Latest Iyo Bank, Ltd. Stock Portfolio
Iyo Bank, Ltd. Performance:
2025 Q3: 3.92%YTD: 5.01%2024: 26.02%
Performance for 2025 Q3 is 3.92%, and YTD is 5.01%, and 2024 is 26.02%.
About Iyo Bank, Ltd. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Iyo Bank, Ltd. reported an equity portfolio of $265.1 Millions as of 30 Sep, 2025.
The top stock holdings of Iyo Bank, Ltd. are MSFT, GOOG, AAPL. The fund has invested 15.1% of it's portfolio in MICROSOFT CORP and 11% of portfolio in ALPHABET INC.
The fund managers got completely rid off VANGUARD REAL ESTATE ETF (VB) stocks. They significantly reduced their stock positions in ACCENTURE PLC IRELAND (ACN). Iyo Bank, Ltd. opened new stock positions in ARM HOLDINGS PLC. The fund showed a lot of confidence in some stocks as they added substantially to DISNEY WALT CO (DIS), AMAZON COM INC (AMZN) and SALESFORCE INC (CRM).
The top stock holdings of Iyo Bank, Ltd. are MSFT, GOOG, AAPL. The fund has invested 15.1% of it's portfolio in MICROSOFT CORP and 11% of portfolio in ALPHABET INC.
The fund managers got completely rid off VANGUARD REAL ESTATE ETF (VB) stocks. They significantly reduced their stock positions in ACCENTURE PLC IRELAND (ACN). Iyo Bank, Ltd. opened new stock positions in ARM HOLDINGS PLC. The fund showed a lot of confidence in some stocks as they added substantially to DISNEY WALT CO (DIS), AMAZON COM INC (AMZN) and SALESFORCE INC (CRM).
Iyo Bank, Ltd. Annual Return Estimates Vs S&P 500
Our best estimate is that Iyo Bank, Ltd. made a return of 3.92% in the last quarter. In trailing 12 months, it's portfolio return was 8.87%.
New Buys
| Ticker | $ Bought |
|---|---|
| arm holdings plc | 921,666 |
New stocks bought by Iyo Bank, Ltd.
Additions
| Ticker | % Inc. |
|---|---|
| disney walt co | 197 |
| amazon com inc | 106 |
| salesforce inc | 56.37 |
| eli lilly & co | 2.58 |
Additions to existing portfolio by Iyo Bank, Ltd.
Reductions
| Ticker | % Reduced |
|---|---|
| accenture plc ireland | -15.76 |
Iyo Bank, Ltd. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vanguard real estate etf | -8,882,220 |
Iyo Bank, Ltd. got rid off the above stocks
Sector Distribution
Iyo Bank, Ltd. has about 49.1% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 49.1 |
| Communication Services | 15.5 |
| Consumer Defensive | 8.2 |
| Industrials | 4.6 |
| Financial Services | 4.4 |
| Real Estate | 4.3 |
| Consumer Cyclical | 4 |
| Others | 3.9 |
| Basic Materials | 3.4 |
| Utilities | 1.3 |
| Healthcare | 1.3 |
Market Cap. Distribution
Iyo Bank, Ltd. has about 96.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 64.2 |
| LARGE-CAP | 31.9 |
| UNALLOCATED | 3.9 |
Stocks belong to which Index?
About 96.1% of the stocks held by Iyo Bank, Ltd. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 96.1 |
| Others | 3.9 |
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 41 stocks in it's portfolio. About 63.1% of the portfolio is in top 10 stocks. ACN proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Iyo Bank, Ltd. last quarter.
Last Reported on: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 7.56 | 78,680 | 20,034,300 | unchanged | 0.00 | ||
| ACN | accenture plc ireland | 2.02 | 21,682 | 5,346,780 | reduced | -15.76 | ||
| ADBE | adobe inc | 4.59 | 34,475 | 12,161,100 | unchanged | 0.00 | ||
| ADSK | autodesk inc | 2.91 | 24,290 | 7,716,200 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 4.00 | 48,359 | 10,618,200 | added | 106 | ||
| CRM | salesforce inc | 2.03 | 22,691 | 5,377,770 | added | 56.37 | ||
| DE | deere & co | 1.74 | 10,080 | 4,609,180 | unchanged | 0.00 | ||
| DIS | disney walt co | 4.57 | 105,780 | 12,111,800 | added | 197 | ||
| ECL | ecolab inc | 1.44 | 13,950 | 3,820,350 | unchanged | 0.00 | ||
| FTNT | fortinet inc | 0.79 | 25,050 | 2,106,200 | unchanged | 0.00 | ||
| GOOG | alphabet inc | 10.98 | 119,740 | 29,108,800 | unchanged | 0.00 | ||
| INTU | intuit | 2.92 | 11,353 | 7,753,080 | unchanged | 0.00 | ||
| ISRG | intuitive surgical inc | 0.63 | 3,720 | 1,663,700 | unchanged | 0.00 | ||
| KEYS | keysight technologies inc | 2.04 | 30,855 | 5,397,160 | unchanged | 0.00 | ||
| KO | coca cola co | 2.16 | 86,390 | 5,729,380 | unchanged | 0.00 | ||
| LLY | eli lilly & co | 0.70 | 2,427 | 1,851,800 | added | 2.58 | ||
| MSFT | microsoft corp | 15.09 | 77,222 | 39,997,100 | unchanged | 0.00 | ||
| NEE | nextera energy inc | 1.27 | 44,450 | 3,355,530 | unchanged | 0.00 | ||
| NOW | servicenow inc | 1.71 | 4,924 | 4,531,460 | unchanged | 0.00 | ||
| NVDA | nvidia corporation | 4.67 | 66,300 | 12,370,300 | unchanged | 0.00 | ||