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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 29 of 40  ·  791 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 JJSF J & J SNACK FOODS CORP Consumer Defensive 11,655.0 $924K 0.00% +8K +249.3% $79.27 -7.0%
562 NTES NETEASE COM INC Technology 8,169.0 $914K 0.00% +3K +49.5% $111.94 +2.1%
563 SHYG ISHARES TR 21,525.0 $911K 0.00% +150.0 +0.7% $42.31 +0.3%
564 MDLZ MONDELEZ INTL INC Consumer Defensive 15,668.0 $903K 0.00% +425.0 +2.8% $57.64 +6.7%
565 OEC ORION S.A. Basic Materials 137,637.0 $895K 0.00% +93K +205.9% $6.50 +4.0%
566 TKC TURKCELL ILETISIM Communication Services 148,263.0 $894K 0.00% +92K +164.0% $6.03 -0.3%
567 SFIX STITCH FIX INC Consumer Cyclical 264,893.0 $877K 0.00% +125K +89.3% $3.31 -3.3%
568 UDMY UDEMY INC Consumer Defensive 189,711.0 $876K 0.00% +119K +167.9% $4.62 +0.2%
569 IEX IDEX CORP Industrials 4,612.0 $874K 0.00% +974.0 +26.8% $189.54 +8.5%
570 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 25,136.0 $861K 0.00% +6K +28.1% $34.26 +13.8%
571 ATEC ALPHATEC HLDGS INC Healthcare 79,019.0 $860K 0.00% +20K +34.8% $10.88 -24.4%
572 VOD VODAFONE GROUP PLC Communication Services 57,021.0 $856K 0.00% +22K +61.2% $15.02 +1.5%
573 ABM ABM INDS INC Industrials 22,211.0 $856K 0.00% +10K +89.0% $38.52 +4.2%
574 SRE SEMPRA Utilities 8,746.0 $850K 0.00% +5K +138.5% $97.17 -5.9%
575 HLN HALEON PLC Healthcare 83,677.0 $838K 0.00% +512.0 +0.6% $10.01 -6.9%
576 HLF HERBALIFE LTD Consumer Defensive 56,808.0 $836K 0.00% +28K +94.6% $14.72 -13.8%
577 WASH WASHINGTON TR BANCORP INC Financial Services 24,471.0 $819K 0.00% +11K +85.9% $33.46 -4.0%
578 AHCO ADAPTHEALTH CORP Healthcare 67,666.0 $805K 0.00% +52K +326.8% $11.90 -11.5%
579 AVUV AMERICAN CENTY ETF TR 7,256.0 $802K 0.00% +2K +36.8% $110.47 +7.9%
580 HUN HUNTSMAN CORP Basic Materials 59,818.0 $796K 0.00% +5K +9.2% $13.31 +8.0%
Page 29 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%