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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 32 of 94  ·  1,880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 CEF SPROTT ASSET MANAGEMENT LP Financial Services 67,556.0 $3.2M 0.01% $47.72 -0.8%
622 TEX TEREX CORP NEW Industrials 54,427.0 $3.2M 0.01% +49K +992.7% $59.10 -2.3%
623 ESGU ISHARES TR 22,741.0 $3.2M 0.01% -377.0 -1.6% $141.42 +15.1%
624 RY ROYAL BK CDA Financial Services 19,785.0 $3.2M 0.01% +2K +12.3% $161.77 +17.3%
625 SO SOUTHERN CO Utilities 33,131.0 $3.2M 0.01% +286.0 +0.9% $96.52 -2.0%
626 BILS SPDR SERIES TRUST 31,947.0 $3.2M 0.01% $99.44 -0.1%
627 WABC WESTAMERICA BANCORPORATION Financial Services 60,743.0 $3.2M 0.01% +1K +2.1% $52.15 +6.2%
628 SMH VANECK ETF TRUST 8,224.0 $3.2M 0.01% +3K +64.6% $383.42 +50.3%
629 ATO ATMOS ENERGY CORP Utilities 16,964.0 $3.1M 0.01% NEW $184.72 -3.7%
630 TOST TOAST INC Technology 117,381.0 $3.1M 0.01% -119K -50.3% $26.51 -12.6%
631 WRBY WARBY PARKER INC Healthcare 147,649.0 $3.1M 0.01% +80K +119.2% $21.07 +19.1%
632 DNL WISDOMTREE TR 76,836.0 $3.1M 0.01% $40.37 +9.7%
633 TNK TEEKAY TANKERS LTD Energy 42,031.0 $3.1M 0.01% +2K +6.2% $73.32 +5.3%
634 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 53,207.0 $3.1M 0.01% +37K +224.7% $57.58 +21.8%
635 ALLY ALLY FINL INC Financial Services 77,984.0 $3.1M 0.01% NEW $39.23 +8.0%
636 ABCB AMERIS BANCORP Financial Services 39,181.0 $3.1M 0.01% -23K -36.5% $77.99 +8.6%
637 TTAN SERVICETITAN INC Technology 48,111.0 $3.1M 0.01% -10K -17.4% $63.46 -0.5%
638 ABT ABBOTT LABORATORIES Healthcare 29,455.0 $3.0M 0.01% +291.0 +1.0% $102.67 -14.9%
639 SWX SOUTHWEST GAS HLDGS INC Utilities 34,570.0 $3.0M 0.01% +17K +95.4% $86.90 +3.5%
640 WCC WESCO INTL INC Industrials 10,963.0 $3.0M 0.01% -9K -44.3% $273.63 +32.9%
Page 32 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%