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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 73 of 94  ·  1,880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 3,931.0 $362K 0.00% NEW $92.04 -9.7%
1442 EOSE EOS ENERGY ENTERPRISES INC Industrials 72,764.0 $361K 0.00% -6K -7.4% $4.96 +64.7%
1443 ACCO ACCO BRANDS CORP Industrials 119,913.0 $360K 0.00% -96K -44.4% $3.00 +28.3%
1444 LRGF ISHARES TR 5,445.0 $359K 0.00% $66.00 +13.0%
1445 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 4,857.0 $359K 0.00% -4K -46.1% $73.90 +3.6%
1446 WAT WATERS CORP Healthcare 1,205.0 $359K 0.00% -128.0 -9.6% $297.80 +14.6%
1447 SPYV SPDR SERIES TRUST 6,290.0 $356K 0.00% +295.0 +4.9% $56.58 +7.1%
1448 IHRT IHEARTMEDIA INC Communication Services 121,657.0 $355K 0.00% -29K -19.4% $2.92 +67.1%
1449 YUMC YUM CHINA HLDGS INC Consumer Cyclical 7,236.0 $353K 0.00% -2K -25.2% $48.78 -6.6%
1450 IJJ ISHARES TR 2,650.0 $351K 0.00% -1K -29.0% $132.52 +5.6%
1451 EWCZ EUROPEAN WAX CTR INC Consumer Defensive 60,737.0 $351K 0.00% -5K -7.9% $5.78 +0.7%
1452 RNGR RANGER ENERGY SVCS INC Energy 20,441.0 $350K 0.00% -425.0 -2.0% $17.14 -4.4%
1453 SPSM SPDR SERIES TRUST 7,242.0 $350K 0.00% -6K -44.0% $48.32 +9.7%
1454 AROW ARROW FINL CORP Financial Services 10,395.0 $349K 0.00% +1K +11.1% $33.57 +9.5%
1455 FET FORUM ENERGY TECHNOLOGIES IN Energy 5,906.0 $346K 0.00% -1K -16.0% $58.66 -0.3%
1456 CNS COHEN & STEERS INC Financial Services 5,527.0 $346K 0.00% NEW $62.55 +15.3%
1457 VOOV VANGUARD ADMIRAL FDS INC 1,689.0 $344K 0.00% $203.81 +7.1%
1458 RC READY CAPITAL CORP Real Estate 212,262.0 $344K 0.00% NEW $1.62 +12.3%
1459 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 5,278.0 $344K 0.00% NEW $65.12 +13.5%
1460 CRWV COREWEAVE INC Technology 4,400.0 $341K 0.00% +374.0 +9.3% $77.47 +38.9%
Page 73 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%