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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 75 of 94  ·  1,880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 CL COLGATE PALMOLIVE CO Consumer Defensive 3,857.0 $329K 0.00% +34.0 +0.9% $85.22 +6.1%
1482 AUPH AURINIA PHARMACEUTICALS INC Healthcare 22,088.0 $327K 0.00% +8K +59.1% $14.82 +4.3%
1483 NAT NORDIC AMERICAN TANKERS LIMI Industrials 55,551.0 $326K 0.00% -82K -59.5% $5.86 -6.1%
1484 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 1,318.0 $325K 0.00% +555.0 +72.7% $246.87 -1.1%
1485 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 13,694.0 $325K 0.00% +1K +12.3% $23.74 +17.6%
1486 LOB LIVE OAK BANCSHARES INC Financial Services 9,804.0 $324K 0.00% +1K +14.7% $33.07 +13.1%
1487 HTLD HEARTLAND EXPRESS INC Industrials 31,137.0 $324K 0.00% +7K +29.6% $10.40 +37.3%
1488 TLS TELOS CORP MD Technology 77,281.0 $324K 0.00% NEW $4.19 +11.7%
1489 BLZE BACKBLAZE INC Technology 92,929.0 $321K 0.00% NEW $3.45 +113.6%
1490 TLRY TILRAY BRANDS INC Healthcare 49,552.0 $321K 0.00% NEW $6.47 -16.4%
1491 DEO DIAGEO PLC Consumer Defensive 4,290.0 $319K 0.00% -1K -21.1% $74.46 +15.5%
1492 CCAP CRESCENT CAP BDC INC Financial Services 26,200.0 $318K 0.00% +730.0 +2.9% $12.15 -5.8%
1493 CTO CTO RLTY GROWTH INC NEW Real Estate 17,175.0 $318K 0.00% +445.0 +2.7% $18.49 +10.8%
1494 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 2,850.0 $317K 0.00% +215.0 +8.2% $111.08 +9.3%
1495 EMBJ EMBRAER S.A. Industrials 5,318.0 $316K 0.00% +443.0 +9.1% $59.34 -4.8%
1496 PLAB PHOTRONICS INC Technology 7,798.0 $315K 0.00% NEW $40.41 +23.3%
1497 FISI FINANCIAL INSTITUTIONS INC Financial Services 9,924.0 $315K 0.00% NEW $31.71 +11.5%
1498 HIW HIGHWOODS PPTYS INC Real Estate 14,630.0 $313K 0.00% -124K -89.5% $21.41 +19.3%
1499 VNQ PUT VANGUARD INDEX FDS 125,000.0 $312K 0.00% NEW $2.50 +3766.8%
1500 TON STRATEGY CO 126,446.0 $312K 0.00% -21K -14.3% $2.47
Page 75 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%