Higo Bank, Ltd.

CIK

1624486

Location

KUMAMOTO, M0

Portfolio Value

Small $211,751,035

Diversification

Diversified

Filing Date

Global Rank

#6,597 / 8,835 ▲ 185 · as of Jun 2026

Top Industry

Semiconductors 37.4%

3Y Alpha vs SPY

-1.1%

Period ended 45 days ago

Filed Nov 13, 2026 · 1d

3 quarters · since Mar 2026

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 81.5% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 1.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 79.4%; sector active share 36.5% against the combined 13F book's sector weights.

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

26 common stock positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

25.2%

+1.4 pts

Top 5

55.6%

−0.9 pts

Top 10

79.2%

−2.3 pts

HHI

1,039

Diversified+14

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

Common stock positions · as of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	48.4%	$102,467,090	8
Unclassified	31.9%	$67,502,055	8
Financial Services	9.9%	$21,064,195	3
Industrials	7.5%	$15,811,881	3
Consumer Cyclical	1.1%	$2,330,607	2
Basic Materials	0.8%	$1,779,937	1
Utilities	0.4%	$795,270	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
ANET	Arista Networks, Inc.	+14,630	18,210	$3,707,373
AVY	Avery Dennison Corp	+3,950	9,950	$1,698,166
VRT	Vertiv Holdings Co	+3,920	21,920	$5,289,515
V	Visa Inc.	+520	22,190	$7,973,532
GS	Goldman Sachs Group Inc	+200	5,260	$4,735,893
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−18,100	9,100	$3,405,584
PANW	Palo Alto Networks Inc	−6,000	30,960	$12,300,717
HWM	Howmet Aerospace Inc.	−5,000	19,700	$4,455,746
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	51,000	$6,409,170
TJX	Tjx Companies Inc	4,780	$632,441
CRDO	Credo Technology Group Holding Ltd	2,970	$578,526
COHR	Coherent Corp.	1,800	$518,058
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

26 tracked positions · $211,751,035 total · filing declares 26 positions · $211,751,044 · as of Sep 30, 2026

All sectors Basic Materials Consumer Cyclical Financial Services Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Held	234,000	0	$53,440,920	+14.1%	25.24%
MSFT	Microsoft Corp Technology	Held	39,500	0	$20,259,550	+37.5%	9.57%
IVV	iShares Core S&P 500 ETF	Held	16,800	0	$12,866,280	+2.3%	6.08%
SPY	Spdr S&P 500 ETF Trust	Held	16,300	0	$12,430,869	+2.1%	5.87%
PANW	Palo Alto Networks Inc Technology	Reduced	30,960	-6,000	$12,300,717	−2.4%	5.81%
AAPL	Apple Inc. Technology	Held	30,822	0	$10,264,342	+15.1%	4.85%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Held	50,560	0	$9,897,120	+2.7%	4.67%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Held	81,400	0	$8,859,576	−7.2%	4.18%
MA	Mastercard Inc Financial Services	Held	15,150	0	$8,354,770	+7.4%	3.95%
V	Visa Inc. Financial Services	Added	22,190	+520	$7,973,532	+7.2%	3.77%
VOO	VANGUARD 500 INDEX FUND	Held	10,850	0	$7,604,331	+2.0%	3.59%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	NEW	51,000	NEW	$6,409,170	NEW	3.03%
WM	Waste Management Inc Industrials	Held	29,750	0	$6,066,620	−8.5%	2.86%
QQQ	Invesco Qqq Trust, Series 1	Held	8,150	0	$6,029,125	+0.5%	2.85%
VRT	Vertiv Holdings Co Industrials	Added	21,920	+3,920	$5,289,515	−12.2%	2.50%
GS	Goldman Sachs Group Inc Financial Services	Added	5,260	+200	$4,735,893	−7.5%	2.24%
HWM	Howmet Aerospace Inc. Industrials	Reduced	19,700	-5,000	$4,455,746	−32.9%	2.10%
ANET	Arista Networks, Inc. Technology	Added	18,210	+14,630	$3,707,373	+509.6%	1.75%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	9,100	-18,100	$3,405,584	−66.2%	1.61%
LIN	Linde PLC Basic Materials	Held	3,750	0	$1,779,937	−8.5%	0.84%
AVY	Avery Dennison Corp Consumer Cyclical	Added	9,950	+3,950	$1,698,166	+74.3%	0.80%
UBER	Uber Technologies, Inc Technology	Held	20,400	0	$1,397,604	−5.1%	0.66%
NEE	Nextera Energy Inc Utilities	Held	10,500	0	$795,270	−13.7%	0.38%
TJX	Tjx Companies Inc Consumer Cyclical	NEW	4,780	NEW	$632,441	NEW	0.30%
CRDO	Credo Technology Group Holding Ltd Technology	NEW	2,970	NEW	$578,526	NEW	0.27%
COHR	Coherent Corp. Technology	NEW	1,800	NEW	$518,058	NEW	0.24%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.