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CIK: 0001890435
Total reported value
$329.5M
$329.5M
37 檔
36.8%
The Q4 2025 SEC filing reveals that Iyo Bank, Ltd. held a total portfolio value of $329.5M, covering 37 public equity positions.
Iyo Bank, Ltd. executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 8 holdings and trimming 0 positions.
In terms of portfolio concentration, the top 5 core holdings (including GOOGL, MSFT, AAPL) accounted for 36.8% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 11.96% | +0.74% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 11.92% | -1.43% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.83% | -0.20% | — | |
| 4 | PLD | Prologis Inc | Stock-Real Estate | 4.01% | -0.58% | — | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.95% | +1.11% | — | |
| 6 | ADBE | Adobe Inc | Stock-Tech | 3.85% | — | — | |
| 7 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.84% | -0.54% | — | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 3.83% | -0.11% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.56% | -0.08% | — | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.54% | +0.19% | — | |
| 11 | INTU | Intuit Inc | Stock-Tech | 3.39% | — | +41.30% | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 3.23% | — | +68.16% | |
| 13 | ACN | Accenture plc | Stock-Tech | 2.76% | — | +48.42% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 2.72% | -0.95% | — | |
| 15 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.65% | +0.48% | — | |
| 16 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.51% | +0.14% | — | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.42% | — | — | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.40% | -0.36% | — | |
| 19 | ADSK | Autodesk Inc | Stock-Tech | 2.30% | -2.07% | EXIT | |
| 20 | KEYS | Keysight Technologies In | Stock-Tech | 2.00% | +0.18% | — | |
| 21 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.93% | -0.21% | — | |
| 22 | NOW | Servicenow Inc | Stock-Tech | 1.81% | -0.48% | +651.10% | |
| 23 | TXN | Texas Instruments Inc | Stock-Tech | 1.78% | +0.69% | — | |
| 24 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.57% | -0.15% | — | |
| 25 | APTV | Aptiv PLC | Stock-Consumer Disc | 1.55% | — | — | |
| 26 | DE | Deere & Co | Stock-Industrials | 1.50% | -0.08% | — | |
| 27 | ECL | Ecolab Inc | Stock-Materials | 1.17% | -0.14% | — | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 1.14% | -0.53% | — | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.83% | +0.30% | — | |
| 30 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.67% | -0.16% | — | |
| 31 | FTNT | Fortinet Inc | Stock-Tech | 0.63% | +0.55% | — | |
| 32 | PTC | Ptc Inc | Stock-Tech | 0.41% | -0.38% | EXIT | |
| 33 | XLV | Ss Health Care Select Sector | ETF-Other | 0.32% | — | +184.33% | |
| 34 | XLK | Ss Technology Select Sector | ETF-Tech | 0.32% | -1.44% | EXIT | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.31% | -1.51% | EXIT | |
| 36 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.23% | +0.46% | — | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.16% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce Inc | +1.2% | +68.16% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +1% | — | Unchanged |
| 3 | ACN | Accenture plc | +0.7% | +48.42% | Add |
| 4 | INTU | Intuit Inc | +0.5% | +41.30% | Add |
| 5 | XLV | Ss Health Care Select Sector | +0.2% | +184.33% | Add |
| 6 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +438.05% | Add |
| 7 | XLK | Ss Technology Select Sector | +0.2% | +348.22% | Add |
| 8 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 9 | NOW | Servicenow Inc | +0.1% | +651.10% | Add |
| 10 | ISRG | Intuitive Surgical Inc | 0% | — | Unchanged |
| 11 | KEYS | Keysight Technologies In | 0% | — | Unchanged |
| 12 | ARM | Arm Holdings Plc-adr | -0.1% | — | Unchanged |
| 13 | NEE | Nextera Energy Inc | -0.1% | — | Unchanged |
| 14 | FTNT | Fortinet Inc | -0.2% | — | Unchanged |
| 15 | ROK | Rockwell Automation Inc | -0.2% | — | Unchanged |
| 16 | PTC | Ptc Inc | -0.2% | — | Unchanged |
| 17 | KO | Coca-cola Co/the | -0.2% | — | Unchanged |
| 18 | PLD | Prologis Inc | -0.2% | — | Unchanged |
| 19 | DE | Deere & Co | -0.2% | — | Unchanged |
| 20 | WMT | Walmart Inc | -0.3% | — | Unchanged |
| 21 | ECL | Ecolab Inc | -0.3% | — | Unchanged |
| 22 | SHW | Sherwin-williams Co/the | -0.4% | — | Unchanged |
| 23 | AMZN | Amazon.com Inc | -0.5% | — | Unchanged |
| 24 | TXN | Texas Instruments Inc | -0.5% | — | Unchanged |
| 25 | APTV | Aptiv PLC | -0.5% | — | Unchanged |
| 26 | V | Visa Inc-class A Shares | -0.6% | — | Unchanged |
| 27 | ADSK | Autodesk Inc | -0.6% | — | Unchanged |
| 28 | PG | Procter & Gamble Co/the | -0.6% | — | Unchanged |
| 29 | NVDA | Nvidia CORP | -0.7% | — | Unchanged |
| 30 | AAPL | Apple Inc | -0.7% | — | Unchanged |
| 31 | DIS | Walt Disney Co/the | -0.7% | — | Unchanged |
| 32 | ADBE | Adobe Inc | -0.7% | — | Unchanged |
| 33 | MSFT | Microsoft CORP | -3.2% | — | Unchanged |
| 34 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 35 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 36 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 37 | TSLA | Tesla Inc | — | NEW | New buy |
| 38 | XLY | Ss Consumer Disc Select Sect | — | EXIT | Sold out |
| 39 | XLC | Ss Comm Select Sector Spdr | — | EXIT | Sold out |
| 40 | XLI | Ss Industrial Select Sector | — | EXIT | Sold out |
| 41 | XLF | Ss Financial Select Sector | — | EXIT | Sold out |
| 42 | XLB | Ss Materials Select Sector | — | EXIT | Sold out |
| 43 | XLRE | Ss Real Estate Select Sector | — | EXIT | Sold out |
| 44 | XLE | Ss Energy Select Sector | — | EXIT | Sold out |
| 45 | XLP | Ss Consumer Staples Sel Sect | — | 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 37 disclosed positions in Q4 2025.
During Q4 2025, Iyo Bank, Ltd.'s top holdings by market value included GOOGL (12.0%)、MSFT (11.9%)、AAPL (6.8%). The largest single position, GOOGL, represented 12.0% 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.
Top New Position Initiated
GOOG
市值: $11.1M
Top Position Liquidated / Trimmed
XLY
前期市值: $405.7K
In Q4 2025, Iyo Bank, Ltd. made 19 total portfolio adjustments, initiating 4 new buys, adding to 7 positions, trimming 0 holdings, and fully liquidating 8 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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