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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 9 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 13,897.0 $1.7M 0.11% -2K -13.0% $123.29 +5.6%
162 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 160,230.0 $1.7M 0.11% +45K +38.8% $10.57 +3.8%
163 DOC HEALTHPEAK PROPERTIES INC Real Estate 78,140.0 $1.7M 0.11% +14K +22.3% $21.40 -4.5%
164 SOFI SOFI TECHNOLOGIES INC Financial Services 93,137.0 $1.7M 0.11% -11K -10.7% $17.93 -1.5%
165 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 77,265.0 $1.7M 0.11% +13K +20.2% $21.45 +14.5%
166 OI O-I GLASS INC Consumer Cyclical 172,050.0 $1.7M 0.11% -44K -20.2% $9.63 -34.0%
167 DOLE DOLE PLC Consumer Defensive 120,735.0 $1.7M 0.11% -64K -34.7% $13.72 -5.8%
168 WTS WATTS WATER TECHNOLOGIES INC Industrials 4,222.0 $1.7M 0.10% -1K -19.3% $391.45 -4.0%
169 CNH INDL N V 144,835.0 $1.6M 0.10% -54K -27.1% $11.23
170 PFE PFIZER INC Healthcare 66,669.0 $1.6M 0.10% +22K +50.4% $24.08 +13.2%
171 FMC FMC CORP Basic Materials 139,454.0 $1.6M 0.10% +67K +91.4% $11.50 -12.0%
172 BMI BADGER METER INC Technology 10,640.0 $1.6M 0.10% +3K +35.2% $148.38 -15.2%
173 EQIX EQUINIX INC Real Estate 1,505.0 $1.6M 0.10% -119.0 -7.3% $1042.39 +4.1%
174 BCPC BALCHEM CORP Basic Materials 9,213.0 $1.6M 0.10% -5K -34.8% $168.95 +4.8%
175 LNN LINDSAY CORP Industrials 12,461.0 $1.5M 0.10% -366.0 -2.9% $123.80 -9.7%
176 CARR CARRIER GLOBAL CORPORATION Industrials 20,506.0 $1.5M 0.10% NEW $73.35 -16.3%
177 TEX TEREX CORP NEW Industrials 20,622.0 $1.5M 0.10% -6K -22.3% $72.39 -11.0%
178 EMN EASTMAN CHEM CO Basic Materials 21,617.0 $1.4M 0.09% +11K +104.8% $66.98 +9.0%
179 TJX TJX COS INC NEW Consumer Cyclical 9,546.0 $1.4M 0.09% +616.0 +6.9% $151.50 -0.4%
180 ECL ECOLAB INC Basic Materials 5,176.0 $1.4M 0.09% +106.0 +2.1% $278.61 +0.5%
Page 9 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%