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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 49 of 94  ·  1,880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 DK DELEK US HLDGS INC NEW Energy 26,631.0 $1.2M 0.01% NEW $45.07 -3.1%
962 WDFC WD 40 CO Basic Materials 5,883.0 $1.2M 0.01% +3K +97.3% $203.93 +1.7%
963 MSBI MIDLAND STATES BANCORP INC Financial Services 53,682.0 $1.2M 0.01% +6K +12.7% $22.31 +23.8%
964 BIDU BAIDU INC Communication Services 10,731.0 $1.2M 0.01% +3K +35.4% $111.42 +14.7%
965 PDD PDD HOLDINGS INC Consumer Cyclical 11,673.0 $1.2M 0.01% $102.18 -7.5%
966 VIS VANGUARD WORLD FD 3,805.0 $1.2M 0.01% -166.0 -4.2% $312.16 +7.7%
967 CCS CENTURY COMMUNITIES INC Consumer Cyclical 20,677.0 $1.2M 0.01% -2K -10.6% $57.38 -9.5%
968 HAE HAEMONETICS CORP MASS Healthcare 20,998.0 $1.2M 0.01% -9K -30.8% $56.36 +16.2%
969 ENB ENBRIDGE INC Energy 21,753.0 $1.2M 0.01% +8K +56.7% $54.14 +7.2%
970 VGIT VANGUARD SCOTTSDALE FDS 19,760.0 $1.2M 0.01% +2K +12.6% $59.55 -1.4%
971 MET METLIFE INC Financial Services 16,569.0 $1.2M 0.01% -23K -58.6% $70.72 +18.9%
972 RGNX REGENXBIO INC Healthcare 139,639.0 $1.2M 0.01% -47K -25.2% $8.38 -24.2%
973 DAVE INC 6,675.0 $1.2M 0.01% +571.0 +9.3% $174.09
974 FFBC 1ST FINL BANCORP Financial Services 41,667.0 $1.2M 0.01% +2K +5.6% $27.88 +10.2%
975 VOYA VOYA FINANCIAL INC Financial Services 16,933.0 $1.2M 0.01% -57K -77.2% $68.32 +20.6%
976 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 29,313.0 $1.2M 0.01% -9K -22.6% $39.39 -5.0%
977 IRIDIUM COMMUNICATIONS INC 41,420.0 $1.1M 0.01% NEW $27.74
978 BYND BEYOND MEAT INC Consumer Defensive 1,631,747.0 $1.1M 0.01% +1.4M +789.1% $0.70 +9.2%
979 MOAT VANECK ETF TRUST 11,834.0 $1.1M 0.01% +100.0 +0.8% $96.70 +5.7%
980 NWS NEWS CORP NEW Communication Services 40,132.0 $1.1M 0.01% -305.0 -0.8% $28.51 +4.1%
Page 49 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%