Mizuho Bank, Ltd.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Mizuho Bank, Ltd. reported 69 stock positions worth $507.1 million. Its top holding was Invesco Nasdaq 100 ETF (QQQM) at 39.6% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 30.6%) and St Sr Utl SL SE SPDR ETF-Usd (XLU, 7.2%). Compared with Q2 2024, it opened 14 new positions, sold out of 50, added to 6 and reduced 10. The biggest buy was a new position in Invesco Nasdaq 100 ETF (QQQM) and the biggest sale an exit from Invesco QQQ Trust Series 1 (QQQ).

Most Recent 13F
Q2 2026
Location
TOKYO, M0
CIK
0001512734
Portfolio Value
$507.1M (Q3 2024)
SEC Filing
0000950123-24-011062 ↗ filed Nov 13, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $966.9M Q1 2024 Q2 2024: $421.3M Q2 2024 Q3 2024: $507.1M $507.1M Q3 2024 Q4 2024: $358.1M Q4 2024 Q1 2025: $442.9M Q1 2025 Q2 2025: $1.0B Q2 2025 Q3 2025: $900.8M Q3 2025 Q4 2025: $840.3M Q4 2025 Q1 2026: $369.5M Q1 2026 Q2 2026: $467.4M Q2 2026

Holdings 69 stocks · $507.1M

QQQM Invesco Nasdaq 100 ETF 39.61% 1,000,000 $200.8M New
SPY SS SPDR S&P 500 ETF Trust-US 30.55% 270,000 $154.9M Reduce -5.3%
XLU St Sr Utl SL SE SPDR ETF-Usd 7.17% 450,000 $36.4M New
CME Cme Group Inc. 4.46% 102,518 $22.6M No change
XLI SS Industrial Select Sector 4.27% 160,000 $21.7M No change
XLK SS Technology Select Sector 4.23% 95,000 $21.4M No change
XLC SS Comm Select Sector SPDR 4.23% 237,000 $21.4M No change
XLF SS Financial Select Sector 4.20% 470,000 $21.3M No change
AAPL Apple Inc. 0.13% 2,800 $652K Add +3.7%
NVDA Nvidia Corp. 0.12% 5,000 $607K No change
GOOGL Alphabet Inc. Class A 0.08% 2,350 $390K No change
AMZN Amazon.com Inc. 0.07% 1,900 $354K No change
META Meta Platforms Inc. Class A 0.06% 540 $309K No change
BRK.B Berkshire Hathaway Inc. Class B 0.04% 430 $198K No change
JPM JPMorgan Chase & Co. 0.04% 920 $194K No change
UNH Unitedhealth Group Inc. 0.04% 310 $181K No change
V Visa Inc. Class A 0.03% 600 $165K No change
COST Costco Wholesale Corp. 0.03% 170 $151K Reduce -5.6%
XOM Exxon Mobil Corp. 0.03% 1,260 $148K No change
NOW ServiceNow Inc. 0.03% 150 $134K No change
TSLA Tesla Inc. 0.03% 500 $131K No change
AVGO Broadcom Inc. 0.02% 700 $121K No change
MRK Merck & Co. Inc. 0.02% 1,020 $116K No change
AMAT Applied Materials Inc. 0.02% 570 $115K Add +18.8%
MMM 3M Co. 0.02% 740 $101K No change
BKNG Booking Holdings Inc. 0.02% 24 $101K Reduce -14.3%
WCN Waste Connections Inc. 0.02% 550 $98K No change
MO Altria Group Inc. 0.02% 1,900 $97K No change
ADBE Adobe Inc. 0.02% 180 $93K Reduce -18.2%
CDW CDW Corp. 0.02% 400 $91K No change
CHE Chemed Corp. 0.02% 140 $84K No change
BBY Best Buy Co. Inc. 0.02% 800 $83K Add +23.1%
COR Cencora Inc. 0.02% 350 $79K Add +16.7%
AVY Avery Dennison Corp. 0.02% 350 $77K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.01% 1,900 $75K No change
MA Mastercard Inc. Class A 0.01% 150 $74K No change
NEE Nextera Energy Inc. 0.01% 850 $72K New
TTEK Tetra Tech Inc. 0.01% 1,400 $66K No change
AMP Ameriprise Financial Inc. 0.01% 140 $66K No change
ICLR Icon PLC 0.01% 220 $63K No change
GLOB Globant SA 0.01% 300 $59K No change
STE Steris PLC 0.01% 240 $58K No change
RTX RTX Corp. 0.01% 480 $58K Reduce -29.4%
CRWD CrowdStrike Holdings Inc. Class A 0.01% 200 $56K No change
VZ Verizon Communications Inc. 0.01% 1,150 $52K No change
ATR Aptargroup Inc. 0.01% 320 $51K Add +18.5%
DVN Devon Energy Corp. 0.01% 1,280 $50K No change
NFLX Netflix Inc. 0.01% 70 $50K Reduce -22.2%
MCK McKesson Corp. 0.01% 100 $49K No change
WEC WEC Energy Group Inc. 0.01% 500 $48K Reduce -16.7%
MNDY Monday.com Ltd. 0.01% 170 $47K New
ORLY O'reilly Automotive Inc. 0.01% 40 $46K No change
APPF Appfolio Inc. Class A 0.01% 190 $45K New
RCL Royal Caribbean Cruises Ltd. 0.01% 250 $44K New
MOH Molina Healthcare Inc. 0.01% 120 $41K Add +50.0%
AMD Advanced Micro Devices 0.01% 250 $41K No change
SYF Synchrony Financial 0.01% 800 $40K No change
HST Host Hotels & Resorts Inc. 0.01% 2,200 $39K New
FANG Diamondback Energy Inc. 0.01% 220 $38K New
TMDX Transmedics Group Inc. 0.01% 240 $38K New
ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN 0.01% 520 $36K New
AEE Ameren Corporation 0.01% 370 $32K New
DELL Dell Technologies -C 0.01% 250 $30K New
ABBV Abbvie Inc. 0.01% 150 $30K Reduce -37.5%
EQH Equitable Holdings Inc. 0.01% 700 $29K No change
APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC 0.01% 400 $29K Reduce -54.0%
STX Seagate Technology Holdings 0.01% 250 $27K New
BG Bunge Global SA 0.00% 250 $24K New
ZS Zscaler Inc. 0.00% 140 $24K Reduce -46.1%

Portfolio Sells Q2 2024 → Q3 2024

QQQ Invesco QQQ Trust Series 1 Sold out 0.00% −25.02
VTI VG Morningstar TS MKT ETF-US Sold out 0.00% −12.06
SPY SS SPDR S&P 500 ETF Trust-US Reduce -5.3% 30.55% −6.26
MSFT Microsoft Corp. Sold out 0.00% −0.17
GLD SPDR Gold Shares Sold out 0.00% −0.05
LLY Eli Lilly & Co. Sold out 0.00% −0.04
GLDM SPDR Gold Minishares Trust Sold out 0.00% −0.03
MORN Morningstar Inc. Sold out 0.00% −0.02
MU Micron Technology Inc. Sold out 0.00% −0.02
PGR Progressive Corp. Sold out 0.00% −0.02
UNP Union Pacific Corp. Sold out 0.00% −0.02
PANW Palo Alto Networks Inc. Sold out 0.00% −0.02
HD Home Depot Inc. Sold out 0.00% −0.02
MCD McDonald's Corp. Sold out 0.00% −0.02
CPRT Copart Inc. Sold out 0.00% −0.02
TW Tradeweb Markets Inc. Class A Sold out 0.00% −0.02
DUK Duke Energy Corp. Sold out 0.00% −0.01
ETR Entergy Corp. Sold out 0.00% −0.01
MCO Moody's Corp. Sold out 0.00% −0.01
WFC Wells Fargo & Co. Sold out 0.00% −0.01
PEP Pepsico Inc. Sold out 0.00% −0.01
PG The Procter & Gamble Co. Sold out 0.00% −0.01
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.01
KR Kroger Co. Sold out 0.00% −0.01
SPG Simon Property Group Inc. Sold out 0.00% −0.01
NSC Norfolk Southern Corp. Sold out 0.00% −0.01
PM Philip Morris International Sold out 0.00% −0.01
FOXA Fox Corp. Class A Sold out 0.00% −0.01
JNJ Johnson & Johnson Sold out 0.00% −0.01
SNA Snap-on Inc. Sold out 0.00% −0.01
LMT Lockheed Martin Corp. Sold out 0.00% −0.01
WAT Waters Corp. Sold out 0.00% −0.01
PHM Pultegroup Inc. Sold out 0.00% −0.01
TTWO Take-Two Interactive Softwre Sold out 0.00% −0.01
ADBE Adobe Inc. Reduce -18.2% 0.02% −0.01
VICI Vici Properties Inc. Sold out 0.00% −0.01
UHS Universal Health Services-B Sold out 0.00% −0.01
XYZ Block Inc. Sold out 0.00% −0.01
KLAC KLA Corp. Sold out 0.00% −0.01
PCAR Paccar Inc. Sold out 0.00% −0.01
ROL Rollins Inc. Sold out 0.00% −0.01
MPC Marathon Petroleum Corp. Sold out 0.00% −0.01
APTV Aptiv Irish Holdings Ltd. Reduce -54.0% 0.01% −0.01
TEAM Atlassian Corp. Class A Sold out 0.00% −0.01
SCI Service Corp. International Sold out 0.00% −0.01
WMT Walmart Inc. Sold out 0.00% −0.01
ZS Zscaler Inc. Reduce -46.1% 0.00% −0.01
CE Celanese Corp. Sold out 0.00% −0.01
PODD Insulet Corp. Sold out 0.00% −0.01
COST Costco Wholesale Corp. Reduce -5.6% 0.03% −0.01

Portfolio Buys Q2 2024 → Q3 2024

QQQM Invesco Nasdaq 100 ETF New 39.61% +39.61
XLU St Sr Utl SL SE SPDR ETF-Usd New 7.17% +7.17
NEE Nextera Energy Inc. New 0.01% +0.01
MNDY Monday.com Ltd. New 0.01% +0.01
APPF Appfolio Inc. Class A New 0.01% +0.01
RCL Royal Caribbean Cruises Ltd. New 0.01% +0.01
HST Host Hotels & Resorts Inc. New 0.01% +0.01
FANG Diamondback Energy Inc. New 0.01% +0.01
TMDX Transmedics Group Inc. New 0.01% +0.01
ZM Zoom Communications Inc. New 0.01% +0.01
AEE Ameren Corporation New 0.01% +0.01
DELL Dell Technologies -C New 0.01% +0.01
STX Seagate Technology Holdings New 0.01% +0.01
BG Bunge Global SA New 0.00% +0.00
BBY Best Buy Co. Inc. Add +23.1% 0.02% +0.00
MOH Molina Healthcare Inc. Add +50.0% 0.01% +0.00
ATR Aptargroup Inc. Add +18.5% 0.01% +0.00
COR Cencora Inc. Add +16.7% 0.02% −0.00
AMAT Applied Materials Inc. Add +18.8% 0.02% −0.00
AAPL Apple Inc. Add +3.7% 0.13% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 6$467.4MGLD, DBC, DBA, GSG, EWY
Q1 2026 4$369.5MXLE, SPY, DBA, CME
Q4 2025 6$840.3MSPYM, QQQ, SPY, QQQM, IWD
Q3 2025 9$900.8MQQQM, QQQ, GLDM, IAU, IVV
Q2 2025 7$1.0BQQQM, GLD, QQQ, SPYM, SPY
Q1 2025 6$442.9MGLD, SPYM, GLDM, XLU, IAU
Q4 2024 108$358.1MGLD, XLU, CME, XLC, XLF
Q3 2024 69$507.1MQQQM, SPY, XLU, CME, XLI
Q2 2024 105$421.3MSPY, QQQ, VTI, XLK, XLC
Q1 2024 6$966.9MSPYM, IAU, IVV, VTI, GLD