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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 62 of 94  ·  1,880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 H HYATT HOTELS CORP Consumer Cyclical 4,221.0 $607K 0.00% $143.79 +22.1%
1222 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 10,901.0 $607K 0.00% -14K -56.5% $55.65 +4.5%
1223 NRDS NERDWALLET INC Financial Services 58,392.0 $606K 0.00% -5K -8.2% $10.38 -21.0%
1224 LIBERTY MEDIA CORP DEL 7,092.0 $603K 0.00% +2K +44.8% $85.02
1225 BGS B & G FOODS INC Consumer Defensive 125,258.0 $602K 0.00% $4.81 -11.6%
1226 ROIV ROIVANT SCIENCES LTD Healthcare 21,718.0 $602K 0.00% NEW $27.70 +17.0%
1227 URBN URBAN OUTFITTERS INC Consumer Cyclical 9,494.0 $601K 0.00% -4K -29.9% $63.35 +13.1%
1228 GDXJ VANECK ETF TRUST 4,996.0 $600K 0.00% -2K -25.1% $120.04 -6.5%
1229 INDA ISHARES TR 12,738.0 $597K 0.00% -1K -10.5% $46.84 +2.6%
1230 ACAD ACADIA PHARMACEUTICALS INC Healthcare 26,789.0 $596K 0.00% -56K -67.5% $22.26 -4.2%
1231 LNG CHENIERE ENERGY INC Energy 2,099.0 $596K 0.00% -13K -86.0% $283.77 -15.3%
1232 PXH INVESCO EXCH TRADED FD TR II 22,096.0 $595K 0.00% -152.0 -0.7% $26.91 +6.3%
1233 HMC HONDA MOTOR CO LTD Consumer Cyclical 24,409.0 $593K 0.00% -9K -26.6% $24.31 +8.0%
1234 IEUR ISHARES TR 8,406.0 $591K 0.00% $70.27 +7.7%
1235 ITA ISHARES TR 2,687.0 $588K 0.00% +944.0 +54.2% $218.76 +2.0%
1236 PAAS PAN AMERN SILVER CORP Basic Materials 10,755.0 $588K 0.00% -574.0 -5.1% $54.63 +0.3%
1237 EGHT 8X8 INC NEW Technology 353,799.0 $587K 0.00% +79K +28.9% $1.66 +28.3%
1238 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 27,707.0 $587K 0.00% -199K -87.8% $21.18 +2.6%
1239 GTX GARRETT MOTION INC Consumer Cyclical 32,127.0 $584K 0.00% -58K -64.2% $18.17 +82.8%
1240 IJT ISHARES TR 4,025.0 $582K 0.00% $144.71 +11.0%
Page 62 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%