Institutional manager

IEQ CAPITAL, LLC

Holds positions in 388 of the S&P 500, worth $12.1bn as reported for the quarter ended 31-mar-2026.

Positions held388of 488 index companies covered

Reported value$12.1bnS&P 500 positions only

Top ten weight37%how concentrated the book is

Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 388 held. The rest are smaller than every one of these.

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 BroadcomAVGO830,351$257mInformation Technology CrowdStrikeCRWD631,133$246mInformation Technology Goldman SachsGS263,789$223mFinancials 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 VertivVRT212,189$53mIndustrials 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 CoinbaseCOIN273,417$48mFinancials CitigroupC415,190$47mFinancials IncyteINCY498,835$47mHealth Care

What this page is not

Positions in the companies this site covers, 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.