Iyo Bank, Ltd.

data from 30/09/2025

Capitalization

$ 265.118 M 7.13 %

Average holding period

10 ans

Performance

$ 25.060 M 32.83 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Iyo Bank, Ltd.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 15.09% 39.997 M $ 77222 2021/12/31 1.586 M $ 4.13 %
2025/09/30 GOOGL ALPHABET INC 10.98% 29.109 M $ 119740 2021/12/31 8.007 M $ 37.94 %
2025/09/30 AAPL APPLE INC 7.56% 20.034 M $ 78680 2021/12/31 3.892 M $ 24.11 %
2025/09/30 NVDA NVIDIA CORPORATION 4.67% 12.370 M $ 66300 2021/12/31 1.896 M $ 18.10 %
2025/09/30 ADBE ADOBE INC 4.59% 12.161 M $ 34475 2021/12/31 -1.177 M $ -8.82 %
2025/09/30 DIS DISNEY WALT CO 4.57% 12.112 M $ 105780 2021/12/31 -338.394 K $ -7.67 %
2025/09/30 V VISA INC 4.40% 11.667 M $ 34176 2021/12/31 -467.185 K $ -3.85 %
2025/09/30 PLD PROLOGIS INC. 4.25% 11.269 M $ 98400 2021/12/31 924.959 K $ 8.94 %
2025/09/30 AMZN AMAZON COM INC 4.01% 10.618 M $ 48359 2021/12/31 4.212 K $ 0.08 %
2025/09/30 PG PROCTER AND GAMBLE CO 3.04% 8.056 M $ 52430 2021/12/31 -297.278 K $ -3.56 %
2025/09/30 WMT WALMART INC 2.98% 7.892 M $ 76572 2021/12/31 404.300 K $ 5.40 %
2025/09/30 INTU INTUIT 2.92% 7.753 M $ 11353 2021/12/31 -1.189 M $ -13.30 %
2025/09/30 ADSK AUTODESK INC 2.91% 7.716 M $ 24290 2021/12/31 196.749 K $ 2.62 %
2025/09/30 ROK ROCKWELL AUTOMATION INC 2.81% 7.462 M $ 21350 2024/03/31 370.635 K $ 5.23 %
2025/09/30 TXN TEXAS INSTRS INC 2.23% 5.911 M $ 32170 2022/06/30 -768.541 K $ -11.51 %
2025/09/30 KO COCA COLA CO 2.16% 5.729 M $ 86390 2021/12/31 -382.707 K $ -6.26 %
2025/09/30 APTV APTIV PLC 2.07% 5.495 M $ 63730 2024/12/31 1.147 M $ 26.39 %
2025/09/30 KEYS KEYSIGHT TECHNOLOGIES INC 2.04% 5.397 M $ 30855 2021/12/31 341.256 K $ 6.75 %
2025/09/30 CRM SALESFORCE INC 2.03% 5.378 M $ 22691 2021/12/31 -517.897 K $ -13.09 %
2025/09/30 ACN ACCENTURE PLC IRELAND 2.02% 5.347 M $ 21682 2021/12/31 -1.346 M $ -17.49 %
2025/09/30 SHW SHERWIN WILLIAMS CO 1.98% 5.249 M $ 15160 2021/12/31 43.963 K $ 0.84 %
2025/09/30 DE DEERE & CO 1.74% 4.609 M $ 10080 2024/06/30 -516.398 K $ -10.07 %
2025/09/30 NOW SERVICENOW INC 1.71% 4.531 M $ 4924 2021/12/31 -530.807 K $ -10.49 %
2025/09/30 ECL ECOLAB INC 1.44% 3.820 M $ 13950 2021/12/31 61.659 K $ 1.64 %
2025/09/30 NEE NEXTERA ENERGY INC 1.27% 3.356 M $ 44450 2021/12/31 269.811 K $ 8.74 %
2025/09/30 FTNT FORTINET INC 0.79% 2.106 M $ 25050 2023/12/31 -542.082 K $ -20.47 %
2025/09/30 LLY ELI LILLY & CO 0.70% 1.852 M $ 2427 2024/03/31 -39.109 K $ -2.12 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.63% 1.664 M $ 3720 2021/12/31 -357.789 K $ -17.70 %
2025/09/30 PTC PTC INC 0.57% 1.509 M $ 7435 2021/12/31 228.105 K $ 17.80 %
2025/09/30 ARM ARM HOLDINGS PLC 0.35% 921.666 K $ 6514 2025/03/31 0.000 $ 0.00 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.16% 436.601 K $ 1549 2025/03/31 44.347 K $ 11.31 %
2025/09/30 XLY SELECT SECTOR SPDR TR 0.15% 405.711 K $ 1693 2025/03/31 37.770 K $ 10.27 %
2025/09/30 XLC SELECT SECTOR SPDR TR 0.15% 402.221 K $ 3398 2025/03/31 33.436 K $ 9.07 %
2025/09/30 XLI SELECT SECTOR SPDR TR 0.15% 392.053 K $ 2542 2025/03/31 17.056 K $ 4.55 %
2025/09/30 XLU SELECT SECTOR SPDR TR 0.14% 370.817 K $ 4252 2025/03/31 23.598 K $ 6.80 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.14% 366.154 K $ 6797 2025/03/31 10.195 K $ 2.86 %
2025/09/30 XLB SELECT SECTOR SPDR TR 0.13% 342.797 K $ 3825 2025/03/31 6.923 K $ 2.06 %
2025/09/30 XLRE SELECT SECTOR SPDR TR 0.13% 332.785 K $ 7899 2025/03/31 5.608 K $ 1.71 %
2025/09/30 XLE SELECT SECTOR SPDR TR 0.13% 331.809 K $ 3714 2025/03/31 16.824 K $ 5.34 %
2025/09/30 XLP SELECT SECTOR SPDR TR 0.12% 327.038 K $ 4173 2025/03/31 -10.849 K $ -3.21 %
2025/09/30 XLV SELECT SECTOR SPDR TR 0.12% 318.003 K $ 2285 2025/03/31 10.008 K $ 3.25 %
2025/09/30 VNQ VANGUARD REAL ESTATE ETF 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %