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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 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WCC WESCO INTL INC Industrials 3,758.0 $1.3M 0.08% -1K -21.3% $345.43 -0.5%
82 RSG REPUBLIC SVCS INC Industrials 5,960.0 $1.3M 0.08% -5K -45.3% $213.08 +3.7%
83 VMI VALMONT INDS INC Industrials 2,190.0 $1.3M 0.08% -1K -37.6% $577.60 -16.1%
84 HTO H2O AMERICA Utilities 19,727.0 $1.2M 0.08% -1K -6.0% $60.77 +4.5%
85 DAR DARLING INGREDIENTS INC Consumer Defensive 21,892.0 $1.2M 0.08% -17K -43.5% $54.62 +22.6%
86 NEOG NEOGEN CORP Healthcare 131,123.0 $1.2M 0.07% -182K -58.2% $8.99 +35.2%
87 CMC COMMERCIAL METALS CO Basic Materials 17,837.0 $1.1M 0.07% -3K -14.5% $62.75 +8.6%
88 KAI KADANT INC Industrials 3,409.0 $1.1M 0.07% -1K -26.4% $314.23 +0.0%
89 ON ON SEMICONDUCTOR CORP Technology 11,116.0 $1.1M 0.07% -13K -53.3% $94.54 -19.0%
90 FDP DEL MONTE CORP Consumer Defensive 37,375.0 $1.0M 0.07% -38K -50.1% $27.91 +1.5%
91 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 208,222.0 $987K 0.06% -183K -46.8% $4.74 +10.3%
92 IP INTERNATIONAL PAPER CO Consumer Cyclical 23,498.0 $895K 0.06% -4K -13.7% $38.10 +7.8%
93 MKC MCCORMICK & CO INC Consumer Defensive 14,323.0 $722K 0.05% -4K -23.4% $50.42 +12.0%
94 TSCO TRACTOR SUPPLY CO Consumer Cyclical 19,088.0 $603K 0.04% -1K -6.3% $31.61 +12.1%
95 SCHP SCHWAB STRATEGIC TR 20,865.0 $553K 0.04% -17K -44.7% $26.50 -1.7%
96 RNW RENEW ENERGY GLOBAL PLC Utilities 80,436.0 $503K 0.03% -12K -13.1% $6.25 +8.8%
97 CENCORA INC 1,691.0 $479K 0.03% -1K -38.0% $282.98
98 ITRN ITURAN LOCATION AND CONTROL Technology 6,553.0 $400K 0.03% -1K -17.6% $61.01 -16.7%
99 NRGV ENERGY VAULT HOLDINGS INC Utilities 18,174.0 $86K 0.01% -5K -20.3% $4.71 -18.0%
100 PLUG PLUG POWER INC Industrials 23,434.0 $64K 0.00% -11K -32.6% $2.71 -17.0%
Page 5 of 5  ·  100 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%