Latest Iyo Bank, Ltd. Stock Portfolio
Iyo Bank, Ltd. Performance:
2025 Q4: 3.57%YTD: 9.41%2024: 25.76%
Performance for 2025 Q4 is 3.57%, and YTD is 9.41%, and 2024 is 25.76%.
About Iyo Bank, Ltd. and 13F Hedge Fund Stock Holdings
On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Iyo Bank, Ltd. reported an equity portfolio of $313.3 Millions as of 31 Dec, 2025.
The top stock holdings of Iyo Bank, Ltd. are GOOG, MSFT, AAPL. The fund has invested 12% of it's portfolio in ALPHABET INC and 11.9% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB) stocks. Iyo Bank, Ltd. opened new stock positions in ALPHABET INC (GOOG), THERMO FISHER SCIENTIFIC INC (TMO) and UNITEDHEALTH GROUP INC (UNH). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), SALESFORCE INC (CRM) and SERVICENOW INC (NOW).
The top stock holdings of Iyo Bank, Ltd. are GOOG, MSFT, AAPL. The fund has invested 12% of it's portfolio in ALPHABET INC and 11.9% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB) stocks. Iyo Bank, Ltd. opened new stock positions in ALPHABET INC (GOOG), THERMO FISHER SCIENTIFIC INC (TMO) and UNITEDHEALTH GROUP INC (UNH). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), SALESFORCE INC (CRM) and SERVICENOW INC (NOW).
Iyo Bank, Ltd. Annual Return Estimates Vs S&P 500
Our best estimate is that Iyo Bank, Ltd. made a return of 3.57% in the last quarter. In trailing 12 months, it's portfolio return was 9.41%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| alphabet inc | 11,086,200 |
| thermo fisher scientific inc | 7,860,240 |
| unitedhealth group inc | 7,576,360 |
| tesla inc | 515,829 |
New stocks bought by Iyo Bank, Ltd.
Additions
| Ticker | % Inc. |
|---|---|
| select sector spdr tr | 169 |
| select sector spdr tr | 124 |
| salesforce inc | 68.16 |
| servicenow inc | 50.22 |
| accenture plc ireland | 48.42 |
| select sector spdr tr | 42.17 |
| intuit | 41.3 |
Additions to existing portfolio by Iyo Bank, Ltd.
Reductions
Sold off
| Ticker | $ Sold |
|---|---|
| select sector spdr tr | -332,785 |
| select sector spdr tr | -366,154 |
| select sector spdr tr | -327,038 |
| select sector spdr tr | -342,797 |
| select sector spdr tr | -331,809 |
| select sector spdr tr | -402,221 |
| select sector spdr tr | -392,053 |
| select sector spdr tr | -405,711 |
Iyo Bank, Ltd. got rid off the above stocks
Sector Distribution
Iyo Bank, Ltd. has about 44.9% of it's holdings in Technology sector.
- Technology
- Communication Services
- Consumer Defensive
- Healthcare
- Industrials
- Real Estate
- Financial Services
- Consumer Cyclical
- Others
- Basic Materials
- Utilities
| Sector | % |
|---|---|
| Technology | 44.9 |
| Communication Services | 19.3 |
| Consumer Defensive | 7 |
| Healthcare | 6.4 |
| Industrials | 4.1 |
| Real Estate | 4 |
| Financial Services | 3.8 |
| Consumer Cyclical | 3.7 |
| Others | 2.7 |
| Basic Materials | 2.7 |
| Utilities | 1.1 |
Market Cap. Distribution
Iyo Bank, Ltd. has about 97.2% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- LARGE-CAP
- UNALLOCATED
| Category | % |
|---|---|
| MEGA-CAP | 57.8 |
| LARGE-CAP | 39.4 |
| UNALLOCATED | 2.7 |
Stocks belong to which Index?
About 97.3% 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 | 97.3 |
| Others | 2.7 |
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 37 stocks in it's portfolio. About 57.3% of the portfolio is in top 10 stocks. MSFT 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: 13 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 6.83 | 78,680 | 21,389,900 | unchanged | 0.00 | ||
| ACN | accenture plc ireland | 2.76 | 32,181 | 8,634,160 | added | 48.42 | ||
| ADBE | adobe inc | 3.85 | 34,475 | 12,065,900 | unchanged | 0.00 | ||
| ADSK | autodesk inc | 2.30 | 24,290 | 7,190,080 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 3.56 | 48,359 | 11,162,200 | unchanged | 0.00 | ||
| CRM | salesforce inc | 3.23 | 38,157 | 10,108,200 | added | 68.16 | ||
| DE | deere & co | 1.50 | 10,080 | 4,692,950 | unchanged | 0.00 | ||
| DIS | disney walt co | 3.84 | 105,780 | 12,034,600 | unchanged | 0.00 | ||
| ECL | ecolab inc | 1.17 | 13,950 | 3,662,150 | unchanged | 0.00 | ||
| FTNT | fortinet inc | 0.64 | 25,050 | 1,989,220 | unchanged | 0.00 | ||
| GOOG | alphabet inc | 11.96 | 119,740 | 37,478,600 | unchanged | 0.00 | ||
| GOOG | alphabet inc | 3.54 | 35,329 | 11,086,200 | new | |||
| INTU | intuit | 3.39 | 16,042 | 10,626,500 | added | 41.3 | ||
| ISRG | intuitive surgical inc | 0.67 | 3,720 | 2,106,860 | unchanged | 0.00 | ||
| KEYS | keysight technologies inc | 2.00 | 30,855 | 6,269,430 | unchanged | 0.00 | ||
| KO | coca cola co | 1.93 | 86,390 | 6,039,520 | unchanged | 0.00 | ||
| LLY | eli lilly & co | 0.83 | 2,427 | 2,608,250 | unchanged | 0.00 | ||
| MSFT | microsoft corp | 11.92 | 77,222 | 37,346,100 | unchanged | 0.00 | ||
| NEE | nextera energy inc | 1.14 | 44,450 | 3,568,450 | unchanged | 0.00 | ||
| NOW | servicenow inc | 1.81 | 36,984 | 5,665,580 | added | 50.22 | ||