Filed: 2/5/2025ACC: 0001890435-25-000001
📋 What this filing means
IYO BANK, LTD. filed this quarterly 13F‑HR report disclosing 36 equity positions with a total reported market value of $292.5K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
36
Positions
$292.5K
Total AUM (reported)
1.56M
Total Shares
Allocation by class
COM$232.2K79.4%
CAP STK CL A$22.7K7.7%
CAP STK CL C$16.6K5.7%
COM CL A$10.1K3.4%
SHS CLASS A$5.3K1.8%
CL B$3.7K1.3%
COM NEW$1.9K0.7%
Portfolio Concentration
Top 3$86.1K29.4%
4–10$101.0K34.5%
11–25$88.2K30.2%
Rest$17.1K5.9%
Top 3 weight
29.4%
Top 10 weight
64.0%
Voting Authority Distribution
Total shares with voting rights: 1.56M
Sole
Full voting authority
1.56M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole36
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings36
Rows:
NVIDIA CORPORATION
SOLEShares265.20K
TypeSH
Market value$35.6K
12.18%
Sole
265.20K
Shared
0.00
None
0.00
MICROSOFT CORPORATION
SOLEShares66.08K
TypeSH
Market value$27.9K
9.52%
Sole
66.08K
Shared
0.00
None
0.00
ALPHABET INC (CLASS A)
SOLEShares119.74K
TypeSH
Market value$22.7K
7.75%
Sole
119.74K
Shared
0.00
None
0.00
APPLE INC
SOLEShares66.69K
TypeSH
Market value$16.7K
5.71%
Sole
66.69K
Shared
0.00
None
0.00
ALPHABET INC (CLASS C)
SOLEShares87.39K
TypeSH
Market value$16.6K
5.69%
Sole
87.39K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares70.21K
TypeSH
Market value$15.4K
5.27%
Sole
70.21K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares43.53K
TypeSH
Market value$14.6K
4.98%
Sole
43.53K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares32.23K
TypeSH
Market value$14.3K
4.90%
Sole
32.23K
Shared
0.00
None
0.00
THE WALT DISNEY COMPANY
SOLEShares106.75K
TypeSH
Market value$11.9K
4.06%
Sole
106.75K
Shared
0.00
None
0.00
WALMART INC
SOLEShares127.62K
TypeSH
Market value$11.5K
3.94%
Sole
127.62K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INCORPORATED
SOLEShares22.41K
TypeSH
Market value$11.3K
3.88%
Sole
22.41K
Shared
0.00
None
0.00
PROLOGIS INC
SOLEShares98.40K
TypeSH
Market value$10.4K
3.56%
Sole
98.40K
Shared
0.00
None
0.00
VISA INC
SOLEShares31.86K
TypeSH
Market value$10.1K
3.44%
Sole
31.86K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares20.77K
TypeSH
Market value$6.1K
2.10%
Sole
20.77K
Shared
0.00
None
0.00
INTUIT INC
SOLEShares9.30K
TypeSH
Market value$5.8K
2.00%
Sole
9.30K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares10.91K
TypeSH
Market value$5.7K
1.94%
Sole
10.91K
Shared
0.00
None
0.00
THE COCA COLA COMPANY
SOLEShares86.39K
TypeSH
Market value$5.4K
1.84%
Sole
86.39K
Shared
0.00
None
0.00
ACCENTURE PLC
SOLEShares14.94K
TypeSH
Market value$5.3K
1.80%
Sole
14.94K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares4.92K
TypeSH
Market value$5.2K
1.78%
Sole
4.92K
Shared
0.00
None
0.00
THE PROCTER & GAMBLE COMPANY
SOLEShares28.22K
TypeSH
Market value$4.7K
1.62%
Sole
28.22K
Shared
0.00
None
0.00
THE SHERWIN WILLIAMS COMPANY
SOLEShares12.32K
TypeSH
Market value$4.2K
1.43%
Sole
12.32K
Shared
0.00
None
0.00
DEERE & COMPANY
SOLEShares9.04K
TypeSH
Market value$3.8K
1.31%
Sole
9.04K
Shared
0.00
None
0.00
NIKE INC
SOLEShares48.87K
TypeSH
Market value$3.7K
1.26%
Sole
48.87K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares13.95K
TypeSH
Market value$3.3K
1.12%
Sole
13.95K
Shared
0.00
None
0.00
ROCKWELL AUTOMATION INC
SOLEShares11.01K
TypeSH
Market value$3.1K
1.08%
Sole
11.01K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 265.20K | SH | $35.6K 12.18% | 265.20K | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | COM | 66.08K | SH | $27.9K 9.52% | 66.08K | 0.00 | 0.00 |
ALPHABET INC (CLASS A)SOLE | CAP STK CL A | 119.74K | SH | $22.7K 7.75% | 119.74K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 66.69K | SH | $16.7K 5.71% | 66.69K | 0.00 | 0.00 |
ALPHABET INC (CLASS C)SOLE | CAP STK CL C | 87.39K | SH | $16.6K 5.69% | 87.39K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 70.21K | SH | $15.4K 5.27% | 70.21K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 43.53K | SH | $14.6K 4.98% | 43.53K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 32.23K | SH | $14.3K 4.90% | 32.23K | 0.00 | 0.00 |
THE WALT DISNEY COMPANYSOLE | COM | 106.75K | SH | $11.9K 4.06% | 106.75K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 127.62K | SH | $11.5K 3.94% | 127.62K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCORPORATEDSOLE | COM | 22.41K | SH | $11.3K 3.88% | 22.41K | 0.00 | 0.00 |
PROLOGIS INCSOLE | COM | 98.40K | SH | $10.4K 3.56% | 98.40K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 31.86K | SH | $10.1K 3.44% | 31.86K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 20.77K | SH | $6.1K 2.10% | 20.77K | 0.00 | 0.00 |
INTUIT INCSOLE | COM | 9.30K | SH | $5.8K 2.00% | 9.30K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 10.91K | SH | $5.7K 1.94% | 10.91K | 0.00 | 0.00 |
THE COCA COLA COMPANYSOLE | COM | 86.39K | SH | $5.4K 1.84% | 86.39K | 0.00 | 0.00 |
ACCENTURE PLCSOLE | SHS CLASS A | 14.94K | SH | $5.3K 1.80% | 14.94K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 4.92K | SH | $5.2K 1.78% | 4.92K | 0.00 | 0.00 |
THE PROCTER & GAMBLE COMPANYSOLE | COM | 28.22K | SH | $4.7K 1.62% | 28.22K | 0.00 | 0.00 |
THE SHERWIN WILLIAMS COMPANYSOLE | COM | 12.32K | SH | $4.2K 1.43% | 12.32K | 0.00 | 0.00 |
DEERE & COMPANYSOLE | COM | 9.04K | SH | $3.8K 1.31% | 9.04K | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 48.87K | SH | $3.7K 1.26% | 48.87K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 13.95K | SH | $3.3K 1.12% | 13.95K | 0.00 | 0.00 |
ROCKWELL AUTOMATION INCSOLE | COM | 11.01K | SH | $3.1K 1.08% | 11.01K | 0.00 | 0.00 |
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