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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 85 of 94  ·  1,880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 NEBIUS GROUP N.V. 2,000.0 $208K 0.00% -1K -39.8% $103.76
1682 DISV DIMENSIONAL ETF TRUST 5,260.0 $207K 0.00% NEW $39.44 +7.0%
1683 CVGW CALAVO GROWERS INC Consumer Defensive 8,036.0 $207K 0.00% -12K -60.0% $25.79 +2.6%
1684 IPO RENAISSANCE CAP GREENWICH FD 4,948.0 $207K 0.00% $41.88 +26.2%
1685 REGCO REGENCY CTRS CORP Real Estate 2,734.0 $207K 0.00% -6K -69.6% $75.67 -69.8%
1686 DIEBOLD NIXDORF INC 2,740.0 $207K 0.00% NEW $75.44
1687 EOI EATON VANCE ENHANCED EQUITY Financial Services 11,000.0 $207K 0.00% $18.78 +5.0%
1688 NIQ GLOBAL INTELLIGENCE PLC 18,154.0 $206K 0.00% -47K -72.1% $11.37
1689 HRB BLOCK H & R INC Consumer Cyclical 6,498.0 $206K 0.00% NEW $31.74 +19.4%
1690 CHRS COHERUS ONCOLOGY INC Healthcare 121,967.0 $206K 0.00% +43K +54.1% $1.69 -7.1%
1691 WEC WEC ENERGY GROUP INC Utilities 1,779.0 $206K 0.00% -733.0 -29.2% $115.80 -4.4%
1692 VAW VANGUARD WORLD FD 914.0 $206K 0.00% -184.0 -16.8% $225.27 +0.6%
1693 CLNE CLEAN ENERGY FUELS CORP Energy 82,814.0 $205K 0.00% +53K +176.3% $2.48 -18.1%
1694 TRIPLE FLAG PRECIOUS METAL 5,911.0 $205K 0.00% NEW $34.71
1695 OBT ORANGE CNTY BANCORP INC Financial Services 6,411.0 $205K 0.00% NEW $31.98 +6.3%
1696 VPL VANGUARD INTL EQUITY INDEX F 2,089.0 $204K 0.00% NEW $97.73 +15.1%
1697 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 11,797.0 $204K 0.00% NEW $17.30 +14.9%
1698 JAMES RIV GROUP HOLDINGS INC 32,363.0 $204K 0.00% -9K -21.1% $6.30
1699 COMMUNITY WEST BANCSHARES NE 8,713.0 $203K 0.00% NEW $23.30
1700 AI C3 AI INC Technology 24,081.0 $203K 0.00% $8.42 +10.8%
Page 85 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%