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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 91 of 94  ·  1,880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 VSTS VESTIS CORPORATION Industrials 12,209.0 $96K -33K -72.9% $7.86 +48.9%
1802 PBYI PUMA BIOTECHNOLOGY INC Healthcare 14,901.0 $95K +3K +29.6% $6.39 +10.3%
1803 GRFS GRIFOLS S A Healthcare 11,774.0 $94K -5K -28.6% $8.02 +1.1%
1804 FORR FORRESTER RESH INC Industrials 16,338.0 $92K +4K +30.2% $5.66 +23.1%
1805 CXDO CREXENDO INC Communication Services 14,763.0 $91K NEW $6.17 +55.6%
1806 RGP RESOURCES CONNECTION INC Industrials 23,808.0 $89K +6K +34.8% $3.73 +19.0%
1807 INGN INOGEN INC Healthcare 14,103.0 $87K +4K +37.6% $6.18 +3.7%
1808 GAMB GAMBLING COM GROUP LIMITED Consumer Cyclical 22,442.0 $87K NEW $3.88 -36.3%
1809 SVV SAVERS VALUE VLG INC Consumer Cyclical 11,521.0 $86K NEW $7.44 +6.2%
1810 CGEN COMPUGEN LTD Healthcare 40,000.0 $85K $2.13 +22.5%
1811 MAPS WM TECHNOLOGY INC Technology 129,121.0 $85K +108K +507.0% $0.66 -43.8%
1812 HLLY HOLLEY INC Consumer Cyclical 27,477.0 $84K +11K +62.3% $3.07 -20.5%
1813 CRCT CRICUT INC Technology 22,444.0 $84K -21K -48.0% $3.74 +7.2%
1814 QUAD QUAD / GRAPHICS INC Industrials 12,668.0 $84K $6.61 +13.8%
1815 ACRE ARES COML REAL ESTATE CORP Real Estate 16,912.0 $81K -3K -13.2% $4.80 +1.7%
1816 MXCT MAXCYTE INC Healthcare 115,200.0 $81K +103K +850.1% $0.70 +50.9%
1817 JFR NUVEEN FLOATING RATE INCOME Financial Services 10,378.0 $78K $7.52 +0.4%
1818 HAFN HAFNIA LTD Industrials 10,000.0 $76K NEW $7.60 +16.3%
1819 DC DAKOTA GOLD CORP Basic Materials 15,000.0 $76K $5.05 +6.3%
1820 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 41,357.0 $73K +31K +310.9% $1.76 +104.5%
Page 91 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%