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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 74 of 94  ·  1,880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 FIG PUT FIGMA INC Technology 40,000.0 $340K 0.00% NEW $8.49 +154.3%
1462 DIVERSIFIED ENERGY CO 19,462.0 $339K 0.00% NEW $17.44
1463 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 51,620.0 $339K 0.00% NEW $6.57 +40.6%
1464 FUTU FUTU HLDGS LTD Financial Services 2,477.0 $339K 0.00% +797.0 +47.4% $136.76 -9.4%
1465 SITE CTRS CORP 62,640.0 $338K 0.00% -37K -36.9% $5.40
1466 ACVA ACV AUCTIONS INC Consumer Cyclical 79,746.0 $338K 0.00% -17K -17.9% $4.24 +39.2%
1467 ROK ROCKWELL AUTOMATION INC Industrials 942.0 $338K 0.00% -9K -90.8% $358.72 +21.6%
1468 VIV TELEFONICA BRASIL SA Communication Services 21,212.0 $337K 0.00% -1K -4.8% $15.91 -11.2%
1469 GCMG GCM GROSVENOR INC Financial Services 34,408.0 $337K 0.00% +21K +162.2% $9.80 +8.7%
1470 SSL SASOL LTD Basic Materials 25,994.0 $337K 0.00% +2K +7.8% $12.96 +0.5%
1471 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 5,943.0 $337K 0.00% +1K +24.9% $56.63 -16.0%
1472 NATL NCR ATLEOS CORPORATION Technology 7,700.0 $336K 0.00% -865.0 -10.1% $43.58 +2.8%
1473 BOTZ GLOBAL X FDS 10,063.0 $334K 0.00% $33.22 +19.4%
1474 UITB VICTORY PORTFOLIOS II 7,100.0 $334K 0.00% $47.02 -1.2%
1475 CDNA CAREDX INC Healthcare 19,092.0 $331K 0.00% +9K +82.4% $17.36 +24.3%
1476 CYRX CRYOPORT INC Industrials 40,007.0 $331K 0.00% +4K +12.1% $8.28 +71.7%
1477 CIM CHIMERA INVT CORP Real Estate 26,367.0 $331K 0.00% -20K -42.6% $12.55 +5.9%
1478 IDXX IDEXX LABS INC Healthcare 588.0 $330K 0.00% -13K -95.8% $561.89 -1.6%
1479 RRC RANGE RES CORP Energy 7,298.0 $330K 0.00% -7K -47.9% $45.18 -6.9%
1480 SPLV INVESCO EXCH TRADED FD TR II 4,498.0 $329K 0.00% NEW $73.14 +0.8%
Page 74 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%