Iyo-Bank

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ARM",
  "ACN",
  "ADBE",
  "GOOGL",
  "INTU",
  "ISRG",
  "MSFT",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "INTC",
  "PG",
  "KEYS",
  "ROK",
  null,
  null,
  "NOW",
  "SHW",
  null,
  null,
  "TXN",
  "TMO",
  "VNQ",
  "XLB",
  null,
  null,
  null,
  null,
  "ADSK",
  "APTV",
  "FTNT",
  "AMZN",
  "V",
  "WMT",
  "PTC",
  "CRM",
  "DIA",
  "KO",
  "DE",
  "NEE",
  "NKE",
  "QQQ",
  "DIS",
  "GOOG",
  "LLY",
  "TSLA",
  "PLD",
  "XLK"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 51
Total Value: 310539000
Accession Number: 0001890435-25-000002
Form Type: 13F-HR
CIK: iyo-bank
Manager Name: Iyo-Bank

Data Enrichment

82% identified

42 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

51 positions • $310.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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MICROSOFT CORP

MSFT|594918104

Shares:77.2K

Value:$29.0M

% of Portfolio:9.3% ($29.0M/$310.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:119.7K

Value:$18.5M

% of Portfolio:6.0% ($18.5M/$310.5M)

Apple Inc.

AAPL|037833100

Shares:78.7K

Value:$17.5M

% of Portfolio:5.6% ($17.5M/$310.5M)

Alphabet Inc.

GOOG|02079K107

Shares:87.4K

Value:$13.7M

% of Portfolio:4.4% ($13.7M/$310.5M)

922908553

VNQ|922908553

Shares:149.6K

Value:$13.5M

% of Portfolio:4.4% ($13.5M/$310.5M)

AMAZON COM INC

AMZN|023135106

Shares:70.2K

Value:$13.4M

% of Portfolio:4.3% ($13.4M/$310.5M)

ADOBE INC.

ADBE|00724F101

Shares:34.5K

Value:$13.2M

% of Portfolio:4.3% ($13.2M/$310.5M)

VISA INC.

V|92826C839

Shares:34.2K

Value:$12.0M

% of Portfolio:3.9% ($12.0M/$310.5M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:22.4K

Value:$11.7M

% of Portfolio:3.8% ($11.7M/$310.5M)

Salesforce, Inc.

CRM|79466L302

Shares:43.5K

Value:$11.7M

% of Portfolio:3.8% ($11.7M/$310.5M)

Walmart Inc.

WMT|931142103

Shares:127.6K

Value:$11.2M

% of Portfolio:3.6% ($11.2M/$310.5M)

Prologis, Inc.

PLD|74340W103

Shares:98.4K

Value:$11.0M

% of Portfolio:3.5% ($11.0M/$310.5M)

Walt Disney Co

DIS|254687106

Shares:106.7K

Value:$10.5M

% of Portfolio:3.4% ($10.5M/$310.5M)

PROCTER & GAMBLE Co

PG|742718109

Shares:52.4K

Value:$8.9M

% of Portfolio:2.9% ($8.9M/$310.5M)

Accenture plc

ACN|G1151C101

Shares:25.7K

Value:$8.0M

% of Portfolio:2.6% ($8.0M/$310.5M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:15.0K

Value:$7.5M

% of Portfolio:2.4% ($7.5M/$310.5M)

NVIDIA CORP

NVDA|67066G104

Shares:66.3K

Value:$7.2M

% of Portfolio:2.3% ($7.2M/$310.5M)

INTUIT INC.

INTU|461202103

Shares:11.4K

Value:$7.0M

% of Portfolio:2.2% ($7.0M/$310.5M)

Autodesk, Inc.

ADSK|052769106

Shares:24.3K

Value:$6.4M

% of Portfolio:2.0% ($6.4M/$310.5M)

COCA COLA CO

KO|191216100

Shares:86.4K

Value:$6.2M

% of Portfolio:2.0% ($6.2M/$310.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	77.2K	QoQ +16.86% (+11.1K) YoY +16.86% (+11.1K)	All Managers (Combined)	$29.0M	9.3% ($29.0M/$310.5M)	QoQ +103982.43% (+$29.0M) YoY +104173.38% (+$29.0M)
Alphabet Inc.(GOOGLcusip02079K305)	119.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$18.5M	6.0% ($18.5M/$310.5M)	QoQ +81591.44% (+$18.5M) YoY +102362.37% (+$18.5M)
Apple Inc.(AAPLcusip037833100)	78.7K	QoQ +17.97% (+12.0K) YoY +17.97% (+12.0K)	All Managers (Combined)	$17.5M	5.6% ($17.5M/$310.5M)	QoQ +104546.42% (+$17.5M) YoY +152724.41% (+$17.5M)
Alphabet Inc.(GOOGcusip02079K107)	87.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$13.7M	4.4% ($13.7M/$310.5M)	QoQ +81934.48% (+$13.6M) YoY +102507.84% (+$13.6M)
(VNQcusip922908553)	149.6K	QoQ NEW(+149.6K) YoY NEW(+149.6K)	All Managers (Combined)	$13.5M	4.4% ($13.5M/$310.5M)	QoQ NEW(+$13.5M) YoY NEW(+$13.5M)
AMAZON COM INC(AMZNcusip023135106)	70.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$13.4M	4.3% ($13.4M/$310.5M)	QoQ +86623.36% (+$13.3M) YoY +105380.10% (+$13.3M)
ADOBE INC.(ADBEcusip00724F101)	34.5K	QoQ +6.96% (+2.2K) YoY +22.20% (+6.3K)	All Managers (Combined)	$13.2M	4.3% ($13.2M/$310.5M)	QoQ +92155.09% (+$13.2M) YoY +92783.73% (+$13.2M)
VISA INC.(Vcusip92826C839)	34.2K	QoQ +7.28% (+2.3K) YoY +24.93% (+6.8K)	All Managers (Combined)	$12.0M	3.9% ($12.0M/$310.5M)	QoQ +118861.06% (+$12.0M) YoY +156769.67% (+$12.0M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	22.4K	QoQ 0.00% (+0) YoY +38.93% (+6.3K)	All Managers (Combined)	$11.7M	3.8% ($11.7M/$310.5M)	QoQ +103437.40% (+$11.7M) YoY +146980.20% (+$11.7M)
Salesforce, Inc.(CRMcusip79466L302)	43.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$11.7M	3.8% ($11.7M/$310.5M)	QoQ +80166.59% (+$11.7M) YoY +89000.75% (+$11.7M)
Walmart Inc.(WMTcusip931142103)	127.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$11.2M	3.6% ($11.2M/$310.5M)	QoQ +97072.59% (+$11.2M) YoY +145804.41% (+$11.2M)
Prologis, Inc.(PLDcusip74340W103)	98.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$11.0M	3.5% ($11.0M/$310.5M)	QoQ +105659.06% (+$11.0M) YoY +85743.60% (+$11.0M)
Walt Disney Co(DIScusip254687106)	106.7K	QoQ 0.00% (+0) YoY +14.35% (+13.4K)	All Managers (Combined)	$10.5M	3.4% ($10.5M/$310.5M)	QoQ +88542.09% (+$10.5M) YoY +92143.03% (+$10.5M)
PROCTER & GAMBLE Co(PGcusip742718109)	52.4K	QoQ +85.79% (+24.2K) YoY +85.79% (+24.2K)	All Managers (Combined)	$8.9M	2.9% ($8.9M/$310.5M)	QoQ +188760.70% (+$8.9M) YoY +195029.94% (+$8.9M)
Accenture plc(ACNcusipG1151C101)	25.7K	QoQ +72.29% (+10.8K) YoY +72.29% (+10.8K)	All Managers (Combined)	$8.0M	2.6% ($8.0M/$310.5M)	QoQ +152725.88% (+$8.0M) YoY +154998.49% (+$8.0M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	15.0K	QoQ +37.95% (+4.1K) YoY +65.93% (+6.0K)	All Managers (Combined)	$7.5M	2.4% ($7.5M/$310.5M)	QoQ +131847.13% (+$7.5M) YoY +141960.33% (+$7.5M)
NVIDIA CORP(NVDAcusip67066G104)	66.3K	QoQ -75.00% (-198.9K) YoY +87.50% (+30.9K)	All Managers (Combined)	$7.2M	2.3% ($7.2M/$310.5M)	QoQ +20077.45% (-$7.2M) YoY +22391.39% (+$7.2M)
INTUIT INC.(INTUcusip461202103)	11.4K	QoQ +22.03% (+2.0K) YoY +38.73% (+3.2K)	All Managers (Combined)	$7.0M	2.2% ($7.0M/$310.5M)	QoQ +119123.53% (+$7.0M) YoY +130958.46% (+$7.0M)
Autodesk, Inc.(ADSKcusip052769106)	24.3K	QoQ +16.91% (+3.5K) YoY +56.65% (+8.8K)	All Managers (Combined)	$6.4M	2.0% ($6.4M/$310.5M)	QoQ +103466.77% (+$6.4M) YoY +157378.94% (+$6.4M)
COCA COLA CO(KOcusip191216100)	86.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$6.2M	2.0% ($6.2M/$310.5M)	QoQ +114921.37% (+$6.2M) YoY +116967.17% (+$6.2M)