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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 15 of 33  ·  642 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 HYG ISHARES TR 22,497.0 $1.8M 0.01% -846.0 -3.6% $79.56 +0.4%
282 FXI ISHARES TR 49,768.0 $1.8M 0.01% -2K -3.6% $35.90 -1.1%
283 KLAC KLA CORP Technology 1,208.0 $1.8M 0.01% -2K -61.4% $1472.78 +28.2%
284 VRTS VIRTUS INVT PARTNERS INC Financial Services 13,185.0 $1.8M 0.01% -5K -26.6% $134.35 +7.5%
285 NEE NEXTERA ENERGY INC Utilities 18,700.0 $1.7M 0.01% -66K -77.9% $92.88 -4.7%
286 T AT&T INC Communication Services 59,913.0 $1.7M 0.01% -10K -14.5% $28.99 -12.9%
287 PLD PROLOGIS INC. Real Estate 13,130.0 $1.7M 0.01% -79K -85.8% $132.18 +10.4%
288 PII POLARIS INC Consumer Cyclical 31,682.0 $1.7M 0.01% -41K -56.4% $54.50 +24.5%
289 NESR NATIONAL ENERGY SERVICES REU Energy 80,382.0 $1.7M 0.01% -5K -5.8% $21.47 +20.0%
290 WK WORKIVA INC Technology 28,891.0 $1.7M 0.01% -39K -57.6% $59.63 -15.6%
291 BOXX EA SERIES TRUST 14,617.0 $1.7M 0.01% -11K -42.9% $116.29 +0.5%
292 VBK VANGUARD INDEX FDS 5,608.0 $1.7M 0.01% -73.0 -1.3% $302.26 +14.8%
293 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 18,446.0 $1.7M 0.01% -787.0 -4.1% $91.64 +4.7%
294 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 28,658.0 $1.7M 0.01% -12K -29.8% $58.24 -0.4%
295 VOE VANGUARD INDEX FDS 8,972.0 $1.7M 0.01% -6K -42.0% $184.28 +5.5%
296 SHW SHERWIN WILLIAMS CO Basic Materials 5,144.0 $1.6M 0.01% -1K -18.5% $320.57 -3.6%
297 LEIDOS HOLDINGS INC 10,422.0 $1.6M 0.01% -69K -86.8% $155.52
298 TXN TEXAS INSTRS INC Technology 8,204.0 $1.6M 0.01% -843.0 -9.3% $194.15 +59.3%
299 ETHW BITWISE ETHEREUM ETF Financial Services 104,349.0 $1.6M 0.01% -2K -1.5% $15.00 -1.6%
300 UNF UNIFIRST CORP MASS Industrials 6,190.0 $1.6M 0.01% -2K -25.2% $251.60 +5.5%
Page 15 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%