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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 93 of 94  ·  1,880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 CMTG CLAROS MTG TR INC Real Estate 22,290.0 $53K -18K -44.9% $2.38 -8.4%
1842 MVIS MICROVISION INC DEL Technology 82,454.0 $53K NEW $0.64 -6.3%
1843 NRDY NERDY INC Technology 63,743.0 $52K NEW $0.82 -5.7%
1844 OFFERPAD SOLUTIONS INC 78,220.0 $51K $0.66
1845 MYPS PLAYSTUDIOS INC Technology 108,624.0 $51K +32K +42.5% $0.47 -5.2%
1846 MDXG MIMEDX GROUP INC Healthcare 11,894.0 $47K NEW $3.95 -8.6%
1847 JASPER THERAPEUTICS INC 51,428.0 $45K +1K +2.0% $0.88
1848 FFAI FARADAY FUTURE INTLGT ELEC I Consumer Cyclical 157,827.0 $43K +136K +625.1% $0.27 +27.9%
1849 CURV TORRID HLDGS INC Consumer Cyclical 23,369.0 $42K NEW $1.78 -24.2%
1850 GGB GERDAU SA Basic Materials 11,041.0 $40K -75.0 -0.7% $3.61 +30.2%
1851 AVD AMERICAN VANGUARD CORP Basic Materials 15,892.0 $40K +4K +29.8% $2.49 +14.9%
1852 YEXT YEXT INC Technology 10,209.0 $39K NEW $3.84 -6.5%
1853 BARK INC 75,817.0 $38K NEW $0.51
1854 ATAIBECKLEY INC 10,019.0 $35K NEW $3.54
1855 CLPR CLIPPER RLTY INC Real Estate 10,680.0 $32K +57.0 +0.5% $3.02 +2.3%
1856 KLC KINDERCARE LEARNING COMPANIE Consumer Defensive 13,794.0 $30K NEW $2.20 +68.6%
1857 BHR BRAEMAR HOTELS & RESORTS INC Real Estate 12,839.0 $30K NEW $2.36 +5.9%
1858 RBBN RIBBON COMMUNICATIONS INC Communication Services 14,129.0 $30K NEW $2.12 +25.5%
1859 POWW OUTDOOR HOLDING CO Industrials 14,069.0 $28K NEW $2.01 -0.0%
1860 TMCI TREACE MED CONCEPTS INC Healthcare 20,986.0 $28K NEW $1.34 +110.4%
Page 93 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%