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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 27 of 94  ·  1,880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 HSBC HSBC HLDGS PLC Financial Services 56,648.0 $4.7M 0.02% +7K +14.0% $82.49 +11.6%
522 WAL WESTERN ALLIANCE BANCORP Financial Services 65,703.0 $4.7M 0.02% NEW $70.85 +10.9%
523 BKH BLACK HILLS CORP Utilities 65,821.0 $4.6M 0.02% -31K -32.0% $69.41 +7.0%
524 BLUE OWL TECHNOLOGY FIN CORP 368,287.0 $4.6M 0.02% +129K +54.2% $12.39
525 AWR AMER STATES WTR CO Utilities 60,094.0 $4.5M 0.02% +6K +11.8% $75.62 +1.3%
526 KVYO KLAVIYO INC Technology 233,345.0 $4.5M 0.02% +101K +75.8% $19.46 -23.6%
527 WAY WAYSTAR HLDG CORP Technology 185,165.0 $4.5M 0.02% +118K +174.7% $24.11 -18.8%
528 AJG GALLAGHER ARTHUR J & CO Financial Services 20,598.0 $4.5M 0.02% +119.0 +0.6% $216.58 -5.5%
529 VRNS VARONIS SYS INC Technology 207,297.0 $4.5M 0.02% +46K +28.8% $21.47 +44.4%
530 CERS CERUS CORP Healthcare 2,443,241.0 $4.4M 0.02% +20K +0.8% $1.82 +48.9%
531 TFC TRUIST FINL CORP Financial Services 96,311.0 $4.4M 0.02% +4K +4.1% $45.97 +5.2%
532 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 94,707.0 $4.4M 0.02% +87K +1192.6% $46.42 +4.2%
533 BR BROADRIDGE FINL SOLUTIONS IN Technology 27,048.0 $4.4M 0.02% +24K +662.8% $162.48 -7.4%
534 EXLS EXLSERVICE HLDGS INC Technology 143,706.0 $4.4M 0.02% +81K +128.8% $30.45 -3.1%
535 HTH HILLTOP HLDGS INC Financial Services 121,772.0 $4.4M 0.02% -5K -3.6% $35.82 +3.9%
536 KEY KEYCORP Financial Services 217,163.0 $4.4M 0.02% +60K +38.2% $20.05 +7.5%
537 DBX DROPBOX INC Technology 191,198.0 $4.3M 0.02% $22.72 +20.7%
538 IDLV INVESCO EXCH TRADED FD TR II 124,845.0 $4.3M 0.02% +5K +4.0% $34.45 +2.1%
539 HURN HURON CONSULTING GROUP INC Industrials 33,557.0 $4.3M 0.02% +252.0 +0.8% $127.49 -17.3%
540 SCHR SCHWAB STRATEGIC TR 170,084.0 $4.2M 0.02% NEW $24.91 -1.4%
Page 27 of 94  ·  1,880 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%