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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 63 of 92  ·  1,837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 SPSM SPDR SERIES TRUST 12,940.0 $606K 0.00% NEW $46.86 +14.0%
1242 ARI APOLLO COML REAL EST FIN INC Real Estate 62,360.0 $604K 0.00% NEW $9.68 +13.0%
1243 BLBD BLUE BIRD CORP Consumer Cyclical 12,774.0 $600K 0.00% NEW $47.00 +41.1%
1244 GSLC GOLDMAN SACHS ETF TR 4,529.0 $599K 0.00% NEW $132.36 +7.0%
1245 SAFEHOLD INC 43,749.0 $599K 0.00% NEW $13.69
1246 WSFS WSFS FINL CORP Financial Services 10,825.0 $598K 0.00% NEW $55.24 +29.8%
1247 TNDM TANDEM DIABETES CARE INC Healthcare 27,178.0 $597K 0.00% NEW $21.98 -31.9%
1248 INVA INNOVIVA INC Healthcare 29,849.0 $597K 0.00% NEW $19.99 +12.4%
1249 IEUR ISHARES TR 8,406.0 $597K 0.00% NEW $70.98 +6.4%
1250 ALLO ALLOGENE THERAPEUTICS INC Healthcare 435,267.0 $596K 0.00% NEW $1.37 +46.0%
1251 FMBH FIRST MID ILL BANCSHARES INC Financial Services 15,269.0 $595K 0.00% NEW $39.00 +11.8%
1252 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 3,751.0 $594K 0.00% NEW $158.30 +4.1%
1253 WDFC WD 40 CO Basic Materials 2,982.0 $587K 0.00% NEW $196.87 +5.3%
1254 PAAS PAN AMERN SILVER CORP Basic Materials 11,329.0 $587K 0.00% NEW $51.81 +4.1%
1255 WDS WOODSIDE ENERGY GROUP LTD Energy 37,607.0 $586K 0.00% NEW $15.59 +44.9%
1256 IXN ISHARES TR 5,580.0 $586K 0.00% NEW $105.00 +28.9%
1257 CDE COEUR MNG INC Basic Materials 32,851.0 $586K 0.00% NEW $17.83 -1.1%
1258 ARES ARES MANAGEMENT CORPORATION Financial Services 3,598.0 $582K 0.00% NEW $161.65 -23.0%
1259 STBA S & T BANCORP INC Financial Services 14,744.0 $580K 0.00% NEW $39.35 +14.0%
1260 ELPC COMPANHIA PARANAENSE DE ENER Utilities 60,811.0 $578K 0.00% NEW $9.51 +23.3%
Page 63 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%