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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 14 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 XLP SELECT SECTOR SPDR TR 4,452.0 $370K 0.02% NEW $83.07 +3.3%
262 KLAC KLA CORP Technology 1,160.0 $350K 0.02% NEW $301.71 -35.4%
263 TTC TORO CO Industrials 3,476.0 $339K 0.02% NEW $97.42 -0.8%
264 MTB M & T BK CORP Financial Services 1,366.0 $325K 0.02% NEW $238.01 +5.5%
265 XLV SELECT SECTOR SPDR TR 1,974.0 $313K 0.02% +573.0 +40.9% $158.66 +7.0%
266 MA MASTERCARD INCORPORATED Financial Services 586.0 $301K 0.02% +42.0 +7.7% $513.60 +11.9%
267 QSI QUANTUM SI INC Healthcare 321,134.0 $284K 0.02% +67K +26.5% $0.89 -17.6%
268 XLU SELECT SECTOR SPDR TR 6,247.0 $283K 0.02% NEW $45.34 -2.1%
269 EWH ISHARES INC 13,293.0 $278K 0.02% $20.92 +7.8%
270 UFPI UFP INDUSTRIES INC Basic Materials 3,023.0 $274K 0.02% NEW $90.74 -3.1%
271 ALG ALAMO GROUP INC Industrials 1,635.0 $269K 0.02% NEW $164.49 -2.8%
272 CLX CLOROX CO DEL Consumer Defensive 2,763.0 $264K 0.02% NEW $95.44 +11.8%
273 AMAT APPLIED MATLS INC Technology 356.0 $257K 0.02% NEW $723.00 -29.5%
274 OMC OMNICOM GROUP INC Communication Services 3,427.0 $250K 0.02% +548.0 +19.0% $72.83 +19.8%
275 INGR INGREDION INC Consumer Defensive 2,538.0 $240K 0.01% NEW $94.71 +11.5%
276 MCHI ISHARES TR 4,556.0 $232K 0.01% NEW $51.02 +7.6%
277 FDS FACTSET RESH SYS INC Financial Services 978.0 $225K 0.01% NEW $230.08 +25.8%
278 BDX BECTON DICKINSON & CO Healthcare 1,429.0 $216K 0.01% NEW $151.33 +20.0%
279 SMURFIT WESTROCK P 4,668.0 $216K 0.01% NEW $46.26
280 LRCX LAM RESEARCH CORP Technology 469.0 $203K 0.01% NEW $433.33 -25.1%
Page 14 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%