Filed: 11/12/2025ACC: 0001890435-25-000005
๐ What this filing means
IYO BANK, LTD. filed this quarterly 13FโHR report disclosing 41 equity positions with a total reported market value of $265.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
41
Positions
$265.12M
Total AUM (reported)
1.28M
Total Shares
Allocation by class
COM$206.89M78.0%
CAP STK CL A$29.11M11.0%
COM CL A$11.67M4.4%
COM SHS$5.49M2.1%
SHS CLASS A$5.35M2.0%
COM NEW$1.66M0.6%
SPONSORED ADS$921.7K0.3%
Portfolio Concentration
Top 3$89.14M33.6%
4โ10$78.25M29.5%
11โ25$85.65M32.3%
Rest$12.08M4.6%
Top 3 weight
33.6%
Top 10 weight
63.1%
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 ยท 100.0% of voting shares
Institutional Holdings41
Rows:
MICROSOFT CORP
SOLEShares77.22K
TypeSH
Market value$40.00M
15.09%
Sole
77.22K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares119.74K
TypeSH
Market value$29.11M
10.98%
Sole
119.74K
Shared
0.00
None
0.00
APPLE INC
SOLEShares78.68K
TypeSH
Market value$20.03M
7.56%
Sole
78.68K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares66.30K
TypeSH
Market value$12.37M
4.67%
Sole
66.30K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares34.48K
TypeSH
Market value$12.16M
4.59%
Sole
34.48K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares105.78K
TypeSH
Market value$12.11M
4.57%
Sole
105.78K
Shared
0.00
None
0.00
VISA INC
SOLEShares34.18K
TypeSH
Market value$11.67M
4.40%
Sole
34.18K
Shared
0.00
None
0.00
PROLOGIS INC.
SOLEShares98.40K
TypeSH
Market value$11.27M
4.25%
Sole
98.40K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares48.36K
TypeSH
Market value$10.62M
4.01%
Sole
48.36K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares52.43K
TypeSH
Market value$8.06M
3.04%
Sole
52.43K
Shared
0.00
None
0.00
WALMART INC
SOLEShares76.57K
TypeSH
Market value$7.89M
2.98%
Sole
76.57K
Shared
0.00
None
0.00
INTUIT
SOLEShares11.35K
TypeSH
Market value$7.75M
2.92%
Sole
11.35K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares24.29K
TypeSH
Market value$7.72M
2.91%
Sole
24.29K
Shared
0.00
None
0.00
ROCKWELL AUTOMATION INC
SOLEShares21.35K
TypeSH
Market value$7.46M
2.81%
Sole
21.35K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares32.17K
TypeSH
Market value$5.91M
2.23%
Sole
32.17K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares86.39K
TypeSH
Market value$5.73M
2.16%
Sole
86.39K
Shared
0.00
None
0.00
APTIV PLC
SOLEShares63.73K
TypeSH
Market value$5.49M
2.07%
Sole
63.73K
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
SOLEShares30.86K
TypeSH
Market value$5.40M
2.04%
Sole
30.86K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares22.69K
TypeSH
Market value$5.38M
2.03%
Sole
22.69K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares21.68K
TypeSH
Market value$5.35M
2.02%
Sole
21.68K
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares15.16K
TypeSH
Market value$5.25M
1.98%
Sole
15.16K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares10.08K
TypeSH
Market value$4.61M
1.74%
Sole
10.08K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares4.92K
TypeSH
Market value$4.53M
1.71%
Sole
4.92K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares13.95K
TypeSH
Market value$3.82M
1.44%
Sole
13.95K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares44.45K
TypeSH
Market value$3.36M
1.27%
Sole
44.45K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 77.22K | SH | $40.00M 15.09% | 77.22K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 119.74K | SH | $29.11M 10.98% | 119.74K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 78.68K | SH | $20.03M 7.56% | 78.68K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 66.30K | SH | $12.37M 4.67% | 66.30K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 34.48K | SH | $12.16M 4.59% | 34.48K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 105.78K | SH | $12.11M 4.57% | 105.78K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 34.18K | SH | $11.67M 4.40% | 34.18K | 0.00 | 0.00 |
PROLOGIS INC.SOLE | COM | 98.40K | SH | $11.27M 4.25% | 98.40K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 48.36K | SH | $10.62M 4.01% | 48.36K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 52.43K | SH | $8.06M 3.04% | 52.43K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 76.57K | SH | $7.89M 2.98% | 76.57K | 0.00 | 0.00 |
INTUITSOLE | COM | 11.35K | SH | $7.75M 2.92% | 11.35K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 24.29K | SH | $7.72M 2.91% | 24.29K | 0.00 | 0.00 |
ROCKWELL AUTOMATION INCSOLE | COM | 21.35K | SH | $7.46M 2.81% | 21.35K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 32.17K | SH | $5.91M 2.23% | 32.17K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 86.39K | SH | $5.73M 2.16% | 86.39K | 0.00 | 0.00 |
APTIV PLCSOLE | COM SHS | 63.73K | SH | $5.49M 2.07% | 63.73K | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCSOLE | COM | 30.86K | SH | $5.40M 2.04% | 30.86K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 22.69K | SH | $5.38M 2.03% | 22.69K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 21.68K | SH | $5.35M 2.02% | 21.68K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 15.16K | SH | $5.25M 1.98% | 15.16K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 10.08K | SH | $4.61M 1.74% | 10.08K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 4.92K | SH | $4.53M 1.71% | 4.92K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 13.95K | SH | $3.82M 1.44% | 13.95K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 44.45K | SH | $3.36M 1.27% | 44.45K | 0.00 | 0.00 |
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