Fund Holdings — IEQ CAPITAL, LLC

Total Portfolio Value
$32.94B
Total Bought
$16.87B
Total Sold
$1.45B
Net Transaction
+$15.43B
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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APPLOVIN CORP(APP)55,29015,779,921+15,724,63119,35611,338,50534.42%+11,319,149
ROBLOX CORP(RBLX)18,778,64017,470,398-1,308,2421,975,5132,420,0007.35%+444,487
SPDR S&P 500 ETF TR(SPY)717,0151,089,132+372,117443,008725,5572.20%+282,549
NVIDIA CORPORATION(NVDA)3,719,9214,332,392+612,471587,710808,3382.45%+220,627
APPLE INC(AAPL)2,294,4752,549,845+255,370470,757649,2671.97%+178,509
VANGUARD INDEX FDS736,2791,088,429+352,150223,777357,1901.08%+133,413
MICROSOFT CORP(MSFT)887,5031,072,551+185,048441,453555,5281.69%+114,075
META PLATFORMS INC(META)989,1561,142,932+153,776730,086839,3512.55%+109,265
QUANTA SVCS INC965262,755+261,790365108,8910.33%+108,526
SPDR SERIES TRUST
ST STR BLO 1 ETF
2,008,1783,164,652+1,156,474184,210290,3570.88%+106,147
ALPHABET INC(GOOG)1,077,8511,210,633+132,782189,950294,3050.89%+104,355
ROBINHOOD MKTS INC(HOOD)668,4441,133,151+464,70762,586162,2450.49%+99,658
ALPHABET INC(GOOG)772,834892,327+119,493137,093217,3270.66%+80,234
TESLA INC(TSLA)457,802469,533+11,731145,425208,8110.63%+63,386
BROADCOM INC(AVGO)537,093614,341+77,248148,049202,6770.62%+54,628
AMAZON COM INC(AMZN)1,498,4071,721,095+222,688328,735377,9071.15%+49,172
COUPANG INC(CPNG)662,7902,140,149+1,477,35919,85768,9130.21%+49,056
WALMART INC(WMT)347,500790,104+442,60433,97981,4280.25%+47,450
INTEL CORP(INTC)1,216,9662,226,764+1,009,79827,26074,7080.23%+47,448
VANGUARD INDEX FDS423,100460,281+37,181236,382281,8660.86%+45,485
BERKSHIRE HATHAWAY INC DEL196,293269,787+73,49495,353135,6330.41%+40,279
RUBRIK INC.(RBRK)240,333748,212+507,87921,53161,5400.19%+40,009
PALANTIR TECHNOLOGIES INC(PLTR)343,211474,824+131,61346,78786,6170.26%+39,831
COINBASE GLOBAL INC(COIN)277,550395,403+117,85397,278133,4440.41%+36,166
UNITEDHEALTH GROUP INC(UNH)73,303169,881+96,57822,86858,6600.18%+35,791
CROWDSTRIKE HLDGS INC(CRWD)534,010626,654+92,644271,977307,2980.93%+35,322
PEPSICO INC(PEP)203,031441,512+238,48126,80862,0060.19%+35,198
REDDIT INC(RDDT)162,997250,181+87,18424,54257,5390.17%+32,997
ISHARES TR427,907456,239+28,332181,681213,7070.65%+32,026
ROCKET LAB CORP(RKLB)38,403679,128+640,7251,37432,5370.10%+31,163
PG&E CORP(PCG)517,2372,465,159+1,947,9227,21037,1750.11%+29,964
MICRON TECHNOLOGY INC(MU)70,281228,613+158,3328,66238,2520.12%+29,589
INVESCO QQQ TR459,292471,124+11,832253,364282,8250.86%+29,461
AIRBNB INC219,092479,449+260,35728,99558,2150.18%+29,220
GE AEROSPACE(GE)175,519246,678+71,15945,17774,2060.23%+29,029
SALESFORCE INC(CRM)363,961534,524+170,56399,248126,6820.38%+27,434
MEDPACE HLDGS INC(MEDP)22,80165,371+42,5707,15633,6110.10%+26,455
ALNYLAM PHARMACEUTICALS INC(ALNY)6,12262,177+56,0551,99628,3530.09%+26,356
JPMORGAN CHASE & CO.(JPM)346,774399,506+52,732100,533126,0160.38%+25,483
NEUROCRINE BIOSCIENCES INC(NBIX)572,973692,601+119,62872,01797,2270.30%+25,210
GENERAL MTRS CO(GM)634,122924,260+290,13831,20556,3520.17%+25,147
GENERAL DYNAMICS CORP(GD)47,496111,015+63,51913,85237,8560.11%+24,004
EXPEDIA GROUP INC(EXPE)151,610231,556+79,94625,57449,4950.15%+23,922
FEDEX CORP(FDX)58,994157,743+98,74913,41037,1980.11%+23,788
ORACLE CORP(ORCL)188,607230,639+42,03241,23564,8650.20%+23,630
EVEREST GROUP LTD(EG)25,68792,075+66,3888,73032,2470.10%+23,518
MOLINA HEALTHCARE INC(MOH)35,094176,016+140,92210,45533,6820.10%+23,228
COMFORT SYS USA INC(FIX)53,76963,036+9,26728,83252,0160.16%+23,185
REGENERON PHARMACEUTICALS(REGN)3,91343,660+39,7472,05524,5490.07%+22,494
LAM RESEARCH CORP(LRCX)182,546300,321+117,77517,76940,2130.12%+22,444
ZOOM COMMUNICATIONS INC(ZM)212,286471,202+258,91616,55438,8740.12%+22,320
ISHARES TR149,935172,104+22,16993,095115,1890.35%+22,094
ISHARES TR419,418450,095+30,677142,422164,5010.50%+22,079
MERCK & CO INC(MRK)556,411786,169+229,75844,04565,9830.20%+21,938
OPENDOOR TECHNOLOGIES INC(OPEN)6,685,9723,167,828-3,518,1443,56425,2480.08%+21,684
JOBY AVIATION INC(JOBY)4,166,9744,065,663-101,31143,96265,6200.20%+21,658
ADT INC DEL(ADT)1,226,3753,623,223+2,396,84810,38731,5580.10%+21,171
MATCH GROUP INC NEW(MTCH)0595,869+595,869021,0460.06%+21,046
CHEWY INC(CHWY)0510,986+510,986020,6690.06%+20,669
NEXTDOOR HOLDINGS INC(NXDR)221,5639,716,677+9,495,11436820,3080.06%+19,940
BEST BUY INC(BBY)160,568397,722+237,15410,77930,0760.09%+19,297
PHILLIPS 66(PSX)56,249186,987+130,7386,71125,4340.08%+18,723
JOHNSON & JOHNSON(JNJ)306,802348,590+41,78846,86464,6360.20%+17,772
D R HORTON INC(DHI)9,015111,485+102,4701,16218,8930.06%+17,731
CENTENE CORP DEL(CNC)248,395872,159+623,76413,48331,1190.09%+17,636
CHEVRON CORP NEW(CVX)77,296184,389+107,09311,06828,6340.09%+17,566
GOLDMAN SACHS GROUP INC(GS)313,312300,137-13,175221,746239,0130.73%+17,267
GE VERNOVA INC(GEV)62,54081,083+18,54333,09349,8580.15%+16,765
ADOBE INC(ADBE)112,622169,173+56,55143,57159,6760.18%+16,104
PNC FINL SVCS GROUP INC(PNC)174,262241,823+67,56132,48648,5900.15%+16,104
OVINTIV INC(OVV)74,281467,898+393,6172,82618,8940.06%+16,067
EXXON MOBIL CORP219,545349,361+129,81623,66739,3900.12%+15,723
STERIS PLC(STE)21,82084,579+62,7595,24220,9280.06%+15,687
HOME DEPOT INC(HD)106,875135,383+28,50839,18454,8560.17%+15,672
ABBVIE INC(ABBV)120,035163,491+43,45622,28137,8550.11%+15,574
HUNT J B TRANS SVCS INC(JBHT)117,269241,143+123,87416,84032,3540.10%+15,514
ISHARES TR724,123708,239-15,884220,387235,7300.72%+15,343
ISHARES TR542,081614,643+72,56269,71284,9680.26%+15,257
VEEVA SYS INC(VEEV)84,277132,478+48,20124,27039,4660.12%+15,196
IREN LIMITED
ORDINARY SHARES
12,777325,100+312,32318615,2570.05%+15,071
PROCTER AND GAMBLE CO(PG)130,288232,827+102,53920,75735,7740.11%+15,017
MASTERCARD INCORPORATED(MA)97,440122,575+25,13554,75569,7220.21%+14,967
TELEFLEX INCORPORATED(TFX)17,519137,991+120,4722,07416,8850.05%+14,811
INCYTE CORP(INCY)404,039495,069+91,03027,51541,9870.13%+14,472
MUELLER INDS INC(MLI)0142,671+142,671014,4260.04%+14,426
DOLLAR GEN CORP NEW(DG)34,229177,458+143,2293,91518,3400.06%+14,425
BORGWARNER INC285,607542,195+256,5889,56223,8350.07%+14,273
TECHNIPFMC PLC(FTI)525,252815,583+290,33118,09032,1750.10%+14,085
NEWMONT CORP(NEM)131,933255,564+123,6317,68621,5470.07%+13,860
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
237,274273,268+35,99453,88567,5300.20%+13,645
EVERSOURCE ENERGY(ES)49,887235,771+185,8843,17416,7730.05%+13,599
WESTERN DIGITAL CORP(WDC)152,054192,469+40,4159,73023,1080.07%+13,378
ROKU INC(ROKU)63,865189,021+125,1565,61318,9270.06%+13,314
AUTOZONE INC(AZO)1,5254,307+2,7825,66318,4810.06%+12,817
PINNACLE FINL PARTNERS INC3,418140,323+136,90537713,1610.04%+12,783
TAIWAN SEMICONDUCTOR MFG LTD(TSM)58,28492,982+34,69813,20125,9690.08%+12,768
TJX COS INC NEW(TJX)133,271201,213+67,94216,45829,0830.09%+12,626
ISHARES TR149,329171,591+22,26252,41565,0230.20%+12,608
TAPESTRY INC(TPR)251,161304,483+53,32222,05434,4740.10%+12,419
CHUBB LIMITED
COM
79,851125,880+46,02923,13535,5300.11%+12,395
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IEQ CAPITAL, LLC — 13F Holdings — Q3 2025 | TickerTrail