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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 50 of 94  ·  1,880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 7,227.0 $1.1M 0.01% -10K -56.9% $157.27 -2.7%
982 CDNS CADENCE DESIGN SYSTEM INC Technology 4,084.0 $1.1M 0.01% +138.0 +3.5% $277.88 +34.4%
983 IBB ISHARES TR 6,717.0 $1.1M 0.01% -104.0 -1.5% $168.85 -0.0%
984 MUSA MURPHY USA INC Consumer Cyclical 2,293.0 $1.1M 0.01% -9K -78.9% $494.05 +9.9%
985 ONESTREAM INC 47,170.0 $1.1M 0.01% NEW $24.00
986 IMCG ISHARES TR 14,370.0 $1.1M 0.01% -156.0 -1.1% $78.77 +16.0%
987 BEACON FINANCIAL CORP. 37,691.0 $1.1M 0.01% +14K +58.6% $30.00
988 IGSB ISHARES TR 21,478.0 $1.1M 0.01% +16K +271.6% $52.56 -0.5%
989 AMPL AMPLITUDE INC Technology 164,576.0 $1.1M 0.01% +11K +7.2% $6.82 -1.8%
990 ACDC PROFRAC HLDG CORP Energy 180,075.0 $1.1M 0.01% +47K +34.9% $6.20 +15.3%
991 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 60,723.0 $1.1M 0.01% NEW $18.38 -6.6%
992 EFG ISHARES TR 9,989.0 $1.1M 0.01% -67.0 -0.7% $111.37 +9.1%
993 NTR NUTRIEN LTD Basic Materials 14,702.0 $1.1M 0.01% -276.0 -1.8% $75.46 -7.1%
994 THFF FIRST FINANCIAL CORPORATION Financial Services 17,530.0 $1.1M 0.01% +2K +16.4% $63.20 +8.5%
995 RELX RELX PLC Communication Services 33,398.0 $1.1M 0.01% -5K -13.4% $33.15 -0.4%
996 PH PARKER-HANNIFIN CORP Industrials 1,234.0 $1.1M 0.01% -910.0 -42.4% $895.21 -3.2%
997 OGS ONE GAS INC Utilities 12,813.0 $1.1M 0.01% NEW $86.13 -4.2%
998 FLYW FLYWIRE CORPORATION Technology 94,766.0 $1.1M 0.01% +35K +59.5% $11.64 +38.5%
999 REX REX AMERICAN RES CORP Basic Materials 24,175.0 $1.1M 0.01% +7K +38.3% $45.57 +7.0%
1000 COPX GLOBAL X FDS 14,426.0 $1.1M 0.01% NEW $76.35 +9.2%
Page 50 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%