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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 57 of 92  ·  1,837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 198,059.0 $812K 0.00% NEW $4.10 -0.5%
1122 SPDW SPDR INDEX SHS FDS 18,264.0 $811K 0.00% NEW $44.41 +15.2%
1123 NWSA NEWS CORP NEW Communication Services 30,978.0 $809K 0.00% NEW $26.12 +0.3%
1124 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 83,784.0 $809K 0.00% NEW $9.65 +42.2%
1125 INDIVIOR PLC 22,468.0 $806K 0.00% NEW $35.88
1126 ACCO ACCO BRANDS CORP Industrials 215,706.0 $805K 0.00% NEW $3.73 +6.7%
1127 GBIL GOLDMAN SACHS ETF TR 8,043.0 $804K 0.00% NEW $99.94 +0.2%
1128 AMBA AMBARELLA INC Technology 11,338.0 $803K 0.00% NEW $70.84 +32.1%
1129 SCL STEPAN CO Basic Materials 16,884.0 $800K 0.00% NEW $47.36 +12.3%
1130 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,700.0 $793K 0.00% NEW $293.59 +6.8%
1131 KKR KKR & CO INC Financial Services 6,217.0 $793K 0.00% NEW $127.48 -25.5%
1132 BR BROADRIDGE FINL SOLUTIONS IN Technology 3,546.0 $791K 0.00% NEW $223.17 -34.2%
1133 IJS ISHARES TR 6,867.0 $781K 0.00% NEW $113.72 +15.2%
1134 ACVA ACV AUCTIONS INC Consumer Cyclical 97,097.0 $779K 0.00% NEW $8.02 -25.6%
1135 SU SUNCOR ENERGY INC NEW Energy 17,537.0 $778K 0.00% NEW $44.36 +47.8%
1136 MEI METHODE ELECTRS INC Technology 116,532.0 $774K 0.00% NEW $6.64 +75.8%
1137 VALE VALE S A Basic Materials 59,380.0 $774K 0.00% NEW $13.03 +26.6%
1138 INDA ISHARES TR 14,236.0 $769K 0.00% NEW $54.05 -10.2%
1139 CLDT CHATHAM LODGING TR Real Estate 112,871.0 $769K 0.00% NEW $6.81 +60.1%
1140 DFIV DIMENSIONAL ETF TRUST 15,329.0 $765K 0.00% NEW $49.90 +12.3%
Page 57 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%