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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 67 of 94  ·  1,880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 EELV INVESCO EXCH TRADED FD TR II 17,347.0 $487K 0.00% $28.08 +1.6%
1322 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 18,047.0 $486K 0.00% +4K +28.3% $26.94 +22.3%
1323 HELE HELEN OF TROY LTD Consumer Defensive 33,543.0 $484K 0.00% NEW $14.42 +71.9%
1324 IEI ISHARES TR 4,071.0 $483K 0.00% -2K -29.5% $118.59 -1.2%
1325 EVTC EVERTEC INC Technology 17,091.0 $482K 0.00% NEW $28.22 -12.7%
1326 CRVL CORVEL CORP Financial Services 8,761.0 $479K 0.00% NEW $54.65 +12.6%
1327 PARR PAR PAC HOLDINGS INC Energy 7,640.0 $479K 0.00% -963.0 -11.2% $62.64 -7.7%
1328 GSIE GOLDMAN SACHS ETF TR 11,069.0 $477K 0.00% $43.13 +6.2%
1329 EXFY EXPENSIFY INC Technology 548,021.0 $477K 0.00% +65K +13.5% $0.87 +29.9%
1330 USRT ISHARES TR 8,049.0 $476K 0.00% $59.19 +10.5%
1331 GRAL GRAIL INC Healthcare 9,191.0 $475K 0.00% -19K -67.8% $51.68 +31.3%
1332 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 81,630.0 $473K 0.00% -5K -5.7% $5.80 +7.4%
1333 CXM SPRINKLR INC Technology 78,786.0 $473K 0.00% +16K +26.3% $6.00 -12.0%
1334 GCI LIBERTY INC 12,678.0 $472K 0.00% -3K -18.3% $37.21
1335 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 58,353.0 $471K 0.00% -17K -22.2% $8.08 -2.1%
1336 TECK TECK RESOURCES LTD Basic Materials 9,038.0 $468K 0.00% NEW $51.75 +18.3%
1337 CPT CAMDEN PPTY TR Real Estate 4,768.0 $466K 0.00% -41K -89.7% $97.65 +8.7%
1338 MLKN MILLERKNOLL INC Consumer Cyclical 32,054.0 $464K 0.00% +13K +67.4% $14.46 +6.7%
1339 PRDO PERDOCEO ED CORP Consumer Defensive 12,437.0 $463K 0.00% +4K +47.1% $37.21 -9.1%
1340 GRNT GRANITE RIDGE RESOURCES INC Energy 78,827.0 $463K 0.00% -39K -33.2% $5.87 -6.3%
Page 67 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%