Filed: 5/13/2025ACC: 0001890435-25-000002
📋 What this filing means
IYO BANK, LTD. filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $310.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$310.54M
Total AUM (reported)
1.86M
Total Shares
Allocation by class
COM$219.22M70.6%
ETF$33.45M10.8%
CAP STK CL A$18.52M6.0%
CAP STK CL C$13.65M4.4%
COM CL A$11.98M3.9%
SHS CLASS A$8.03M2.6%
CL B$3.10M1.0%
Portfolio Concentration
Top 3$64.98M20.9%
4–10$89.17M28.7%
11–25$109.84M35.4%
Rest$46.54M15.0%
Top 3 weight
20.9%
Top 10 weight
49.6%
Voting Authority Distribution
Total shares with voting rights: 1.86M
Sole
Full voting authority
1.86M
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)
Sole51
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings51
Rows:
MICROSOFT CORPORATION
SOLEShares77.22K
TypeSH
Market value$28.99M
9.33%
Sole
77.22K
Shared
0.00
None
0.00
ALPHABET INC (CLASS A)
SOLEShares119.74K
TypeSH
Market value$18.52M
5.96%
Sole
119.74K
Shared
0.00
None
0.00
APPLE INC
SOLEShares78.68K
TypeSH
Market value$17.48M
5.63%
Sole
78.68K
Shared
0.00
None
0.00
ALPHABET INC (CLASS C)
SOLEShares87.39K
TypeSH
Market value$13.65M
4.40%
Sole
87.39K
Shared
0.00
None
0.00
VANGUARD REAL ESTATE ETF
SOLEShares149.60K
TypeSH
Market value$13.54M
4.36%
Sole
149.60K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares70.21K
TypeSH
Market value$13.36M
4.30%
Sole
70.21K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares34.48K
TypeSH
Market value$13.22M
4.26%
Sole
34.48K
Shared
0.00
None
0.00
VISA INC
SOLEShares34.18K
TypeSH
Market value$11.98M
3.86%
Sole
34.18K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INCORPORATED
SOLEShares22.41K
TypeSH
Market value$11.74M
3.78%
Sole
22.41K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares43.53K
TypeSH
Market value$11.68M
3.76%
Sole
43.53K
Shared
0.00
None
0.00
WALMART INC
SOLEShares127.62K
TypeSH
Market value$11.20M
3.61%
Sole
127.62K
Shared
0.00
None
0.00
PROLOGIS INC
SOLEShares98.40K
TypeSH
Market value$11.00M
3.54%
Sole
98.40K
Shared
0.00
None
0.00
THE WALT DISNEY COMPANY
SOLEShares106.75K
TypeSH
Market value$10.54M
3.39%
Sole
106.75K
Shared
0.00
None
0.00
THE PROCTER & GAMBLE COMPANY
SOLEShares52.43K
TypeSH
Market value$8.94M
2.88%
Sole
52.43K
Shared
0.00
None
0.00
ACCENTURE PLC
SOLEShares25.74K
TypeSH
Market value$8.03M
2.59%
Sole
25.74K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares15.05K
TypeSH
Market value$7.49M
2.41%
Sole
15.05K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares66.30K
TypeSH
Market value$7.19M
2.31%
Sole
66.30K
Shared
0.00
None
0.00
INTUIT INC
SOLEShares11.35K
TypeSH
Market value$6.97M
2.24%
Sole
11.35K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares24.29K
TypeSH
Market value$6.36M
2.05%
Sole
24.29K
Shared
0.00
None
0.00
THE COCA COLA COMPANY
SOLEShares86.39K
TypeSH
Market value$6.19M
1.99%
Sole
86.39K
Shared
0.00
None
0.00
TEXAS INSTRUMENTS INCORPORATED
SOLEShares32.17K
TypeSH
Market value$5.78M
1.86%
Sole
32.17K
Shared
0.00
None
0.00
ROCKWELL AUTOMATION INC
SOLEShares21.35K
TypeSH
Market value$5.52M
1.78%
Sole
21.35K
Shared
0.00
None
0.00
THE SHERWIN WILLIAMS COMPANY
SOLEShares15.16K
TypeSH
Market value$5.29M
1.70%
Sole
15.16K
Shared
0.00
None
0.00
DEERE & COMPANY
SOLEShares10.08K
TypeSH
Market value$4.73M
1.52%
Sole
10.08K
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
SOLEShares30.86K
TypeSH
Market value$4.62M
1.49%
Sole
30.86K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPORATIONSOLE | COM | 77.22K | SH | $28.99M 9.33% | 77.22K | 0.00 | 0.00 |
ALPHABET INC (CLASS A)SOLE | CAP STK CL A | 119.74K | SH | $18.52M 5.96% | 119.74K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 78.68K | SH | $17.48M 5.63% | 78.68K | 0.00 | 0.00 |
ALPHABET INC (CLASS C)SOLE | CAP STK CL C | 87.39K | SH | $13.65M 4.40% | 87.39K | 0.00 | 0.00 |
VANGUARD REAL ESTATE ETFSOLE | ETF | 149.60K | SH | $13.54M 4.36% | 149.60K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 70.21K | SH | $13.36M 4.30% | 70.21K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 34.48K | SH | $13.22M 4.26% | 34.48K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 34.18K | SH | $11.98M 3.86% | 34.18K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCORPORATEDSOLE | COM | 22.41K | SH | $11.74M 3.78% | 22.41K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 43.53K | SH | $11.68M 3.76% | 43.53K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 127.62K | SH | $11.20M 3.61% | 127.62K | 0.00 | 0.00 |
PROLOGIS INCSOLE | COM | 98.40K | SH | $11.00M 3.54% | 98.40K | 0.00 | 0.00 |
THE WALT DISNEY COMPANYSOLE | COM | 106.75K | SH | $10.54M 3.39% | 106.75K | 0.00 | 0.00 |
THE PROCTER & GAMBLE COMPANYSOLE | COM | 52.43K | SH | $8.94M 2.88% | 52.43K | 0.00 | 0.00 |
ACCENTURE PLCSOLE | SHS CLASS A | 25.74K | SH | $8.03M 2.59% | 25.74K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 15.05K | SH | $7.49M 2.41% | 15.05K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 66.30K | SH | $7.19M 2.31% | 66.30K | 0.00 | 0.00 |
INTUIT INCSOLE | COM | 11.35K | SH | $6.97M 2.24% | 11.35K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 24.29K | SH | $6.36M 2.05% | 24.29K | 0.00 | 0.00 |
THE COCA COLA COMPANYSOLE | COM | 86.39K | SH | $6.19M 1.99% | 86.39K | 0.00 | 0.00 |
TEXAS INSTRUMENTS INCORPORATEDSOLE | COM | 32.17K | SH | $5.78M 1.86% | 32.17K | 0.00 | 0.00 |
ROCKWELL AUTOMATION INCSOLE | COM | 21.35K | SH | $5.52M 1.78% | 21.35K | 0.00 | 0.00 |
THE SHERWIN WILLIAMS COMPANYSOLE | COM | 15.16K | SH | $5.29M 1.70% | 15.16K | 0.00 | 0.00 |
DEERE & COMPANYSOLE | COM | 10.08K | SH | $4.73M 1.52% | 10.08K | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCSOLE | COM | 30.86K | SH | $4.62M 1.49% | 30.86K | 0.00 | 0.00 |
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