Iyo Bank, Ltd.

CIK

1890435

Location

MATSUYAMA, M0

Portfolio Value

Small $258,594,921

Diversification

Diversified

Filing Date

Global Rank

#3,366 / 8,232 ▼ 70

Top Industry

Internet Content & Information 13.3%

3Y Alpha vs SPY

-8.6%

Period ended 2 months ago

Filed May 13, 2026 · 32d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+41.2%

SPY

+76.3%

Annualised alpha

-8.6%

Max drawdown

−22.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

30 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.3%

+0.8 pts

Top 5

42.3%

+1.8 pts

Top 10

62.0%

+2.1 pts

HHI

582

Diversified+20

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	42.0%	$108,691,168	13
Communication Services	17.3%	$44,627,510	2
Consumer Defensive	10.1%	$26,082,900	3
Healthcare	6.1%	$15,776,517	3
Industrials	5.2%	$13,340,152	2
Real Estate	5.0%	$13,006,512	1
Consumer Cyclical	4.1%	$10,498,125	2
Financial Services	4.0%	$10,329,354	1
Basic Materials	3.3%	$8,570,517	2
Utilities	3.0%	$7,672,166	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
NEE	Nextera Energy Inc	+38,153	82,603	$7,672,166
NOW	ServiceNow, Inc.	+26,883	63,867	$6,677,294
WMT	Walmart Inc.	+19,501	96,073	$11,939,952
FTNT	Fortinet, Inc.	+6,451	31,501	$2,574,261
AAPL	Apple Inc.	+5,670	84,350	$21,407,186
LLY	ELI LILLY & Co	+5,612	8,039	$7,394,031
ARM	Arm Holdings PLC /Uk	+2,174	8,688	$1,314,320
No positions match the current search.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
AVGO	Broadcom Inc.	24,189	$7,486,737
KLAC	Kla Corp	2,695	$3,968,144
MU	Micron Technology Inc	9,717	$3,282,791
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
ADBE	Adobe Inc.	34,475	$12,065,905
INTU	Intuit Inc.	16,042	$10,626,541
CRM	Salesforce, Inc.	38,157	$10,108,170
ACN	Accenture plc	32,181	$8,634,162
UNH	Unitedhealth Group Inc	22,951	$7,576,354
APTV	Aptiv PLC	63,730	$4,849,215
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

30 positions · $258,594,921 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Held	119,740	0	$34,432,434	−8.1%	13.32%
MSFT	Microsoft Corp Technology	Held	77,222	0	$28,585,267	−23.5%	11.05%
AAPL	Apple Inc. Technology	Added	84,350	+5,670	$21,407,186	+0.1%	8.28%
PLD	Prologis, Inc. Real Estate	Held	98,400	0	$13,006,512	+3.5%	5.03%
WMT	Walmart Inc. Consumer Defensive	Added	96,073	+19,501	$11,939,952	+40.0%	4.62%
NVDA	Nvidia Corp Technology	Held	66,300	0	$11,562,720	−6.5%	4.47%
V	Visa Inc. Financial Services	Held	34,176	0	$10,329,354	−13.8%	3.99%
DIS	Walt Disney Co Communication Services	Held	105,780	0	$10,195,076	−15.3%	3.94%
AMZN	Amazon Com Inc Consumer Cyclical	Held	48,359	0	$10,071,728	−9.8%	3.89%
KEYS	Keysight Technologies, Inc. Technology	Held	30,855	0	$8,712,526	+39.0%	3.37%
NEE	Nextera Energy Inc Utilities	Added	82,603	+38,153	$7,672,166	+115.0%	2.97%
ROK	Rockwell Automation, Inc Industrials	Held	21,350	0	$7,662,088	−7.8%	2.96%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	52,430	0	$7,572,989	+0.8%	2.93%
AVGO	Broadcom Inc. Technology	NEW	24,189	NEW	$7,486,737	NEW	2.90%
LLY	ELI LILLY & Co Healthcare	Added	8,039	+5,612	$7,394,031	+183.5%	2.86%
NOW	ServiceNow, Inc. Technology	Added	63,867	+26,883	$6,677,294	+17.9%	2.58%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	13,565	0	$6,667,604	−15.2%	2.58%
KO	Coca Cola Co Consumer Defensive	Held	86,390	0	$6,569,959	+8.8%	2.54%
TXN	Texas Instruments Inc Technology	Held	32,170	0	$6,245,483	+11.9%	2.42%
ADSK	Autodesk, Inc. Technology	Held	24,290	0	$5,815,026	−19.1%	2.25%
DE	Deere & Co Industrials	Held	10,080	0	$5,678,064	+21.0%	2.20%
SHW	Sherwin Williams Co Basic Materials	Held	15,160	0	$4,859,538	−1.1%	1.88%
KLAC	Kla Corp Technology	NEW	2,695	NEW	$3,968,144	NEW	1.53%
ECL	Ecolab Inc. Basic Materials	Held	13,950	0	$3,710,979	+1.3%	1.44%
MU	Micron Technology Inc Technology	NEW	9,717	NEW	$3,282,791	NEW	1.27%
FTNT	Fortinet, Inc. Technology	Added	31,501	+6,451	$2,574,261	+29.4%	1.00%
ISRG	Intuitive Surgical Inc Healthcare	Held	3,720	0	$1,714,882	−18.6%	0.66%
ARM	Arm Holdings PLC /Uk Technology	Added	8,688	+2,174	$1,314,320	+84.6%	0.51%
PTC	Ptc Inc. Technology	Held	7,435	0	$1,059,413	−18.2%	0.41%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,147	0	$426,397	−17.3%	0.16%