BullishAgent BullishAgent Market Filings Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 73 of 92  ·  1,837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 GUESS INC 22,895.0 $383K 0.00% NEW $16.75
1442 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 5,428.0 $383K 0.00% NEW $70.60 +8.7%
1443 NRC NATIONAL RESH CORP Healthcare 20,351.0 $382K 0.00% NEW $18.77 +1.7%
1444 TEL TE CONNECTIVITY PLC Technology 1,670.0 $380K 0.00% NEW $227.57 -10.9%
1445 KWEB KRANESHARES TRUST 11,154.0 $380K 0.00% NEW $34.05 -21.0%
1446 FLKR FRANKLIN TEMPLETON ETF TR 11,817.0 $379K 0.00% NEW $32.05 +83.4%
1447 LRGF ISHARES TR 5,431.0 $377K 0.00% NEW $69.42 +8.1%
1448 HLF HERBALIFE LTD Consumer Defensive 29,196.0 $376K 0.00% NEW $12.89 -3.6%
1449 MERSANA THERAPEUTICS INC 12,955.0 $375K 0.00% NEW $28.93
1450 ITA ISHARES TR 1,743.0 $374K 0.00% NEW $214.75 +4.9%
1451 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 11,982.0 $374K 0.00% NEW $31.22 +6.4%
1452 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 14,064.0 $374K 0.00% NEW $26.58 +20.7%
1453 LITE LUMENTUM HLDGS INC Technology 1,012.0 $373K 0.00% NEW $368.57 +156.9%
1454 TPB TURNING PT BRANDS INC Consumer Defensive 3,429.0 $372K 0.00% NEW $108.41 -17.0%
1455 PRG PROG HOLDINGS INC Industrials 12,575.0 $371K 0.00% NEW $29.49 +13.5%
1456 DOLE DOLE PLC Consumer Defensive 24,661.0 $370K 0.00% NEW $14.99 -3.7%
1457 QRVO QORVO INC Technology 4,363.0 $369K 0.00% NEW $84.51 +25.9%
1458 ANYWHERE REAL ESTATE INC 25,881.0 $366K 0.00% NEW $14.16
1459 BOTZ GLOBAL X FDS 10,055.0 $364K 0.00% NEW $36.23 +11.2%
1460 AMSF AMERISAFE INC Financial Services 9,459.0 $363K 0.00% NEW $38.41 -19.2%
Page 73 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%