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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 36 of 40  ·  791 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 CL COLGATE PALMOLIVE CO Consumer Defensive 3,857.0 $329K 0.00% +34.0 +0.9% $85.22 +6.1%
702 AUPH AURINIA PHARMACEUTICALS INC Healthcare 22,088.0 $327K 0.00% +8K +59.1% $14.82 +4.3%
703 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 1,318.0 $325K 0.00% +555.0 +72.7% $246.87 -1.1%
704 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 13,694.0 $325K 0.00% +1K +12.3% $23.74 +17.6%
705 LOB LIVE OAK BANCSHARES INC Financial Services 9,804.0 $324K 0.00% +1K +14.7% $33.07 +13.1%
706 HTLD HEARTLAND EXPRESS INC Industrials 31,137.0 $324K 0.00% +7K +29.6% $10.40 +37.3%
707 CCAP CRESCENT CAP BDC INC Financial Services 26,200.0 $318K 0.00% +730.0 +2.9% $12.15 -5.8%
708 CTO CTO RLTY GROWTH INC NEW Real Estate 17,175.0 $318K 0.00% +445.0 +2.7% $18.49 +10.8%
709 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 2,850.0 $317K 0.00% +215.0 +8.2% $111.08 +9.3%
710 EMBJ EMBRAER S.A. Industrials 5,318.0 $316K 0.00% +443.0 +9.1% $59.34 -4.8%
711 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 16,120.0 $309K 0.00% +121.0 +0.8% $19.15 -6.1%
712 SBS COMPANHIA DE SANEAMENTO BASI Utilities 9,849.0 $301K 0.00% +1K +16.1% $30.51 -80.8%
713 STGW STAGWELL INC Communication Services 46,183.0 $290K 0.00% +29K +161.5% $6.29 -1.1%
714 PAYSAFE LIMITED 42,536.0 $290K 0.00% +31K +273.2% $6.81
715 LXFR LUXFER HLDGS PLC Industrials 23,760.0 $289K 0.00% +2K +8.9% $12.18 +30.6%
716 QS QUANTUMSCAPE CORP Consumer Cyclical 45,141.0 $288K 0.00% +300.0 +0.7% $6.38 +20.2%
717 BBAX J P MORGAN EXCHANGE TRADED F 4,834.0 $287K 0.00% +752.0 +18.4% $59.46 +4.0%
718 XPEV XPENG INC Consumer Cyclical 16,714.0 $286K 0.00% +7K +66.2% $17.11 -11.5%
719 ANIK ANIKA THERAPEUTICS INC Healthcare 19,678.0 $285K 0.00% +10K +95.4% $14.50 +3.6%
720 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 848.0 $285K 0.00% +137.0 +19.3% $336.27 -8.2%
Page 36 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%