Ieq Capital
Latest statistics and disclosures from Ieq Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RBLX, NVDA, AAPL, SPY, META, and represent 16.63% of Ieq Capital's stock portfolio.
- Added to shares of these 10 stocks: MSFT (+$74M), BIL (+$70M), AVGO (+$56M), NVDA (+$49M), DKNG (+$43M), SPGI (+$29M), BURL (+$29M), DOW (+$28M), COST (+$26M), KKR (+$21M).
- Started 278 new stock positions in CNK, Sun Ctry Airls Hldgs, OSPN, RBBN, BLSH, PKBK, IEF, CNM, RTO, SUNB.
- Reduced shares in these 10 stocks: APP (-$6.2B), SPY (-$184M), META (-$135M), RBLX (-$40M), ZM (-$33M), , INTC (-$28M), HOOD (-$28M), COIN (-$22M), BBY (-$21M).
- Sold out of its positions in ABCL, Alpine Global Premier Pptys Fd Com Sbi cef, Agilon Health, APD, ALRM, ALX, ALL, ALURW, ALMS, AAL.
- Ieq Capital was a net seller of stock by $-5.9B.
- Ieq Capital has $22B in assets under management (AUM), dropping by -35.30%.
- Central Index Key (CIK): 0001779789
Tip: Access up to 7 years of quarterly data
Positions held by Ieq Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Ieq Capital
Ieq Capital holds 1869 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Ieq Capital has 1869 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Ieq Capital March 31, 2026 positions
- Download the Ieq Capital March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Roblox Corp Cl A (RBLX) | 4.3 | $935M | -4% | 17M | 56.56 |
|
| NVIDIA Corporation (NVDA) | 4.0 | $874M | +5% | 5.0M | 174.40 |
|
| Apple (AAPL) | 3.2 | $684M | 2.7M | 253.79 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.6 | $561M | -24% | 863k | 650.34 |
|
| Meta Platforms Cl A (META) | 2.5 | $539M | -20% | 943k | 572.13 |
|
| Microsoft Corporation (MSFT) | 2.2 | $478M | +18% | 1.3M | 370.17 |
|
| Spdr Series Trust State Street Spd (BIL) | 2.0 | $438M | +19% | 4.8M | 91.64 |
|
| Amazon (AMZN) | 1.8 | $397M | 1.9M | 208.27 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $391M | 1.2M | 320.81 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $383M | +3% | 1.3M | 287.56 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $313M | +7% | 524k | 597.54 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $295M | +5% | 1.0M | 286.86 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $259M | -2% | 449k | 577.18 |
|
| Broadcom (AVGO) | 1.2 | $257M | +27% | 830k | 309.51 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.1 | $246M | 631k | 390.43 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 1.1 | $228M | 715k | 318.07 |
|
|
| Goldman Sachs (GS) | 1.0 | $223M | -6% | 264k | 845.99 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $220M | +4% | 515k | 426.40 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.9 | $184M | +5% | 515k | 356.56 |
|
| Snowflake Com Shs (SNOW) | 0.8 | $176M | 1.2M | 150.82 |
|
|
| Tesla Motors (TSLA) | 0.7 | $162M | -9% | 435k | 371.75 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $145M | +4% | 303k | 479.20 |
|
| Quanta Services (PWR) | 0.6 | $133M | 242k | 549.02 |
|
|
| Comfort Systems USA (FIX) | 0.6 | $124M | +8% | 90k | 1378.99 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $123M | +6% | 188k | 653.21 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $119M | +27% | 119k | 996.43 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $116M | 395k | 294.16 |
|
|
| Wal-Mart Stores (WMT) | 0.5 | $115M | 929k | 124.28 |
|
|
| Merck & Co (MRK) | 0.5 | $113M | 941k | 120.29 |
|
|
| salesforce (CRM) | 0.5 | $108M | +4% | 577k | 186.67 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.5 | $107M | +11% | 771k | 138.37 |
|
| Bristol Myers Squibb (BMY) | 0.5 | $104M | +18% | 1.7M | 60.65 |
|
| Micron Technology (MU) | 0.5 | $103M | +13% | 306k | 337.86 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $102M | +11% | 111k | 919.77 |
|
| Neurocrine Biosciences (NBIX) | 0.5 | $101M | +2% | 766k | 131.74 |
|
| PG&E Corporation (PCG) | 0.5 | $100M | +18% | 5.7M | 17.57 |
|
| Edison International (EIX) | 0.5 | $99M | +16% | 1.3M | 73.18 |
|
| Arista Networks Com Shs (ANET) | 0.4 | $93M | +14% | 754k | 122.78 |
|
| Draftkings Com Cl A (DKNG) | 0.4 | $89M | +94% | 4.1M | 21.62 |
|
| Ge Vernova (GEV) | 0.4 | $88M | +9% | 100k | 872.64 |
|
| Johnson & Johnson (JNJ) | 0.4 | $85M | -8% | 348k | 244.44 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $81M | +2% | 375k | 215.06 |
|
| Ge Aerospace Com New (GE) | 0.4 | $80M | +7% | 281k | 283.75 |
|
| Airbnb Com Cl A (ABNB) | 0.4 | $80M | +7% | 630k | 126.28 |
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $79M | -2% | 541k | 146.28 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $78M | +12% | 628k | 124.31 |
|
| Technipfmc (FTI) | 0.4 | $77M | +12% | 1.1M | 69.13 |
|
| General Motors Company (GM) | 0.4 | $76M | +12% | 1.0M | 74.50 |
|
| FedEx Corporation (FDX) | 0.3 | $75M | +7% | 210k | 356.25 |
|
| Western Digital (WDC) | 0.3 | $75M | +12% | 276k | 270.46 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $75M | 967k | 77.11 |
|
|
| Chubb (CB) | 0.3 | $74M | -5% | 228k | 325.93 |
|
| Intel Corporation (INTC) | 0.3 | $72M | -28% | 1.6M | 44.13 |
|
| Rent-A-Center (UPBD) | 0.3 | $71M | -4% | 3.9M | 18.05 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.3 | $69M | 292k | 237.71 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $68M | -2% | 403k | 169.66 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $68M | +3% | 318k | 213.66 |
|
| Applovin Corp Com Cl A (APP) | 0.3 | $68M | -98% | 170k | 398.00 |
|
| Centene Corporation (CNC) | 0.3 | $66M | -7% | 2.0M | 32.74 |
|
| J.B. Hunt Transport Services (JBHT) | 0.3 | $66M | +8% | 312k | 211.90 |
|
| Visa Com Cl A (V) | 0.3 | $66M | +2% | 218k | 302.24 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $65M | 175k | 370.68 |
|
|
| Pepsi (PEP) | 0.3 | $65M | -16% | 415k | 155.29 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $63M | -12% | 715k | 88.16 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.3 | $62M | -6% | 4.3M | 14.37 |
|
| Regeneron Pharmaceuticals (REGN) | 0.3 | $61M | +14% | 78k | 772.64 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $59M | +12% | 137k | 430.29 |
|
| Netflix (NFLX) | 0.3 | $58M | +14% | 607k | 96.15 |
|
| Amphenol Corp Cl A (APH) | 0.3 | $58M | +36% | 459k | 126.35 |
|
| Sandisk Corp (SNDK) | 0.3 | $56M | -26% | 88k | 635.34 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $55M | +19% | 92k | 604.45 |
|
| Newmont Mining Corporation (NEM) | 0.3 | $55M | +9% | 511k | 108.25 |
|
| Chime Finl Com Shs Cl A (CHYM) | 0.3 | $55M | +27% | 2.9M | 18.73 |
|
| TJX Companies (TJX) | 0.3 | $54M | +13% | 339k | 159.70 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $53M | +38% | 212k | 250.63 |
|
| Freeport Mcmoran CL B (FCX) | 0.2 | $52M | +11% | 890k | 58.78 |
|
| Booking Holdings (BKNG) | 0.2 | $52M | +16% | 12k | 4210.22 |
|
| Servicenow (NOW) | 0.2 | $52M | +34% | 496k | 104.55 |
|
| Phillips 66 (PSX) | 0.2 | $51M | +5% | 278k | 182.18 |
|
| PNC Financial Services (PNC) | 0.2 | $50M | +4% | 240k | 208.09 |
|
| Teradyne (TER) | 0.2 | $49M | +27% | 165k | 296.46 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $48M | -19% | 97k | 499.66 |
|
| Delta Air Lines Com New (DAL) | 0.2 | $48M | +13% | 727k | 66.48 |
|
| Coinbase Global Com Cl A (COIN) | 0.2 | $48M | -31% | 273k | 174.61 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $47M | -3% | 158k | 298.85 |
|
| Citigroup Com New (C) | 0.2 | $47M | +6% | 415k | 113.40 |
|
| Incyte Corporation (INCY) | 0.2 | $47M | -5% | 499k | 94.12 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $46M | +72% | 402k | 114.99 |
|
| General Dynamics Corporation (GD) | 0.2 | $46M | -2% | 133k | 343.22 |
|
| Datadog Cl A Com (DDOG) | 0.2 | $45M | -21% | 377k | 118.05 |
|
| Dollar General (DG) | 0.2 | $44M | +16% | 370k | 118.73 |
|
| Fortinet (FTNT) | 0.2 | $44M | +45% | 535k | 81.72 |
|
| Expedia Group Com New (EXPE) | 0.2 | $44M | -31% | 188k | 230.89 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $43M | +4% | 444k | 97.13 |
|
| Illumina (ILMN) | 0.2 | $43M | -13% | 349k | 123.26 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.2 | $42M | -39% | 610k | 69.30 |
|
| Tapestry (TPR) | 0.2 | $42M | +8% | 296k | 141.12 |
|
| Danaher Corporation (DHR) | 0.2 | $41M | +77% | 214k | 189.61 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $40M | 91k | 436.79 |
|
|
| S&p Global (SPGI) | 0.2 | $40M | +291% | 93k | 425.34 |
|
| Chevron Corporation (CVX) | 0.2 | $40M | +19% | 191k | 206.90 |
|
| UnitedHealth (UNH) | 0.2 | $39M | -7% | 145k | 270.59 |
|
| Uber Technologies (UBER) | 0.2 | $39M | +11% | 539k | 71.93 |
|
| Five Below (FIVE) | 0.2 | $39M | +27% | 170k | 228.48 |
|
| Natera (NTRA) | 0.2 | $39M | -8% | 193k | 199.99 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $38M | 55k | 697.73 |
|
|
| New York Times Co Mtn Be Cl A (NYT) | 0.2 | $38M | +28% | 449k | 83.73 |
|
| Vanguard World Mega Cap Index (MGC) | 0.2 | $37M | -3% | 158k | 236.35 |
|
| Emcor (EME) | 0.2 | $37M | +51% | 50k | 738.31 |
|
| Johnson Controls Internation SHS (JCI) | 0.2 | $37M | +38% | 281k | 130.95 |
|
| Procter & Gamble Company (PG) | 0.2 | $36M | +63% | 251k | 144.44 |
|
| Applied Materials (AMAT) | 0.2 | $36M | -8% | 105k | 341.79 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $36M | +7% | 557k | 64.08 |
|
| Capital One Financial (COF) | 0.2 | $36M | -10% | 195k | 182.43 |
|
| Cummins (CMI) | 0.2 | $36M | +19% | 66k | 538.02 |
|
| Oracle Corporation (ORCL) | 0.2 | $35M | +2% | 236k | 147.11 |
|
| Zoom Communications Cl A (ZM) | 0.2 | $35M | -48% | 431k | 80.39 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $34M | 161k | 213.67 |
|
|
| Rubrik Cl A (RBRK) | 0.2 | $34M | -4% | 690k | 48.97 |
|
| Marsh & McLennan Companies (MRSH) | 0.2 | $34M | +144% | 194k | 173.48 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $33M | +21% | 137k | 243.08 |
|
| Joby Aviation Common Stock (JOBY) | 0.2 | $33M | 4.0M | 8.26 |
|
|
| McKesson Corporation (MCK) | 0.2 | $33M | 38k | 865.35 |
|
|
| Verisign (VRSN) | 0.2 | $32M | -26% | 131k | 248.36 |
|
| Tyson Foods Cl A (TSN) | 0.1 | $32M | +33% | 502k | 64.07 |
|
| Medpace Hldgs (MEDP) | 0.1 | $32M | -30% | 66k | 480.19 |
|
| Textron (TXT) | 0.1 | $31M | -2% | 357k | 87.56 |
|
| Corning Incorporated (GLW) | 0.1 | $31M | +47% | 225k | 135.98 |
|
| Target Corporation (TGT) | 0.1 | $31M | +11% | 252k | 121.20 |
|
| Citizens Financial (CFG) | 0.1 | $30M | +2% | 507k | 59.97 |
|
| Bank of America Corporation (BAC) | 0.1 | $30M | -13% | 620k | 48.75 |
|
| Mueller Industries (MLI) | 0.1 | $30M | +10% | 273k | 110.80 |
|
| Burlington Stores (BURL) | 0.1 | $30M | +2282% | 93k | 325.38 |
|
| Honeywell International | 0.1 | $30M | +108% | 133k | 226.03 |
|
| BorgWarner (BWA) | 0.1 | $30M | +7% | 553k | 54.26 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $30M | 264k | 113.11 |
|
|
| Texas Roadhouse (TXRH) | 0.1 | $30M | +48% | 179k | 165.14 |
|
| Blackrock (BLK) | 0.1 | $30M | +190% | 31k | 961.73 |
|
| MarketAxess Holdings (MKTX) | 0.1 | $29M | -8% | 174k | 164.98 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $29M | -30% | 144k | 198.29 |
|
| Atlassian Corporation Cl A (TEAM) | 0.1 | $29M | -29% | 418k | 68.25 |
|
| Evercore Class A (EVR) | 0.1 | $28M | +28% | 95k | 298.51 |
|
| Dow (DOW) | 0.1 | $28M | NEW | 679k | 41.65 |
|
| Biogen Idec (BIIB) | 0.1 | $28M | +8% | 152k | 183.33 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $28M | +22% | 53k | 522.71 |
|
| Linde SHS (LIN) | 0.1 | $28M | +67% | 56k | 495.69 |
|
| Match Group (MTCH) | 0.1 | $28M | +12% | 895k | 30.71 |
|
| United Parcel Svcs CL B (UPS) | 0.1 | $27M | -6% | 279k | 98.38 |
|
| Cisco Systems (CSCO) | 0.1 | $27M | +7% | 353k | 77.59 |
|
| Sentinelone Cl A (S) | 0.1 | $27M | +33% | 2.1M | 12.88 |
|
| Ameriprise Financial (AMP) | 0.1 | $27M | +30% | 61k | 444.59 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $27M | +10% | 56k | 484.92 |
|
| Axis Cap Hldgs SHS (AXS) | 0.1 | $27M | +3% | 265k | 101.41 |
|
| Intuit (INTU) | 0.1 | $27M | +64% | 62k | 432.37 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $27M | -16% | 79k | 337.95 |
|
| Travelers Companies (TRV) | 0.1 | $26M | +46% | 90k | 291.68 |
|
| Home Depot (HD) | 0.1 | $26M | -17% | 79k | 328.89 |
|
| Advanced Micro Devices (AMD) | 0.1 | $26M | +5% | 128k | 203.43 |
|
| CarMax (KMX) | 0.1 | $26M | +87% | 621k | 41.58 |
|
| Gartner (IT) | 0.1 | $26M | +32% | 162k | 158.34 |
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $26M | +33% | 225k | 113.97 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $26M | -14% | 799k | 32.01 |
|
| Alcoa (AA) | 0.1 | $26M | +17% | 384k | 66.33 |
|
| Devon Energy Corporation (DVN) | 0.1 | $25M | -25% | 502k | 50.32 |
|
| Rocket Lab Corp (RKLB) | 0.1 | $25M | -36% | 389k | 64.22 |
|
| Exelixis (EXEL) | 0.1 | $25M | -18% | 580k | 42.89 |
|
| Ralph Lauren Corp Cl A (RL) | 0.1 | $25M | 72k | 343.99 |
|
|
| Lincoln Electric Holdings (LECO) | 0.1 | $25M | +8% | 99k | 249.08 |
|
| Deckers Outdoor Corporation (DECK) | 0.1 | $25M | +31% | 245k | 100.09 |
|
| Huntington Ingalls Inds (HII) | 0.1 | $24M | +9% | 64k | 379.90 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $24M | -9% | 126k | 192.90 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $24M | +8% | 268k | 90.53 |
|
| Toro Company (TTC) | 0.1 | $24M | +64% | 259k | 93.44 |
|
| Mongodb Cl A (MDB) | 0.1 | $24M | +65% | 98k | 244.77 |
|
| Morgan Stanley Com New (MS) | 0.1 | $24M | +30% | 145k | 164.57 |
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $24M | +80% | 135k | 175.66 |
|
| Cme (CME) | 0.1 | $24M | +29% | 80k | 295.35 |
|
| Philip Morris International (PM) | 0.1 | $23M | -8% | 142k | 165.34 |
|
| Las Vegas Sands (LVS) | 0.1 | $23M | -25% | 432k | 53.88 |
|
| Cigna Corp (CI) | 0.1 | $23M | +140% | 87k | 266.75 |
|
| Hf Sinclair Corp (DINO) | 0.1 | $23M | +2% | 371k | 62.39 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $23M | 211k | 109.69 |
|
|
| Stifel Financial (SF) | 0.1 | $23M | +121% | 312k | 73.92 |
|
| Itt (ITT) | 0.1 | $23M | +177% | 120k | 190.53 |
|
| Equinix (EQIX) | 0.1 | $23M | +126% | 23k | 980.23 |
|
| Ross Stores (ROST) | 0.1 | $23M | +23% | 105k | 216.63 |
|
| BioMarin Pharmaceutical (BMRN) | 0.1 | $23M | +12% | 402k | 56.49 |
|
| Caterpillar (CAT) | 0.1 | $23M | -2% | 32k | 708.50 |
|
| Boeing Company (BA) | 0.1 | $22M | +791% | 112k | 199.03 |
|
| Circle Internet Group Com Cl A (CRCL) | 0.1 | $22M | +71% | 233k | 95.41 |
|
| D.R. Horton (DHI) | 0.1 | $22M | 162k | 137.21 |
|
|
| Invesco SHS (IVZ) | 0.1 | $22M | 914k | 24.29 |
|
|
| Coca-Cola Company (KO) | 0.1 | $22M | +134% | 291k | 76.05 |
|
| Toll Brothers (TOL) | 0.1 | $22M | -8% | 160k | 136.47 |
|
| Hasbro (HAS) | 0.1 | $22M | +3% | 233k | 93.60 |
|
| Viking Holdings Ord Shs (VIK) | 0.1 | $22M | +55% | 295k | 73.48 |
|
| Gap (GAP) | 0.1 | $22M | +9% | 895k | 24.20 |
|
| Nutanix Cl A (NTNX) | 0.1 | $22M | +98% | 570k | 38.01 |
|
| Kkr & Co (KKR) | 0.1 | $22M | +3663% | 234k | 92.50 |
|
| Lululemon Athletica (LULU) | 0.1 | $22M | +2192% | 141k | 153.10 |
|
| Janus Henderson Group Ord Shs | 0.1 | $22M | -2% | 419k | 51.37 |
|
| United Therapeutics Corporation (UTHR) | 0.1 | $21M | -39% | 36k | 592.98 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $21M | 46k | 460.99 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $21M | 225k | 93.98 |
|
|
| Eversource Energy (ES) | 0.1 | $21M | +43% | 305k | 69.28 |
|
| Tenet Healthcare Corp Com New (THC) | 0.1 | $21M | -16% | 112k | 188.71 |
|
| MasTec (MTZ) | 0.1 | $21M | -8% | 65k | 321.74 |
|
| Omni (OMC) | 0.1 | $21M | +77% | 277k | 75.31 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $21M | +10008% | 240k | 86.64 |
|
| Kinder Morgan (KMI) | 0.1 | $21M | +28% | 619k | 33.53 |
|
| Coupang Cl A (CPNG) | 0.1 | $21M | -45% | 1.1M | 18.88 |
|
| Progressive Corporation (PGR) | 0.1 | $21M | +10% | 104k | 198.24 |
|
| V.F. Corporation (VFC) | 0.1 | $20M | +113% | 1.2M | 16.99 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $20M | -16% | 55k | 367.43 |
|
| Pinnacle Finl Partners (PNFP) | 0.1 | $20M | NEW | 232k | 86.14 |
|
| Prosperity Bancshares (PB) | 0.1 | $20M | +24% | 295k | 67.18 |
|
| Valero Energy Corporation (VLO) | 0.1 | $20M | 80k | 247.08 |
|
|
| Mohawk Industries (MHK) | 0.1 | $20M | +119% | 200k | 98.46 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $20M | -2% | 102k | 191.92 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $20M | +291% | 313k | 62.75 |
|
| Molina Healthcare (MOH) | 0.1 | $19M | NEW | 146k | 133.30 |
|
| Stryker Corporation (SYK) | 0.1 | $19M | +117% | 59k | 328.59 |
|
| Northern Trust Corporation (NTRS) | 0.1 | $19M | +32% | 138k | 139.57 |
|
| Equifax (EFX) | 0.1 | $19M | +3367% | 106k | 180.07 |
|
| Monster Beverage Corp (MNST) | 0.1 | $19M | -17% | 261k | 72.46 |
|
| Reddit Cl A (RDDT) | 0.1 | $19M | -39% | 140k | 134.65 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $19M | -12% | 257k | 71.82 |
|
| Analog Devices (ADI) | 0.1 | $18M | +26% | 58k | 318.10 |
|
| ConocoPhillips (COP) | 0.1 | $18M | -8% | 139k | 132.01 |
|
| Fortis (FTS) | 0.1 | $18M | +3575% | 328k | 55.79 |
|
| Halliburton Company (HAL) | 0.1 | $18M | -20% | 467k | 38.99 |
|
| Wisdomtree Tr Us Largecap Fund (EPS) | 0.1 | $18M | 265k | 68.11 |
|
|
| Genpact SHS (G) | 0.1 | $18M | +8% | 480k | 37.25 |
|
| Curtiss-Wright (CW) | 0.1 | $18M | +6% | 26k | 681.12 |
|
| Hldgs (UAL) | 0.1 | $18M | +18% | 192k | 92.07 |
|
| Host Hotels & Resorts (HST) | 0.1 | $18M | +37% | 922k | 19.16 |
|
| Ciena Corp Com New (CIEN) | 0.1 | $18M | +41% | 46k | 388.23 |
|
| Gaming & Leisure Pptys (GLPI) | 0.1 | $18M | +29% | 397k | 44.37 |
|
| Synopsys (SNPS) | 0.1 | $18M | +219% | 44k | 396.44 |
|
| Ventas (VTR) | 0.1 | $17M | -13% | 211k | 81.78 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $17M | -36% | 24.00 | 718140.00 |
|
| Ametek (AME) | 0.1 | $17M | 80k | 214.36 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $17M | +1162% | 265k | 65.00 |
|
| Insulet Corporation (PODD) | 0.1 | $17M | +445% | 82k | 209.84 |
|
| Wells Fargo & Company (WFC) | 0.1 | $17M | -33% | 215k | 79.61 |
|
| Aon Shs Cl A (AON) | 0.1 | $17M | +94% | 53k | 322.69 |
|
| Ishares Tr Expanded Tech (IGV) | 0.1 | $17M | +308% | 212k | 80.05 |
|
| Aramark Hldgs (ARMK) | 0.1 | $17M | +5% | 417k | 40.54 |
|
| Figma Class A Com Stk (FIG) | 0.1 | $17M | -18% | 798k | 21.14 |
|
| Ecolab (ECL) | 0.1 | $17M | 63k | 266.02 |
|
Past Filings by Ieq Capital
SEC 13F filings are viewable for Ieq Capital going back to 2019
- Ieq Capital 2026 Q1 filed May 15, 2026
- Ieq Capital 2025 Q4 filed Feb. 13, 2026
- Ieq Capital 2025 Q3 filed Nov. 14, 2025
- Ieq Capital 2025 Q2 filed Aug. 14, 2025
- Ieq Capital 2025 Q1 filed May 14, 2025
- Ieq Capital 2024 Q4 filed Feb. 3, 2025
- Ieq Capital 2024 Q3 filed Nov. 14, 2024
- Ieq Capital 2024 Q2 filed Aug. 12, 2024
- Ieq Capital 2024 Q1 filed May 9, 2024
- Ieq Capital 2023 Q4 filed Feb. 7, 2024
- Ieq Capital 2023 Q3 filed Nov. 6, 2023
- Ieq Capital 2023 Q2 filed Aug. 8, 2023
- Ieq Capital 2023 Q1 filed May 2, 2023
- Ieq Capital 2022 Q4 filed Feb. 6, 2023
- Ieq Capital 2022 Q3 filed Nov. 4, 2022
- Ieq Capital 2022 Q2 filed July 27, 2022