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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 35 of 40  ·  791 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 SABR SABRE CORP Consumer Cyclical 270,910.0 $393K 0.00% +213K +368.7% $1.45 +9.0%
682 CENTRAIS ELET BRAS SA 34,802.0 $393K 0.00% +3K +8.9% $11.28
683 FATE FATE THERAPEUTICS INC Healthcare 324,788.0 $390K 0.00% +203K +167.3% $1.20 +75.0%
684 AMTB AMERANT BANCORP INC Financial Services 17,671.0 $389K 0.00% +3K +24.1% $22.04 +1.6%
685 PRLB PROTO LABS INC Industrials 6,788.0 $387K 0.00% +633.0 +10.3% $57.02 +24.7%
686 NABL N-ABLE INC Technology 80,732.0 $377K 0.00% +19K +31.0% $4.67 -23.8%
687 NVGS NAVIGATOR HLDGS LTD Energy 19,344.0 $374K 0.00% +5K +39.7% $19.33 +21.1%
688 STLA STELLANTIS N.V Consumer Cyclical 52,436.0 $372K 0.00% +7K +16.1% $7.09 +6.2%
689 IFRA ISHARES TR 6,495.0 $372K 0.00% +378.0 +6.2% $57.20 +5.8%
690 BILI BILIBILI INC Technology 16,443.0 $371K 0.00% +3K +18.9% $22.56 -22.1%
691 TEL TE CONNECTIVITY PLC Technology 1,746.0 $365K 0.00% +76.0 +4.5% $209.06 -3.7%
692 SPYV SPDR SERIES TRUST 6,290.0 $356K 0.00% +295.0 +4.9% $56.58 +7.1%
693 AROW ARROW FINL CORP Financial Services 10,395.0 $349K 0.00% +1K +11.1% $33.57 +9.5%
694 CRWV COREWEAVE INC Technology 4,400.0 $341K 0.00% +374.0 +9.3% $77.47 +38.9%
695 FUTU FUTU HLDGS LTD Financial Services 2,477.0 $339K 0.00% +797.0 +47.4% $136.76 -9.4%
696 GCMG GCM GROSVENOR INC Financial Services 34,408.0 $337K 0.00% +21K +162.2% $9.80 +8.7%
697 SSL SASOL LTD Basic Materials 25,994.0 $337K 0.00% +2K +7.8% $12.96 +0.5%
698 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 5,943.0 $337K 0.00% +1K +24.9% $56.63 -16.0%
699 CDNA CAREDX INC Healthcare 19,092.0 $331K 0.00% +9K +82.4% $17.36 +24.3%
700 CYRX CRYOPORT INC Industrials 40,007.0 $331K 0.00% +4K +12.1% $8.28 +71.7%
Page 35 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%