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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 53 of 92  ·  1,837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 MSBI MIDLAND STATES BANCORP INC Financial Services 47,618.0 $1.0M 0.00% NEW $21.17 +31.4%
1042 UPWK UPWORK INC Industrials 50,797.0 $1.0M 0.00% NEW $19.82 -56.4%
1043 OIS OIL STS INTL INC Energy 148,455.0 $1.0M 0.00% NEW $6.77 +23.9%
1044 INTA INTAPP INC Technology 21,897.0 $1.0M 0.00% NEW $45.82 -58.2%
1045 DB DEUTSCHE BANK A G Financial Services 25,949.0 $1.0M 0.00% NEW $38.56 -13.5%
1046 PK PARK HOTELS & RESORTS INC Real Estate 94,579.0 $989K 0.00% NEW $10.46 +16.0%
1047 VXF VANGUARD INDEX FDS 4,729.0 $989K 0.00% NEW $209.12 +11.9%
1048 VNQ VANGUARD INDEX FDS 11,172.0 $989K 0.00% NEW $88.49 +9.5%
1049 LVHI LEGG MASON ETF INVT 26,813.0 $987K 0.00% NEW $36.82 +12.5%
1050 FFBC FIRST FINL BANCORP OH Financial Services 39,442.0 $987K 0.00% NEW $25.02 +23.2%
1051 WPM WHEATON PRECIOUS METALS CORP Basic Materials 8,392.0 $986K 0.00% NEW $117.51 +8.2%
1052 BLACKROCK CALIF MUN INCOME T 91,821.0 $986K 0.00% NEW $10.74
1053 CM CANADIAN IMPERIAL BANK OF CO Financial Services 10,872.0 $985K 0.00% NEW $90.61 +27.4%
1054 HMC HONDA MOTOR LTD Consumer Cyclical 33,275.0 $981K 0.00% NEW $29.48 -8.8%
1055 CSR CENTERSPACE Real Estate 14,692.0 $980K 0.00% NEW $66.72 +1.5%
1056 CSGP COSTAR GROUP INC Real Estate 14,570.0 $980K 0.00% NEW $67.24 -51.9%
1057 QLYS QUALYS INC Technology 7,351.0 $977K 0.00% NEW $132.91 -26.0%
1058 Z ZILLOW GROUP INC Communication Services 14,276.0 $974K 0.00% NEW $68.22 -47.2%
1059 INSM INSMED INC Healthcare 5,563.0 $968K 0.00% NEW $174.04 -38.9%
1060 SANA SANA BIOTECHNOLOGY INC Healthcare 236,692.0 $963K 0.00% NEW $4.07 -24.8%
Page 53 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%