BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 4 of 13  ·  246 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 7,233 $1.0M 0.00% SOLD
62 UPWK UPWORK INC Industrials 50,797 $1.0M 0.00% SOLD
63 DB DEUTSCHE BANK A G Financial Services 25,949 $1.0M 0.00% SOLD
64 BLACKROCK CALIF MUN INCOME T 91,821 $986K 0.00% SOLD
65 CSR CENTERSPACE Real Estate 14,692 $980K 0.00% SOLD
66 INSM INSMED INC Healthcare 5,563 $968K 0.00% SOLD
67 PACS PACS GROUP INC Financial Services 24,476 $940K 0.00% SOLD
68 PLXS PLEXUS CORP Technology 6,314 $928K 0.00% SOLD
69 FRONTIER COMMUNICATIONS PARE 23,997 $914K 0.00% SOLD
70 CORT CORCEPT THERAPEUTICS INC Healthcare 26,124 $909K 0.00% SOLD
71 GNRC GENERAC HLDGS INC Industrials 6,643 $906K 0.00% SOLD
72 CALY TOPGOLF CALLAWAY BRANDS CORP Consumer Cyclical 77,133 $900K 0.00% SOLD
73 XRAY DENTSPLY SIRONA INC Healthcare 77,450 $885K 0.00% SOLD
74 FORWARD INDS INC N Y 130,866 $865K 0.00% SOLD
75 DIGITALBRIDGE GROUP INC 55,867 $857K 0.00% SOLD
76 SWKS SKYWORKS SOLUTIONS INC Technology 13,286 $842K 0.00% SOLD
77 ABCL ABCELLERA BIOLOGICS INC Healthcare 245,963 $841K 0.00% SOLD
78 CMC COMMERCIAL METALS CO Basic Materials 12,089 $837K 0.00% SOLD
79 TNC TENNANT CO Industrials 11,154 $822K 0.00% SOLD
80 INDIVIOR PLC 22,468 $806K 0.00% SOLD
Page 4 of 13  ·  246 positions
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%