Fund Holdings — IEQ CAPITAL, LLC

Total Portfolio Value
$21.54B
Total Bought
$2.85B
Total Sold
$14.21B
Net Transaction
-$11.36B
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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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)93,237119,168+25,93180,403118,7420.55%+38,340
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 INC241,955242,282+327102,120133,0180.62%+30,898
EDISON INTL(EIX)1,157,3671,347,064+189,69769,46598,5780.46%+29,113
BURLINGTON STORES INC(BURL)3,89292,740+88,8481,12430,1760.14%+29,052
DOW HLDGS INC(DOW)0678,918+678,918028,2770.13%+28,277
VERTIV HOLDINGS CO(VRT)153,664212,189+58,52524,89553,1700.25%+28,275
GE VERNOVA INC(GEV)91,537100,302+8,76559,82587,5530.41%+27,728
SANDISK CORP(SNDK)119,33587,530-31,80528,32855,6110.26%+27,284
S&P GLOBAL INC(SPGI)23,75192,934+69,18312,41239,5280.18%+27,116
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
2,378240,385+238,00720120,8270.10%+20,626
LULULEMON ATHLETICA INC(LULU)6,152141,063+134,9111,27921,5970.10%+20,318
PINNACLE FINL PARTNERS INC(PNFP)0231,622+231,622019,9520.09%+19,952
BOEING CO(BA)12,557111,997+99,4402,72622,2910.10%+19,564
MOLINA HEALTHCARE INC(MOH)0145,812+145,812019,4370.09%+19,437
MARSH & MCLENNAN COS INC(MRSH)79,608194,321+114,71314,76933,7050.16%+18,936
EXXON MOBIL CORP411,277402,668-8,60949,49368,3170.32%+18,824
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)3,052105,833+102,78166219,0570.09%+18,395
BLACKROCK INC(BLK)10,56830,712+20,14411,31229,5360.14%+18,224
FORTIS INC(FTS)8,921327,871+318,95046318,2920.08%+17,829
HONEYWELL INTL INC(HON)63,652132,965+69,31312,41830,0540.14%+17,636
CORNING INC(GLW)152,069224,772+72,70313,31530,5620.14%+17,247
EMCOR GROUP INC(EME)33,23150,374+17,14320,33037,1910.17%+16,861
PHILLIPS 66(PSX)264,260277,608+13,34834,10050,5750.23%+16,474
OCCIDENTAL PETE CORP(OXY)20,951264,461+243,51086117,1900.08%+16,328
DRAFTKINGS INC NEW(DKNG)2,113,2324,110,545+1,997,31372,82288,8700.41%+16,048
LUMENTUM HLDGS INC(LITE)1,01222,896+21,88437316,0900.07%+15,717
ITT INC(ITT)43,320120,189+76,8697,51622,9000.11%+15,383
KKR & CO INC(KKR)6,217174,684+168,46779316,1580.08%+15,366
LAM RESEARCH CORP(LRCX)307,658318,279+10,62152,66568,0030.32%+15,339
CHEVRON CORPORATION(CVX)159,111190,738+31,62724,25039,4640.18%+15,214
EQUINIX INC(EQIX)10,30223,323+13,0217,89322,8620.11%+14,969
FORTINET INC(FTNT)366,911535,160+168,24929,13643,7330.20%+14,597
PROCTER & GAMBLE CO(PG)153,468250,624+97,15621,99436,2000.17%+14,207
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)22,890146,256+123,3662,52616,0560.07%+13,530
LINDE PLC(LIN)33,50456,013+22,50914,28627,7690.13%+13,483
COCA COLA CO(KO)124,101291,105+167,0048,67622,1390.10%+13,463
NEW YORK TIMES CO MTN BE(NYT)349,415448,666+99,25124,25637,5670.17%+13,310
THE CIGNA GROUP(CI)36,27087,120+50,8509,98323,2390.11%+13,257
CARMAX INC(KMX)331,324621,298+289,97412,80225,8340.12%+13,031
DANAHER CORP DEL(DHR)120,055213,543+93,48827,48340,4880.19%+13,005
WALMART INC(WMT)919,283928,637+9,354102,417115,4110.54%+12,994
INSULET CORP(PODD)15,01081,911+66,9014,26617,1880.08%+12,922
JOHNSON CONTROLS INTERNATION
SHS
201,963280,635+78,67224,18536,7490.17%+12,564
AMPHENOL CORP337,016458,641+121,62545,54457,9490.27%+12,405
SITEONE LANDSCAPE SUPPLY INC(SITE)16,907108,884+91,9772,10614,4940.07%+12,388
BOSTON SCIENTIFIC CORP(BSX)79,845312,659+232,8147,61319,6190.09%+12,006
FREEPORT MCMORAN INC(FCX)796,631890,369+93,73840,46152,3360.24%+11,875
TORO CO(TORO)157,473259,351+101,87812,39624,2340.11%+11,837
CARNIVAL CORP157,560642,211+484,6514,81216,6200.08%+11,809
LYONDELLBASELL INDUSTRIES NV
SHS - A -
0145,825+145,825011,7480.05%+11,748
ISHARES TR51,851211,735+159,8845,48016,9490.08%+11,469
CIRCLE INTERNET GROUP INC(CRCL)136,440233,348+96,90810,82022,2640.10%+11,444
FIDELITY NATL INFORMATION SV(FIS)25,043276,526+251,4831,66412,9720.06%+11,307
COPART INC(CPRT)98,018453,559+355,5413,83715,0580.07%+11,221
INTUITIVE SURGICAL INC108,09581,069-27,02610,85121,9230.10%+11,073
SYNOPSYS INC(SNPS)13,82544,234+30,4096,49417,5380.08%+11,044
SPDR GOLD TR(GLD)121,566137,200+15,63448,17859,0350.27%+10,858
ISHARES TR559,427627,789+68,36267,23278,0400.36%+10,808
DARLING INGREDIENTS INC(DAR)6,368168,701+162,33322910,4340.05%+10,205
V F CORP(VFC)558,2721,194,353+636,08110,09420,2920.09%+10,198
CIENA CORP(CIEN)32,06145,518+13,4577,49817,6710.08%+10,173
TYSON FOODS INC(TSN)375,143501,827+126,68421,99132,1520.15%+10,161
HUNT J B TRANS SVCS INC(JBHT)288,476312,419+23,94356,06266,2020.31%+10,139
TRADEWEB MKTS INC(TW)38,651118,999+80,3484,15714,0010.07%+9,845
STRYKER CORPORATION(SYK)27,12358,874+31,7519,53319,3460.09%+9,813
KEYSIGHT TECHNOLOGIES INC(KEYS)30,57156,447+25,8766,21215,9390.07%+9,727
MOHAWK INDS INC(MHK)91,028199,717+108,6899,94919,6640.09%+9,715
TEXAS ROADHOUSE INC(TXRH)120,919179,124+58,20520,07329,5810.14%+9,508
MOODYS CORP(MCO)021,661+21,66109,4500.04%+9,450
BALL CORP46,834200,001+153,1672,48111,8220.05%+9,341
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)530,008606,784+76,77649,69458,3420.27%+8,649
TARGET CORP(TGT)224,995251,895+26,90021,99330,5300.14%+8,536
TRAVELERS COMPANIES INC(TRV)61,53490,436+28,90217,84826,3780.12%+8,530
OMNICOM GROUP INC(OMC)155,740276,550+120,81012,57620,8270.10%+8,251
MOSAIC CO(MOS)54,949373,902+318,9531,3249,5350.04%+8,211
CARPENTER TECHNOLOGY CORP(CRS)10,73229,335+18,6033,37911,5620.05%+8,183
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)56,068209,902+153,8343,76611,7130.05%+7,946
KINDER MORGAN INC DEL(KMI)481,099618,914+137,81513,22520,7520.10%+7,527
REGENERON PHARMACEUTICALS(REGN)68,63778,302+9,66552,97960,4990.28%+7,521
AON PLC(AON)27,34753,062+25,7159,65017,1270.08%+7,477
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IEQ CAPITAL, LLC — 13F Holdings — Q1 2026 | TickerTrail