Institutional manager

IEQ CAPITAL, LLC

Holds positions in 369 of the S&P 500, worth $13.1bn as reported for the quarter ended 31-mar-2026.

Positions held369of 488 index companies covered

Reported value$13.1bnS&P 500 positions only

Top ten weight42%how concentrated the book is

Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 369 held. The rest are smaller than every one of these.

State Street CorporationSTT6.3m$1.06bnFinancials NvidiaNVDA4.9m$857mInformation Technology Apple Inc.AAPL2.7m$684mInformation Technology Alphabet Inc. (Class A)GOOGL2.4m$677mCommunication Services Meta PlatformsMETA942,471$539mCommunication Services MicrosoftMSFT1.3m$478mInformation Technology AmazonAMZN1.9m$397mConsumer Discretionary InvescoIVZ1.4m$281mFinancials BroadcomAVGO830,351$257mInformation Technology CrowdStrikeCRWD631,133$246mInformation Technology Goldman SachsGS290,625$225mFinancials Berkshire HathawayBRK.B303,059$162mFinancials Tesla, Inc.TSLA434,935$162mConsumer Discretionary Quanta ServicesPWR242,282$133mIndustrials Comfort Systems USAFIX89,865$124mIndustrials CostcoCOST119,168$119mConsumer Staples JPMorgan ChaseJPM394,889$116mFinancials WalmartWMT928,637$115mConsumer Staples Merck & Co.MRK941,353$113mHealth Care SalesforceCRM576,672$108mInformation Technology Bristol Myers SquibbBMY1.7m$104mHealth Care Micron TechnologyMU305,467$103mInformation Technology Lilly (Eli)LLY111,049$102mHealth Care PG&E CorporationPCG5.7m$100mUtilities Edison InternationalEIX1.3m$99mUtilities Arista NetworksANET753,762$93mInformation Technology GE VernovaGEV100,302$88mIndustrials Johnson & JohnsonJNJ347,966$85mHealth Care GE AerospaceGE281,023$80mIndustrials AirbnbABNB630,080$80mConsumer Discretionary Palantir TechnologiesPLTR541,408$79mInformation Technology General MotorsGM1.0m$76mConsumer Discretionary FedExFDX209,793$75mIndustrials Western DigitalWDC276,112$75mInformation Technology Chubb LimitedCB227,708$74mFinancials IntelINTC1.6m$72mInformation Technology ExxonMobilXOM402,668$68mEnergy Lam ResearchLRCX318,279$68mInformation Technology AppLovinAPP169,564$67mCommunication Services Centene CorporationCNC2.0m$66mHealth Care J.B. HuntJBHT312,419$66mIndustrials Visa Inc.V217,643$66mFinancials PepsiCoPEP415,088$64mConsumer Staples Regeneron PharmaceuticalsREGN78,302$60mHealth Care NetflixNFLX606,784$58mCommunication Services AmphenolAPH458,641$58mInformation Technology SandiskSNDK87,530$56mInformation Technology Lockheed MartinLMT91,531$55mIndustrials NewmontNEM510,676$55mMaterials TJX CompaniesTJX338,996$54mConsumer Discretionary Freeport-McMoRanFCX890,369$52mMaterials Booking HoldingsBKNG12,424$52mConsumer Discretionary ServiceNowNOW495,857$52mInformation Technology Phillips 66PSX277,608$51mEnergy PNC Financial ServicesPNC239,501$50mFinancials TeradyneTER164,535$49mInformation Technology MastercardMA96,764$48mFinancials Delta Air LinesDAL726,978$48mIndustrials CitigroupC415,190$47mFinancials IncyteINCY498,835$47mHealth Care

What this page is not

Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.