Iyo Bank, Ltd.
SEC Form 13F institutional filer · CIK 0001890435
13F-HR · 34 reported holdings · 2026-03-31
Reported long-US-equity value
$0.28B
Top-10 concentration
57.8%
Iyo Bank, Ltd. — $280M AUM allocation strategy
Iyo Bank, Ltd. files SEC Form 13F and reports $280M of long US equity value across 34 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 32.4%, followed by Communication Services 19.6% and Consumer Staples 9.3%.
The top 10 holdings account for 58% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Iyo Bank, Ltd. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$280M
total across 34 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
58% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$XLU +69.5K sh · +$3.26M+$NEE +38.2K sh · +$4.1M+$NOW +26.9K sh · +$1.01M
Exited to nil (held last quarter, gone now)
$ADBE ($12.1M last qtr)$INTU ($10.6M last qtr)$CRM ($10.1M last qtr)$ACN ($8.63M last qtr)$UNH ($7.58M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services15.9%—
- Systems Software12.6%—
- Semiconductors9.0%—
- Technology Hardware, Storage & Peripherals7.6%—
- Industrial REITs4.7%—
- Consumer Staples Merchandise Retail4.3%—
- Transaction & Payment Processing Services3.7%—
- Movies & Entertainment3.7%—
- Other holdings38.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOG | Alphabet Inc. Class C Capital Stock | 120K | $34.4M | +0 | 12.3% |
| $MSFT | Microsoft Corporation | 77.2K | $28.6M | +0 | 10.2% |
| $AAPL | Apple Inc | 84.3K | $21.4M | +5.67K | 7.7% |
| $PLD | Prologis Inc | 98.4K | $13M | +0 | 4.6% |
| $WMT | Walmart Inc | 96.1K | $11.9M | +19.5K | 4.3% |
| $NVDA | NVIDIA Corporation | 66.3K | $11.6M | +0 | 4.1% |
| $V | Visa Inc | 34.2K | $10.3M | +0 | 3.7% |
| $DIS | Walt Disney Company | 106K | $10.2M | +0 | 3.6% |
| $GOOGL | Alphabet Inc | 35.3K | $10.1M | +0 | 3.6% |
| $AMZN | Amazon.com Inc | 48.4K | $10.1M | +0 | 3.6% |
…and 24 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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