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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 10 of 40  ·  791 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DOCU DOCUSIGN INC Technology 284,050.0 $13.5M 0.06% +185K +187.2% $47.41 +3.3%
182 IVE ISHARES TR 63,498.0 $13.4M 0.06% +2K +4.0% $211.15 +7.1%
183 GTLB GITLAB INC Technology 616,034.0 $13.3M 0.06% +138K +28.9% $21.64 +18.4%
184 FRT FEDERAL RLTY INVT TR NEW Real Estate 123,910.0 $13.2M 0.06% +14K +13.1% $106.21 +11.7%
185 PFE PFIZER INC Healthcare 466,278.0 $13.1M 0.06% +146K +45.4% $28.08 -7.6%
186 DIS DISNEY WALT CO Communication Services 135,500.0 $13.1M 0.06% +27K +24.9% $96.38 +7.5%
187 FIS FIDELITY NATL INFORMATION SV Technology 276,526.0 $13.0M 0.06% +251K +1004.2% $46.91 -7.0%
188 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 157,198.0 $12.9M 0.06% +6K +3.7% $82.13 -17.8%
189 GRMN GARMIN LTD Technology 55,431.0 $12.9M 0.06% +5K +10.6% $232.01 +3.3%
190 BPOP POPULAR INC Financial Services 95,806.0 $12.9M 0.06% +8K +9.7% $134.17 +11.4%
191 IEMG ISHARES INC 182,644.0 $12.7M 0.06% +36K +24.2% $69.75 +15.5%
192 ACWX ISHARES TR 183,318.0 $12.6M 0.06% +52K +39.6% $68.47 +10.0%
193 OSK OSHKOSH CORP Industrials 84,913.0 $12.5M 0.06% +14K +18.9% $147.21 -13.6%
194 VRTX VERTEX PHARMACEUTICALS INC Healthcare 27,175.0 $12.1M 0.06% +5K +20.6% $446.54 -3.6%
195 AGG ISHARES TR 120,280.0 $11.9M 0.06% +1K +1.0% $99.27 -0.9%
196 HUBS HUBSPOT INC Technology 48,794.0 $11.9M 0.06% +15K +46.4% $244.10 -18.7%
197 CGNX COGNEX CORP Technology 242,708.0 $11.9M 0.06% +116K +91.4% $48.99 +31.2%
198 INGR INGREDION INC Consumer Defensive 104,949.0 $11.8M 0.06% +16K +18.4% $112.66 -9.3%
199 BALL BALL CORP Consumer Cyclical 200,001.0 $11.8M 0.06% +153K +327.0% $59.11 -4.7%
200 FISV FISERV INC Technology 209,902.0 $11.7M 0.05% +154K +274.4% $55.80 +0.0%
Page 10 of 40  ·  791 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%