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Portfolio (Quarterly) Guide ↗

IEQ CAPITAL, LLC

· CIK 0001779789
13F Portfolio $33.4B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1837 New
Page 50 of 92  ·  1,837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 IMCG ISHARES TR 14,526.0 $1.2M 0.00% NEW $79.84 +15.6%
982 HLIT HARMONIC INC Technology 117,036.0 $1.2M 0.00% NEW $9.89 +71.1%
983 KRNY KEARNY FINL CORP MD Financial Services 155,984.0 $1.2M 0.00% NEW $7.41 +11.5%
984 FNDA SCHWAB STRATEGIC TR 36,666.0 $1.2M 0.00% NEW $31.51 +15.5%
985 IBB ISHARES TR 6,821.0 $1.2M 0.00% NEW $168.77 +1.2%
986 LIVN LIVANOVA PLC Healthcare 18,700.0 $1.2M 0.00% NEW $61.53 +21.6%
987 CMRE COSTAMARE INC Industrials 72,722.0 $1.1M 0.00% NEW $15.79 +4.4%
988 KELYA KELLY SVCS INC Industrials 130,399.0 $1.1M 0.00% NEW $8.80 +25.1%
989 AVNS AVANOS MED INC Healthcare 102,173.0 $1.1M 0.00% NEW $11.23 +120.8%
990 EFG ISHARES TR 10,056.0 $1.1M 0.00% NEW $113.92 +7.8%
991 FLNC FLUENCE ENERGY INC Utilities 57,867.0 $1.1M 0.00% NEW $19.78 +7.1%
992 SNY SANOFI SA Healthcare 23,597.0 $1.1M 0.00% NEW $48.46 -7.3%
993 MAX MEDIAALPHA INC Communication Services 88,136.0 $1.1M 0.00% NEW $12.95 -32.5%
994 GTY GETTY RLTY CORP NEW Real Estate 41,655.0 $1.1M 0.00% NEW $27.37 +22.0%
995 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 20,914.0 $1.1M 0.00% NEW $54.17 +5.7%
996 HDV ISHARES TR 9,300.0 $1.1M 0.00% NEW $121.61 -77.3%
997 OUTFRONT MEDIA INC 46,736.0 $1.1M 0.00% NEW $24.10
998 MGA MAGNA INTL INC Consumer Cyclical 21,116.0 $1.1M 0.00% NEW $53.30 +24.8%
999 BURL BURLINGTON STORES INC Consumer Cyclical 3,892.0 $1.1M 0.00% NEW $288.82 +14.5%
1000 XYL XYLEM INC Industrials 8,242.0 $1.1M 0.00% NEW $136.18 -18.6%
Page 50 of 92  ·  1,837 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 58.7%
Financial Services 12.0%
Consumer Cyclical 6.6%
Communication Services 6.4%
Healthcare 5.6%
Industrials 5.0%
Consumer Defensive 1.9%
Energy 1.1%
Real Estate 0.9%
Basic Materials 0.9%