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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 88 of 94  ·  1,880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 APPS DIGITAL TURBINE INC Technology 55,847.0 $161K 0.00% -26K -31.6% $2.88 +54.9%
1742 HUMA HUMACYTE INC Healthcare 264,319.0 $160K 0.00% NEW $0.61 +68.1%
1743 UIS UNISYS CORP Technology 77,456.0 $160K 0.00% +60K +354.7% $2.07 +43.5%
1744 WNC WABASH NATL CORP Industrials 18,533.0 $160K 0.00% NEW $8.62 -19.3%
1745 BCBP BCB BANCORP INC Financial Services 17,750.0 $159K 0.00% -6K -25.9% $8.98 +9.2%
1746 OM OUTSET MED INC Healthcare 39,737.0 $153K 0.00% NEW $3.84 +10.9%
1747 GETY GETTY IMAGES HOLDINGS INC Communication Services 191,541.0 $152K 0.00% +173K +935.6% $0.79 +31.1%
1748 UA UNDER ARMOUR INC Consumer Cyclical 25,834.0 $150K 0.00% NEW $5.79 -13.1%
1749 SUZ SUZANO S A Basic Materials 14,871.0 $149K 0.00% +677.0 +4.8% $10.01 -15.6%
1750 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 112,698.0 $149K 0.00% NEW $1.32 -5.3%
1751 ICL ICL GROUP LTD Basic Materials 28,190.0 $146K 0.00% -17K -37.9% $5.18 +24.9%
1752 TUHURA BIOSCIENCES INC 81,316.0 $146K 0.00% NEW $1.79
1753 SBSW SIBANYE STILLWATER LTD Basic Materials 11,757.0 $145K 0.00% +539.0 +4.8% $12.32 -3.9%
1754 KRRO KORRO BIO INC Healthcare 12,777.0 $145K 0.00% NEW $11.32 -1.1%
1755 ARLO ARLO TECHNOLOGIES INC Industrials 10,163.0 $145K 0.00% NEW $14.23 -10.5%
1756 ABEV AMBEV SA Consumer Defensive 49,502.0 $145K 0.00% $2.92 +12.0%
1757 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 48,915.0 $144K 0.00% -27K -35.2% $2.94 -5.8%
1758 CRNC CERENCE INC Technology 22,167.0 $140K 0.00% NEW $6.31 +53.6%
1759 DNA GINKGO BIOWORKS HOLDINGS INC Healthcare 22,626.0 $139K 0.00% NEW $6.13 +31.8%
1760 PAL PROFICIENT AUTO LOGISTICS IN Industrials 20,446.0 $139K 0.00% NEW $6.78 -24.8%
Page 88 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%