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Mizuho Bank, Ltd.

Q2 2025 · Filed 2025-08-13
Market Value
$1.0B
+129.8%
Holdings
10
-100
New Purchases
4
Added To
2
Closed
3
Reduced
0
Top 10 Concentration
100.0%
Turnover
70.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QQQM 26.77% 0.00% +26.77% $273M
QQQ 16.26% 0.00% +16.26% $165M
SPY 12.14% 0.00% +12.14% $124M
IVV 5.49% 0.00% +5.49% $56M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GLD 21.56% 39.03% -17.47% $219M
GLDM 0.00% 15.37% -15.37% $0
XLU 0.00% 10.68% -10.68% $0
IAU 0.00% 7.99% -7.99% $0
SPLG 15.00% 20.79% -5.79% $153M
CME 2.78% 6.14% -3.36% $28M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $345M 33.9%
Large Cap 7 $673M 66.1%

Portfolio Analytics

Avg Market Cap
$261.3B
Median Market Cap
$106.1B
Avg P/E
24.7
Median P/E
24.7
Avg Dividend Yield
0.04%
Avg Beta
0.67
# Stocks
1
# ETFs / Funds
9

Top Holdings (10 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 QQQM 26.77% 1,200,000 $273M $227.10 +1,200,000 NEW
2 GLD 21.56% 720,000 $219M $304.83 $47M +120,000 +20.0%
3 QQQ 16.26% 300,000 $165M $551.64 +300,000 NEW
4 SPLG 15.00% 2,100,000 $153M $72.69 $61M +700,000 +50.0%
5 SPY 12.14% 200,000 $124M $617.85 +200,000 NEW
6 IVV 5.49% 90,000 $56M $620.90 +90,000 NEW
7 CME 2.78% 102,518 $28M $275.62 $1M
8 IAU —% -$35M -600,000 -100.0% SOLD
9 GLDM —% -$68M -1,100,000 -100.0% SOLD
10 XLU —% -$47M -600,000 -100.0% SOLD

New Positions

SymbolValue% Port
QQQM $273M 26.77%
QQQ $165M 16.26%
SPY $124M 12.14%
IVV $56M 5.49%

Sold Out Positions

SymbolValue% Port
IAU —%
GLDM —%
XLU —%
View SEC EDGAR Filings for Mizuho Bank, Ltd. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms