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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 9 of 13  ·  246 positions
# Ticker Company Sector Shares Value ↓ % Port Status
161 RHLD RESOLUTE HLDGS MGMT INC Industrials 1,520 $314K 0.00% SOLD
162 SURROZEN INC 13,471 $304K 0.00% SOLD
163 ENVX ENOVIX CORPORATION Industrials 41,376 $302K 0.00% SOLD
164 CNX CNX RES CORP Energy 8,017 $295K 0.00% SOLD
165 WOR WORTHINGTON ENTERPRISES INC Industrials 5,572 $287K 0.00% SOLD
166 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 5,530 $287K 0.00% SOLD
167 EL LAUDER ESTEE COS INC Consumer Defensive 2,703 $283K 0.00% SOLD
168 AVB AVALONBAY CMNTYS INC Real Estate 1,551 $281K 0.00% SOLD
169 ROG ROGERS CORP Technology 3,057 $280K 0.00% SOLD
170 FSLR FIRST SOLAR INC Energy 1,067 $279K 0.00% SOLD
171 TRST TRUSTCO BK CORP N Y Financial Services 6,732 $278K 0.00% SOLD
172 NTST NETSTREIT CORP Real Estate 15,602 $275K 0.00% SOLD
173 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 4,144 $275K 0.00% SOLD
174 AMER SPORTS INC 7,294 $272K 0.00% SOLD
175 FOX FOX CORP Communication Services 4,185 $272K 0.00% SOLD
176 BFS SAUL CTRS INC Real Estate 8,476 $267K 0.00% SOLD
177 MYRG MYR GROUP INC DEL Industrials 1,211 $265K 0.00% SOLD
178 CTRI CENTURI HOLDINGS INC Utilities 10,147 $256K 0.00% SOLD
179 FAS DIREXION SHS ETF TR 1,512 $254K 0.00% SOLD
180 EFC ELLINGTON FINANCIAL INC Real Estate 18,688 $254K 0.00% SOLD
Page 9 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%