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Portfolio (Quarterly) Guide ↗

IEQ CAPITAL, LLC

· CIK 0001779789
13F Portfolio $33.4B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1837 New
Page 35 of 92  ·  1,837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 SO SOUTHERN CO Utilities 32,845.0 $2.9M 0.01% NEW $87.20 +8.0%
682 WABC WESTAMERICA BANCORPORATION Financial Services 59,478.0 $2.8M 0.01% NEW $47.83 +16.3%
683 VDC VANGUARD WORLD FD 13,340.0 $2.8M 0.01% NEW $211.25 +7.2%
684 TOTALENERGIES SE 42,851.0 $2.8M 0.01% NEW $65.42
685 MMS MAXIMUS INC Industrials 32,462.0 $2.8M 0.01% NEW $86.32 -29.4%
686 AEP AMERICAN ELEC PWR CO INC Utilities 24,143.0 $2.8M 0.01% NEW $115.31 +13.5%
687 FRPT FRESHPET INC Consumer Defensive 45,678.0 $2.8M 0.01% NEW $60.93 -16.8%
688 ARCC ARES CAPITAL CORP Financial Services 136,847.0 $2.8M 0.01% NEW $20.23 -7.1%
689 CAH CARDINAL HEALTH INC Healthcare 13,463.0 $2.8M 0.01% NEW $205.50 -2.2%
690 DRH DIAMONDROCK HOSPITALITY CO Real Estate 308,508.0 $2.8M 0.01% NEW $8.96 +23.1%
691 VTWG VANGUARD SCOTTSDALE FDS 11,675.0 $2.8M 0.01% NEW $235.99 +17.3%
692 VOE VANGUARD INDEX FDS 15,470.0 $2.7M 0.01% NEW $177.37 +10.1%
693 BA BOEING CO Industrials 12,557.0 $2.7M 0.01% NEW $217.12 +0.7%
694 INSW INTERNATIONAL SEAWAYS INC Energy 55,905.0 $2.7M 0.01% NEW $48.55 +70.6%
695 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 16,754.0 $2.7M 0.01% NEW $161.95 -6.7%
696 PTCT PTC THERAPEUTICS INC Healthcare 35,681.0 $2.7M 0.01% NEW $75.96 -11.0%
697 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 102,610.0 $2.7M 0.01% NEW $26.37 -35.2%
698 DOCS DOXIMITY INC Healthcare 60,798.0 $2.7M 0.01% NEW $44.28 -55.9%
699 OMDA OMADA HEALTH INC Healthcare 170,373.0 $2.7M 0.01% NEW $15.78 +2.7%
700 RGNX REGENXBIO INC Healthcare 186,667.0 $2.7M 0.01% NEW $14.40 -56.3%
Page 35 of 92  ·  1,837 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 58.7%
Financial Services 12.0%
Consumer Cyclical 6.6%
Communication Services 6.4%
Healthcare 5.6%
Industrials 5.0%
Consumer Defensive 1.9%
Energy 1.1%
Real Estate 0.9%
Basic Materials 0.9%