Iyo Bank, Ltd. Top Holdings and 13F Report (2024)

About Iyo Bank, Ltd.

Investment Activity

  • Iyo Bank, Ltd. has $251.00 thousand in total holdings as of March 31, 2024.
  • Iyo Bank, Ltd. owns shares of 34 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
  • Approximately 7.85% of the portfolio was purchased this quarter.
  • This quarter, Iyo Bank, Ltd. has purchased 31 new stocks and bought additional shares in 7 stocks.
  • Iyo Bank, Ltd. sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

NVIDIA
$31,950
Microsoft
$27,800
Alphabet
$18,072
Adobe
$14,235
Alphabet
$13,306

Largest New Holdings this Quarter

Rockwell Automation
$1,605 Holding
NextEra Energy
$1,134 Holding

Largest Purchases this Quarter

UnitedHealth Group
11,990 shares (about $5.93K)
Walmart
85,080 shares (about $5.12K)
Alphabet
14,370 shares (about $2.19K)
Rockwell Automation
5,510 shares (about $1.61K)
Adobe
2,870 shares (about $1.45K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIyo Bank, Ltd.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Co. stock logo
NVDA
NVIDIA
$31,9500.0%35,36012.7%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$27,8000.0%66,07711.1%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$18,0720.0%119,7407.2%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$14,235$1,448 11.3%28,2105.7%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$13,306$2,188 19.7%87,3905.3%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$13,1110.0%43,5325.2%Computer and Technology
Prologis, Inc. stock logo
PLD
Prologis
$12,8140.0%98,4005.1%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$12,6640.0%70,2095.0%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$11,4360.0%66,6904.6%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$11,4220.0%93,3484.6%Consumer Discretionary
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$7,980$5,932 289.6%16,1303.2%Medical
Walmart Inc. stock logo
WMT
Walmart
$7,679$5,119 200.0%127,6203.1%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$7,6350.0%27,3563.0%Business Services
Intuit Inc. stock logo
INTU
Intuit
$5,3190.0%8,1832.1%Computer and Technology
The Coca-Cola Company stock logo
KO
Coca-Cola
$5,2850.0%86,3902.1%Consumer Staples
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$5,2710.0%9,0692.1%Medical
Accenture plc stock logo
ACN
Accenture
$5,1780.0%14,9382.1%Business Services
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$4,5790.0%28,2201.8%Consumer Staples
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$4,2790.0%12,3201.7%Construction
NIKE, Inc. stock logo
NKE
NIKE
$4,076$1,211 42.3%43,3701.6%Consumer Discretionary
Autodesk, Inc. stock logo
ADSK
Autodesk
$4,0380.0%15,5051.6%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$3,7540.0%4,9241.5%Computer and Technology
Aptiv PLC stock logo
APTV
Aptiv
$3,700$514 16.1%46,4501.5%Business Services
Ecolab Inc. stock logo
ECL
Ecolab
$3,2210.0%13,9501.3%Basic Materials
Keysight Technologies, Inc. stock logo
KEYS
Keysight Technologies
$2,5000.0%15,9851.0%Computer and Technology
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$2,1150.0%12,1400.8%Computer and Technology
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$1,605$1,605 New Holding5,5100.6%Industrial Products
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$1,4850.0%3,7200.6%Medical
PTC Inc. stock logo
PTC
PTC
$1,2290.0%6,5050.5%Computer and Technology
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,134$1,134 New Holding17,7500.5%Utilities
Illumina, Inc. stock logo
ILMN
Illumina
$7550.0%5,5000.3%Medical
Fortinet, Inc. stock logo
FTNT
Fortinet
$5810.0%8,5000.2%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$478$235 97.1%2,7200.2%Auto/Tires/Trucks
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$311$311 New Holding4000.1%Medical

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: