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%
Performance for 2026 Q1 is -6.46%, and YTD is -6.46%, and 2025 is 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.
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.
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).
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.
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
Iyo 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
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.
Last Reported on: 13 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 7.62 | 84,350 | 21,407,200 | added | 7.21 | ||
| ACN | accenture plc ireland | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADBE | adobe inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADSK | autodesk inc | 2.07 | 24,290 | 5,815,030 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 3.58 | 48,359 | 10,071,700 | unchanged | 0.00 | ||
| AVGO | broadcom inc | 2.66 | 24,189 | 7,486,740 | new | |||
| CRM | salesforce inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| DE | deere & co | 2.02 | 10,080 | 5,678,060 | unchanged | 0.00 | ||
| DIS | disney walt co | 3.63 | 105,780 | 10,195,100 | unchanged | 0.00 | ||
| ECL | ecolab inc | 1.32 | 13,950 | 3,710,980 | unchanged | 0.00 | ||
| FTNT | fortinet inc | 0.92 | 31,501 | 2,574,260 | added | 25.75 | ||
| GOOG | alphabet inc | 12.25 | 119,740 | 34,432,400 | unchanged | 0.00 | ||
| GOOG | alphabet inc | 3.60 | 35,329 | 10,134,500 | unchanged | 0.00 | ||
| INTU | intuit | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ISRG | intuitive surgical inc | 0.61 | 3,720 | 1,714,880 | unchanged | 0.00 | ||
| KEYS | keysight technologies inc | 3.10 | 30,855 | 8,712,530 | unchanged | 0.00 | ||
| KLAC | kla corp | 1.41 | 2,695 | 3,968,140 | new | |||
| KO | coca cola co | 2.34 | 86,390 | 6,569,960 | unchanged | 0.00 | ||
| LLY | eli lilly & co | 2.63 | 8,039 | 7,394,030 | added | 231 | ||
| MSFT | microsoft corp | 10.17 | 77,222 | 28,585,300 | unchanged | 0.00 | ||