Filed: 5/13/2026ACC: 0001890435-26-000002
๐ What this filing means
IYO BANK, LTD. filed this quarterly 13FโHR report disclosing 35 equity positions with a total reported market value of $281.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$281.13M
Total AUM (reported)
1.48M
Total Shares
Allocation by class
COM$206.84M73.6%
CAP STK CL A$34.43M12.2%
COM CL A$10.33M3.7%
CAP STK CL C$10.13M3.6%
COM NEW$5.68M2.0%
SBI INT-UTILS$4.24M1.5%
TECHNOLOGY$4.04M1.4%
Portfolio Concentration
Top 3$84.42M30.0%
4โ10$77.24M27.5%
11โ25$97.29M34.6%
Rest$22.18M7.9%
Top 3 weight
30.0%
Top 10 weight
57.5%
Voting Authority Distribution
Total shares with voting rights: 1.48M
Sole
Full voting authority
1.48M
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)
Sole35
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings35
Rows:
ALPHABET INC
SOLEShares119.74K
TypeSH
Market value$34.43M
12.25%
Sole
119.74K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares77.22K
TypeSH
Market value$28.59M
10.17%
Sole
77.22K
Shared
0.00
None
0.00
APPLE INC
SOLEShares84.35K
TypeSH
Market value$21.41M
7.61%
Sole
84.35K
Shared
0.00
None
0.00
PROLOGIS INC.
SOLEShares98.40K
TypeSH
Market value$13.01M
4.63%
Sole
98.40K
Shared
0.00
None
0.00
WALMART INC
SOLEShares96.07K
TypeSH
Market value$11.94M
4.25%
Sole
96.07K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares66.30K
TypeSH
Market value$11.56M
4.11%
Sole
66.30K
Shared
0.00
None
0.00
VISA INC
SOLEShares34.18K
TypeSH
Market value$10.33M
3.67%
Sole
34.18K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares105.78K
TypeSH
Market value$10.20M
3.63%
Sole
105.78K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares35.33K
TypeSH
Market value$10.13M
3.60%
Sole
35.33K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares48.36K
TypeSH
Market value$10.07M
3.58%
Sole
48.36K
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
SOLEShares30.86K
TypeSH
Market value$8.71M
3.10%
Sole
30.86K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares82.60K
TypeSH
Market value$7.67M
2.73%
Sole
82.60K
Shared
0.00
None
0.00
ROCKWELL AUTOMATION INC
SOLEShares21.35K
TypeSH
Market value$7.66M
2.73%
Sole
21.35K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares52.43K
TypeSH
Market value$7.57M
2.69%
Sole
52.43K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares24.19K
TypeSH
Market value$7.49M
2.66%
Sole
24.19K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares8.04K
TypeSH
Market value$7.39M
2.63%
Sole
8.04K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares63.87K
TypeSH
Market value$6.68M
2.38%
Sole
63.87K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares13.56K
TypeSH
Market value$6.67M
2.37%
Sole
13.56K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares86.39K
TypeSH
Market value$6.57M
2.34%
Sole
86.39K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares32.17K
TypeSH
Market value$6.25M
2.22%
Sole
32.17K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares24.29K
TypeSH
Market value$5.82M
2.07%
Sole
24.29K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares10.08K
TypeSH
Market value$5.68M
2.02%
Sole
10.08K
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares15.16K
TypeSH
Market value$4.86M
1.73%
Sole
15.16K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares92.36K
TypeSH
Market value$4.24M
1.51%
Sole
92.36K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares30.40K
TypeSH
Market value$4.04M
1.44%
Sole
30.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 119.74K | SH | $34.43M 12.25% | 119.74K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 77.22K | SH | $28.59M 10.17% | 77.22K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 84.35K | SH | $21.41M 7.61% | 84.35K | 0.00 | 0.00 |
PROLOGIS INC.SOLE | COM | 98.40K | SH | $13.01M 4.63% | 98.40K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 96.07K | SH | $11.94M 4.25% | 96.07K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 66.30K | SH | $11.56M 4.11% | 66.30K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 34.18K | SH | $10.33M 3.67% | 34.18K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 105.78K | SH | $10.20M 3.63% | 105.78K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 35.33K | SH | $10.13M 3.60% | 35.33K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 48.36K | SH | $10.07M 3.58% | 48.36K | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCSOLE | COM | 30.86K | SH | $8.71M 3.10% | 30.86K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 82.60K | SH | $7.67M 2.73% | 82.60K | 0.00 | 0.00 |
ROCKWELL AUTOMATION INCSOLE | COM | 21.35K | SH | $7.66M 2.73% | 21.35K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 52.43K | SH | $7.57M 2.69% | 52.43K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 24.19K | SH | $7.49M 2.66% | 24.19K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 8.04K | SH | $7.39M 2.63% | 8.04K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 63.87K | SH | $6.68M 2.38% | 63.87K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 13.56K | SH | $6.67M 2.37% | 13.56K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 86.39K | SH | $6.57M 2.34% | 86.39K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 32.17K | SH | $6.25M 2.22% | 32.17K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 24.29K | SH | $5.82M 2.07% | 24.29K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 10.08K | SH | $5.68M 2.02% | 10.08K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 15.16K | SH | $4.86M 1.73% | 15.16K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI INT-UTILS | 92.36K | SH | $4.24M 1.51% | 92.36K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 30.40K | SH | $4.04M 1.44% | 30.40K | 0.00 | 0.00 |
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