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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 45 of 94  ·  1,880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 ALHC ALIGNMENT HEALTHCARE INC Healthcare 85,149.0 $1.5M 0.01% +5K +6.5% $17.62 -9.1%
882 ALLO ALLOGENE THERAPEUTICS INC Healthcare 614,189.0 $1.5M 0.01% +179K +41.1% $2.44 -15.0%
883 COMP COMPASS INC Technology 204,682.0 $1.5M 0.01% +137K +202.1% $7.31 +16.7%
884 AXSM AXSOME THERAPEUTICS INC. Healthcare 8,835.0 $1.5M 0.01% -560.0 -6.0% $169.02 +39.9%
885 GWRE GUIDEWIRE SOFTWARE INC Technology 9,966.0 $1.5M 0.01% -32K -76.1% $149.56 -7.1%
886 TRP TC ENERGY CORP Energy 23,791.0 $1.5M 0.01% +1K +6.3% $62.60 +11.0%
887 PGNY PROGYNY INC Healthcare 87,661.0 $1.5M 0.01% +42K +90.3% $16.98 +48.2%
888 HDB HDFC BANK LTD Financial Services 59,751.0 $1.5M 0.01% -24K -28.6% $24.88 +0.2%
889 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 27,036.0 $1.5M 0.01% +21K +329.4% $54.81 +18.2%
890 VIST VISTA ENERGY S.A.B. DE C.V. Energy 19,566.0 $1.5M 0.01% $75.47 -0.6%
891 RYN RAYONIER INC Real Estate 71,597.0 $1.5M 0.01% -22K -23.4% $20.62 -0.8%
892 TPC TUTOR PERINI CORP Industrials 19,084.0 $1.5M 0.01% -13K -41.3% $77.19 -2.1%
893 VNO VORNADO RLTY TR Real Estate 56,633.0 $1.5M 0.01% NEW $25.99 +25.0%
894 IVOO VANGUARD ADMIRAL FDS INC 12,874.0 $1.5M 0.01% $114.32 +10.2%
895 BLSH BULLISH Technology 41,140.0 $1.5M 0.01% NEW $35.73 +0.4%
896 PHR PHREESIA INC Healthcare 173,983.0 $1.5M 0.01% +159K +1029.5% $8.38 +6.6%
897 RAMP LIVERAMP HLDGS INC Technology 54,939.0 $1.5M 0.01% -21K -27.8% $26.52 +42.0%
898 E ENI SPA Energy 25,680.0 $1.5M 0.01% +7K +36.7% $56.61 -5.0%
899 KEP KOREA ELEC PWR CORP Utilities 101,606.0 $1.4M 0.01% +7K +7.9% $14.25 -3.8%
900 JEPI J P MORGAN EXCHANGE TRADED F 25,482.0 $1.4M 0.01% +20K +349.8% $56.68 -0.7%
Page 45 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%