Fund HoldingsIEQ CAPITAL, LLC

Total Portfolio Value
$21.54B
Total Bought
$2.87B
Total Sold
$14.16B
Net Transaction
-$11.29B
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR BLO 1 ETF
4,010,4684,777,199+766,731366,477437,7832.03%+71,306
COMFORT SYS USA INC(FIX)82,92589,865+6,94077,393123,9230.58%+46,530
COSTCO WHOLESALE CORPORATION(COST)0119,168+119,1680118,7420.55%+118,742
TECHNIPFMC PLC(FTI)991,2531,111,141+119,88844,17076,8130.36%+32,643
WESTERN DIGITAL CORP(WDC)244,780276,112+31,33242,16874,6850.35%+32,517
BROADCOM INC(AVGO)648,836830,351+181,515224,562257,0021.19%+32,440
QUANTA SVCS INC0242,282+242,2820133,0180.62%+133,018
EDISON INTL(EIX)1,157,3671,347,064+189,69769,46598,5780.46%+29,113
BURLINGTON STORES INC(BURL)092,740+92,740030,1760.14%+30,176
DOW HLDGS INC(DOW)0678,918+678,918028,2770.13%+28,277
VERTIV HOLDINGS CO(VRT)0212,189+212,189053,1700.25%+53,170
GE VERNOVA INC(GEV)0100,302+100,302087,5530.41%+87,553
SANDISK CORP(SNDK)119,33587,530-31,80528,32855,6110.26%+27,284
S&P GLOBAL INC(SPGI)092,934+92,934039,5280.18%+39,528
MICRON TECHNOLOGY INC(MU)268,187305,467+37,28076,543103,1990.48%+26,656
BRISTOL-MYERS SQUIBB CO(BMY)1,454,2571,721,625+267,36878,443104,4170.48%+25,974
TERADYNE INC(TER)129,289164,535+35,24625,02548,7780.23%+23,753
PG&E CORP(PCG)4,813,8625,708,926+895,06477,359100,3060.47%+22,947
ISHARES TR
CORE MSCI TOTAL
0240,385+240,385020,8270.10%+20,827
LULULEMON ATHLETICA INC(LULU)0141,063+141,063021,5970.10%+21,597
PINNACLE FINL PARTNERS INC(PNFP)0231,622+231,622019,9520.09%+19,952
BOEING CO(BA)0111,997+111,997022,2910.10%+22,291
MOLINA HEALTHCARE INC(MOH)0145,812+145,812019,4370.09%+19,437
MARSH & MCLENNAN COS INC(MRSH)0194,321+194,321033,7050.16%+33,705
EXXON MOBIL CORP0402,668+402,668068,3170.32%+68,317
FEDEX CORP(FDX)194,320209,793+15,47356,13174,7240.35%+18,593
LOCKHEED MARTIN CORP(LMT)76,32791,531+15,20436,91855,3200.26%+18,403
EQUIFAX INC(EFX)0105,833+105,833019,0570.09%+19,057
BLACKROCK INC(BLK)030,712+30,712029,5360.14%+29,536
FORTIS INC(FTS)0327,871+327,871018,2920.08%+18,292
HONEYWELL INTL INC(HON)0132,965+132,965030,0540.14%+30,054
CORNING INC(GLW)0224,772+224,772030,5620.14%+30,562
EMCOR GROUP INC(EME)050,374+50,374037,1910.17%+37,191
CARNIVAL CORP0642,211+642,211016,6200.08%+16,620
PHILLIPS 66(PSX)0277,608+277,608050,5750.23%+50,575
OCCIDENTAL PETE CORP(OXY)0264,461+264,461017,1900.08%+17,190
DRAFTKINGS INC NEW(DKNG)04,110,545+4,110,545088,8700.41%+88,870
LUMENTUM HLDGS INC(LITE)022,896+22,896016,0900.07%+16,090
ITT INC(ITT)0120,189+120,189022,9000.11%+22,900
KKR & CO INC(KKR)0174,684+174,684016,1580.08%+16,158
LAM RESEARCH CORP(LRCX)307,658318,279+10,62152,66568,0030.32%+15,339
CHEVRON CORPORATION(CVX)0190,738+190,738039,4640.18%+39,464
EQUINIX INC(EQIX)023,323+23,323022,8620.11%+22,862
FORTINET INC(FTNT)366,911535,160+168,24929,13643,7330.20%+14,597
PROCTER & GAMBLE CO(PG)0250,624+250,624036,2000.17%+36,200
MERCK & CO INC(MRK)941,491941,353-13899,101113,2350.53%+14,134
FIVE BELOW INC(FIVE)133,710169,816+36,10625,18638,8000.18%+13,614
EXPAND ENERGY CORPORATION(EXE)0146,256+146,256016,0560.07%+16,056
LINDE PLC(LIN)056,013+56,013027,7690.13%+27,769
COCA COLA CO(KO)0291,105+291,105022,1390.10%+22,139
NEW YORK TIMES CO MTN BE(NYT)0448,666+448,666037,5670.17%+37,567
THE CIGNA GROUP(CI)087,120+87,120023,2390.11%+23,239
CARMAX INC(KMX)331,324621,298+289,97412,80225,8340.12%+13,031
DANAHER CORP DEL(DHR)0213,543+213,543040,4880.19%+40,488
WALMART INC(WMT)919,283928,637+9,354102,417115,4110.54%+12,994
INSULET CORP(PODD)081,911+81,911017,1880.08%+17,188
JOHNSON CONTROLS INTERNATION
SHS
0280,635+280,635036,7490.17%+36,749
AMPHENOL CORP0458,641+458,641057,9490.27%+57,949
SITEONE LANDSCAPE SUPPLY INC(SITE)0108,884+108,884014,4940.07%+14,494
BOSTON SCIENTIFIC CORP(BSX)0312,659+312,659019,6190.09%+19,619
FREEPORT MCMORAN INC(FCX)796,631890,369+93,73840,46152,3360.24%+11,875
TORO CO0259,351+259,351024,2340.11%+24,234
LYONDELLBASELL INDUSTRIES NV
SHS - A -
0145,825+145,825011,7480.05%+11,748
ISHARES TR0211,735+211,735016,9490.08%+16,949
CIRCLE INTERNET GROUP INC(CRCL)136,440233,348+96,90810,82022,2640.10%+11,444
FIDELITY NATL INFORMATION SV(FIS)0276,526+276,526012,9720.06%+12,972
COPART INC(CPRT)0453,559+453,559015,0580.07%+15,058
SYNOPSYS INC(SNPS)044,234+44,234017,5380.08%+17,538
SPDR GOLD TR(GLD)0137,200+137,200059,0350.27%+59,035
ISHARES TR0627,789+627,789078,0400.36%+78,040
DARLING INGREDIENTS INC(DAR)0168,701+168,701010,4340.05%+10,434
V F CORP(VFC)01,194,353+1,194,353020,2920.09%+20,292
CIENA CORP(CIEN)045,518+45,518017,6710.08%+17,671
TYSON FOODS INC(TSN)0501,827+501,827032,1520.15%+32,152
HUNT J B TRANS SVCS INC(JBHT)288,476312,419+23,94356,06266,2020.31%+10,139
TRADEWEB MKTS INC(TW)0118,999+118,999014,0010.07%+14,001
STRYKER CORPORATION(SYK)058,874+58,874019,3460.09%+19,346
KEYSIGHT TECHNOLOGIES INC(KEYS)056,447+56,447015,9390.07%+15,939
MOHAWK INDS INC(MHK)0199,717+199,717019,6640.09%+19,664
TEXAS ROADHOUSE INC(TXRH)0179,124+179,124029,5810.14%+29,581
MOODYS CORP(MCO)021,661+21,66109,4500.04%+9,450
BALL CORP0200,001+200,001011,8220.05%+11,822
ISHARES TR689,106770,683+81,57797,502106,6390.50%+9,138
AMERICAN CENTY ETF TR0100,131+100,13108,8140.04%+8,814
NEWMONT CORP(NEM)466,909510,676+43,76746,62155,2810.26%+8,660
NETFLIX INC.(NFLX)0606,784+606,784058,3420.27%+58,342
TARGET CORP(TGT)224,995251,895+26,90021,99330,5300.14%+8,536
TRAVELERS COMPANIES INC(TRV)090,436+90,436026,3780.12%+26,378
OMNICOM GROUP INC(OMC)155,740276,550+120,81012,57620,8270.10%+8,251
MOSAIC CO(MOS)0373,902+373,90209,5350.04%+9,535
CARPENTER TECHNOLOGY CORP(CRS)029,335+29,335011,5620.05%+11,562
VIKING HOLDINGS LTD(VIK)189,300294,983+105,68313,51821,6750.10%+8,157
TD SYNNEX CORPORATION(SNX)048,183+48,18308,1290.04%+8,129
TJX COS INC NEW(TJX)299,640338,996+39,35646,02854,1380.25%+8,110
ALCOA CORP(AA)327,179383,784+56,60517,38625,4560.12%+8,070
FISERV INC(FISV)0209,902+209,902011,7130.05%+11,713
KINDER MORGAN INC DEL(KMI)0618,914+618,914020,7520.10%+20,752
REGENERON PHARMACEUTICALS(REGN)68,63778,302+9,66552,97960,4990.28%+7,521
AON PLC(AON)053,062+53,062017,1270.08%+17,127
ROSS STORES INC(ROST)0105,363+105,363022,8250.11%+22,825
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