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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 47 of 92  ·  1,837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 IX ORIX CORP Financial Services 46,343.0 $1.4M 0.00% NEW $29.22 +36.6%
922 CCJ CAMECO CORP Energy 14,782.0 $1.4M 0.00% NEW $91.49 +18.2%
923 DAVE INC 6,104.0 $1.4M 0.00% NEW $221.41
924 MLM MARTIN MARIETTA MATLS INC Basic Materials 2,169.0 $1.4M 0.00% NEW $622.56 -9.9%
925 AVEM AMERICAN CENTY ETF TR 17,457.0 $1.3M 0.00% NEW $77.02 +25.8%
926 ANRO ALTO NEUROSCIENCE INC Healthcare 75,294.0 $1.3M 0.00% NEW $17.80 +18.3%
927 UMBF UMB FINL CORP Financial Services 11,648.0 $1.3M 0.00% NEW $115.04 +16.8%
928 NESR NATIONAL ENERGY SERVICES REU Energy 85,337.0 $1.3M 0.00% NEW $15.66 +65.3%
929 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 45,363.0 $1.3M 0.00% NEW $29.19 +18.6%
930 MOS MOSAIC CO NEW Basic Materials 54,949.0 $1.3M 0.00% NEW $24.09 -6.1%
931 PDD PDD HOLDINGS INC Consumer Cyclical 11,666.0 $1.3M 0.00% NEW $113.39 -14.8%
932 ERIE ERIE INDTY CO Financial Services 4,589.0 $1.3M 0.00% NEW $286.63 -22.2%
933 LYG LLOYDS BANKING GROUP PLC Financial Services 247,230.0 $1.3M 0.00% NEW $5.30 +3.8%
934 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 41,826.0 $1.3M 0.00% NEW $31.21 +10.9%
935 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 33,257.0 $1.3M 0.00% NEW $39.21 +7.3%
936 HTBK HERITAGE COMM CORP Financial Services 108,572.0 $1.3M 0.00% NEW $12.01 +12.0%
937 XPRO EXPRO GROUP HOLDINGS NV Energy 97,631.0 $1.3M 0.00% NEW $13.35 +19.3%
938 POTLATCHDELTIC CORPORATION 32,721.0 $1.3M 0.00% NEW $39.78
939 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 62,309.0 $1.3M 0.00% NEW $20.74 +11.1%
940 SVOL SIMPLIFY EXCHANGE TRADED FUN 73,342.0 $1.3M 0.00% NEW $17.56 -9.3%
Page 47 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%