Iyo Bank, Ltd.
- SEC CIK
- 0001890435
- Latest filing
- Aug 11, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 11, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 32
- −3 vs. Q1 2026
- Portfolio value
- $329.5M
- +$48.4M (+17.2%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 119,740 | $42.8M | 13.0% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 77,222 | $28.8M | 8.7% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 84,350 | $24.4M | 7.4% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 85,985 | $17.2M | 5.2% | +19,685+29.7% | Added | History |
| MUMicron Technology Inc | Stock | 14,298 | $16.5M | 5.0% | +4,581+47.1% | Added | History |
| PLDPrologis, Inc. | REIT | 98,400 | $13.3M | 4.0% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 35,329 | $12.5M | 3.8% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 34,176 | $11.7M | 3.6% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 48,359 | $11.5M | 3.5% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 96,073 | $10.9M | 3.3% | 00.0% | Unchanged | History |
| KEYSKeysight Technologies, Inc. | Stock | 30,855 | $10.8M | 3.3% | 00.0% | Unchanged | History |
| ROKRockwell Automation, Inc | Stock | 21,350 | $10.6M | 3.2% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 105,780 | $10.2M | 3.1% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 8,039 | $9.64M | 2.9% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 32,170 | $9.59M | 2.9% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 24,189 | $9.14M | 2.8% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 16,500 | $8.27M | 2.5% | +2,935+21.6% | Added | History |
| KLACKLA Corp | COM NEW | 26,950 | $8.13M | 2.5% | 00.0% | UnchangedConverted for a 10-for-1 split | History |
| PGProcter & Gamble Co | Stock | 52,430 | $7.69M | 2.3% | 00.0% | Unchanged | History |
| NEENextera Energy Inc | Stock | 82,603 | $7.25M | 2.2% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 86,390 | $7.02M | 2.1% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 10,080 | $6.39M | 1.9% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 63,064 | $6.26M | 1.9% | −803−1.3% | Reduced | History |
| SHWSherwin Williams Co | COM | 15,160 | $5.22M | 1.6% | 00.0% | Unchanged | History |
| LINLinde PLC | Stock | 9,607 | $4.99M | 1.5% | +9,607 | New | History |
| FTNTFortinet, Inc. | Stock | 31,501 | $4.84M | 1.5% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 13,950 | $3.89M | 1.2% | 00.0% | Unchanged | History |
| PWRQuanta Services, Inc. | COM | 4,328 | $3.12M | 0.9% | +4,328 | New | History |
| ARMArm Holdings PLC | ADR | 8,688 | $3.08M | 0.9% | 00.0% | Unchanged | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 33,949 | $1.80M | 0.5% | 00.0% | Unchanged | – |
| ISRGIntuitive Surgical Inc | COM NEW | 3,720 | $1.48M | 0.4% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 1,147 | $482.4K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (5)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| ADSKAutodesk, Inc. | COM | 24,290 | $5.82M | 2.1% | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 92,358 | $4.24M | 1.5% | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 30,396 | $4.04M | 1.4% | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 12,656 | $2.05M | 0.7% | – |
| PTCPTC Inc. | Stock | 7,435 | $1.06M | 0.4% | History |