Latest Iyo Bank, Ltd. Stock Portfolio
$281Million | No. of Holdings #35
Iyo Bank, Ltd. Performance
2026 Q1-6.46%
YTD-6.46%
2025+9.41%
About Iyo Bank, Ltd. and 13F Hedge Fund Stock Holdings
On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Iyo Bank, Ltd. reported an equity portfolio of $281.1 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Iyo Bank, Ltd. are GOOG, MSFT, AAPL. The fund has invested 12.2% of it's portfolio in ALPHABET INC and 10.2% of portfolio in MICROSOFT CORP. <br><br> The fund managers got completely rid off ADOBE INC (ADBE), INTUIT (INTU) and SALESFORCE INC (CRM) stocks. Iyo Bank, Ltd. opened new stock positions in BROADCOM INC (AVGO), KLA CORP (KLAC) and MICRON TECHNOLOGY INC (MU). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), ELI LILLY & CO (LLY) and NEXTERA ENERGY INC (NEE).
Iyo Bank, Ltd. Equity Portfolio Value
Last Reported on: 13 May, 2026
$281Million
as of May 13, 2026Iyo Bank, Ltd. Annual Return Estimates Vs S&P 500
Our best estimate is that Iyo Bank, Ltd. made a return of -6.46% in the last quarter. In trailing 12 months, it's portfolio return was 10.58%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| broadcom inc | 7,486,740 |
| kla corp | 3,968,140 |
| micron technology inc | 3,282,790 |
| select sector spdr tr | 2,079,720 |
| select sector spdr tr | 2,046,860 |
New stocks bought by Iyo Bank, Ltd.
Additions
| Ticker | % Inc. |
|---|---|
| select sector spdr tr | 337 |
| select sector spdr tr | 303 |
| eli lilly & co | 231 |
| nextera energy inc | 85.83 |
| servicenow inc | 72.69 |
| arm holdings plc | 33.37 |
| fortinet inc | 25.75 |
| walmart inc | 25.47 |
Additions to existing portfolio by Iyo Bank, Ltd.
Reductions
None of the existing positions were reduced by Iyo Bank, Ltd.
Sold off
| Ticker | $ Sold |
|---|---|
| aptiv plc | -4,849,220 |
| salesforce inc | -10,108,200 |
| adobe inc | -12,065,900 |
| accenture plc ireland | -8,634,160 |
| unitedhealth group inc | -7,576,360 |
| intuit | -10,626,500 |
| select sector spdr tr | -1,005,740 |
Iyo Bank, Ltd. got rid off the above stocks
Sector Distribution
Iyo Bank, Ltd. has about 38.2% of it's holdings in Technology sector.
- Technology
- Communication Services
- Consumer Defensive
- Healthcare
- Others
- Industrials
- Real Estate
- Financial Services
- Consumer Cyclical
- Basic Materials
- Utilities
| Sector | % |
|---|---|
| Technology | 38.2 |
| Communication Services | 19.5 |
| Consumer Defensive | 9.3 |
| Healthcare | 5.6 |
| Others | 4.9 |
| Industrials | 4.7 |
| Real Estate | 4.6 |
| Financial Services | 3.7 |
| Consumer Cyclical | 3.7 |
| Basic Materials | 3 |
| Utilities | 2.7 |
Market Cap. Distribution
Iyo Bank, Ltd. has about 95.1% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- LARGE-CAP
- UNALLOCATED
| Category | % |
|---|---|
| MEGA-CAP | 63.1 |
| LARGE-CAP | 32 |
| UNALLOCATED | 4.9 |
Stocks belong to which Index?
About 95.1% 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 | 95.1 |
| Others | 4.9 |
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 35 stocks in it's portfolio. About 57.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. KEYS was the most profitable stock for Iyo Bank, Ltd. last quarter.
$281.13MTotal Value
42.00Positions
13 May, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 7.62% | 84,350 | $21.41M 7.62% | 7.21%increased 7.21 percentadded | ||
 Accenture Plc Ireland Iyo Bank, Ltd.'s holding in Accenture Plc Ireland over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
| 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | ||
 Autodesk Inc Autodesk IncADSK Iyo Bank, Ltd.'s holding in Autodesk Inc over time | 2.07% | 24,290 | $5.82M 2.07% | 0%unchanged 0 percentunchanged | |
 Amazon Com Inc Amazon Com Inc AMZN Iyo Bank, Ltd.'s holding in Amazon Com Inc over time | 3.58% | 48,359 | $10.07M 3.58% | 0%unchanged 0 percentunchanged | |
 Broadcom Inc Broadcom Inc AVGO Iyo Bank, Ltd.'s holding in Broadcom Inc over time | 2.66% | 24,189 | $7.49M 2.66% | Newnew position | |
 Salesforce Inc Iyo Bank, Ltd.'s holding in Salesforce Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Deere & Co Iyo Bank, Ltd.'s holding in Deere & Co over time | 2.02% | 10,080 | $5.68M 2.02% | 0%unchanged 0 percentunchanged | |
 Disney Walt Co Disney Walt Co DIS Iyo Bank, Ltd.'s holding in Disney Walt Co over time | 3.63% | 105,780 | $10.20M 3.63% | 0%unchanged 0 percentunchanged | |
 Ecolab Inc Ecolab IncECL Iyo Bank, Ltd.'s holding in Ecolab Inc over time | 1.32% | 13,950 | $3.71M 1.32% | 0%unchanged 0 percentunchanged | |
 Fortinet Inc Fortinet Inc FTNT Iyo Bank, Ltd.'s holding in Fortinet Inc over time | 0.92% | 31,501 | $2.57M 0.92% | 25.75%increased 25.75 percentadded | |
 Alphabet Inc Alphabet IncGOOG Iyo Bank, Ltd.'s holding in Alphabet Inc over time | 12.25% | 119,740 | $34.43M 12.25% | 0%unchanged 0 percentunchanged | |
Alphabet Inc Alphabet IncGOOG Iyo Bank, Ltd.'s holding in Alphabet Inc over time | 3.6% | 35,329 | $10.13M 3.6% | 0%unchanged 0 percentunchanged | |
| 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | ||
 Intuitive Surgical Inc Iyo Bank, Ltd.'s holding in Intuitive Surgical Inc over time | 0.61% | 3,720 | $1.71M 0.61% | 0%unchanged 0 percentunchanged | |
 Keysight Technologies Inc Iyo Bank, Ltd.'s holding in Keysight Technologies Inc over time | 3.1% | 30,855 | $8.71M 3.1% | 0%unchanged 0 percentunchanged | |
| 1.41% | 2,695 | $3.97M 1.41% | Newnew position | ||
 Coca Cola Co Coca Cola Co KO Iyo Bank, Ltd.'s holding in Coca Cola Co over time | 2.34% | 86,390 | $6.57M 2.34% | 0%unchanged 0 percentunchanged | |
 Eli Lilly & Co Eli Lilly & Co LLY Iyo Bank, Ltd.'s holding in Eli Lilly & Co over time | 2.63% | 8,039 | $7.39M 2.63% | 231.23%increased 231.23 percentadded | |
 Microsoft Corp Microsoft CorpMSFT Iyo Bank, Ltd.'s holding in Microsoft Corp over time | 10.17% | 77,222 | $28.59M 10.17% | 0%unchanged 0 percentunchanged | |
