Ieq Capital, LLC Incresed Positions in Q1 2025

Ieq Capital, LLC

  • $12.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MCY
Mercury General Corp

Financial Services
13.7K
+ 78.59%
$47.18 - $65.75 $646K - $901K
31.1K $1.74M
O
Realty Income Corp

Real Estate
7.59K
+ 24.86%
$51.67 - $58.49 $392K - $444K
38.1K $2.21M
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
14.1K
+ 104.24%
$35.15 - $41.31 $494K - $581K
27.6K $1.07M
FRPT
Freshpet, Inc.

Consumer Defensive
9.76K
+ 268.61%
$83.17 - $162.59 $811K - $1.59M
13.4K $1.11M
VEEV
Veeva Systems Inc

Healthcare
1.06K
+ 6.98%
$210.58 - $246.8 $223K - $261K
16.2K $3.75M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
14.2K
+ 21.45%
$57.21 - $65.8 $812K - $934K
80.4K $4.69M
CF
Cf Industries Holdings, Inc.

Basic Materials
9.04K
+ 45.0%
$75.03 - $97.25 $678K - $879K
29.1K $2.28M
BBY
Best Buy CO Inc

Consumer Cyclical
15.3K
+ 32.17%
$70.3 - $91.1 $1.08M - $1.39M
62.9K $4.63M
XLC
Select Sector Spdr Tr Communic

ETFs
5.63K
+ 192.77%
$94.84 - $105.31 $534K - $593K
8.55K $824K
NXPI
Nxp Semiconductors N.V.

Technology
3.17K
+ 90.25%
$189.99 - $245.86 $603K - $780K
6.69K $1.27M
VO
Vanguard Mid Cap ETF

ETFs
2.27K
+ 22.4%
$251.87 - $277.95 $571K - $630K
12.4K $3.2M
TWST
Twist Bioscience Corp

Healthcare
24.8K
+ 40.01%
$36.71 - $54.07 $911K - $1.34M
86.9K $3.41M
POR
Portland General Electric CO

Utilities
11.6K
+ 151.86%
$40.56 - $45.24 $470K - $524K
19.2K $856K
ACMR
Acm Research, Inc.

Technology
17.9K
+ 166.66%
$15.41 - $29.98 $276K - $537K
28.7K $668K
TOL
Toll Brothers, Inc.

Consumer Cyclical
7.71K
+ 50.43%
$103.02 - $140.69 $794K - $1.08M
23K $2.43M
SFNC
Simmons First National Corp

Financial Services
25.8K
+ 156.93%
$19.68 - $23.3 $507K - $600K
42.2K $866K
DFS
Discover Financial Services

Financial Services
3.05K
+ 32.8%
$152.99 - $203.25 $467K - $621K
12.4K $2.11M
PPBI
Pacific Premier Bancorp Inc

Financial Services
83K
+ 23.5%
$21.05 - $26.35 $1.75M - $2.19M
436K $9.3M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
8.74K
+ 86.81%
$48.65 - $53.06 $425K - $464K
18.8K $976K
HSBC
Hsbc Holdings PLC

Financial Services
6.09K
+ 37.73%
$48.68 - $61.58 $296K - $375K
22.2K $1.28M
PCAR
Paccar Inc

Industrials
6.65K
+ 24.74%
$96.91 - $112.51 $645K - $749K
33.5K $3.27M
SONY
Sony Group Corp

Technology
12.9K
+ 39.43%
$19.88 - $25.64 $257K - $332K
45.8K $1.16M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
4.02K
+ 90.67%
$121.0 - $142.28 $487K - $573K
8.46K $1.05M
JEF
Jefferies Financial Group Inc.

Financial Services
10.1K
+ 278.87%
$52.22 - $81.31 $527K - $820K
13.7K $733K
EXAS
Exact Sciences Corp

Healthcare
18.3K
+ 67.77%
$43.04 - $58.51 $787K - $1.07M
45.3K $1.96M
BIIB
Biogen Inc.

Healthcare
10.2K
+ 17.12%
$133.43 - $153.27 $1.36M - $1.56M
69.7K $9.54M
AZN
Astrazeneca PLC

Healthcare
1.62K
+ 4.14%
$65.37 - $77.96 $106K - $126K
40.7K $2.99M
VTWO
Vanguard Russell 2000 ETF

ETFs
5.56K
+ 209.15%
$80.08 - $92.93 $445K - $516K
8.21K $662K
AVA
Avista Corp

Utilities
8.95K
+ 115.58%
$35.2 - $41.87 $315K - $375K
16.7K $699K
PRF
Invesco Exchange Traded Fd Tr

ETFs
9.88K
+ 4.67%
$39.4 - $42.61 $389K - $421K
222K $8.95M
IWR
Ishares Russell Mid Cap ETF

ETFs
7.83K
+ 10.22%
$82.81 - $92.93 $648K - $728K
84.4K $7.18M
MUR
Murphy Oil Corp

Energy
15K
+ 194.1%
$24.02 - $33.9 $359K - $507K
22.7K $643K
BRKL
Brookline Bancorp Inc

Financial Services
41.5K
+ 76.36%
$10.72 - $12.69 $445K - $527K
95.9K $1.05M
EVER
Ever Quote, Inc.

Communication Services
11.2K
+ 65.97%
$17.84 - $29.71 $201K - $334K
28.3K $741K
CWT
California Water Service Group

Utilities
7.96K
+ 178.26%
$41.88 - $48.46 $333K - $386K
12.4K $602K
CRS
Carpenter Technology Corp

Industrials
2.02K
+ 73.27%
$172.39 - $212.53 $349K - $430K
4.78K $866K
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.21K
+ 47.8%
$308.87 - $383.33 $372K - $462K
3.73K $1.22M
NVS
Novartis Ag

Healthcare
2.03K
+ 17.06%
$97.14 - $115.57 $197K - $234K
13.9K $1.55M
RAMP
Live Ramp Holdings, Inc.

Technology
16.8K
+ 156.07%
$25.18 - $35.61 $424K - $599K
27.6K $721K
VICI
Vici Properties Inc.

Real Estate
6.36K
+ 11.74%
$28.21 - $32.68 $179K - $208K
60.5K $1.97M
AGL
Agilon Health, Inc.

Healthcare
81.6K
+ 604.8%
$1.92 - $4.61 $157K - $376K
95.1K $411K
UHT
Universal Health Realty Income Trust

Real Estate
8.05K
+ 60.91%
$35.13 - $42.02 $283K - $338K
21.3K $871K
VIRT
Virtu Financial, Inc.

Financial Services
9.09K
+ 74.17%
$34.19 - $40.96 $311K - $372K
21.4K $813K
WPC
W. P. Carey Inc.

Real Estate
5.34K
+ 127.85%
$53.5 - $65.05 $285K - $347K
9.51K $600K
VHT
Vanguard Health Care ETF

ETFs
1.36K
+ 109.97%
$254.06 - $273.83 $345K - $372K
2.59K $685K
APPS
Digital Turbine, Inc.

Technology
122K
+ 373.55%
$1.7 - $6.52 $207K - $793K
154K $419K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.88K
+ 2.16%
$126.11 - $135.06 $237K - $254K
88.8K $11.4M
NKTR
Nektar Therapeutics

Healthcare
535K
+ 2435.36%
$0.66 - $1.19 $353K - $637K
557K $378K
INSW
International Seaways, Inc.

Energy
12K
+ 77.1%
$32.85 - $41.61 $395K - $500K
27.6K $917K
Activity Summary
Buys All Purchases 1223 New Holdings 442 Increased Positions 781 Sells All Sells 314 Reductions 314 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Ieq Capital, LLC Portfolio

Follow Ieq Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ieq Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ieq Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email