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Portfolio (Quarterly) Guide ↗

EQ LLC

· CIK 0001757605
13F Portfolio $407M AUM 87 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 19 Added 42 Reduced 1 Exited
Page 4 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMZN AMAZON COM INC Consumer Cyclical 1,771.0 $422K 0.10% +418.0 +30.9% $238.31 +7.6%
62 MPWR MONOLITHIC PWR SYS INC Technology 299.0 $414K 0.10% $1384.53 -5.0%
63 USMV ISHARES TR 4,267.0 $412K 0.10% -750.0 -14.9% $96.45 +5.7%
64 FIXD FIRST TR EXCHNG TRADED FD VI 9,276.0 $405K 0.10% +678.0 +7.9% $43.61 -1.4%
65 CGXU CAPITAL GROUP INTL FOCUS EQT 10,732.0 $372K 0.09% -114.0 -1.1% $34.62 +1.8%
66 IGM ISHARES TR 2,234.0 $365K 0.09% $163.60 -1.3%
67 BOND PIMCO ETF TR 3,791.0 $350K 0.09% +310.0 +8.9% $92.21 -1.3%
68 ARKF ARK ETF TR 8,564.0 $338K 0.08% $39.46 +19.7%
69 XT ISHARES TR 3,974.0 $328K 0.08% -604.0 -13.2% $82.64 +0.9%
70 SUSC ISHARES TR 14,111.0 $327K 0.08% -9K -39.3% $23.15 -1.5%
71 APH AMPHENOL CORP Technology 1,644.0 $290K 0.07% NEW $176.33 -8.7%
72 EVUS ISHARES TR 8,190.0 $288K 0.07% -636.0 -7.2% $35.11 +6.3%
73 VWO VANGUARD INTL EQUITY INDEX F 4,736.0 $283K 0.07% $59.69 +2.1%
74 ASML ASML HLDG NV Technology 141.0 $281K 0.07% NEW $1989.44 -13.1%
75 HYG ISHARES TR 3,437.0 $275K 0.07% $79.97 -0.0%
76 XYLD GLOBAL X FDS 6,263.0 $255K 0.06% $40.79 +1.8%
77 VXF VANGUARD INDEX FDS 993.0 $244K 0.06% $246.12 -0.1%
78 MBB ISHARES TR 2,531.0 $239K 0.06% -252.0 -9.1% $94.54 -1.0%
79 IYE ISHARES TR 4,095.0 $232K 0.06% -367.0 -8.2% $56.59 +15.8%
80 VONV VANGUARD SCOTTSDALE FDS 2,145.0 $228K 0.06% $106.31 +6.5%
Page 4 of 5  ·  87 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
Financial Services 54.7%
Technology 41.4%
Consumer Cyclical 3.8%