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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 94  ·  1,880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 NTCT NETSCOUT SYS INC Technology 131,924.0 $4.2M 0.02% +3K +2.5% $31.79 +29.0%
542 DOCS DOXIMITY INC Healthcare 178,982.0 $4.2M 0.02% +118K +194.4% $23.30 -14.4%
543 TM TOYOTA MOTOR CORP Consumer Cyclical 20,186.0 $4.2M 0.02% +2K +9.6% $206.09 -8.3%
544 NTB BANK OF N T BUTTERFIELD & SO Financial Services 79,139.0 $4.2M 0.02% +5K +6.6% $52.48 +6.7%
545 SCHF SCHWAB STRATEGIC TR 167,613.0 $4.1M 0.02% -11K -6.0% $24.75 +10.1%
546 INSW INTERNATIONAL SEAWAYS INC Energy 56,768.0 $4.1M 0.02% +863.0 +1.5% $72.88 +14.6%
547 SFM SPROUTS FMRS MKT INC Consumer Defensive 53,244.0 $4.1M 0.02% NEW $77.13 +12.4%
548 LEG LEGGETT & PLATT INC Consumer Cyclical 415,440.0 $4.1M 0.02% +4K +1.1% $9.88 +1.1%
549 WM WASTE MGMT INC DEL Industrials 17,857.0 $4.1M 0.02% -4K -19.6% $229.79 -5.2%
550 CFFN CAPITOL FED FINL INC Financial Services 571,811.0 $4.1M 0.02% +16K +2.9% $7.13 +8.7%
551 BHP BHP BILLITON LIMITED Basic Materials 55,775.0 $4.1M 0.02% +6K +11.1% $72.74 +16.3%
552 CRUS CIRRUS LOGIC INC Technology 28,030.0 $4.1M 0.02% -29K -50.4% $144.62 +18.4%
553 MPT MEDICAL PROPERTIES TRUST INC Financial Services 874,340.0 $4.0M 0.02% -262K -23.1% $4.63 +9.7%
554 UHS UNIVERSAL HLTH SVCS INC Healthcare 22,436.0 $4.0M 0.02% -18K -45.1% $178.97 -11.8%
555 CSGP COSTAR GROUP INC Real Estate 99,244.0 $4.0M 0.02% +85K +581.1% $40.34 -15.8%
556 NWE NORTHWESTERN ENERGY GROUP IN Utilities 60,697.0 $4.0M 0.02% -16K -20.6% $65.94 +9.1%
557 FNDF SCHWAB STRATEGIC TR 81,500.0 $4.0M 0.02% +7K +8.8% $48.93 +9.1%
558 CAH CARDINAL HEALTH INC Healthcare 18,493.0 $3.9M 0.02% +5K +37.4% $211.32 -5.0%
559 VLTO VERALTO CORP Industrials 43,788.0 $3.9M 0.02% -72K -62.1% $88.42 -1.8%
560 RELY REMITLY GLOBAL INC Technology 246,937.0 $3.9M 0.02% +155K +168.3% $15.67 +37.7%
Page 28 of 94  ·  1,880 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%