Investor
Iyo Bank, Ltd.
CIK 0001890435 · filed 2026-05-13 · SEC filing
13F book
$281.1M
Positions
35
5 new · 7 sold
Largest name
12.2%
Alphabet Inc
Est. mark
−$18.7M
Price effect on 30 names still held. Flow −$13.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Alphabet Inc | — | 119.7K | $34.4M | 12.2% | −$3.05M | Held |
| Microsoft Corp | MSFT | 77.2K | $28.6M | 10.2% | −$8.76M | Held |
| Apple Inc. | AAPL | 84.3K | $21.4M | 7.6% | −$1.42M | Added$17.2K |
| Prologis Inc. | — | 98.4K | $13M | 4.6% | $444.8K | Held |
| Walmart Inc. | WMT | 96.1K | $11.9M | 4.2% | $985.5K | Added$3.41M |
| Nvidia Corp | NVDA | 66.3K | $11.6M | 4.1% | −$802.2K | Held |
| Visa Inc. | V | 34.2K | $10.3M | 3.7% | −$1.66M | Held |
| Disney Walt Co | — | 105.8K | $10.2M | 3.6% | −$1.84M | Held |
| Alphabet Inc | — | 35.3K | $10.1M | 3.6% | −$951.8K | Held |
| Amazon Com Inc | AMZN | 48.4K | $10.1M | 3.6% | −$1.09M | Held |
| Keysight Technologies, Inc. | KEYS | 30.9K | $8.71M | 3.1% | $2.44M | Held |
| Nextera Energy Inc | — | 82.6K | $7.67M | 2.7% | $560.1K | Added$4.1M |
| Rockwell Automation, Inc | ROK | 21.4K | $7.66M | 2.7% | −$644.6K | Held |
| Procter And Gamble Co | PG | 52.4K | $7.57M | 2.7% | $59.2K | Held |
| Broadcom Inc. | AVGO | 24.2K | $7.49M | 2.7% | — | New |
| Eli Lilly & Co | LLY | 8.04K | $7.39M | 2.6% | −$376K | Added$4.79M |
| ServiceNow, Inc. | NOW | 63.9K | $6.68M | 2.4% | −$1.8M | Added$1.01M |
| Thermo Fisher Scientific Inc. | TMO | 13.6K | $6.67M | 2.4% | −$1.19M | Held |
| Coca Cola Co | KO | 86.4K | $6.57M | 2.3% | $530.4K | Held |
| Texas Instrs Inc | — | 32.2K | $6.25M | 2.2% | $664.3K | Held |
| Autodesk, Inc. | ADSK | 24.3K | $5.82M | 2.1% | −$1.38M | Held |
| Deere & Co | DE | 10.1K | $5.68M | 2.0% | $985.1K | Held |
| Sherwin Williams Co | SHW | 15.2K | $4.86M | 1.7% | −$52.8K | Held |
| Select Sector Spdr Tr | — | 92.4K | $4.24M | 1.5% | $73.2K | Added$3.26M |
| Select Sector Spdr Tr | — | 30.4K | $4.04M | 1.4% | −$76.9K | Added$3.04M |
| Kla Corp | KLAC | 2.69K | $3.97M | 1.4% | — | New |
| Ecolab Inc. | ECL | 13.9K | $3.71M | 1.3% | $48.8K | Held |
| Micron Technology Inc | MU | 9.72K | $3.28M | 1.2% | — | New |
| Fortinet, Inc. | FTNT | 31.5K | $2.57M | 0.9% | $57.9K | Added$585K |
| Select Sector Spdr Tr | — | 33.9K | $2.08M | 0.7% | — | New |
| Select Sector Spdr Tr | — | 12.7K | $2.05M | 0.7% | — | New |
| Intuitive Surgical Inc | ISRG | 3.72K | $1.71M | 0.6% | −$392K | Held |
| Arm Holdings Plc | — | 8.69K | $1.31M | 0.5% | $273.4K | Added$602.3K |
| Ptc Inc. | PTC | 7.43K | $1.06M | 0.4% | −$235.8K | Held |
| Tesla, Inc. | TSLA | 1.15K | $426.4K | 0.2% | −$89.4K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.