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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 9 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CAE CAE INC Industrials 10,245.0 $267K 0.00% NEW $26.05 +3.4%
162 BZAI BLAIZE HLDGS INC Technology 145,595.0 $265K 0.00% NEW $1.82 -17.0%
163 CWS ADVISORSHARES TR 4,000.0 $259K 0.00% NEW $64.76 +2.1%
164 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 10,768.0 $258K 0.00% NEW $23.99 -8.9%
165 OFG OFG BANCORP Financial Services 6,349.0 $257K 0.00% NEW $40.46 +11.7%
166 SMCI SUPER MICRO COMPUTER INC Technology 11,028.0 $251K 0.00% NEW $22.77 +46.9%
167 O REALTY INCOME CORP Real Estate 4,058.0 $248K 0.00% NEW $61.17 +1.7%
168 FCPT FOUR CORNERS PPTY TR INC Real Estate 10,467.0 $248K 0.00% NEW $23.65 +5.7%
169 LI LI AUTO INC Consumer Cyclical 13,843.0 $247K 0.00% NEW $17.83 -9.1%
170 CASS CASS INFORMATION SYS INC Industrials 5,585.0 $246K 0.00% NEW $44.02 +5.6%
171 CNI CANADIAN NATL RY CO Industrials 2,343.0 $241K 0.00% NEW $102.78 +11.1%
172 REZOLVE AI PLC 93,970.0 $241K 0.00% NEW $2.56
173 GIC GLOBAL INDUSTRIAL COMPANY Industrials 7,581.0 $239K 0.00% NEW $31.52 -7.7%
174 GNTX GENTEX CORP Consumer Cyclical 10,903.0 $238K 0.00% NEW $21.85 +7.1%
175 SFST SOUTHERN FIRST BANCSHARES Financial Services 4,357.0 $237K 0.00% NEW $54.50 +3.5%
176 SMMD ISHARES TR 3,102.0 $237K 0.00% NEW $76.36 +13.1%
177 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 7,025.0 $236K 0.00% NEW $33.65 +5.2%
178 TK TEEKAY CORPORATION LTD Energy 18,820.0 $230K 0.00% NEW $12.21 +15.9%
179 ARES PUT ARES MANAGEMENT CORPORATION Financial Services 38,700.0 $228K 0.00% NEW $5.90 +2001.5%
180 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 4,920.0 $227K 0.00% NEW $46.19 -3.1%
Page 9 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%