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CIK: 0001620943
Total reported value
$1.6B
$1.6B
305 檔
8.3%
In Q1 2025, Iq Eq Fund Management's U.S. equity holdings reached a combined market value of $1.6B, distributed across 305 disclosed stock positions.
In Q1 2025, Iq Eq Fund Management displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, TSM, JPM) accounted for 8.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $41.4M
Showing top 200 holdings (of 305 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.88% | -0.35% | +4.37% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.84% | +0.35% | +1.31% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.78% | -0.12% | -0.96% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.55% | -0.04% | +8.75% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.29% | -0.15% | +8.87% | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.93% | -0.16% | +4.27% | |
| 7 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.62% | -0.14% | +9.78% | |
| 8 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.57% | -0.16% | +3.19% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.46% | +0.04% | -2.19% | |
| 10 | MET | Metlife Inc | Stock-Financials | 1.41% | +0.05% | -1.19% | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 1.39% | +0.19% | +3.01% | |
| 12 | WM | Waste Management Inc | Stock-Industrials | 1.39% | -0.10% | -7.78% | |
| 13 | DE | Deere & Co | Stock-Industrials | 1.24% | -0.08% | +2.25% | |
| 14 | AXP | American Express Co | Stock-Financials | 1.22% | -0.04% | -1.59% | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 1.22% | -0.02% | -0.44% | |
| 16 | IBM | Intl Business Machines CORP | Stock-Tech | 1.16% | -0.01% | — | |
| 17 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.06% | +0.12% | +6.78% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.03% | -0.10% | +3.35% | |
| 19 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.03% | +0.08% | -6.50% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.01% | -0.07% | +137.99% | |
| 21 | ACN | Accenture plc | Stock-Tech | 0.97% | -0.17% | +7.34% | |
| 22 | PPG | Ppg Industries Inc | Stock-Materials | 0.89% | +0.02% | +10.33% | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.88% | +0.03% | — | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.86% | +0.17% | -1.37% | |
| 25 | VRSN | Verisign Inc | Stock-Tech | 0.85% | -0.10% | -2.98% | |
| 26 | MDT | Medtronic plc | Stock-Healthcare | 0.84% | -0.02% | — | |
| 27 | HON | Honeywell International Inc | Stock-Industrials | 0.84% | -0.68% | EXIT | |
| 28 | CMI | Cummins Inc | Stock-Industrials | 0.80% | -0.09% | -2.52% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.79% | -0.10% | -2.09% | |
| 30 | OKTA | Okta Inc | Stock-Tech | 0.79% | +0.02% | -2.98% | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 0.79% | -0.07% | +24.13% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.78% | -0.01% | -1.31% | |
| 33 | SYK | Stryker CORP | Stock-Healthcare | 0.78% | +0.07% | — | |
| 34 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.77% | +0.29% | +6.51% | |
| 35 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.76% | -0.06% | +4.86% | |
| 36 | ADP | Automatic Data Processing | Stock-Tech | 0.76% | +0.04% | -4.89% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.76% | -0.06% | +21.34% | |
| 38 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.75% | -0.15% | — | |
| 39 | GD | General Dynamics CORP | Stock-Industrials | 0.75% | -0.09% | +25.00% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | -0.03% | -0.40% | |
| 41 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.73% | -0.02% | -3.78% | |
| 42 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.72% | +0.08% | -2.99% | |
| 43 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.71% | +0.12% | +12.18% | |
| 44 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.68% | -0.54% | +14.89% | |
| 45 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.68% | -0.01% | +10.98% | |
| 46 | BX | Blackstone Inc | Stock-Financials | 0.68% | -0.02% | — | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.66% | -0.23% | +15.63% | |
| 48 | ETN | Eaton Corporation plc | Stock-Industrials | 0.65% | -0.02% | -1.59% | |
| 49 | GLW | Corning Inc | Stock-Tech | 0.63% | -0.15% | -2.13% | |
| 50 | FTNT | Fortinet Inc | Stock-Tech | 0.63% | -0.01% | -2.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 3 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 4 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 5 | AAPL | Apple Inc | — | NEW | New buy |
| 6 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 7 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 8 | PEP | Pepsico Inc | — | NEW | New buy |
| 9 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 10 | MET | Metlife Inc | — | NEW | New buy |
| 11 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 12 | WM | Waste Management Inc | — | NEW | New buy |
| 13 | DE | Deere & Co | — | NEW | New buy |
| 14 | AXP | American Express Co | — | NEW | New buy |
| 15 | ORCL | Oracle CORP | — | NEW | New buy |
| 16 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 17 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 18 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 19 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 20 | TSLA | Tesla Inc | — | NEW | New buy |
| 21 | ACN | Accenture plc | — | NEW | New buy |
| 22 | PPG | Ppg Industries Inc | — | NEW | New buy |
| 23 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 24 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 25 | VRSN | Verisign Inc | — | NEW | New buy |
| 26 | MDT | Medtronic plc | — | NEW | New buy |
| 27 | HON | Honeywell International Inc | — | NEW | New buy |
| 28 | CMI | Cummins Inc | — | NEW | New buy |
| 29 | AVGO | Broadcom Inc | — | NEW | New buy |
| 30 | OKTA | Okta Inc | — | NEW | New buy |
| 31 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 32 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 33 | SYK | Stryker CORP | — | NEW | New buy |
| 34 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 35 | NET | Cloudflare Inc - Class A | — | NEW | New buy |
| 36 | ADP | Automatic Data Processing | — | NEW | New buy |
| 37 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 38 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 39 | GD | General Dynamics CORP | — | NEW | New buy |
| 40 | HD | Home Depot Inc | — | NEW | New buy |
| 41 | PEG | Public Service Enterprise Gp | — | NEW | New buy |
| 42 | CHKP | Check Point Software Technologies Ltd. | — | NEW | New buy |
| 43 | NXPI | NXP Semiconductors N.V. | — | NEW | New buy |
| 44 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 45 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 46 | BX | Blackstone Inc | — | NEW | New buy |
| 47 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 48 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 49 | GLW | Corning Inc | — | NEW | New buy |
| 50 | FTNT | Fortinet Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Iq Eq Fund Management reported a total U.S. public equity portfolio value of $1.6B across 305 disclosed positions in Q1 2025.
During Q1 2025, Iq Eq Fund Management's top holdings by market value included MSFT (4.9%)、TSM (2.8%)、JPM (2.8%). The largest single position, MSFT, represented 4.9% of total portfolio value.
In Q1 2025, Iq Eq Fund Management made 200 total portfolio adjustments, initiating 200 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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