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Iyo Bank, LTD.

CIK:0001890435
Bank
$42B AUM
41 holdings
Matsuyama, Ehime, Japan
Founded:1878
3,071 employees
Latest filing:Jun 30, 2025

Iyo Bank, Ltd. is a major regional bank headquartered in Matsuyama, Ehime Prefecture, Japan. Founded in 1878, the bank offers comprehensive retail and commercial banking services, including deposit accounts, loans, leasing, insurance, foreign currency services, and investment trusts. It has a significant regional presence with thousands of employees and serves both individuals and businesses across Ehime, Tokyo, Nagoya, and ASEAN regions. The company restructured into a holding company structure in 2022 to further diversify its offerings, including digital financial solutions.

Investment Strategy

Iyo Bank’s strategy centers on supporting regional revitalization and business development through a combination of traditional lending, asset management, and consulting services. The bank strives to enrich local economies by providing risk capital, management support, and partnership in regional development projects. It pursues a balanced approach between risk and return, emphasizing community integration and sustainability. The bank is also focused on digital innovation, launching apps and services to improve customer access and operational efficiency, and strategically builds its marketable securities portfolio to optimize returns amid changing economic conditions.

Latest 13F Filing Activity

Iyo Bank, LTD. filed their most recent 13F report on Jun 30, 2025 disclosing 41 equity positions with a total 13F market value of $247M. The fund increased holdings in Microsoft Corporation, Nvidia Corporation, Alphabet Inc. (class A) among other positions. Iyo Bank, LTD. reduced exposure to Alphabet Inc. (class C), Unitedhealth Group Incorporated, Amazon Com Inc. among others.

Top Buys
M
MSFTMICROSOFT CORPORATION
+$9.4M
N
NVDANVIDIA CORPORATION
+$3.3M
G
GOOGLALPHABET INC (CLASS A)
+$2.6M
I
INTUINTUIT INC
+$2.0M
R
ROKROCKWELL AUTOMATION INC
+$1.6M
Top Sells
G
GOOGALPHABET INC (CLASS C)
-$13.7M
U
UNHUNITEDHEALTH GROUP INCORPORATED
-$11.7M
A
AMZNAMAZON COM INC
-$8.2M
C
CRMSALESFORCE INC
-$7.7M
T
TMOTHERMO FISHER SCIENTIFIC INC
-$7.5M

Top Holdings

M
MSFTMICROSOFT CORPORATION
+15.5%$38.4M
G
GOOGLALPHABET INC (CLASS A)
+8.5%$21.1M
A
AAPLAPPLE INC
+6.5%$16.1M
A
ADBEADOBE INC
+5.4%$13.3M
V
VVISA INC
+4.9%$12.1M

Equity Positions (41)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
MICROSOFT CORPORATION15.52%$38.4M77,222$330.02$497.41+$9.4M
ALPHABET INC (CLASS A)8.53%$21.1M119,740$144.85$176.23+$2.6M
APPLE INC6.52%$16.1M78,680$184.36$205.17-$1.3M
ADOBE INC5.39%$13.3M34,475$512.81$386.88+$115.7K
V
V
VISA INC4.90%$12.1M34,176$234.14$355.05+$157.2K

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+29.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+11.0%
SERVICES-MISCELLANEOUS AMUSEMENT & RECREATION
+9.1%
ELECTRONIC COMPUTERS
+7.6%
SEMICONDUCTORS & RELATED DEVICES
+7.2%