IYO BANK, LTD.

PrivateCIK: 1890435
Location

MATSUYAMA, M0

35
Positions
$281.13M
Total AUM (reported)
1.48M
Total Shares

Allocation by class

TOTAL AUM$281.13M35 positions
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 330.0%4–1027.5%11–2534.6%Rest7.9%TOP 1057.5%0%100%
Top 3$84.42M30.0%
4–10$77.24M27.5%
11–25$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 · 100.0% of voting shares
Institutional Holdings35
Rows:

ALPHABET INC

SOLE
CAP STK CL A
Shares119.74K
TypeSH
Market value$34.43M
12.25%
Sole
119.74K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares77.22K
TypeSH
Market value$28.59M
10.17%
Sole
77.22K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares84.35K
TypeSH
Market value$21.41M
7.61%
Sole
84.35K
Shared
0.00
None
0.00

PROLOGIS INC.

SOLE
COM
Shares98.40K
TypeSH
Market value$13.01M
4.63%
Sole
98.40K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares96.07K
TypeSH
Market value$11.94M
4.25%
Sole
96.07K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares66.30K
TypeSH
Market value$11.56M
4.11%
Sole
66.30K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares34.18K
TypeSH
Market value$10.33M
3.67%
Sole
34.18K
Shared
0.00
None
0.00

DISNEY WALT CO

SOLE
COM
Shares105.78K
TypeSH
Market value$10.20M
3.63%
Sole
105.78K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares35.33K
TypeSH
Market value$10.13M
3.60%
Sole
35.33K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares48.36K
TypeSH
Market value$10.07M
3.58%
Sole
48.36K
Shared
0.00
None
0.00

KEYSIGHT TECHNOLOGIES INC

SOLE
COM
Shares30.86K
TypeSH
Market value$8.71M
3.10%
Sole
30.86K
Shared
0.00
None
0.00

NEXTERA ENERGY INC

SOLE
COM
Shares82.60K
TypeSH
Market value$7.67M
2.73%
Sole
82.60K
Shared
0.00
None
0.00

ROCKWELL AUTOMATION INC

SOLE
COM
Shares21.35K
TypeSH
Market value$7.66M
2.73%
Sole
21.35K
Shared
0.00
None
0.00

PROCTER AND GAMBLE CO

SOLE
COM
Shares52.43K
TypeSH
Market value$7.57M
2.69%
Sole
52.43K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares24.19K
TypeSH
Market value$7.49M
2.66%
Sole
24.19K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares8.04K
TypeSH
Market value$7.39M
2.63%
Sole
8.04K
Shared
0.00
None
0.00

SERVICENOW INC

SOLE
COM
Shares63.87K
TypeSH
Market value$6.68M
2.38%
Sole
63.87K
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares13.56K
TypeSH
Market value$6.67M
2.37%
Sole
13.56K
Shared
0.00
None
0.00

COCA COLA CO

SOLE
COM
Shares86.39K
TypeSH
Market value$6.57M
2.34%
Sole
86.39K
Shared
0.00
None
0.00

TEXAS INSTRS INC

SOLE
COM
Shares32.17K
TypeSH
Market value$6.25M
2.22%
Sole
32.17K
Shared
0.00
None
0.00

AUTODESK INC

SOLE
COM
Shares24.29K
TypeSH
Market value$5.82M
2.07%
Sole
24.29K
Shared
0.00
None
0.00

DEERE & CO

SOLE
COM
Shares10.08K
TypeSH
Market value$5.68M
2.02%
Sole
10.08K
Shared
0.00
None
0.00

SHERWIN WILLIAMS CO

SOLE
COM
Shares15.16K
TypeSH
Market value$4.86M
1.73%
Sole
15.16K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
SBI INT-UTILS
Shares92.36K
TypeSH
Market value$4.24M
1.51%
Sole
92.36K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
TECHNOLOGY
Shares30.40K
TypeSH
Market value$4.04M
1.44%
Sole
30.40K
Shared
0.00
None
0.00
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