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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 34 of 94  ·  1,880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 FCFS FIRSTCASH HOLDINGS INC Financial Services 14,570.0 $2.7M 0.01% -617.0 -4.1% $188.00 +21.5%
662 DUK DUKE ENERGY CORP NEW Utilities 20,871.0 $2.7M 0.01% +1K +6.9% $130.94 -4.3%
663 IBM INTERNATIONAL BUSINESS MACHS Technology 11,272.0 $2.7M 0.01% -10K -46.9% $242.39 +2.9%
664 UBS UBS GROUP AG Financial Services 69,672.0 $2.7M 0.01% +17K +32.9% $39.07 +22.0%
665 WEBULL CORP 564,958.0 $2.7M 0.01% NEW $4.80
666 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 179,784.0 $2.7M 0.01% +61K +51.5% $15.05 -3.5%
667 SFNC SIMMONS FIRST NATL CORP Financial Services 137,971.0 $2.7M 0.01% -5K -3.2% $19.45 +10.7%
668 VTWG VANGUARD SCOTTSDALE FDS 11,675.0 $2.7M 0.01% $229.04 +20.5%
669 BP BP PLC Energy 56,685.0 $2.7M 0.01% -12K -17.5% $47.00 -9.3%
670 CRI CARTERS INC Consumer Cyclical 73,545.0 $2.6M 0.01% -45K -37.7% $35.76 +5.3%
671 UBSI UNITED BANKSHARES INC WEST V Financial Services 63,414.0 $2.6M 0.01% +19K +43.7% $41.42 +5.4%
672 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 95,315.0 $2.6M 0.01% -6K -5.6% $27.54 -12.7%
673 SONY SONY GROUP CORP Technology 126,527.0 $2.6M 0.01% +2K +2.0% $20.70 +7.6%
674 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 742,723.0 $2.6M 0.01% +109K +17.3% $3.51 +10.8%
675 AVNT AVIENT CORPORATION Basic Materials 71,646.0 $2.6M 0.01% +62K +668.3% $36.30 -3.7%
676 HAMILTON INSURANCE GROUP LTD 86,747.0 $2.6M 0.01% +9K +11.9% $29.83
677 FRPT FRESHPET INC Consumer Defensive 43,743.0 $2.6M 0.01% -2K -4.2% $58.96 -13.5%
678 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 109,623.0 $2.6M 0.01% +10K +9.8% $23.36 -14.5%
679 BLOCK INC 42,466.0 $2.6M 0.01% -34K -44.5% $60.18
680 LPG DORIAN LPG LTD Energy 74,706.0 $2.6M 0.01% +13K +21.4% $34.20 +35.3%
Page 34 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%