Iyo Bank, Ltd.
CIK 1890435 · View on SEC EDGAR ↗
- Portfolio value
- $329.5M
- Positions
- 32
- As of
- June 30, 2026
#4,901 of 9,443 by 13F value · top 51.9%
Portfolio value QoQ: +17.2% 13F does not disclose cash
- Top 10 holdings weight
- 57.56%
- Top 25 holdings weight
- 94.33%
- Positions above 1%
- 27
- Effective number of positions
- 19.3
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 5.66% Est. buys $26,117,832 · sells $17,278,953
Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 56.1% still held
- New positions
- 2
- Increased
- 4
- Decreased
- 1
- Closed
- 5
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +17.5% · S&P 500: +28.7%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 98.3% · Options excluded: 0.0%
Sector breakdown
Technology
38.8%
Communication Services
19.9%
Industrials
9.4%
Retail
6.8%
Healthcare
5.9%
Materials
4.3%
Real Estate
4.0%
Financial Services
3.6%
Consumer products
2.3%
Utilities
2.2%
Consumer Staples
2.1%
Consumer Discretionary
0.1%
Other/Unmapped
0.5%
Full portfolio 32 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. - Class A Common Stock | $42,791,484 | 12.99% | 119,740 | $8,359,050 | |||
| MSFT Microsoft Corporation - Common Stock | $28,805,350 | 8.74% | 77,222 | $220,082 | |||
| AAPL Apple Inc. - Common Stock | $24,407,516 | 7.41% | 84,350 | $3,000,329 | |||
| NVDA NVIDIA Corporation - Common Stock | $17,204,739 | 5.22% | 85,985 | $5,642,019 | Up ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $16,504,038 | 5.01% | 14,298 | $13,221,247 | Up ×1 | ||
| PLD Prologis, Inc. Common Stock | $13,330,248 | 4.05% | 98,400 | $323,736 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $12,482,796 | 3.79% | 35,329 | $2,348,319 | |||
| V Visa Inc. | $11,725,444 | 3.56% | 34,176 | $1,396,090 | |||
| AMZN Amazon.com, Inc. - Common Stock | $11,525,884 | 3.50% | 48,359 | $1,454,155 | |||
| WMT Walmart Inc. - Common Stock | $10,881,228 | 3.30% | 96,073 | $-1,058,724 | |||
| KEYS Keysight Technologies Inc. Common Stock | $10,801,410 | 3.28% | 30,855 | $2,088,884 | |||
| ROK Rockwell Automation, Inc. Common Stock | $10,569,958 | 3.21% | 21,350 | $2,907,870 | |||
| DIS Walt Disney Company (The) Common Stock | $10,181,325 | 3.09% | 105,780 | $-13,751 | |||
| LLY Eli Lilly and Company Common Stock | $9,642,218 | 2.93% | 8,039 | $2,248,187 | |||
| TXN Texas Instruments Incorporated - Common Stock | $9,588,912 | 2.91% | 32,170 | $3,343,428 | |||
| AVGO Broadcom Inc. - Common Stock | $9,137,395 | 2.77% | 24,189 | $1,650,658 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $8,272,440 | 2.51% | 16,500 | $1,604,836 | Up ×1 | ||
| KLAC KLA Corporation - Common Stock | $8,131,085 | 2.47% | 26,950 | $4,162,940 | Up ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $7,688,335 | 2.33% | 52,430 | $115,346 | |||
| NEE NextEra Energy, Inc. Common Stock | $7,250,065 | 2.20% | 82,603 | $-422,102 | |||
| KO Coca-Cola Company (The) Common Stock | $7,020,915 | 2.13% | 86,390 | $450,955 | |||
| DE Deere & Company Common Stock | $6,394,046 | 1.94% | 10,080 | $715,982 | |||
| NOW ServiceNow, Inc. Common Stock | $6,260,994 | 1.90% | 63,064 | $-416,301 | Down ×1 | ||
| SHW Sherwin-Williams Company (The) Common Stock | $5,219,891 | 1.58% | 15,160 | $360,353 | |||
| LIN Linde plc - Ordinary Shares | $4,985,457 | 1.51% | 9,607 | Up ×1 | |||
| FTNT Fortinet, Inc. - Common Stock | $4,839,184 | 1.47% | 31,501 | $2,264,922 | |||
| ECL Ecolab Inc. Common Stock | $3,886,610 | 1.18% | 13,950 | $175,631 | |||
| PWR Quanta Services, Inc. Common Stock | $3,116,333 | 0.95% | 4,328 | Up ×1 | |||
| ARM Arm Holdings plc - American Depositary Shares | $3,080,504 | 0.93% | 8,688 | $1,766,183 | |||
| XLE XLE | $1,803,031 | 0.55% | 33,949 | $-276,685 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $1,479,370 | 0.45% | 3,720 | $-235,513 | |||
| TSLA Tesla, Inc. - Common Stock | $482,428 | 0.15% | 1,147 | $56,031 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| GOOGL | Price move only | +0 | +$8.4M |
| NVDA | Bought more | +20K | +$5.6M |
| KLAC | Bought more | +24K | +$4.2M |
| TXN | Price move only | +0 | +$3.3M |
| AAPL | Price move only | +0 | +$3.0M |
| ROK | Price move only | +0 | +$2.9M |
| GOOG | Price move only | +0 | +$2.3M |
| FTNT | Price move only | +0 | +$2.3M |
| LLY | Price move only | +0 | +$2.2M |
| KEYS | Price move only | +0 | +$2.1M |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| GOOG | June 30, 2025 | 87,390 | $13,653,000 | 91.1% |
| ADBE | March 31, 2026 | 34,475 | $12,065,905 | 12.3% |
| UNH | June 30, 2025 | 22,410 | $11,737,000 | 24.2% |
| INTU | March 31, 2026 | 16,042 | $10,626,542 | -16.6% |
| CRM | March 31, 2026 | 38,157 | $10,108,171 | 10.1% |
| VNQ | Sept. 30, 2025 | 99,733 | $8,882,221 | No longer tracked |
| ACN | March 31, 2026 | 32,181 | $8,634,162 | -7.9% |
| UNH | March 31, 2026 | 22,951 | $7,576,355 | 43.1% |
| TMO | June 30, 2025 | 15,049 | $7,488,000 | 53.0% |
| ADSK | June 30, 2026 | 24,290 | $5,815,026 | 27.1% |
| APTV | March 31, 2026 | 63,730 | $4,849,216 | -31.2% |
| XLU | June 30, 2026 | 92,358 | $4,238,309 | No longer tracked |
| XLK | June 30, 2026 | 30,396 | $4,039,628 | No longer tracked |
| NKE | June 30, 2025 | 48,870 | $3,102,000 | -42.9% |
| XLI | June 30, 2026 | 12,656 | $2,046,855 | No longer tracked |
| PTC | June 30, 2026 | 7,435 | $1,059,413 | 34.5% |
| XLV | March 31, 2026 | 6,497 | $1,005,736 | No longer tracked |
| DIA | June 30, 2025 | 2,384 | $1,001,000 | No longer tracked |
| SPY | June 30, 2025 | 1,762 | $986,000 | No longer tracked |
| QQQ | June 30, 2025 | 2,070 | $971,000 | |
| ARM | June 30, 2025 | 6,915 | $738,000 | 55.0% |
| TSLA | June 30, 2025 | 2,720 | $705,000 | 9.8% |
| XLY | Dec. 31, 2025 | 1,693 | $405,711 | No longer tracked |
| XLC | Dec. 31, 2025 | 3,398 | $402,221 | No longer tracked |
| XLI | Dec. 31, 2025 | 2,542 | $392,053 | No longer tracked |
| XLF | Dec. 31, 2025 | 6,797 | $366,154 | No longer tracked |
| XLB | Dec. 31, 2025 | 3,825 | $342,797 | No longer tracked |
| XLRE | Dec. 31, 2025 | 7,899 | $332,785 | No longer tracked |
| XLE | Dec. 31, 2025 | 3,714 | $331,809 | No longer tracked |
| INTC | June 30, 2025 | 14,470 | $329,000 | 310.4% |
| XLP | Dec. 31, 2025 | 4,173 | $327,038 | No longer tracked |
| ILMN | March 31, 2025 | 5,500 | $735 | 164.7% |