IEQ CAPITAL, LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$12.6B

Holdings

1,607

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (1,607 positions)

#StockSharesValue% PortfolioType
101
MRKMERCK & CO INC
208,208$18.7B148.64%
102
RBRKRUBRIK INC.
305,636$18.6B148.24%
103
CBCHUBB LIMITED
61,635$18.6B148.05%
104
PATHUIPATH INC
1,800,743$18.5B147.52%
105
COPCONOCOPHILLIPS
170,643$17.9B142.53%
106
4I1PHILIP MORRIS INTL INC
112,773$17.9B142.37%
107
INCYINCYTE CORP
295,500$17.9B142.31%
108
RHIROBERT HALF INC.
327,901$17.9B142.27%
109
CVXCHEVRON CORP NEW
106,883$17.9B142.21%
110
CSCOCISCO SYS INC
289,224$17.8B141.96%
111
VONGVANGUARD SCOTTSDALE FDS
191,965$17.8B141.67%
112
UPBDUPBOUND GROUP INC
734,071$17.6B139.89%
113
WFCWELLS FARGO CO NEW
242,752$17.4B138.61%
114
PCORPROCORE TECHNOLOGIES INC
256,346$16.9B134.61%
115
MGKVANGUARD WORLD FD
54,332$16.8B133.48%
116
MTSIMACOM TECH SOLUTIONS HLDGS I
163,273$16.4B130.35%
117
LGLVSPDR SER TR
92,605$16.1B128.19%
118
MMM3M CO
109,736$16.1B128.18%
119
VTVVANGUARD INDEX FDS
93,178$16.1B128.02%
120
TTTRANE TECHNOLOGIES PLC
47,758$16.1B127.98%
121
AMGNAMGEN INC
51,541$16.1B127.72%
122
QCOMQUALCOMM INC
104,292$16.0B127.42%
123
KOCOCA COLA CO
222,106$15.9B126.52%
124
AQLTISHARES TR
208,605$15.8B125.51%
125
EPSWISDOMTREE TR
265,154$15.7B125.02%
126
GEVGE VERNOVA INC
51,093$15.6B124.06%
127
IVEISHARES TR
79,400$15.1B120.35%
128
HUMHUMANA INC
56,188$14.9B118.25%
129
MDTMEDTRONIC PLC
165,333$14.9B118.16%
130
PYPLPAYPAL HLDGS INC
227,591$14.9B118.11%
131
DWDMORGAN STANLEY
126,809$14.8B117.67%
132
RGLDROYAL GOLD INC
90,077$14.7B117.14%
133
XBFZXBLACKROCK CALIF MUN INCOME T
1,337,109$14.7B116.77%
134
GRMNGARMIN LTD
67,376$14.6B116.36%
135
ACNACCENTURE PLC IRELAND
46,579$14.5B115.60%
136
MOHMOLINA HEALTHCARE INC
43,886$14.5B114.97%
137
PGRPROGRESSIVE CORP
50,639$14.3B113.99%
138
RSPINVESCO EXCHANGE TRADED FD T
81,784$14.2B112.68%
139
CVSCVS HEALTH CORP
207,616$14.1B111.87%
140
EIXEDISON INTL
238,416$14.0B111.73%
141
NOCNORTHROP GRUMMAN CORP
27,363$14.0B111.43%
142
CFGCITIZENS FINL GROUP INC
341,686$14.0B111.34%
143
INTUINTUIT
22,537$13.8B110.06%
144
XLKSELECT SECTOR SPDR TR
66,690$13.8B109.52%
145
APHAMPHENOL CORP NEW
206,425$13.5B107.69%
146
TAT&T INC
478,582$13.5B107.65%
147
ISRGINTUITIVE SURGICAL INC
27,325$13.5B107.64%
148
LRCXLAM RESEARCH CORP
185,239$13.5B107.11%
149
TENBTENABLE HLDGS INC
381,723$13.4B106.20%
150
PCGPG&E CORP
768,333$13.2B104.99%
151
SDYSPDR SER TR
97,042$13.2B104.72%
152
AXSAXIS CAP HLDGS LTD
130,382$13.1B103.95%
153
OKTAOKTA INC
123,315$13.0B103.20%
154
TJXTJX COS INC NEW
106,378$13.0B103.05%
155
AMATAPPLIED MATLS INC
88,987$12.9B102.71%
156
MRVLMARVELL TECHNOLOGY INC
208,567$12.8B102.14%
157
NTNXNUTANIX INC
183,508$12.8B101.89%
158
CITCINTAS CORP
61,856$12.7B101.12%
159
ELVELEVANCE HEALTH INC
29,191$12.7B100.99%
160
INTCINTEL CORP
547,123$12.4B98.82%
161
EX9EXELIXIS INC
335,620$12.4B98.55%
162
ETSYETSY INC
259,674$12.3B97.44%
163
FTITECHNIPFMC PLC
386,193$12.2B97.34%
164
SCHWSCHWAB CHARLES CORP
156,183$12.2B97.24%
165
EZMWISDOMTREE TR
205,093$12.2B97.22%
166
ZSZSCALER INC
60,920$12.1B96.14%
167
RLRALPH LAUREN CORP
54,723$12.1B96.08%
168
ALNYALNYLAM PHARMACEUTICALS INC
44,014$11.9B94.53%
169
GILDGILEAD SCIENCES INC
105,990$11.9B94.46%
170
TMUST-MOBILE US INC
44,417$11.8B94.22%
171
JCIJOHNSON CTLS INTL PLC
147,194$11.8B93.79%
172
BMRNBIOMARIN PHARMACEUTICAL INC
164,576$11.6B92.53%
173
AMDADVANCED MICRO DEVICES INC
112,726$11.6B92.11%
174
VYMVANGUARD WHITEHALL FDS
88,786$11.4B91.07%
175
RTXRTX CORPORATION
86,431$11.4B91.06%
176
MRSHMARSH & MCLENNAN COS INC
46,542$11.4B90.33%
177
ETNEATON CORP PLC
41,476$11.3B89.67%
178
BLKBLACKROCK INC
11,541$10.9B86.88%
179
ALLEALLEGION PLC
82,878$10.8B86.00%
180
SPGIS&P GLOBAL INC
21,163$10.8B85.52%
181
LINLINDE PLC
23,032$10.7B85.30%
182
VRTXVERTEX PHARMACEUTICALS INC
22,005$10.7B84.85%
183
BMYBRISTOL-MYERS SQUIBB CO
172,523$10.5B83.69%
184
PDIPIMCO DYNAMIC INCOME FD
528,359$10.5B83.21%
185
CMICUMMINS INC
33,370$10.5B83.19%
186
HUNHUNTSMAN CORP
659,310$10.4B82.80%
187
CPNGCOUPANG INC
472,622$10.4B82.44%
188
DISDISNEY WALT CO
104,455$10.3B82.00%
189
OVVOVINTIV INC
240,171$10.3B81.76%
190
ULSTSSGA ACTIVE ETF TR
252,418$10.3B81.61%
191
TPRTAPESTRY INC
145,687$10.3B81.59%
192
SYKSTRYKER CORPORATION
26,993$10.0B79.92%
193
AJGGALLAGHER ARTHUR J & CO
27,740$9.6B76.17%
194
BIIBBIOGEN INC
69,729$9.5B75.89%
195
HUBSHUBSPOT INC
16,621$9.5B75.52%
196
ADPAUTOMATIC DATA PROCESSING IN
31,038$9.5B75.42%
197
DHRDANAHER CORPORATION
46,122$9.5B75.20%
198
IBMINTERNATIONAL BUSINESS MACHS
37,774$9.4B74.71%
199
ADSKAUTODESK INC
35,840$9.4B74.63%
200
CNXCCONCENTRIX CORP
168,582$9.4B74.60%
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