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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 11 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PNR PENTAIR PLC Industrials 16,629.0 $1.3M 0.08% +5K +40.0% $76.66 -17.1%
202 RSG REPUBLIC SVCS INC Industrials 5,960.0 $1.3M 0.08% -5K -45.3% $213.08 +1.8%
203 VRSK VERISK ANALYTICS INC Industrials 7,066.0 $1.3M 0.08% +933.0 +15.2% $179.53 -0.4%
204 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 4,131.0 $1.3M 0.08% +368.0 +9.8% $306.70 -15.3%
205 VMI VALMONT INDS INC Industrials 2,190.0 $1.3M 0.08% -1K -37.6% $577.60 -15.6%
206 ACM AECOM Industrials 18,060.0 $1.3M 0.08% +5K +35.4% $69.80 -11.6%
207 IONS IONIS PHARMACEUTICALS INC Healthcare 15,819.0 $1.3M 0.08% +651.0 +4.3% $79.29 -24.8%
208 RYN RAYONIER INC Real Estate 58,900.0 $1.3M 0.08% NEW $21.28 -2.4%
209 SUNB SUNBELT RENTALS HOLDINGS Financial Services 16,731.0 $1.3M 0.08% NEW $74.81 +5.3%
210 ADSK AUTODESK INC Technology 6,217.0 $1.2M 0.08% +1K +25.9% $194.42 +26.9%
211 VTR VENTAS INC Real Estate 13,580.0 $1.2M 0.08% +560.0 +4.3% $88.80 +2.7%
212 HTO H2O AMERICA Utilities 19,727.0 $1.2M 0.08% -1K -6.0% $60.77 +4.2%
213 FSLR FIRST SOLAR INC Energy 5,071.0 $1.2M 0.08% NEW $235.96 -6.8%
214 DAR DARLING INGREDIENTS INC Consumer Defensive 21,892.0 $1.2M 0.08% -17K -43.5% $54.62 +25.1%
215 NEOG NEOGEN CORP Healthcare 131,123.0 $1.2M 0.07% -182K -58.2% $8.99 +28.7%
216 LUNR INTUITIVE MACHINES INC Industrials 54,876.0 $1.2M 0.07% NEW $21.39 -9.7%
217 MEG ONTERRIS INC Industrials 57,781.0 $1.2M 0.07% +8K +16.9% $20.21 -17.8%
218 CMC COMMERCIAL METALS CO Basic Materials 17,837.0 $1.1M 0.07% -3K -14.5% $62.75 +13.1%
219 KAI KADANT INC Industrials 3,409.0 $1.1M 0.07% -1K -26.4% $314.23 -1.5%
220 SJNK SPDR SER TR 42,483.0 $1.1M 0.07% +20K +92.6% $25.03 -0.8%
Page 11 of 15  ·  289 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%