IEQ CAPITAL, LLC

CIK: 0001779789SEC EDGAR →

Portfolio Value

$18.3B

Holdings

1,837

As of

Q4 2025

New Positions

295

Closed Positions

270

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ROBLOX CORP

17,245,356$1.4B
7.63%
2

NVIDIA CORPORATION

4,732,153$881.0M
4.81%
3

APPLE INC

2,740,916$744.0M
4.06%
4

MICROSOFT CORP

1,092,493$527.0M
2.88%
5

AMAZON COM INC

1,917,143$442.0M
2.41%
6

ALPHABET INC

1,281,343$400.0M
2.18%
7

VANGUARD INDEX FDS

1,197,664$400.0M
2.18%
8

SPDR SERIES TRUST

4,010,468$365.0M
1.99%
9

ALPHABET INC

969,387$303.0M
1.65%
10

CROWDSTRIKE HLDGS INC

633,026$295.0M
1.61%

Quarterly Changes

Top Buys

MSFT↑ Increased
$526.4M
GOOGL↑ Increased
$105.7M
AAPL↑ Increased
$94.7M
GOOG↑ Increased
$85.7M
BIL↑ Increased
$74.6M

Top Sells

RBLX↓ Decreased
$1.0B
HOOD↓ Decreased
$48.2M
DASH↓ Decreased
$43.9M
MOHCLOSED
$33.7M
UPBD↓ Decreased
$25.4M

New Positions (221)

$58.0M · 2.3M shares
$14.0M · 51K shares
$14.0M · 44K shares
$13.0M · 189K shares
$10.0M · 136K shares
$7.0M · 65K shares
$6.0M · 66K shares
$6.0M · 97K shares
$6.0M · 77K shares
$5.0M · 32K shares
$5.0M · 14K shares
$5.0M · 365K shares
$5.0M · 13K shares
$5.0M · 354K shares
$5.0M · 90K shares
$4.0M · 184K shares
$4.0M · 50K shares
$4.0M · 15K shares
$4.0M · 256K shares
$4.0M · 39K shares
$3.0M · 8K shares
$3.0M · 11K shares
$3.0M · 157K shares
$2.0M · 43K shares
$2.0M · 29K shares
$2.0M · 51K shares
$2.0M · 47K shares
$2.0M · 26K shares
$2.0M · 17K shares
$2.0M · 13K shares
$2.0M · 170K shares
$2.0M · 18K shares
$1.0M · 5K shares
$1.0M · 88K shares
$1.0M · 51K shares
$1.0M · 91K shares
$1.0M · 163K shares
$1.0M · 22K shares
$1.0M · 34K shares
$1.0M · 95K shares
$1.0M · 38K shares
$1.0M · 65K shares
$1.0M · 44K shares
$1.0M · 199K shares
$1.0M · 19K shares
$1.0M · 5K shares
$1.0M · 92K shares
$1.0M · 21K shares
$1.0M · 4K shares
$1.0M · 22K shares
$1.0M · 20K shares
$1.0M · 81K shares
$1.0M · 14K shares
$0 · 1K shares
$0 · 12K shares
$0 · 4K shares
$0 · 29K shares
$0 · 7K shares
$0 · 10K shares
$0 · 6K shares
$0 · 12K shares
$0 · 13K shares
$0 · 27K shares
$0 · 8K shares
$0 · 29K shares
$0 · 41K shares
$0 · 4K shares
$0 · 3K shares
$0 · 9K shares
$0 · 8K shares
$0 · 3K shares
$0 · 1K shares
$0 · 5K shares
$0 · 763 shares
$0 · 826 shares
$0 · 15K shares
$0 · 11K shares
$0 · 4K shares
$0 · 15K shares
$0 · 25K shares
$0 · 6K shares
$0 · 16K shares
$0 · 16K shares
$0 · 38K shares
$0 · 13K shares
SMX SEC MATTERS PLC
$0 · 25K shares
$0 · 21K shares
$0 · 3K shares
$0 · 12K shares
$0 · 19K shares
$0 · 6K shares
$0 · 13K shares
$0 · 4K shares
$0 · 16K shares
$0 · 2K shares
$0 · 19K shares
$0 · 78K shares
$0 · 2K shares
$0 · 17K shares
$0 · 3K shares
$0 · 8K shares
$0 · 7K shares
$0 · 3K shares
$0 · 2K shares
$0 · 5K shares
$0 · 2K shares
$0 · 8K shares
$0 · 28K shares
$0 · 815 shares
$0 · 1K shares
$0 · 2K shares
$0 · 4K shares
$0 · 8K shares
$0 · 7K shares
$0 · 4K shares
$0 · 7K shares
$0 · 6K shares
$0 · 3K shares
$0 · 45K shares
$0 · 13K shares
$0 · 10K shares
$0 · 10K shares
$0 · 10K shares
$0 · 17K shares
$0 · 3K shares
$0 · 10K shares
$0 · 98K shares
$0 · 8K shares
$0 · 7K shares
$0 · 23K shares
$0 · 77K shares
$0 · 9K shares
$0 · 13K shares
$0 · 10K shares
$0 · 11K shares
$0 · 15K shares
$0 · 17K shares
$0 · 2K shares
$0 · 3K shares
$0 · 11K shares
$0 · 8K shares
$0 · 33K shares
$0 · 210K shares
$0 · 10K shares
$0 · 3K shares
$0 · 15K shares
$0 · 9K shares
$0 · 2K shares
$0 · 10K shares
$0 · 14K shares
$0 · 7K shares
$0 · 3K shares
$0 · 23K shares
$0 · 53K shares
$0 · 3K shares
$0 · 16K shares
$0 · 5K shares
$0 · 5K shares
$0 · 12K shares
$0 · 4K shares
$0 · 335 shares
$0 · 3K shares
$0 · 9K shares
$0 · 19K shares
$0 · 5K shares
$0 · 7K shares
$0 · 18K shares
$0 · 2K shares
$0 · 11K shares
$0 · 10K shares
$0 · 10K shares
$0 · 5K shares
$0 · 3K shares
$0 · 4K shares
$0 · 9K shares
$0 · 98K shares
$0 · 2K shares
$0 · 17K shares
$0 · 10K shares
$0 · 3K shares
$0 · 13K shares
$0 · 22K shares
$0 · 17K shares
$0 · 61K shares
$0 · 11K shares
$0 · 8K shares
$0 · 3K shares
$0 · 14K shares
$0 · 27K shares
$0 · 2K shares
$0 · 9K shares
$0 · 3K shares
$0 · 184K shares
$0 · 1K shares
$0 · 1K shares
$0 · 22K shares
$0 · 17K shares
$0 · 12K shares
$0 · 8K shares
$0 · 98K shares
$0 · 28K shares
$0 · 4K shares
$0 · 7K shares
$0 · 6K shares
$0 · 6K shares
$0 · 6K shares
$0 · 3K shares
$0 · 24K shares
$0 · 12K shares
$0 · 14K shares
$0 · 3K shares
$0 · 1K shares
$0 · 6K shares
$0 · 13K shares
$0 · 11K shares
$0 · 13K shares
$0 · 8K shares
$0 · 15K shares
$0 · 24K shares
$0 · 2K shares
$0 · 24K shares

Closed Positions (213)

$33.7M · 176K shares
$11.1M · 26K shares
$9.5M · 36K shares
$6.1M · 19K shares
$4.2M · 33K shares
$4.0M · 49K shares
$4.0M · 8K shares
$3.9M · 58K shares
$3.8M · 158K shares
$3.8M · 27K shares
$3.4M · 38K shares
$2.9M · 15K shares
$2.9M · 27K shares
$2.7M · 27K shares
$2.6M · 44K shares
$2.5M · 10K shares
$2.5M · 42K shares
$2.4M · 28K shares
$2.4M · 39K shares
$2.3M · 59K shares
$2.3M · 50K shares
$2.3M · 71K shares
$2.3M · 20K shares
$2.2M · 115K shares
$2.1M · 62K shares
$2.0M · 24K shares
$2.0M · 44K shares
$1.9M · 10K shares
$1.9M · 18K shares
$1.8M · 23K shares
$1.8M · 7K shares
$1.7M · 26K shares
$1.7M · 6K shares
$1.6M · 59K shares
$1.5M · 44K shares
$1.4M · 34K shares
$1.4M · 69K shares
$1.4M · 36K shares
$1.4M · 8K shares
$1.3M · 16K shares
$1.3M · 56K shares
$1.2M · 38K shares
$1.2M · 12K shares
$1.1M · 6K shares
$1.1M · 120K shares
$1.0M · 16K shares
$935K · 59K shares
$929K · 5K shares
$878K · 31K shares
$858K · 20K shares
$838K · 46K shares
$834K · 20K shares
$826K · 48K shares
$815K · 9K shares
$782K · 10K shares
$768K · 11K shares
$765K · 13K shares
$760K · 33K shares
$752K · 8K shares
$721K · 54K shares
$715K · 14K shares
$642K · 26K shares
$630K · 20K shares
$623K · 17K shares
$620K · 4K shares
$616K · 6K shares
$615K · 15K shares
$613K · 36K shares
$601K · 2K shares
$594K · 8K shares
$588K · 43K shares
$574K · 117K shares
$549K · 17K shares
$546K · 72K shares
$519K · 17K shares
$512K · 6K shares
$480K · 18K shares
$476K · 4K shares
$472K · 47K shares
$464K · 3K shares
$464K · 22K shares
$463K · 7K shares
$462K · 47K shares
$453K · 8K shares
$449K · 50K shares
$443K · 12K shares
$437K · 9K shares
$436K · 32K shares
$436K · 115K shares
$423K · 64K shares
$394K · 18K shares
$387K · 4K shares
$382K · 8K shares
$373K · 12K shares
$370K · 21K shares
$359K · 6K shares
$357K · 59K shares
$350K · 20K shares
$342K · 37K shares
$340K · 6K shares
$337K · 5K shares
$333K · 654 shares
$324K · 4K shares
$322K · 758 shares
$322K · 12K shares
$321K · 33K shares
$320K · 6K shares
$317K · 8K shares
$315K · 6K shares
$315K · 6K shares
$313K · 9K shares
$311K · 9K shares
$311K · 7K shares
$309K · 2K shares
$308K · 6K shares
$307K · 983 shares
$306K · 6K shares
$304K · 10K shares
$293K · 3K shares
$290K · 6K shares
$288K · 19K shares
$286K · 6K shares
$279K · 2K shares
$277K · 1K shares
$269K · 3K shares
$267K · 3K shares
$261K · 9K shares
$260K · 24K shares
$257K · 9K shares
$253K · 36K shares
$252K · 12K shares
$252K · 1K shares
$246K · 13K shares
$243K · 2K shares
$242K · 9K shares
$241K · 9K shares
$240K · 15K shares
$239K · 18K shares
$239K · 7K shares
$236K · 10K shares
$232K · 854 shares
$231K · 696 shares
$230K · 2K shares
$229K · 41K shares
$226K · 5K shares
$224K · 3K shares
$224K · 7K shares
$224K · 10K shares
$223K · 37K shares
$222K · 5K shares
$222K · 14K shares
$221K · 4K shares
$218K · 3K shares
$218K · 2K shares
$216K · 3K shares
$216K · 2K shares
$215K · 3K shares
$213K · 11K shares
$212K · 30K shares
$212K · 6K shares
$212K · 16K shares
$212K · 2K shares
$211K · 4K shares
$210K · 1K shares
$210K · 6K shares
$204K · 4K shares
$201K · 7K shares
$185K · 15K shares
$175K · 13K shares
$173K · 13K shares
$170K · 21K shares
$165K · 20K shares
$164K · 95K shares
$157K · 21K shares
$157K · 53K shares
$155K · 11K shares
$148K · 13K shares
$148K · 54K shares
$145K · 20K shares
$143K · 22K shares
$139K · 15K shares
$136K · 13K shares
$133K · 68K shares
$131K · 18K shares
$125K · 13K shares
$124K · 15K shares
$121K · 18K shares
$114K · 14K shares
$110K · 17K shares
$105K · 15K shares
$104K · 10K shares
$82K · 11K shares
$70K · 12K shares
$68K · 38K shares
$60K · 11K shares
$59K · 10K shares
$57K · 15K shares
$55K · 10K shares
$54K · 14K shares
$52K · 60K shares
$50K · 11K shares
$48K · 28K shares
$38K · 24K shares
$37K · 14K shares
$31K · 11K shares
$30K · 36K shares
$28K · 10K shares
$24K · 15K shares
$22K · 16K shares
$20K · 11K shares
$19K · 36K shares
$14K · 11K shares
$2K · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Technology250$6.7B36.4%
Financial Services545$4.4B24.2%
Consumer Cyclical151$1.8B9.8%
Healthcare188$1.2B6.7%
Industrials178$1.2B6.4%
Communication Services72$1.0B5.7%
Unknown110$624.4M3.4%
Consumer Defensive58$388.1M2.1%
Energy86$325.0M1.8%
Basic Materials67$239.0M1.3%
Real Estate99$207.0M1.1%
Utilities33$202.1M1.1%