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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 51 of 94  ·  1,880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 CNM CORE & MAIN INC Industrials 22,289.0 $1.1M 0.01% NEW $49.40 -4.3%
1002 VNDA VANDA PHARMACEUTICALS INC Healthcare 158,070.0 $1.1M 0.01% +127K +408.8% $6.91 -10.4%
1003 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 29,458.0 $1.1M 0.01% -235K -88.9% $37.01 +3.8%
1004 MO ALTRIA GROUP INC Consumer Defensive 16,512.0 $1.1M 0.01% -136K -89.2% $65.99 +12.0%
1005 DFAX DIMENSIONAL ETF TRUST 32,055.0 $1.1M 0.01% +3K +12.2% $33.97 +9.3%
1006 BUSE FIRST BUSEY CORP Financial Services 43,038.0 $1.1M 0.01% -19K -31.1% $25.27 +7.2%
1007 VYMI VANGUARD WHITEHALL FDS 11,536.0 $1.1M 0.01% -9K -42.5% $94.24 +5.9%
1008 LFST LIFESTANCE HEALTH GROUP INC Healthcare 170,645.0 $1.1M 0.01% +66K +63.3% $6.37 +16.0%
1009 LVHI LEGG MASON ETF INVT 26,813.0 $1.1M 0.01% $40.54 +2.4%
1010 BMO BANK MONTREAL MEDIUM Financial Services 8,017.0 $1.1M 0.01% +1K +16.8% $135.35 +18.9%
1011 ANNX ANNEXON INC Healthcare 195,764.0 $1.1M 0.01% +13K +7.0% $5.54 -4.2%
1012 J JACOBS SOLUTIONS INC Industrials 8,520.0 $1.1M 0.01% -5K -38.5% $127.29 -9.9%
1013 AVDE AMERICAN CENTY ETF TR 12,781.0 $1.1M 0.01% +9K +221.1% $84.84 +7.0%
1014 MCHI ISHARES TR 19,247.0 $1.1M 0.01% +2K +12.5% $56.18 -1.1%
1015 FELE FRANKLIN ELEC INC Industrials 11,727.0 $1.1M 0.01% -8K -41.0% $92.17 +6.6%
1016 CM CANADIAN IMPERIAL BANK OF CO Financial Services 11,390.0 $1.1M 0.01% +518.0 +4.8% $94.75 +21.9%
1017 UDR UDR INC Real Estate 31,881.0 $1.1M 0.01% -966.0 -2.9% $33.78 +12.5%
1018 ASIX ADVANSIX INC Basic Materials 44,120.0 $1.1M 0.01% +31K +248.4% $24.40 -8.8%
1019 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 12,711.0 $1.1M 0.01% -2K -10.7% $84.64 -3.6%
1020 BTT BLACKROCK MUN TARGET TERM TR Financial Services 47,381.0 $1.1M 0.01% $22.70 -0.2%
Page 51 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%