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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 5 of 13  ·  246 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 NAC NUVEEN CA QUALTY MUN INCOME Financial Services 64,754 $765K 0.00% SOLD
82 SRRK SCHOLAR ROCK HLDG CORP Healthcare 17,203 $758K 0.00% SOLD
83 GIB CGI INC Technology 7,967 $735K 0.00% SOLD
84 PBA PEMBINA PIPELINE CORP Energy 19,068 $726K 0.00% SOLD
85 BNL BROADSTONE NET LEASE INC Real Estate 41,534 $721K 0.00% SOLD
86 IMVP INVESCO INDIA EXCHANGE-TRADE 29,525 $718K 0.00% SOLD
87 EDOW FIRST TR EXCHANGE-TRADED FD 17,316 $715K 0.00% SOLD
88 TTMI TTM TECHNOLOGIES INC Technology 10,349 $714K 0.00% SOLD
89 HIGH SIMPLIFY EXCHANGE TRADED FUN 31,925 $712K 0.00% SOLD
90 PFF ISHARES TR 22,789 $706K 0.00% SOLD
91 AGILON HEALTH INC 1,002,999 $691K 0.00% SOLD
92 OCFC OCEANFIRST FINL CORP Financial Services 37,738 $677K 0.00% SOLD
93 FICO FAIR ISAAC CORP Technology 392 $663K 0.00% SOLD
94 CIVITAS RESOURCES INC 24,174 $655K 0.00% SOLD
95 UNM UNUM GROUP Financial Services 8,363 $648K 0.00% SOLD
96 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 28,942 $646K 0.00% SOLD
97 OLYMPIC STEEL INC 15,077 $645K 0.00% SOLD
98 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 7,639 $644K 0.00% SOLD
99 APLS APELLIS PHARMACEUTICALS INC Healthcare 25,500 $641K 0.00% SOLD
100 NEU NEWMARKET CORP Basic Materials 925 $636K 0.00% SOLD
Page 5 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%