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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 76 of 92  ·  1,837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 AVDE AMERICAN CENTY ETF TR 3,980.0 $328K 0.00% NEW $82.32 +10.3%
1502 NATL NCR ATLEOS CORPORATION Technology 8,565.0 $326K 0.00% NEW $38.11 +17.3%
1503 FTAI AVIATION LTD 1,652.0 $325K 0.00% NEW $196.79
1504 AI C3 AI INC Technology 24,081.0 $325K 0.00% NEW $13.48 -31.1%
1505 JEPI J P MORGAN EXCHANGE TRADED F 5,665.0 $324K 0.00% NEW $57.24 -1.6%
1506 SRE SEMPRA Utilities 3,667.0 $324K 0.00% NEW $88.28 +5.1%
1507 IFRA ISHARES TR 6,117.0 $322K 0.00% NEW $52.62 +15.8%
1508 ALRM ALARM COM HLDGS INC Technology 6,295.0 $321K 0.00% NEW $51.02 -14.2%
1509 FDN FIRST TR EXCHANGE-TRADED FD 1,191.0 $321K 0.00% NEW $269.18 +1.7%
1510 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 9,730.0 $318K 0.00% NEW $32.65 +35.4%
1511 CLSK CLEANSPARK INC Technology 31,374.0 $318K 0.00% NEW $10.12 +57.8%
1512 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 3,824.0 $317K 0.00% NEW $83.01 -36.5%
1513 PHI PLDT INC Communication Services 14,492.0 $315K 0.00% NEW $21.74 -13.2%
1514 EMBJ EMBRAER S.A. Industrials 4,875.0 $314K 0.00% NEW $64.37 -10.5%
1515 RHLD RESOLUTE HLDGS MGMT INC Industrials 1,520.0 $314K 0.00% NEW $206.43 -45.4%
1516 SOMNIGROUP INTERNATIONAL INC 3,493.0 $312K 0.00% NEW $89.28
1517 PRLB PROTO LABS INC Industrials 6,155.0 $311K 0.00% NEW $50.59 +41.1%
1518 CTO CTO RLTY GROWTH INC NEW Real Estate 16,730.0 $308K 0.00% NEW $18.41 +10.7%
1519 UE URBAN EDGE PPTYS Real Estate 16,031.0 $308K 0.00% NEW $19.19 +16.1%
1520 TBLA TABOOLA.COM LTD Communication Services 66,691.0 $307K 0.00% NEW $4.61 +6.7%
Page 76 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%