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Portfolio (Quarterly) Guide ↗

IEQ CAPITAL, LLC

· CIK 0001779789
13F Portfolio $33.4B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1837 New
Page 34 of 92  ·  1,837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CEF SPROTT ASSET MANAGEMENT LP Financial Services 67,556.0 $3.1M 0.01% NEW $45.80 +3.3%
662 HDB HDFC BANK LTD Financial Services 83,698.0 $3.1M 0.01% NEW $36.54 -32.3%
663 DE DEERE & CO Industrials 6,552.0 $3.1M 0.01% NEW $465.58 +13.7%
664 IOSP INNOSPEC INC Basic Materials 39,774.0 $3.0M 0.01% NEW $76.54 +4.0%
665 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 191,521.0 $3.0M 0.01% NEW $15.86 +22.3%
666 BHP BHP GROUP LTD Basic Materials 50,200.0 $3.0M 0.01% NEW $60.37 +40.1%
667 MUR MURPHY OIL CORP Energy 96,254.0 $3.0M 0.01% NEW $31.25 +21.6%
668 RY ROYAL BK CDA Financial Services 17,617.0 $3.0M 0.01% NEW $170.49 +11.3%
669 OMF ONEMAIN HLDGS INC Financial Services 44,417.0 $3.0M 0.01% NEW $67.55 -20.8%
670 VGSH VANGUARD SCOTTSDALE FDS 50,683.0 $3.0M 0.01% NEW $58.73 -0.9%
671 SAFT SAFETY INS GROUP INC Financial Services 38,109.0 $3.0M 0.01% NEW $77.91 -6.7%
672 APPN APPIAN CORP Technology 83,762.0 $3.0M 0.01% NEW $35.42 -39.7%
673 CROX CROCS INC Consumer Cyclical 34,604.0 $3.0M 0.01% NEW $85.52 +29.1%
674 EXR EXTRA SPACE STORAGE INC Real Estate 22,705.0 $3.0M 0.01% NEW $130.22 +10.0%
675 MELI MERCADOLIBRE INC Consumer Cyclical 1,467.0 $3.0M 0.01% NEW $2014.61 -17.4%
676 EEM ISHARES TR 53,989.0 $3.0M 0.01% NEW $54.71 +20.4%
677 BOXX EA SERIES TRUST 25,599.0 $2.9M 0.01% NEW $115.10 +1.5%
678 VRTS VIRTUS INVT PARTNERS INC Financial Services 17,959.0 $2.9M 0.01% NEW $163.15 -12.0%
679 LNG CHENIERE ENERGY INC Energy 15,047.0 $2.9M 0.01% NEW $194.39 +23.9%
680 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 33,082.0 $2.9M 0.01% NEW $87.42 -23.3%
Page 34 of 92  ·  1,837 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 58.7%
Financial Services 12.0%
Consumer Cyclical 6.6%
Communication Services 6.4%
Healthcare 5.6%
Industrials 5.0%
Consumer Defensive 1.9%
Energy 1.1%
Real Estate 0.9%
Basic Materials 0.9%