Ieq Capital
Latest statistics and disclosures from Ieq Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are OPEN, QQQ, OEF, FB, AAPL, and represent 26.51% of Ieq Capital's stock portfolio.
- Added to shares of these 10 stocks: CRM (+$77M), CRWD (+$42M), RBLX (+$36M), COUR (+$31M), DDOG (+$20M), DASH (+$20M), UPWK (+$17M), COIN (+$15M), NVDA (+$14M), ABNB (+$13M).
- Started 107 new stock positions in AZN, ROOT, UDR, FIVE, MOS, MLM, IRM, BKR, HBAN, EPAM.
- Reduced shares in these 10 stocks: Slack Technologies (-$147M), SNOW (-$34M), ALGN (-$13M), IWD, ATVI, STMP, , IJR, General Electric Company, APTV.
- Sold out of its positions in Alexion Pharmaceuticals, BAND, BGT, CGNX, COHR, EMN, FTAI, General Electric Company, GNW, GNL. TAN, IEUR, Maxim Integrated Products, NVRO, NYCB, NAC, JRO, ONEM, QRVO, ROKU, XLP, XLF, Slack Technologies, TLRY.
- Ieq Capital was a net buyer of stock by $310M.
- Ieq Capital has $3.7B in assets under management (AUM), dropping by 10.10%.
- Central Index Key (CIK): 0001779789
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Portfolio Holdings for Ieq Capital
Companies in the Ieq Capital portfolio as of the September 2021 quarterly 13F filing
Ieq Capital has 690 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Ieq Capital Sept. 30, 2021 positions
- Download the Ieq Capital September 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Opendoor Technologies (OPEN) | 7.5 | $280M | 14M | 20.53 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.2 | $195M | +2% | 545k | 357.96 | |
| Ishares Tr S&p 100 Etf (OEF) | 5.1 | $189M | 959k | 197.44 | ||
| Facebook Cl A (FB) | 4.8 | $180M | +3% | 530k | 339.39 | |
| Apple (AAPL) | 4.0 | $149M | +7% | 1.1M | 141.50 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.9 | $145M | 345k | 420.00 | ||
| salesforce (CRM) | 3.0 | $114M | +210% | 420k | 271.22 | |
| Coinbase Global Com Cl A (COIN) | 2.9 | $110M | +15% | 482k | 227.50 | |
| Snowflake Cl A (SNOW) | 2.6 | $98M | -25% | 323k | 302.28 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $94M | +3% | 35k | 2673.58 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.4 | $91M | +85% | 369k | 245.78 | |
| Roblox Corp Cl A (RBLX) | 2.4 | $91M | +66% | 1.2M | 75.57 | |
| Microsoft Corporation (MSFT) | 2.3 | $87M | +10% | 309k | 281.92 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.2 | $83M | +6% | 210k | 394.40 | |
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| Amazon (AMZN) | 2.0 | $75M | +9% | 23k | 3284.99 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $66M | +5% | 25k | 2665.40 | |
| Datadog Cl A Com (DDOG) | 1.3 | $49M | +71% | 347k | 141.26 | |
| Atlassian Corp Cl A (TEAM) | 1.2 | $46M | 116k | 391.70 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 1.2 | $45M | 295k | 153.60 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $44M | +3% | 160k | 273.61 | |
| Paypal Holdings (PYPL) | 0.9 | $33M | +9% | 127k | 260.21 | |
| Coursera (COUR) | 0.8 | $31M | +16371% | 960k | 32.52 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $29M | +4% | 178k | 163.68 | |
| Tesla Motors (TSLA) | 0.7 | $26M | +12% | 34k | 775.50 | |
| Align Technology (ALGN) | 0.6 | $24M | -35% | 36k | 665.44 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.6 | $24M | 92k | 254.86 | ||
| Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $23M | 96k | 241.71 | ||
| Adobe Systems Incorporated (ADBE) | 0.6 | $23M | +4% | 40k | 575.71 | |
| Doordash Cl A (DASH) | 0.6 | $22M | +858% | 109k | 205.98 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $22M | +5% | 81k | 272.94 | |
| Visa Com Cl A (V) | 0.6 | $21M | +4% | 93k | 222.76 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $20M | 47k | 430.81 | ||
| Walt Disney Company (DIS) | 0.5 | $20M | +5% | 116k | 169.17 | |
| Costco Wholesale Corporation (COST) | 0.5 | $18M | +4% | 40k | 449.40 | |
| NVIDIA Corporation (NVDA) | 0.5 | $18M | +341% | 87k | 207.15 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.5 | $18M | 177k | 99.92 | ||
| Airbnb Com Cl A (ABNB) | 0.5 | $17M | +336% | 103k | 167.75 | |
| Upwork (UPWK) | 0.5 | $17M | NEW | 382k | 45.03 | |
| Johnson & Johnson (JNJ) | 0.5 | $17M | +8% | 105k | 161.50 | |
| Home Depot (HD) | 0.4 | $16M | +8% | 50k | 328.28 | |
| Nike CL B (NKE) | 0.4 | $16M | +3% | 109k | 145.20 | |
| SVB Financial (SIVB) | 0.4 | $15M | 24k | 646.87 | ||
| Thermo Fisher Scientific (TMO) | 0.4 | $15M | 25k | 571.34 | ||
| Stamps Com New (STMP) | 0.4 | $14M | -13% | 40k | 352.94 | |
| Twilio Cl A (TWLO) | 0.4 | $14M | +5% | 44k | 319.06 | |
| UnitedHealth (UNH) | 0.4 | $14M | +18% | 36k | 390.69 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.4 | $13M | 34k | 401.30 | ||
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $13M | 170k | 78.01 | ||
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $12M | +7% | 29.00 | 411379.31 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $11M | +8% | 32k | 347.73 | |
| Pepsi (PEP) | 0.3 | $11M | +16% | 74k | 150.42 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $11M | +5% | 34k | 319.92 | |
| Cisco Systems (CSCO) | 0.3 | $11M | +13% | 193k | 54.42 | |
| Wisdomtree Tr Us Midcap Fund (EZM) | 0.3 | $9.9M | 190k | 52.01 | ||
| Procter & Gamble Company (PG) | 0.3 | $9.6M | +8% | 69k | 139.80 | |
| Abbott Laboratories (ABT) | 0.3 | $9.5M | +25% | 81k | 118.13 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $9.1M | 88k | 103.35 | ||
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $8.8M | -4% | 40k | 222.05 | |
| Docusign (DOCU) | 0.2 | $8.8M | +3% | 34k | 257.43 | |
| Verizon Communications (VZ) | 0.2 | $8.5M | +10% | 158k | 54.01 | |
| Uipath Cl A (PATH) | 0.2 | $8.4M | NEW | 160k | 52.61 | |
| Cooper Cos Com New (COO) | 0.2 | $8.4M | 20k | 413.33 | ||
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $8.1M | 109k | 74.25 | ||
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $8.0M | 40k | 200.91 | ||
| Morgan Stanley Com New (MS) | 0.2 | $8.0M | 82k | 97.30 | ||
| Tenable Hldgs (TENB) | 0.2 | $8.0M | 172k | 46.14 | ||
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $7.8M | -2% | 100k | 78.35 | |
| Pfizer (PFE) | 0.2 | $7.6M | +23% | 177k | 43.01 | |
| Square Cl A (SQ) | 0.2 | $7.4M | +43% | 31k | 239.74 | |
| Netflix (NFLX) | 0.2 | $7.4M | +15% | 12k | 610.34 | |
| Charles Schwab Corporation (SCHW) | 0.2 | $7.2M | 99k | 72.84 | ||
| Comcast Corp Cl A (CMCSA) | 0.2 | $7.2M | +7% | 129k | 55.94 | |
| Zoom Video Communications In Cl A (ZM) | 0.2 | $7.2M | -2% | 27k | 261.51 | |
| Stryker Corporation (SYK) | 0.2 | $7.1M | +5% | 27k | 263.71 | |
| Gaming & Leisure Pptys (GLPI) | 0.2 | $7.0M | 90k | 76.92 | ||
| Starbucks Corporation (SBUX) | 0.2 | $6.9M | +18% | 62k | 110.32 | |
| Servicenow (NOW) | 0.2 | $6.8M | +51% | 11k | 622.27 | |
| Abbvie (ABBV) | 0.2 | $6.5M | +5% | 60k | 107.86 | |
| Ocular Therapeutix (OCUL) | 0.2 | $6.3M | 629k | 10.00 | ||
| Intel Corporation (INTC) | 0.2 | $6.3M | +13% | 118k | 53.29 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $6.3M | -33% | 40k | 156.51 | |
| Shopify Cl A (SHOP) | 0.2 | $6.0M | +133% | 4.4k | 1352.94 | |
| Lowe's Companies (LOW) | 0.2 | $6.0M | +5% | 30k | 202.90 | |
| Applied Materials (AMAT) | 0.2 | $6.0M | +6% | 46k | 128.74 | |
| Dropbox Cl A (DBX) | 0.2 | $5.8M | +2% | 197k | 29.22 | |
| McDonald's Corporation (MCD) | 0.2 | $5.7M | +29% | 24k | 241.10 | |
| Ishares Core Msci Emkt (IEMG) | 0.2 | $5.7M | -3% | 92k | 61.76 | |
| Okta Cl A (OKTA) | 0.2 | $5.7M | +30% | 24k | 237.65 | |
| Edwards Lifesciences (EW) | 0.1 | $5.6M | +20% | 49k | 113.23 | |
| Roper Industries (ROP) | 0.1 | $5.5M | 12k | 446.58 | ||
| Bank of America Corporation (BAC) | 0.1 | $5.5M | +18% | 129k | 42.46 | |
| Pagerduty (PD) | 0.1 | $5.4M | -6% | 133k | 41.12 | |
| Chubb (CB) | 0.1 | $5.3M | +2% | 31k | 173.47 | |
| Danaher Corporation (DHR) | 0.1 | $5.3M | +9% | 17k | 304.42 | |
| Uber Technologies (UBER) | 0.1 | $5.2M | 117k | 44.80 | ||
| 10x Genomics Cl A Com (TXG) | 0.1 | $5.2M | +2% | 36k | 145.60 | |
| Spotify Technology S A SHS (SPOT) | 0.1 | $5.1M | +3% | 23k | 225.34 | |
| Sumo Logic Ord (SUMO) | 0.1 | $5.1M | NEW | 264k | 19.42 | |
| Snap Cl A (SNAP) | 0.1 | $5.1M | +6% | 70k | 73.87 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $5.1M | 22k | 234.79 | ||
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $5.1M | +5% | 101k | 50.23 | |
| Cimarex Energy (XEC) | 0.1 | $5.0M | -2% | 57k | 87.21 | |
| Corsair Partnering Corp Unit 99/99/9999 | 0.1 | $4.9M | NEW | 500k | 9.71 | |
| Oracle Corporation (ORCL) | 0.1 | $4.7M | +16% | 54k | 87.13 | |
| Amgen (AMGN) | 0.1 | $4.7M | -8% | 22k | 212.65 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $4.6M | +2% | 31k | 149.31 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $4.6M | +11% | 40k | 116.35 | |
| Broadcom (AVGO) | 0.1 | $4.6M | +18% | 9.5k | 484.91 | |
| Peloton Interactive Cl A Com (PTON) | 0.1 | $4.6M | 53k | 86.77 | ||
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $4.6M | 65k | 70.47 | ||
| Medtronic SHS (MDT) | 0.1 | $4.4M | +12% | 35k | 125.30 | |
| Chevron Corporation (CVX) | 0.1 | $4.4M | 44k | 101.46 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $4.4M | +5% | 20k | 218.78 | |
| Goldman Sachs (GS) | 0.1 | $4.1M | +17% | 11k | 377.94 | |
| Gilead Sciences (GILD) | 0.1 | $3.9M | +37% | 56k | 69.85 | |
| Coca-Cola Company (KO) | 0.1 | $3.9M | +15% | 74k | 52.46 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $3.9M | +14% | 20k | 192.22 | |
| Activision Blizzard (ATVI) | 0.1 | $3.8M | -40% | 49k | 77.42 | |
| Lendingclub Corp Com New (LC) | 0.1 | $3.8M | 134k | 28.24 | ||
| Raytheon Technologies Corp (RTX) | 0.1 | $3.8M | +4% | 44k | 85.97 | |
| Pinterest Cl A (PINS) | 0.1 | $3.8M | +2% | 74k | 50.94 | |
| Caterpillar (CAT) | 0.1 | $3.6M | +17% | 19k | 191.93 | |
| Honeywell International (HON) | 0.1 | $3.6M | +26% | 17k | 212.27 | |
| Spdr Ser Tr Comp Software (XSW) | 0.1 | $3.6M | 21k | 171.68 | ||
| Intuitive Surgical Com New (ISRG) | 0.1 | $3.6M | +68% | 3.6k | 994.38 | |
| Inari Medical Ord (NARI) | 0.1 | $3.5M | 43k | 81.10 | ||
| Twitter (TWTR) | 0.1 | $3.4M | +7% | 57k | 60.38 | |
| Wells Fargo & Company (WFC) | 0.1 | $3.4M | +13% | 73k | 46.41 | |
| Eli Lilly & Co. (LLY) | 0.1 | $3.4M | +6% | 15k | 231.00 | |
| Synopsys (SNPS) | 0.1 | $3.3M | +4% | 11k | 299.35 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $3.3M | +15% | 9.5k | 345.21 | |
| Wal-Mart Stores (WMT) | 0.1 | $3.3M | +16% | 23k | 139.44 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $3.2M | +13% | 55k | 58.19 | |
| stock (SPLK) | 0.1 | $3.2M | +9% | 22k | 144.74 | |
| Nextera Energy (NEE) | 0.1 | $3.2M | +11% | 41k | 78.54 | |
| Wisdomtree Tr Glb Us Qtly Div (DNL) | 0.1 | $3.1M | 77k | 40.46 | ||
| Qualcomm (QCOM) | 0.1 | $3.1M | +5% | 24k | 129.03 | |
| Aqua Metals (AQMS) | 0.1 | $3.1M | +22% | 1.5M | 2.07 | |
| Quantumscape Corp Com Cl A (QS) | 0.1 | $3.0M | +34% | 124k | 24.54 | |
| Digital Realty Trust (DLR) | 0.1 | $3.0M | -23% | 21k | 144.40 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $3.0M | +15% | 23k | 132.44 | |
| Spdr Ser Tr Bloomberg Brclys (JNK) | 0.1 | $3.0M | 27k | 109.34 | ||
| Advanced Micro Devices (AMD) | 0.1 | $2.9M | +5% | 29k | 102.89 | |
| Intuit (INTU) | 0.1 | $2.9M | -6% | 5.4k | 539.60 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $2.9M | +10% | 8.0k | 360.09 | |
| Merck & Co (MRK) | 0.1 | $2.8M | +11% | 38k | 75.13 | |
| Rockwell Automation (ROK) | 0.1 | $2.8M | +24% | 9.5k | 294.25 | |
| American Tower Reit (AMT) | 0.1 | $2.8M | +16% | 11k | 265.38 | |
| CVS Caremark Corporation (CVS) | 0.1 | $2.7M | +13% | 32k | 84.87 | |
| Union Pacific Corporation (UNP) | 0.1 | $2.7M | 14k | 196.08 | ||
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.1 | $2.7M | +7% | 53k | 50.48 | |
| BlackRock (BLK) | 0.1 | $2.6M | +10% | 3.1k | 839.45 | |
| Charter Communications Inc N Cl A (CHTR) | 0.1 | $2.6M | +13% | 3.6k | 728.76 | |
| Westrock (WRK) | 0.1 | $2.6M | NEW | 52k | 49.85 | |
| At&t (T) | 0.1 | $2.6M | +41% | 95k | 27.01 | |
| Cloudflare Cl A Com (NET) | 0.1 | $2.5M | +128% | 22k | 112.57 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.5M | -2% | 16k | 149.84 | |
| Deere & Company (DE) | 0.1 | $2.4M | +16% | 7.3k | 335.14 | |
| Bill Com Holdings Ord (BILL) | 0.1 | $2.4M | NEW | 9.0k | 266.94 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $2.4M | 4.9k | 480.89 | ||
| 2u (TWOU) | 0.1 | $2.4M | 70k | 33.57 | ||
| Pjt Partners Com Cl A (PJT) | 0.1 | $2.3M | 29k | 79.12 | ||
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $2.3M | +2% | 14k | 164.17 | |
| Mirati Therapeutics (MRTX) | 0.1 | $2.3M | NEW | 13k | 177.78 | |
| Upstart Hldgs (UPST) | 0.1 | $2.3M | NEW | 7.2k | 316.36 | |
| Moderna (MRNA) | 0.1 | $2.3M | +80% | 5.9k | 385.39 | |
| First Republic Bank/san F (FRC) | 0.1 | $2.3M | +8% | 12k | 192.75 | |
| Fiverr Intl Ord Shs (FVRR) | 0.1 | $2.2M | 12k | 182.69 | ||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $2.2M | +18% | 44k | 50.01 | |
| Fubotv (FUBO) | 0.1 | $2.2M | +895% | 92k | 23.96 | |
| Palo Alto Networks (PANW) | 0.1 | $2.2M | -17% | 4.6k | 479.28 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $2.2M | +31% | 92k | 23.99 | |
| United Parcel Service CL B (UPS) | 0.1 | $2.2M | +19% | 12k | 182.10 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $2.1M | +3% | 7.6k | 281.41 | |
| C3 Ai Cl A (AI) | 0.1 | $2.1M | +3% | 46k | 46.35 | |
| Callaway Golf Company (ELY) | 0.1 | $2.1M | 77k | 27.63 | ||
| Aptiv SHS (APTV) | 0.1 | $2.1M | -31% | 14k | 148.77 | |
| Chegg (CHGG) | 0.1 | $2.1M | +2% | 31k | 68.03 | |
| TJX Companies (TJX) | 0.1 | $2.1M | +13% | 32k | 66.03 | |
| Automatic Data Processing (ADP) | 0.1 | $2.1M | +15% | 10k | 199.97 | |
| Hydrofarm Holdings Group Ord (HYFM) | 0.1 | $2.1M | NEW | 55k | 37.85 | |
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $2.1M | 62k | 33.41 | ||
| Teleflex Incorporated (TFX) | 0.1 | $2.0M | +7% | 5.4k | 376.64 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.0M | 7.8k | 263.06 | ||
| Exxon Mobil Corporation (XOM) | 0.1 | $2.0M | -10% | 34k | 58.81 | |
| Twist Bioscience Corp (TWST) | 0.1 | $2.0M | -22% | 19k | 107.14 | |
| Ishares Tr Global 100 Etf (IOO) | 0.1 | $2.0M | 28k | 71.15 | ||
| Contextlogic Com Cl A (WISH) | 0.1 | $2.0M | 358k | 5.46 | ||
| Booking Holdings (BKNG) | 0.1 | $1.9M | +31% | 820.00 | 2375.00 | |
| Bristol Myers Squibb (BMY) | 0.1 | $1.9M | 33k | 59.14 | ||
| Target Corporation (TGT) | 0.1 | $1.9M | +17% | 8.4k | 228.72 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $1.9M | +5% | 18k | 104.05 | |
| Zoetis Cl A (ZTS) | 0.0 | $1.9M | +21% | 9.6k | 193.37 | |
| CSX Corporation (CSX) | 0.0 | $1.8M | +18% | 62k | 29.75 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $1.8M | -11% | 14k | 135.34 | |
| Penn National Gaming (PENN) | 0.0 | $1.8M | -5% | 25k | 72.45 | |
| Ares Capital Corporation (ARCC) | 0.0 | $1.8M | 90k | 20.33 | ||
| S&p Global (SPGI) | 0.0 | $1.8M | +27% | 4.3k | 424.93 | |
| Analog Devices (ADI) | 0.0 | $1.8M | +77% | 11k | 167.53 | |
| Epam Systems (EPAM) | 0.0 | $1.8M | NEW | 3.2k | 569.74 | |
| Us Bancorp Del Com New (USB) | 0.0 | $1.8M | +42% | 31k | 59.45 | |
| Etf Managers Tr Etho Climate Lea (ETHO) | 0.0 | $1.8M | 30k | 59.44 | ||
| 3M Company (MMM) | 0.0 | $1.8M | 10k | 175.40 | ||
| Fiserv (FISV) | 0.0 | $1.8M | +55% | 16k | 108.54 | |
| American Express Company (AXP) | 0.0 | $1.8M | +22% | 11k | 167.52 | |
| Citigroup Com New (C) | 0.0 | $1.7M | +39% | 25k | 69.86 | |
| Paycom Software (PAYC) | 0.0 | $1.7M | NEW | 3.5k | 496.08 | |
| Crown Castle Intl (CCI) | 0.0 | $1.7M | +46% | 9.9k | 173.30 | |
| Philip Morris International (PM) | 0.0 | $1.7M | +38% | 18k | 94.61 | |
| Royalty Pharma Shs Class A (RPRX) | 0.0 | $1.7M | +3% | 47k | 36.14 | |
| Autodesk (ADSK) | 0.0 | $1.7M | +15% | 6.0k | 285.17 | |
| Linde SHS (LIN) | 0.0 | $1.7M | +36% | 5.8k | 293.35 | |
| Squarespace Class A (SQSP) | 0.0 | $1.7M | 44k | 38.64 | ||
| Mimecast Ord Shs (MIME) | 0.0 | $1.7M | 26k | 63.59 | ||
| Iqvia Holdings (IQV) | 0.0 | $1.7M | +323% | 6.9k | 239.60 | |
| Boeing Company (BA) | 0.0 | $1.6M | -14% | 7.4k | 219.81 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $1.6M | +183% | 17k | 97.65 | |
| Carrier Global Corporation (CARR) | 0.0 | $1.6M | 31k | 51.79 | ||
| Ishares Tr MRGSTR SM CP GR (ISCG) | 0.0 | $1.6M | 32k | 49.25 | ||
| Monster Beverage Corp (MNST) | 0.0 | $1.6M | +189% | 18k | 88.85 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $1.6M | -2% | 25k | 63.25 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $1.5M | 12k | 125.73 | ||
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $1.5M | +15% | 28k | 55.40 | |
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $1.5M | 13k | 119.81 | ||
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $1.5M | -9% | 25k | 60.95 | |
| General Dynamics Corporation (GD) | 0.0 | $1.5M | +8% | 7.4k | 195.96 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $1.4M | 4.1k | 338.25 | ||
| Truist Financial Corp equities (TFC) | 0.0 | $1.4M | +154% | 24k | 58.59 | |
| International Business Machines (IBM) | 0.0 | $1.4M | +22% | 9.9k | 138.93 | |
| Workday Cl A (WDAY) | 0.0 | $1.4M | +58% | 5.5k | 249.93 | |
| Etsy (ETSY) | 0.0 | $1.4M | +27% | 6.6k | 208.12 | |
| IDEXX Laboratories (IDXX) | 0.0 | $1.4M | +26% | 2.2k | 621.84 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $1.4M | +2% | 6.2k | 218.68 | |
| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $1.4M | NEW | 20k | 66.18 | |
| Kla Corp Com New (KLAC) | 0.0 | $1.4M | +84% | 4.0k | 334.28 | |
| Procore Technologies (PCOR) | 0.0 | $1.3M | 15k | 89.35 | ||
| Aon Shs Cl A (AON) | 0.0 | $1.3M | +16% | 4.7k | 285.59 | |
| Zillow Group Cl C Cap Stk (Z) | 0.0 | $1.3M | +6% | 15k | 87.77 | |
| Altria (MO) | 0.0 | $1.3M | +60% | 29k | 45.51 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $1.3M | +8% | 8.8k | 151.39 | |
| Paychex (PAYX) | 0.0 | $1.3M | +112% | 12k | 112.52 | |
| Cantaloupe (CTLP) | 0.0 | $1.3M | 123k | 10.78 | ||
| Sonos (SONO) | 0.0 | $1.3M | +600% | 40k | 32.36 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $1.3M | NEW | 22k | 60.11 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $1.3M | +22% | 4.5k | 288.11 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $1.3M | +2% | 13k | 101.82 | |
| Cloudera (CLDR) | 0.0 | $1.3M | 79k | 16.26 | ||
| Vanguard World Fds Comm Srvc Etf (VOX) | 0.0 | $1.3M | 9.0k | 140.82 | ||
| Essex Property Trust (ESS) | 0.0 | $1.3M | +15% | 3.9k | 319.31 | |
| Cintas Corporation (CTAS) | 0.0 | $1.3M | +4% | 3.3k | 381.02 | |
Past Filings by Ieq Capital
SEC 13F filings are viewable for Ieq Capital going back to 2019
- Ieq Capital 2021 Q3 filed Nov. 9, 2021
- Ieq Capital 2021 Q2 filed July 29, 2021
- Ieq Capital 2021 Q1 filed May 4, 2021
- Ieq Capital 2020 Q4 filed Feb. 3, 2021
- Ieq Capital 2020 Q3 filed Nov. 3, 2020
- Ieq Capital 2020 Q2 filed July 31, 2020
- Ieq Capital 2020 Q1 filed May 7, 2020
- Ieq Capital 2019 Q4 restated filed Feb. 11, 2020
- Ieq Capital 2019 Q4 filed Feb. 4, 2020