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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 88 of 92  ·  1,837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 SUZ SUZANO S A Basic Materials 14,194.0 $133K NEW $9.34 -9.5%
1742 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 58,889.0 $130K NEW $2.21 +8.6%
1743 PRME PRIME MEDICINE INC Healthcare 37,136.0 $129K NEW $3.47 -18.4%
1744 UGP ULTRAPAR PARTICIPACOES SA Energy 33,648.0 $127K NEW $3.77 +53.6%
1745 CMTG CLAROS MTG TR INC Real Estate 40,454.0 $124K NEW $3.06 -28.8%
1746 ABEV AMBEV SA Consumer Defensive 49,718.0 $123K NEW $2.47 +32.4%
1747 TDUP THREDUP INC Consumer Cyclical 19,208.0 $123K NEW $6.39 -32.9%
1748 PETROLEO BRASILEIRO SA PETRO 10,861.0 $122K NEW $11.27
1749 FATE FATE THERAPEUTICS INC Healthcare 121,501.0 $119K NEW $0.98 +113.7%
1750 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 70,252.0 $116K NEW $1.65 -56.7%
1751 FSLY FASTLY INC Technology 11,260.0 $115K NEW $10.18 +61.1%
1752 ARDT ARDENT HEALTH INC Healthcare 12,935.0 $114K NEW $8.83 +4.3%
1753 CHRS COHERUS ONCOLOGY INC Healthcare 79,128.0 $112K NEW $1.42 +10.6%
1754 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 13,843.0 $112K NEW $8.11 -4.2%
1755 NKTX NKARTA INC Healthcare 59,821.0 $111K NEW $1.85 +63.8%
1756 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 11,550.0 $110K NEW $9.53 -1.5%
1757 LNKB LINKBANCORP INC Financial Services 13,254.0 $109K NEW $8.26 +5.2%
1758 ALXO ALX ONCOLOGY HLDGS INC Healthcare 92,233.0 $104K NEW $1.13 +76.1%
1759 FORR FORRESTER RESH INC Industrials 12,544.0 $102K NEW $8.12 -14.2%
1760 BFLY BUTTERFLY NETWORK INC Healthcare 26,500.0 $101K NEW $3.80 +17.9%
Page 88 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%