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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 21 of 40  ·  791 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ZETA ZETA GLOBAL HOLDINGS CORP Technology 131,776.0 $2.1M 0.01% +117K +784.4% $15.92 +13.4%
402 SCHV SCHWAB STRATEGIC TR 67,944.0 $2.1M 0.01% +571.0 +0.8% $30.50 +9.2%
403 WDS WOODSIDE ENERGY GROUP LTD Energy 85,681.0 $2.0M 0.01% +48K +127.8% $23.88 -5.4%
404 MC MOELIS & CO Financial Services 35,886.0 $2.0M 0.01% +31K +591.6% $57.00 +15.4%
405 RLAY RELAY THERAPEUTICS INC Healthcare 205,310.0 $2.0M 0.01% +43K +26.5% $9.95 +36.0%
406 EQNR EQUINOR ASA Energy 48,174.0 $2.0M 0.01% +3K +7.8% $42.20 -8.0%
407 UFCS UNITED FIRE GROUP INC Financial Services 54,792.0 $2.0M 0.01% +2K +3.4% $37.06 +27.3%
408 HAFC HANMI FINL CORP Financial Services 76,727.0 $2.0M 0.01% +683.0 +0.9% $26.36 +14.5%
409 GFS GLOBALFOUNDRIES INC Technology 44,776.0 $2.0M 0.01% +21K +87.0% $44.48 +92.5%
410 VFMO VANGUARD WELLINGTON FD 10,086.0 $2.0M 0.01% +2K +23.3% $197.09 +16.5%
411 CMCO COLUMBUS MCKINNON CORP N Y Industrials 134,304.0 $2.0M 0.01% +3K +2.6% $14.53 +2.8%
412 TDOC TELADOC HEALTH INC Healthcare 357,931.0 $2.0M 0.01% +253K +240.0% $5.45 +20.6%
413 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 104,316.0 $1.9M 0.01% +13K +14.5% $18.52 -12.3%
414 CVE CENOVUS ENERGY INC Energy 72,466.0 $1.9M 0.01% +2K +2.6% $26.53 +13.3%
415 RNG RINGCENTRAL INC Technology 51,692.0 $1.9M 0.01% +23K +80.5% $37.19 +17.1%
416 SBUX STARBUCKS CORP Consumer Cyclical 21,446.0 $1.9M 0.01% +291.0 +1.4% $89.59 +15.1%
417 NGG NATIONAL GRID PLC Utilities 22,497.0 $1.9M 0.01% +3K +13.4% $84.60 +2.4%
418 AVEM AMERICAN CENTY ETF TR 23,407.0 $1.9M 0.01% +6K +34.1% $80.58 +15.5%
419 WELL WELLTOWER INC Real Estate 9,523.0 $1.9M 0.01% +8K +775.3% $197.71 +9.3%
420 EXPO EXPONENT INC Industrials 28,559.0 $1.9M 0.01% +13K +78.0% $65.25 -11.5%
Page 21 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%