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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 69 of 92  ·  1,837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 WTRG ESSENTIAL UTILS INC Utilities 12,186.0 $467K 0.00% NEW $38.36 -2.4%
1362 PTON PELOTON INTERACTIVE INC Consumer Cyclical 75,873.0 $467K 0.00% NEW $6.16 -7.3%
1363 QS QUANTUMSCAPE CORP Consumer Cyclical 44,841.0 $467K 0.00% NEW $10.42 -21.3%
1364 VOD VODAFONE GROUP PLC NEW Communication Services 35,364.0 $467K 0.00% NEW $13.21 +13.1%
1365 MTD METTLER TOLEDO INTERNATIONAL Healthcare 335.0 $467K 0.00% NEW $1394.08 -20.9%
1366 SCHE SCHWAB STRATEGIC TR 14,221.0 $466K 0.00% NEW $32.75 +9.2%
1367 JBT MAREL CORPORATION 3,089.0 $465K 0.00% NEW $150.68
1368 BMBL BUMBLE INC Technology 129,857.0 $464K 0.00% NEW $3.57 -12.9%
1369 FTS FORTIS INC Utilities 8,921.0 $463K 0.00% NEW $51.94 +8.7%
1370 DX DYNEX CAP INC Real Estate 33,053.0 $463K 0.00% NEW $14.01 -9.2%
1371 YUMC YUM CHINA HLDGS INC Consumer Cyclical 9,669.0 $462K 0.00% NEW $47.74 -5.9%
1372 NABL N-ABLE INC Technology 61,640.0 $461K 0.00% NEW $7.48 -51.1%
1373 VANGUARD CALIF TAX FREE FDS 4,594.0 $461K 0.00% NEW $100.26
1374 PENN PENN ENTERTAINMENT INC Consumer Cyclical 31,145.0 $459K 0.00% NEW $14.75 +14.4%
1375 USRT ISHARES TR 8,049.0 $458K 0.00% NEW $56.96 +15.0%
1376 TLT ISHARES TR 5,251.0 $458K 0.00% NEW $87.15 -2.8%
1377 IHF ISHARES TR 9,545.0 $458K 0.00% NEW $47.94 +5.7%
1378 DGICA DONEGAL GROUP INC Financial Services 22,895.0 $457K 0.00% NEW $19.98 -13.2%
1379 ASEA GLOBAL X FDS 24,889.0 $456K 0.00% NEW $18.33 +8.7%
1380 JOUT JOHNSON OUTDOORS INC Consumer Cyclical 10,708.0 $455K 0.00% NEW $42.45 +2.6%
Page 69 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%