Iyo Bank, Ltd.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Iyo Bank, Ltd. reported 51 stock positions worth $310.5 million. Its top holding was Microsoft (MSFT) at 9.3% of the portfolio, followed by Alphabet Class A (GOOGL, 6.0%) and Apple (AAPL, 5.6%). Compared with Q4 2024, it opened 16 new positions, sold out of 1, added to 18 and reduced 1. The biggest buy was a new position in Vanguard Real Estate ETF (VNQ) and the biggest sale Nvidia (NVDA, shares −75%).

Most Recent 13F
Q2 2026
Location
MATSUYAMA, M0
CIK
0001890435
Portfolio Value
$310.5M (Q1 2025)
SEC Filing
0001890435-25-000002 ↗ filed May 13, 2025

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 $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 Q2 2026

Holdings 51 stocks · $310.5M
MSFT Microsoft Corp. 9.33% 77,222 $29.0M Add +16.9%
GOOGL Alphabet Inc. Class A 5.96% 119,740 $18.5M No change
AAPL Apple Inc. 5.63% 78,680 $17.5M Add +18.0%
GOOG Alphabet Inc. Class C 4.40% 87,390 $13.7M No change
VNQ Vanguard Real Estate ETF 4.36% 149,600 $13.5M New
AMZN Amazon.com Inc. 4.30% 70,209 $13.4M No change
ADBE Adobe Inc. 4.26% 34,475 $13.2M Add +7.0%
V Visa Inc. Class A 3.86% 34,176 $12.0M Add +7.3%
UNH Unitedhealth Group Inc. 3.78% 22,410 $11.7M No change
CRM Salesforce Inc. 3.76% 43,532 $11.7M No change
WMT Walmart Inc. 3.61% 127,620 $11.2M No change
PLD Prologis Inc. 3.54% 98,400 $11.0M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 3.39% 106,748 $10.5M No change
PG The Procter & Gamble Co. 2.88% 52,430 $8.9M Add +85.8%
ACN Accenture PLC Class A 2.59% 25,738 $8.0M Add +72.3%
TMO Thermo Fisher Scientific Inc. 2.41% 15,049 $7.5M Add +38.0%
NVDA Nvidia Corp. 2.31% 66,300 $7.2M Reduce -75.0%
INTU Intuit Inc. 2.24% 11,353 $7.0M Add +22.0%
ADSK Autodesk Inc. 2.05% 24,290 $6.4M Add +16.9%
KO The Coca-Cola Co. 1.99% 86,390 $6.2M No change
TXN Texas Instruments Inc. 1.86% 32,170 $5.8M Add +165.0%
ROK Rockwell Automation Inc. 1.78% 21,350 $5.5M Add +93.9%
SHW The Sherwin-Williams Co. 1.70% 15,160 $5.3M Add +23.1%
DE Deere & Co. 1.52% 10,080 $4.7M Add +11.5%
KEYS Keysight Technologies Inc. 1.49% 30,855 $4.6M Add +93.0%
XLV SS Health Care Select Sector 1.29% 27,411 $4.0M New
XLC SS Comm Select Sector SPDR 1.27% 40,772 $3.9M New
NOW ServiceNow Inc. 1.26% 4,924 $3.9M No change
APTV Aptiv PLC 1.22% 63,730 $3.8M Add +37.2%
ECL Ecolab Inc. 1.14% 13,950 $3.5M No change
NEE Nextera Energy Inc. 1.01% 44,450 $3.2M Add +150.4%
NKE Nike Inc. Class B 1.00% 48,870 $3.1M No change
FTNT Fortinet Inc. 0.78% 25,050 $2.4M No change
LLY Eli Lilly & Co. 0.63% 2,366 $2.0M Add +225.9%
ISRG Intuitive Surgical Inc. 0.59% 3,720 $1.8M No change
PTC PTC Inc. 0.37% 7,435 $1.2M Add +14.3%
XLE SS Energy Select Sector 0.34% 11,142 $1.0M New
XLP SS Consumer Staples Sel Sect 0.33% 12,493 $1.0M New
XLF SS Financial Select Sector 0.33% 20,387 $1.0M New
XLU St Sr Utl SL SE SPDR ETF-Usd 0.32% 12,732 $1.0M New
XLY SS Consumer Disc Select Sect 0.32% 5,073 $1.0M New
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.32% 2,384 $1.0M New
XLI SS Industrial Select Sector 0.32% 7,622 $999K New
XLRE SS Real Estate Select Sector 0.32% 23,696 $992K New
XLB SS Materials Select Sector 0.32% 11,474 $987K New
SPY SS SPDR S&P 500 ETF Trust-US 0.32% 1,762 $986K New
QQQ Invesco QQQ Trust Series 1 0.31% 2,070 $971K New
XLK SS Technology Select Sector 0.31% 4,639 $958K New
ARM Arm Holdings PLC-ADR 0.24% 6,915 $738K New
TSLA Tesla Inc. 0.23% 2,720 $705K No change
INTC Intel Corp. 0.11% 14,470 $329K No change

Portfolio Sells Q4 2024 → Q1 2025
NVDA Nvidia Corp. Reduce -75.0% 2.31% −9.86
ILMN Illumina Inc. Sold out 0.00% −0.25

Portfolio Buys Q4 2024 → Q1 2025
VNQ Vanguard Real Estate ETF New 4.36% +4.36
XLV SS Health Care Select Sector New 1.29% +1.29
XLC SS Comm Select Sector SPDR New 1.27% +1.27
PG The Procter & Gamble Co. Add +85.8% 2.88% +1.26
TXN Texas Instruments Inc. Add +165.0% 1.86% +1.08
ACN Accenture PLC Class A Add +72.3% 2.59% +0.79
ROK Rockwell Automation Inc. Add +93.9% 1.78% +0.70
KEYS Keysight Technologies Inc. Add +93.0% 1.49% +0.61
NEE Nextera Energy Inc. Add +150.4% 1.01% +0.58
TMO Thermo Fisher Scientific Inc. Add +38.0% 2.41% +0.47
LLY Eli Lilly & Co. Add +225.9% 0.63% +0.44
V Visa Inc. Class A Add +7.3% 3.86% +0.41
XLE SS Energy Select Sector New 0.34% +0.34
XLP SS Consumer Staples Sel Sect New 0.33% +0.33
XLF SS Financial Select Sector New 0.33% +0.33
XLU St Sr Utl SL SE SPDR ETF-Usd New 0.32% +0.32
XLY SS Consumer Disc Select Sect New 0.32% +0.32
DIA SS SPDR Dow Jones Indus Avg New 0.32% +0.32
XLI SS Industrial Select Sector New 0.32% +0.32
XLRE SS Real Estate Select Sector New 0.32% +0.32
XLB SS Materials Select Sector New 0.32% +0.32
SPY SS SPDR S&P 500 ETF Trust-US New 0.32% +0.32
QQQ Invesco QQQ Trust Series 1 New 0.31% +0.31
XLK SS Technology Select Sector New 0.31% +0.31
SHW The Sherwin-Williams Co. Add +23.1% 1.70% +0.27
APTV Aptiv PLC Add +37.2% 1.22% +0.26
INTU Intuit Inc. Add +22.0% 2.24% +0.25
ARM Arm Holdings PLC-ADR New 0.24% +0.24
DE Deere & Co. Add +11.5% 1.52% +0.21
PTC PTC Inc. Add +14.3% 0.37% −0.04
ADSK Autodesk Inc. Add +16.9% 2.05% −0.05
AAPL Apple Inc. Add +18.0% 5.63% −0.08
MSFT Microsoft Corp. Add +16.9% 9.33% −0.19
ADBE Adobe Inc. Add +7.0% 4.26% −0.64

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