CIK: 0001890435
Total reported value
$281.1M
Reporting period: 2026-03-31 · Number of holdings: 35
Iyo Bank, Ltd. disclosed 35 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $281.1M and a quarterly turnover rate of 41.0%.
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Iyo Bank, Ltd.'s disclosed holdings carry a Herfindahl concentration index of 0.051 — mathematically equivalent to about 20 equally-sized positions, well below its 35 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.90), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Add LLY
+231.2% $4.8M
Trim MSFT
0.0% -$8.8M
Add NEE
+85.8% $4.1M
Add WMT
+25.5% $3.4M
Add XLU
+303.7% $3.3M
Add XLK
+337.8% $3.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 12.25% | +0.29% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 10.17% | -1.75% | — | |
| 3 | AAPL | Apple INC | Stock-Tech | 7.61% | +0.78% | +7.21% | |
| 4 | PLD | Prologis INC | Stock-Real Estate | 4.63% | +0.62% | — | |
| 5 | WMT | Walmart INC | Stock-Consumer Staples | 4.25% | +1.53% | +25.47% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.11% | +0.16% | — | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 3.67% | -0.16% | — | |
| 8 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.63% | -0.21% | — | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.60% | +0.06% | — | |
| 10 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.58% | +0.02% | — | |
| 11 | KEYS | Keysight Technologies In | Stock-Tech | 3.10% | +1.10% | — | |
| 12 | NEE | Nextera Energy INC | Stock-Utilities | 2.73% | +1.59% | +85.83% | |
| 13 | ROK | Rockwell Automation INC | Stock-Industrials | 2.73% | +0.08% | — | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.69% | +0.29% | — | |
| 15 | AVGO | Broadcom INC | Stock-Tech | 2.66% | +2.66% | NEW | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.63% | +1.80% | +231.23% | |
| 17 | NOW | Servicenow INC | Stock-Tech | 2.38% | +0.57% | +72.69% | |
| 18 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 2.37% | -0.14% | — | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.34% | +0.41% | — | |
| 20 | TXN | Texas Instruments INC | Stock-Tech | 2.22% | +0.44% | — | |
| 21 | ADSK | Autodesk INC | Stock-Tech | 2.07% | -0.23% | — | |
| 22 | DE | Deere & Co | Stock-Industrials | 2.02% | +0.52% | — | |
| 23 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.73% | +0.16% | — | |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.51% | +1.20% | +303.70% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 1.44% | +1.12% | +337.79% | |
| 26 | KLAC | Kla CORP | Stock-Tech | 1.41% | +1.41% | NEW | |
| 27 | ECL | Ecolab INC | Stock-Materials | 1.32% | +0.15% | — | |
| 28 | MU | Micron Technology INC | Stock-Tech | 1.17% | +1.17% | NEW | |
| 29 | FTNT | Fortinet INC | Stock-Tech | 0.92% | +0.28% | +25.75% | |
| 30 | XLE | Ss Energy Select Sector | ETF-Other | 0.74% | +0.74% | NEW | |
| 31 | XLI | Ss Industrial Select Sector | ETF-Other | 0.73% | +0.73% | NEW | |
| 32 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 0.61% | -0.06% | — | |
| 33 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.47% | +0.24% | +33.37% | |
| 34 | PTC | Ptc INC | Stock-Tech | 0.38% | -0.03% | — | |
| 35 | TSLA | Tesla INC | Stock-Consumer Disc | 0.15% | -0.01% | — |
Performance for Q3 2026
-1.1%
Performance Last 4 Quarters
+19.1%
Based on 75% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 35 | $281.1M | 41 | |
| 2025-12-31 | 37 | $313.3M | 23 | |
| 2025-09-30 | 41 | $265.1M | 49 | |
| 2025-06-30 | 41 | $247.5M | 0 | |
| 2025-03-31 | 51 | $310.5M | 0 | |
| 2024-12-31 | 36 | $292.5M | 0 | |
| 2024-09-30 | 35 | $281.8M | 0 | |
| 2024-06-30 | 36 | $281.8M | 0 | |
| 2024-03-31 | 34 | $251.0M | 0 | |
| 2023-12-31 | 31 | $210.8M | 0 | |
| 2023-09-30 | 30 | $183.6M | 0 | |
| 2023-06-30 | 30 | $192.8M | 0 | |
| 2023-03-31 | 29 | $170.8M | 0 | |
| 2022-12-31 | 30 | $169.8M | 0 | |
| 2022-09-30 | 31 | $186.6M | 0 | |
| 2022-06-30 | 35 | $300.5M | 0 | |
| 2022-03-31 | 37 | $338.2M | 0 | |
| 2021-12-31 | 40 | $327.8M | 0 |
Iyo Bank, Ltd.'s most significant position changes for 2026-03-31: Sold out: Adobe INC (ADBE); Sold out: Intuit INC (INTU); Sold out: Salesforce INC (CRM); Sold out: Accenture plc (ACN); Sold out: Unitedhealth Group INC (UNH).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +1.8% | +231.23% | Add |
| 2 | NEE | Nextera Energy INC | +1.6% | +85.83% | Add |
| 3 | WMT | Walmart INC | +1.5% | +25.47% | Add |
| 4 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +1.2% | +303.70% | Add |
| 5 | XLK | Ss Technology Select Sector | +1.1% | +337.79% | Add |
| 6 | KEYS | Keysight Technologies In | +1.1% | — | Unchanged |
| 7 | AAPL | Apple INC | +0.8% | +7.21% | Add |
| 8 | PLD | Prologis INC | +0.6% | — | Unchanged |
| 9 | NOW | Servicenow INC | +0.6% | +72.69% | Add |
| 10 | DE | Deere & Co | +0.5% | — | Unchanged |
| 11 | TXN | Texas Instruments INC | +0.4% | — | Unchanged |
| 12 | KO | Coca-cola Co/the | +0.4% | — | Unchanged |
| 13 | GOOGL | Alphabet Inc-cl A | +0.3% | — | Unchanged |
| 14 | PG | Procter & Gamble Co/the | +0.3% | — | Unchanged |
| 15 | FTNT | Fortinet INC | +0.3% | +25.75% | Add |
| 16 | ARM | Arm Holdings Plc-adr | +0.2% | +33.37% | Add |
| 17 | NVDA | Nvidia CORP | +0.2% | — | Unchanged |
| 18 | SHW | Sherwin-williams Co/the | +0.2% | — | Unchanged |
| 19 | ECL | Ecolab INC | +0.2% | — | Unchanged |
| 20 | ROK | Rockwell Automation INC | +0.1% | — | Unchanged |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 22 | AMZN | Amazon.com INC | 0% | — | Unchanged |
| 23 | TSLA | Tesla INC | 0% | — | Unchanged |
| 24 | PTC | Ptc INC | 0% | — | Unchanged |
| 25 | ISRG | Intuitive Surgical INC | -0.1% | — | Unchanged |
| 26 | TMO | Thermo Fisher Scientific INC | -0.1% | — | Unchanged |
| 27 | V | Visa Inc-class A Shares | -0.2% | — | Unchanged |
| 28 | DIS | Walt Disney Co/the | -0.2% | — | Unchanged |
| 29 | ADSK | Autodesk INC | -0.2% | — | Unchanged |
| 30 | MSFT | Microsoft CORP | -1.8% | — | Unchanged |
| 31 | ADBE | Adobe INC | — | EXIT | Sold out |
| 32 | INTU | Intuit INC | — | EXIT | Sold out |
| 33 | CRM | Salesforce INC | — | EXIT | Sold out |
| 34 | ACN | Accenture plc | — | EXIT | Sold out |
| 35 | UNH | Unitedhealth Group INC | — | EXIT | Sold out |
| 36 | AVGO | Broadcom INC | — | NEW | New buy |
| 37 | APTV | Aptiv PLC | — | EXIT | Sold out |
| 38 | KLAC | Kla CORP | — | NEW | New buy |
| 39 | MU | Micron Technology INC | — | NEW | New buy |
| 40 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 41 | XLI | Ss Industrial Select Sector | — | NEW | New buy |
| 42 | XLV | Ss Health Care Select Sector | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-13 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-12 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-13 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-05 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-05 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-01 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-19 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-06 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-19 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-28 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-25 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-27 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-09 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-04 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-11 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-25 | 13F-HR | View on EDGAR |
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