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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 72 of 92  ·  1,837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 APPS DIGITAL TURBINE INC Technology 81,604.0 $408K 0.00% NEW $5.00 -9.0%
1422 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 6,908.0 $406K 0.00% NEW $58.76 -17.6%
1423 AER AERCAP HOLDINGS NV Industrials 2,817.0 $405K 0.00% NEW $143.75 -3.6%
1424 MHO M/I HOMES INC Consumer Cyclical 3,135.0 $401K 0.00% NEW $127.95 +1.5%
1425 FIRST HAWAIIAN INC 15,796.0 $400K 0.00% NEW $25.30
1426 BRC BRADY CORP Industrials 5,095.0 $399K 0.00% NEW $78.37 +11.7%
1427 PAX PATRIA INVESTMENTS LIMITED Financial Services 25,127.0 $399K 0.00% NEW $15.89 -30.6%
1428 AMERICA MOVIL SAB DE CV 19,274.0 $398K 0.00% NEW $20.67
1429 SANM SANMINA CORPORATION Technology 2,639.0 $396K 0.00% NEW $150.07 +64.2%
1430 EDV VANGUARD WORLD FD 6,090.0 $396K 0.00% NEW $65.01 -3.7%
1431 BANK AMERICA CORP 316.0 $396K 0.00% NEW $1252.00
1432 EBS EMERGENT BIOSOLUTIONS INC Healthcare 31,862.0 $394K 0.00% NEW $12.36 -31.6%
1433 FMNB FARMERS NATIONAL BANC CORP Financial Services 29,503.0 $393K 0.00% NEW $13.32 +6.2%
1434 NOK NOKIA CORP Technology 60,529.0 $392K 0.00% NEW $6.47 +139.1%
1435 GIS GENERAL MLS INC Consumer Defensive 8,379.0 $390K 0.00% NEW $46.50 -27.5%
1436 CRGY CRESCENT ENERGY COMPANY Energy 46,384.0 $389K 0.00% NEW $8.39 +57.3%
1437 WASH WASHINGTON TR BANCORP INC Financial Services 13,166.0 $389K 0.00% NEW $29.55 +8.6%
1438 HNI HNI CORP Industrials 9,245.0 $389K 0.00% NEW $42.04 -27.0%
1439 MH MCGRAW HILL INC Consumer Defensive 23,552.0 $389K 0.00% NEW $16.50 -27.1%
1440 PAYO PAYONEER GLOBAL INC Technology 68,885.0 $387K 0.00% NEW $5.62 -12.1%
Page 72 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%