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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 23 of 40  ·  791 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SCHM SCHWAB STRATEGIC TR 55,614.0 $1.7M 0.01% +6K +12.4% $30.96 +12.2%
442 CLEARWAY ENERGY INC 43,862.0 $1.7M 0.01% +8K +23.8% $39.17
443 SCHL SCHOLASTIC CORP Communication Services 43,963.0 $1.7M 0.01% +2K +5.3% $39.06 +4.2%
444 ASGN ASGN INC Technology 44,034.0 $1.7M 0.01% +3K +7.3% $38.71 -50.6%
445 BXSL BLACKSTONE SECD LENDING FD Financial Services 71,251.0 $1.7M 0.01% +31K +76.4% $23.69 -1.5%
446 BROOKFIELD ASSET MANAGMT LTD 37,965.0 $1.7M 0.01% +28K +271.1% $44.45
447 AMBA AMBARELLA INC Technology 32,408.0 $1.7M 0.01% +21K +185.8% $51.48 +70.1%
448 PKX POSCO HOLDINGS INC Basic Materials 28,376.0 $1.7M 0.01% +7K +34.5% $58.49 +27.4%
449 FSLY FASTLY INC Technology 56,883.0 $1.7M 0.01% +46K +405.2% $29.06 -43.8%
450 BLBD BLUE BIRD CORP Consumer Cyclical 29,024.0 $1.6M 0.01% +16K +127.2% $56.79 +16.7%
451 EPAM EPAM SYS INC Technology 12,005.0 $1.6M 0.01% +4K +48.9% $135.40 -24.2%
452 VRE VERIS RESIDENTIAL INC Real Estate 85,677.0 $1.6M 0.01% +6K +8.1% $18.87 +0.7%
453 WSFS WSFS FINL CORP Financial Services 24,427.0 $1.6M 0.01% +14K +125.7% $65.46 +9.5%
454 IMO IMPERIAL OIL LTD Energy 12,175.0 $1.6M 0.01% +195.0 +1.6% $130.82 +1.8%
455 PD PAGERDUTY INC Technology 255,714.0 $1.6M 0.01% +178K +229.6% $6.21 +15.9%
456 AIP ARTERIS INC Technology 96,055.0 $1.6M 0.01% +25K +34.9% $16.44 +120.7%
457 IPGP IPG PHOTONICS CORP Technology 13,745.0 $1.6M 0.01% +10K +252.3% $114.59 +3.8%
458 KFY KORN FERRY Industrials 24,939.0 $1.6M 0.01% +20K +453.5% $62.95 +8.1%
459 BMBL BUMBLE INC Technology 480,317.0 $1.6M 0.01% +350K +269.9% $3.26 -4.6%
460 UYLD ANGEL OAK FUNDS TRUST 30,671.0 $1.6M 0.01% +13K +71.8% $51.04 +0.2%
Page 23 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%