Iyo Bank

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

  • Top 5 stock holdings are VNQ, IYR, MSFT, GOOGL, BXP, and represent 56.61% of Iyo Bank's stock portfolio.
  • Added to shares of these 10 stocks: IYR (+$17M), AMZN (+$6.3M), XLRE (+$5.1M), GOOG, PG, MSFT, NVDA, TXN, ECL, WMT.
  • Started 2 new stock positions in TXN, XLRE.
  • Reduced shares in these 4 stocks: ILMN, , NFLX, .
  • Sold out of its positions in ANSS, META, ILMN, NFLX.
  • Iyo Bank was a net buyer of stock by $35M.
  • Iyo Bank has $301M in assets under management (AUM), dropping by -11.13%.
  • Central Index Key (CIK): 0001890435

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Portfolio Holdings for Iyo Bank

Iyo Bank holds 35 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Real Estate Etf (VNQ) 26.7 $80M 879k 91.11
Ishares Tr U.s. Real Es Etf (IYR) 15.8 $48M +53% 517k 91.98
Microsoft Corporation (MSFT) 5.6 $17M +12% 66k 256.84
Alphabet Cap Stk Cl A (GOOGL) 4.3 $13M 6.0k 2179.22
Boston Properties (BXP) 4.1 $13M 140k 88.98
Prologis (PLD) 3.9 $12M 98k 117.65
Apple (AAPL) 3.0 $9.1M 67k 136.72
Adobe Systems Incorporated (ADBE) 2.6 $7.8M 21k 366.07
Walt Disney Company (DIS) 2.5 $7.5M 79k 94.40
salesforce (CRM) 2.4 $7.2M 44k 165.05
Amazon (AMZN) 2.2 $6.7M +1900% 63k 106.22
Nike CL B (NKE) 2.0 $6.1M 60k 102.20
Coca-Cola Company (KO) 1.8 $5.4M 86k 62.91
Visa Com Cl A (V) 1.8 $5.4M 27k 196.89

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NVIDIA Corporation (NVDA) 1.8 $5.4M +49% 35k 151.58
Wal-Mart Stores (WMT) 1.7 $5.2M +10% 43k 121.58
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.7 $5.1M NEW 125k 40.86
Thermo Fisher Scientific (TMO) 1.5 $4.4M 8.1k 543.31
Alphabet Cap Stk Cl C (GOOG) 1.4 $4.3M +163% 2.0k 2187.31
Simon Property (SPG) 1.4 $4.3M 46k 94.91
Accenture Plc Ireland Shs Class A (ACN) 1.4 $4.1M +10% 15k 277.68
Procter & Gamble Company (PG) 1.4 $4.1M +104% 28k 143.80
Intel Corporation (INTC) 1.3 $3.8M 101k 37.41
Nextera Energy (NEE) 1.1 $3.2M 42k 77.46
Intuit (INTU) 1.0 $3.2M 8.2k 385.43
Sherwin-Williams Company (SHW) 0.9 $2.8M 12k 223.94
Autodesk (ADSK) 0.9 $2.7M +21% 16k 171.94
Keysight Technologies (KEYS) 0.7 $2.2M +5% 16k 137.88
Ecolab (ECL) 0.7 $2.1M +32% 14k 153.76
Aptiv SHS (APTV) 0.6 $1.9M 21k 89.06
Servicenow (NOW) 0.6 $1.8M 3.8k 475.62
Texas Instruments Incorporated (TXN) 0.3 $990k NEW 6.4k 153.73
Ball Corporation (BALL) 0.3 $759k 11k 68.81
Intuitive Surgical Com New (ISRG) 0.2 $747k 3.7k 200.81
Ptc (PTC) 0.2 $692k 6.5k 106.38

Past Filings by Iyo Bank

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