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CIK: 0001890435
Total reported value
$329.5M
$329.5M
35 檔
33.2%
In Q1 2026, Iyo Bank, Ltd.'s U.S. equity holdings reached a combined market value of $329.5M, distributed across 35 disclosed stock positions.
In Q1 2026, Iyo Bank, Ltd. displayed an active expansion posture, initiating 5 new positions and adding to 9 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including GOOGL, MSFT, AAPL) accounted for 33.2% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 12.25% | +0.74% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 10.17% | -1.43% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.61% | -0.20% | +7.21% | |
| 4 | PLD | Prologis Inc | Stock-Real Estate | 4.63% | -0.58% | — | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 4.25% | -0.95% | +25.47% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.11% | +1.11% | — | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 3.67% | -0.11% | — | |
| 8 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.63% | -0.54% | — | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.60% | +0.19% | — | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.58% | -0.08% | — | |
| 11 | KEYS | Keysight Technologies In | Stock-Tech | 3.10% | +0.18% | — | |
| 12 | NEE | Nextera Energy Inc | Stock-Utilities | 2.73% | -0.53% | +85.83% | |
| 13 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.73% | +0.48% | — | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.69% | -0.36% | — | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 2.66% | +0.11% | — | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.63% | +0.30% | +231.23% | |
| 17 | NOW | Servicenow Inc | Stock-Tech | 2.38% | -0.48% | +72.69% | |
| 18 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.37% | +0.14% | — | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.34% | -0.21% | — | |
| 20 | TXN | Texas Instruments Inc | Stock-Tech | 2.22% | +0.69% | — | |
| 21 | ADSK | Autodesk Inc | Stock-Tech | 2.07% | -2.07% | EXIT | |
| 22 | DE | Deere & Co | Stock-Industrials | 2.02% | -0.08% | — | |
| 23 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.73% | -0.15% | — | |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.51% | -1.51% | EXIT | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 1.44% | -1.44% | EXIT | |
| 26 | KLAC | Kla CORP | Stock-Tech | 1.41% | +1.06% | — | |
| 27 | ECL | Ecolab Inc | Stock-Materials | 1.32% | -0.14% | — | |
| 28 | MU | Micron Technology Inc | Stock-Tech | 1.17% | +3.84% | — | |
| 29 | FTNT | Fortinet Inc | Stock-Tech | 0.92% | +0.55% | +25.75% | |
| 30 | XLE | Ss Energy Select Sector | ETF-Other | 0.74% | -0.19% | — | |
| 31 | XLI | Ss Industrial Select Sector | ETF-Other | 0.73% | -0.73% | EXIT | |
| 32 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.61% | -0.16% | — | |
| 33 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.47% | +0.46% | +33.37% | |
| 34 | PTC | Ptc Inc | Stock-Tech | 0.38% | -0.38% | EXIT | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.15% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +1.8% | +231.23% | Add |
| 2 | NEE | Nextera Energy Inc | +1.6% | +85.83% | Add |
| 3 | WMT | Walmart Inc | +1.5% | +25.47% | Add |
| 4 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +1.2% | +303.70% | Add |
| 5 | XLK | Ss Technology Select Sector | +1.1% | +337.79% | Add |
| 6 | KEYS | Keysight Technologies In | +1.1% | — | Unchanged |
| 7 | AAPL | Apple Inc | +0.8% | +7.21% | Add |
| 8 | PLD | Prologis Inc | +0.6% | — | Unchanged |
| 9 | NOW | Servicenow Inc | +0.6% | +72.69% | Add |
| 10 | DE | Deere & Co | +0.5% | — | Unchanged |
| 11 | TXN | Texas Instruments Inc | +0.4% | — | Unchanged |
| 12 | KO | Coca-cola Co/the | +0.4% | — | Unchanged |
| 13 | GOOGL | Alphabet Inc-cl A | +0.3% | — | Unchanged |
| 14 | PG | Procter & Gamble Co/the | +0.3% | — | Unchanged |
| 15 | FTNT | Fortinet Inc | +0.3% | +25.75% | Add |
| 16 | ARM | Arm Holdings Plc-adr | +0.2% | +33.37% | Add |
| 17 | NVDA | Nvidia CORP | +0.2% | — | Unchanged |
| 18 | SHW | Sherwin-williams Co/the | +0.2% | — | Unchanged |
| 19 | ECL | Ecolab Inc | +0.2% | — | Unchanged |
| 20 | ROK | Rockwell Automation Inc | +0.1% | — | Unchanged |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 22 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 23 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 24 | PTC | Ptc Inc | 0% | — | Unchanged |
| 25 | ISRG | Intuitive Surgical Inc | -0.1% | — | Unchanged |
| 26 | TMO | Thermo Fisher Scientific Inc | -0.1% | — | Unchanged |
| 27 | V | Visa Inc-class A Shares | -0.2% | — | Unchanged |
| 28 | DIS | Walt Disney Co/the | -0.2% | — | Unchanged |
| 29 | ADSK | Autodesk Inc | -0.2% | — | Unchanged |
| 30 | MSFT | Microsoft CORP | -1.8% | — | Unchanged |
| 31 | ADBE | Adobe Inc | — | EXIT | Sold out |
| 32 | INTU | Intuit Inc | — | EXIT | Sold out |
| 33 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 34 | ACN | Accenture plc | — | EXIT | Sold out |
| 35 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 36 | AVGO | Broadcom Inc | — | NEW | New buy |
| 37 | APTV | Aptiv PLC | — | EXIT | Sold out |
| 38 | KLAC | Kla CORP | — | NEW | New buy |
| 39 | MU | Micron Technology Inc | — | NEW | New buy |
| 40 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 41 | XLI | Ss Industrial Select Sector | — | NEW | New buy |
| 42 | XLV | Ss Health Care Select Sector | — | 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 35 disclosed positions in Q1 2026.
During Q1 2026, Iyo Bank, Ltd.'s top holdings by market value included GOOGL (12.3%)、MSFT (10.2%)、AAPL (7.6%). The largest single position, GOOGL, represented 12.3% of total portfolio value.
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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
AVGO
市值: $7.5M
Top Position Liquidated / Trimmed
ADBE
前期市值: $12.1M
In Q1 2026, Iyo Bank, Ltd. made 21 total portfolio adjustments, initiating 5 new buys, adding to 9 positions, trimming 0 holdings, and fully liquidating 7 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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