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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 78 of 94  ·  1,880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 TTGT TECHTARGET INC Communication Services 72,513.0 $281K 0.00% NEW $3.88 +24.5%
1542 FTV FORTIVE CORP Technology 5,085.0 $281K 0.00% NEW $55.28 +6.8%
1543 CODI COMPASS DIVERSIFIED Industrials 35,736.0 $281K 0.00% +5K +15.0% $7.86 +48.9%
1544 ESGV VANGUARD WORLD FD 2,500.0 $281K 0.00% $112.27 +16.6%
1545 GDRX GOODRX HLDGS INC Healthcare 142,688.0 $280K 0.00% +89K +167.1% $1.96 +30.6%
1546 FDN FIRST TR EXCHANGE-TRADED FD 1,194.0 $279K 0.00% $234.03 +16.1%
1547 SD SANDRIDGE ENERGY INC Energy 17,115.0 $279K 0.00% -14K -45.1% $16.31 -4.8%
1548 SRCE 1ST SOURCE CORP Financial Services 4,011.0 $278K 0.00% -4K -49.6% $69.21 +6.2%
1549 RDN RADIAN GROUP INC Financial Services 8,385.0 $277K 0.00% -40K -82.8% $33.08 +13.7%
1550 QSI QUANTUM SI INC Healthcare 357,688.0 $277K 0.00% NEW $0.77 +13.1%
1551 RXST RXSIGHT INC Healthcare 44,931.0 $277K 0.00% NEW $6.16 -0.0%
1552 FRST PRIMIS FINANCIAL CORP Financial Services 20,836.0 $277K 0.00% +7K +46.1% $13.28 +8.2%
1553 SLB SLB LIMITED Energy 5,384.0 $277K 0.00% -56K -91.3% $51.39 +11.5%
1554 COMMERCE.COM INC 103,146.0 $275K 0.00% $2.67
1555 FVRR FIVERR INTL LTD Communication Services 27,436.0 $275K 0.00% $10.02 +8.2%
1556 ONON ON HLDG AG Consumer Cyclical 8,048.0 $274K 0.00% -10K -54.4% $34.02 +15.2%
1557 DHS WISDOMTREE TR 2,504.0 $273K 0.00% +17.0 +0.7% $109.21 +3.2%
1558 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 2,801.0 $273K 0.00% +305.0 +12.2% $97.54 +9.8%
1559 CARY ANGEL OAK FUNDS TRUST 13,082.0 $272K 0.00% -74K -85.0% $20.77 -0.0%
1560 PRAXIS PRECISION MEDICINES I 842.0 $271K 0.00% +27.0 +3.3% $322.19
Page 78 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%