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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 37 of 94  ·  1,880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 QLD PROSHARES TR 37,524.0 $2.3M 0.01% +6K +20.5% $61.00 +57.7%
722 KMT KENNAMETAL INC Industrials 63,135.0 $2.3M 0.01% +11K +22.0% $36.13 +1.2%
723 IGE ISHARES TR 36,186.0 $2.3M 0.01% -7K -17.0% $62.94 -2.8%
724 AEM AGNICO EAGLE MINES LTD Basic Materials 11,209.0 $2.3M 0.01% +545.0 +5.1% $202.98 -11.4%
725 ASB ASSOCIATED BANC-CORP Financial Services 87,713.0 $2.3M 0.01% +10K +13.2% $25.86 +9.1%
726 DHT DHT HOLDINGS INC Energy 124,083.0 $2.3M 0.01% +10K +8.3% $18.27 -5.8%
727 STRA STRATEGIC ED INC Consumer Defensive 27,290.0 $2.3M 0.01% -5K -14.9% $82.96 -7.0%
728 KLIC KULICKE & SOFFA INDS INC Technology 34,311.0 $2.3M 0.01% +8K +30.2% $65.72 +63.4%
729 PRU PRUDENTIAL FINL INC Financial Services 22,924.0 $2.2M 0.01% -5K -18.5% $97.69 +5.0%
730 CNA CNA FINL CORP Financial Services 48,761.0 $2.2M 0.01% -18K -26.9% $45.92 -4.0%
731 FFIC FLUSHING FINL CORP Financial Services 144,980.0 $2.2M 0.01% +19K +14.7% $15.36 +4.9%
732 BCS BARCLAYS PLC Financial Services 104,730.0 $2.2M 0.01% +17K +18.9% $21.16 +14.9%
733 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 7,560.0 $2.2M 0.01% -23K -75.5% $292.75 +32.1%
734 HYBI NEOS ETF TRUST 44,224.0 $2.2M 0.01% $49.48 -0.2%
735 EPD ENTERPRISE PRODS PARTNERS L Energy 57,753.0 $2.2M 0.01% -7K -10.4% $37.84 +1.8%
736 QLYS QUALYS INC Technology 24,848.0 $2.2M 0.01% +17K +238.0% $87.85 +17.3%
737 AX AXOS FINANCIAL INC Financial Services 25,589.0 $2.2M 0.01% -5K -16.5% $85.09 +2.9%
738 EXC EXELON CORP Utilities 44,363.0 $2.2M 0.01% NEW $49.02 -5.2%
739 PEN PENUMBRA INC Healthcare 6,618.0 $2.2M 0.01% +5K +227.0% $328.37 +0.3%
740 JAMES HARDIE INDS PLC 114,183.0 $2.2M 0.01% $18.94
Page 37 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%