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Portfolio (Quarterly) Guide ↗

IQ EQ FUND MANAGEMENT (IRELAND) Ltd

· CIK 0001620943
13F Portfolio $1.4B AUM 296 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 18 New 137 Added 110 Reduced 37 Exited
Page 4 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BBY BEST BUY INC Consumer Cyclical 22,412.0 $1.5M 0.10% -28K -55.4% $66.93 -7.9%
62 WTS WATTS WATER TECHNOLOGIES INC Industrials 5,231.0 $1.4M 0.10% -193.0 -3.6% $276.02 +9.6%
63 CMC COMMERCIAL METALS CO Basic Materials 20,854.0 $1.4M 0.10% -5K -19.4% $69.22 +3.9%
64 OC OWENS CORNING NEW Industrials 12,874.0 $1.4M 0.10% -2K -14.8% $111.91 +4.9%
65 TEX TEREX CORP NEW Industrials 26,550.0 $1.4M 0.10% -234.0 -0.9% $53.38 +8.2%
66 VMI VALMONT INDS INC Industrials 3,510.0 $1.4M 0.10% -423.0 -10.8% $402.32 +27.6%
67 DAR DARLING INGREDIENTS INC Consumer Defensive 38,722.0 $1.4M 0.10% -4K -10.4% $36.00 +62.8%
68 CVGW CALAVO GROWERS INC Consumer Defensive 63,908.0 $1.4M 0.10% -8K -10.8% $21.75 +21.6%
69 RTX RTX CORPORATION Industrials 7,527.0 $1.4M 0.10% -11K -59.3% $183.40 -3.5%
70 STLD STEEL DYNAMICS INC Basic Materials 8,135.0 $1.4M 0.10% -1K -14.2% $169.45 +41.7%
71 BMI BADGER METER INC Technology 7,868.0 $1.4M 0.10% -2K -21.3% $174.41 -27.8%
72 TJX TJX COS INC NEW Consumer Cyclical 8,930.0 $1.4M 0.10% -220.0 -2.4% $153.61 +3.0%
73 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 28,677.0 $1.3M 0.09% -6K -17.3% $46.49 +3.2%
74 HUBB HUBBELL INC Industrials 2,990.0 $1.3M 0.09% -215.0 -6.7% $444.11 +7.0%
75 KAI KADANT INC Industrials 4,634.0 $1.3M 0.09% -387.0 -7.7% $285.02 +12.1%
76 INTC INTEL CORP Technology 34,608.0 $1.3M 0.09% -34K -49.4% $36.90 +224.8%
77 MKC MCCORMICK & CO INC Consumer Defensive 18,704.0 $1.3M 0.09% -2K -10.8% $68.11 -29.8%
78 PNR PENTAIR PLC Industrials 11,879.0 $1.2M 0.09% -134.0 -1.1% $104.14 -28.2%
79 IONS IONIS PHARMACEUTICALS INC Healthcare 15,168.0 $1.2M 0.08% -116.0 -0.8% $79.11 -4.5%
80 PWR QUANTA SVCS INC Industrials 2,820.0 $1.2M 0.08% -507.0 -15.2% $422.06 +71.4%
Page 4 of 6  ·  110 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 15.1%
Industrials 13.6%
Consumer Cyclical 9.9%
Financial Services 9.8%
Communication Services 8.2%
Consumer Defensive 2.8%
Basic Materials 1.4%
Real Estate 1.1%
Utilities 0.9%