GB
Gunma Bank,Ltd. Historical SEC 13F Holdings & Archive (Q3 2025)
Gunma Bank,Ltd.CIK: 0001549449
Momentum followerQuality / disciplined sizingDiversified strategy
Total reported value
$319.4M
Reporting period: 2025-09-30 · Number of holdings: 31
Gunma Bank,Ltd. disclosed 31 holdings in its latest 13F filing for the period ending 2025-09-30, with total reported value of $319.4M and a quarterly turnover rate of 28.6%.
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Personality snowflake
- Concentration
- 18.94
- Portfolio Stability
- 28.65
- Momentum
- 100
- Sector conviction
- 0
- Diversification
- 62
- Sizing Uniformity
- 93.05
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd IGSB
+63.7% $5.4M
Add VCIT
+47.6% $5.3M
Add SPIB
+60.0% $5.2M
Add SHY
+29.3% $5.0M
Add SCHI
+25.9% $3.8M
Add IEI
+20.0% $3.8M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 8.76% | -0.15% | — | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-Other | 7.42% | -0.14% | — | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 6.88% | +1.42% | +29.27% | |
| 4 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 6.73% | +1.02% | +20.00% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 6.40% | +0.35% | +8.82% | |
| 6 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 5.27% | +1.07% | +25.86% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 5.07% | +1.01% | +24.81% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.90% | +1.58% | +47.62% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 4.27% | +1.62% | +63.69% | |
| 10 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 4.24% | +1.56% | +60.00% | |
| 11 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 3.55% | +0.70% | +33.52% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 3.09% | +0.14% | — | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.86% | +0.01% | — | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.83% | -0.07% | — | |
| 15 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.79% | +0.51% | +24.54% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.78% | -0.15% | — | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.54% | +0.22% | — | |
| 18 | HDV | Ishares Core High Dividend E | ETF-Other | 2.49% | -0.44% | — | |
| 19 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 2.24% | -0.11% | — | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.13% | +2.13% | NEW | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.08% | +0.30% | +8.41% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.82% | +0.11% | — | |
| 23 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 1.69% | -0.05% | — | |
| 24 | VPU | Vanguard Utilities ETF | ETF-Other | 1.36% | -0.02% | — | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.33% | -0.54% | -35.93% | |
| 26 | IDV | Ishares International Select | ETF-Other | 1.17% | -0.18% | — | |
| 27 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.95% | -0.77% | -51.60% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.91% | -0.33% | -50.00% | |
| 29 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.80% | -0.15% | — | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.63% | -0.17% | -62.78% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-Other | 0.03% | +0.03% | NEW |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Portfolio Performance
Performance for Q3 2026
+1.8%
Performance Last 4 Quarters
+8.4%
- Stdev
- +10.1%
- Beta
- +0.5
- Alpha
- +1.5%
- Max Drawdown
- -4.1%
- Annualized Perf
- +11.5%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +2.18
- Stutzer
- +0.34
- Treynor
- +0.23
- Sterling
- +0.86
- Calmar
- +2.79
- Information Ratio
- -0.85
- Tracking Error
- +10.1%
- Stdev Down
- +5.3%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +29.9%
- Worst 12 Months
- +6%
- Efficiency Ratio
- +0.46
- Sharpe
- +1.13
- Stdev Sectors
- —
- Skewness
- +0.25
- Kurtosis
- +0.35
- Upside Potential
- +3.78
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2025 Q3 | 31 | $319.4M | 29 | ||
| 2025 Q2 | 30 | $306.3M | 0 | ||
| 2025 Q1 | 33 | $310.5M | 100 | ||
| 2024 Q4 | 33 | $302.8M | 0 | ||
| 2024 Q3 | 32 | $242.9M | 0 | ||
| 2024 Q2 | 22 | $120.0M | 0 | ||
| 2024 Q1 | 25 | $189.9M | 0 | ||
| 2023 Q4 | 21 | $103.3M | 0 | ||
| 2023 Q3 | 27 | $137.2M | 0 | ||
| 2023 Q2 | 25 | $147.6M | 0 | ||
| 2023 Q1 | 40 | $227.3M | 0 | ||
| 2022 Q4 | 45 | $201.5M | 0 | ||
| 2022 Q3 | 44 | $163.8M | 0 | ||
| 2022 Q2 | 48 | $236.2M | 0 | ||
| 2022 Q1 | 8 | $42.2M | 0 | ||
| 2021 Q4 | 43 | $114.3M | 0 | ||
| 2021 Q3 | 42 | $180.4M | 0 | ||
| 2021 Q2 | 45 | $151.3M | 100 | ||
| 2021 Q1 | 36 | $175.0M | 65 | ||
| 2020 Q4 | 16 | $109.6M | 34 | ||
| 2020 Q3 | 17 | $126.2M | 56 | ||
| 2020 Q2 | 13 | $96.6M | 70 | ||
| 2020 Q1 | 12 | $125.0M | 66 | ||
| 2019 Q4 | 9 | $105.5M | 2 | ||
| 2019 Q3 | 9 | $105.1M | 5 | ||
| 2019 Q2 | 9 | $101.1M | 2 | ||
| 2019 Q1 | 9 | $99.2M | 13 | ||
| 2018 Q4 | 9 | $87.0M | 9 | ||
| 2018 Q3 | 9 | $94.8M | 2 | ||
| 2018 Q2 | 9 | $95.0M | 5 | ||
| 2018 Q1 | 9 | $90.5M | 7 | ||
| 2017 Q4 | 9 | $96.8M | 2 | ||
| 2017 Q3 | 9 | $95.0M | 2 | ||
| 2017 Q2 | 9 | $93.7M | 56 | ||
| 2017 Q1 | 11 | $163.8M | 3 | ||
| 2016 Q4 | 11 | $159.8M | 47 | ||
| 2016 Q3 | 14 | $256.3M | 14 | ||
| 2016 Q2 | 13 | $280.7M | 83 | ||
| 2016 Q1 | 11 | $246.3M | 4 | ||
| 2015 Q4 | 11 | $238.3M | 1 | ||
| 2015 Q3 | 11 | $240.4M | 6 | ||
| 2015 Q2 | 13 | $244.4M | 1 | ||
| 2015 Q1 | 13 | $246.9M | 2 | ||
| 2014 Q4 | 13 | $243.1M | 2 | ||
| 2014 Q3 | 13 | $243.4M | 1 | ||
| 2014 Q2 | 13 | $245.3M | 1 | ||
| 2014 Q1 | 13 | $241.8M | 3 | ||
| 2013 Q4 | 14 | $246.3M | 1 | ||
| 2013 Q3 | 14 | $247.4M | 4 | ||
| 2013 Q2 | 14 | $255.3M | 0 |
Holding changes this quarter
Gunma Bank,Ltd.'s most significant position changes for 2025-09-30: Sold out: Ishares Core S&p 500 ETF (IVV); Sold out: Ss Spdr S&p 500 ETF Trust-us (SPY); New buy: Vanguard S/t CORP Bond ETF (VCSH); Sold out: Ishares Msci Australia ETF (EWA); Sold out: State Street Spdr S&p Global (GNR).
Filing History
FAQ
What is Gunma Bank,Ltd. and what type of investor is it?
Gunma Bank,Ltd. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-09-30), the firm manages a tracked equity portfolio valued at approximately $319.4M, spread across 31 disclosed positions.
What are Gunma Bank,Ltd.'s largest equity positions?
Based on the latest 13F filing, Gunma Bank,Ltd.'s top holdings by market value are:
1. Ishares 7-10 Year Treasury B (IEF) — $28.0M (8.8%)
2. Vanguard Intermediate-term T (VGIT) — $23.7M (7.4%)
3. Ishares 1-3 Year Treasury Bo (SHY) — $22.0M (6.9%)
4. Ishares 3-7 Year Treasury Bo (IEI) — $21.5M (6.7%)
5. Ishares 0-1 Year Treasury Bo (SHV) — $20.4M (6.4%)
What changes did Gunma Bank,Ltd. make in its most recent portfolio filing?
In the latest reported quarter, Gunma Bank,Ltd. made 27 notable position adjustments: 2 new positions were initiated, 12 existing holdings were added to, 9 positions were partially reduced, and 4 were completely exited. The largest of these moves: Sold out: Ishares Core S&p 500 ETF (IVV); Sold out: Ss Spdr S&p 500 ETF Trust-us (SPY); New buy: Vanguard S/t CORP Bond ETF (VCSH); Sold out: Ishares Msci Australia ETF (EWA); Sold out: State Street Spdr S&p Global (GNR)
What sectors does Gunma Bank,Ltd. focus on?
Sector breakdown data is not yet available for Gunma Bank,Ltd.. Check back after the next 13F processing cycle.
Investment Profile
Gunma Bank,Ltd. returned an annualized 11.5% over the trailing 36 months — outperforming the S&P 500 by 1.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.50 (less volatile than the market) and a 39% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active.
Its turnover score has risen from 0 to 29 over the past 4 quarters — a shift toward more active trading.
It has added to its IGSB position for two straight quarters, increasing it by $5.4M to reach $13.6M.
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