Iyo Bank, Ltd. Portfolio Holdings

Iyo Bank, Ltd.

$306 Million
Q1 2025

Iyo Bank, Ltd. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $306 Million distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $29M, Alphabet Inc. with a value of $18.5M, Apple Inc. with a value of $17.5M, Alphabet Inc. with a value of $13.7M, and Vanguard Specialized Funds Van with a value of $13.5M.

Examining the 13F form we can see an increase of $13.5M in the current position value, from $292M to 306M.

Below you can find more details about Iyo Bank, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $306 Million

Technology: $118 Million

Communication Services: $42.7 Million

ETFs: $33.4 Million

Consumer Defensive: $26.3 Million

Healthcare: $23 Million

Consumer Cyclical: $17.2 Million

Financial Services: $12 Million

Real Estate: $11 Million

Other: $22.2 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
MSFT Microsoft Corp Technology	$3.77T	$29 Million 9.47% of portfolio	77,222	Q1 2025 Added 16.87%
GOOGL Alphabet Inc. Communication Services	$1.14T	$18.5 Million 6.05% of portfolio	119,740	Q3 2022 Added 1,900.0%
AAPL Apple Inc. Technology	$3.45T	$17.5 Million 5.71% of portfolio	78,680	Q1 2025 Added 17.98%
GOOG Alphabet Inc. Communication Services	$1.17T	$13.7 Million 4.46% of portfolio	87,390	Q1 2024 Added 19.68%
VNQ Vanguard Specialized Funds Van ETFs	$0	$13.5 Million 4.43% of portfolio	149,600	Q1 2025 New
AMZN Amazon Com Inc Consumer Cyclical	$2.32T	$13.4 Million 4.36% of portfolio	70,209	Q3 2022 Added 11.9%
ADBE Adobe Inc. Technology	$173B	$13.2 Million 4.32% of portfolio	34,475	Q1 2025 Added 6.97%
V Visa Inc. Financial Services	$575B	$12 Million 3.91% of portfolio	34,176	Q1 2025 Added 7.28%
UNH Unitedhealth Group Inc Healthcare	$267B	$11.7 Million 3.84% of portfolio	22,410	Q3 2024 Added 4.77%
CRM Salesforce, Inc. Technology	$264B	$11.7 Million 3.82% of portfolio	43,532	Q4 2021 New
WMT Walmart Inc. Consumer Defensive	$260B	$11.2 Million 3.66% of portfolio	127,620	Q1 2024 Added 200.0%
PLD Prologis, Inc. Real Estate	$101B	$11 Million 3.59% of portfolio	98,400	Q4 2021 New
DIS Walt Disney CO Communication Services	$221B	$10.5 Million 3.44% of portfolio	106,748	Q2 2024 Added 14.35%
PG Procter & Gamble CO Consumer Defensive	$375B	$8.94 Million 2.92% of portfolio	52,430	Q1 2025 Added 85.79%
ACN Accenture PLC Technology	$181B	$8.03 Million 2.62% of portfolio	25,738	Q1 2025 Added 72.3%
TMO Thermo Fisher Scientific Inc. Healthcare	$168B	$7.49 Million 2.45% of portfolio	15,049	Q1 2025 Added 37.95%
NVDA Nvidia Corp Technology	$416B	$7.19 Million 2.35% of portfolio	66,300	Q1 2025 Reduced 75.0%
INTU Intuit Inc Technology	$216B	$6.97 Million 2.28% of portfolio	11,353	Q1 2025 Added 22.04%
TXN Texas Instruments Inc Technology	$177B	$6.26 Million 2.05% of portfolio	32,170	Q1 2025 Added 164.99%
KO Coca Cola CO Consumer Defensive	$301B	$6.19 Million 2.02% of portfolio	86,390	Q1 2022 Added 10.49%
ADSK Autodesk, Inc. Technology	$53.1B	$5.97 Million 1.95% of portfolio	24,290	Q1 2025 Added 16.92%
ROK Rockwell Automation, Inc Industrials	$40.8B	$5.52 Million 1.8% of portfolio	21,350	Q1 2025 Added 93.91%
SHW Sherwin Williams CO Basic Materials	$88.1B	$5.29 Million 1.73% of portfolio	15,160	Q1 2025 Added 23.05%
DE Deere & CO Industrials	$153B	$4.73 Million 1.55% of portfolio	10,080	Q1 2025 Added 11.5%
KEYS Keysight Technologies, Inc. Technology	$29.5B	$4.62 Million 1.51% of portfolio	30,855	Q1 2025 Added 93.02%
XLV Select Sector Spdr Fund Health ETFs	$0	$4 Million 1.31% of portfolio	27,411	Q1 2025 New
XLC Select Sector Spdr Tr Communic ETFs	$0	$3.93 Million 1.28% of portfolio	40,772	Q1 2025 New
NOW Service Now, Inc. Technology	$194B	$3.92 Million 1.28% of portfolio	4,924	Q3 2022 Added 30.47%
ECL Ecolab Inc. Basic Materials	$77.1B	$3.54 Million 1.16% of portfolio	13,950	Q2 2022 Added 32.81%
NEE Nextera Energy Inc Utilities	$152B	$3.15 Million 1.03% of portfolio	44,450	Q1 2025 Added 150.42%
NKE Nike, Inc. Consumer Cyclical	$95B	$3.1 Million 1.01% of portfolio	48,870	Q2 2024 Added 12.68%
FTNT Fortinet, Inc. Technology	$82.6B	$2.41 Million 0.79% of portfolio	25,050	Q2 2024 Added 194.71%
LLY Eli Lilly & CO Healthcare	$738B	$1.95 Million 0.64% of portfolio	2,366	Q1 2025 Added 225.9%
ISRG Intuitive Surgical Inc Healthcare	$181B	$1.84 Million 0.6% of portfolio	3,720	Q4 2021 New
PTC Ptc Inc. Technology	$23.8B	$1.15 Million 0.38% of portfolio	7,435	Q1 2025 Added 14.3%
XLE Energy Sector Spdr ETFs	$0	$1.04 Million 0.34% of portfolio	11,142	Q1 2025 New
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$1 Million 0.33% of portfolio	2,384	Q1 2025 New
XLY Select Sector Spdr Consumer Di ETFs	$0	$1 Million 0.33% of portfolio	5,073	Q1 2025 New
XLF Financial Sector Spdr ETFs	$0	$1.02 Million 0.33% of portfolio	20,387	Q1 2025 New
XLU Utilities Sector Spdr ETFs	$0	$1 Million 0.33% of portfolio	12,732	Q1 2025 New
XLI Industrial Sector Spdr ETFs	$0	$999,000 0.33% of portfolio	7,622	Q1 2025 New
XLB Select Sector Spdr Fd Material ETFs	$0	$986,000 0.32% of portfolio	11,474	Q1 2025 New
SPY Spdr S&P 500 ETF Trust ETFs	$0	$985,000 0.32% of portfolio	1,762	Q1 2025 New
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$970,000 0.32% of portfolio	2,070	Q1 2025 New
XLRE Select Sector Spdr Tr Real Est ETFs	$0	$991,000 0.32% of portfolio	23,696	Q1 2025 New
XLK Technology Sector Spdr ETFs	$0	$957,000 0.31% of portfolio	4,639	Q1 2025 New
XLP Consumer Staples Sector Spdr ETFs	$0	$949,000 0.31% of portfolio	12,493	Q1 2025 New
TSLA Tesla, Inc. Consumer Cyclical	$1.05T	$704,000 0.23% of portfolio	2,720	Q1 2024 Added 97.1%
INTC Intel Corp Technology	$95.4B	$328,000 0.11% of portfolio	14,470	Q4 2024 New
Aptiv PLC	-	$0 0.0% of portfolio	-	Q1 2025 Added 37.2%

Summary

Portfolio
No. of Stocks 51
Current Value $306 Million
Prior Value $292 Million
Filing
Period Q1 2025
Filing Date May 12, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 16 stocks
Additional Purchases 18 stocks
Sold out of 0 stocks
Reduced holdings in 1 stocks

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