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CIK: 0001890435
Total reported value
$329.5M
$329.5M
41 檔
34.5%
As reported in its official Q3 2025 Form 13F filing, Iyo Bank, Ltd.'s tracked investment portfolio stood at $329.5M with 41 total positions.
In Q3 2025, Iyo Bank, Ltd. adopted a defensive or profit-taking posture, trimming 17 positions and completely liquidating 10 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, GOOGL, AAPL) accounted for 34.5% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 15.09% | -1.43% | — | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 10.98% | +0.74% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.56% | -0.20% | — | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.67% | +1.11% | — | |
| 5 | ADBE | Adobe Inc | Stock-Tech | 4.59% | — | — | |
| 6 | DIS | Walt Disney Co/the | Stock-Comm Services | 4.57% | -0.54% | +197.28% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 4.40% | -0.11% | — | |
| 8 | PLD | Prologis Inc | Stock-Real Estate | 4.25% | -0.58% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.01% | -0.08% | +106.64% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.04% | -0.36% | — | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 2.98% | -0.95% | — | |
| 12 | INTU | Intuit Inc | Stock-Tech | 2.92% | — | — | |
| 13 | ADSK | Autodesk Inc | Stock-Tech | 2.91% | -2.07% | EXIT | |
| 14 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.81% | +0.48% | — | |
| 15 | TXN | Texas Instruments Inc | Stock-Tech | 2.23% | +0.69% | — | |
| 16 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.16% | -0.21% | — | |
| 17 | APTV | Aptiv PLC | Stock-Consumer Disc | 2.07% | — | — | |
| 18 | KEYS | Keysight Technologies In | Stock-Tech | 2.04% | +0.18% | — | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 2.03% | — | +56.37% | |
| 20 | ACN | Accenture plc | Stock-Tech | 2.02% | — | -15.76% | |
| 21 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.98% | -0.15% | — | |
| 22 | DE | Deere & Co | Stock-Industrials | 1.74% | -0.08% | — | |
| 23 | NOW | Servicenow Inc | Stock-Tech | 1.71% | -0.48% | — | |
| 24 | ECL | Ecolab Inc | Stock-Materials | 1.44% | -0.14% | — | |
| 25 | NEE | Nextera Energy Inc | Stock-Utilities | 1.27% | -0.53% | — | |
| 26 | FTNT | Fortinet Inc | Stock-Tech | 0.79% | +0.55% | — | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | +0.30% | +2.58% | |
| 28 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.63% | -0.16% | — | |
| 29 | PTC | Ptc Inc | Stock-Tech | 0.57% | -0.38% | EXIT | |
| 30 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.35% | +0.46% | — | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.16% | -1.44% | EXIT | |
| 32 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.15% | — | — | |
| 33 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.15% | — | — | |
| 34 | XLI | Ss Industrial Select Sector | ETF-Other | 0.15% | -0.73% | EXIT | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.14% | -1.51% | EXIT | |
| 36 | XLF | Ss Financial Select Sector | ETF-Other | 0.14% | — | — | |
| 37 | XLB | Ss Materials Select Sector | ETF-Other | 0.13% | — | — | |
| 38 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.13% | — | — | |
| 39 | XLE | Ss Energy Select Sector | ETF-Other | 0.13% | -0.19% | — | |
| 40 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.12% | — | — | |
| 41 | XLV | Ss Health Care Select Sector | ETF-Other | 0.12% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +5.8% | — | Unchanged |
| 2 | GOOGL | Alphabet Inc-cl A | +5% | — | Unchanged |
| 3 | NVDA | Nvidia CORP | +2.4% | — | Unchanged |
| 4 | AAPL | Apple Inc | +1.9% | — | Unchanged |
| 5 | DIS | Walt Disney Co/the | +1.2% | +197.28% | Trim |
| 6 | ROK | Rockwell Automation Inc | +1% | — | Unchanged |
| 7 | ADSK | Autodesk Inc | +0.9% | — | Unchanged |
| 8 | APTV | Aptiv PLC | +0.9% | — | Unchanged |
| 9 | PLD | Prologis Inc | +0.7% | — | Unchanged |
| 10 | INTU | Intuit Inc | +0.7% | — | Unchanged |
| 11 | KEYS | Keysight Technologies In | +0.6% | — | Unchanged |
| 12 | V | Visa Inc-class A Shares | +0.5% | — | Unchanged |
| 13 | NOW | Servicenow Inc | +0.5% | — | Unchanged |
| 14 | TXN | Texas Instruments Inc | +0.4% | — | Unchanged |
| 15 | ADBE | Adobe Inc | +0.3% | — | Unchanged |
| 16 | ECL | Ecolab Inc | +0.3% | — | Unchanged |
| 17 | SHW | Sherwin-williams Co/the | +0.3% | — | Unchanged |
| 18 | NEE | Nextera Energy Inc | +0.3% | — | Unchanged |
| 19 | DE | Deere & Co | +0.2% | — | Unchanged |
| 20 | PTC | Ptc Inc | +0.2% | — | Unchanged |
| 21 | KO | Coca-cola Co/the | +0.2% | — | Unchanged |
| 22 | PG | Procter & Gamble Co/the | +0.2% | — | Unchanged |
| 23 | ARM | Arm Holdings Plc-adr | +0.1% | — | Trim |
| 24 | LLY | Eli Lilly & Co | +0.1% | +2.58% | Add |
| 25 | ISRG | Intuitive Surgical Inc | 0% | — | Unchanged |
| 26 | FTNT | Fortinet Inc | 0% | — | Unchanged |
| 27 | XLK | Ss Technology Select Sector | -0.2% | — | Trim |
| 28 | XLI | Ss Industrial Select Sector | -0.2% | — | Trim |
| 29 | XLY | Ss Consumer Disc Select Sect | -0.2% | — | Trim |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.2% | — | Trim |
| 31 | XLRE | Ss Real Estate Select Sector | -0.2% | — | Trim |
| 32 | XLF | Ss Financial Select Sector | -0.2% | — | Trim |
| 33 | XLB | Ss Materials Select Sector | -0.2% | — | Trim |
| 34 | XLE | Ss Energy Select Sector | -0.2% | — | Trim |
| 35 | XLP | Ss Consumer Staples Sel Sect | -0.2% | — | Trim |
| 36 | AMZN | Amazon.com Inc | -0.3% | +106.64% | Trim |
| 37 | ACN | Accenture plc | -0.6% | -15.76% | Trim |
| 38 | WMT | Walmart Inc | -0.6% | — | Trim |
| 39 | XLC | Ss Comm Select Sector Spdr | -1.1% | — | Trim |
| 40 | XLV | Ss Health Care Select Sector | -1.2% | — | Trim |
| 41 | CRM | Salesforce Inc | -1.7% | +56.37% | Trim |
| 42 | GOOG | Alphabet Inc-cl C | — | EXIT | Sold out |
| 43 | VNQ | Vanguard Real Estate ETF | — | EXIT | Sold out |
| 44 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 45 | TMO | Thermo Fisher Scientific Inc | — | EXIT | Sold out |
| 46 | NKE | Nike Inc -cl B | — | EXIT | Sold out |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | — | EXIT | Sold out |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | Sold out |
| 49 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | Sold out |
| 50 | TSLA | Tesla Inc | — | EXIT | Sold out |
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 Q3 2025.
During Q3 2025, Iyo Bank, Ltd.'s top holdings by market value included MSFT (15.1%)、GOOGL (11.0%)、AAPL (7.6%). The largest single position, MSFT, represented 15.1% of total portfolio value.
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Top Position Liquidated / Trimmed
GOOG
前期市值: $13.7M
In Q3 2025, Iyo Bank, Ltd. made 28 total portfolio adjustments, initiating 0 new buys, adding to 1 positions, trimming 17 holdings, and fully liquidating 10 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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