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CIK: 0001890435
Total reported value
$329.5M
$329.5M
41 檔
30.7%
At the close of Q2 2025, Iyo Bank, Ltd. disclosed equity holdings valued at approximately $329.5M, spread across 41 reported holdings.
During Q2 2025, 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 MSFT, GOOGL, AAPL) accounted for 30.7% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 15.52% | -1.43% | — | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 8.53% | +0.74% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.52% | -0.20% | — | |
| 4 | ADBE | Adobe Inc | Stock-Tech | 5.39% | — | — | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 4.90% | -0.11% | — | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.23% | +1.11% | — | |
| 7 | PLD | Prologis Inc | Stock-Real Estate | 4.18% | -0.58% | — | |
| 8 | INTU | Intuit Inc | Stock-Tech | 3.61% | — | — | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.59% | — | -33.33% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.38% | -0.36% | — | |
| 11 | ACN | Accenture plc | Stock-Tech | 3.11% | — | — | |
| 12 | ADSK | Autodesk Inc | Stock-Tech | 3.04% | -2.07% | EXIT | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 3.03% | -0.95% | -40.00% | |
| 14 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.87% | +0.48% | — | |
| 15 | TXN | Texas Instruments Inc | Stock-Tech | 2.70% | +0.69% | — | |
| 16 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.47% | -0.21% | — | |
| 17 | SHW | Sherwin-williams Co/the | Stock-Materials | 2.10% | -0.15% | — | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.07% | -0.08% | -66.67% | |
| 19 | DE | Deere & Co | Stock-Industrials | 2.07% | -0.08% | — | |
| 20 | NOW | Servicenow Inc | Stock-Tech | 2.05% | -0.48% | — | |
| 21 | KEYS | Keysight Technologies In | Stock-Tech | 2.04% | +0.18% | — | |
| 22 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.78% | -0.54% | -66.67% | |
| 23 | APTV | Aptiv PLC | Stock-Consumer Disc | 1.76% | — | — | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 1.60% | — | -66.67% | |
| 25 | ECL | Ecolab Inc | Stock-Materials | 1.52% | -0.14% | — | |
| 26 | NEE | Nextera Energy Inc | Stock-Utilities | 1.25% | -0.53% | — | |
| 27 | FTNT | Fortinet Inc | Stock-Tech | 1.07% | +0.55% | — | |
| 28 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.82% | -0.16% | — | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.75% | +0.30% | — | |
| 30 | PTC | Ptc Inc | Stock-Tech | 0.52% | -0.38% | EXIT | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.16% | -1.44% | EXIT | |
| 32 | XLI | Ss Industrial Select Sector | ETF-Other | 0.15% | -0.73% | EXIT | |
| 33 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.15% | — | -91.67% | |
| 34 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.15% | — | -66.63% | |
| 35 | XLF | Ss Financial Select Sector | ETF-Other | 0.14% | — | -66.66% | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.14% | -1.51% | EXIT | |
| 37 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.14% | — | -66.60% | |
| 38 | XLB | Ss Materials Select Sector | ETF-Other | 0.14% | — | -66.66% | |
| 39 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.13% | — | -66.67% | |
| 40 | XLE | Ss Energy Select Sector | ETF-Other | 0.13% | -0.19% | -66.67% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-Other | 0.12% | — | -91.66% |
According to official SEC Form 13F filings, Iyo Bank, Ltd. reported a total U.S. public equity portfolio value of $329.5M across 41 disclosed positions in Q2 2025.
During Q2 2025, Iyo Bank, Ltd.'s top holdings by market value included MSFT (15.5%)、GOOGL (8.5%)、AAPL (6.5%). The largest single position, MSFT, represented 15.5% 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 Q2 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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