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Portfolio (Quarterly) Guide ↗

IQ EQ FUND MANAGEMENT (IRELAND) Ltd

· CIK 0001620943
13F Portfolio $1.6B AUM 289 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 51 New 123 Added 100 Reduced 58 Exited
Page 5 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BBY BEST BUY INC Consumer Cyclical 25,012.0 $1.9M 0.12% +3K +11.6% $75.88 +15.0%
82 CGNT COGNYTE SOFTWARE LTD Technology 201,919.0 $1.8M 0.11% +123K +154.8% $8.78 +2.2%
83 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 160,230.0 $1.7M 0.11% +45K +38.8% $10.57 +3.9%
84 DOC HEALTHPEAK PROPERTIES INC Real Estate 78,140.0 $1.7M 0.11% +14K +22.3% $21.40 -4.5%
85 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 77,265.0 $1.7M 0.11% +13K +20.2% $21.45 +14.5%
86 PFE PFIZER INC Healthcare 66,669.0 $1.6M 0.10% +22K +50.4% $24.08 +13.2%
87 FMC FMC CORP Basic Materials 139,454.0 $1.6M 0.10% +67K +91.4% $11.50 -11.9%
88 BMI BADGER METER INC Technology 10,640.0 $1.6M 0.10% +3K +35.2% $148.38 -15.2%
89 EMN EASTMAN CHEM CO Basic Materials 21,617.0 $1.4M 0.09% +11K +104.8% $66.98 +9.0%
90 TJX TJX COS INC NEW Consumer Cyclical 9,546.0 $1.4M 0.09% +616.0 +6.9% $151.50 -0.4%
91 ECL ECOLAB INC Basic Materials 5,176.0 $1.4M 0.09% +106.0 +2.1% $278.61 +0.5%
92 SDGR SCHRODINGER INC Healthcare 86,967.0 $1.4M 0.09% +18K +26.5% $16.25 +8.7%
93 ITRI ITRON INC Technology 16,298.0 $1.4M 0.09% +3K +19.4% $86.53 +11.2%
94 DLR DIGITAL RLTY TR INC Real Estate 7,616.0 $1.4M 0.09% +478.0 +6.7% $179.58 +8.7%
95 TTEK TETRA TECHNOLOGIES INC DEL Industrials 47,210.0 $1.4M 0.09% +6K +14.0% $28.89 +22.5%
96 VLTO VERALTO CORP Industrials 15,279.0 $1.4M 0.09% +2K +13.0% $88.68 +8.4%
97 PAC GRUPO AEROPUERTO DEL PACIFIC Industrials 5,225.0 $1.3M 0.08% +1K +28.4% $253.16 -19.2%
98 CWT CALIFORNIA WTR SVC GROUP Utilities 26,617.0 $1.3M 0.08% +3K +14.3% $48.65 +2.5%
99 PNR PENTAIR PLC Industrials 16,629.0 $1.3M 0.08% +5K +40.0% $76.66 -17.1%
100 VRSK VERISK ANALYTICS INC Industrials 7,066.0 $1.3M 0.08% +933.0 +15.2% $179.53 -0.4%
Page 5 of 7  ·  123 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.0%
Healthcare 18.7%
Industrials 12.3%
Financial Services 9.2%
Consumer Cyclical 9.1%
Communication Services 6.8%
Consumer Defensive 2.8%
Basic Materials 2.1%
Real Estate 1.1%
Utilities 0.8%