Higo Bank, Ltd.

Q1 2026 13F-HR Holdings

Location
Kumamoto, M0
Holdings as of
3/31/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
22
Total value ($000)
$162,794
Net value change ($000)
-13,122 (-7.5%)
New positions
1
Sold out positions
4
Turnover %
6.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2026 Next filing: 11/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTI 3,112 NEW
VOO 2,783 75.2%
VRT 1,558 67.7%
HWM 628 12.4%
LIN 388 26.4%
WM 300 4.6%
GS 271 7.5%
NEE 157 15.6%
ON 109 14.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -4,141 -23.5%
UNH -3,037 -100.0%
NVDA -2,831 -6.5%
NOW -2,708 -52.4%
CRM -2,252 -100.0%
MA -1,079 -12.5%
XLY -849 -8.7%
ADBE -840 -100.0%
V -839 -11.4%
PANW -662 -10.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type