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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 28 of 33  ·  642 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 SSO PROSHARES TR 5,636.0 $292K 0.00% -4K -41.6% $51.88 +29.2%
542 PHI PLDT INC Communication Services 13,728.0 $289K 0.00% -764.0 -5.3% $21.04 -10.5%
543 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 6,166.0 $286K 0.00% -15K -70.5% $46.36 +2.9%
544 SD SANDRIDGE ENERGY INC Energy 17,115.0 $279K 0.00% -14K -45.1% $16.31 -4.8%
545 SRCE 1ST SOURCE CORP Financial Services 4,011.0 $278K 0.00% -4K -49.6% $69.21 +6.2%
546 RDN RADIAN GROUP INC Financial Services 8,385.0 $277K 0.00% -40K -82.8% $33.08 +13.7%
547 SLB SLB LIMITED Energy 5,384.0 $277K 0.00% -56K -91.3% $51.39 +11.5%
548 ONON ON HLDG AG Consumer Cyclical 8,048.0 $274K 0.00% -10K -54.4% $34.02 +15.2%
549 CARY ANGEL OAK FUNDS TRUST 13,082.0 $272K 0.00% -74K -85.0% $20.77 -0.0%
550 FIRST HAWAIIAN INC 10,893.0 $268K 0.00% -5K -31.0% $24.64
551 GNW GENWORTH FINL INC Financial Services 33,050.0 $268K 0.00% -186K -84.9% $8.12 +13.9%
552 FMNB FARMERS NATIONAL BANC CORP Financial Services 20,346.0 $268K 0.00% -9K -31.0% $13.16 +8.2%
553 DOLE DOLE PLC Consumer Defensive 18,683.0 $267K 0.00% -6K -24.2% $14.29 +1.8%
554 GTM ZOOMINFO TECHNOLOGIES INC Technology 44,218.0 $264K 0.00% -77K -63.6% $5.98 -40.3%
555 LOGI LOGITECH INTL S A Technology 2,866.0 $261K 0.00% -439.0 -13.3% $91.13 +16.1%
556 NXPI NXP SEMICONDUCTORS N V Technology 1,320.0 $260K 0.00% -21.0 -1.6% $196.93 +52.0%
557 NRC NATIONAL RESH CORP Healthcare 15,162.0 $257K 0.00% -5K -25.5% $16.98 +12.1%
558 AFL AFLAC INC Financial Services 2,345.0 $257K 0.00% -66K -96.6% $109.70 +7.4%
559 SOMNIGROUP INTERNATIONAL INC 3,467.0 $256K 0.00% -26.0 -0.7% $73.92
560 AOS SMITH A O CORP Industrials 3,885.0 $256K 0.00% -60K -94.0% $65.94 -13.3%
Page 28 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%