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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 77 of 94  ·  1,880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 MILLROSE PPTYS INC 10,449.0 $293K 0.00% -102K -90.7% $28.00
1522 SSO PROSHARES TR 5,636.0 $292K 0.00% -4K -41.6% $51.88 +29.2%
1523 STGW STAGWELL INC Communication Services 46,183.0 $290K 0.00% +29K +161.5% $6.29 -1.1%
1524 PAYSAFE LIMITED 42,536.0 $290K 0.00% +31K +273.2% $6.81
1525 WEAV WEAVE COMMUNICATIONS INC Technology 62,681.0 $290K 0.00% NEW $4.62 +27.5%
1526 LXFR LUXFER HLDGS PLC Industrials 23,760.0 $289K 0.00% +2K +8.9% $12.18 +30.6%
1527 PHI PLDT INC Communication Services 13,728.0 $289K 0.00% -764.0 -5.3% $21.04 -10.5%
1528 IGF ISHARES TR 4,309.0 $289K 0.00% $67.00 +0.7%
1529 FETH FIDELITY ETHEREUM FD Financial Services 13,801.0 $288K 0.00% NEW $20.88 +2.2%
1530 QS QUANTUMSCAPE CORP Consumer Cyclical 45,141.0 $288K 0.00% +300.0 +0.7% $6.38 +20.2%
1531 BBAX J P MORGAN EXCHANGE TRADED F 4,834.0 $287K 0.00% +752.0 +18.4% $59.46 +4.0%
1532 DOCN DIGITALOCEAN HLDGS INC Technology 3,334.0 $286K 0.00% NEW $85.78 +84.6%
1533 XPEV XPENG INC Consumer Cyclical 16,714.0 $286K 0.00% +7K +66.2% $17.11 -11.5%
1534 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 6,166.0 $286K 0.00% -15K -70.5% $46.36 +2.9%
1535 ANIK ANIKA THERAPEUTICS INC Healthcare 19,678.0 $285K 0.00% +10K +95.4% $14.50 +3.6%
1536 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 848.0 $285K 0.00% +137.0 +19.3% $336.27 -8.2%
1537 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 5,037.0 $284K 0.00% +295.0 +6.2% $56.45 -9.6%
1538 EZPW EZCORP INC Financial Services 11,197.0 $284K 0.00% NEW $25.38 +31.8%
1539 TASK TASKUS INC Technology 42,200.0 $283K 0.00% NEW $6.71 -10.3%
1540 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 17,901.0 $281K 0.00% +2K +12.5% $15.72 -9.5%
Page 77 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%