Iyo Bank
Latest statistics and disclosures from Iyo Bank's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, MSFT, AAPL, NVDA, MU, and represent 39.37% of Iyo Bank's stock portfolio.
- Added to shares of these 6 stocks: KLAC (+$7.3M), MU (+$5.3M), LIN, NVDA, PWR, TMO.
- Started 2 new stock positions in PWR, LIN.
- Reduced shares in these 6 stocks: ADSK (-$5.8M), , , , , NOW.
- Sold out of its positions in ADSK, PTC, XLI, XLK, XLU.
- Iyo Bank was a net buyer of stock by $8.8M.
- Iyo Bank has $330M in assets under management (AUM), dropping by 17.20%.
- Central Index Key (CIK): 0001890435
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Portfolio Holdings for Iyo Bank
Iyo Bank holds 32 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 13.0 | $43M | 120k | 357.37 |
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| Microsoft Corporation (MSFT) | 8.7 | $29M | 77k | 373.02 |
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| Apple (AAPL) | 7.4 | $24M | 84k | 289.36 |
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| NVIDIA Corporation (NVDA) | 5.2 | $17M | +29% | 86k | 200.09 |
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| Micron Technology (MU) | 5.0 | $17M | +47% | 14k | 1154.29 |
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| Prologis (PLD) | 4.0 | $13M | 98k | 135.47 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.8 | $13M | 35k | 353.33 |
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| Visa Com Cl A (V) | 3.6 | $12M | 34k | 343.09 |
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| Amazon (AMZN) | 3.5 | $12M | 48k | 238.34 |
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| Wal-Mart Stores (WMT) | 3.3 | $11M | 96k | 113.26 |
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| Keysight Technologies (KEYS) | 3.3 | $11M | 31k | 350.07 |
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| Rockwell Automation (ROK) | 3.2 | $11M | 21k | 495.08 |
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| Walt Disney Company (DIS) | 3.1 | $10M | 106k | 96.25 |
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| Eli Lilly & Co. (LLY) | 2.9 | $9.6M | 8.0k | 1199.43 |
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| Texas Instruments Incorporated (TXN) | 2.9 | $9.6M | 32k | 298.07 |
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| Broadcom (AVGO) | 2.8 | $9.1M | 24k | 377.75 |
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| Thermo Fisher Scientific (TMO) | 2.5 | $8.3M | +21% | 17k | 501.36 |
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| Kla Corporation Com New (KLAC) | 2.5 | $8.1M | +900% | 27k | 301.71 |
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| Procter & Gamble Company (PG) | 2.3 | $7.7M | 52k | 146.64 |
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| Nextera Energy (NEE) | 2.2 | $7.3M | 83k | 87.77 |
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| Coca-Cola Company (KO) | 2.1 | $7.0M | 86k | 81.27 |
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| Deere & Company (DE) | 1.9 | $6.4M | 10k | 634.33 |
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| Servicenow (NOW) | 1.9 | $6.3M | 63k | 99.28 |
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| Sherwin-Williams Company (SHW) | 1.6 | $5.2M | 15k | 344.32 |
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| Linde SHS (LIN) | 1.5 | $5.0M | NEW | 9.6k | 518.94 |
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| Fortinet (FTNT) | 1.5 | $4.8M | 32k | 153.62 |
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| Ecolab (ECL) | 1.2 | $3.9M | 14k | 278.61 |
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| Quanta Services (PWR) | 0.9 | $3.1M | NEW | 4.3k | 720.04 |
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| Arm Holdings Sponsored Ads (ARM) | 0.9 | $3.1M | 8.7k | 354.57 |
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| Energy Select Sector Spdr Energy (XLE) | 0.5 | $1.8M | 34k | 53.11 |
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| Intuitive Surgical Com New (ISRG) | 0.4 | $1.5M | 3.7k | 397.68 |
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| Tesla Motors (TSLA) | 0.1 | $482k | 1.1k | 420.60 |
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Past Filings by Iyo Bank
SEC 13F filings are viewable for Iyo Bank going back to 2021
- Iyo Bank 2026 Q2 filed Aug. 12, 2026
- 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