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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 8 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PLAB PHOTRONICS INC Technology 7,798.0 $315K 0.00% NEW $40.41 +23.3%
142 FISI FINANCIAL INSTITUTIONS INC Financial Services 9,924.0 $315K 0.00% NEW $31.71 +11.5%
143 VNQ PUT VANGUARD INDEX FDS 125,000.0 $312K 0.00% NEW $2.50 +3766.8%
144 FNDC SCHWAB STRATEGIC TR 6,686.0 $310K 0.00% NEW $46.36 +7.5%
145 SOXX ISHARES TR 941.0 $309K 0.00% NEW $328.59 +59.8%
146 PWP PERELLA WEINBERG PARTNERS Financial Services 16,622.0 $302K 0.00% NEW $18.16 -2.5%
147 ABSI ABSCI CORPORATION Healthcare 99,022.0 $297K 0.00% NEW $3.00 +69.7%
148 WEAV WEAVE COMMUNICATIONS INC Technology 62,681.0 $290K 0.00% NEW $4.62 +27.5%
149 FETH FIDELITY ETHEREUM FD Financial Services 13,801.0 $288K 0.00% NEW $20.88 +2.2%
150 DOCN DIGITALOCEAN HLDGS INC Technology 3,334.0 $286K 0.00% NEW $85.78 +84.6%
151 EZPW EZCORP INC Financial Services 11,197.0 $284K 0.00% NEW $25.38 +31.8%
152 TASK TASKUS INC Technology 42,200.0 $283K 0.00% NEW $6.71 -10.3%
153 TTGT TECHTARGET INC Communication Services 72,513.0 $281K 0.00% NEW $3.88 +24.5%
154 FTV FORTIVE CORP Technology 5,085.0 $281K 0.00% NEW $55.28 +6.8%
155 QSI QUANTUM SI INC Healthcare 357,688.0 $277K 0.00% NEW $0.77 +13.1%
156 RXST RXSIGHT INC Healthcare 44,931.0 $277K 0.00% NEW $6.16 -0.0%
157 FANG DIAMONDBACK ENERGY INC Energy 1,371.0 $271K 0.00% NEW $197.84 +1.6%
158 INGRAM MICRO HLDG CORP 11,594.0 $270K 0.00% NEW $23.31
159 ORBS EIGHTCO HOLDINGS INC Technology 289,868.0 $270K 0.00% NEW $0.93 -2.4%
160 ACMR ACM RESH INC Technology 6,821.0 $268K 0.00% NEW $39.35 +81.9%
Page 8 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%