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
- Iyo Bank 2022 Q2 filed Aug. 4, 2022
- Iyo Bank 2022 Q1 filed May 11, 2022
- Iyo Bank 2021 Q4 filed Jan. 25, 2022