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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 79 of 94  ·  1,880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 FANG DIAMONDBACK ENERGY INC Energy 1,371.0 $271K 0.00% NEW $197.84 +1.6%
1562 INGRAM MICRO HLDG CORP 11,594.0 $270K 0.00% NEW $23.31
1563 ORBS EIGHTCO HOLDINGS INC Technology 289,868.0 $270K 0.00% NEW $0.93 -2.4%
1564 TLK TELEKOMUNIKASI IND Communication Services 14,419.0 $269K 0.00% +836.0 +6.2% $18.68 -6.6%
1565 FIRST HAWAIIAN INC 10,893.0 $268K 0.00% -5K -31.0% $24.64
1566 ACMR ACM RESH INC Technology 6,821.0 $268K 0.00% NEW $39.35 +81.9%
1567 GNW GENWORTH FINL INC Financial Services 33,050.0 $268K 0.00% -186K -84.9% $8.12 +13.9%
1568 FMNB FARMERS NATIONAL BANC CORP Financial Services 20,346.0 $268K 0.00% -9K -31.0% $13.16 +8.2%
1569 CLSK CLEANSPARK INC Technology 31,374.0 $267K 0.00% $8.51 +85.2%
1570 DOLE DOLE PLC Consumer Defensive 18,683.0 $267K 0.00% -6K -24.2% $14.29 +1.8%
1571 CAE CAE INC Industrials 10,245.0 $267K 0.00% NEW $26.05 +3.4%
1572 TAL TAL ED GROUP Consumer Defensive 23,428.0 $266K 0.00% +8K +56.4% $11.37 -7.9%
1573 RYANAIR HOLDINGS PLC 4,607.0 $266K 0.00% +792.0 +20.8% $57.80
1574 ARDT ARDENT HEALTH INC Healthcare 31,106.0 $266K 0.00% +18K +140.5% $8.56 +7.6%
1575 JNK SPDR SERIES TRUST 2,776.0 $266K 0.00% $95.72 +0.5%
1576 BZAI BLAIZE HLDGS INC Technology 145,595.0 $265K 0.00% NEW $1.82 -17.0%
1577 GTM ZOOMINFO TECHNOLOGIES INC Technology 44,218.0 $264K 0.00% -77K -63.6% $5.98 -40.3%
1578 XLP SELECT SECTOR SPDR TR 3,213.0 $263K 0.00% +64.0 +2.0% $81.99 +3.3%
1579 LOGI LOGITECH INTL S A Technology 2,866.0 $261K 0.00% -439.0 -13.3% $91.13 +16.1%
1580 EWT ISHARES INC 3,667.0 $260K 0.00% +30.0 +0.8% $70.92 +33.2%
Page 79 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%