Iyo Bank, Ltd.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 58.1%; sector active share 34.4% against the combined 13F book's sector weights.
Over time 19 measured quarters
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 backtestPortfolio Concentration
32 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 42.1% | $138,761,120 |
| Communication Services | 19.9% | $65,455,603 |
| Consumer Defensive | 7.8% | $25,590,477 |
| Industrials | 6.1% | $20,080,337 |
| Healthcare | 5.9% | $19,394,027 |
| Basic Materials | 4.3% | $14,091,956 |
| Real Estate | 4.0% | $13,330,248 |
| Consumer Cyclical | 3.6% | $12,008,312 |
| Financial Services | 3.6% | $11,725,443 |
| Utilities | 2.2% | $7,250,065 |
| Unclassified | 0.5% | $1,803,031 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NOW | ServiceNow, Inc. | −803 | 63,064 | $6,260,993 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ADSK | Autodesk, Inc. | 24,290 | $5,815,026 | |
| XLU | State Street(R) Utilities Select Sector SPDR(R) ETF | 92,358 | $4,238,308 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | 30,396 | $4,039,628 | |
| XLI | State Street(R) Industrial Select Sector SPDR(R) ETF | 12,656 | $2,046,854 | |
| PTC | Ptc Inc. | 7,435 | $1,059,413 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 119,740 | $42,791,483 | 12.99% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 77,222 | $28,805,350 | 8.74% | |
| AAPL |
Apple Inc.
Technology
|
Held | 84,350 | $24,407,516 | 7.41% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 85,985 | $17,204,738 | 5.22% | |
| MU |
Micron Technology Inc
Technology
|
Added | 14,298 | $16,504,038 | 5.01% | |
| PLD |
Prologis, Inc.
Real Estate
|
Held | 98,400 | $13,330,248 | 4.05% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Held | 35,329 | $12,482,795 | 3.79% | |
| V |
Visa Inc.
Financial Services
|
Held | 34,176 | $11,725,443 | 3.56% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 48,359 | $11,525,884 | 3.50% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 96,073 | $10,881,227 | 3.30% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
Held | 30,855 | $10,801,409 | 3.28% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
Held | 21,350 | $10,569,958 | 3.21% | |
| DIS |
Walt Disney Co
Communication Services
|
Held | 105,780 | $10,181,325 | 3.09% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 8,039 | $9,642,218 | 2.93% | |
| TXN |
Texas Instruments Inc
Technology
|
Held | 32,170 | $9,588,911 | 2.91% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 24,189 | $9,137,394 | 2.77% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 16,500 | $8,272,440 | 2.51% | |
| KLAC |
Kla Corp
Technology
|
Added | 26,950 | $8,131,084 | 2.47% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 52,430 | $7,688,335 | 2.33% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 82,603 | $7,250,065 | 2.20% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 86,390 | $7,020,915 | 2.13% | |
| DE |
Deere & Co
Industrials
|
Held | 10,080 | $6,394,046 | 1.94% | |
| NOW |
ServiceNow, Inc.
Technology
|
Reduced | 63,064 | $6,260,993 | 1.90% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Held | 15,160 | $5,219,891 | 1.58% | |
| LIN |
Linde PLC
Basic Materials
|
NEW | 9,607 | $4,985,456 | 1.51% | |
| FTNT |
Fortinet, Inc.
Technology
|
Held | 31,501 | $4,839,183 | 1.47% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Held | 13,950 | $3,886,609 | 1.18% | |
| PWR |
Quanta Services, Inc.
Industrials
|
NEW | 4,328 | $3,116,333 | 0.95% | |
| ARM |
Arm Holdings PLC
Technology
|
Held | 8,688 | $3,080,504 | 0.93% | |
| XLE |
State Street(R) Energy Select Sector SPDR(R) ETF
|
Held | 33,949 | $1,803,031 | 0.55% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Held | 3,720 | $1,479,369 | 0.45% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 1,147 | $482,428 | 0.15% |
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.