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Portfolio (Quarterly) Guide ↗

IEQ CAPITAL, LLC

· CIK 0001779789
13F Portfolio $21.5B AUM 2,269 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 289 New 791 Added 642 Reduced 246 Exited
Page 13 of 33  ·  642 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ACGL ARCH CAP GROUP LTD Financial Services 26,299.0 $2.5M 0.01% -70K -72.6% $95.99 +0.1%
242 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 34,223.0 $2.5M 0.01% -232.0 -0.7% $73.70 +1.1%
243 SAFT SAFETY INS GROUP INC Financial Services 34,096.0 $2.5M 0.01% -4K -10.5% $72.64 +0.3%
244 GILD GILEAD SCIENCES INC Healthcare 17,747.0 $2.5M 0.01% -104K -85.5% $139.37 -6.4%
245 PSKY PARAMOUNT SKYDANCE CORP Communication Services 273,861.0 $2.5M 0.01% -49K -15.1% $9.02 +12.3%
246 GDX VANECK ETF TRUST 26,903.0 $2.5M 0.01% -10K -27.2% $91.77 -6.2%
247 AIR LEASE CORP 37,896.0 $2.5M 0.01% -38K -49.8% $64.94
248 UNILEVER PLC 42,463.0 $2.4M 0.01% -8K -16.4% $56.97
249 Q QNITY ELECTRONICS INC Technology 20,481.0 $2.4M 0.01% -56K -73.3% $115.38 +32.6%
250 JXN JACKSON FINANCIAL INC Financial Services 22,348.0 $2.4M 0.01% -13K -36.3% $105.72 +2.3%
251 CBRE CBRE GROUP INC Real Estate 17,355.0 $2.4M 0.01% -5K -22.3% $135.46 -3.3%
252 COUR COURSERA INC Consumer Defensive 401,958.0 $2.3M 0.01% -296K -42.4% $5.82 -10.0%
253 MELI MERCADOLIBRE INC Consumer Cyclical 1,352.0 $2.3M 0.01% -115.0 -7.8% $1728.30 -2.9%
254 LOPE GRAND CANYON ED INC Consumer Defensive 13,719.0 $2.3M 0.01% -19K -57.7% $170.03 -7.8%
255 VDC VANGUARD WORLD FD 10,355.0 $2.3M 0.01% -3K -22.4% $224.58 +2.3%
256 KURA KURA ONCOLOGY INC Healthcare 281,904.0 $2.3M 0.01% -117K -29.2% $8.13 +36.9%
257 IGE ISHARES TR 36,186.0 $2.3M 0.01% -7K -17.0% $62.94 -2.3%
258 STRA STRATEGIC ED INC Consumer Defensive 27,290.0 $2.3M 0.01% -5K -14.9% $82.96 -3.6%
259 PRU PRUDENTIAL FINL INC Financial Services 22,924.0 $2.2M 0.01% -5K -18.5% $97.69 +5.7%
260 CNA CNA FINL CORP Financial Services 48,761.0 $2.2M 0.01% -18K -26.9% $45.92 -3.5%
Page 13 of 33  ·  642 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 32.9%
Financial Services 17.4%
Consumer Cyclical 10.4%
Industrials 9.8%
Communication Services 9.0%
Healthcare 8.8%
Consumer Defensive 3.5%
Energy 2.7%
Utilities 2.2%
Basic Materials 2.1%