Iyo Bank
Latest statistics and disclosures from Iyo Bank's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, GOOGL, ADBE, GOOG, and represent 41.98% of Iyo Bank's stock portfolio.
- Added to shares of these 10 stocks: UNH (+$5.9M), WMT (+$5.1M), GOOG, ROK, ADBE, NKE, NEE, APTV, LLY, TSLA.
- Started 3 new stock positions in NEE, LLY, ROK.
- Iyo Bank was a net buyer of stock by $20M.
- Iyo Bank has $251M in assets under management (AUM), dropping by 19.08%.
- Central Index Key (CIK): 0001890435
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Portfolio Holdings for Iyo Bank
Iyo Bank holds 34 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 12.7 | $32M | 35k | 903.56 |
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| Microsoft Corporation (MSFT) | 11.1 | $28M | 66k | 420.72 |
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| Alphabet Cap Stk Cl A (GOOGL) | 7.2 | $18M | 120k | 150.93 |
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| Adobe Systems Incorporated (ADBE) | 5.7 | $14M | +11% | 28k | 504.61 |
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| Alphabet Cap Stk Cl C (GOOG) | 5.3 | $13M | +19% | 87k | 152.26 |
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| salesforce (CRM) | 5.2 | $13M | 44k | 301.18 |
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| Prologis (PLD) | 5.1 | $13M | 98k | 130.22 |
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| Amazon (AMZN) | 5.0 | $13M | 70k | 180.38 |
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| Apple (AAPL) | 4.6 | $11M | 67k | 171.48 |
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| Walt Disney Company (DIS) | 4.6 | $11M | 93k | 122.36 |
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| UnitedHealth (UNH) | 3.2 | $8.0M | +289% | 16k | 494.73 |
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| Wal-Mart Stores (WMT) | 3.1 | $7.7M | +200% | 128k | 60.17 |
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| Visa Com Cl A (V) | 3.0 | $7.6M | 27k | 279.10 |
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| Intuit (INTU) | 2.1 | $5.3M | 8.2k | 650.01 |
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| Coca-Cola Company (KO) | 2.1 | $5.3M | 86k | 61.18 |
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| Thermo Fisher Scientific (TMO) | 2.1 | $5.3M | 9.1k | 581.21 |
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| Accenture Shs Class A (ACN) | 2.1 | $5.2M | 15k | 346.63 |
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| Procter & Gamble Company (PG) | 1.8 | $4.6M | 28k | 162.26 |
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| Sherwin-Williams Company (SHW) | 1.7 | $4.3M | 12k | 347.32 |
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| Nike CL B (NKE) | 1.6 | $4.1M | +42% | 43k | 93.98 |
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| Autodesk (ADSK) | 1.6 | $4.0M | 16k | 260.43 |
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| Servicenow (NOW) | 1.5 | $3.8M | 4.9k | 762.39 |
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| Delphi Automotive Inc international (APTV) | 1.5 | $3.7M | +16% | 47k | 79.66 |
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| Ecolab (ECL) | 1.3 | $3.2M | 14k | 230.90 |
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| Keysight Technologies (KEYS) | 1.0 | $2.5M | 16k | 156.40 |
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| Texas Instruments Incorporated (TXN) | 0.8 | $2.1M | 12k | 174.22 |
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| Rockwell Automation (ROK) | 0.6 | $1.6M | NEW | 5.5k | 291.29 |
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| Intuitive Surgical Com New (ISRG) | 0.6 | $1.5M | 3.7k | 399.19 |
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| Ptc (PTC) | 0.5 | $1.2M | 6.5k | 188.93 |
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| Nextera Energy (NEE) | 0.5 | $1.1M | NEW | 18k | 63.89 |
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| Illumina (ILMN) | 0.3 | $755k | 5.5k | 137.27 |
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| Fortinet (FTNT) | 0.2 | $581k | 8.5k | 68.35 |
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| Tesla Motors (TSLA) | 0.2 | $478k | +97% | 2.7k | 175.74 |
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| Eli Lilly & Co. (LLY) | 0.1 | $311k | NEW | 400.00 | 777.50 |
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Past Filings by Iyo Bank
SEC 13F filings are viewable for Iyo Bank going back to 2021
- 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