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Portfolio (Quarterly) Guide ↗

IEQ CAPITAL, LLC

· CIK 0001779789
13F Portfolio $33.4B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1837 New
Page 23 of 92  ·  1,837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 VBR VANGUARD INDEX FDS 32,435.0 $6.9M 0.02% NEW $211.79 +9.0%
442 HPE HEWLETT PACKARD ENTERPRISE C Technology 285,901.0 $6.9M 0.02% NEW $24.02 +41.4%
443 VANGUARD NY TAX FREE FDS 66,283.0 $6.8M 0.02% NEW $103.23
444 APTIV PLC 89,272.0 $6.8M 0.02% NEW $76.09
445 NEE NEXTERA ENERGY INC Utilities 84,519.0 $6.8M 0.02% NEW $80.28 +11.7%
446 DOCU DOCUSIGN INC Technology 98,893.0 $6.8M 0.02% NEW $68.40 -28.4%
447 PCAR PACCAR INC Industrials 61,631.0 $6.7M 0.02% NEW $109.51 -0.2%
448 BKH BLACK HILLS CORP Utilities 96,741.0 $6.7M 0.02% NEW $69.42 +6.8%
449 CRUS CIRRUS LOGIC INC Technology 56,543.0 $6.7M 0.02% NEW $118.50 +40.6%
450 DAYFORCE INC 96,833.0 $6.7M 0.02% NEW $69.16
451 ETN EATON CORP PLC Industrials 20,803.0 $6.6M 0.02% NEW $318.52 +19.8%
452 SPTM SPDR SERIES TRUST 80,225.0 $6.6M 0.02% NEW $82.50 +9.1%
453 INVH INVITATION HOMES INC Real Estate 238,018.0 $6.6M 0.02% NEW $27.79 +4.5%
454 VT VANGUARD INTL EQUITY INDEX F 46,750.0 $6.6M 0.02% NEW $141.06 +10.0%
455 VIGI VANGUARD WHITEHALL FDS 71,989.0 $6.6M 0.02% NEW $91.45 +2.7%
456 PJT PJT PARTNERS INC Financial Services 39,049.0 $6.5M 0.02% NEW $167.20 -7.1%
457 SPG SIMON PPTY GROUP INC NEW Real Estate 35,180.0 $6.5M 0.02% NEW $185.11 +10.3%
458 IYW ISHARES TR 32,570.0 $6.5M 0.02% NEW $199.68 +20.2%
459 SNPS SYNOPSYS INC Technology 13,825.0 $6.5M 0.02% NEW $469.72 +6.2%
460 ASTRAZENECA PLC 70,389.0 $6.5M 0.02% NEW $91.93
Page 23 of 92  ·  1,837 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 58.7%
Financial Services 12.0%
Consumer Cyclical 6.6%
Communication Services 6.4%
Healthcare 5.6%
Industrials 5.0%
Consumer Defensive 1.9%
Energy 1.1%
Real Estate 0.9%
Basic Materials 0.9%