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Portfolio (Quarterly) Guide ↗

Iyo Bank, Ltd.

· CIK 0001890435
13F Portfolio $329M AUM 32 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 4 Added 1 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 85,985.0 $17.2M 5.22% +20K +29.7% $200.09 +10.3%
2 MU MICRON TECHNOLOGY INC Technology 14,298.0 $16.5M 5.01% +5K +47.1% $1154.29 -16.9%
3 TMO THERMO FISHER SCIENTIFIC INC Healthcare 16,500.0 $8.3M 2.51% +3K +21.6% $501.36 +23.1%
4 KLAC KLA CORPORATION Technology 26,950.0 $8.1M 2.47% +24K +900.0% $301.71 -41.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.1%
Communication Services 17.1%
Consumer Defensive 8.2%
Industrials 6.5%
Healthcare 6.2%
Basic Materials 4.5%
Real Estate 4.3%
Consumer Cyclical 3.9%
Financial Services 3.8%
Utilities 2.3%