Latest Iyo Bank, Ltd. Stock Portfolio
$329Million | No. of Holdings #32
Iyo Bank, Ltd. Performance
2026 Q2+17.45%
YTD+9.86%
2025+9.41%
About Iyo Bank, Ltd. and 13F Hedge Fund Stock Holdings
On 2026-08-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Iyo Bank, Ltd. reported an equity portfolio of $329.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Iyo Bank, Ltd. are GOOG, MSFT, AAPL. The fund has invested 13% of it's portfolio in ALPHABET INC (CLASS A) and 8.7% of portfolio in MICROSOFT CORPORATION. <br><br> The fund managers got completely rid off AUTODESK INC (ADSK), SELECT SECTOR SPDR TR (XLB) and PTC INC (PTC) stocks. They significantly reduced their stock positions in SERVICENOW INC (NOW). Iyo Bank, Ltd. opened new stock positions in LINDE PLC (LIN) and QUANTA SERVICES INC (PWR). The fund showed a lot of confidence in some stocks as they added substantially to MICRON TECHNOLOGY INC (MU), NVIDIA CORPORATION (NVDA) and THERMO FISHER SCIENTIFIC INC (TMO).
Iyo Bank, Ltd. Equity Portfolio Value
Last Reported on: 12 Aug, 2026
$329Million
as of Aug 12, 2026Iyo Bank, Ltd. Annual Return Estimates Vs S&P 500
Our best estimate is that Iyo Bank, Ltd. made a return of 17.45% in the last quarter. In trailing 12 months, it's portfolio return was 18.56%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| linde plc | 4,985,460 |
| quanta services inc | 3,116,330 |
New stocks bought by Iyo Bank, Ltd.
Additions
| Ticker | % Inc. |
|---|---|
| micron technology inc | 47.14 |
| nvidia corporation | 29.69 |
| thermo fisher scientific inc | 21.64 |
Additions to existing portfolio by Iyo Bank, Ltd.
Reductions
| Ticker | % Reduced |
|---|---|
| servicenow inc | -1.26 |
Iyo Bank, Ltd. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| select sector spdr tr | -4,238,310 |
| select sector spdr tr | -4,039,630 |
| autodesk inc | -5,815,030 |
| select sector spdr tr | -2,046,860 |
| ptc inc | -1,059,410 |
Iyo Bank, Ltd. got rid off the above stocks
Sector Distribution
Iyo Bank, Ltd. has about 41.2% of it's holdings in Technology sector.
- Technology
- Communication Services
- Consumer Defensive
- Industrials
- Healthcare
- Basic Materials
- Real Estate
- Financial Services
- Consumer Cyclical
- Utilities
- Others
| Sector | % |
|---|---|
| Technology | 41.2 |
| Communication Services | 19.9 |
| Consumer Defensive | 7.8 |
| Industrials | 6.1 |
| Healthcare | 5.9 |
| Basic Materials | 4.3 |
| Real Estate | 4 |
| Financial Services | 3.6 |
| Consumer Cyclical | 3.6 |
| Utilities | 2.2 |
| Others | 1.5 |
Market Cap. Distribution
Iyo Bank, Ltd. has about 98.5% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- LARGE-CAP
- UNALLOCATED
| Category | % |
|---|---|
| MEGA-CAP | 73.2 |
| LARGE-CAP | 25.3 |
| UNALLOCATED | 1.5 |
Stocks belong to which Index?
About 98.5% of the stocks held by Iyo Bank, Ltd. either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
| Index | % |
|---|---|
| S&P 500 | 98.5 |
| Others | 1.5 |
Iyo Bank, Ltd. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Iyo Bank, Ltd.
Iyo Bank, Ltd. has 32 stocks in it's portfolio. About 57.6% of the portfolio is in top 10 stocks. WMT proved to be the most loss making stock for the portfolio. MU was the most profitable stock for Iyo Bank, Ltd. last quarter.
$329.49MTotal Value
37.00Positions
12 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 7.41% | 84,350 | $24.41M 7.41% | 0%unchanged 0 percentunchanged | ||
 Autodesk Inc Autodesk IncADSK Iyo Bank, Ltd.'s holding in Autodesk Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Amazon Com Inc Amazon Com IncAMZN Iyo Bank, Ltd.'s holding in Amazon Com Inc over time | 3.5% | 48,359 | $11.53M 3.5% | 0%unchanged 0 percentunchanged | |
 Broadcom Inc Broadcom IncAVGO Iyo Bank, Ltd.'s holding in Broadcom Inc over time | 2.77% | 24,189 | $9.14M 2.77% | 0%unchanged 0 percentunchanged | |
 Deere & Company Iyo Bank, Ltd.'s holding in Deere & Company over time | 1.94% | 10,080 | $6.39M 1.94% | 0%unchanged 0 percentunchanged | |
 The Walt Disney Company Iyo Bank, Ltd.'s holding in The Walt Disney Company over time | 3.09% | 105,780 | $10.18M 3.09% | 0%unchanged 0 percentunchanged | |
 Ecolab Inc Ecolab IncECL Iyo Bank, Ltd.'s holding in Ecolab Inc over time | 1.18% | 13,950 | $3.89M 1.18% | 0%unchanged 0 percentunchanged | |
 Fortinet Inc Fortinet IncFTNT Iyo Bank, Ltd.'s holding in Fortinet Inc over time | 1.47% | 31,501 | $4.84M 1.47% | 0%unchanged 0 percentunchanged | |
 Alphabet Inc (Class A) Iyo Bank, Ltd.'s holding in Alphabet Inc (Class A) over time | 12.99% | 119,740 | $42.79M 12.99% | 0%unchanged 0 percentunchanged | |
Alphabet Inc (Class C) Iyo Bank, Ltd.'s holding in Alphabet Inc (Class C) over time | 3.79% | 35,329 | $12.48M 3.79% | 0%unchanged 0 percentunchanged | |
 Intuitive Surgical Inc Iyo Bank, Ltd.'s holding in Intuitive Surgical Inc over time | 0.45% | 3,720 | $1.48M 0.45% | 0%unchanged 0 percentunchanged | |
 Keysight Technologies Inc Iyo Bank, Ltd.'s holding in Keysight Technologies Inc over time | 3.28% | 30,855 | $10.80M 3.28% | 0%unchanged 0 percentunchanged | |
 Kla Corporation Kla CorporationKLAC Iyo Bank, Ltd.'s holding in Kla Corporation over time | 2.47% | 26,950 | $8.13M 2.47% | 0%unchanged 0 percentunchanged | |
 The Coca Cola Company Iyo Bank, Ltd.'s holding in The Coca Cola Company over time | 2.13% | 86,390 | $7.02M 2.13% | 0%unchanged 0 percentunchanged | |
| 1.51% | 9,607 | $4.99M 1.51% | Newnew position | ||
 Eli Lilly And Company Iyo Bank, Ltd.'s holding in Eli Lilly And Company over time | 2.93% | 8,039 | $9.64M 2.93% | 0%unchanged 0 percentunchanged | |
 Microsoft Corporation Iyo Bank, Ltd.'s holding in Microsoft Corporation over time | 8.74% | 77,222 | $28.81M 8.74% | 0%unchanged 0 percentunchanged | |
 Micron Technology Inc Iyo Bank, Ltd.'s holding in Micron Technology Inc over time | 5.01% | 14,298 | $16.50M 5.01% | 47.14%increased 47.14 percentadded | |
 Nextera Energy Inc Iyo Bank, Ltd.'s holding in Nextera Energy Inc over time | 2.2% | 82,603 | $7.25M 2.2% | 0%unchanged 0 percentunchanged | |
 Servicenow Inc Iyo Bank, Ltd.'s holding in Servicenow Inc over time | 1.9% | 63,064 | $6.26M 1.9% | 1.26%decreased 1.26 percentreduced | |
