IEQ CAPITAL, LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$33.4B

Holdings

1,837

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,837 positions)

#StockSharesValue% PortfolioType
101
6RJ0ROCKET LAB CORP
613,515$42.0M0.13%
102
MGCVANGUARD WORLD FD
163,346$41.0M0.12%
103
WDCWESTERN DIGITAL CORP
244,780$41.0M0.12%
104
EFAISHARES TR
425,069$40.0M0.12%
105
VGTVANGUARD WORLD FD
54,007$40.0M0.12%
106
UBERUBER TECHNOLOGIES INC
482,081$39.0M0.12%
107
FCXFREEPORT-MCMORAN INC
796,631$39.0M0.12%
108
BACBANK AMERICA CORP
714,415$39.0M0.12%
109
BBYBEST BUY INC
578,260$38.0M0.11%
110
ADBEADOBE INC
112,929$38.0M0.11%
111
PANWPALO ALTO NETWORKS INC
204,710$37.0M0.11%
112
LVSLAS VEGAS SANDS CORP
577,563$37.0M0.11%
113
LYFTLYFT INC
1,946,512$37.0M0.11%
114
FIGFIGMA INC
973,880$36.0M0.11%
115
BXBLACKSTONE INC
233,692$36.0M0.11%
116
LMTLOCKHEED MARTIN CORP
76,327$35.0M0.10%
117
ESTCELASTIC N V
464,414$35.0M0.10%
118
MKTXMARKETAXESS HLDGS INC
189,326$34.0M0.10%
119
IQVIQVIA HLDGS INC
152,375$34.0M0.10%
120
TPRTAPESTRY INC
272,274$34.0M0.10%
121
PSXPHILLIPS 66
264,260$33.0M0.10%
122
CMGCHIPOTLE MEXICAN GRILL INC
936,294$33.0M0.10%
123
IWDISHARES TR
160,667$33.0M0.10%
124
HDHOME DEPOT INC
96,147$32.0M0.10%
125
TXTTEXTRON INC
366,045$31.0M0.09%
126
VEAVANGUARD TAX-MANAGED FDS
519,190$31.0M0.09%
127
EX9EXELIXIS INC
713,624$31.0M0.09%
128
IVWISHARES TR
261,113$31.0M0.09%
129
ITGARTNER INC
122,617$30.0M0.09%
130
ADTADT INC DEL
3,749,491$30.0M0.09%
131
EXASEXACT SCIENCES CORP
303,816$30.0M0.09%
132
MCKMCKESSON CORP
37,189$30.0M0.09%
133
FTNTFORTINET INC
366,911$29.0M0.09%
134
UPSUNITED PARCEL SERVICE INC
297,057$29.0M0.09%
135
IBITISHARES BITCOIN TRUST ETF
596,279$29.0M0.09%
136
WFCWELLS FARGO CO NEW
325,323$29.0M0.09%
137
AMATAPPLIED MATLS INC
115,469$29.0M0.09%
138
SPOTSPOTIFY TECHNOLOGY S A
50,642$28.0M0.08%
139
MLIMUELLER INDS INC
247,551$28.0M0.08%
140
UTHUNITED THERAPEUTICS CORP DEL
58,959$28.0M0.08%
141
SNDKSANDISK CORP
119,335$28.0M0.08%
142
CFGCITIZENS FINL GROUP INC
493,608$28.0M0.08%
143
BRK-BBERKSHIRE HATHAWAY INC DEL
38$28.0M0.08%
144
MGKVANGUARD WORLD FD
65,821$27.0M0.08%
145
DHRDANAHER CORPORATION
120,055$27.0M0.08%
146
TSMTAIWAN SEMICONDUCTOR MFG LTD
93,761$27.0M0.08%
147
ABBVABBVIE INC
125,817$27.0M0.08%
148
PYPLPAYPAL HLDGS INC
474,700$27.0M0.08%
149
DASHDOORDASH INC
125,508$27.0M0.08%
150
CMICUMMINS INC
55,202$27.0M0.08%
151
AXSAXIS CAP HLDGS LTD
257,301$27.0M0.08%
152
PINSPINTEREST INC
1,028,132$26.0M0.08%
153
THCTENET HEALTHCARE CORP
134,026$26.0M0.08%
154
ULTAULTA BEAUTY INC
43,435$26.0M0.08%
155
ISRGINTUITIVE SURGICAL INC
47,036$25.0M0.07%
156
RLRALPH LAUREN CORP
71,492$25.0M0.07%
157
ALNYALNYLAM PHARMACEUTICALS INC
64,905$25.0M0.07%
158
AMDADVANCED MICRO DEVICES INC
121,203$25.0M0.07%
159
MTCHMATCH GROUP INC NEW
796,315$25.0M0.07%
160
FIVEFIVE BELOW INC
133,710$25.0M0.07%
161
TERTERADYNE INC
129,289$25.0M0.07%
162
VONGVANGUARD SCOTTSDALE FDS
212,420$25.0M0.07%
163
KDPKEURIG DR PEPPER INC
906,415$25.0M0.07%
164
ADSKAUTODESK INC
86,435$25.0M0.07%
165
RTXRTX CORPORATION
140,104$25.0M0.07%
166
CVXCHEVRON CORP NEW
159,111$24.0M0.07%
167
IVZINVESCO LTD
915,843$24.0M0.07%
168
BIIBBIOGEN INC
139,639$24.0M0.07%
169
4I1PHILIP MORRIS INTL INC
155,648$24.0M0.07%
170
EVREVERCORE INC
74,051$24.0M0.07%
171
CSCOCISCO SYS INC
327,881$24.0M0.07%
172
MDBMONGODB INC
59,193$24.0M0.07%
173
VRTVERTIV HOLDINGS CO
153,664$24.0M0.07%
174
STESTERIS PLC
95,929$24.0M0.07%
175
NYTNEW YORK TIMES CO
349,415$24.0M0.07%
176
DVNDEVON ENERGY CORP NEW
671,522$24.0M0.07%
177
MNSTMONSTER BEVERAGE CORP NEW
314,753$23.0M0.07%
178
INTUINTUIT
37,469$23.0M0.07%
179
TOLTOLL BROTHERS INC
174,918$23.0M0.07%
180
JCIJOHNSON CTLS INTL PLC
201,963$23.0M0.07%
181
BWABORGWARNER INC
514,757$23.0M0.07%
182
MDTMEDTRONIC PLC
248,369$23.0M0.07%
183
SSENTINELONE INC
1,587,792$23.0M0.07%
184
CVSCVS HEALTH CORP
295,481$22.0M0.07%
185
AG8AGILENT TECHNOLOGIES INC
168,667$22.0M0.07%
186
DHID R HORTON INC
159,230$22.0M0.07%
187
PATHUIPATH INC
1,401,514$22.0M0.07%
188
A4SAMERIPRISE FINL INC
46,980$22.0M0.07%
189
DYHTARGET CORP
224,995$21.0M0.06%
190
ROPROPER TECHNOLOGIES INC
49,545$21.0M0.06%
191
USBUS BANCORP DEL
394,130$21.0M0.06%
192
SCHWSCHWAB CHARLES CORP
223,714$21.0M0.06%
193
AQLTISHARES TR
247,620$21.0M0.06%
194
BMRNBIOMARIN PHARMACEUTICAL INC
358,056$21.0M0.06%
195
FRSHFRESHWORKS INC
1,835,656$21.0M0.06%
196
TSNTYSON FOODS INC
375,143$21.0M0.06%
197
PGPROCTER AND GAMBLE CO
153,468$21.0M0.06%
198
LECOLINCOLN ELEC HLDGS INC
91,122$21.0M0.06%
199
ZSZSCALER INC
91,454$20.0M0.06%
200
PGRPROGRESSIVE CORP
93,911$20.0M0.06%
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