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CIK: 0001620943
Total reported value
$1.6B
$1.6B
324 檔
8.5%
As reported in its official Q3 2024 Form 13F filing, Iq Eq Fund Management's tracked investment portfolio stood at $1.6B with 324 total positions.
During Q3 2024, Iq Eq Fund Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, TSM, JPM) accounted for 8.5% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 324 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.76% | -0.35% | +10.87% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.77% | +0.35% | +7.05% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.26% | -0.12% | -2.59% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.16% | -0.04% | +20.96% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.94% | -0.15% | +2.66% | |
| 6 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.73% | -0.14% | +5.79% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.63% | -0.16% | +4.49% | |
| 8 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.58% | -0.16% | +3.85% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 1.53% | -0.02% | -1.45% | |
| 10 | WM | Waste Management Inc | Stock-Industrials | 1.42% | -0.10% | +7.73% | |
| 11 | MET | Metlife Inc | Stock-Financials | 1.30% | +0.05% | +2.99% | |
| 12 | AXP | American Express Co | Stock-Financials | 1.28% | -0.04% | -4.14% | |
| 13 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.10% | +0.12% | +15.24% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.10% | +0.04% | +5.84% | |
| 15 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.06% | +0.08% | +1.96% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 1.04% | +0.19% | +0.83% | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.00% | +0.03% | — | |
| 18 | IBM | Intl Business Machines CORP | Stock-Tech | 0.96% | -0.01% | — | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.93% | +0.17% | -0.29% | |
| 20 | ETN | Eaton Corporation plc | Stock-Industrials | 0.91% | -0.02% | -0.37% | |
| 21 | ACN | Accenture plc | Stock-Tech | 0.91% | -0.17% | -0.61% | |
| 22 | DE | Deere & Co | Stock-Industrials | 0.91% | -0.08% | -6.52% | |
| 23 | PPG | Ppg Industries Inc | Stock-Materials | 0.89% | +0.02% | +8.96% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.81% | -0.10% | — | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.81% | -0.03% | +12.02% | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 0.80% | +0.07% | — | |
| 27 | CMI | Cummins Inc | Stock-Industrials | 0.80% | -0.09% | +3.39% | |
| 28 | S | Sentinelone Inc -class A | Stock-Tech | 0.79% | — | -7.18% | |
| 29 | PFE | Pfizer Inc | Stock-Healthcare | 0.77% | -0.01% | +10.29% | |
| 30 | BX | Blackstone Inc | Stock-Financials | 0.77% | -0.02% | — | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | -0.10% | +926.70% | |
| 32 | FTNT | Fortinet Inc | Stock-Tech | 0.75% | -0.01% | -7.59% | |
| 33 | MDT | Medtronic plc | Stock-Healthcare | 0.75% | -0.02% | — | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.74% | -0.01% | +2.34% | |
| 35 | HON | Honeywell International Inc | Stock-Industrials | 0.72% | -0.68% | EXIT | |
| 36 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.72% | -0.02% | +5.65% | |
| 37 | ADP | Automatic Data Processing | Stock-Tech | 0.71% | +0.04% | +11.36% | |
| 38 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.69% | -0.15% | — | |
| 39 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.66% | -0.06% | -6.13% | |
| 40 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.66% | -0.23% | — | |
| 41 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.63% | +0.12% | — | |
| 42 | GEN | Gen Digital Inc | Stock-Tech | 0.63% | +0.05% | -7.18% | |
| 43 | RPD | Rapid7 Inc | Stock-Other | 0.60% | +0.17% | -7.18% | |
| 44 | VRSN | Verisign Inc | Stock-Tech | 0.60% | -0.10% | -7.18% | |
| 45 | GLW | Corning Inc | Stock-Tech | 0.59% | -0.15% | +5.42% | |
| 46 | VRNS | Varonis Systems Inc | Stock-Tech | 0.59% | +0.19% | -7.18% | |
| 47 | GD | General Dynamics CORP | Stock-Industrials | 0.59% | -0.09% | — | |
| 48 | IFF | Intl Flavors & Fragrances | Stock-Materials | 0.58% | -0.04% | -15.72% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.58% | -0.06% | — | |
| 50 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.54% | +0.08% | -7.18% |
According to official SEC Form 13F filings, Iq Eq Fund Management reported a total U.S. public equity portfolio value of $1.6B across 324 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q3 2024, Iq Eq Fund Management's top holdings by market value included MSFT (4.8%)、TSM (2.8%)、JPM (2.3%). The largest single position, MSFT, represented 4.8% of total portfolio value.
In Q3 2024, Iq Eq Fund Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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