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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 29 of 94  ·  1,880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 SIRI SIRIUSXM HOLDINGS INC Communication Services 167,289.0 $3.9M 0.02% +122K +272.9% $23.08 +25.2%
562 IWY ISHARES TR 15,416.0 $3.8M 0.02% -292.0 -1.9% $248.85 +17.9%
563 VOX VANGUARD WORLD FD 21,322.0 $3.8M 0.02% $179.84 +8.7%
564 AIG AMERICAN INTL GROUP INC Financial Services 50,867.0 $3.8M 0.02% -60K -54.2% $75.25 +2.4%
565 AIT APPLIED INDL TECHNOLOGIES IN Industrials 14,425.0 $3.8M 0.02% NEW $265.31 +15.8%
566 EEM ISHARES TR 67,285.0 $3.8M 0.02% +13K +24.6% $56.79 +16.0%
567 CMPR CIMPRESS PLC Communication Services 52,122.0 $3.8M 0.02% -6K -10.2% $73.00 +40.3%
568 EAT BRINKER INTL INC Consumer Cyclical 26,637.0 $3.8M 0.02% +9K +49.3% $142.77 -3.8%
569 SAN BANCO SANTANDER SA Financial Services 335,227.0 $3.8M 0.02% -139K -29.3% $11.28 +6.7%
570 ESNT ESSENT GROUP LTD Financial Services 64,569.0 $3.8M 0.02% -60K -48.1% $58.44 +4.0%
571 UNP UNION PAC CORP Industrials 15,525.0 $3.8M 0.02% -20K -56.5% $242.62 +9.6%
572 TWLO TWILIO INC Communication Services 29,928.0 $3.8M 0.02% -2K -6.1% $125.82 +49.3%
573 LH LABCORP HOLDINGS INC Healthcare 14,019.0 $3.7M 0.02% +900.0 +6.9% $266.81 -2.6%
574 ZTS ZOETIS INC Healthcare 31,568.0 $3.7M 0.02% -7K -18.5% $118.21 -32.3%
575 VEU VANGUARD INTL EQUITY INDEX F 49,514.0 $3.7M 0.02% -6K -11.1% $75.10 +9.8%
576 BTI BRITISH AMERN TOB PLC Consumer Defensive 63,581.0 $3.7M 0.02% +5K +8.8% $58.47 +11.8%
577 HAYW HAYWARD HLDGS INC Industrials 277,490.0 $3.7M 0.02% -112K -28.8% $13.38 +3.5%
578 USHY ISHARES TR 100,390.0 $3.7M 0.02% +2K +2.2% $36.84 +0.4%
579 ARCC ARES CAPITAL CORP Financial Services 203,820.0 $3.7M 0.02% +67K +48.9% $18.02 +3.2%
580 SYY SYSCO CORP Consumer Defensive 51,173.0 $3.7M 0.02% NEW $71.33 +7.0%
Page 29 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%