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CIK: 0001890435
Total reported value
$329.5M
$329.5M
35 檔
34.2%
The Q3 2024 SEC filing reveals that Iyo Bank, Ltd. held a total portfolio value of $329.5M, covering 35 public equity positions.
During Q3 2024, Iyo Bank, Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, GOOGL) accounted for 34.2% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 11.43% | +1.11% | -25.00% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 10.09% | -1.43% | — | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.05% | +0.74% | — | |
| 4 | ADBE | Adobe Inc | Stock-Tech | 5.92% | — | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.52% | -0.20% | — | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.19% | +0.19% | — | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 4.65% | — | +4.77% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.64% | -0.08% | — | |
| 9 | PLD | Prologis Inc | Stock-Real Estate | 4.41% | -0.58% | — | |
| 10 | CRM | Salesforce Inc | Stock-Tech | 4.23% | — | — | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 3.66% | -0.95% | — | |
| 12 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.64% | -0.54% | — | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 3.11% | -0.11% | +16.45% | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.40% | +0.14% | +20.29% | |
| 15 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.20% | -0.21% | — | |
| 16 | ADSK | Autodesk Inc | Stock-Tech | 2.03% | -2.07% | EXIT | |
| 17 | ACN | Accenture plc | Stock-Tech | 1.87% | — | — | |
| 18 | INTU | Intuit Inc | Stock-Tech | 1.80% | — | — | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.73% | -0.36% | — | |
| 20 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.67% | -0.15% | — | |
| 21 | NOW | Servicenow Inc | Stock-Tech | 1.56% | -0.48% | — | |
| 22 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.53% | — | — | |
| 23 | DE | Deere & Co | Stock-Industrials | 1.34% | -0.08% | +76.22% | |
| 24 | ECL | Ecolab Inc | Stock-Materials | 1.26% | -0.14% | — | |
| 25 | APTV | Aptiv PLC | Stock-Consumer Disc | 1.19% | — | — | |
| 26 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.05% | +0.48% | — | |
| 27 | KEYS | Keysight Technologies In | Stock-Tech | 0.90% | +0.18% | — | |
| 28 | TXN | Texas Instruments Inc | Stock-Tech | 0.89% | +0.69% | — | |
| 29 | FTNT | Fortinet Inc | Stock-Tech | 0.69% | +0.55% | — | |
| 30 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.65% | -0.16% | — | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 0.53% | -0.53% | — | |
| 32 | PTC | Ptc Inc | Stock-Tech | 0.42% | -0.38% | EXIT | |
| 33 | ILMN | Illumina Inc | Stock-Healthcare | 0.25% | — | — | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | — | — | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.23% | +0.30% | +81.50% |
According to official SEC Form 13F filings, Iyo Bank, Ltd. reported a total U.S. public equity portfolio value of $329.5M across 35 disclosed positions in Q3 2024.
During Q3 2024, Iyo Bank, Ltd.'s top holdings by market value included NVDA (11.4%)、MSFT (10.1%)、GOOGL (7.0%). The largest single position, NVDA, represented 11.4% of total portfolio value.
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In Q3 2024, Iyo Bank, Ltd. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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