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CIK: 0001890435
Total reported value
$329.5M
$329.5M
51 檔
28.0%
According to the latest 13F quarterly dataset, Iyo Bank, Ltd. managed an equity portfolio of $329.5M at the end of Q1 2025, spanning 51 distinct U.S. exchange-listed positions.
During Q1 2025, Iyo Bank, Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.33% | -1.43% | +16.87% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.96% | +0.74% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.63% | -0.20% | +17.98% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.40% | +0.19% | — | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.36% | — | — | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.30% | -0.08% | — | |
| 7 | ADBE | Adobe Inc | Stock-Tech | 4.26% | — | +6.97% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 3.86% | -0.11% | +7.28% | |
| 9 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.78% | — | — | |
| 10 | CRM | Salesforce Inc | Stock-Tech | 3.76% | — | — | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 3.61% | -0.95% | — | |
| 12 | PLD | Prologis Inc | Stock-Real Estate | 3.54% | -0.58% | — | |
| 13 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.39% | -0.54% | — | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.88% | -0.36% | +85.79% | |
| 15 | ACN | Accenture plc | Stock-Tech | 2.59% | — | +72.30% | |
| 16 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.41% | +0.14% | +37.95% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 2.31% | +1.11% | -75.00% | |
| 18 | INTU | Intuit Inc | Stock-Tech | 2.24% | — | +22.04% | |
| 19 | ADSK | Autodesk Inc | Stock-Tech | 2.05% | -2.07% | EXIT | |
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.99% | -0.21% | — | |
| 21 | TXN | Texas Instruments Inc | Stock-Tech | 1.86% | +0.69% | +164.99% | |
| 22 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.78% | +0.48% | +93.91% | |
| 23 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.70% | -0.15% | +23.05% | |
| 24 | DE | Deere & Co | Stock-Industrials | 1.52% | -0.08% | +11.50% | |
| 25 | KEYS | Keysight Technologies In | Stock-Tech | 1.49% | +0.18% | +93.02% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-Other | 1.29% | — | — | |
| 27 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.27% | — | — | |
| 28 | NOW | Servicenow Inc | Stock-Tech | 1.26% | -0.48% | — | |
| 29 | APTV | Aptiv PLC | Stock-Consumer Disc | 1.22% | — | +37.20% | |
| 30 | ECL | Ecolab Inc | Stock-Materials | 1.14% | -0.14% | — | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 1.01% | -0.53% | +150.42% | |
| 32 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.00% | — | — | |
| 33 | FTNT | Fortinet Inc | Stock-Tech | 0.78% | +0.55% | — | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | +0.30% | +225.90% | |
| 35 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.59% | -0.16% | — | |
| 36 | PTC | Ptc Inc | Stock-Tech | 0.37% | -0.38% | EXIT | |
| 37 | XLE | Ss Energy Select Sector | ETF-Other | 0.34% | -0.19% | — | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.33% | — | — | |
| 39 | XLF | Ss Financial Select Sector | ETF-Other | 0.33% | — | — | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.32% | -1.51% | EXIT | |
| 41 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.32% | — | — | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.32% | — | — | |
| 43 | XLI | Ss Industrial Select Sector | ETF-Other | 0.32% | -0.73% | EXIT | |
| 44 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.32% | — | — | |
| 45 | XLB | Ss Materials Select Sector | ETF-Other | 0.32% | — | — | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | — | — | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.31% | — | — | |
| 48 | XLK | Ss Technology Select Sector | ETF-Tech | 0.31% | -1.44% | EXIT | |
| 49 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.24% | +0.46% | — | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.23% | — | — |
According to official SEC Form 13F filings, Iyo Bank, Ltd. reported a total U.S. public equity portfolio value of $329.5M across 51 disclosed positions in Q1 2025.
During Q1 2025, Iyo Bank, Ltd.'s top holdings by market value included MSFT (9.3%)、GOOGL (6.0%)、AAPL (5.6%). The largest single position, MSFT, represented 9.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, GOOGL, AAPL) accounted for 28.0% of total reported equity market value during Q1 2025.
In Q1 2025, 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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