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CIK: 0001890435
Total reported value
$329.5M
$329.5M
36 檔
36.3%
As reported in its official Q4 2024 Form 13F filing, Iyo Bank, Ltd.'s tracked investment portfolio stood at $329.5M with 36 total positions.
During Q4 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 36.3% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 12.18% | +1.11% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 9.52% | -1.43% | — | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.75% | +0.74% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.71% | -0.20% | — | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.69% | +0.19% | — | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.27% | -0.08% | — | |
| 7 | CRM | Salesforce Inc | Stock-Tech | 4.98% | — | — | |
| 8 | ADBE | Adobe Inc | Stock-Tech | 4.90% | — | — | |
| 9 | DIS | Walt Disney Co/the | Stock-Comm Services | 4.06% | -0.54% | — | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 3.94% | -0.95% | — | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.88% | — | — | |
| 12 | PLD | Prologis Inc | Stock-Real Estate | 3.56% | -0.58% | — | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 3.44% | -0.11% | — | |
| 14 | ADSK | Autodesk Inc | Stock-Tech | 2.10% | -2.07% | EXIT | |
| 15 | INTU | Intuit Inc | Stock-Tech | 2.00% | — | +13.69% | |
| 16 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.94% | +0.14% | — | |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.84% | -0.21% | — | |
| 18 | ACN | Accenture plc | Stock-Tech | 1.80% | — | — | |
| 19 | NOW | Servicenow Inc | Stock-Tech | 1.78% | -0.48% | — | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.62% | -0.36% | — | |
| 21 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.43% | -0.15% | — | |
| 22 | DE | Deere & Co | Stock-Industrials | 1.31% | -0.08% | — | |
| 23 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.26% | — | — | |
| 24 | ECL | Ecolab Inc | Stock-Materials | 1.12% | -0.14% | — | |
| 25 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.08% | +0.48% | — | |
| 26 | APTV | Aptiv PLC | Stock-Consumer Disc | 0.96% | — | — | |
| 27 | KEYS | Keysight Technologies In | Stock-Tech | 0.88% | +0.18% | — | |
| 28 | FTNT | Fortinet Inc | Stock-Tech | 0.81% | +0.55% | — | |
| 29 | TXN | Texas Instruments Inc | Stock-Tech | 0.78% | +0.69% | — | |
| 30 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.66% | -0.16% | — | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 0.43% | -0.53% | — | |
| 32 | PTC | Ptc Inc | Stock-Tech | 0.41% | -0.38% | EXIT | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | — | — | |
| 34 | ILMN | Illumina Inc | Stock-Healthcare | 0.25% | — | — | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.19% | +0.30% | — | |
| 36 | INTC | Intel CORP | Stock-Tech | 0.10% | — | — |
According to official SEC Form 13F filings, Iyo Bank, Ltd. reported a total U.S. public equity portfolio value of $329.5M across 36 disclosed positions in Q4 2024.
During Q4 2024, Iyo Bank, Ltd.'s top holdings by market value included NVDA (12.2%)、MSFT (9.5%)、GOOGL (7.8%). The largest single position, NVDA, represented 12.2% of total portfolio value.
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In Q4 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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