | $5.2M | 4.9k | 1060.11 |
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| Procter & Gamble Company (PG) | 1.6 | $4.7M | 28k | 167.65 |
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| Sherwin-Williams Company (SHW) | 1.4 | $4.2M | 12k | 339.94 |
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| Deere & Company (DE) | 1.3 | $3.8M | 9.0k | 423.67 |
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| Nike CL B (NKE) | 1.3 | $3.7M | 49k | 75.67 |
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| Ecolab (ECL) | 1.1 | $3.3M | 14k | 234.34 |
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| Rockwell Automation (ROK) | 1.1 | $3.1M | 11k | 285.83 |
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| Aptiv Holdings | 1.0 | $2.8M | NEW | 47k | 60.47 |
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| Keysight Technologies (KEYS) | 0.9 | $2.6M | 16k | 160.65 |
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| Fortinet (FTNT) | 0.8 | $2.4M | 25k | 94.49 |
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| Texas Instruments Incorporated (TXN) | 0.8 | $2.3M | 12k | 187.48 |
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| Intuitive Surgical Com New (ISRG) | 0.7 | $1.9M | 3.7k | 522.04 |
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| Nextera Energy (NEE) | 0.4 | $1.3M | 18k | 71.66 |
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| Ptc (PTC) | 0.4 | $1.2M | 6.5k | 183.86 |
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| Tesla Motors (TSLA) | 0.4 | $1.1M | 2.7k | 403.68 |
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| Illumina (ILMN) | 0.3 | $735k | 5.5k | 133.64 |
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| Eli Lilly & Co. (LLY) | 0.2 | $560k | 726.00 | 771.35 |
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| Intel Corporation (INTC) | 0.1 | $290k | NEW | 15k | 20.04 |
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Past Filings by Iyo Bank
SEC 13F filings are viewable for Iyo Bank going back to 2021
- 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