IEQ CAPITAL, LLC

Position in TOL — Toll Brothers, Inc.

CIK 1779789 Foster City, CA

Position in TOL

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$21,808,997

-$1,843,414 QoQ

Shares Held

159,808

-8.6% QoQ

Ownership

0.171%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 13.305341409691628.ToString("F0")% Shared 0.ToString("F0")% None 86.69465859030836.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

IEQ CAPITAL, LLC holds $59,189,863 across 7 Residential Construction names. TOL ranks #2 (36.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	161,901	$22,216,054
2	TOL	Toll Brothers, Inc. This page	159,808	$21,808,997
3	LEN	Lennar Corp /New/	84,716	$7,356,737
4	TPH	Tri Pointe Homes, Inc.	119,915	$5,603,627
5	TMHC	Taylor Morrison Home Corp	28,658	$1,669,041
6	NVR	Nvr Inc	45	$296,542
7	PHM	Pultegroup Inc/Mi/	2,031	$238,865

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$21,808,997	159,808	-8.6%	Shares	Other	2026-05-15
2025-12-31	$23,652,411	174,918	-6.6%	Shares	Sole	2026-02-13
2025-09-30	$25,876,246	187,319	+9.5%	Shares	Other	2025-11-14
2025-06-30	$19,523,762	171,066	+643.8%	Shares	Other	2025-08-14
2025-03-31	$2,428,570	23,000	+50.4%	Shares	Other	2025-05-14
2024-12-31	$1,925,775	15,290	+395.9%	Shares	Other	2025-02-03
2024-09-30	$476,292	3,083	+8.0%	Shares	Other	2024-11-14
2024-06-30	$328,838	2,855	+3.9%	Shares	Other	2024-08-12
2024-03-31	$355,379	2,747	+10.2%	Shares	Other	2024-05-09
2023-12-31	$256,255	2,493	—	Shares	Other	2024-02-07
No filing history on record for this holder in this stock.