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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 25 of 40  ·  791 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 PAGS PAGSEGURO DIGITAL LTD Technology 140,650.0 $1.4M 0.01% +104K +285.6% $10.02 -8.8%
482 CBL CBL & ASSOC PPTYS INC Real Estate 36,204.0 $1.4M 0.01% +2K +7.2% $38.43 +22.9%
483 NWN NORTHWEST NAT HLDG CO Utilities 25,873.0 $1.4M 0.01% +2K +9.0% $53.22 -6.2%
484 KN KNOWLES CORP Technology 53,561.0 $1.4M 0.01% +28K +109.5% $25.68 +42.8%
485 ALIT ALIGHT INC Technology 2,359,833.0 $1.4M 0.01% +2.0M +654.3% $0.58 +40.4%
486 PFS PROVIDENT FINL SVCS INC Financial Services 64,925.0 $1.4M 0.01% +9K +17.1% $21.16 +4.2%
487 RCKT ROCKET PHARMACEUTICALS INC Healthcare 381,839.0 $1.4M 0.01% +343K +891.1% $3.58 -17.3%
488 BCPC BALCHEM CORP Basic Materials 8,035.0 $1.4M 0.01% +1K +17.7% $169.48 -4.6%
489 MCW MISTER CAR WASH INC Consumer Cyclical 192,366.0 $1.3M 0.01% +30K +18.2% $6.97 +1.9%
490 SCL STEPAN CO Basic Materials 26,583.0 $1.3M 0.01% +10K +57.4% $49.98 +4.2%
491 KRNY KEARNY FINL CORP MD Financial Services 174,329.0 $1.3M 0.01% +18K +11.8% $7.55 +8.6%
492 SLF SUN LIFE FINANCIAL INC. Financial Services 21,011.0 $1.3M 0.01% +1K +6.6% $62.56 +16.8%
493 MINT PIMCO ETF TR 13,046.0 $1.3M 0.01% +11K +476.0% $100.57 +0.1%
494 EFV ISHARES TR 17,608.0 $1.3M 0.01% +4K +33.7% $74.35 +5.8%
495 WES WESTERN MIDSTREAM PARTNERS L Energy 31,611.0 $1.3M 0.01% +506.0 +1.6% $41.17 +11.8%
496 SU SUNCOR ENERGY INC NEW Energy 19,556.0 $1.3M 0.01% +2K +11.5% $66.11 +1.9%
497 VICI VICI PPTYS INC Real Estate 47,061.0 $1.3M 0.01% +10K +26.4% $27.32 +4.3%
498 STM STMICROELECTRONICS N V Technology 37,103.0 $1.3M 0.01% +10K +35.3% $34.55 +93.5%
499 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 42,533.0 $1.3M 0.01% +707.0 +1.7% $30.12 +13.1%
500 CSX CSX CORP Industrials 31,047.0 $1.3M 0.01% +6K +23.5% $41.05 +10.9%
Page 25 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%