Latest Iyo Bank, Ltd. Stock Portfolio
$251Million
Equity Portfolio Value
Last Reported on: 19 Apr, 2024
About Iyo Bank, Ltd. and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Iyo Bank, Ltd. reported an equity portfolio of $210.8 Millions as of 31 Dec, 2023.
The top stock holdings of Iyo Bank, Ltd. are MSFT, NVDA, GOOG. The fund has invested 11.8% of it's portfolio in MICROSOFT CORPORATION and 8.3% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off NEXTERA ENERGY INC (NEE) stocks. Iyo Bank, Ltd. opened new stock positions in ILLUMINA INC (ILMN) and FORTINET INC (FTNT). The fund showed a lot of confidence in some stocks as they added substantially to TEXAS INSTRUMENTS INCORPORATED (TXN), APTIV PLC (APTV) and UNITEDHEALTH GROUP INC (UNH).
The top stock holdings of Iyo Bank, Ltd. are MSFT, NVDA, GOOG. The fund has invested 11.8% of it's portfolio in MICROSOFT CORPORATION and 8.3% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off NEXTERA ENERGY INC (NEE) stocks. Iyo Bank, Ltd. opened new stock positions in ILLUMINA INC (ILMN) and FORTINET INC (FTNT). The fund showed a lot of confidence in some stocks as they added substantially to TEXAS INSTRUMENTS INCORPORATED (TXN), APTIV PLC (APTV) and UNITEDHEALTH GROUP INC (UNH).
New Buys
| Ticker | $ Bought |
|---|---|
| ROCKWELL AUTOMATION INC | 1,605,000 |
| NEXTERA ENERGY INC | 1,134,000 |
| ELI LILLY & CO | 311,000 |
New stocks bought by Iyo Bank, Ltd.
Additions
| Ticker | % Inc. |
|---|---|
| UNITEDHEALTH GROUP INC | 289 |
| WALMART INC | 200 |
| TESLA INC | 97.1 |
| NIKE INC | 42.29 |
| ALPHABET INC (CLASS C) | 19.68 |
| APTIV PLC | 16.12 |
| ADOBE INC | 11.33 |
Additions to existing portfolio by Iyo Bank, Ltd.
Reductions
Sold off
Current Stock Holdings of Iyo Bank, Ltd.
Last Reported on: 19 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.56 | 66,690 | 11,436,000 | UNCHANGED | 0.00 | |
| ACN | ACCENTURE PLC | 2.06 | 14,938 | 5,178,000 | UNCHANGED | 0.00 | |
| ADBE | ADOBE INC | 5.67 | 28,210 | 14,235,000 | ADDED | 11.33 | |
| ADSK | AUTODESK INC | 1.61 | 15,505 | 4,038,000 | UNCHANGED | 0.00 | |
| AMZN | AMAZON COM INC | 5.04 | 70,209 | 12,664,000 | UNCHANGED | 0.00 | |
| APTV | APTIV PLC | 1.47 | 46,450 | 3,700,000 | ADDED | 16.12 | |
| CRM | SALESFORCE INC | 5.22 | 43,532 | 13,111,000 | UNCHANGED | 0.00 | |
| DIS | THE WALT DISNEY COMPANY | 4.55 | 93,348 | 11,422,000 | UNCHANGED | 0.00 | |
| ECL | ECOLAB INC | 1.28 | 13,950 | 3,221,000 | UNCHANGED | 0.00 | |
| FTNT | FORTINET INC | 0.23 | 8,500 | 581,000 | UNCHANGED | 0.00 | |
| GOOG | ALPHABET INC (CLASS A) | 7.20 | 119,740 | 18,072,000 | UNCHANGED | 0.00 | |
| GOOG | ALPHABET INC (CLASS C) | 5.30 | 87,390 | 13,306,000 | ADDED | 19.68 | |
| ILMN | ILLUMINA INC | 0.30 | 5,500 | 755,000 | UNCHANGED | 0.00 | |
| INTU | INTUIT INC | 2.12 | 8,183 | 5,319,000 | UNCHANGED | 0.00 | |
| ISRG | INTUITIVE SURGICAL INC | 0.59 | 3,720 | 1,485,000 | UNCHANGED | 0.00 | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 1.00 | 15,985 | 2,500,000 | UNCHANGED | 0.00 | |
| KO | THE COCA COLA COMPANY | 2.11 | 86,390 | 5,285,000 | UNCHANGED | 0.00 | |
| LLY | ELI LILLY & CO | 0.12 | 400 | 311,000 | NEW | ||
| MSFT | MICROSOFT CORPORATION | 11.08 | 66,077 | 27,800,000 | UNCHANGED | 0.00 | |
| NEE | NEXTERA ENERGY INC | 0.45 | 17,750 | 1,134,000 | NEW | ||
| NKE | NIKE INC | 1.62 | 43,370 | 4,076,000 | ADDED | 42.29 | |
| NOW | SERVICENOW INC | 1.50 | 4,924 | 3,754,000 | UNCHANGED | 0.00 | |
| NVDA | NVIDIA CORPORATION | 12.73 | 35,360 | 31,950,000 | UNCHANGED | 0.00 | |
| PG | THE PROCTER & GAMBLE COMPANY | 1.82 | 28,220 | 4,579,000 | UNCHANGED | 0.00 | |
| PLD | PROLOGIS INC | 5.11 | 98,400 | 12,814,000 | UNCHANGED | 0.00 | |
| PTC | PTC INC | 0.49 | 6,505 | 1,229,000 | UNCHANGED | 0.00 | |
| ROK | ROCKWELL AUTOMATION INC | 0.64 | 5,510 | 1,605,000 | NEW | ||
| SHW | THE SHERWIN WILLIAMS COMPANY | 1.71 | 12,320 | 4,279,000 | UNCHANGED | 0.00 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 2.10 | 9,069 | 5,271,000 | UNCHANGED | 0.00 | |
| TSLA | TESLA INC | 0.19 | 2,720 | 478,000 | ADDED | 97.1 | |
| TXN | TEXAS INSTRUMENTS INCORPORATED | 0.84 | 12,140 | 2,115,000 | UNCHANGED | 0.00 | |
| UNH | UNITEDHEALTH GROUP INC | 3.18 | 16,130 | 7,980,000 | ADDED | 289 | |
| V | VISA INC | 3.04 | 27,356 | 7,635,000 | UNCHANGED | 0.00 | |
| WMT | WALMART INC | 3.06 | 127,620 | 7,679,000 | ADDED | 200 |