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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 61 of 94  ·  1,880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 ATRO ASTRONICS CORP Industrials 9,561.0 $638K 0.00% -7K -42.8% $66.73 +19.7%
1202 TMP TOMPKINS FINL CORP Financial Services 8,090.0 $638K 0.00% -905.0 -10.1% $78.84 +8.4%
1203 XLI SELECT SECTOR SPDR TR 3,942.0 $638K 0.00% +402.0 +11.4% $161.72 +5.4%
1204 WIT WIPRO LTD Technology 300,402.0 $637K 0.00% -2K -0.6% $2.12 -7.1%
1205 ZUMZ ZUMIEZ INC Consumer Cyclical 28,644.0 $635K 0.00% +7K +29.4% $22.16 +2.8%
1206 GBIL GOLDMAN SACHS ETF TR 6,306.0 $632K 0.00% -2K -21.6% $100.19 -0.1%
1207 CTKB CYTEK BIOSCIENCES INC Healthcare 144,392.0 $631K 0.00% +20K +16.4% $4.37 -9.4%
1208 AMN AMN HEALTHCARE SVCS INC Healthcare 34,304.0 $629K 0.00% NEW $18.34 +39.9%
1209 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 67,694.0 $628K 0.00% +57K +558.6% $9.28 -14.3%
1210 JEPQ J P MORGAN EXCHANGE TRADED F 11,274.0 $626K 0.00% $55.52 +8.3%
1211 RXT RACKSPACE TECHNOLOGY INC Technology 637,452.0 $625K 0.00% +622K +4096.5% $0.98 +308.2%
1212 ESS ESSEX PPTY TR INC Real Estate 2,566.0 $621K 0.00% -329.0 -11.4% $241.99 +13.1%
1213 CNO CNO FINL GROUP INC Financial Services 15,059.0 $618K 0.00% +3K +26.6% $41.06 +15.4%
1214 SLYV SPDR SERIES TRUST 6,531.0 $618K 0.00% +2K +35.8% $94.58 +8.3%
1215 ELPC COMPANHIA PARANAENSE DE ENER Utilities 51,460.0 $614K 0.00% -9K -15.4% $11.94 -0.5%
1216 INVH INVITATION HOMES INC Real Estate 24,694.0 $614K 0.00% -213K -89.6% $24.85 +16.8%
1217 U UNITY SOFTWARE INC Technology 27,949.0 $613K 0.00% -87K -75.7% $21.94 +19.6%
1218 VTEX VTEX Technology 152,716.0 $611K 0.00% +142K +1307.5% $4.00 -9.8%
1219 PRCT PROCEPT BIOROBOTICS CORP Healthcare 24,407.0 $610K 0.00% NEW $25.01 +12.4%
1220 QTWO Q2 HLDGS INC Technology 12,885.0 $609K 0.00% NEW $47.30 -0.5%
Page 61 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%