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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 13 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AIRJ AIRJOULE TECHNOLOGIES CORP Industrials 50,640.0 $127K 0.00% NEW $2.51 +57.0%
242 PTLO PORTILLOS INC Consumer Cyclical 23,128.0 $122K 0.00% NEW $5.29 -26.3%
243 DNUT KRISPY KREME INC Consumer Defensive 35,814.0 $121K 0.00% NEW $3.39 -1.8%
244 RDW REDWIRE CORPORATION Industrials 13,717.0 $117K 0.00% NEW $8.50 +73.8%
245 ZIP ZIPRECRUITER INC Industrials 62,023.0 $114K 0.00% NEW $1.84 +82.1%
246 CENTRAIS ELET BRAS SA 10,380.0 $113K 0.00% NEW $10.92
247 WBTN WEBTOON ENTMT INC Technology 12,110.0 $111K 0.00% NEW $9.19 +26.7%
248 ENCORE ENERGY CORP 57,584.0 $104K NEW $1.80
249 LCID LUCID GROUP INC Consumer Cyclical 10,752.0 $102K NEW $9.53 -38.7%
250 ALEC ALECTOR INC Healthcare 47,080.0 $101K NEW $2.15 +2.8%
251 NEOG NEOGEN CORP Healthcare 10,885.0 $101K NEW $9.29 -4.6%
252 CXDO CREXENDO INC Communication Services 14,763.0 $91K NEW $6.17 +55.6%
253 GAMB GAMBLING COM GROUP LIMITED Consumer Cyclical 22,442.0 $87K NEW $3.88 -36.3%
254 SVV SAVERS VALUE VLG INC Consumer Cyclical 11,521.0 $86K NEW $7.44 +6.2%
255 HAFN HAFNIA LTD Industrials 10,000.0 $76K NEW $7.60 +16.3%
256 SIGA SIGA TECHNOLOGIES INC Healthcare 13,534.0 $72K NEW $5.35 -16.1%
257 ENIC ENEL CHILE SA Utilities 17,506.0 $69K NEW $3.94 +10.9%
258 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 19,204.0 $67K NEW $3.51 +5.4%
259 AARD AARDVARK THERAPEUTICS INC Healthcare 16,485.0 $62K NEW $3.77 +19.6%
260 ZVIA ZEVIA PBC Consumer Defensive 49,725.0 $58K NEW $1.17 +29.9%
Page 13 of 15  ·  289 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%