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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 84 of 94  ·  1,880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 LPRO OPEN LENDING CORP Financial Services 170,605.0 $213K 0.00% +17K +10.9% $1.25 +55.2%
1662 BBEU J P MORGAN EXCHANGE TRADED F 2,942.0 $213K 0.00% -4K -55.3% $72.41 +7.5%
1663 XLU SELECT SECTOR SPDR TR 4,637.0 $213K 0.00% -1K -20.4% $45.89 -1.9%
1664 LKFN LAKELAND FINL CORP Financial Services 3,704.0 $213K 0.00% -5K -56.2% $57.38 +4.9%
1665 CIVB CIVISTA BANCSHARES INC Financial Services 9,312.0 $212K 0.00% -3K -22.9% $22.79 +12.6%
1666 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 69,101.0 $212K 0.00% NEW $3.07 -11.7%
1667 PAX PATRIA INVESTMENTS LIMITED Financial Services 16,823.0 $212K 0.00% -8K -33.0% $12.60 -11.4%
1668 GNL GLOBAL NET LEASE INC Real Estate 22,637.0 $212K 0.00% -28K -54.9% $9.36 +0.2%
1669 BX PUT BLACKSTONE INC Financial Services 55,000.0 $212K 0.00% NEW $3.85 +2979.7%
1670 RGTI RIGETTI COMPUTING INC Technology 15,029.0 $211K 0.00% -47K -75.7% $14.04 +20.2%
1671 RIG TRANSOCEAN LTD Energy 31,780.0 $211K 0.00% -179K -84.9% $6.63 +10.7%
1672 WKC WORLD KINECT CORPORATION Energy 9,096.0 $210K 0.00% -21K -69.3% $23.07 +26.1%
1673 BFST BUSINESS FIRST BANCSHARES IN Financial Services 7,758.0 $210K 0.00% -3K -29.4% $27.04 +3.6%
1674 MRTN MARTEN TRANS LTD Industrials 15,972.0 $210K 0.00% -864.0 -5.1% $13.13 +26.4%
1675 ICLN ISHARES TR 11,461.0 $210K 0.00% +1K +11.8% $18.29 +21.3%
1676 EMERA INC 4,041.0 $210K 0.00% NEW $51.87
1677 CTBI COMMUNITY TR BANCORP INC Financial Services 3,449.0 $209K 0.00% -1K -26.1% $60.72 +10.3%
1678 EMB ISHARES TR 2,229.0 $209K 0.00% -289.0 -11.5% $93.92 +1.1%
1679 JBS N.V. 11,643.0 $209K 0.00% +387.0 +3.4% $17.96
1680 BSAC BANCO SANTANDER CHILE NEW Financial Services 6,243.0 $208K 0.00% NEW $33.40 -5.7%
Page 84 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%