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Portfolio (Quarterly) Guide ↗

IQ EQ FUND MANAGEMENT (IRELAND) Ltd

· CIK 0001620943
13F Portfolio $1.4B AUM 296 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 18 New 137 Added 110 Reduced 37 Exited
Page 3 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PG PROCTER & GAMBLE CO Consumer Defensive 18,043.0 $2.6M 0.18% -19K -51.7% $143.31 +0.8%
42 FAST FASTENAL CO Industrials 64,120.0 $2.6M 0.18% -63K -49.7% $40.13 +9.5%
43 COLD AMERICOLD REALTY TRUST INC Real Estate 197,085.0 $2.5M 0.17% -24K -10.8% $12.86 +15.2%
44 LINE LINEAGE INC Real Estate 67,831.0 $2.4M 0.16% -8K -10.8% $35.00 +16.8%
45 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 35,151.0 $2.4M 0.16% -3K -8.6% $67.39 +11.7%
46 NEOG NEOGEN CORP Healthcare 313,385.0 $2.2M 0.15% -38K -10.8% $6.99 +27.3%
47 PL PLANET LABS PBC Industrials 110,713.0 $2.2M 0.15% -110K -49.8% $19.72 +124.9%
48 BCPC BALCHEM CORP Basic Materials 14,133.0 $2.2M 0.15% -2K -10.8% $153.36 +5.5%
49 XYL XYLEM INC Industrials 15,376.0 $2.1M 0.14% -213.0 -1.4% $136.18 -19.0%
50 ZD ZIFF DAVIS INC Communication Services 58,414.0 $2.1M 0.14% -8K -11.8% $35.15 +24.3%
51 LW LAMB WESTON HLDGS INC Consumer Defensive 47,470.0 $2.0M 0.14% -6K -10.8% $41.89 +4.5%
52 ORCL ORACLE CORP Technology 9,539.0 $1.9M 0.13% -490.0 -4.9% $194.91 -1.5%
53 CNH INDL N V 198,745.0 $1.8M 0.13% -24K -10.8% $9.22
54 PAYX PAYCHEX INC Industrials 16,139.0 $1.8M 0.12% -15K -47.6% $112.18 -13.5%
55 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 115,431.0 $1.7M 0.12% -10K -7.7% $15.06 -32.5%
56 USB US BANCORP DEL Financial Services 32,249.0 $1.7M 0.12% -37K -53.1% $53.36 +2.8%
57 CRM SALESFORCE INC Technology 6,485.0 $1.7M 0.12% -558.0 -7.9% $264.91 -32.0%
58 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 391,544.0 $1.6M 0.11% -47K -10.8% $4.10 -1.5%
59 LNN LINDSAY CORP Industrials 12,827.0 $1.5M 0.10% -2K -10.8% $117.87 -7.4%
60 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 15,969.0 $1.5M 0.10% -2K -10.8% $93.95 +21.8%
Page 3 of 6  ·  110 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 15.1%
Industrials 13.6%
Consumer Cyclical 9.9%
Financial Services 9.8%
Communication Services 8.2%
Consumer Defensive 2.8%
Basic Materials 1.4%
Real Estate 1.1%
Utilities 0.9%