Iyo Bank, Ltd.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Iyo Bank, Ltd. reported 32 stock positions worth $329.5 million. Its top holding was Alphabet Class A (GOOGL) at 13.0% of the portfolio, followed by Microsoft (MSFT, 8.7%) and Apple (AAPL, 7.4%). Compared with Q1 2026, it opened 2 new positions, sold out of 5, added to 3 and reduced 1. The biggest buy was Micron Technology (MU, shares +47%) and the biggest sale an exit from Autodesk (ADSK).

Most Recent 13F
Q2 2026
Location
MATSUYAMA, M0
CIK
0001890435
Portfolio Value
$329.5M (Q2 2026)
SEC Filing
0001890435-26-000003 ↗ filed Aug 12, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $251.0M Q1 2024 Q2 2024: $281.8M Q2 2024 Q3 2024: $281.8M Q3 2024 Q4 2024: $292.5M Q4 2024 Q1 2025: $310.5M Q1 2025 Q2 2025: $247.5M Q2 2025 Q3 2025: $265.1M Q3 2025 Q4 2025: $313.3M Q4 2025 Q1 2026: $281.1M Q1 2026 Q2 2026: $329.5M $329.5M Q2 2026

Holdings 32 stocks · $329.5M
GOOGL Alphabet Inc. Class A 12.99% 119,740 $42.8M No change
MSFT Microsoft Corp. 8.74% 77,222 $28.8M No change
AAPL Apple Inc. 7.41% 84,350 $24.4M No change
NVDA Nvidia Corp. 5.22% 85,985 $17.2M Add +29.7%
MU Micron Technology Inc. 5.01% 14,298 $16.5M Add +47.1%
PLD Prologis Inc. 4.05% 98,400 $13.3M No change
GOOG Alphabet Inc. Class C 3.79% 35,329 $12.5M No change
V Visa Inc. Class A 3.56% 34,176 $11.7M No change
AMZN Amazon.com Inc. 3.50% 48,359 $11.5M No change
WMT Walmart Inc. 3.30% 96,073 $10.9M No change
KEYS Keysight Technologies Inc. 3.28% 30,855 $10.8M No change
ROK Rockwell Automation Inc. 3.21% 21,350 $10.6M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 3.09% 105,780 $10.2M No change
LLY Eli Lilly & Co. 2.93% 8,039 $9.6M No change
TXN Texas Instruments Inc. 2.91% 32,170 $9.6M No change
AVGO Broadcom Inc. 2.77% 24,189 $9.1M No change
TMO Thermo Fisher Scientific Inc. 2.51% 16,500 $8.3M Add +21.6%
KLAC KLA Corp. 2.47% 26,950 $8.1M No change
PG The Procter & Gamble Co. 2.33% 52,430 $7.7M No change
NEE Nextera Energy Inc. 2.20% 82,603 $7.3M No change
KO The Coca-Cola Co. 2.13% 86,390 $7.0M No change
DE Deere & Co. 1.94% 10,080 $6.4M No change
NOW ServiceNow Inc. 1.90% 63,064 $6.3M Reduce -1.3%
SHW The Sherwin-Williams Co. 1.58% 15,160 $5.2M No change
LIN Linde PLC 1.51% 9,607 $5.0M New
FTNT Fortinet Inc. 1.47% 31,501 $4.8M No change
ECL Ecolab Inc. 1.18% 13,950 $3.9M No change
PWR Quanta Services Inc. 0.95% 4,328 $3.1M New
ARM Arm Holdings PLC-ADR 0.93% 8,688 $3.1M No change
XLE SS Energy Select Sector 0.55% 33,949 $1.8M No change
ISRG Intuitive Surgical Inc. 0.45% 3,720 $1.5M No change
TSLA Tesla Inc. 0.15% 1,147 $482K No change

Portfolio Sells Q1 2026 → Q2 2026
ADSK Autodesk Inc. Sold out 0.00% −2.07
XLU St Sr Utl SL SE SPDR ETF-Usd Sold out 0.00% −1.51
XLK SS Technology Select Sector Sold out 0.00% −1.44
XLI SS Industrial Select Sector Sold out 0.00% −0.73
NOW ServiceNow Inc. Reduce -1.3% 1.90% −0.47
PTC PTC Inc. Sold out 0.00% −0.38

Portfolio Buys Q1 2026 → Q2 2026
MU Micron Technology Inc. Add +47.1% 5.01% +3.84
LIN Linde PLC New 1.51% +1.51
NVDA Nvidia Corp. Add +29.7% 5.22% +1.11
PWR Quanta Services Inc. New 0.95% +0.95
TMO Thermo Fisher Scientific Inc. Add +21.6% 2.51% +0.14

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 32$329.5MGOOGL, MSFT, AAPL, NVDA, MU
Q1 2026 35$281.1MGOOGL, MSFT, AAPL, PLD, WMT
Q4 2025 37$313.3MGOOGL, MSFT, AAPL, PLD, NVDA
Q3 2025 41$265.1MMSFT, GOOGL, AAPL, NVDA, ADBE
Q2 2025 41$247.5MMSFT, GOOGL, AAPL, ADBE, V
Q1 2025 51$310.5MMSFT, GOOGL, AAPL, GOOG, VNQ
Q4 2024 36$292.5MNVDA, MSFT, GOOGL, AAPL, GOOG
Q3 2024 35$281.8MNVDA, MSFT, GOOGL, ADBE, AAPL
Q2 2024 36$281.8MNVDA, MSFT, GOOGL, ADBE, GOOG
Q1 2024 34$251.0MNVDA, MSFT, GOOGL, ADBE, GOOG