Holdings of IEQ CAPITAL, LLC
1655 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 27.5 % of the equity sleeve
Sector breakdown
- Technology 20.3 %
- Communication 11.5 %
- Financials 6.9 %
- Industrials 6.0 %
- Consumer discretionary 6.0 %
- Health care 4.9 %
- Funds 4.1 %
- Consumer staples 2.1 %
- Energy 1.6 %
- Materials 1.4 %
- Utilities 1.2 %
- Real estate 0.3 %
- Unattributed 33.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.2 %
- TW 0.2 %
- GB 0.1 %
- NL 0.1 %
- KR 0.1 %
- JP 0.1 %
- KY 0.0 %
- IN 0.0 %
- ES 0.0 %
- AU 0.0 %
- BR 0.0 %
- DE 0.0 %
- Other countries 0.1 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|
| US | 1,551 | 20.4B $ | 99.22 % |
| TW | 3 | 31.8M $ | 0.15 % |
| GB | 17 | 27.8M $ | 0.14 % |
| NL | 5 | 19M $ | 0.09 % |
| KR | 8 | 13.6M $ | 0.07 % |
| JP | 6 | 13.5M $ | 0.07 % |
| KY | 8 | 7M $ | 0.03 % |
| IN | 5 | 6.5M $ | 0.03 % |
| ES | 3 | 6.4M $ | 0.03 % |
| AU | 2 | 6.1M $ | 0.03 % |
| BR | 14 | 5.8M $ | 0.03 % |
| DE | 1 | 3.5M $ | 0.02 % |
Positions
| Company | Shares | Value | Weight |
|---|
| ROBLOX Corp | 16,530,247 | 935M $ | |
| NVIDIA Corp | 4,914,315 | 857.1M $ | |
| Apple Inc | 2,695,851 | 684.2M $ | |
| State Street SPDR S&P 500 ETF Trust | 863,032 | 561.3M $ | |
| Meta Platforms Inc | 942,471 | 539.2M $ | |
| Microsoft Corp | 1,291,717 | 478.2M $ | |
| SPDR Series Trust | 4,777,199 | 437.8M $ | |
| Amazon.com Inc | 1,906,148 | 397M $ | |
| Vanguard Total Stock Market ETF | 1,218,091 | 390.8M $ | |
| Alphabet Inc | 1,330,735 | 382.7M $ | |
| Vanguard S&P 500 ETF | 524,192 | 313.2M $ | |
| Alphabet Inc | 1,026,759 | 294.5M $ | |
| Invesco QQQ Trust Series 1 | 449,174 | 259.3M $ | |
| Broadcom Inc | 830,351 | 257M $ | |
| Crowdstrike Holdings Inc | 631,133 | 246.4M $ | |
| Ishares S&p 100 Etf | 715,414 | 227.6M $ | |
| Goldman Sachs Group Inc/The | 263,789 | 223.2M $ | |
| iShares Russell 1000 Growth ETF | 515,341 | 219.7M $ | |
| iShares Trust | 515,288 | 183.7M $ | |
| Snowflake Inc | 1,167,780 | 176.1M $ | |
| Tesla Inc | 434,935 | 161.7M $ | |
| Berkshire Hathaway Inc | 303,035 | 145.2M $ | |
| Quanta Services Inc | 242,282 | 133M $ | |
| Comfort Systems USA Inc | 89,865 | 123.9M $ | |
| iShares Core S&P 500 ETF | 187,959 | 122.8M $ | |
| Costco Wholesale Corp | 119,168 | 118.7M $ | |
| JPMorgan Chase & Co | 394,889 | 116.2M $ | |
| Walmart Inc | 928,637 | 115.4M $ | |
| Merck & Co Inc | 941,353 | 113.2M $ | |
| Salesforce Inc | 576,672 | 107.6M $ | |
| iShares Trust | 770,683 | 106.6M $ | |
| Bristol-Myers Squibb Co | 1,721,625 | 104.4M $ | |
| Micron Technology Inc | 305,467 | 103.2M $ | |
| Eli Lilly & Co | 111,049 | 102.1M $ | |
| Neurocrine Biosciences Inc | 765,982 | 100.9M $ | |
| PG&E Corp | 5,708,926 | 100.3M $ | |
| Edison International | 1,347,064 | 98.6M $ | |
| Arista Networks Inc | 753,762 | 92.5M $ | |
| DraftKings Inc | 4,110,545 | 88.9M $ | |
| GE Vernova Inc | 100,302 | 87.6M $ | |
| Johnson & Johnson | 347,966 | 85.1M $ | |
| VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF | 374,469 | 80.5M $ | |
| General Electric Co | 281,023 | 79.7M $ | |
| Airbnb Inc | 630,080 | 79.6M $ | |
| Palantir Technologies Inc | 541,408 | 79.2M $ | |
| iShares Core S&P Small-Cap ETF | 627,789 | 78M $ | |
| General Motors Co | 1,023,571 | 76.3M $ | |
| FedEx Corp | 209,793 | 74.7M $ | |
| Western Digital Corp | 276,112 | 74.7M $ | |
| Vanguard Total International S | 966,621 | 74.5M $ | |
| Intel Corp | 1,629,988 | 71.9M $ | |
| Upbound Group Inc | 3,903,686 | 70.5M $ | |
| INVESCO EXCHANGE-TRADED FUND TRUST II | 291,465 | 69.3M $ | |
| Exxon Mobil Corp | 402,668 | 68.3M $ | |
| Lam Research Corp | 318,279 | 68M $ | |
| AppLovin Corp | 169,564 | 67.5M $ | |
| Centene Corp | 2,028,726 | 66.4M $ | |
| JB Hunt Transport Services Inc | 312,419 | 66.2M $ | |
| Visa Inc | 217,643 | 65.8M $ | |
| iShares Russell 3000 ETF | 174,759 | 64.8M $ | |
| PepsiCo Inc | 415,088 | 64.5M $ | |
| Ishares Gold Trust | 714,596 | 63M $ | |
| Regeneron Pharmaceuticals, Inc. | 78,302 | 60.5M $ | |
| SPDR Gold Shares | 137,200 | 59M $ | |
| Netflix Inc | 606,784 | 58.3M $ | |
| Amphenol Corp | 458,641 | 57.9M $ | |
| Sandisk Corp/DE | 87,530 | 55.6M $ | |
| Lockheed Martin Corp | 91,531 | 55.3M $ | |
| Newmont Corp | 510,676 | 55.3M $ | |
| TJX Cos Inc/The | 338,996 | 54.1M $ | |
| Vertiv Holdings Co | 212,189 | 53.2M $ | |
| Freeport-McMoRan Inc | 890,369 | 52.3M $ | |
| Booking Holdings Inc | 12,424 | 52.3M $ | |
| ServiceNow Inc | 495,857 | 51.8M $ | |
| Phillips 66 | 277,608 | 50.6M $ | |
| PNC Financial Services Group Inc/The | 239,501 | 49.8M $ | |
| Teradyne Inc | 164,535 | 48.8M $ | |
| Mastercard Inc | 96,764 | 48.3M $ | |
| Delta Air Lines Inc | 726,978 | 48.3M $ | |
| Coinbase Global Inc | 273,417 | 47.7M $ | |
| Vanguard Large-Cap ETF | 158,165 | 47.3M $ | |
| Citigroup Inc | 415,190 | 47.1M $ | |
| Incyte Corp | 498,835 | 47M $ | |
| General Dynamics Corp | 132,807 | 45.6M $ | |
| Datadog Inc | 377,044 | 44.5M $ | |
| Dollar General Corp | 370,033 | 43.9M $ | |
| Fortinet Inc | 535,160 | 43.7M $ | |
| Expedia Group Inc | 188,250 | 43.5M $ | |
| Chime Financial Inc | 2,316,614 | 43.4M $ | |
| iShares MSCI EAFE ETF | 443,524 | 43.1M $ | |
| Illumina Inc | 348,916 | 43M $ | |
| Robinhood Markets Inc | 610,019 | 42.3M $ | |
| Tapestry Inc | 295,788 | 41.7M $ | |
| Danaher Corp | 213,543 | 40.5M $ | |
| Blackstone Inc | 347,248 | 39.9M $ | |
| Vanguard Growth ETF | 91,230 | 39.8M $ | |
| S&P Global Inc | 92,934 | 39.5M $ | |
| Chevron Corp | 190,738 | 39.5M $ | |
| UnitedHealth Group Inc | 144,823 | 39.2M $ | |
| Uber Technologies Inc | 539,419 | 38.8M $ | |