13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001620943
Total reported value
$1.6B
$1.6B
298 檔
9.0%
The Q4 2024 SEC filing reveals that Iq Eq Fund Management held a total portfolio value of $1.6B, covering 298 public equity positions.
During Q4 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, GOOGL) accounted for 9.0% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 298 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.26% | -0.35% | -0.51% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.35% | +0.35% | -6.16% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.88% | -0.04% | +2.92% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.75% | -0.12% | -5.62% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.38% | -0.15% | +0.58% | |
| 6 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.65% | -0.14% | -4.33% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.62% | -0.16% | -1.99% | |
| 8 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.55% | -0.16% | -2.96% | |
| 9 | MET | Metlife Inc | Stock-Financials | 1.46% | +0.05% | +0.19% | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 1.46% | -0.02% | -14.19% | |
| 11 | AXP | American Express Co | Stock-Financials | 1.38% | -0.04% | -13.32% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.36% | +0.04% | -5.44% | |
| 13 | WM | Waste Management Inc | Stock-Industrials | 1.32% | -0.10% | -15.69% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 1.30% | +0.19% | -1.03% | |
| 15 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.14% | +0.12% | -1.22% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.13% | -0.10% | -2.47% | |
| 17 | DE | Deere & Co | Stock-Industrials | 1.09% | -0.08% | +4.97% | |
| 18 | IBM | Intl Business Machines CORP | Stock-Tech | 1.03% | -0.01% | -4.79% | |
| 19 | ACN | Accenture plc | Stock-Tech | 1.02% | -0.17% | -0.29% | |
| 20 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.97% | +0.08% | -0.21% | |
| 21 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.93% | +0.03% | -9.85% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.93% | -0.10% | +5.84% | |
| 23 | CMI | Cummins Inc | Stock-Industrials | 0.91% | -0.09% | -5.94% | |
| 24 | HON | Honeywell International Inc | Stock-Industrials | 0.90% | -0.68% | EXIT | |
| 25 | PPG | Ppg Industries Inc | Stock-Materials | 0.88% | +0.02% | -2.84% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.85% | +0.17% | -7.33% | |
| 27 | BX | Blackstone Inc | Stock-Financials | 0.84% | -0.02% | -14.86% | |
| 28 | PFE | Pfizer Inc | Stock-Healthcare | 0.81% | -0.01% | +0.72% | |
| 29 | ETN | Eaton Corporation plc | Stock-Industrials | 0.81% | -0.02% | -22.15% | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.79% | -0.15% | -12.69% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.79% | -0.03% | -10.45% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.78% | -0.01% | -4.75% | |
| 33 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.78% | -0.02% | +0.29% | |
| 34 | ADP | Automatic Data Processing | Stock-Tech | 0.77% | +0.04% | -9.67% | |
| 35 | SYK | Stryker CORP | Stock-Healthcare | 0.75% | +0.07% | -16.89% | |
| 36 | MDT | Medtronic plc | Stock-Healthcare | 0.75% | -0.02% | — | |
| 37 | VRSN | Verisign Inc | Stock-Tech | 0.71% | -0.10% | -3.20% | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.71% | -0.06% | -6.77% | |
| 39 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.70% | +0.29% | +6.52% | |
| 40 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.70% | +0.12% | +11.81% | |
| 41 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.70% | -0.06% | -30.45% | |
| 42 | GLW | Corning Inc | Stock-Tech | 0.67% | -0.15% | -4.33% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.66% | -0.07% | +1.10% | |
| 44 | FTNT | Fortinet Inc | Stock-Tech | 0.64% | -0.01% | -37.88% | |
| 45 | QCOM | Qualcomm Inc | Stock-Tech | 0.64% | -0.07% | +16.72% | |
| 46 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 0.63% | — | -9.32% | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.62% | -0.23% | — | |
| 48 | OKTA | Okta Inc | Stock-Tech | 0.61% | +0.02% | +5.70% | |
| 49 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.61% | +0.08% | +2.26% | |
| 50 | RPD | Rapid7 Inc | Stock-Other | 0.61% | +0.17% | -11.25% |
According to official SEC Form 13F filings, Iq Eq Fund Management reported a total U.S. public equity portfolio value of $1.6B across 298 disclosed positions in Q4 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 Q4 2024, Iq Eq Fund Management's top holdings by market value included MSFT (5.3%)、TSM (3.4%)、GOOGL (2.9%). The largest single position, MSFT, represented 5.3% of total portfolio value.
In Q4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.