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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 54 of 94  ·  1,880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 AEGON LTD 133,383.0 $968K 0.00% +67K +100.8% $7.26
1062 TS TENARIS S A Energy 16,634.0 $968K 0.00% +2K +10.6% $58.18 +5.9%
1063 SPHQ INVESCO EXCHANGE TRADED FD T 12,844.0 $966K 0.00% -1K -7.8% $75.19 +12.6%
1064 XBI SPDR SERIES TRUST 7,550.0 $964K 0.00% +3K +59.8% $127.72 +3.1%
1065 FCF FIRST COMWLTH FINL CORP PA Financial Services 54,585.0 $960K 0.00% -543.0 -1.0% $17.58 +5.8%
1066 LQD ISHARES TR 8,781.0 $957K 0.00% -13K -60.4% $108.99 -0.6%
1067 SHBI SHORE BANCSHARES INC Financial Services 51,209.0 $957K 0.00% +8K +18.5% $18.68 +8.2%
1068 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,756.0 $951K 0.00% +56.0 +2.1% $345.20 -9.6%
1069 FTDR FRONTDOOR INC Consumer Cyclical 17,984.0 $951K 0.00% +4K +26.4% $52.86 +16.0%
1070 CLDT CHATHAM LODGING TR Real Estate 120,382.0 $947K 0.00% +8K +6.7% $7.87 +36.0%
1071 IDEV ISHARES TR 11,273.0 $942K 0.00% +2K +27.2% $83.57 +7.3%
1072 PUK PRUDENTIAL PLC Financial Services 33,111.0 $941K 0.00% +18K +117.6% $28.43 +7.2%
1073 CHTR CHARTER COMMUNICATIONS INC Communication Services 4,331.0 $935K 0.00% -44K -91.0% $215.87 -32.8%
1074 ALRS ALERUS FINL CORP Financial Services 39,400.0 $934K 0.00% +6K +17.3% $23.71 +18.3%
1075 VOOG VANGUARD ADMIRAL FDS INC 2,274.0 $927K 0.00% $407.61 -79.9%
1076 TDAY USA TODAY CO INC Communication Services 131,458.0 $927K 0.00% +39K +42.7% $7.05 +7.2%
1077 FSBC FIVE STAR BANCORP Financial Services 24,563.0 $927K 0.00% -10K -27.9% $37.72 +11.2%
1078 FNDE SCHWAB STRATEGIC TR 24,195.0 $926K 0.00% +9K +56.3% $38.26 +6.0%
1079 JJSF J & J SNACK FOODS CORP Consumer Defensive 11,655.0 $924K 0.00% +8K +249.3% $79.27 -6.0%
1080 CABO CABLE ONE INC Communication Services 10,069.0 $918K 0.00% -20K -66.8% $91.21 -42.7%
Page 54 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%