Iyo Bank as of June 30, 2025
Portfolio Holdings for Iyo Bank
Iyo Bank holds 41 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 15.5 | $38M | 77k | 497.41 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.5 | $21M | 120k | 176.23 | |
| Apple (AAPL) | 6.5 | $16M | 79k | 205.17 | |
| Adobe Systems Incorporated (ADBE) | 5.4 | $13M | 35k | 386.88 | |
| Visa Com Cl A (V) | 4.9 | $12M | 34k | 355.05 | |
| NVIDIA Corporation (NVDA) | 4.2 | $11M | 66k | 157.99 | |
| Prologis (PLD) | 4.2 | $10M | 98k | 105.12 | |
| Intuit (INTU) | 3.6 | $8.9M | 11k | 787.63 | |
| Vanguard Real Estate Etf Etf (VNQ) | 3.6 | $8.9M | 100k | 89.06 | |
| Procter & Gamble Company (PG) | 3.4 | $8.4M | 52k | 159.32 | |
| Accenture Shs Class A (ACN) | 3.1 | $7.7M | 26k | 298.89 | |
| Autodesk (ADSK) | 3.0 | $7.5M | 24k | 309.57 | |
| Wal-Mart Stores (WMT) | 3.0 | $7.5M | 77k | 97.78 | |
| Rockwell Automation (ROK) | 2.9 | $7.1M | 21k | 332.17 | |
| Texas Instruments Incorporated (TXN) | 2.7 | $6.7M | 32k | 207.62 | |
| Coca-Cola Company (KO) | 2.5 | $6.1M | 86k | 70.75 | |
| Sherwin-Williams Company (SHW) | 2.1 | $5.2M | 15k | 343.36 | |
| Amazon (AMZN) | 2.1 | $5.1M | 23k | 219.39 | |
| Deere & Company (DE) | 2.1 | $5.1M | 10k | 508.49 | |
| Servicenow (NOW) | 2.0 | $5.1M | 4.9k | 1028.08 | |
| Keysight Technologies (KEYS) | 2.0 | $5.1M | 31k | 163.86 | |
| Walt Disney Company (DIS) | 1.8 | $4.4M | 36k | 124.01 | |
| Aptiv Holdings (APTV) | 1.8 | $4.3M | 64k | 68.22 | |
| salesforce (CRM) | 1.6 | $4.0M | 15k | 272.69 | |
| Ecolab (ECL) | 1.5 | $3.8M | 14k | 269.44 | |
| Nextera Energy (NEE) | 1.2 | $3.1M | 45k | 69.42 | |
| Fortinet (FTNT) | 1.1 | $2.6M | 25k | 105.72 | |
| Intuitive Surgical (ISRG) | 0.8 | $2.0M | 3.7k | 543.41 | |
| Eli Lilly & Co. (LLY) | 0.7 | $1.8M | 2.4k | 779.53 | |
| Ptc (PTC) | 0.5 | $1.3M | 7.4k | 172.34 | |
| Technology Select Sect Spdr Etf (XLK) | 0.2 | $392k | 1.5k | 253.23 | |
| Industrial Select Sect Spdr Etf (XLI) | 0.2 | $375k | 2.5k | 147.52 | |
| Comm Serv Select Sector Spdr Etf (XLC) | 0.1 | $369k | 3.4k | 108.53 | |
| Consumer Discretionary Selt Etf (XLY) | 0.1 | $368k | 1.7k | 217.33 | |
| Financial Select Sector Spdr Etf (XLF) | 0.1 | $356k | 6.8k | 52.37 | |
| Utilities Select Sector Spdr Etf (XLU) | 0.1 | $347k | 4.3k | 81.66 | |
| Consumer Staples Spdr Etf (XLP) | 0.1 | $338k | 4.2k | 80.97 | |
| Materials Select Sector Spdr Etf (XLB) | 0.1 | $336k | 3.8k | 87.81 | |
| Real Estate Select Sector Spdr Etf (XLRE) | 0.1 | $327k | 7.9k | 41.42 | |
| Energy Select Sector Spdr Etf (XLE) | 0.1 | $315k | 3.7k | 84.81 | |
| Health Care Select Sector Etf (XLV) | 0.1 | $308k | 2.3k | 134.79 |