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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 60 of 94  ·  1,880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 IGM ISHARES TR 5,665.0 $671K 0.00% -228.0 -3.9% $118.50 +31.5%
1182 BOH BANK HAWAII CORP Financial Services 9,039.0 $671K 0.00% +784.0 +9.5% $74.25 +5.2%
1183 FOR FORESTAR GROUP INC Real Estate 27,338.0 $668K 0.00% +836.0 +3.1% $24.44 +7.2%
1184 ICUI ICU MED INC Healthcare 5,161.0 $667K 0.00% -6K -55.0% $129.15 +1.7%
1185 EHAB ENHABIT INC Healthcare 47,268.0 $666K 0.00% -7K -13.1% $14.09 -2.1%
1186 PXF INVESCO EXCH TRADED FD TR II 9,483.0 $663K 0.00% $69.90 +9.9%
1187 HOPE HOPE BANCORP INC Financial Services 59,297.0 $662K 0.00% +9K +16.9% $11.17 +11.5%
1188 TFLO ISHARES TR 13,064.0 $661K 0.00% $50.63 -0.1%
1189 NWBI NORTHWEST BANCSHARES INC Financial Services 51,972.0 $660K 0.00% -4K -7.9% $12.69 +10.1%
1190 INFY INFOSYS LTD Technology 48,722.0 $658K 0.00% -46K -48.4% $13.51 -6.4%
1191 CHDN CHURCHILL DOWNS INC Consumer Cyclical 7,318.0 $657K 0.00% +5K +299.4% $89.83 -4.8%
1192 XP XP INC Financial Services 34,518.0 $657K 0.00% +7K +27.3% $19.04 -7.1%
1193 UHAL U HAUL HOLDING COMPANY Industrials 13,716.0 $655K 0.00% -8K -38.0% $47.78 +5.2%
1194 USMV ISHARES TR 7,014.0 $651K 0.00% -6K -45.2% $92.75 +3.6%
1195 NOK NOKIA CORP Technology 80,494.0 $647K 0.00% +20K +33.0% $8.04 +76.4%
1196 BANC BANC OF CALIFORNIA INC Financial Services 36,766.0 $646K 0.00% -34K -48.0% $17.58 +7.0%
1197 SHC SOTERA HEALTH CO Healthcare 44,913.0 $644K 0.00% -36K -44.8% $14.34 +8.4%
1198 MNRO MONRO INC Consumer Cyclical 39,850.0 $639K 0.00% +16K +64.6% $16.04 +2.1%
1199 SPMD SPDR SERIES TRUST 10,786.0 $639K 0.00% $59.22 +7.9%
1200 RYTHM INC 34,897.0 $639K 0.00% NEW $18.30
Page 60 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%