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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 11 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 COMMUNITY WEST BANCSHARES NE 8,713.0 $203K 0.00% NEW $23.30
202 TRGP TARGA RES CORP Energy 803.0 $201K 0.00% NEW $250.73 +8.0%
203 PKBK PARKE BANCORP INC Financial Services 7,078.0 $201K 0.00% NEW $28.40 +8.0%
204 TNXP TONIX PHARMACEUTICALS HLDG C Healthcare 14,358.0 $197K 0.00% NEW $13.75 +5.5%
205 FRMI FERMI INC Utilities 33,512.0 $196K 0.00% NEW $5.84 +3.8%
206 KKR PUT KKR & CO INC Financial Services 59,300.0 $189K 0.00% NEW $3.18 +2876.0%
207 TTAM TITAN AMER SA Basic Materials 12,220.0 $183K 0.00% NEW $14.98 +2.7%
208 STEP PUT STEPSTONE GROUP INC Financial Services 107,000.0 $182K 0.00% NEW $1.70 +2958.8%
209 NEXXEN INTL LTD 27,656.0 $180K 0.00% NEW $6.52
210 APOS PUT APOLLO GLOBAL MGMT INC Financial Services 53,500.0 $177K 0.00% NEW $3.30 +692.1%
211 F FORD MTR CO Consumer Cyclical 15,033.0 $173K 0.00% NEW $11.54 +18.5%
212 SG SWEETGREEN INC Consumer Cyclical 33,405.0 $173K 0.00% NEW $5.19 +73.6%
213 OOMA OOMA INC Communication Services 11,873.0 $173K 0.00% NEW $14.55 +29.7%
214 ETHA ISHARES ETHEREUM TR Financial Services 10,909.0 $173K 0.00% NEW $15.83 +2.0%
215 NNOX NANO X IMAGING LTD Healthcare 75,868.0 $172K 0.00% NEW $2.27 -15.9%
216 LENZ LENZ THERAPEUTICS INC Healthcare 18,807.0 $172K 0.00% NEW $9.15 -17.8%
217 HPK HIGHPEAK ENERGY INC Energy 24,872.0 $172K 0.00% NEW $6.90 +5.8%
218 CDZI CADIZ INC Utilities 34,117.0 $168K 0.00% NEW $4.91 -14.7%
219 NAGE NIAGEN BIOSCIENCE INC Healthcare 37,857.0 $167K 0.00% NEW $4.41 -14.1%
220 LAND GLADSTONE LD CORP Real Estate 16,185.0 $165K 0.00% NEW $10.20 -6.6%
Page 11 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%