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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 18 of 33  ·  642 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 MET METLIFE INC Financial Services 16,569.0 $1.2M 0.01% -23K -58.6% $70.72 +18.9%
342 RGNX REGENXBIO INC Healthcare 139,639.0 $1.2M 0.01% -47K -25.2% $8.38 -24.2%
343 VOYA VOYA FINANCIAL INC Financial Services 16,933.0 $1.2M 0.01% -57K -77.2% $68.32 +20.6%
344 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 29,313.0 $1.2M 0.01% -9K -22.6% $39.39 -5.0%
345 NWS NEWS CORP NEW Communication Services 40,132.0 $1.1M 0.01% -305.0 -0.8% $28.51 +4.1%
346 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 7,227.0 $1.1M 0.01% -10K -56.9% $157.27 -2.7%
347 IBB ISHARES TR 6,717.0 $1.1M 0.01% -104.0 -1.5% $168.85 -0.0%
348 MUSA MURPHY USA INC Consumer Cyclical 2,293.0 $1.1M 0.01% -9K -78.9% $494.05 +9.9%
349 IMCG ISHARES TR 14,370.0 $1.1M 0.01% -156.0 -1.1% $78.77 +16.0%
350 EFG ISHARES TR 9,989.0 $1.1M 0.01% -67.0 -0.7% $111.37 +9.1%
351 NTR NUTRIEN LTD Basic Materials 14,702.0 $1.1M 0.01% -276.0 -1.8% $75.46 -7.1%
352 RELX RELX PLC Communication Services 33,398.0 $1.1M 0.01% -5K -13.4% $33.15 -0.4%
353 PH PARKER-HANNIFIN CORP Industrials 1,234.0 $1.1M 0.01% -910.0 -42.4% $895.21 -3.2%
354 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 29,458.0 $1.1M 0.01% -235K -88.9% $37.01 +3.8%
355 MO ALTRIA GROUP INC Consumer Defensive 16,512.0 $1.1M 0.01% -136K -89.2% $65.99 +12.0%
356 BUSE FIRST BUSEY CORP Financial Services 43,038.0 $1.1M 0.01% -19K -31.1% $25.27 +7.2%
357 VYMI VANGUARD WHITEHALL FDS 11,536.0 $1.1M 0.01% -9K -42.5% $94.24 +5.9%
358 J JACOBS SOLUTIONS INC Industrials 8,520.0 $1.1M 0.01% -5K -38.5% $127.29 -9.9%
359 FELE FRANKLIN ELEC INC Industrials 11,727.0 $1.1M 0.01% -8K -41.0% $92.17 +6.6%
360 UDR UDR INC Real Estate 31,881.0 $1.1M 0.01% -966.0 -2.9% $33.78 +12.5%
Page 18 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%