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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 39 of 40  ·  791 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 SUZ SUZANO S A Basic Materials 14,871.0 $149K 0.00% +677.0 +4.8% $10.01 -15.6%
762 SBSW SIBANYE STILLWATER LTD Basic Materials 11,757.0 $145K 0.00% +539.0 +4.8% $12.32 -3.9%
763 LNKB LINKBANCORP INC Financial Services 15,545.0 $130K 0.00% +2K +17.3% $8.34 +4.2%
764 GOSS GOSSAMER BIO INC Healthcare 393,739.0 $129K 0.00% +383K +3412.1% $0.33 -38.8%
765 HAIN HAIN CELESTIAL GROUP INC Consumer Defensive 172,247.0 $120K 0.00% +79K +84.3% $0.70 +5.3%
766 NEO NEOGENOMICS INC Healthcare 15,387.0 $114K 0.00% +310.0 +2.1% $7.42 +22.8%
767 NIO NIO INC Consumer Cyclical 18,850.0 $114K 0.00% +585.0 +3.2% $6.03 -7.1%
768 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 86,794.0 $113K 0.00% +17K +23.6% $1.30 -45.1%
769 LAB STANDARD BIOTOOLS INC Healthcare 118,550.0 $109K 0.00% +80K +207.5% $0.92 +13.1%
770 PBYI PUMA BIOTECHNOLOGY INC Healthcare 14,901.0 $95K +3K +29.6% $6.39 +10.3%
771 FORR FORRESTER RESH INC Industrials 16,338.0 $92K +4K +30.2% $5.66 +23.1%
772 RGP RESOURCES CONNECTION INC Industrials 23,808.0 $89K +6K +34.8% $3.73 +19.0%
773 INGN INOGEN INC Healthcare 14,103.0 $87K +4K +37.6% $6.18 +3.7%
774 MAPS WM TECHNOLOGY INC Technology 129,121.0 $85K +108K +507.0% $0.66 -43.8%
775 HLLY HOLLEY INC Consumer Cyclical 27,477.0 $84K +11K +62.3% $3.07 -20.5%
776 MXCT MAXCYTE INC Healthcare 115,200.0 $81K +103K +850.1% $0.70 +50.9%
777 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 41,357.0 $73K +31K +310.9% $1.76 +104.5%
778 LOANDEPOT INC 50,843.0 $72K +14K +36.3% $1.42
779 SKIN THE BEAUTY HEALTH COMPANY Consumer Defensive 80,536.0 $72K +57K +242.8% $0.89 -23.9%
780 DCGO DOCGO INC Healthcare 111,061.0 $70K +89K +398.0% $0.63 -4.4%
Page 39 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%