Iyo Bank
Latest statistics and disclosures from Iyo Bank's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, MSFT, AAPL, PLD, WMT, and represent 38.90% of Iyo Bank's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$7.5M), LLY (+$5.2M), KLAC, NEE, MU, XLU, XLK, NOW, WMT, XLE.
- Started 5 new stock positions in XLE, XLI, MU, AVGO, KLAC.
- Reduced shares in these 7 stocks: , INTU (-$11M), , , , APTV, .
- Sold out of its positions in ADBE, INTU, CRM, XLV, UNH, ACN, APTV.
- Iyo Bank was a net seller of stock by $-14M.
- Iyo Bank has $281M in assets under management (AUM), dropping by -10.26%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 12.2 | $34M | 120k | 287.56 |
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| Microsoft Corporation (MSFT) | 10.2 | $29M | 77k | 370.17 |
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| Apple (AAPL) | 7.6 | $21M | +7% | 84k | 253.79 |
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| Prologis (PLD) | 4.6 | $13M | 98k | 132.18 |
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| Wal-Mart Stores (WMT) | 4.2 | $12M | +25% | 96k | 124.28 |
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| NVIDIA Corporation (NVDA) | 4.1 | $12M | 66k | 174.40 |
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| Visa Com Cl A (V) | 3.7 | $10M | 34k | 302.24 |
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| Walt Disney Company (DIS) | 3.6 | $10M | 106k | 96.38 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.6 | $10M | 35k | 286.86 |
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| Amazon (AMZN) | 3.6 | $10M | 48k | 208.27 |
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| Keysight Technologies (KEYS) | 3.1 | $8.7M | 31k | 282.37 |
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| Nextera Energy (NEE) | 2.7 | $7.7M | +85% | 83k | 92.88 |
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| Rockwell Automation (ROK) | 2.7 | $7.7M | 21k | 358.88 |
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| Procter & Gamble Company (PG) | 2.7 | $7.6M | 52k | 144.44 |
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| Broadcom (AVGO) | 2.7 | $7.5M | NEW | 24k | 309.51 |
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| Eli Lilly & Co. (LLY) | 2.6 | $7.4M | +231% | 8.0k | 919.77 |
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| Servicenow (NOW) | 2.4 | $6.7M | +72% | 64k | 104.55 |
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| Thermo Fisher Scientific (TMO) | 2.4 | $6.7M | 14k | 491.53 |
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| Coca-Cola Company (KO) | 2.3 | $6.6M | 86k | 76.05 |
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| Texas Instruments Incorporated (TXN) | 2.2 | $6.2M | 32k | 194.14 |
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| Autodesk (ADSK) | 2.1 | $5.8M | 24k | 239.40 |
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| Deere & Company (DE) | 2.0 | $5.7M | 10k | 563.30 |
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| Sherwin-Williams Company (SHW) | 1.7 | $4.9M | 15k | 320.55 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.5 | $4.2M | +303% | 92k | 45.89 |
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| Select Sector Spdr Tr Technology (XLK) | 1.4 | $4.0M | +337% | 30k | 132.90 |
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| Kla Corp Com New (KLAC) | 1.4 | $4.0M | NEW | 2.7k | 1472.41 |
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| Ecolab (ECL) | 1.3 | $3.7M | 14k | 266.02 |
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| Micron Technology (MU) | 1.2 | $3.3M | NEW | 9.7k | 337.84 |
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| Fortinet (FTNT) | 0.9 | $2.6M | +25% | 32k | 81.72 |
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| Select Sector Spdr Tr Energy (XLE) | 0.7 | $2.1M | NEW | 34k | 61.26 |
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| Select Sector Spdr Tr Indl (XLI) | 0.7 | $2.0M | NEW | 13k | 161.73 |
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| Intuitive Surgical Com New (ISRG) | 0.6 | $1.7M | 3.7k | 460.99 |
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| Arm Holdings Sponsored Ads (ARM) | 0.5 | $1.3M | +33% | 8.7k | 151.28 |
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| Ptc (PTC) | 0.4 | $1.1M | 7.4k | 142.49 |
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| Tesla Motors (TSLA) | 0.2 | $426k | 1.1k | 371.75 |
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Past Filings by Iyo Bank
SEC 13F filings are viewable for Iyo Bank going back to 2021
- Iyo Bank 2026 Q1 filed May 13, 2026
- Iyo Bank 2025 Q4 filed Feb. 13, 2026
- 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