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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 16 of 33  ·  642 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 EQT EQT CORP Energy 24,457.0 $1.6M 0.01% -52K -68.0% $63.64 -9.0%
302 DBEF DBX ETF TR 31,342.0 $1.5M 0.01% -1K -3.3% $49.40 +6.9%
303 EATON VANCE TAX-MANAGED BUY- 112,965.0 $1.5M 0.01% -18K -13.8% $13.67
304 NUE NUCOR CORP Basic Materials 9,080.0 $1.5M 0.01% -24K -72.4% $169.10 +37.2%
305 AKAM AKAMAI TECHNOLOGIES INC Technology 13,307.0 $1.5M 0.01% -6K -29.7% $114.85 +28.2%
306 APPN APPIAN CORP Technology 63,248.0 $1.5M 0.01% -21K -24.5% $24.11 -11.4%
307 PTCT PTC THERAPEUTICS INC Healthcare 22,321.0 $1.5M 0.01% -13K -37.4% $68.13 +1.0%
308 AXSM AXSOME THERAPEUTICS INC. Healthcare 8,835.0 $1.5M 0.01% -560.0 -6.0% $169.02 +39.6%
309 GWRE GUIDEWIRE SOFTWARE INC Technology 9,966.0 $1.5M 0.01% -32K -76.1% $149.56 -6.2%
310 HDB HDFC BANK LTD Financial Services 59,751.0 $1.5M 0.01% -24K -28.6% $24.88 -0.6%
311 RYN RAYONIER INC Real Estate 71,597.0 $1.5M 0.01% -22K -23.4% $20.62 -1.3%
312 TPC TUTOR PERINI CORP Industrials 19,084.0 $1.5M 0.01% -13K -41.3% $77.19 -5.7%
313 RAMP LIVERAMP HLDGS INC Technology 54,939.0 $1.5M 0.01% -21K -27.8% $26.52 +42.2%
314 ADP AUTOMATIC DATA PROCESSING IN Industrials 7,029.0 $1.4M 0.01% -123.0 -1.7% $203.19 +10.9%
315 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 15,599.0 $1.4M 0.01% -456.0 -2.8% $90.67 +3.8%
316 AYI ACUITY INC Industrials 4,966.0 $1.4M 0.01% -6K -53.4% $280.21 +2.6%
317 KFRC KFORCE INC Industrials 47,337.0 $1.4M 0.01% -12K -20.2% $29.24 +42.0%
318 XPRO EXPRO GROUP HOLDINGS NV Energy 79,295.0 $1.4M 0.01% -18K -18.8% $17.41 -8.5%
319 AVNS AVANOS MED INC Healthcare 96,981.0 $1.4M 0.01% -5K -5.1% $14.01 +75.7%
320 DHIL DIAMOND HILL INVT GROUP INC Financial Services 7,874.0 $1.4M 0.01% -166.0 -2.1% $172.11 +1.7%
Page 16 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%