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Portfolio (Quarterly) Guide ↗

IEQ CAPITAL, LLC

· CIK 0001779789
13F Portfolio $21.5B AUM 2,269 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 289 New 791 Added 642 Reduced 246 Exited
Page 10 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ATRC ATRICURE INC Healthcare 7,952.0 $227K 0.00% NEW $28.53 +1.0%
182 SNCY SUN CTRY AIRLS HLDGS INC Industrials 13,605.0 $225K 0.00% NEW $16.52 -2.1%
183 MTRX MATRIX SVC CO Industrials 19,474.0 $224K 0.00% NEW $11.48 +9.1%
184 USLM UNITED STS LIME & MINERALS I Basic Materials 1,687.0 $220K 0.00% NEW $130.61 -20.3%
185 CVLT COMMVAULT SYS INC Technology 2,806.0 $219K 0.00% NEW $77.89 +36.1%
186 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 14,520.0 $217K 0.00% NEW $14.95 +8.8%
187 VLUE ISHARES TR 1,514.0 $215K 0.00% NEW $142.21 +30.0%
188 RTO RENTOKIL INITIAL PLC Industrials 6,797.0 $214K 0.00% NEW $31.48 +1.5%
189 FLNG FLEX LNG LTD Energy 7,184.0 $213K 0.00% NEW $29.71 +9.0%
190 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 69,101.0 $212K 0.00% NEW $3.07 -11.7%
191 BX PUT BLACKSTONE INC Financial Services 55,000.0 $212K 0.00% NEW $3.85 +2979.7%
192 EMERA INC 4,041.0 $210K 0.00% NEW $51.87
193 BSAC BANCO SANTANDER CHILE NEW Financial Services 6,243.0 $208K 0.00% NEW $33.40 -5.7%
194 DISV DIMENSIONAL ETF TRUST 5,260.0 $207K 0.00% NEW $39.44 +7.0%
195 DIEBOLD NIXDORF INC 2,740.0 $207K 0.00% NEW $75.44
196 HRB BLOCK H & R INC Consumer Cyclical 6,498.0 $206K 0.00% NEW $31.74 +19.4%
197 TRIPLE FLAG PRECIOUS METAL 5,911.0 $205K 0.00% NEW $34.71
198 OBT ORANGE CNTY BANCORP INC Financial Services 6,411.0 $205K 0.00% NEW $31.98 +6.3%
199 VPL VANGUARD INTL EQUITY INDEX F 2,089.0 $204K 0.00% NEW $97.73 +15.1%
200 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 11,797.0 $204K 0.00% NEW $17.30 +14.9%
Page 10 of 15  ·  289 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
Technology 32.9%
Financial Services 17.4%
Consumer Cyclical 10.4%
Industrials 9.8%
Communication Services 9.0%
Healthcare 8.8%
Consumer Defensive 3.5%
Energy 2.7%
Utilities 2.2%
Basic Materials 2.1%