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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 20 of 40  ·  791 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CVSA COVISTA INC Consumer Cyclical 19,956.0 $2.3M 0.01% +5K +33.1% $115.25 +8.6%
382 QLD PROSHARES TR 37,524.0 $2.3M 0.01% +6K +20.5% $61.00 +52.6%
383 KMT KENNAMETAL INC Industrials 63,135.0 $2.3M 0.01% +11K +22.0% $36.13 -0.1%
384 AEM AGNICO EAGLE MINES LTD Basic Materials 11,209.0 $2.3M 0.01% +545.0 +5.1% $202.98 -13.3%
385 ASB ASSOCIATED BANC-CORP Financial Services 87,713.0 $2.3M 0.01% +10K +13.2% $25.86 +8.3%
386 DHT DHT HOLDINGS INC Energy 124,083.0 $2.3M 0.01% +10K +8.3% $18.27 -4.9%
387 KLIC KULICKE & SOFFA INDS INC Technology 34,311.0 $2.3M 0.01% +8K +30.2% $65.72 +58.9%
388 FFIC FLUSHING FINL CORP Financial Services 144,980.0 $2.2M 0.01% +19K +14.7% $15.36 +3.3%
389 BCS BARCLAYS PLC Financial Services 104,730.0 $2.2M 0.01% +17K +18.9% $21.16 +12.6%
390 QLYS QUALYS INC Technology 24,848.0 $2.2M 0.01% +17K +238.0% $87.85 +16.5%
391 PEN PENUMBRA INC Healthcare 6,618.0 $2.2M 0.01% +5K +227.0% $328.37 +0.1%
392 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 98,625.0 $2.1M 0.01% +42K +73.3% $21.75 +24.4%
393 NWSA NEWS CORP NEW Communication Services 85,627.0 $2.1M 0.01% +55K +176.4% $24.93 +3.9%
394 ADNT ADIENT PLC Consumer Cyclical 105,549.0 $2.1M 0.01% +1K +1.1% $20.21 +6.8%
395 FIDELIS INSURANCE HOLDINGS L 111,352.0 $2.1M 0.01% +11K +10.5% $19.11
396 ISHARES TR 45,791.0 $2.1M 0.01% +3K +7.5% $46.23
397 PEBO PEOPLES BANCORP INC Financial Services 64,301.0 $2.1M 0.01% +8K +14.1% $32.87 +5.1%
398 MTX MINERALS TECHNOLOGIES INC Basic Materials 29,786.0 $2.1M 0.01% +7K +31.4% $70.92 +8.3%
399 TRU TRANSUNION Industrials 30,382.0 $2.1M 0.01% +20K +187.9% $69.19 +2.1%
400 BY BYLINE BANCORP INC Financial Services 66,558.0 $2.1M 0.01% +9K +14.7% $31.57 +5.1%
Page 20 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%