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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 70 of 92  ·  1,837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 ALX ALEXANDERS INC Real Estate 2,079.0 $453K 0.00% NEW $217.97 +13.0%
1382 NXT NEXTPOWER INC Technology 5,175.0 $451K 0.00% NEW $87.11 +49.8%
1383 VTWO VANGUARD SCOTTSDALE FDS 4,528.0 $451K 0.00% NEW $99.53 +15.7%
1384 IYH ISHARES TR 6,919.0 $450K 0.00% NEW $65.10 -3.3%
1385 IIIN INSTEEL INDS INC Industrials 14,211.0 $450K 0.00% NEW $31.67 -16.1%
1386 SD SANDRIDGE ENERGY INC Energy 31,176.0 $450K 0.00% NEW $14.43 +6.0%
1387 IBEX IBEX LTD Technology 11,772.0 $449K 0.00% NEW $38.18 -16.1%
1388 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 80,208.0 $449K 0.00% NEW $5.60 +1.2%
1389 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 6,502.0 $447K 0.00% NEW $68.80 +16.5%
1390 PRAA PRA GROUP INC Financial Services 25,169.0 $445K 0.00% NEW $17.69 -17.2%
1391 TCOM TRIP COM GROUP LTD Consumer Cyclical 6,181.0 $444K 0.00% NEW $71.91 -35.5%
1392 XP XP INC Financial Services 27,119.0 $444K 0.00% NEW $16.37 +2.7%
1393 WINA WINMARK CORP Consumer Cyclical 1,085.0 $439K 0.00% NEW $404.95 -9.9%
1394 NFBK NORTHFIELD BANCORP INC DEL Financial Services 38,431.0 $439K 0.00% NEW $11.43 +24.0%
1395 URTH ISHARES INC 2,363.0 $439K 0.00% NEW $185.77 +9.0%
1396 IHI ISHARES TR 7,063.0 $439K 0.00% NEW $62.15 -18.6%
1397 SLYV SPDR SERIES TRUST 4,809.0 $437K 0.00% NEW $90.97 +13.6%
1398 CVGW CALAVO GROWERS INC Consumer Defensive 20,107.0 $437K 0.00% NEW $21.75 +21.6%
1399 DY DYCOM INDS INC Industrials 1,287.0 $435K 0.00% NEW $337.90 +21.7%
1400 FBIZ FIRST BUSINESS FINL SVCS INC Financial Services 7,998.0 $434K 0.00% NEW $54.30 +5.1%
Page 70 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%