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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 27 of 40  ·  791 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 ACDC PROFRAC HLDG CORP Energy 180,075.0 $1.1M 0.01% +47K +34.9% $6.20 +15.3%
522 THFF FIRST FINANCIAL CORPORATION Financial Services 17,530.0 $1.1M 0.01% +2K +16.4% $63.20 +8.5%
523 FLYW FLYWIRE CORPORATION Technology 94,766.0 $1.1M 0.01% +35K +59.5% $11.64 +38.5%
524 REX REX AMERICAN RES CORP Basic Materials 24,175.0 $1.1M 0.01% +7K +38.3% $45.57 +7.0%
525 VNDA VANDA PHARMACEUTICALS INC Healthcare 158,070.0 $1.1M 0.01% +127K +408.8% $6.91 -10.4%
526 DFAX DIMENSIONAL ETF TRUST 32,055.0 $1.1M 0.01% +3K +12.2% $33.97 +9.3%
527 LFST LIFESTANCE HEALTH GROUP INC Healthcare 170,645.0 $1.1M 0.01% +66K +63.3% $6.37 +16.0%
528 BMO BANK MONTREAL MEDIUM Financial Services 8,017.0 $1.1M 0.01% +1K +16.8% $135.35 +18.9%
529 ANNX ANNEXON INC Healthcare 195,764.0 $1.1M 0.01% +13K +7.0% $5.54 -4.2%
530 AVDE AMERICAN CENTY ETF TR 12,781.0 $1.1M 0.01% +9K +221.1% $84.84 +7.0%
531 MCHI ISHARES TR 19,247.0 $1.1M 0.01% +2K +12.5% $56.18 -1.1%
532 CM CANADIAN IMPERIAL BANK OF CO Financial Services 11,390.0 $1.1M 0.01% +518.0 +4.8% $94.75 +21.9%
533 ASIX ADVANSIX INC Basic Materials 44,120.0 $1.1M 0.01% +31K +248.4% $24.40 -8.8%
534 BBJP J P MORGAN EXCHANGE TRADED F 15,581.0 $1.1M 0.01% +1K +10.4% $68.91 +8.1%
535 URA GLOBAL X FDS 22,118.0 $1.1M 0.01% +13K +130.1% $48.43 +1.1%
536 XHR XENIA HOTELS & RESORTS INC Real Estate 71,256.0 $1.1M 0.01% +22K +44.2% $14.83 +13.4%
537 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 14,015.0 $1.0M 0.01% +7K +93.2% $74.89 +15.6%
538 SAIL SAILPOINT INC Technology 78,937.0 $1.0M 0.01% +69K +670.3% $13.24 +19.0%
539 NOV NOV INC Energy 55,432.0 $1.0M 0.01% +12K +26.4% $18.81 +10.6%
540 NATWEST GROUP PLC 69,529.0 $1.0M 0.01% +9K +14.2% $14.90
Page 27 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%