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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 58 of 94  ·  1,880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 NFBK NORTHFIELD BANCORP INC DEL Financial Services 54,131.0 $733K 0.00% +16K +40.9% $13.54 +4.9%
1142 DFIV DIMENSIONAL ETF TRUST 13,848.0 $731K 0.00% -1K -9.7% $52.78 +5.7%
1143 TNET TRINET GROUP INC Industrials 20,055.0 $731K 0.00% +15K +293.9% $36.43 +17.0%
1144 HLIT HARMONIC INC Technology 81,205.0 $729K 0.00% -36K -30.6% $8.98 +41.4%
1145 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 179,162.0 $726K 0.00% -19K -9.5% $4.05 +0.5%
1146 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 21,311.0 $724K 0.00% NEW $33.95 +1.3%
1147 CRGY CRESCENT ENERGY COMPANY Energy 53,513.0 $722K 0.00% +7K +15.4% $13.50 -3.0%
1148 EWJ ISHARES INC 8,513.0 $719K 0.00% +966.0 +12.8% $84.44 +8.2%
1149 GPOR GULFPORT ENERGY CORP Energy 3,393.0 $718K 0.00% -13K -78.8% $211.57 -15.4%
1150 AVPT AVEPOINT INC Technology 75,449.0 $718K 0.00% +58K +338.2% $9.51 +7.7%
1151 AVUS AMERICAN CENTY ETF TR 6,447.0 $717K 0.00% $111.19 +12.6%
1152 CNK CINEMARK HLDGS INC Communication Services 25,128.0 $717K 0.00% NEW $28.52 -6.7%
1153 FAST FASTENAL CO Industrials 15,441.0 $716K 0.00% -2K -11.2% $46.40 -6.2%
1154 TCBK TRICO BANCSHARES Financial Services 15,070.0 $716K 0.00% +3K +24.1% $47.54 +6.4%
1155 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 3,788.0 $716K 0.00% +646.0 +20.6% $189.05 +26.6%
1156 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 23,753.0 $712K 0.00% $29.99 +14.5%
1157 AMT AMERICAN TOWER CORP Real Estate 4,119.0 $711K 0.00% -83K -95.3% $172.59 +6.5%
1158 APLE APPLE HOSPITALITY REIT INC Real Estate 61,572.0 $709K 0.00% -66K -51.8% $11.51 +26.1%
1159 LAZ LAZARD INC Financial Services 16,671.0 $708K 0.00% NEW $42.48 +12.2%
1160 RPAY REPAY HLDGS CORP Technology 271,509.0 $706K 0.00% +95K +53.5% $2.60 +27.3%
Page 58 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%