Iyo Bank, Ltd. — 13F Holdings & Portfolio
CIK 1890435 · latest 13F-HR filed 2026-05-13
Iyo Bank, Ltd. manages $281.1M in 13F-reported U.S. long-equity assets across 35 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GOOGL (12.25%), MSFT (10.17%), AAPL (7.61%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 7, added to 12, and trimmed 13.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$281.1M
Long-equity book
35
Distinct positions
2026-03-31
Filed 2026-05-13
+5 / −7 / ↑12 / ↓13
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ELI LILLY & CO$4.8M +183.5%
- NEXTERA ENERGY INC$4.1M +115.0%
- WALMART INC$3.4M +40.0%
- SELECT SECTOR SPDR TR$3.3M +334.0%
- SELECT SECTOR SPDR TR$3.0M +304.1%
Top Trims
- MICROSOFT CORP-$8.8M -23.5%
- ALPHABET INC-$3.0M -8.1%
- DISNEY WALT CO-$1.8M -15.3%
- VISA INC-$1.7M -13.8%
- AUTODESK INC-$1.4M -19.1%
New Positions
- BROADCOM INC$7.5M
- KLA CORP$4.0M
- MICRON TECHNOLOGY INC$3.3M
- SELECT SECTOR SPDR TR$2.1M
- SELECT SECTOR SPDR TR$2.0M
Exited Positions
- ADOBE INC$12.1M
- INTUIT$10.6M
- SALESFORCE INC$10.1M
- ACCENTURE PLC IRELAND$8.6M
- UNITEDHEALTH GROUP INC$7.6M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOGL | 02079K305 | $34.4M | 12.25% | 119,740 | SH |
| 2 | MICROSOFT CORP | MSFT | 594918104 | $28.6M | 10.17% | 77,222 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $21.4M | 7.61% | 84,350 | SH |
| 4 | PROLOGIS INC. | PLD | 74340W103 | $13.0M | 4.63% | 98,400 | SH |
| 5 | WALMART INC | WMT | 931142103 | $11.9M | 4.25% | 96,073 | SH |
| 6 | NVIDIA CORPORATION | NVDA | 67066G104 | $11.6M | 4.11% | 66,300 | SH |
| 7 | VISA INC | V | 92826C839 | $10.3M | 3.67% | 34,176 | SH |
| 8 | DISNEY WALT CO | DIS | 254687106 | $10.2M | 3.63% | 105,780 | SH |
| 9 | ALPHABET INC | GOOG | 02079K107 | $10.1M | 3.60% | 35,329 | SH |
| 10 | AMAZON COM INC | AMZN | 023135106 | $10.1M | 3.58% | 48,359 | SH |
| 11 | KEYSIGHT TECHNOLOGIES INC | KEYS | 49338L103 | $8.7M | 3.10% | 30,855 | SH |
| 12 | NEXTERA ENERGY INC | NEE | 65339F101 | $7.7M | 2.73% | 82,603 | SH |
| 13 | ROCKWELL AUTOMATION INC | ROK | 773903109 | $7.7M | 2.73% | 21,350 | SH |
| 14 | PROCTER AND GAMBLE CO | PG | 742718109 | $7.6M | 2.69% | 52,430 | SH |
| 15 | BROADCOM INC | AVGO | 11135F101 | $7.5M | 2.66% | 24,189 | SH |
| 16 | ELI LILLY & CO | LLY | 532457108 | $7.4M | 2.63% | 8,039 | SH |
| 17 | SERVICENOW INC | NOW | 81762P102 | $6.7M | 2.38% | 63,867 | SH |
| 18 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $6.7M | 2.37% | 13,565 | SH |
| 19 | COCA COLA CO | KO | 191216100 | $6.6M | 2.34% | 86,390 | SH |
| 20 | TEXAS INSTRS INC | TXN | 882508104 | $6.2M | 2.22% | 32,170 | SH |
| 21 | AUTODESK INC | ADSK | 052769106 | $5.8M | 2.07% | 24,290 | SH |
| 22 | DEERE & CO | DE | 244199105 | $5.7M | 2.02% | 10,080 | SH |
| 23 | SHERWIN WILLIAMS CO | SHW | 824348106 | $4.9M | 1.73% | 15,160 | SH |
| 24 | SELECT SECTOR SPDR TR | XLU | 81369Y886 | $4.2M | 1.51% | 92,358 | SH |
| 25 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $4.0M | 1.44% | 30,396 | SH |
| 26 | KLA CORP | KLAC | 482480100 | $4.0M | 1.41% | 2,695 | SH |
| 27 | ECOLAB INC | ECL | 278865100 | $3.7M | 1.32% | 13,950 | SH |
| 28 | MICRON TECHNOLOGY INC | MU | 595112103 | $3.3M | 1.17% | 9,717 | SH |
| 29 | FORTINET INC | FTNT | 34959E109 | $2.6M | 0.92% | 31,501 | SH |
| 30 | SELECT SECTOR SPDR TR | XLE | 81369Y506 | $2.1M | 0.74% | 33,949 | SH |
| 31 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $2.0M | 0.73% | 12,656 | SH |
| 32 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $1.7M | 0.61% | 3,720 | SH |
| 33 | ARM HOLDINGS PLC | ARM | 042068205 | $1.3M | 0.47% | 8,688 | SH |
| 34 | PTC INC | PTC | 69370C100 | $1.1M | 0.38% | 7,435 | SH |
| 35 | TESLA INC | TSLA | 88160R101 | $426.4K | 0.15% | 1,147 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $281.1M | 35 | 0001890435-26-000002 |
| 2025-12-31 | 2026-02-13 | $313.3M | 37 | 0001890435-26-000001 |
| 2025-09-30 | 2025-11-12 | $265.1M | 41 | 0001890435-25-000005 |