Filed: 8/12/2025ACC: 0001890435-25-000003
📋 What this filing means
IYO BANK, LTD. filed this quarterly 13F‑HR report disclosing 41 equity positions with a total reported market value of $247.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
41
Positions
$247.48M
Total AUM (reported)
1.28M
Total Shares
Allocation by class
COM$193.84M78.3%
CAP STK CL A$21.10M8.5%
ETF$12.71M5.1%
COM CL A$12.13M4.9%
SHS CLASS A$7.69M3.1%
Portfolio Concentration
Top 3$75.66M30.6%
4–10$72.47M29.3%
11–25$84.64M34.2%
Rest$14.71M5.9%
Top 3 weight
30.6%
Top 10 weight
59.9%
Voting Authority Distribution
Total shares with voting rights: 1.28M
Sole
Full voting authority
1.28M
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)
Sole41
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings41
Rows:
MICROSOFT CORPORATION
SOLEShares77.22K
TypeSH
Market value$38.41M
15.52%
Sole
77.22K
Shared
0.00
None
0.00
ALPHABET INC (CLASS A)
SOLEShares119.74K
TypeSH
Market value$21.10M
8.53%
Sole
119.74K
Shared
0.00
None
0.00
APPLE INC
SOLEShares78.68K
TypeSH
Market value$16.14M
6.52%
Sole
78.68K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares34.48K
TypeSH
Market value$13.34M
5.39%
Sole
34.48K
Shared
0.00
None
0.00
VISA INC
SOLEShares34.18K
TypeSH
Market value$12.13M
4.90%
Sole
34.18K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares66.30K
TypeSH
Market value$10.47M
4.23%
Sole
66.30K
Shared
0.00
None
0.00
PROLOGIS INC
SOLEShares98.40K
TypeSH
Market value$10.34M
4.18%
Sole
98.40K
Shared
0.00
None
0.00
INTUIT INC
SOLEShares11.35K
TypeSH
Market value$8.94M
3.61%
Sole
11.35K
Shared
0.00
None
0.00
VANGUARD REAL ESTATE ETF
SOLEShares99.73K
TypeSH
Market value$8.88M
3.59%
Sole
99.73K
Shared
0.00
None
0.00
THE PROCTER & GAMBLE COMPANY
SOLEShares52.43K
TypeSH
Market value$8.35M
3.38%
Sole
52.43K
Shared
0.00
None
0.00
ACCENTURE PLC
SOLEShares25.74K
TypeSH
Market value$7.69M
3.11%
Sole
25.74K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares24.29K
TypeSH
Market value$7.52M
3.04%
Sole
24.29K
Shared
0.00
None
0.00
WALMART INC
SOLEShares76.57K
TypeSH
Market value$7.49M
3.03%
Sole
76.57K
Shared
0.00
None
0.00
ROCKWELL AUTOMATION INC
SOLEShares21.35K
TypeSH
Market value$7.09M
2.87%
Sole
21.35K
Shared
0.00
None
0.00
TEXAS INSTRUMENTS INCORPORATED
SOLEShares32.17K
TypeSH
Market value$6.68M
2.70%
Sole
32.17K
Shared
0.00
None
0.00
THE COCA COLA COMPANY
SOLEShares86.39K
TypeSH
Market value$6.11M
2.47%
Sole
86.39K
Shared
0.00
None
0.00
THE SHERWIN WILLIAMS COMPANY
SOLEShares15.16K
TypeSH
Market value$5.21M
2.10%
Sole
15.16K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares23.40K
TypeSH
Market value$5.13M
2.07%
Sole
23.40K
Shared
0.00
None
0.00
DEERE & COMPANY
SOLEShares10.08K
TypeSH
Market value$5.13M
2.07%
Sole
10.08K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares4.92K
TypeSH
Market value$5.06M
2.05%
Sole
4.92K
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
SOLEShares30.86K
TypeSH
Market value$5.06M
2.04%
Sole
30.86K
Shared
0.00
None
0.00
THE WALT DISNEY COMPANY
SOLEShares35.58K
TypeSH
Market value$4.41M
1.78%
Sole
35.58K
Shared
0.00
None
0.00
APTIV PLC
SOLEShares63.73K
TypeSH
Market value$4.35M
1.76%
Sole
63.73K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares14.51K
TypeSH
Market value$3.96M
1.60%
Sole
14.51K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares13.95K
TypeSH
Market value$3.76M
1.52%
Sole
13.95K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPORATIONSOLE | COM | 77.22K | SH | $38.41M 15.52% | 77.22K | 0.00 | 0.00 |
ALPHABET INC (CLASS A)SOLE | CAP STK CL A | 119.74K | SH | $21.10M 8.53% | 119.74K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 78.68K | SH | $16.14M 6.52% | 78.68K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 34.48K | SH | $13.34M 5.39% | 34.48K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 34.18K | SH | $12.13M 4.90% | 34.18K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 66.30K | SH | $10.47M 4.23% | 66.30K | 0.00 | 0.00 |
PROLOGIS INCSOLE | COM | 98.40K | SH | $10.34M 4.18% | 98.40K | 0.00 | 0.00 |
INTUIT INCSOLE | COM | 11.35K | SH | $8.94M 3.61% | 11.35K | 0.00 | 0.00 |
VANGUARD REAL ESTATE ETFSOLE | ETF | 99.73K | SH | $8.88M 3.59% | 99.73K | 0.00 | 0.00 |
THE PROCTER & GAMBLE COMPANYSOLE | COM | 52.43K | SH | $8.35M 3.38% | 52.43K | 0.00 | 0.00 |
ACCENTURE PLCSOLE | SHS CLASS A | 25.74K | SH | $7.69M 3.11% | 25.74K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 24.29K | SH | $7.52M 3.04% | 24.29K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 76.57K | SH | $7.49M 3.03% | 76.57K | 0.00 | 0.00 |
ROCKWELL AUTOMATION INCSOLE | COM | 21.35K | SH | $7.09M 2.87% | 21.35K | 0.00 | 0.00 |
TEXAS INSTRUMENTS INCORPORATEDSOLE | COM | 32.17K | SH | $6.68M 2.70% | 32.17K | 0.00 | 0.00 |
THE COCA COLA COMPANYSOLE | COM | 86.39K | SH | $6.11M 2.47% | 86.39K | 0.00 | 0.00 |
THE SHERWIN WILLIAMS COMPANYSOLE | COM | 15.16K | SH | $5.21M 2.10% | 15.16K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 23.40K | SH | $5.13M 2.07% | 23.40K | 0.00 | 0.00 |
DEERE & COMPANYSOLE | COM | 10.08K | SH | $5.13M 2.07% | 10.08K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 4.92K | SH | $5.06M 2.05% | 4.92K | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCSOLE | COM | 30.86K | SH | $5.06M 2.04% | 30.86K | 0.00 | 0.00 |
THE WALT DISNEY COMPANYSOLE | COM | 35.58K | SH | $4.41M 1.78% | 35.58K | 0.00 | 0.00 |
APTIV PLCSOLE | COM | 63.73K | SH | $4.35M 1.76% | 63.73K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 14.51K | SH | $3.96M 1.60% | 14.51K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 13.95K | SH | $3.76M 1.52% | 13.95K | 0.00 | 0.00 |
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