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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 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GS GOLDMAN SACHS GROUP INC Financial Services 11,700.0 $10.3M 0.71% $879.00 +12.4%
42 DIS DISNEY WALT CO Communication Services 88,250.0 $10.0M 0.69% +9K +11.1% $113.77 -9.0%
43 MET METLIFE INC Financial Services 126,699.0 $10.0M 0.69% -28K -17.9% $78.94 +6.8%
44 BLOCK INC 153,541.0 $10.0M 0.69% +35K +29.3% $65.09
45 RXRX RECURSION PHARMACEUTICALS IN Healthcare 2,404,118.0 $9.8M 0.68% +629K +35.4% $4.09 -27.6%
46 MCD MCDONALDS CORP Consumer Cyclical 31,860.0 $9.7M 0.67% $305.63 -7.0%
47 ILMN ILLUMINA INC Healthcare 72,574.0 $9.5M 0.66% +16K +29.2% $131.16 +10.4%
48 SYK STRYKER CORPORATION Healthcare 26,344.0 $9.3M 0.64% +6K +28.5% $351.47 -8.5%
49 CRCL CIRCLE INTERNET GROUP INC Financial Services 115,350.0 $9.1M 0.63% +74K +176.8% $79.30 +44.9%
50 UPS UNITED PARCEL SERVICE INC Industrials 91,120.0 $9.0M 0.62% -16K -14.6% $99.19 -0.3%
51 GD GENERAL DYNAMICS CORP Industrials 26,810.0 $9.0M 0.62% $336.66 +0.6%
52 LMT LOCKHEED MARTIN CORP Industrials 18,520.0 $9.0M 0.62% +1K +8.0% $483.67 +8.1%
53 MDT MEDTRONIC PLC Healthcare 92,269.0 $8.9M 0.61% $96.06 -18.6%
54 MDLZ MONDELEZ INTL INC Consumer Defensive 164,072.0 $8.8M 0.61% -3K -1.8% $53.83 +14.2%
55 UNH UNITEDHEALTH GROUP INC Healthcare 26,589.0 $8.8M 0.61% +5K +21.9% $330.11 +16.1%
56 LOW LOWES COS INC Consumer Cyclical 34,378.0 $8.3M 0.57% $241.16 -9.9%
57 RBRK RUBRIK INC Technology 103,584.0 $7.9M 0.55% +47K +84.0% $76.48 -12.5%
58 BIDU BAIDU INC Communication Services 59,462.0 $7.8M 0.54% NEW $130.66 +0.4%
59 AVAV AEROVIRONMENT INC Industrials 31,479.0 $7.6M 0.53% +3K +10.4% $241.89 -32.6%
60 HON HONEYWELL INTL INC COM Industrials 38,704.0 $7.6M 0.52% +283.0 +0.7% $195.09 +14.7%
Page 3 of 15  ·  296 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%