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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 70 of 94  ·  1,880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 AFRM AFFIRM HLDGS INC Technology 9,061.0 $415K 0.00% +3K +41.4% $45.82 +46.6%
1382 XYL XYLEM INC Industrials 3,464.0 $414K 0.00% -5K -58.0% $119.51 -9.4%
1383 RVLV REVOLVE GROUP INC Consumer Cyclical 18,267.0 $413K 0.00% NEW $22.61 -17.5%
1384 ELME COMMUNITIES 204,844.0 $412K 0.00% +162K +378.6% $2.01
1385 SWBI SMITH & WESSON BRANDS INC Industrials 28,606.0 $410K 0.00% NEW $14.33 +5.5%
1386 ROOT INC 9,261.0 $409K 0.00% -712.0 -7.1% $44.17
1387 TTEK TETRA TECH INC NEW Industrials 13,566.0 $409K 0.00% -203K -93.8% $30.12 -8.9%
1388 KR KROGER CO Consumer Defensive 5,641.0 $408K 0.00% NEW $72.36 -7.3%
1389 WELLS FARGO & CO 350.0 $404K 0.00% +73.0 +26.4% $1155.00
1390 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 11,213.0 $404K 0.00% +344.0 +3.2% $36.04 -6.5%
1391 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 11,999.0 $404K 0.00% NEW $33.67 +2.8%
1392 BZ KANZHUN LIMITED Industrials 30,099.0 $403K 0.00% NEW $13.39 +3.1%
1393 BANK AMERICA CORP 338.0 $403K 0.00% +22.0 +7.0% $1191.56
1394 IYH ISHARES TR 6,516.0 $402K 0.00% -403.0 -5.8% $61.64 +1.1%
1395 IBEX IBEX LTD Technology 14,940.0 $401K 0.00% +3K +26.9% $26.82 +19.5%
1396 IHF ISHARES TR 9,545.0 $399K 0.00% $41.85 +20.0%
1397 ASC ARDMORE SHIPPING CORP Industrials 26,186.0 $399K 0.00% -6K -17.9% $15.25 +26.5%
1398 CAC CAMDEN NATL CORP Financial Services 8,371.0 $397K 0.00% +3K +43.0% $47.45 +4.2%
1399 FTAI AVIATION LTD 1,621.0 $397K 0.00% -31.0 -1.9% $244.98
1400 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 142,649.0 $397K 0.00% -49K -25.5% $2.78 -9.7%
Page 70 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%