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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 65 of 94  ·  1,880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 NVDA PUT NVIDIA CORPORATION Technology 98,000.0 $529K 0.00% NEW $5.40 +3965.0%
1282 SCHE SCHWAB STRATEGIC TR 15,914.0 $524K 0.00% +2K +11.9% $32.95 +8.0%
1283 SMBC SOUTHERN MO BANCORP INC Financial Services 8,175.0 $523K 0.00% +1K +15.1% $63.94 +7.2%
1284 EGBN EAGLE BANCORPORATION INC Financial Services 21,009.0 $522K 0.00% -5K -18.2% $24.87 +4.9%
1285 ASEA GLOBAL X FDS 26,835.0 $521K 0.00% +2K +7.8% $19.43 +3.1%
1286 FEZ SPDR INDEX SHS FDS 8,384.0 $521K 0.00% $62.08 +8.7%
1287 DYNF BLACKROCK ETF TRUST 8,936.0 $520K 0.00% NEW $58.18 +14.3%
1288 NEWT NEWTEKONE INC Financial Services 47,416.0 $519K 0.00% +1K +3.2% $10.95 +21.4%
1289 TMDX TRANSMEDICS GROUP INC Healthcare 5,195.0 $516K 0.00% NEW $99.41 -31.6%
1290 TBLA TABOOLA.COM LTD Communication Services 165,836.0 $514K 0.00% +99K +148.7% $3.10 +59.0%
1291 BSCQ INVESCO EXCH TRD SLF IDX FD 26,309.0 $514K 0.00% +267.0 +1.0% $19.53 -0.1%
1292 LNN LINDSAY CORP Industrials 4,311.0 $513K 0.00% +1K +43.0% $119.07 -8.3%
1293 LRMR LARIMAR THERAPEUTICS INC Healthcare 114,038.0 $513K 0.00% +65K +132.0% $4.50 -20.7%
1294 SUSL ISHARES TR 4,508.0 $512K 0.00% $113.59 +15.5%
1295 OII OCEANEERING INTL INC Energy 14,394.0 $511K 0.00% -29K -66.8% $35.47 +8.5%
1296 URI UNITED RENTALS INC Industrials 700.0 $510K 0.00% +59.0 +9.2% $728.85 +28.5%
1297 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,558.0 $509K 0.00% -10K -86.5% $327.02 +13.3%
1298 ZD ZIFF DAVIS INC Communication Services 12,133.0 $509K 0.00% -149.0 -1.2% $41.96 +0.9%
1299 SPG SIMON PPTY GROUP INC NEW Real Estate 2,725.0 $508K 0.00% -32K -92.2% $186.53 +9.4%
1300 ANNALY CAPITAL MANAGEMENT IN 23,962.0 $507K 0.00% -129K -84.3% $21.15
Page 65 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%