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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 7 of 13  ·  246 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 NXT NEXTPOWER INC Technology 5,175 $451K 0.00% SOLD
122 IIIN INSTEEL INDS INC Industrials 14,211 $450K 0.00% SOLD
123 TCOM TRIP COM GROUP LTD Consumer Cyclical 6,181 $444K 0.00% SOLD
124 WINA WINMARK CORP Consumer Cyclical 1,085 $439K 0.00% SOLD
125 DY DYCOM INDS INC Industrials 1,287 $435K 0.00% SOLD
126 SUI SUN CMNTYS INC Real Estate 3,467 $430K 0.00% SOLD
127 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 30,003 $428K 0.00% SOLD
128 BLKB BLACKBAUD INC Technology 6,751 $427K 0.00% SOLD
129 FCN FTI CONSULTING INC Industrials 2,472 $422K 0.00% SOLD
130 EVENTBRITE INC 94,222 $419K 0.00% SOLD
131 FORGE GLOBAL HOLDINGS INC 9,384 $418K 0.00% SOLD
132 PAGAYA TECHNOLOGIES LTD 19,984 $418K 0.00% SOLD
133 WCN WASTE CONNECTIONS INC Industrials 2,367 $415K 0.00% SOLD
134 WAFD WAFD INC Financial Services 12,897 $413K 0.00% SOLD
135 MHO M/I HOMES INC Consumer Cyclical 3,135 $401K 0.00% SOLD
136 BRC BRADY CORP Industrials 5,095 $399K 0.00% SOLD
137 SANM SANMINA CORPORATION Technology 2,639 $396K 0.00% SOLD
138 GIS GENERAL MLS INC Consumer Defensive 8,379 $390K 0.00% SOLD
139 HNI HNI CORP Industrials 9,245 $389K 0.00% SOLD
140 MH MCGRAW HILL INC Consumer Defensive 23,552 $389K 0.00% SOLD
Page 7 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%